Free Trial
→ Get Ready for Elon Musk’s BIGGEST Comeback Yet (From Brownstone Research) (Ad) Buy MOAT Stock  Free MOAT Stock Alerts

VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$92.13 -0.16 (-0.17%)
As of 09:30 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
509
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$1.49B
Get MOAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Morningstar Wide Moat ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC54,166$4.77M0.2%-3.6%0.038%
5/28/2025 Jones Financial Companies Lllp882,771$77.41M0.1%+29.6%0.621%
5/28/2025 Intrua Financial LLC4,452$392K0.1%-5.1%0.003%
5/22/2025 Rollins Financial Advisors LLC21,305$1.88M0.3%-15.9%0.015%
5/22/2025 WBI Investments LLC2,686$236K0.1%N/A0.002%
5/21/2025 Geneos Wealth Management Inc.293,040$25.79M0.9%-12.2%0.202%
5/20/2025 Belpointe Asset Management LLC6,108$538K0.0%-31.5%0.004%
5/20/2025 Focus Partners Wealth28,372$2.50M0.0%-50.6%0.020%
5/20/2025 Anchor Investment Management LLC8,893$783K0.1%-4.2%0.006%
5/19/2025 Jane Street Group LLC13,835$1.22M0.0%+125.3%0.010%
5/19/2025 SageView Advisory Group LLC16,671$1.47M0.1%-6.2%0.011%
5/16/2025 Empowered Funds LLC154,405$13.59M0.2%+22,310.0%0.106%
5/16/2025 Arete Wealth Advisors LLC6,957$612K0.0%-53.2%0.005%
5/16/2025 Signature Estate & Investment Advisors LLC52,700$4.64M0.1%+105.9%0.036%
5/16/2025 Goldman Sachs Group Inc.12,131$1.07M0.0%N/A0.008%
5/16/2025 Jones Financial Companies Lllp23,867$2.10M0.0%-96.5%0.016%
5/16/2025 Rise Advisors LLC758$67K0.0%N/A0.001%
5/16/2025 Ruggaard & Associates LLC133,138$11.72M5.1%-1.4%0.092%
5/16/2025 Plotkin Financial Advisors LLC117,560$10.35M6.4%+1.8%0.081%
5/16/2025 NewEdge Advisors LLC161,279$14.19M0.1%+45.1%0.111%
5/16/2025 Integrated Wealth Concepts LLC4,712$415K0.0%-9.3%0.003%
5/16/2025 Banque Transatlantique SA447$36K0.0%N/A0.000%
5/16/2025 AQR Capital Management LLC21,523$1.89M0.0%+16.9%0.015%
5/16/2025 Ancora Advisors LLC299,334$26.34M0.6%+22.6%0.206%
5/15/2025 Family Office Research LLC147,004$12.94M6.3%+1.4%0.101%
5/15/2025 Federation des caisses Desjardins du Quebec44,797$3.94M0.0%-70.6%0.031%
5/15/2025 EP Wealth Advisors LLC263,765$23.21M0.2%-21.6%0.181%
5/15/2025 Focus Partners Advisor Solutions LLC5,926$522K0.0%+30.5%0.004%
5/15/2025 Flputnam Investment Management Co.45,416$4.00M0.1%N/A0.031%
5/15/2025 Royal Bank of Canada1,004,659$88.41M0.0%-11.8%0.691%
5/15/2025 MAI Capital Management204,183$17.97M0.1%+2.4%0.140%
5/15/2025 Calton & Associates Inc.16,137$1.42M0.3%+626.9%0.011%
5/15/2025 Baird Financial Group Inc.134,442$11.83M0.0%+1.6%0.092%
5/15/2025 Activest Wealth Management233,225$20.52M5.5%-6.4%0.160%
5/15/2025 Palo Alto Wealth Advisors LLC144,992$13.18M5.3%-52.7%0.100%
5/15/2025 TD Capital Management LLC2,891$254K0.0%-18.9%0.002%
5/14/2025 Wealth Preservation Advisors LLC928$82K0.1%N/A0.001%
5/14/2025 CreativeOne Wealth LLC23,696$2.09M0.1%+11.6%0.016%
5/14/2025 Samalin Investment Counsel LLC9,677$852K0.3%-10.6%0.007%
5/14/2025 PKS Advisory Services LLC14,974$1.32M0.4%+26.7%0.010%
Banks aren’t ready for this altcoin—are you? (Ad)

While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly positioning itself to overthrow the entire banking system.

