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

Rovin Capital’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
2025
Q4 		$308K Sell
8,503
-5,206
-38% -$188K 0.08% 170
2025
Q3 		$495K Hold
13,709
– – 0.14% 119
2025
Q2 		$477K Hold
13,709
– – 0.14% 113
2025
Q1 		$450K Buy
+13,709
New +$479K 0.14% 121

Other funds holding SMOT

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Rovin Capital's SMOT Position: Q4 2025 in Review

Rovin Capital reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 38% in Q4 2025, selling an estimated $188K and leaving 8,503 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #170.

Rovin Capital first reported a position in SMOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $495K in Q3 2025. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • Rovin Capital held 8,503 shares of VanEck Morningstar SMID Moat ETF worth $308K as of Q4 2025.
  • Rovin Capital sold 5,206 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $188K.
  • VanEck Morningstar SMID Moat ETF made up 0.08% of Rovin Capital's portfolio in Q4 2025, its #170 holding.
  • Rovin Capital first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and has held it in 4 quarters since.
  • Rovin Capital's VanEck Morningstar SMID Moat ETF position peaked at $495K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.