Mariner
SMOT icon

Mariner’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Mariner’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 		– Sell
-14,930
Closed -$525K – 3875
2026
Q1 		$525K Buy
14,930
+243
+2% +$8.88K ﹤0.01% 2460
2025
Q4 		$532K Buy
14,687
+1,305
+10% +$47.1K ﹤0.01% 2403
2025
Q3 		$483K Sell
13,382
-345
-3% -$12.4K ﹤0.01% 2460
2025
Q2 		$478K Sell
13,727
-616
-4% -$20.1K ﹤0.01% 2372
2025
Q1 		$470K Buy
14,343
+611
+4% +$21.3K ﹤0.01% 2252
2024
Q4 		$473K Buy
13,732
+535
+4% +$19.1K ﹤0.01% 2244
2024
Q3 		$462K Sell
13,197
-144,888
-92% -$4.8M ﹤0.01% 2194
2024
Q2 		$5.05M Buy
158,085
+9,277
+6% +$299K 0.01% 719
2024
Q1 		$5.08M Sell
148,808
-1,798
-1% -$57.3K 0.01% 721
2023
Q4 		$4.74M Buy
150,606
+359
+0.2% +$10.3K 0.01% 697
2023
Q3 		$4.27M Buy
150,247
+5,830
+4% +$174K 0.01% 696
2023
Q2 		$4.33M Buy
+144,417
New +$4.07M 0.01% 696

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

Mariner's SMOT Position: Q2 2026 in Review

Mariner sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 14,930 shares — an estimated $525K sold.

Mariner first reported a position in SMOT in Q2 2023 and held it in 12 quarters. The position peaked at $5.08M in Q1 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Mariner reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 14,930 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $525K.
  • Mariner first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and held it in 12 quarters.
  • Mariner's VanEck Morningstar SMID Moat ETF position peaked at $5.08M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.