Tower Research Capital (TRC)’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Tower Research Capital (TRC)’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	$156K	Sell	4,012 -3,343	-45%	-$125K	﹤0.01%	1880
2026 Q1	$259K	Buy	+7,355	New	+$269K	0.01%	1419
2025 Q4	–	Sell	-516	Closed	-$18.6K	–	5551
2025 Q3	$18.6K	Sell	516 -10,570	-95%	-$380K	﹤0.01%	3376
2025 Q2	$386K	Buy	11,086 +2,843	+34%	+$92.7K	0.01%	1199
2025 Q1	$270K	Buy	8,243 +7,883	+2,190%	+$275K	0.01%	1203
2024 Q4	$12.4K	Buy	+360	New	+$12.9K	﹤0.01%	3618
2024 Q3	–	Sell	-10,082	Closed	-$322K	–	5962
2024 Q2	$322K	Buy	10,082 +7,644	+314%	+$247K	0.01%	1705
2024 Q1	$83.2K	Buy	+2,438	New	+$77.7K	﹤0.01%	1935
2023 Q3	–	Sell	-716	Closed	-$21.4K	–	6197
2023 Q2	$21.4K	Sell	716 -2,913	-80%	-$82.1K	﹤0.01%	3328
2023 Q1	$103K	Buy	+3,629	New	+$105K	﹤0.01%	1841

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

Tower Research Capital (TRC)'s SMOT Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 45% in Q2 2026, selling an estimated $125K and leaving 4,012 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Tower Research Capital (TRC) first reported a position in SMOT in Q1 2023 and has held it in 10 quarters since. The position peaked at $386K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Tower Research Capital (TRC) held 4,012 shares of VanEck Morningstar SMID Moat ETF worth $156K as of Q2 2026.
Tower Research Capital (TRC) sold 3,343 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $125K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1880 holding.
Tower Research Capital (TRC) first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 10 quarters since.
Tower Research Capital (TRC)'s VanEck Morningstar SMID Moat ETF position peaked at $386K in Q2 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.