VanEck Semiconductor ETF (SMH) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SMH?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for VanEck Semiconductor ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SMH?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VanEck Semiconductor ETF.

Is institutional money flowing into SMH?

167 institutional investors hold VanEck Semiconductor ETF (SMH). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SMH?

Track institutional sentiment and conviction scores for VanEck Semiconductor ETF (SMH) including Smart Money Verdict and position changes on HoldingsIntel.

VanEck Semiconductor ETF

SMH·92189F676·US·etf·Unknown - Unknown

SEMICONDUCTR ETF

SMH (VanEck Semiconductor ETF) is held by 167 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($4.4B), LPL Financial LLC ($975.9M), MORGAN STANLEY ($957.1M). Net institutional sentiment: Mixed.

167

Holders

Avg rating(18 Elite)

$13.1B

Total Value

61% (180)

Fund Consensus

107 buying - 68 selling

Smart Money VerdictView all

68Positive Momentum (Unconfirmed)Single Source

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See how SMH's score breaks down across 4 SEC sources

Held by 167 funds

18 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	12.2M(-3.8%)	$4.4B	0.3%	+61.46%	0
LPL Financial LLC	Increased	2.7M(+12.7%)	$975.9M	0.3%	+73.49%	43
MORGAN STANLEY	Increased	2.7M(+4.8%)	$957.1M	0.1%	+41.33%	33
UBS Group AG	Decreased	1.5M(-6.6%)	$546.4M	0.1%	+128.93%	0
CITIGROUP INC	Increased	1.4M(+104.9%)	$518.4M	0.2%	+30.62%	61
JPMORGAN CHASE & CO	Decreased	1.1M(-8.5%)	$398.9M	0.0%	+50.32%	0
GOLDMAN SACHS GROUP INC	Decreased	947,804(-22.0%)	$341.3M	0.0%	+64.83%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	919,713(-36.2%)	$331.2M	0.2%	+84.29%	0
WELLS FARGO & COMPANY/MN	Increased	849,685(+4.4%)	$306M	0.1%	+84.93%	32
Focus Partners Wealth	Increased	745,768(+906.5%)	$268.6M	0.3%	+11.80%	59
TWO SIGMA INVESTMENTS, LP	New	636,751	$229.3M	0.3%	+7.64%	51
ROYAL BANK OF CANADA	Decreased	591,663(-1.7%)	$213.1M	0.0%	+54.20%	0
RAYMOND JAMES FINANCIAL INC	Increased	567,016(+12.7%)	$204.2M	0.1%	+50.62%	34
BANK OF NOVA SCOTIA	Decreased	558,217(-26.1%)	$201M	0.3%	+21.69%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	548,017(+4.1%)	$197.4M	0.1%	+88.40%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	535,482(+89.4%)	$192.8M	0.1%	+40.78%	48
MENORA MIVTACHIM HOLDINGS LTD.	Decreased	514,280(-10.7%)	$185.2M	0.9%	+63.98%	0
Cetera Investment Advisers	Increased	494,813(+3.7%)	$178.2M	0.2%	+59.86%	38
BALYASNY ASSET MANAGEMENT L.P.	Increased	489,873(+37.6%)	$176.4M	0.2%	+24.23%	48
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	450,000(-43.8%)	$162.1M	0.3%	+87.13%	0
AMERIPRISE FINANCIAL INC	Increased	420,737(+25.9%)	$151.6M	0.0%	+71.55%	37
