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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$101.09 +8.80 (+9.53%)
Closing price 10/3/2025 03:59 PM Eastern
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$101.10 +0.01 (+0.01%)
As of 10/3/2025 06:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
507
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$2.05B
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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
10/1/2025 American National Bank of Texas72,080$7.14M6.7%N/A0.053%
9/26/2025Corient Private Wealth LLC80,531$7.55M0.0%-18.7%0.060%
9/22/2025GatePass Capital LLC2,648$248K0.2%-28.8%0.002%
9/4/2025Osaic Holdings Inc.607,155$56.96M0.1%-15.1%0.450%
8/29/2025Centaurus Financial Inc.43,440$4.07M0.2%-9.0%0.032%
8/27/2025Orion Porfolio Solutions LLC35,486$3.33M0.0%-13.7%0.026%
8/26/2025Thrivent Financial for Lutherans182,535$17.12M0.0%+34.2%0.135%
8/19/2025B. Riley Wealth Advisors Inc.37,891$3.55M0.2%N/A0.028%
8/19/2025Newbridge Financial Services Group Inc.15,256$1.43M0.2%+312.1%0.011%
8/19/2025Cape Investment Advisory Inc.737$69K0.0%+57.1%0.001%
8/19/2025Anchor Investment Management LLC8,638$810K0.1%-2.9%0.006%
8/18/2025Tactive Advisors LLC33,327$3.13M1.0%N/A0.025%
8/18/2025Geneos Wealth Management Inc.316,538$29.69M0.7%+8.0%0.234%
8/16/2025Headlands Technologies LLC366$34K0.0%-63.3%0.000%
8/15/2025Tower Research Capital LLC TRC 27,526$2.58M0.1%+12.8%0.020%
8/15/2025Sugar Maple Asset Management LLC4,068$382K0.3%-52.6%0.003%
8/15/2025Corient Private Wealth LLC161,062$15.11M0.0%+62.6%0.119%
8/15/2025Equitable Holdings Inc.102,940$9.66M0.1%-6.1%0.076%
8/15/2025Captrust Financial Advisors34,949$3.28M0.0%-6.5%0.026%
8/15/2025Visionary Wealth Advisors243,611$22.85M1.2%-12.1%0.180%
8/15/2025Snowden Capital Advisors LLC2,527$237K0.0%-8.4%0.002%
8/15/2025Orion Porfolio Solutions LLC611,633$57.37M0.4%+1,387.0%0.453%
8/15/2025MML Investors Services LLC218,012$20.45M0.1%-15.2%0.161%
8/15/2025Modern Wealth Management LLC53,534$5.02M0.1%-1.2%0.040%
8/15/2025IHT Wealth Management LLC52,431$4.92M0.1%-23.2%0.039%
8/15/2025Great Valley Advisor Group Inc.37,246$3.49M0.1%-26.6%0.028%
8/15/2025EP Wealth Advisors LLC32,925$3.09M0.0%-87.5%0.024%
8/15/2025Byrne Financial Freedom LLC36,092$3.39M1.7%-42.4%0.027%
8/15/2025Bank of America Corp DE6,787,827$636.63M0.0%-6.1%5.028%
8/15/2025Ameriprise Financial Inc.1,125,742$105.68M0.0%-23.0%0.834%
8/14/2025White Knight Strategic Wealth Advisors LLC27,983$2.63M2.2%-1.5%0.021%
8/14/2025MGB Wealth Management LLC8,674$813K0.3%-14.8%0.006%
8/14/2025Ausdal Financial Partners Inc.6,380$598K0.0%-6.2%0.005%
8/14/2025Raymond James Financial Inc.3,837,339$359.90M0.1%-14.8%2.842%
8/14/2025Darwin Wealth Management LLC35,443$3.32M1.2%N/A0.026%
8/14/2025Quantinno Capital Management LP26,539$2.49M0.0%+12.8%0.020%
8/14/2025Diversify Advisory Services LLC3,224$313K0.0%-5.2%0.002%
