VANECK ETF TRUST

$SMH
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13F holders
1,305
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—

Institutional holders

Top 10 of 1,305 · Source: 13F-HR
01
Brightline Capital Management, LLC
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02
Solus Alternative Asset Management LP
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—
03
Banyan Capital Management, Inc.
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04
Coordinated Financial Services, Inc.
—
—
05
Gibraltar Capital Management, Inc.
—
—
06
ARS Investment Partners, LLC
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—
07
State Farm Mutual Automobile Insurance Co.
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—
08
Raymond James Financial Inc.
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09
Evergreen Capital Management LLC
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10
Diversified Portfolios, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,305 13F holders · Pro →

Smart Money · top-200 alpha cohort

31 holders · Q1 2026

$SMH is held by 31 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 32.53%, with an average of 1.46% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 32.53%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Hel Ved Capital Management Ltd
32.53% ↑ +22.7pp
α +36.9pts
02
Capital Markets Trading UK LLP
2.17% ↑ +1.9pp
α +19.5pts
03
IAM Advisory, LLC
2.16% NEW
α +49.7pts
04
Condor Capital Management
1.64% NEW
α +23.6pts
05
Kingdon Capital Management, L.l.c.
1.53% ↓ 0.6pp
α +12.8pts
06
GM Advisory Group, LLC
1.38% ↑ +0.6pp
α +16.5pts
07
Delta Financial Advisors LLC
0.86% NEW
α +18.1pts
08
CV Advisors LLC
0.53% held
α +29.1pts
09
Somerset Group LLC
0.42% NEW
α +64.8pts
10
Citigroup Inc.
0.34% held
α +26.3pts
11
Interactive Financial Advisors, Inc.
0.31% NEW
α +15.2pts
12
Sulzberger Capital Advisors, Inc.
0.23% NEW
α +15.0pts
13
Sharpepoint LLC
0.23% held
α +11.4pts
14
Principal Securities, Inc.
0.16% held
α +21.3pts
15
Independent Solutions Wealth Management, LLC
0.14% NEW
α +19.1pts
16
Costello Asset Management, INC
0.10% NEW
α +14.3pts
17
Fiduciary Alliance LLC
0.07% held
α +16.8pts
18
Caption Management, LLC
0.06% held
α +15.5pts
19
Venture Visionary Partners LLC
0.04% held
α +10.3pts
20
Motley Fool Wealth Management, LLC
0.04% held
α +15.3pts
21
ProVise Management Group, LLC
0.04% held
α +11.2pts
22
Greenwich Wealth Management LLC
0.04% held
α +12.7pts
23
LM Advisors LLC
0.03% held
α +15.5pts
24
Oak Grove Capital LLC
0.03% held
α +23.3pts
25
RFG Advisory, LLC
0.02% held
α +16.2pts
26
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
27
Collier Financial
0.00% held
α +14.2pts
28
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
30
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
31
Wellington Management Group LLP
0.00% held
α +10.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SMH in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SMH in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SMH lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SMH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:56 UTC.