Stifel Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stifel Financial’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	$1.76M	Sell	45,239 -4,435	-9%	-$166K	﹤0.01%	2183
2026 Q1	$1.75M	Buy	49,674 +710	+1%	+$26K	﹤0.01%	2066
2025 Q4	$1.77M	Sell	48,964 -285	-0.6%	-$10.3K	﹤0.01%	2013
2025 Q3	$1.78M	Sell	49,249 -186	-0.4%	-$6.68K	﹤0.01%	1995
2025 Q2	$1.72M	Buy	49,435 +386	+0.8%	+$12.6K	﹤0.01%	1958
2025 Q1	$1.61M	Sell	49,049 -537	-1%	-$18.7K	﹤0.01%	1911
2024 Q4	$1.71M	Sell	49,586 -1,299	-3%	-$46.4K	﹤0.01%	1889
2024 Q3	$1.78M	Buy	50,885 +4,350	+9%	+$144K	﹤0.01%	1852
2024 Q2	$1.49M	Sell	46,535 -3,460	-7%	-$112K	﹤0.01%	1929
2024 Q1	$1.71M	Buy	49,995 +7,953	+19%	+$254K	﹤0.01%	1841
2023 Q4	$1.32M	Sell	42,042 -2,053	-5%	-$58.6K	﹤0.01%	1963
2023 Q3	$1.25M	Buy	+44,095	New	+$1.31M	﹤0.01%	1888

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

Stifel Financial's SMOT Position: Q2 2026 in Review

Stifel Financial reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 8.9% in Q2 2026, selling an estimated $166K and leaving 45,239 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Stifel Financial first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Stifel Financial held 45,239 shares of VanEck Morningstar SMID Moat ETF worth $1.76M as of Q2 2026.
Stifel Financial sold 4,435 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $166K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2183 holding.
Stifel Financial first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
Stifel Financial's VanEck Morningstar SMID Moat ETF position peaked at $1.78M in Q3 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.