DaveManuel.com · Institutional Ownership · Who Owns It
VANECK ETF TRUST (HAP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
69
Reporting holders
$194.4M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $38.0M | 554,222 | 0.03% | 10q | -3.0%-$1.2M |
| Morton Capital Management LLC/CA | $25.6M | 372,552 | 3.50% | 11q | -2.0%-$527.8K |
| IAG Wealth Partners, LLC | $16.2M | 236,196 | 1.60% | 11q | -6.7%-$1.2M |
| MORGAN STANLEY | $15.3M | 222,945 | 0.00% | 35q | +4.7%+$689.3K |
| VAN ECK ASSOCIATES CORP | $15.3M | 222,512 | 0.01% | 3q | -47.6%-$13.9M |
| LPL Financial LLC | $14.1M | 204,959 | 0.00% | 23q | -7.2%-$1.1M |
| Merit Financial Group, LLC | $10.1M | 146,855 | 0.06% | new | NEW |
| CULTIVAR CAPITAL, INC. | $9.6M | 140,091 | 6.19% | 11q | -0.8%-$79.6K |
| BANK OF AMERICA CORP /DE/ | $8.0M | 117,287 | 0.00% | 17q | +145.6%+$4.8M |
| AMERIPRISE FINANCIAL INC | $6.7M | 96,904 | 0.00% | 2q | +3.5%+$222.0K |
| Baird Financial Group, Inc. | $4.0M | 58,660 | 0.01% | 17q | HELD |
| HighTower Advisors, LLC | $2.9M | 41,718 | 0.00% | 22q | +90.4%+$1.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.4M | 35,397 | 0.12% | new | NEW |
| FLOW TRADERS U.S. LLC | $2.4M | 34,699 | 0.10% | 2q | +82.0%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 25,466 | 0.00% | 22q | -0.9%-$15.6K |
| ROYAL BANK OF CANADA | $1.7M | 24,430 | 0.00% | 31q | +37.7%+$458.9K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 22,452 | 0.00% | 4q | +433.9%+$1.3M |
| OSAIC HOLDINGS, INC. | $1.5M | 21,783 | 0.00% | 26q | +221.7%+$1.0M |
| Avior Wealth Management, LLC | $1.4M | 19,932 | 0.04% | 2q | +0.6%+$7.9K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 18,514 | 0.00% | 10q | +86.7%+$587.3K |
| WELLS FARGO & COMPANY/MN | $1.1M | 15,326 | 0.00% | 31q | -8.7%-$100.3K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 15,322 | 0.00% | 7q | +52.3%+$360.9K |
| Steward Partners Investment Advisory, LLC | $1.0M | 14,623 | 0.01% | 30q | +65.2%+$396.1K |
| &PARTNERS | $860.6K | 12,540 | 0.00% | 3q | +0.5%+$4.4K |
| Advisors Preferred, LLC | $854.2K | 12,362 | 0.13% | 3q | +449.4%+$698.7K |
| UBS Group AG | $830.5K | 12,105 | 0.00% | 31q | +72.6%+$349.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $726.1K | 10,583 | 0.00% | new | NEW |
| Austin Wealth Management, LLC | $674.9K | 9,703 | 0.14% | 5q | -3.0%-$20.5K |
| RWA WEALTH PARTNERS, LLC | $620.9K | 9,049 | 0.01% | 11q | HELD |
| Creative Planning | $618.9K | 9,021 | 0.00% | 24q | +1.3%+$7.7K |
| Savvy Advisors, Inc. | $583.5K | 8,505 | 0.01% | new | NEW |
| Horizon Advisory Services, Inc. | $536.3K | 7,817 | 0.23% | 10q | +3.4%+$17.8K |
| Private Advisor Group, LLC | $466.4K | 6,797 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $387.4K | 5,647 | 0.01% | 17q | HELD |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $366.0K | 5,335 | 0.23% | 17q | HELD |
| Ancora Advisors LLC | $352.7K | 5,141 | 0.01% | 27q | HELD |
| Pure Financial Advisors, LLC | $326.4K | 4,757 | 0.00% | 23q | -15.1%-$58.1K |
| Farther Finance Advisors, LLC | $268.3K | 3,910 | 0.00% | 5q | HELD |
| ENTREWEALTH, LLC | $259.0K | 3,591 | 0.10% | 4q | HELD |
| Equitable Holdings, Inc. | $254.0K | 3,702 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $252.0K | 3,673 | 0.00% | 15q | -0.9%-$2.4K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $239.4K | 3,489 | 0.09% | 3q | -52.9%-$269.3K |
| MAI Capital Management | $239.2K | 3,486 | 0.00% | new | NEW |
| Certified Advisory Corp | $233.3K | 3,400 | 0.02% | new | NEW |
