Mariner

Mariner’s VanEck Semiconductor ETF SMH Stock Holding History

Mariner’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.2M	Buy	107,566 +3,531	+3%	+$1.4M	0.05%	302
2025 Q4	$37.5M	Buy	104,035 +9,135	+10%	+$3.21M	0.04%	309
2025 Q3	$31M	Buy	94,900 +4,756	+5%	+$1.41M	0.04%	333
2025 Q2	$25.1M	Buy	90,144 +11,951	+15%	+$2.77M	0.04%	357
2025 Q1	$16.5M	Buy	78,193 +29,173	+60%	+$6.99M	0.03%	421
2024 Q4	$11.9M	Sell	49,020 -4,660	-9%	-$1.16M	0.02%	498
2024 Q3	$13.2M	Buy	53,680 +9,716	+22%	+$2.36M	0.02%	458
2024 Q2	$11.5M	Buy	43,964 +6,513	+17%	+$1.53M	0.02%	476
2024 Q1	$8.43M	Sell	37,451 -1,196	-3%	-$240K	0.02%	553
2023 Q4	$6.76M	Buy	38,647 +5,232	+16%	+$819K	0.02%	588
2023 Q3	$4.84M	Buy	33,415 +742	+2%	+$112K	0.01%	649
2023 Q2	$4.97M	Buy	32,673 +14,581	+81%	+$1.97M	0.01%	650
2023 Q1	$2.38M	Sell	18,092 -86	-0.5%	-$10.3K	0.01%	885
2022 Q4	$1.84M	Sell	18,178 -5,674	-24%	-$577K	0.01%	970
2022 Q3	$2.21M	Buy	23,852 +1,000	+4%	+$109K	0.01%	736
2022 Q2	$2.33M	Buy	22,852 +1,108	+5%	+$129K	0.01%	669
2022 Q1	$2.93M	Buy	+21,744	New	+$2.98M	0.01%	624

Other funds holding SMH

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return