MML Investors Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

MML Investors Services’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	$497K	Buy	+12,781	New	+$479K	﹤0.01%	2476
2026 Q1	–	Sell	-139,784	Closed	-$5.06M	–	3161
2025 Q4	$5.06M	Buy	139,784 +12,359	+10%	+$446K	0.01%	855
2025 Q3	$4.6M	Buy	127,425 +9,707	+8%	+$349K	0.01%	856
2025 Q2	$4.1M	Sell	117,718 -15,330	-12%	-$500K	0.01%	882
2025 Q1	$4.36M	Buy	133,048 +11,941	+10%	+$417K	0.01%	788
2024 Q4	$4.17M	Buy	121,107 +27,349	+29%	+$976K	0.01%	781
2024 Q3	$3.28M	Sell	93,758 -2,880	-3%	-$95.4K	0.01%	865
2024 Q2	$3.09M	Sell	96,638 -23,134	-19%	-$747K	0.01%	839
2024 Q1	$4.08M	Buy	119,772 +9,590	+9%	+$306K	0.02%	730
2023 Q4	$3.47M	Sell	110,182 -37,984	-26%	-$1.08M	0.02%	751
2023 Q3	$4.21M	Buy	148,166 +13,239	+10%	+$394K	0.02%	610
2023 Q2	$4.04M	Buy	134,927 +31,851	+31%	+$898K	0.02%	621
2023 Q1	$2.93M	Buy	+103,076	New	+$2.98M	0.02%	641

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

MML Investors Services's SMOT Position: Q2 2026 in Review

MML Investors Services opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026: 12,781 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings. This is a return to the name: MML Investors Services previously reported a position in SMOT as recently as Q4 2025.

MML Investors Services first reported a position in SMOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.06M in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

MML Investors Services held 12,781 shares of VanEck Morningstar SMID Moat ETF worth $497K as of Q2 2026.
VanEck Morningstar SMID Moat ETF was a new MML Investors Services position in Q2 2026.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2476 holding.
MML Investors Services first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 13 quarters since.
MML Investors Services's VanEck Morningstar SMID Moat ETF position peaked at $5.06M in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.