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MAI Capital Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

MAI Capital Management’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 		$936K Buy
26,612
+6,551
+33% +$239K 0.01% 801
2025
Q4 		$726K Buy
+20,061
New +$725K ﹤0.01% 844

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

MAI Capital Management's SMOT Position: Q1 2026 in Review

MAI Capital Management increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 33% in Q1 2026, buying an estimated $239K and bringing the position to 26,612 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #801.

MAI Capital Management first reported a position in SMOT in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • MAI Capital Management held 26,612 shares of VanEck Morningstar SMID Moat ETF worth $936K as of Q1 2026.
  • MAI Capital Management bought 6,551 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $239K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #801 holding.
  • MAI Capital Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.