DaveManuel.com · Institutional Ownership · Who Owns It
VANECK ETF TRUST (EVX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
49
Reporting holders
$28.6M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NATIONAL BANK OF CANADA /FI/ | $3.8M | 91,512 | 0.00% | 7q | -1.3%-$47.7K |
| Harel Insurance Investments & Financial Services Ltd. | $3.5M | 85,174 | 0.02% | 11q | +24.3%+$685.1K |
| LPL Financial LLC | $3.1M | 75,258 | 0.00% | 25q | -2.1%-$65.6K |
| MORGAN STANLEY | $3.1M | 75,143 | 0.00% | 35q | +0.9%+$28.1K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 55,114 | 0.00% | 31q | +5.5%+$117.4K |
| Perigon Wealth Management, LLC | $1.9M | 44,948 | 0.03% | 9q | HELD |
| Capital Analysts, LLC | $1.3M | 31,405 | 0.03% | 12q | +16.0%+$178.4K |
| SeaCrest Wealth Management, LLC | $1.1M | 27,013 | 0.12% | 21q | HELD |
| PFG Investments, LLC | $945.1K | 22,932 | 0.04% | 14q | +1.6%+$15.3K |
| Comprehensive Money Management Services LLC | $885.0K | 21,475 | 0.56% | 7q | HELD |
| Pacific Sun Financial Corp | $837.8K | 20,330 | 0.35% | 25q | +6.3%+$49.5K |
| Cambridge Investment Research Advisors, Inc. | $642.0K | 15,564 | 0.00% | 5q | +100.0%+$321.0K |
| UBS Group AG | $588.9K | 14,291 | 0.00% | 31q | -17.0%-$120.8K |
| ENVESTNET ASSET MANAGEMENT INC | $585.0K | 14,195 | 0.00% | 2q | -4.9%-$30.0K |
| CAPTRUST FINANCIAL ADVISORS | $476.4K | 11,559 | 0.00% | 6q | -22.7%-$139.5K |
| Cetera Investment Advisers | $464.3K | 11,265 | 0.00% | 10q | +3.0%+$13.5K |
| RAYMOND JAMES FINANCIAL INC | $418.1K | 10,145 | 0.00% | 7q | +1.9%+$7.7K |
| MENORA MIVTACHIM HOLDINGS LTD. | $388.7K | 9,433 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $354.5K | 8,602 | 0.00% | 8q | +1.3%+$4.6K |
| TD Waterhouse Canada Inc. | $317.6K | 7,759 | 0.00% | 19q | HELD |
| Kestra Advisory Services, LLC | $279.4K | 6,781 | 0.00% | 23q | -32.6%-$135.0K |
| EP Wealth Advisors, LLC | $240.8K | 5,843 | 0.00% | new | NEW |
| Sonoma Allocations LLC | $228.2K | 5,509 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $154.1K | 3,739 | 0.00% | 26q | -13.1%-$23.3K |
| Global Retirement Partners, LLC | $114.7K | 2,784 | 0.00% | 5q | +84.4%+$52.5K |
| FMR LLC | $86.4K | 2,096 | 0.00% | 31q | -2.1%-$1.9K |
| SHP Wealth Management | $85.4K | 2,072 | 0.01% | 2q | +295.4%+$63.8K |
| GLENMEDE TRUST CO NA | $84.5K | 2,050 | 0.00% | 29q | HELD |
| Steward Partners Investment Advisory, LLC | $63.9K | 1,550 | 0.00% | 12q | HELD |
| ROYAL BANK OF CANADA | $50.0K | 1,212 | 0.00% | 31q | -1.4% |
| BROWN BROTHERS HARRIMAN & CO | $47.4K | 1,150 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $47.0K | 1,142 | 0.00% | 6q | +7.4%+$3.3K |
| Geneos Wealth Management Inc. | $40.2K | 975 | 0.00% | 27q | HELD |
| SOA Wealth Advisors, LLC. | $30.7K | 744 | 0.01% | 23q | HELD |
