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 Q2	$213K	Sell	5,484 -16,411	-75%	-$616K	﹤0.01%	11925
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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Citadel Advisors's SMOT Position: Q2 2026 in Review

Citadel Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 75% in Q2 2026, selling an estimated $616K and leaving 5,484 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #11925.

Citadel Advisors first reported a position in SMOT in Q4 2022 and has held it in 9 quarters since. The position peaked at $770K in Q1 2026. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Citadel Advisors held 5,484 shares of VanEck Morningstar SMID Moat ETF worth $213K as of Q2 2026.
Citadel Advisors sold 16,411 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $616K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11925 holding.
Citadel Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 9 quarters since.
Citadel Advisors's VanEck Morningstar SMID Moat ETF position peaked at $770K in Q1 2026.
102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.