Rockefeller Capital Management L.P.	Increased	6.3M(+2092.4%)	$122M	0.2%	+10.16%	58
OSAIC HOLDINGS, INC.	Increased	281,329(+3.0%)	$101.4M	0.1%	+122.14%	37
MML INVESTORS SERVICES, LLC	Increased	280,608(+3.0%)	$101.1M	0.2%	+107.79%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	269,157(+6.2%)	$96.9M	0.1%	+108.91%	38
Squarepoint Ops LLC	Increased	182,905(+265.8%)	$65.9M	0.1%	+11.12%	48
FIL Ltd	Decreased	161,023(-9.7%)	$58M	0.0%	+49.12%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	159,370(-30.1%)	$57.4M	0.0%	+53.61%	0
CITADEL ADVISORS LLC	New	159,063	$57.3M	0.0%	+7.64%	41
JONES FINANCIAL COMPANIES LLLP	Increased	157,199(+16.8%)	$56.6M	0.0%	+42.35%	34
Fisher Asset Management, LLC	Decreased	156,354(-3.9%)	$56.3M	0.0%	+208.95%	0
BARCLAYS PLC	Increased	146,312(+124.4%)	$52.7M	0.0%	+21.09%	47
PEAK6 LLC	Decreased	144,466(-35.1%)	$52M	0.1%	+21.58%	0
STIFEL FINANCIAL CORP	Decreased	133,609(-1.0%)	$48.1M	0.0%	+123.29%	0
NewEdge Wealth, LLC	Decreased	122,796(-0.9%)	$44.2M	0.5%	+174.62%	0
Private Advisor Group, LLC	Increased	115,784(+3.5%)	$41.7M	0.2%	+64.28%	36
BlackRock, Inc.	Increased	114,194(+1.0%)	$41.1M	0.0%	+59.38%	29
ADAPT Investment Managers SA	Increased	109,241(+217.3%)	$39.3M	0.3%	+11.67%	57
Mariner, LLC	Increased	104,035(+9.6%)	$37.5M	0.0%	+76.16%	32
Wealthfront Advisers LLC	Increased	93,804(+2.5%)	$33.8M	0.1%	+77.33%	30
PRUDENTIAL PLC	New	93,590	$33.7M	0.3%	+7.64%	48
Kestra Advisory Services, LLC	Decreased	79,724(-3.1%)	$28.7M	0.1%	+104.56%	0
TUDOR INVESTMENT CORP ET AL	Decreased	77,736(-42.2%)	$28M	0.1%	+48.34%	0
SIMPLEX TRADING, LLC	New	77,626	$28M	0.0%	+7.64%	40
FMR LLC	Increased	76,171(+4.5%)	$27.4M	0.0%	+29.25%	30
BANK OF MONTREAL /CAN/	Decreased	69,095(-21.2%)	$24.9M	0.0%	+43.18%	0
NewEdge Advisors, LLC	Increased	68,726(+3.3%)	$24.8M	0.1%	+35.66%	30
Equitable Holdings, Inc.	Increased	67,795(+9.0%)	$24.4M	0.2%	+57.91%	37
TD Waterhouse Canada Inc.	Decreased	63,066(-8.1%)	$22.7M	0.1%	+171.10%	0
ASSETMARK, INC	Increased	62,474(+24.9%)	$22.5M	0.0%	+30.88%	35
SCOTIA CAPITAL INC.	Increased	59,038(+4.1%)	$21.3M	0.1%	+104.20%	30
Allianz Asset Management GmbH	New	57,700	$20.8M	0.0%	+7.64%	39
UNITED CAPITAL FINANCIAL ADVISORS, LLC	New	56,361	$20.3M	0.1%	+7.64%	47
HighTower Advisors, LLC	Increased	56,124(+4.5%)	$20.2M	0.0%	+69.20%	30
Baird Financial Group, Inc.	Increased	54,480(+0.5%)	$19.6M	0.0%	+61.77%	28
Steward Partners Investment Advisory, LLC	Increased	54,262(+2.4%)	$19.5M	0.1%	+89.16%	35
Orion Porfolio Solutions, LLC	Decreased	52,733(-1.9%)	$19M	0.1%	+59.68%	0
Lido Advisors, LLC	Increased	56,710(+0.5%)	$18.6M	0.1%	+158.27%	28
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	45,004(+85.3%)	$16.3M	0.1%	+14.74%	52
&PARTNERS	Increased	42,829(+526.1%)	$15.4M	0.1%	+11.92%	45
MILLENNIUM MANAGEMENT LLC	Increased	41,572(+1385.2%)	$15M	0.0%	+10.73%	45
Creative Planning	Increased	41,292(+0.5%)	$14.9M	0.0%	+132.38%	28
