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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$99.22 +6.93 (+7.50%)
Closing price 03:59 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)
502
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$1.72B
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MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.68,191$6.41M0.1%-49.7%0.051%
7/25/2025Envestnet Portfolio Solutions Inc.32,420$3.04M0.0%-52.1%0.024%
7/25/2025Endowment Wealth Management Inc.33,795$3.17M1.6%+7.0%0.025%
7/25/2025Sequoia Financial Advisors LLC208,088$19.52M0.1%-7.5%0.154%
7/25/2025MGO One Seven LLC3,542$332K0.0%+18.2%0.003%
7/25/2025Hazlett Burt & Watson Inc.11,070$1.04M0.4%-43.3%0.008%
7/25/2025Almanack Investment Partners LLC.2,829$265K0.0%N/A0.002%
7/25/2025M3 Advisory Group LLC13,697$1.29M0.9%+2.9%0.010%
7/25/2025G2 Capital Management LLC OH375,332$35.20M9.9%+2.4%0.278%
7/25/2025Commonwealth Financial Services LLC7,724$724K0.1%+62.0%0.006%
7/25/2025CWM LLC882,889$82.81M0.3%-21.3%0.654%
7/25/2025Sovereign Financial Group Inc.8,659$812K0.2%-5.2%0.006%
7/25/2025Tranquility Partners LLC56,783$5.33M1.9%-1.9%0.042%
7/25/2025Concurrent Investment Advisors LLC247,757$23.24M0.4%+560.9%0.184%
7/24/2025 Cross Staff Investments Inc24,220$2.27M1.6%+0.9%0.018%
7/24/2025 JNBA Financial Advisors391,605$36.73M3.5%-39.7%0.290%
7/24/2025 Aberdeen Group plc12,008$1.13M0.0%-69.6%0.009%
7/24/2025 Robertson Stephens Wealth Management LLC122,685$11.51M0.4%-6.4%0.091%
7/24/2025 Endeavor Private Wealth Inc.6,352$596K0.3%+51.0%0.005%
7/24/2025 Mengis Capital Management Inc.55,818$5.24M1.1%-1.8%0.041%
7/24/2025 Etesian Wealth Advisors Inc.179,814$16.87M6.3%+10.9%0.133%
7/24/2025 Vantage Point Financial LLC29,655$2.78M1.2%-18.6%0.022%
7/24/2025 Blair William & Co. IL37,851$3.55M0.0%-7.2%0.028%
7/24/2025 TFR Capital LLC.6,622$621K0.2%-17.3%0.005%
7/24/2025 Boomfish Wealth Group LLC80,708$7.57M4.4%-3.9%0.060%
7/24/2025 MSH Capital Advisors LLC2,179$204K0.1%N/A0.002%
7/24/2025 US Bancorp DE7,396$694K0.0%-28.7%0.005%
7/23/2025 Beaumont Asset Management L.L.C.232,928$21.85M11.7%-6.6%0.173%
7/23/2025 Eagle Strategies LLC126,752$11.89M1.8%+2.7%0.094%
7/23/2025 GGM Financials LLC267,876$25.12M5.2%N/A0.198%
7/23/2025 Castle Rock Wealth Management LLC9,957$960K0.2%-7.9%0.007%
7/23/2025 Winthrop Advisory Group LLC2,364$222K0.0%N/A0.002%
7/23/2025 Kingswood Wealth Advisors LLC18,029$1.69M0.1%-72.1%0.013%
7/23/2025 Roundview Capital LLC89,423$8.39M0.6%-10.7%0.066%
7/23/2025 Meitav Investment House Ltd.5,246$488K0.0%-25.3%0.004%
7/23/2025 MADDEN SECURITIES Corp15,000$1.41M0.5%-11.8%0.011%
7/23/2025 Heck Capital Advisors LLC11,189$1.05M0.1%+14,818.7%0.008%
7/23/2025 KPP Advisory Services LLC10,355$971K0.2%-51.1%0.008%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.18,480$1.73M0.6%-2.5%0.014%
7/22/2025 Belpointe Asset Management LLC4,838$454K0.0%-20.8%0.004%
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7/22/2025 Berkshire Money Management Inc.211,852$19.87M2.1%-16.6%0.157%
7/22/2025 Autumn Glory Partners LLC2,601$244K0.1%-68.0%0.002%
7/22/2025 DAVENPORT & Co LLC182,666$17.13M0.1%-9.8%0.135%
7/22/2025 OLD National Bancorp IN2,796$262K0.0%N/A0.002%
7/22/2025 Realta Investment Advisors22,522$2.11M0.8%-0.7%0.017%
7/22/2025 Wealthcare Advisory Partners LLC205,235$19.25M0.4%+7.7%0.152%
7/22/2025 Berger Financial Group Inc17,109$1.61M0.1%-4.0%0.013%
7/22/2025 Willner & Heller LLC2,284$214K0.2%-8.5%0.002%
7/22/2025 Apexium Financial LP585,101$54.88M2.9%+1.2%0.433%
7/21/2025 Future Financial Wealth Managment LLC2,899$272K0.2%-9.9%0.002%
7/21/2025 QRG Capital Management Inc.3,467$325K0.0%+10.8%0.003%
7/21/2025 Phraction Management LLC9,095$853K0.3%-12.1%0.007%
7/21/2025 Ameritas Advisory Services LLC3,638$341K0.0%-73.0%0.003%
7/21/2025 DHJJ Financial Advisors Ltd.3,148$295K0.1%-28.1%0.002%
7/21/2025 Warner Financial Inc.12,203$1.14M0.5%-2.9%0.009%
7/21/2025 Triad Wealth Partners LLC3,022$283K0.1%N/A0.002%
7/21/2025 Red Mountain Financial LLC2,512$218K0.3%-13.1%0.002%