| Aptus Capital Advisors, LLC | $30.0K | 729 | 0.00% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $24.7K | 600 | 0.00% | 31q | +242.9%+$17.5K |
| Ameritas Advisory Services, LLC | $15.5K | 375 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $8.7K | 210 | 0.00% | 4q | HELD |
| Anchor Investment Management, LLC | $8.2K | 200 | 0.00% | 21q | HELD |
| 1 NORTH WEALTH SERVICES LLC | $8.2K | 200 | 0.00% | 6q | HELD |
| American Capital Advisory, LLC | $6.4K | 155 | 0.00% | 11q | HELD |
| NewEdge Advisors, LLC | $6.0K | 145 | 0.00% | 15q | -2.0% |
| N.E.W. Advisory Services LLC | $4.9K | 120 | 0.00% | 6q | -45.5%-$4.1K |
| Rossby Financial, LCC | $4.7K | 115 | 0.00% | 2q | +3733.3%+$4.6K |
| Wilmington Savings Fund Society, FSB | $2.1K | 50 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.9K | 45 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $1.0K | 25 | 0.00% | 10q | HELD |
| Tidemark, LLC | $948 | 23 | 0.00% | new | NEW |
| Bernard Wealth Management Corp. | $413 | 10 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $2.8M | 72,210 | 2 | 1 | 0 | 0.0% |
| Q2 2026 | 49 | $28.6M | 693,766 | 5 | 15 | 11 | 0.0% |
| Q1 2026 | 49 | $26.6M | 688,177 | 6 | 13 | 10 | 0.0% |
| Q4 2025 | 49 | $25.9M | 676,424 | 6 | 12 | 8 | 0.0% |
| Q3 2025 | 48 | $24.6M | 631,067 | 5 | 10 | 8 | 0.0% |
| Q2 2025 | 47 | $25.5M | 665,768 | 2 | 19 | 12 | 0.0% |
| Q1 2025 | 50 | $21.8M | 612,478 | 8 | 8 | 17 | 0.0% |
| Q4 2024 | 49 | $20.1M | 116,899 | 5 | 12 | 11 | 0.0% |
| Q3 2024 | 45 | $20.8M | 115,072 | 2 | 10 | 13 | 0.0% |
| Q2 2024 | 44 | $20.7M | 121,416 | 4 | 14 | 9 | 0.0% |
| Q1 2024 | 41 | $20.6M | 123,185 | 4 | 8 | 10 | 0.0% |
| Q4 2023 | 45 | $23.1M | 151,717 | 5 | 11 | 11 | 0.0% |
| Q3 2023 | 41 | $16.3M | 113,667 | 6 | 8 | 10 | 0.0% |
| Q2 2023 | 44 | $19.7M | 122,137 | 3 | 11 | 12 | 0.0% |
| Q1 2023 | 49 | $17.9M | 122,669 | 8 | 8 | 13 | 0.0% |
| Q4 2022 | 43 | $17.4M | 127,708 | 3 | 11 | 11 | 0.0% |
| Q3 2022 | 43 | $34.9M | 267,051 | 5 | 11 | 9 | 0.0% |
| Q2 2022 | 40 | $38.0M | 295,646 | 3 | 13 | 7 | 0.0% |
| Q1 2022 | 40 | $37.5M | 247,352 | 5 | 9 | 12 | 0.0% |
| Q4 2021 | 42 | $1.2B | 8,141,276 | 7 | 12 | 7 | 0.0% |
| Q3 2021 | 36 | $1.7B | 11,584,733 | 2 | 10 | 8 | 0.0% |
| Q2 2021 | 34 | $499.9M | 3,531,805 | 12 | 5 | 4 | 0.0% |
| Q1 2021 | 24 | $18.8M | 140,506 | 2 | 7 | 2 | 0.0% |
| Q4 2020 | 27 | $18.3M | 152,148 | 5 | 9 | 1 | 0.0% |
| Q3 2020 | 20 | $13.4M | 133,987 | 1 | 7 | 2 | 0.0% |
| Q2 2020 | 23 | $16.3M | 174,993 | 1 | 5 | 5 | 0.0% |
| Q1 2020 | 24 | $14.4M | 189,313 | 5 | 8 | 5 | 0.0% |
| Q4 2019 | 24 | $8.0M | 75,272 | 4 | 4 | 5 | 0.0% |
| Q3 2019 | 23 | $7.3M | 69,897 | 4 | 6 | 5 | 0.0% |
| Q2 2019 | 19 | $8.7M | 85,007 | 2 | 4 | 6 | 0.0% |
| Q1 2019 | 18 | $5.0M | 58,748 | 3 | 5 | 4 | 0.0% |
| Q4 2018 | 16 | $3.2M | 38,729 | 0 | 1 | 0 | 0.0% |