CIBC WORLD MARKET INC.	Decreased	41,221(-42.4%)	$14.8M	0.0%	+89.65%	0
Merit Financial Group, LLC	Decreased	40,834(-3.5%)	$14.7M	0.1%	+66.32%	0
Woodline Partners LP	Increased	40,767(+36.4%)	$14.7M	0.1%	+52.46%	37
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	35,073(+8.2%)	$13.6M	0.0%	+83.20%	30
Phoenix Financial Ltd.	Increased	35,814(+0.3%)	$12.9M	0.1%	+46.20%	33
TRUIST FINANCIAL CORP	Decreased	35,610(-12.3%)	$12.8M	0.0%	+112.44%	0
Sanctuary Advisors, LLC	Decreased	35,178(-2.0%)	$12.7M	0.1%	+50.88%	0
Capula Management Ltd	Decreased	33,844(-89.7%)	$12.2M	0.1%	+22.24%	0
Mirae Asset Global Investments Co., Ltd.	Increased	32,481(+58.4%)	$11.7M	0.0%	+16.46%	40
EP Wealth Advisors, LLC	Increased	28,539(+14.1%)	$10.3M	0.1%	+123.22%	32
M&T BANK CORP	Increased	230,511(+148x)	$9.9M	0.0%	+8.04%	45
Verition Fund Management LLC	Decreased	27,107(-73.4%)	$9.8M	0.0%	+71.22%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	25,273(+7.9%)	$9.1M	0.0%	+56.01%	30
LMR Partners LLP	Decreased	25,218(-20.3%)	$9.1M	0.0%	+41.15%	0
Cresset Asset Management, LLC	Increased	25,176(+10.6%)	$9.1M	0.0%	+57.84%	31
BLAIR WILLIAM & CO/IL	Decreased	23,891(-10.0%)	$8.6M	0.0%	+116.84%	0
Waverly Advisors, LLC	Decreased	23,720(-2.6%)	$8.5M	0.1%	+57.49%	0
Bank Julius Baer & Co. Ltd, Zurich	Increased	23,023(+6.1%)	$8.3M	0.0%	+65.63%	29
AE Wealth Management LLC	Decreased	22,729(-51.1%)	$8.2M	0.0%	+52.69%	0
Quantinno Capital Management LP	Increased	22,679(+55.5%)	$8.2M	0.0%	+24.93%	39
Quadrature Capital Ltd	Decreased	21,945(-87.8%)	$7.9M	0.1%	+22.79%	0
D.A. DAVIDSON & CO.	Increased	21,481(+1.9%)	$7.7M	0.0%	+69.97%	28
Integrated Wealth Concepts LLC	Decreased	21,305(-25.4%)	$7.7M	0.1%	+88.36%	0
Point72 Asset Management, L.P.	New	19,000	$6.8M	0.0%	+7.64%	38
Beacon Pointe Advisors, LLC	Decreased	17,122(-6.5%)	$6.2M	0.0%	+153.54%	0
Federation des caisses Desjardins du Quebec	Increased	16,510(+75.1%)	$5.9M	0.0%	+39.89%	41
SCS Capital Management LLC	Decreased	15,497(-6.6%)	$5.6M	0.1%	+84.89%	0
GROUP ONE TRADING LLC	New	14,455	$5.2M	0.0%	+7.64%	37
Vontobel Holding Ltd.	Decreased	14,364(-30.0%)	$5.2M	0.0%	+39.10%	0
Farther Finance Advisors, LLC	Increased	13,257(+26.9%)	$4.8M	0.1%	+26.45%	33
AQR CAPITAL MANAGEMENT LLC	Increased	10,914(+164.4%)	$3.9M	0.0%	+19.06%	43
PNC FINANCIAL SERVICES GROUP, INC.	Increased	10,711(+23.0%)	$3.9M	0.0%	+57.90%	32
HSBC HOLDINGS PLC	Decreased	10,555(-30.7%)	$3.8M	0.0%	+60.50%	0
NATIONAL BANK OF CANADA /FI/	Increased	10,573(+3.7%)	$3.8M	0.0%	+82.26%	28
COMERICA BANK	Increased	10,364(+7.2%)	$3.7M	0.0%	+111.48%	29
Cerity Partners LLC	Increased	9,884(+1.4%)	$3.6M	0.0%	+60.01%	27
Jefferies Financial Group Inc.	Decreased	9,732(-57.8%)	$3.5M	0.0%	+47.91%	0
Hudson Bay Capital Management LP	Decreased	9,280(-93.4%)	$3.3M	0.0%	+21.58%	0
Allspring Global Investments Holdings, LLC	Increased	8,510(+128.0%)	$3.2M	0.0%	+24.02%	43
