LPL Financial
SMOT icon

LPL Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

LPL Financial’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 		$32.4M Sell
832,840
-98,042
-11% -$3.68M 0.01% 1266
2026
Q1 		$32.8M Sell
930,882
-165,904
-15% -$6.07M 0.01% 1134
2025
Q4 		$39.7M Sell
1,096,786
-136,567
-11% -$4.93M 0.01% 988
2025
Q3 		$44.5M Buy
1,233,353
+75,338
+7% +$2.71M 0.01% 903
2025
Q2 		$40.3M Sell
1,158,015
-112,128
-9% -$3.66M 0.01% 876
2025
Q1 		$41.6M Buy
1,270,143
+181,667
+17% +$6.34M 0.02% 766
2024
Q4 		$37.5M Buy
1,088,476
+158,994
+17% +$5.68M 0.02% 789
2024
Q3 		$32.6M Buy
929,482
+261,417
+39% +$8.66M 0.01% 799
2024
Q2 		$21.4M Buy
668,065
+188,564
+39% +$6.09M 0.01% 935
2024
Q1 		$16.4M Sell
479,501
-33,459
-7% -$1.07M 0.01% 1035
2023
Q4 		$16.2M Buy
512,960
+224,804
+78% +$6.42M 0.01% 978
2023
Q3 		$8.19M Buy
288,156
+155,648
+117% +$4.64M 0.01% 1284
2023
Q2 		$3.97M Buy
132,508
+87,842
+197% +$2.48M ﹤0.01% 1721
2023
Q1 		$1.27M Buy
+44,666
New +$1.29M ﹤0.01% 2554

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

LPL Financial's SMOT Position: Q2 2026 in Review

LPL Financial reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 11% in Q2 2026, selling an estimated $3.68M and leaving 832,840 shares worth $32.4M. The position accounts for 0.01% of the portfolio, ranked #1266.

LPL Financial first reported a position in SMOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.5M in Q3 2025. 53 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • LPL Financial held 832,840 shares of VanEck Morningstar SMID Moat ETF worth $32.4M as of Q2 2026.
  • LPL Financial sold 98,042 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $3.68M.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1266 holding.
  • LPL Financial first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's VanEck Morningstar SMID Moat ETF position peaked at $44.5M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.