8/14/2025HUB Investment Partners LLC2,294$215K0.0%-8.1%0.002%
8/14/2025Main Street Financial Solutions LLC15,607$1.46M0.1%-3.4%0.012%
8/14/2025NewEdge Advisors LLC151,014$14.16M0.1%-6.4%0.112%
8/14/2025Sentinus LLC14,146$1.33M0.3%+17.7%0.010%
8/14/2025Acorn Wealth Advisors LLC96,121$9.02M3.4%+0.2%0.071%
8/14/2025Transce3nd LLC308$29K0.0%-35.3%0.000%
8/14/2025Cary Street Partners Financial LLC47,948$4.50M0.1%-1.3%0.036%
8/14/2025Cerity Partners LLC335,445$31.46M0.1%-1.2%0.248%
8/13/2025Victory Financial Group LLC94,836$8.90M1.4%+249.1%0.070%
8/13/2025StoneX Group Inc.40,077$3.76M0.2%-11.8%0.030%
8/13/2025Flow Traders U.S. LLC41,025$3.85M0.1%-24.0%0.030%
8/13/2025SageView Advisory Group LLC14,385$1.43M0.1%-13.7%0.011%
8/13/2025Cresset Asset Management LLC4,269$401K0.0%-69.4%0.003%
8/13/2025Strategic Family Wealth Counselors L.L.C.4,566$428K0.1%N/A0.003%
8/13/2025Gateway Wealth Partners LLC2,710$254K0.0%-17.4%0.002%
8/13/2025Baird Financial Group Inc.120,824$11.33M0.0%-10.1%0.089%
8/13/2025First Trust Advisors LP3,795$356K0.0%+15.0%0.003%
8/13/2025EverSource Wealth Advisors LLC2,757$259K0.0%+13,685.0%0.002%
8/13/2025Cutler Capital Management LLC23,063$2.16M0.8%+1.4%0.017%
8/13/2025CW Advisors LLC94,783$8.89M0.1%-0.3%0.070%
8/13/2025WCG Wealth Advisors LLC11,959$1.12M0.1%-2.1%0.009%
8/13/2025Beacon Pointe Advisors LLC49,401$4.63M0.0%+2.5%0.037%
8/13/2025Boston Family Office LLC58,641$5.50M0.4%-3.6%0.043%
8/13/2025Smith Moore & CO.53,883$5.05M0.4%+7.0%0.040%
8/13/2025VestGen Advisors LLC64,075$6.03M0.2%-2.9%0.047%
8/13/2025Lido Advisors LLC52,367$4.91M0.0%-6.1%0.039%
8/13/2025Legacy Capital Wealth Partners LLC2,435$228K0.0%-38.2%0.002%
8/13/2025Pursue Wealth Partners LLC89,716$8.41M4.8%-0.8%0.066%
8/13/2025Level Four Advisory Services LLC357,975$33.58M1.2%+1.8%0.265%
8/13/2025Northwestern Mutual Wealth Management Co.545,763$51.19M0.0%-40.2%0.404%
8/13/2025Elevation Point Wealth Partners LLC6,690$627K0.0%N/A0.005%
8/13/2025Copley Financial Group Inc.73,117$6.86M5.1%-4.4%0.054%
8/13/2025Choreo LLC8,053$755K0.0%-25.1%0.006%
8/12/2025J.W. Cole Advisors Inc.28,123$2.64M0.1%+153.0%0.021%
8/12/2025Richmond Investment Services LLC312,899$29.35M6.2%+84.3%0.232%
8/12/2025XTX Topco Ltd30,491$2.86M0.1%+445.3%0.023%
8/12/2025Steward Partners Investment Advisory LLC201,618$18.91M0.1%-32.4%0.149%
8/12/2025CreativeOne Wealth LLC19,624$1.84M0.0%-17.2%0.015%
8/12/2025Global Retirement Partners LLC35,555$3.34M0.1%N/A0.026%
8/12/2025Walled Lake Planning & Wealth Management LLC8,189$768K0.3%-15.0%0.006%
8/12/2025Barings LLC38,945$3.65M0.1%-27.3%0.029%
8/12/2025Soundwatch Capital LLC65,430$6.14M0.0%+583.4%0.048%
8/12/2025WealthBridge Capital Management LLC4,326$406K0.1%-43.9%0.003%
8/12/2025Cozad Asset Management Inc.14,518$1.36M0.1%-5.8%0.011%
8/12/2025AlphaCore Capital LLC99,780$9.36M0.4%+22.0%0.074%
8/12/2025Sfmg LLC616,184$57.79M4.3%+2.1%0.456%
8/12/2025Journey Strategic Wealth LLC162,111$15.20M0.5%+1.1%0.120%