Click here to access the full report now.
5/14/2025 WCG Wealth Advisors LLC12,216$1.08M0.1%-27.2%0.008%
5/14/2025 Apexium Financial LP578,126$50.88M3.0%+0.2%0.398%
5/14/2025 Comerica Bank80,318$7.07M0.0%-9.1%0.055%
5/14/2025 Synovus Financial Corp5,771$508K0.0%-7.4%0.004%
5/14/2025 Oliver Luxxe Assets LLC11,507$1.01M0.2%-47.3%0.008%
5/14/2025 Northwestern Mutual Wealth Management Co.912,501$80.30M0.1%-7.7%0.628%
5/14/2025 Cutler Capital Management LLC22,743$2.00M0.7%+2.7%0.016%
5/14/2025 Kestra Advisory Services LLC138,557$12.19M0.1%-12.7%0.095%
5/14/2025 Compound Planning Inc.29,490$2.60M0.1%-4.0%0.020%
5/14/2025 Ameriprise Financial Inc.1,462,604$128.79M0.0%-27.5%1.006%
5/14/2025 Lionsbridge Wealth Management LLC28,624$2.52M2.2%-18.4%0.020%
5/14/2025 CW Advisors LLC95,094$8.37M0.1%N/A0.065%
5/14/2025 Summit Financial LLC259,028$22.80M0.6%+4,808.6%0.178%
5/14/2025 Flow Traders U.S. LLC53,973$4.75M0.2%N/A0.037%
5/14/2025 Accredited Wealth Management LLC85,748$7.55M6.4%+2.0%0.059%
5/14/2025 Level Four Advisory Services LLC351,777$30.96M1.3%+5.7%0.242%
5/14/2025 Venture Visionary Partners LLC2,532$223K0.0%N/A0.002%
5/14/2025 Fairscale Capital LLC3,566$314K0.3%-30.3%0.002%
5/13/2025 Aptus Capital Advisors LLC19,659$1.73M0.0%-28.5%0.014%
5/13/2025 Freestone Capital Holdings LLC3,078$271K0.0%-4.5%0.002%
5/13/2025 Cascade Financial Partners LLC22,445$1.98M0.2%-41.4%0.015%
5/13/2025 Steward Partners Investment Advisory LLC298,284$26.25M0.2%-2.5%0.205%
5/13/2025 Raymond James Financial Inc.4,505,113$396.45M0.1%-16.9%3.098%
5/13/2025 Cresset Asset Management LLC13,965$1.23M0.0%+26.5%0.010%
5/13/2025 Boston Family Office LLC60,823$5.35M0.4%+26.5%0.042%
5/13/2025 Aberdeen Group plc39,539$3.45M0.0%-63.7%0.027%
5/13/2025 Tacita Capital Inc61,552$5.42M3.9%-2.6%0.042%
5/13/2025 FCA Corp TX20,083$1.77M0.6%-4.5%0.014%
5/13/2025 Compass Advisory Group LLC86,552$7.62M2.7%+6.1%0.060%
5/13/2025 Long Island Wealth Management Inc.108,992$9.59M5.8%+12.2%0.075%
5/13/2025 Kovitz Investment Group Partners LLC46,997$4.14M0.0%+797.6%0.032%
5/13/2025 Cookson Peirce & Co. Inc.31,455$2.77M0.1%-2.5%0.022%
5/13/2025 HighTower Advisors LLC617,241$54.32M0.1%-20.1%0.425%
5/13/2025 Trajan Wealth LLC38,303$3.37M0.2%-1.2%0.026%
5/13/2025 Elevation Capital Advisory LLC108,536$9.55M4.2%+680.3%0.075%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,086$270K0.0%+41.6%0.002%
5/12/2025 First American Trust FSB3,399$299K0.0%-10.0%0.002%
5/12/2025 SouthState Corp1,811$159K0.0%N/A0.001%
5/12/2025 Atlas Capital Advisors Inc.6,939$611K0.1%-13.0%0.005%
5/12/2025 Berger Financial Group Inc17,818$1.57M0.1%-8.7%0.012%
5/12/2025 True North Advisors LLC2,994$263K0.0%N/A0.002%
5/12/2025 Benjamin Edwards Inc.17,738$1.56M0.0%-25.1%0.012%
5/12/2025 Darrow Company Inc.86,143$7.58M4.2%-52.2%0.059%
5/12/2025 Townsquare Capital LLC8,274$728K0.0%+108.4%0.006%
5/12/2025 Savvy Advisors Inc.2,659$234K0.0%-24.5%0.002%
5/12/2025 National Bank of Canada FI18,961$1.67M0.0%-4.1%0.013%
5/12/2025 Citigroup Inc.221,527$19.49M0.0%+3.3%0.152%
5/12/2025 AlphaCore Capital LLC81,800$7.20M0.6%N/A0.056%
5/12/2025 WealthPLAN Partners LLC164,281$14.46M2.0%+0.7%0.113%
5/12/2025 WealthPlan Investment Management LLC64,562$5.68M0.6%+5.1%0.044%
Why Elon put $51 million into this (Ad)

Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists

[See The Details Here]
5/9/2025 Headlands Technologies LLC998$88K0.0%-78.6%0.001%
5/9/2025 Keeler Thomas Management LLC4,847$427K0.2%-64.7%0.003%
5/9/2025 Chicago Partners Investment Group LLC17,076$1.48M0.0%N/A0.012%
5/9/2025 Commonwealth Financial Services LLC4,769$420K0.1%-3.3%0.003%
5/9/2025 Roberts Glore & Co. Inc. IL43,746$3.85M1.2%+6.6%0.030%
5/9/2025 Endowment Wealth Management Inc.31,574$2.78M1.8%+8.3%0.022%
5/9/2025 Vision Financial Markets LLC429$38K0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.135,475$11.92M0.1%-12.5%0.093%
5/9/2025 Farrow Financial Inc.105,529$9.29M6.2%+0.9%0.073%
5/9/2025 Cary Street Partners Financial LLC48,569$4.27M0.1%+1.7%0.033%
(Data available from 1/1/2016 forward)

MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 782 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Bank of America Corp DE ($745.50M), LPL Financial LLC ($614.78M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($396.45M), Raymond James Financial Services Advisors Inc. ($275.33M), Wells Fargo & Company MN ($251.66M), and Mesirow Financial Investment Management Inc. ($241.69M).Learn more on MOAT's institutional investors.

Which institutional investors have been buying VanEck Morningstar Wide Moat ETF stock?

Of the 715 institutional investors that purchased VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($5.42M), Mesirow Financial Investment Management Inc. ($3.50M), LPL Financial LLC ($2.31M), Boulay Financial Advisors LLC ($1.81M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.19M), and Morgan Stanley ($1.14M).

How much institutional buying is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have bought a total of 55,258,676 shares in the last 24 months. This purchase volume represents approximately $4.75B in transactions.

Which VanEck Morningstar Wide Moat ETF major shareholders have been selling company stock?

Of the 440 institutional investors that sold VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soundwatch Capital LLC ($2.70M), EP Wealth Advisors LLC ($1.16M), Raymond James Financial Services Advisors Inc. ($1.03M), LPL Financial LLC ($925.20K), Raymond James Financial Inc. ($915.45K), OVERSEA CHINESE BANKING Corp Ltd ($838.93K), and Thrivent Financial for Lutherans ($813.38K).

How much institutional selling is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have sold a total of 25,394,218 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.


Related Companies

This page (BATS:MOAT) was last updated on 6/12/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Trump’s true trade war strategy
The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada t...
Porter & Company | Sponsored
Big Changes Coming to Social Security?
According to legendary investor Louis Navellier... This new Trump move could soon not only save Social Secu...
InvestorPlace | Sponsored
SHOCKING: Musk's Pentagon Secret Mission...
It's about a harrowing message discovered on December 16, 2024: "美国军方暗杀名单" It's the reason President Tru...
Behind the Markets | Sponsored