Jeff Yass’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Jeff Yass’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	$1.08M	Buy	27,893 +14,055	+102%	+$527K	﹤0.01%	7998
2026 Q1	$487K	Buy	+13,838	New	+$506K	﹤0.01%	9738
2025 Q4	–	Sell	-21,221	Closed	-$766K	–	13522
2025 Q3	$766K	Buy	+21,221	New	+$763K	﹤0.01%	7979
2025 Q1	–	Sell	-17,233	Closed	-$594K	–	13382
2024 Q4	$594K	Buy	+17,233	New	+$615K	﹤0.01%	8251
2024 Q2	–	Sell	-20,267	Closed	-$691K	–	13146
2024 Q1	$691K	Buy	20,267 +5,962	+42%	+$190K	﹤0.01%	7728
2023 Q4	$451K	Buy	+14,305	New	+$408K	﹤0.01%	8933
2023 Q2	–	Sell	-15,257	Closed	-$434K	–	13053
2023 Q1	$434K	Sell	15,257 -5,186	-25%	-$150K	﹤0.01%	8904
2022 Q4	$553K	Buy	+20,443	New	+$545K	﹤0.01%	7595

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

Jeff Yass's SMOT Position: Q2 2026 in Review

Jeff Yass increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 102% in Q2 2026, buying an estimated $527K and bringing the position to 27,893 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #7998.

Jeff Yass first reported a position in SMOT in Q4 2022 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Jeff Yass held 27,893 shares of VanEck Morningstar SMID Moat ETF worth $1.08M as of Q2 2026.
Jeff Yass bought 14,055 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $527K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7998 holding.
Jeff Yass first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.