7/21/2025 Cornell Pochily Investment Advisors Inc.24,702$2.32M0.8%-3.3%0.018%
7/21/2025 Patriot Financial Group Insurance Agency LLC3,181$298K0.0%-12.9%0.002%
7/18/2025 Philip James Wealth Mangement LLC168,555$15.81M2.0%+0.9%0.125%
7/18/2025 Tanager Wealth Management LLP272,580$25.57M3.0%-45.0%0.202%
7/18/2025 Pure Financial Advisors LLC2,918$274K0.0%N/A0.002%
7/18/2025 TPG Advisors LLC89,774$8.42M6.1%+1.8%0.066%
7/18/2025 Trilogy Capital Inc.6,091$571K0.0%-26.0%0.005%
7/18/2025 Provident Wealth Management LLC23,404$2.20M0.7%-7.5%0.017%
7/18/2025 PFG Investments LLC11,866$1.11M0.1%-1.4%0.009%
7/18/2025 Midwest Financial Group LLC57,131$5.36M2.8%+0.5%0.042%
7/18/2025 Truist Financial Corp59,478$5.58M0.0%-24.1%0.044%
7/17/2025 XML Financial LLC43,221$4.05M0.4%+4.5%0.032%
7/17/2025 Sterling Investment Advisors Ltd.57,308$5.38M1.2%-12.3%0.042%
7/17/2025 Boulay Financial Advisors LLC2,079,163$195.01M30.1%+14.9%1.540%
7/17/2025 LexAurum Advisors LLC13,660$1.28M0.2%+121.9%0.010%
7/17/2025 HB Wealth Management LLC11,771$1.10M0.0%+41.1%0.009%
7/17/2025 Janney Montgomery Scott LLC105,441$9.89M0.0%+2.7%0.078%
7/17/2025 Smith Anglin Financial LLC77,592$7.28M0.7%-5.9%0.057%
7/17/2025 Fifth Third Securities Inc.52,490$4.92M0.4%-1.6%0.039%
7/17/2025 Archford Capital Strategies LLC34,687$3.25M0.4%-14.7%0.026%
7/17/2025 Sound Income Strategies LLC422$40K0.0%-21.0%0.000%
7/17/2025 Patton Albertson Miller Group LLC58,862$5.52M0.7%-43.0%0.044%
7/17/2025 Tritonpoint Wealth LLC3,080$289K0.0%-18.4%0.002%
7/17/2025 Financial Partners Group LLC39,615$3.72M1.3%+6.9%0.029%
7/17/2025 Keystone Global Partners LLC302$28K0.0%N/A0.000%
7/17/2025 XY Planning Network Inc.34,696$3.25M1.1%N/A0.026%
7/17/2025 Blossom Wealth Management5,063$475K0.8%+6.2%0.004%
7/16/2025 John W. Brooker & Co. CPAs11,908$1.16M2.7%-78.2%0.009%
7/16/2025 MinichMacGregor Wealth Management LLC41,510$3.89M0.8%-77.7%0.031%
7/16/2025 New Insight Wealth Advisors3,680$345K0.1%-30.4%0.003%
7/16/2025 Beaumont Financial Advisors LLC84,357$7.91M0.6%-68.7%0.062%
7/16/2025 Randolph Co Inc2,531$237K0.0%-58.0%0.002%
7/16/2025 Fortune Financial Advisors LLC56,872$5.33M4.3%+2.7%0.042%
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7/16/2025 Essex Financial Services Inc.37,419$3.51M0.2%-50.7%0.028%
7/16/2025 Perigon Wealth Management LLC79,076$7.42M0.2%-10.1%0.059%
7/16/2025 Maridea Wealth Management LLC10,298$966K0.3%-61.4%0.008%
7/16/2025 Ayalon Insurance Comp Ltd.40,145$3.77M1.1%+0.5%0.030%
7/15/2025 Santori & Peters Inc.49,106$4.61M1.7%-0.5%0.036%
7/15/2025 Regatta Capital Group LLC458,699$43.02M7.4%-14.1%0.340%
7/15/2025 Retireful LLC4,926$462K0.3%-66.6%0.004%
7/15/2025 Legacy Solutions LLC62,116$5.83M5.6%-1.2%0.046%
7/15/2025 TD Private Client Wealth LLC17,922$1.68M0.0%+15.8%0.013%
7/15/2025 McCarthy & Cox39,115$3.67M1.0%-1.1%0.029%
(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, 789 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 VanEck Morningstar Wide Moat ETF's institutional investors.

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

Of the 720 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), LPL Financial LLC ($2.31M), Boulay Financial Advisors LLC ($2.08M), 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 21,346,724 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 402 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: LPL Financial LLC ($925.20K), Raymond James Financial Inc. ($915.45K), Thrivent Financial for Lutherans ($813.38K), Mesirow Financial Investment Management Inc. ($753.61K), Davidson Capital Management Inc. ($687.34K), OVERSEA CHINESE BANKING Corp Ltd ($684.59K), and Jones Financial Companies Lllp ($657.08K).

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

Institutional investors have sold a total of 19,023,086 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


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This page (BATS:MOAT) was last updated on 7/25/2025 by MarketBeat.com Staff
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