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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$104.63 +0.70 (+0.67%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
390
Total
Institutional Inflows
(last 12 months)
$823.44M
Number of
Institutional Sellers
(last 12 months)
413
Total
Institutional Outflows
(last 12 months)
$1.44B
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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
7/10/2026 Whitener Capital Management Inc.2,201$229K0.0%N/A0.002%
7/10/2026 Farrell Financial LLC44,974$4.68M2.5%-4.2%0.033%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,409$1.08M0.1%-13.5%0.008%
7/10/2026 Wealthcare Advisory Partners LLC220,424$22.92M0.4%+0.5%0.163%
7/9/2026 Kraft Davis & Associates LLC1,921$201K0.0%-46.4%0.001%
7/9/2026 Ferguson Shapiro LLC103,385$10.75M3.1%+9.3%0.077%
7/9/2026 Atlas Brown Inc.3,131$326K0.1%-29.5%0.002%
7/9/2026 Focus Financial Network Inc.16,202$1.68M0.1%-1.5%0.012%
7/9/2026 Whitaker Myers Wealth Managers LTD.430,701$44.78M7.5%+6.2%0.319%
7/9/2026 Tactive Advisors LLC31,525$3.28M0.8%+1.4%0.023%
7/9/2026 Sax Wealth Advisors LLC6,455$624K0.0%+5.5%0.005%
7/9/2026 Oliver Luxxe Assets LLC7,048$733K0.1%-3.8%0.005%
7/8/2026 First Heartland Consultants Inc.2,526$263K0.0%-48.6%0.002%
7/8/2026 Castle Rock Wealth Management LLC9,349$983K0.2%-5.3%0.007%
7/7/2026 Fermata Advisors LLC122,411$12.73M2.6%-1.5%0.091%
7/7/2026 Paller Financial Services Inc61,000$6.34M4.7%-14.0%0.045%
7/7/2026 Quad Cities Investment Group LLC4,507$469K0.2%-17.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC2,267$236K0.0%-14.0%0.002%
7/7/2026 Legacy Solutions LLC14,040$1.46M1.2%-70.1%0.010%
7/7/2026 Howard Financial Services LTD.97,692$10.16M1.0%-8.8%0.072%
7/6/2026 RDA Financial Network35,413$3.68M0.8%+0.4%0.026%
7/6/2026 Trilogy Capital Inc.2,162$225K0.0%-38.7%0.002%
6/10/2026FAS Wealth Partners Inc.4,256$412K0.0%+11.0%0.003%
6/3/2026Stillwater Private Wealth LLC35,492$3.43M2.9%N/A0.026%
6/3/2026Parallel Advisors LLC3,289$318K0.0%+47.9%0.002%
6/3/2026NewEdge Advisors LLC271,887$26.29M0.1%+5.6%0.201%
6/1/2026 Foguth Wealth Management LLC.20,855$2.16M0.3%-88.2%0.015%
6/1/2026 Financial Solutions Advisory Group Inc.111,293$10.76M1.5%N/A0.082%
5/29/2026Asset Dedication LLC2,625$254K0.0%-49.4%0.002%
5/28/2026Cozad Asset Management Inc.11,531$1.12M0.1%-1.6%0.009%
5/27/2026Allen Capital Group LLC58,956$5.70M0.5%+1.1%0.044%
5/27/2026Westshore Wealth LLC26,079$2.52M0.9%-8.7%0.019%
5/26/2026Glenmede Trust Co. NA1,823$176K0.0%+134.0%0.001%
5/22/2026Coastline Complete Wealth LLC123,709$11.96M7.4%-3.7%0.092%
5/22/2026Segall Bryant & Hamill LLC2,922$295K0.0%N/A0.002%
5/19/2026Western Wealth Management LLC38,551$3.73M0.1%-9.6%0.029%
5/19/2026NewEdge Advisors LLC196,899$19.04M0.4%-23.5%0.146%
5/19/2026Bank of America Corp DE5,732,552$554.34M0.0%-5.1%4.246%
5/19/2026Centaurus Financial Inc.46,457$4.49M0.2%+9.7%0.034%
5/19/2026Arkadios Wealth Advisors7,208$697K0.0%+33.0%0.005%
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5/18/2026Royal Bank of Canada833,825$80.63M0.0%+10.8%0.618%
5/16/2026IMG Wealth Management Inc.4,891$473K0.3%-11.4%0.004%
5/16/2026Quantinno Capital Management LP30,280$2.93M0.0%+21.3%0.022%
5/16/2026Copley Financial Group Inc.73,860$7.14M4.3%-4.8%0.055%
5/15/2026Gateway Wealth Partners LLC4,268$413K0.0%+92.8%0.003%
5/15/2026Waverly Advisors LLC28,109$2.72M0.0%-3.0%0.021%
5/15/2026Van Den Berg Management I Inc.6,629$641K0.1%-4.0%0.005%
5/15/2026Vivaldi Capital Management LP2,226$215K0.0%-5.7%0.002%
5/14/2026Renaissance Technologies LLC3,900$377K0.0%N/A0.003%
5/14/2026Hilltop Holdings Inc.19,986$1.93M0.2%-4.2%0.015%
5/14/2026FCA Corp TX20,941$2.03M0.6%+4.0%0.016%
5/14/2026Compound Planning Inc.29,132$2.82M0.1%-1.8%0.022%
5/14/2026Modern Wealth Management LLC49,541$4.78M0.1%-3.8%0.037%
5/14/2026Lido Advisors LLC39,678$3.84M0.0%-22.3%0.029%
5/13/2026Cetera Investment Advisers1,157,966$111.98M0.1%-1.1%0.858%
5/13/2026Goepper Burkhardt LLC43,009$4.16M1.4%-2.6%0.032%
5/13/2026First Trust Advisors LP4,137$400K0.0%+10.3%0.003%
5/8/2026PNC Financial Services Group Inc.25,026$2.42M0.0%-2.5%0.019%
5/8/2026Summit Asset Management LLC386,988$37.42M5.2%+1.3%0.287%
5/7/2026Parallel Advisors LLC3,289$318K0.0%+47.9%0.002%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.69,144$6.69M4.4%-16.9%0.051%
5/6/2026Ceera Investments LLC393,572$38.06M16.7%-9.4%0.292%
5/6/2026SK Wealth Management LLC9,780$948K0.3%-12.3%0.007%
5/6/2026Assetmark Inc.285,066$27.57M0.1%+2.0%0.211%
5/6/2026Avalon Trust Co1,200$116K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC114,279$11.05M0.3%N/A0.085%
5/6/2026Smart Money Group LLC8,778$849K0.2%-2.4%0.007%
5/5/2026Wealthfront Advisers LLC22,541$2.18M0.0%+2.2%0.017%
5/5/2026D.A. Davidson & CO.58,407$5.65M0.0%-13.5%0.043%
5/5/2026Beaumont Financial Advisors LLC80,248$7.76M0.5%-1.4%0.059%
5/5/2026Bank of New York Mellon Corp234,293$22.66M0.0%+13.0%0.174%
5/5/2026Collaborative Wealth Managment Inc.4,770$461K0.2%-84.5%0.004%
5/5/2026Geneos Wealth Management Inc.253,091$24.47M0.6%-3.3%0.187%
5/5/2026Harel Insurance Investments & Financial Services Ltd.2,801$271K0.0%-6.7%0.002%
5/5/2026Ethos Financial Group LLC203,930$19.72M1.4%-1.9%0.151%
5/5/2026SouthState Bank Corp342$33K0.0%-97.2%0.000%
5/5/2026Sanctuary Advisors LLC141,006$13.64M0.1%-4.2%0.104%
5/5/2026Sterling Investment Advisors Ltd.44,639$4.32M0.7%-5.3%0.033%
5/5/2026Sigma Planning Corp72,054$6.97M0.2%-5.7%0.053%
5/5/2026Cornerstone Advisory LLC58,428$5.65M0.5%-1.5%0.043%
5/5/2026Roberts Glore & Co. Inc. IL45,354$4.39M1.2%-0.4%0.034%
5/4/2026 HBW Advisory Services LLC148,339$14.34M1.5%-13.2%0.110%
5/4/2026TFR Capital LLC.5,282$511K0.2%-16.2%0.004%
5/4/2026Chicago Partners Investment Group LLC15,143$1.54M0.0%-2.9%0.011%
5/4/2026Vantage Point Financial LLC26,976$2.61M0.9%-5.4%0.020%
5/4/2026Uptick Partners LLC12,477$1.21M0.2%-3.6%0.009%
5/4/2026Y.D. More Investments Ltd730$70K0.0%+62.2%0.001%
5/2/2026Anchor Investment Management LLC7,944$768K0.1%-5.1%0.006%
5/2/2026ARQ Wealth Advisors LLC16,062$1.55M0.3%+13.4%0.012%
5/2/2026Diversify Wealth Management LLC2,923$292K0.0%N/A0.002%
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5/1/2026Fifth Third Bancorp46,892$4.54M0.0%+57,791.4%0.035%
5/1/2026Sovran Advisors LLC7,253$728K0.1%-2.2%0.005%
5/1/202646 Peaks LLC96,548$9.34M6.8%+3.2%0.072%
5/1/2026 Darwin Wealth Management LLC31,578$3.05M1.0%-25.1%0.023%
5/1/2026Farrow Financial Inc.104,611$10.12M5.7%-0.6%0.077%
5/1/2026Simplicity Wealth LLC4,318$418K0.0%+24.9%0.003%
5/1/2026 Sequoia Financial Advisors LLC131,329$12.70M0.1%-14.3%0.097%
5/1/2026 Walled Lake Planning & Wealth Management LLC7,570$732K0.2%-7.2%0.006%
4/30/2026Whipplewood Advisors LLC10,466$1.01M0.5%-1.9%0.008%
4/30/2026ATX Financial Planning LLC6,951$672K0.5%-8.2%0.005%


MOAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 814 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were LPL Financial LLC ($681.80M), Morgan Stanley ($664.29M), Bank of America Corp DE ($554.34M), Raymond James Financial Inc. ($314.36M), Wells Fargo & Company MN ($237.40M), Raymond James & Associates ($231.34M), and Boulay Financial Advisors LLC ($220.86M).Learn more on VanEck Morningstar Wide Moat ETF's institutional investors.

Of the 682 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), Boulay Financial Advisors LLC ($2.13M), Mesirow Financial Investment Management Inc. ($991.57K), LPL Financial LLC ($794.66K), Mercer Global Advisors Inc. ADV ($762.26K), Jones Financial Companies Lllp ($570.52K), and Orion Porfolio Solutions LLC ($570.50K).

Institutional investors have bought a total of 8,278,837 shares in the last 24 months. This purchase volume represents approximately $823.44M in transactions.

Of the 410 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. ($1.47M), Bank of America Corp DE ($1.25M), Mesirow Financial Investment Management Inc. ($761.92K), Commonwealth Equity Services LLC ($740.03K), Obermeyer Wealth Partners ($721.02K), Brookstone Capital Management ($606.47K), and CWM LLC ($475.67K).

Institutional investors have sold a total of 14,746,702 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.


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This page (BATS:MOAT) was last updated on 7/24/2026 by MarketBeat.com Staff.
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