Who owns SMB?
VanEck Short Muni ETF · VanEck
104 institutions reported holding SMB, worth $234.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allworth Financial LP | Folsom, CA | $39.5M | 2,276,569 | −98,441 shares |
| Bank of America Corp. | Charlotte, NC | $26.8M | 1,541,824 | −67,627 shares |
| Morgan Stanley | New York, NY | $15.1M | 867,464 | +34,041 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $14.1M | 811,871 | −230,727 shares |
| JPMorgan Chase & Co | New York, NY | $12.5M | 718,190 | +83,343 shares |
| Savant Capital, LLC | Rockford, IL | $10.4M | 597,809 | +279,070 shares |
| LPL Financial LLC | Fort Mill, SC | $10.3M | 595,415 | +38,737 shares |
| Wells Fargo & Company | San Francisco, CA | $10.2M | 589,883 | +20,228 shares |
| Stifel Financial Corp. | St. Louis, MO | $7.9M | 458,149 | +86,719 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $6.8M | 390,628 | −43,801 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMB?
104 institutional managers reported holding SMB in Form 13F filings for June 30, 2026, worth $234.1M in total. The largest reported position was held by Allworth Financial LP, at $39.5M.
Did institutions buy or sell SMB last quarter?
Reported 13F value rose 6.8% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.