HighTower Advisors
SMOT icon

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

HighTower 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 		$1.07M Sell
27,589
-587
-2% -$22K ﹤0.01% 2200
2026
Q1 		$991K Buy
28,176
+42
+0.1% +$1.53K ﹤0.01% 2191
2025
Q4 		$1.02M Buy
28,134
+1,540
+6% +$55.6K ﹤0.01% 2097
2025
Q3 		$960K Buy
26,594
+1,846
+7% +$66.3K ﹤0.01% 2123
2025
Q2 		$861K Sell
24,748
-33,788
-58% -$1.1M ﹤0.01% 2114
2025
Q1 		$1.92M Buy
58,536
+6,535
+13% +$228K ﹤0.01% 1548
2024
Q4 		$1.79M Sell
52,001
-5,161
-9% -$184K ﹤0.01% 1582
2024
Q3 		$1.99M Buy
57,162
+13,456
+31% +$446K ﹤0.01% 1528
2024
Q2 		$1.38M Buy
43,706
+14,657
+50% +$473K ﹤0.01% 1661
2024
Q1 		$986K Buy
29,049
+6,218
+27% +$198K ﹤0.01% 1811
2023
Q4 		$705K Buy
22,831
+8,482
+59% +$242K ﹤0.01% 2052
2023
Q3 		$392K Buy
+14,349
New +$427K ﹤0.01% 2398

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

HighTower Advisors's SMOT Position: Q2 2026 in Review

HighTower Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 2.1% in Q2 2026, selling an estimated $22K and leaving 27,589 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

HighTower Advisors first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • HighTower Advisors held 27,589 shares of VanEck Morningstar SMID Moat ETF worth $1.07M as of Q2 2026.
  • HighTower Advisors sold 587 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $22K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2200 holding.
  • HighTower Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
  • HighTower Advisors's VanEck Morningstar SMID Moat ETF position peaked at $1.99M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.