| Castleview Partners, LLC | $222.6K | 3,245 | 0.10% | 2q | +12.7%+$25.1K |
| Atria Investments, Inc | $209.7K | 3,057 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $205.5K | 2,996 | 0.00% | 2q | -6.7%-$14.8K |
| RIK SAYLOR FINANCIAL, INC. | $201.6K | 2,938 | 0.13% | 2q | HELD |
| TUCKER ASSET MANAGEMENT LLC | $192.5K | 2,805 | 0.05% | 2q | +305.3%+$145.0K |
| Peterson Wealth Services | $188.1K | 2,742 | 0.04% | 8q | HELD |
| Arax Advisory Partners | $142.4K | 2,076 | 0.00% | 3q | +652.2%+$123.5K |
| HARBOUR INVESTMENTS, INC. | $120.1K | 1,751 | 0.00% | 21q | HELD |
| IFP Advisors, Inc | $96.0K | 1,399 | 0.00% | 3q | +33.9%+$24.3K |
| FMR LLC | $60.6K | 883 | 0.00% | 18q | +1301.6%+$56.2K |
| Intesa Sanpaolo Wealth Management | $26.0K | 379 | 0.01% | new | NEW |
| Spire Wealth Management | $20.6K | 300 | 0.00% | 16q | HELD |
| CoreCap Advisors, LLC | $19.1K | 279 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.7K | 273 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $11.9K | 174 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $11.5K | 167 | 0.00% | 6q | HELD |
| FAS Wealth Partners, Inc. | $11.0K | 160 | 0.00% | 21q | HELD |
| Capital Investment Advisory Services, LLC | $8.6K | 125 | 0.00% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.9K | 100 | 0.00% | 2q | HELD |
| Realta Investment Advisors | $6.7K | 97 | 0.00% | 4q | +12.8% |
| GHP Investment Advisors, Inc. | $6.5K | 95 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $3.4K | 50 | 0.00% | new | NEW |
| Darwin Wealth Management, LLC | $1.4K | 21 | 0.00% | 8q | HELD |
| ROTHSCHILD INVESTMENT LLC | $686 | 10 | 0.00% | 3q | HELD |
| CITIGROUP INC | $137 | 2 | 0.00% | 19q | 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 | 23 | $51.8M | 708,629 | 5 | 7 | 4 | 0.0% |
| Q2 2026 | 69 | $194.4M | 2,833,582 | 11 | 23 | 13 | 0.0% |
| Q1 2026 | 64 | $205.1M | 2,830,469 | 13 | 20 | 12 | 0.0% |
| Q4 2025 | 61 | $136.4M | 2,266,783 | 14 | 16 | 9 | 0.0% |
| Q3 2025 | 51 | $113.2M | 1,981,677 | 3 | 8 | 19 | 0.0% |
| Q2 2025 | 53 | $105.3M | 2,027,116 | 4 | 10 | 16 | 0.0% |
| Q1 2025 | 52 | $99.2M | 1,992,076 | 4 | 11 | 18 | 0.0% |
| Q4 2024 | 52 | $82.9M | 1,818,274 | 5 | 16 | 14 | 0.0% |
| Q3 2024 | 51 | $81.2M | 1,539,959 | 3 | 11 | 20 | 0.0% |
| Q2 2024 | 54 | $77.5M | 1,557,337 | 4 | 14 | 18 | 0.0% |
| Q1 2024 | 54 | $54.8M | 1,076,311 | 13 | 12 | 17 | 0.0% |
| Q4 2023 | 45 | $68.2M | 1,397,114 | 8 | 9 | 17 | 0.0% |
| Q3 2023 | 46 | $70.3M | 1,431,099 | 5 | 13 | 15 | 0.0% |
| Q2 2023 | 46 | $66.6M | 1,383,017 | 3 | 14 | 17 | 0.0% |
| Q1 2023 | 47 | $56.8M | 1,152,143 | 3 | 11 | 22 | 0.0% |
| Q4 2022 | 47 | $56.7M | 1,153,206 | 6 | 12 | 21 | 0.0% |
| Q3 2022 | 45 | $1.1B | 26,171,746 | 2 | 11 | 15 | 0.0% |
| Q2 2022 | 53 | $1.2B | 25,450,108 | 15 | 18 | 8 | 0.0% |
| Q1 2022 | 43 | $1.3B | 23,346,979 | 12 | 14 | 9 | 0.0% |
| Q4 2021 | 37 | $43.9M | 931,232 | 7 | 9 | 11 | 0.0% |
| Q3 2021 | 31 | $33.6M | 738,751 | 3 | 7 | 8 | 0.0% |
| Q2 2021 | 32 | $23.9M | 517,391 | 8 | 7 | 9 | 0.0% |
| Q1 2021 | 28 | $20.8M | 463,969 | 6 | 9 | 5 | 0.0% |
| Q4 2020 | 24 | $8.6M | 222,290 | 4 | 5 | 8 | 0.0% |
| Q3 2020 | 23 | $7.8M | 240,555 | 1 | 4 | 8 | 0.0% |
| Q2 2020 | 24 | $8.2M | 270,846 | 2 | 2 | 13 | 0.0% |
| Q1 2020 | 23 | $10.6M | 421,613 | 2 | 7 | 6 | 0.0% |
| Q4 2019 | 26 | $16.5M | 443,726 | 5 | 4 | 7 | 0.0% |
| Q3 2019 | 22 | $12.3M | 349,621 | 0 | 6 | 7 | 0.0% |
| Q2 2019 | 24 | $16.1M | 438,336 | 0 | 5 | 9 | 0.0% |
| Q1 2019 | 25 | $15.2M | 425,741 | 3 | 7 | 4 | 0.0% |
| Q4 2018 | 25 | $17.2M | 534,335 | 1 | 1 | 1 | 0.0% |