Bank of Montreal
SMOT icon

Bank of Montreal’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bank of Montreal’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 		$56.8K Buy
+1,800
New +$67.5K ﹤0.01% 3395
2025
Q2 		– Sell
-42
Closed -$1.38K – 3712
2025
Q1 		$1.38K Buy
+42
New +$1.47K ﹤0.01% 3419

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

Bank of Montreal's SMOT Position: Q2 2026 in Review

Bank of Montreal opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026: 1,800 shares worth $56.8K. The stake represents ﹤0.01% of the portfolio and ranks #3395 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in SMOT as recently as Q1 2025.

Bank of Montreal first reported a position in SMOT in Q1 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Bank of Montreal held 1,800 shares of VanEck Morningstar SMID Moat ETF worth $56.8K as of Q2 2026.
  • VanEck Morningstar SMID Moat ETF was a new Bank of Montreal position in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3395 holding.
  • Bank of Montreal first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.