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Position history for LPL Financial LLCLPL Financial LLC's holdings in VANECK MORNINGSTAR SMID MOAT

LPL Financial LLC holds 832,840 shares of SMOT (VANECK MORNINGSTAR SMID MOAT), worth $32.4M as of 2026-Q2. The position was decreased (-10.5% shares). SMOT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$32.4M

Current Shares

832,840

Total Value Change

-$195,593

Total Shares Change

-96,642

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
832,840
-10.5%
$32.4M0.0%$38.86
0
2026-Q1
Decreased
930,882
-15.1%
$32.8M0.0%$36.64
0
2025-Q4
Decreased
1.1M
-11.1%
$39.7M0.0%$36.51
0
2025-Q3
Increased
1.2M
+6.5%
$44.5M0.0%$35.82
31
2025-Q2
Decreased
1.2M
-8.8%
$40.3M0.0%$34.27
0
2025-Q1
Increased
1.3M
+16.7%
$41.6M0.0%$32.23
34
2024-Q4
Increased
1.1M
+17.1%
$37.5M0.0%$33.99
34
2024-Q3
Increased
929,482
+39.1%
$32.6M0.0%$34.18
38

Other major holders of SMOT: GREAT LAKES ADVISORS, LLC

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