Equitable Holdings’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Equitable Holdings’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	$765K	Hold	19,690	–	–	﹤0.01%	1111
2026 Q1	$713K	Buy	19,690 +324	+2%	+$11.8K	﹤0.01%	1110
2025 Q4	$701K	Sell	19,366 -1,903	-9%	-$68.7K	﹤0.01%	991
2025 Q3	$767K	Sell	21,269 -693	-3%	-$24.9K	0.01%	927
2025 Q2	$764K	Sell	21,962 -4,979	-18%	-$162K	0.01%	880
2025 Q1	$883K	Sell	26,941 -3,382	-11%	-$118K	0.01%	743
2024 Q4	$1.05M	Sell	30,323 -267	-0.9%	-$9.53K	0.01%	667
2024 Q3	$1.07M	Sell	30,590 -1,033	-3%	-$34.2K	0.01%	667
2024 Q2	$1.01M	Buy	31,623 +106	+0.3%	+$3.42K	0.01%	649
2024 Q1	$1.08M	Buy	31,517 +2,994	+10%	+$95.5K	0.01%	600
2023 Q4	$898K	Buy	28,523 +14,215	+99%	+$406K	0.01%	613
2023 Q3	$407K	Buy	+14,308	New	+$426K	0.01%	784

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

Equitable Holdings's SMOT Position: Q2 2026 in Review

Equitable Holdings held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 19,690 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Equitable Holdings first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Equitable Holdings held 19,690 shares of VanEck Morningstar SMID Moat ETF worth $765K as of Q2 2026.
Equitable Holdings left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1111 holding.
Equitable Holdings first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
Equitable Holdings's VanEck Morningstar SMID Moat ETF position peaked at $1.08M in Q1 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.