0
SMH
VANECK ETF TRUST
Consensus score 0/100 · tier-weighted across tracked managers
Holders
1
tracked managers
New this Q
1
opened a position
Avg weight
0.7%
of their portfolios
Combined value
$15M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Third Point Activist | 0.7% | $15M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.