Guru Ownership Trend
Guru Analysis for VanEck Semiconductor ETF (SMH)
VanEck Semiconductor ETF (SMH), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $143.96 M.
Top institutional holders include Ken Fisher and Jefferies Group.
Institutional sentiment is currently Bearish. This is evidenced by a $151.55 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 195.9%. Conversely, Steven Cohen reduced exposure by 61.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for VanEck Semiconductor ETF (SMH)
Major holders include Ken Fisher ($82.86 M), Jefferies Group ($29.48 M), Cliff Asness ($21.73 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 253,890 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $151.55 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited SMH. The total reported sell value was $183.89 M.
Yes, 0 managers opened new positions in SMH, and 3 increased their existing holdings. The total reported buy value was $32.34 M.
