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Creekside Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Creekside Partners’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 		$2.36M Buy
67,161
+2,558
+4% +$93.5K 0.97% 26
2025
Q4 		$2.34M Sell
64,603
-237
-0.4% -$8.56K 0.99% 26
2025
Q3 		$2.34M Sell
64,840
-449
-0.7% -$16.1K 1.03% 26
2025
Q2 		$2.27M Buy
65,289
+271
+0.4% +$8.84K 1.08% 26
2025
Q1 		$2.13M Buy
65,018
+2,764
+4% +$96.5K 1.12% 25
2024
Q4 		$2.15M Buy
62,254
+7,970
+15% +$285K 1.11% 24
2024
Q3 		$1.9M Buy
54,284
+7,419
+16% +$246K 0.98% 28
2024
Q2 		$1.5M Buy
+46,865
New +$1.51M 0.83% 32

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Creekside Partners's SMOT Position: Q1 2026 in Review

Creekside Partners increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4% in Q1 2026, buying an estimated $93.5K and bringing the position to 67,161 shares worth $2.36M. The position accounts for 0.97% of the portfolio, ranked #26.

Creekside Partners first reported a position in SMOT in Q2 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Creekside Partners held 67,161 shares of VanEck Morningstar SMID Moat ETF worth $2.36M as of Q1 2026.
  • Creekside Partners bought 2,558 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $93.5K.
  • VanEck Morningstar SMID Moat ETF made up 0.97% of Creekside Partners's portfolio in Q1 2026, its #26 holding.
  • Creekside Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 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 Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.