Citadel Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Citadel 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 Q1	$770K	Buy	21,895 +8,082	+59%	+$295K	﹤0.01%	8285
2025 Q4	$500K	Buy	+13,813	New	+$499K	﹤0.01%	9014
2025 Q1	–	Sell	-16,185	Closed	-$558K	–	15482
2024 Q4	$558K	Buy	+16,185	New	+$578K	﹤0.01%	8316
2024 Q2	–	Sell	-6,725	Closed	-$229K	–	15305
2024 Q1	$229K	Sell	6,725 -7,537	-53%	-$240K	﹤0.01%	10044
2023 Q4	$449K	Buy	14,262 +3,110	+28%	+$88.8K	﹤0.01%	8335
2023 Q3	$317K	Buy	+11,152	New	+$332K	﹤0.01%	9065
2023 Q2	–	Sell	-9,146	Closed	-$260K	–	15152
2023 Q1	$260K	Sell	9,146 -6,230	-41%	-$180K	﹤0.01%	9681
2022 Q4	$416K	Buy	+15,376	New	+$410K	﹤0.01%	8625

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Citadel Advisors's SMOT Position: Q1 2026 in Review

Citadel Advisors increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 59% in Q1 2026, buying an estimated $295K and bringing the position to 21,895 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #8285.

Citadel Advisors first reported a position in SMOT in Q4 2022 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Citadel Advisors held 21,895 shares of VanEck Morningstar SMID Moat ETF worth $770K as of Q1 2026.
Citadel Advisors bought 8,082 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $295K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8285 holding.
Citadel Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.