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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$85.80 -6.49 (-7.03%)
Closing price 05/1/2025 03:59 PM Eastern
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$86.56 +0.76 (+0.89%)
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
497
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$1.03B
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MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Smith Thornton Advisors LLC4,967$437K0.3%-63.3%0.003%
5/1/2025CWM LLC1,122,232$98.76M0.4%-7.8%0.753%
5/1/2025TFR Capital LLC.8,009$705K0.3%-72.5%0.005%
5/1/2025Stephens Inc. AR398,583$35.08M0.5%-2.2%0.267%
5/1/2025Schechter Investment Advisors LLC3,175$279K0.0%N/A0.002%
5/1/2025Realta Investment Advisors22,692$2.00M0.9%-18.7%0.015%
5/1/2025Acorn Wealth Advisors LLC95,893$8.44M3.5%+1.4%0.064%
5/1/2025Fifth Third Securities Inc.53,351$4.70M0.4%-24.4%0.036%
5/1/2025Gateway Wealth Partners LLC3,279$289K0.1%-10.3%0.002%
5/1/2025Rik Saylor Financial Inc.14,803$1.30M1.1%-4.2%0.010%
4/30/2025 Joseph Group Capital Management125,342$11.03M4.2%N/A0.084%
4/30/2025 Cerity Partners LLC339,624$29.89M0.1%-1.4%0.228%
4/30/2025 Financial Gravity Asset Management Inc.333$29K0.0%N/A0.000%
4/30/2025 Allworth Financial LP83,954$7.14M0.0%-7.1%0.056%
4/30/2025 Axxcess Wealth Management LLC14,847$1.31M0.0%-24.7%0.010%
4/30/2025 John W. Brooker & Co. CPAs54,671$4.81M2.0%+6.6%0.037%
4/30/2025 Aspen Wealth Strategies LLC190,236$16.74M11.0%-12.9%0.128%
4/30/2025 Graver Capital Management LLC150,374$13.23M13.5%+15.9%0.101%
4/30/2025 AlphaStar Capital Management LLC11,255$990K0.1%+5.6%0.008%
4/30/2025 BXM Wealth LLC31,189$2.74M3.3%+565.9%0.021%
4/30/2025 Stratos Wealth Partners LTD.34,746$3.06M0.0%-36.5%0.023%
4/30/2025 Stratos Wealth Advisors LLC24,647$2.17M0.1%-0.8%0.017%
4/30/2025 Liberty One Investment Management LLC27,866$2.45M0.2%-3.5%0.019%
4/30/2025 Pekin Hardy Strauss Inc.9,850$867K0.1%+59.0%0.007%
4/29/2025 Byrne Financial Freedom LLC62,652$5.51M3.1%+2.8%0.042%
4/29/2025 TD Private Client Wealth LLC15,477$1.36M0.0%-6.7%0.010%
4/29/2025 Envestnet Asset Management Inc.653,438$57.50M0.0%+9.3%0.438%
4/29/2025 Sierra Ocean LLC134,297$11.83M9.3%+6.2%0.090%
4/29/2025 Novare Capital Management LLC103,499$9.11M0.8%+1.5%0.069%
4/29/2025 Concurrent Investment Advisors LLC37,489$3.30M0.1%+17.9%0.025%
4/29/2025 Bank of New York Mellon Corp208,325$18.33M0.0%-45.0%0.140%
4/29/2025 World Investment Advisors19,548$1.72M0.0%-71.4%0.013%
4/29/2025 Ceera Investments LLC523,361$46.06M15.9%+7.2%0.351%
4/29/2025 Capital Investment Advisory Services LLC44,961$3.96M0.4%+1.5%0.030%
4/29/2025 Brookstone Capital Management876,551$77.14M1.1%-2.2%0.588%
4/29/2025 OneDigital Investment Advisors LLC603,279$53.09M0.6%-9.5%0.405%
4/29/2025 Silver Oak Securities Incorporated15,654$1.37M0.1%-34.7%0.010%
