AssetMark Inc
SMOT icon

AssetMark Inc’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

AssetMark Inc’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Sell
355
-214
-38% -$8.03K ﹤0.01% 2329
2026
Q1 		$20K Hold
569
– – ﹤0.01% 2052
2025
Q4 		$20.6K Hold
569
– – ﹤0.01% 1993
2025
Q3 		$20.5K Hold
569
– – ﹤0.01% 1906
2025
Q2 		$19.8K Buy
+569
New +$18.6K ﹤0.01% 1809

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

AssetMark Inc's SMOT Position: Q2 2026 in Review

AssetMark Inc reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 38% in Q2 2026, selling an estimated $8.03K and leaving 355 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

AssetMark Inc first reported a position in SMOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.6K in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • AssetMark Inc held 355 shares of VanEck Morningstar SMID Moat ETF worth $13.8K as of Q2 2026.
  • AssetMark Inc sold 214 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $8.03K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2329 holding.
  • AssetMark Inc first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's VanEck Morningstar SMID Moat ETF position peaked at $20.6K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.