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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $403.52 M.
Top institutional holders include Renaissance Technologies (RenTech) and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $144.14 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Steven Cohen reduced exposure by 76.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for VanEck Semiconductor ETF (SMH)
Major holders include Renaissance Technologies (RenTech) ($141.66 M), Ken Fisher ($55.43 M), Paul Tudor Jones ($20.29 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 655,065 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $144.14 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited SMH. The total reported sell value was $19.59 M.
Yes, 2 managers opened new positions in SMH, and 3 increased their existing holdings. The total reported buy value was $163.73 M.
