Cambridge Investment Research Advisors
SMOT icon

Cambridge Investment Research Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Cambridge Investment Research Advisors’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 		$1.87M Sell
48,196
-5,577
-10% -$209K ﹤0.01% 1740
2026
Q1 		$1.89M Buy
53,773
+769
+1% +$28.1K ﹤0.01% 1627
2025
Q4 		$1.92M Sell
53,004
-8,440
-14% -$305K 0.01% 1552
2025
Q3 		$2.22M Sell
61,444
-26,494
-30% -$952K 0.01% 1425
2025
Q2 		$3.06M Buy
87,938
+3,641
+4% +$119K 0.01% 1134
2025
Q1 		$2.76M Sell
84,297
-28,957
-26% -$1.01M 0.01% 1157
2024
Q4 		$3.9M Buy
113,254
+14,412
+15% +$514K 0.01% 942
2024
Q3 		$3.46M Buy
98,842
+4,139
+4% +$137K 0.01% 1005
2024
Q2 		$3.03M Sell
94,703
-696
-0.7% -$22.5K 0.01% 1028
2024
Q1 		$3.25M Sell
95,399
-6,911
-7% -$220K 0.01% 990
2023
Q4 		$3.22M Buy
102,310
+44,507
+77% +$1.27M 0.01% 929
2023
Q3 		$1.64M Buy
57,803
+3,934
+7% +$117K 0.01% 1263
2023
Q2 		$1.61M Buy
53,869
+44,512
+476% +$1.25M 0.01% 1296
2023
Q1 		$266K Buy
+9,357
New +$271K ﹤0.01% 2592

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

Cambridge Investment Research Advisors's SMOT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 10% in Q2 2026, selling an estimated $209K and leaving 48,196 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Cambridge Investment Research Advisors first reported a position in SMOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Cambridge Investment Research Advisors held 48,196 shares of VanEck Morningstar SMID Moat ETF worth $1.87M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 5,577 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $209K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1740 holding.
  • Cambridge Investment Research Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's VanEck Morningstar SMID Moat ETF position peaked at $3.9M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.