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Oppenheimer & Co’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Oppenheimer & Co’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 		$438K Hold
11,271
– – ﹤0.01% 1318
2026
Q1 		$397K Buy
11,271
+1,145
+11% +$41.9K ﹤0.01% 1287
2025
Q4 		$367K Buy
10,126
+3,675
+57% +$133K 0.01% 1201
2025
Q3 		$233K Buy
6,451
+696
+12% +$25K ﹤0.01% 1488
2025
Q2 		$200K Buy
+5,755
New +$188K ﹤0.01% 1503

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

Oppenheimer & Co's SMOT Position: Q2 2026 in Review

Oppenheimer & Co held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 11,271 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Oppenheimer & Co first reported a position in SMOT in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Oppenheimer & Co held 11,271 shares of VanEck Morningstar SMID Moat ETF worth $438K as of Q2 2026.
  • Oppenheimer & Co left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1318 holding.
  • Oppenheimer & Co first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.