4/29/2025 Onyx Bridge Wealth Group LLC136,937$12.05M1.7%-1.3%0.092%
4/28/2025 D.A. Davidson & CO.68,818$6.06M0.0%+5.2%0.046%
4/28/2025 Rosenberg Matthew Hamilton508$45K0.0%N/A0.000%
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4/28/2025 Mutual Advisors LLC47,746$4.06M0.1%-0.8%0.032%
4/28/2025 Clarity Capital Partners LLC3,470$305K0.1%-12.6%0.002%
4/28/2025 Able Wealth Management LLC30,371$2.67M1.4%+37.3%0.020%
4/28/2025 Smart Money Group LLC15,413$1.36M1.2%-95.2%0.010%
4/28/2025 First Horizon Advisors Inc.6,567$578K0.0%+5.6%0.004%
4/28/2025 Glassy Mountain Advisors Inc.6,053$533K0.2%+10.4%0.004%
4/28/2025 Private Trust Co. NA4,125$363K0.0%-16.8%0.003%
4/28/2025 Swmg LLC6,320$538K0.2%+26.3%0.004%
4/28/2025 Harbour Trust & Investment Management Co193,646$17.04M2.1%+2.7%0.130%
4/28/2025 DAVENPORT & Co LLC202,506$17.82M0.1%-12.8%0.136%
4/28/2025 Summit Trail Advisors LLC19,941$1.76M0.1%-14.1%0.013%
4/25/2025 JNBA Financial Advisors649,504$57.16M5.9%-20.8%0.436%
4/25/2025 EnRich Financial Partners LLC95,428$8.40M2.8%-4.2%0.064%
4/25/2025 Altus Wealth Group LLC185,025$16.28M7.6%+38.8%0.124%
4/25/2025 Trademark Financial Management LLC15,552$1.37M1.0%-29.6%0.010%
4/25/2025 Buttonwood Financial Advisors Inc.273,332$24.05M10.6%+6.8%0.183%
4/25/2025 Bay Capital Advisors LLC3,107$273K0.2%-13.5%0.002%
4/25/2025 Essex Financial Services Inc.75,876$6.68M0.5%-5.5%0.051%
4/25/2025 Root Financial Partners LLC9,784$861K0.1%-2.4%0.007%
4/25/2025 Sovran Advisors LLC10,403$844K0.1%-8.6%0.007%
4/25/2025 WealthBridge Capital Management LLC7,706$678K0.2%+5.3%0.005%
4/25/2025 Clarus Group Inc.2,814$248K0.1%-64.1%0.002%
4/24/2025 Laurel Wealth Planning LLC70,793$6.23M4.1%-17.7%0.047%
4/24/2025 TPG Advisors LLC88,183$7.76M6.1%-1.3%0.059%
4/24/2025 Mirae Asset Global Investments Co. Ltd.384,000$33.73M0.1%-4.0%0.258%
4/24/2025 Money Concepts Capital Corp5,188$457K0.0%+6.6%0.003%
4/24/2025 Jaffetilchin Investment Partners LLC4,871$429K0.0%+25.0%0.003%
4/24/2025 Santori & Peters Inc.49,354$4.34M1.8%-2.0%0.033%
4/24/2025 Etesian Wealth Advisors Inc.162,205$14.27M6.2%+11.3%0.109%
4/24/2025 Tanager Wealth Management LLP495,849$43.64M5.7%+3.6%0.333%
4/24/2025 Tranquility Partners LLC57,869$5.09M2.0%+0.4%0.039%
4/24/2025 Holistic Planning LLC14,032$1.24M0.4%-5.3%0.009%
4/24/2025 Kraft Davis & Associates LLC50,856$4.15M1.3%+3.1%0.034%
4/24/2025 Capasso Planning Partners LLC4,848$427K0.2%-31.5%0.003%
4/23/2025 Virtus Wealth Solutions LLC268,259$23.61M7.2%-1.5%0.180%
4/23/2025 KPP Advisory Services LLC21,155$1.86M0.3%-33.3%0.014%
4/23/2025 Sequoia Financial Advisors LLC224,915$19.79M0.2%-2.4%0.151%
4/23/2025 Perigon Wealth Management LLC87,993$7.74M0.2%+9.3%0.059%
4/23/2025 HBK Sorce Advisory LLC4,314$380K0.0%N/A0.003%
4/23/2025 Ferguson Shapiro LLC69,818$6.14M2.3%+5.0%0.047%
4/23/2025 Golden State Wealth Management LLC408$36K0.0%+100.0%0.000%
