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Vaneck Semiconductor ETF

Held by 4 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 92189F676 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 4 of the investors we track own this stock. In the latest quarter, 2 of them bought more of it and 6 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
4
-2 vs last quarter (like-for-like)
Total value held
$219.37M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$106.64M
-32.7% vs last quarter
Net shares bought
-515.9K
Est. net flow -$147.26M
Quarter activity
2 bought · 6 sold
2 new · 4 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SMH?

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Who owns SMH? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Israel Englander Millennium Management 203.07K $133.19M 0.1% New +203.1K — +$133.19M
2 Ken Fisher Fisher Asset Management 126.33K $82.86M 0.0% Reduced -18.2K -12.6% -$11.97M
3 Ken Griffin Citadel Advisors 3.31K $2.17M 0.0% New +3.3K — +$2.17M
4 Steve Cohen Point72 Asset Management 1.75K $1.15M 0.0% Reduced -2.7K -61.1% -$1.80M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Jim Simons Renaissance Technologies -369.5K $141.66M
David Shaw D.E. Shaw & Co. -199.5K $76.47M
Two Sigma Two Sigma Investments -92.3K $35.39M
Dan Loeb Third Point -40.0K $15.34M

Politician trades

Politician trades in SMH

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.