Filing Research | VANECK ETF TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	TITLEIST ASSET MANAGEMENT, LLC	Shares	7.3KSH	$268.8K
2	Capital Investment Advisory Services, LLC	Shares	1.7KSH	$62.4K
3	Oakworth Capital, Inc.	Shares	824SH	$30.4K
4	Smallwood Wealth Investment Management, LLC	Shares	212SH	$7.9K
5	Spire Wealth Management	Shares	79SH	$2.9K
6	Darwin Wealth Management, LLC	Shares	50SH	$1.8K
7	Center for Financial Planning, Inc.	Shares	25SH	$924
8	Abound Wealth Management	Shares	8SH	$296
9	TSFG, LLC	Shares	127SH	$5

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+7.3K	+$268.8K	$268.8K
2	Capital Investment Advisory Services, LLC trimmed	Shares	-10	+$13.5K	$62.4K
3	Oakworth Capital, Inc. unchanged	Shares	0	+$6.7K	$30.4K
4	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$1.7K	$7.9K
5	Center for Financial Planning, Inc. new	Shares	+25	+$924	$924
6	Spire Wealth Management unchanged	Shares	0	+$645	$2.9K
7	Darwin Wealth Management, LLC unchanged	Shares	0	+$409	$1.8K
8	Abound Wealth Management new	Shares	+8	+$296	$296
9	TSFG, LLC unchanged	Shares	0	+$1	$5
10	Portus Wealth Advisors, LLC exited	Shares	-21	-$604	$0
11	IFP Advisors, Inc exited	Shares	-805	-$23.2K	$0
12	Sequoia Financial Advisors, LLC exited	Shares	-7.3K	-$209.3K	$0

Filing Research | VANECK ETF TRUST Institutional Holdings