4/23/2025 Berkshire Money Management Inc.253,995$22.35M2.5%+1.7%0.170%
4/23/2025 Balance Wealth LLC5,896$519K0.3%N/A0.004%
4/23/2025 Archford Capital Strategies LLC40,684$3.58M0.5%-66.6%0.027%
4/23/2025 Cornerstone Wealth Group LLC8,425$741K0.1%-84.8%0.006%
4/23/2025 G2 Capital Management LLC OH366,627$32.26M9.8%+3.3%0.246%
4/23/2025 IMG Wealth Management Inc.49,671$4.37M3.9%+4.8%0.033%
4/23/2025 YHB Investment Advisors Inc.53,285$4.69M0.4%+3.2%0.036%
4/23/2025 Blossom Wealth Management4,766$419K0.8%-3.5%0.003%
4/23/2025 Eagle Strategies LLC123,440$10.86M1.9%-40.6%0.083%
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4/23/2025 Oppenheimer & Co. Inc.127,442$11.22M0.2%+3.3%0.085%
4/23/2025 Crewe Advisors LLC1,182$104K0.0%-15.9%0.001%
4/23/2025 Vantage Point Financial LLC36,411$3.20M1.6%+1.4%0.024%
4/22/2025 XML Financial LLC41,366$3.64M0.3%+14.4%0.028%
4/22/2025 M3 Advisory Group LLC13,317$1.17M0.9%+1.6%0.009%
4/22/2025 Cambridge Investment Research Advisors Inc.805,108$70.85M0.2%-13.3%0.540%
4/22/2025 First Financial Group Corp24,639$2.17M2.5%-3.3%0.017%
4/22/2025 Wolff Wiese Magana LLC15,598$1.37M0.9%+1.4%0.010%
4/22/2025 Cross Staff Investments Inc24,005$2.11M1.6%+1.6%0.016%
4/22/2025 SK Wealth Management LLC209,485$16.79M8.9%-11.8%0.140%
(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, 753 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 ($675.57M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($502.62M), Mesirow Financial Investment Management Inc. ($324.54M), Raymond James Financial Services Advisors Inc. ($275.33M), and Wells Fargo & Company MN ($251.66M).Learn more on MOAT's institutional investors.

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

Of the 689 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), LPL Financial LLC ($3.91M), Mesirow Financial Investment Management Inc. ($3.50M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.33M), Morgan Stanley ($1.14M), and Thrivent Financial for Lutherans ($982.16K).

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

Institutional investors have bought a total of 55,148,880 shares in the last 24 months. This purchase volume represents approximately $4.69B in transactions.

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

Of the 412 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 ($2.69M), EP Wealth Advisors LLC ($1.08M), Raymond James Financial Services Advisors Inc. ($1.03M), Thrivent Financial for Lutherans ($813.38K), Prudential PLC ($719.63K), Davidson Capital Management Inc. ($687.34K), and LPL Financial LLC ($625.59K).

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

Institutional investors have sold a total of 20,349,597 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.



This page (BATS:MOAT) was last updated on 5/2/2025 by MarketBeat.com Staff
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