NORTHERN TRUST CORP	Decreased	8,588(-17.5%)	$3.1M	0.0%	+53.09%	0
Sequoia Financial Advisors, LLC	Increased	7,785(+183.4%)	$2.8M	0.0%	+25.69%	42
Brevan Howard Capital Management LP	New	6,843	$2.5M	0.0%	+7.64%	36
MAI Capital Management	Increased	6,878(+11.2%)	$2.5M	0.0%	+62.30%	29
HB Wealth Management, LLC	Increased	6,691(+0.1%)	$2.4M	0.0%	+101.98%	26
Corient Private Wealth LLC	Increased	167,913(+2783.1%)	$2.4M	0.0%	+8.74%	42
Allworth Financial LP	Increased	5,891(+14.9%)	$2.1M	0.0%	+35.42%	30
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	5,711(-41.4%)	$2.1M	0.0%	+21.58%	0
Wealthspire Advisors, LLC	Increased	5,547(+9.9%)	$2M	0.0%	+35.87%	28
Empowered Funds, LLC	Decreased	5,348(-12.9%)	$1.9M	0.0%	+65.73%	0
US BANCORP \DE\	Increased	5,140(+8.0%)	$1.9M	0.0%	+130.26%	28
CAPTRUST FINANCIAL ADVISORS	Increased	5,085(+18.8%)	$1.8M	0.0%	+66.10%	30
CIBC WORLD MARKETS CORP	Decreased	5,000(-60.2%)	$1.8M	0.0%	+84.89%	0
IEQ CAPITAL, LLC	Decreased	4,997(-17.6%)	$1.8M	0.0%	+34.46%	0
NOMURA ASSET MANAGEMENT CO LTD	Increased	4,936(+1.8%)	$1.8M	0.0%	+111.73%	26
Gotham Asset Management, LLC	Increased	4,876(+46.0%)	$1.8M	0.0%	+41.72%	35
Pinnacle Financial Partners, Inc.	New	4,674	$1.7M	0.0%	+7.64%	36
Aptus Capital Advisors, LLC	Increased	4,639(+79.4%)	$1.7M	0.0%	+32.24%	39
GUGGENHEIM CAPITAL LLC	New	4,634	$1.7M	0.0%	+7.64%	36
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	4,611(-0.1%)	$1.7M	0.0%	+81.88%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	4,294(+3.1%)	$1.5M	0.0%	+58.20%	26
Envestnet Portfolio Solutions, Inc.	Increased	4,007(+375.9%)	$1.4M	0.0%	+18.82%	41
XTX Topco Ltd	Increased	3,786(+33.5%)	$1.4M	0.0%	+30.77%	33
RWA WEALTH PARTNERS, LLC	Decreased	3,425(-7.8%)	$1.2M	0.0%	+91.92%	0
OneDigital Investment Advisors LLC	Increased	3,391(+38.4%)	$1.2M	0.0%	+69.07%	33
BROWN BROTHERS HARRIMAN & CO	Unchanged	2,517	$906,447	0.0%	+93.44%	0
CIBC Private Wealth Group LLC	Decreased	2,403(-13.3%)	$865,273	0.0%	+74.08%	0
DAVENPORT & Co LLC	Increased	2,253(+35.1%)	$811,363	0.0%	+43.86%	32
Chevy Chase Trust Holdings, LLC	Decreased	2,046(-16.7%)	$736,826	0.0%	+35.87%	0
Savant Capital, LLC	Increased	1,967(+6.3%)	$708,128	0.0%	+53.08%	26
BROWN ADVISORY INC	Increased	1,963(+10.7%)	$706,935	0.0%	+59.61%	27
Clark Capital Management Group, Inc.	Increased	1,908(+0.9%)	$687,165	0.0%	+51.70%	25
Pathstone Holdings, LLC	Increased	1,861(+0.5%)	$670,203	0.0%	+75.69%	25
1832 Asset Management L.P.	Unchanged	1,860	$669,842	0.0%	+51.97%	0
London & Capital Asset Management Ltd	New	1,717	$618,275	0.0%	+7.64%	34
FRANKLIN RESOURCES INC	Unchanged	1,715	$617,623	0.0%	+170.90%	0
TORONTO DOMINION BANK	Increased	1,678(+787.8%)	$604,209	0.0%	+12.93%	39
AXXCESS WEALTH MANAGEMENT, LLC	New	1,628	$586,400	0.0%	+7.64%	34
HUNTINGTON NATIONAL BANK	Increased	1,572(+3.8%)	$566,124	0.0%	+88.38%	25