8/12/2025MAI Capital Management189,078$17.73M0.1%-7.4%0.140%
8/12/2025JPMorgan Chase & Co.145,061$13.61M0.0%-1.7%0.107%
8/12/2025PKS Advisory Services LLC14,125$1.33M0.3%-5.7%0.010%
8/11/2025TRUE Private Wealth Advisors4,670$438K0.0%-4.6%0.003%
8/11/2025Perennial Investment Advisors LLC13,514$1.27M0.1%-4.8%0.010%
8/11/2025Inspire Advisors LLC22,148$2.08M0.2%-1.9%0.016%
8/11/2025United Advisor Group LLC7,868$738K0.1%-23.4%0.006%
8/11/2025Farrow Financial Inc.105,318$9.88M6.0%-0.2%0.078%
8/11/2025Plotkin Financial Advisors LLC115,496$10.83M6.0%-1.8%0.086%
8/11/2025Western Wealth Management LLC51,864$4.86M0.3%-18.4%0.038%
8/8/2025Financial Gravity Companies Inc.1,039$97K0.0%N/A0.001%
8/8/2025Rockefeller Capital Management L.P.118,683$11.13M0.0%-1.1%0.088%
8/8/2025Kingsview Wealth Management LLC3,725$349K0.0%-29.4%0.003%
8/8/2025Collaborative Wealth Managment Inc.34,774$3.26M1.4%+0.9%0.026%
8/8/2025Avantax Advisory Services Inc.774,216$72.61M0.4%-5.4%0.573%
8/8/2025Thoroughbred Financial Services LLC43,371$4.07M0.3%-20.7%0.032%
(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, 799 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Bank of America Corp DE ($636.63M), LPL Financial LLC ($614.78M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($359.90M), Raymond James Financial Services Advisors Inc. ($275.33M), Wells Fargo & Company MN ($251.66M), and Mesirow Financial Investment Management Inc. ($250.29M).Learn more on VanEck Morningstar Wide Moat ETF's institutional investors.

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

Of the 714 institutional investors that purchased VanEck Morningstar Wide Moat ETF's 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), Boulay Financial Advisors LLC ($2.08M), Raymond James Financial Services Advisors Inc. ($1.21M), Morgan Stanley ($1.14M), LPL Financial LLC ($1.03M), and UBS Group AG ($913.35K).

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

Institutional investors have bought a total of 21,610,771 shares in the last 24 months. This purchase volume represents approximately $2.00B in transactions.

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

Of the 431 institutional investors that sold VanEck Morningstar Wide Moat ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($1.58M), Ameriprise Financial Inc. ($915.71K), LPL Financial LLC ($891.56K), Mesirow Financial Investment Management Inc. ($831.49K), OVERSEA CHINESE BANKING Corp Ltd ($693.98K), Commonwealth Equity Services LLC ($690.23K), and Brookstone Capital Management ($686.66K).

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

Institutional investors have sold a total of 22,326,720 shares in the last 24 months. This volume of shares sold represents approximately $2.05B in transactions.



This page (BATS:MOAT) was last updated on 10/5/2025 by MarketBeat.com Staff
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