Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck ETF Trust (SMB)

100 + Investors. Track Smart Money conviction in SMB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — SMB

Based on 101 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
101 hedge funds hold SMB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

48 buying48 selling
Last quarter: 48 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 18 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
63 out of 101 hedge funds have held SMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

9 → 9 → 8 → 18 → 16 new funds/Q
New funds entering each quarter: 9 → 8 → 18 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 101 holders: 69 (68%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
13 of 101 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMB

In 2026 Q1, 48 hedge funds were net buyers of SMB (16 opened a new position, 32 added to an existing one), while 48 reduced or exited (35 trimmed, 13 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in SMB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 101.

Hedge Fund Ownership: SMB

How many hedge funds hold SMB — quarterly history vs. share price
Quarterly hedge fund ownership of SMB vs. share price

Market Analysis: SMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vaneck ETF Trust (SMB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SMB
nan%
SPY
+13.9%

SMB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SMB
nan%
SPY
+0.2%

Since the filing became public, SMB outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SMB
100 + Investors

Track Smart Money conviction in SMB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 98 2.04%
13F Shares 12M 13M -8.74%
Total Value $205M $230M -10.96%
New Positions 16 18 -2
Increased Positions 32 38 -6
Closed Positions 14 7 +7
Reduced Positions 34 23 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMB

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Financial Highlights

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Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMPACTfolio, LLC 1.27% 172,924 $3.0M
2 Stronghold Wealth Management L.L.C. 0.79% 30,239 $523K
3 ORBA Wealth Advisors, L.L.C. 0.59% 28,752 $497K
4 Condor Capital Management 0.33% 227,866 $3.9M
5 Willis Johnson & Associates, Inc. 0.21% 206,652 $3.6M
6 Westside Investment Management, Inc. 0.20% 73,843 $1.3M
7 Allworth Financial LP 0.17% 2,375,010 $41.1M
8 Nicolet Bankshares Inc 0.13% 208,000 $3.6M
9 Juncture Wealth Strategies, LLC 0.12% 20,463 $354K
10 Liberty Square Wealth Partners LLC 0.11% 21,762 $376K
11 Prosperity Consulting Group, LLC 0.08% 103,159 $1.8M
12 Private Client Services, LLC 0.07% 14,132 $244K
13 Strategic Financial Concepts, LLC 0.06% 13,843 $239K
14 Valeo Financial Advisors, LLC 0.06% 136,672 $2.4M
15 Detalus Advisors, LLC 0.06% 14,234 $246K
16 FAS Wealth Partners, Inc. 0.05% 47,376 $820K
17 Private Trust Co NA 0.05% 32,060 $555K
18 Diversified Portfolios, Inc. 0.04% 25,476 $441K
19 Gradient Investments LLC 0.04% 135,058 $2.3M
20 WealthShield Partners, LLC 0.03% 15,813 $273K
21 Kavar Capital Partners Group, LLC 0.03% 12,500 $216K
22 Savant Capital, LLC 0.03% 318,739 $5.5M
23 Cherry Tree Wealth Management, LLC 0.03% 7,156 $124K
24 Ascent Group, LLC 0.03% 42,990 $744K
25 LaSalle St. Investment Advisors, LLC 0.03% 10,319 $179K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Vaneck ETF Trust (SMB)

What does the Smart Money Trend signal show for SMB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMB?

Slight buying edge — 50% buying: Last quarter: 48 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMB holders?

Strong quality — 38% AUM from major funds: 13 of 101 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMB?

62% of holders stayed for 2+ years: 63 out of 101 hedge funds have held SMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Vaneck ETF Trust (SMB) following the 2026 Q1 hedge fund 13F filings?

As of today, SMB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SMB has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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