Trexquant Investment LP	Decreased	1,451(-38.1%)	$522,549	0.0%	+112.73%	0
Bank of New York Mellon Corp	Increased	1,422(+23.8%)	$512,052	0.0%	+42.80%	29
SILVERCREST ASSET MANAGEMENT GROUP LLC	Increased	1,232(+3.3%)	$443,680	0.0%	+80.78%	25
Walleye Capital LLC	Increased	1,200(+1100.0%)	$432,156	0.0%	+9.80%	39
CREDIT AGRICOLE S A	Decreased	1,141(-42.2%)	$410,908	0.0%	+54.75%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,087	$391,461	0.0%	+7.64%	33
BENJAMIN EDWARDS INC	New	1,072	$386,048	0.0%	+7.64%	33
FIRST TRUST ADVISORS LP	Increased	1,067(+0.5%)	$384,427	0.0%	+40.69%	24
JOHNSON INVESTMENT COUNSEL INC	Increased	844(+3.6%)	$303,988	0.0%	+39.41%	24
NATIXIS	Increased	831(+113.1%)	$299,268	0.0%	+20.35%	38
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	802(+0.1%)	$288,963	0.0%	+109.22%	23
Russell Investments Group, Ltd.	Increased	757(+17.7%)	$272,618	0.0%	+28.42%	27
Man Group plc	Decreased	750(-96.5%)	$270,098	0.0%	+40.89%	0
TIAA TRUST, NATIONAL ASSOCIATION	New	708	$254,972	0.0%	+7.64%	32
REGIONS FINANCIAL CORP	Decreased	695(-4.3%)	$250,290	0.0%	+40.89%	0
KEYBANK NATIONAL ASSOCIATION/OH	New	694	$249,931	0.0%	+7.64%	32
ZACKS INVESTMENT MANAGEMENT	New	676	$243,596	0.0%	+7.64%	32
Empower Advisory Group, LLC	Decreased	629(-8.8%)	$226,522	0.0%	+21.58%	0
QRG CAPITAL MANAGEMENT, INC.	New	614	$221,120	0.0%	+7.64%	32
GLENMEDE TRUST CO NA	Decreased	582(-14.7%)	$209,595	0.0%	+224.22%	0
Twin Tree Management, LP	Decreased	540(-99.4%)	$194,470	0.0%	+48.90%	0
FIFTH THIRD BANCORP	Increased	347(+15.7%)	$124,965	0.0%	+42.64%	25
DEUTSCHE BANK AG\	Unchanged	330	$118,843	0.0%	+125.32%	0
First Command Advisory Services, Inc.	Increased	273(+15.2%)	$98,141	0.0%	+35.38%	25
HRT FINANCIAL LP	Increased	90,747(+65.6%)	$32,680	0.1%	+18.26%	35
WHITTIER TRUST CO	Unchanged	25	$9,691	0.0%	+201.82%	0
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	2,600(-1.9%)	$937	0.0%	+164.41%	0
Parallax Volatility Advisers, L.P.	Exited	0(-100.0%)	$15.8M	0.0%	+69.98%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$1.3M	0.0%	+44.12%	0
CAPSTONE INVESTMENT ADVISORS, LLC	Exited	0(-100.0%)	$5M	0.0%	+54.60%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$29.1M	0.0%	+93.15%	0
Walleye Trading LLC	Exited	0(-100.0%)	$11.7M	0.0%	+12.95%	0
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$48.4M	0.0%	+28.85%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$3.6M	0.0%	+49.50%	0
Jain Global LLC	Exited	0(-100.0%)	$35.7M	0.0%	+12.95%	0
Optiver Holding B.V.	Exited	0(-100.0%)	$1.5M	0.0%	+30.89%	0
CULLEN/FROST BANKERS, INC.	Exited	0(-100.0%)	$98,448	0.0%	+71.01%	0
Financial Engines Advisors L.L.C.	Exited	0(-100.0%)	$264,352	0.0%	+30.89%	0
SOROS FUND MANAGEMENT LLC	Exited	0(-100.0%)	$12.2M	0.0%	+12.95%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$94.4M	0.0%	+12.95%	0

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