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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$106.29 0.00 (0.00%)
As of 07/2/2026 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)
406
Total
Institutional Inflows
(last 12 months)
$871.36M
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$1.68B
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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
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%
6/1/2026Foguth Wealth Management LLC.20,855$2.16M0.3%-88.2%0.015%
6/1/2026Financial 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%
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%
5/7/2026Marshall & 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%
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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%
5/6/2026Independent 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%
5/4/2026HBW 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%
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%
5/1/2026Darwin 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%
5/1/2026Sequoia Financial Advisors LLC131,329$12.70M0.1%-14.3%0.097%
5/1/2026Walled 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%
4/30/2026Kestra Advisory Services LLC105,767$10.23M0.0%+3.6%0.078%
4/30/2026Money Concepts Capital Corp39,479$3.82M0.2%N/A0.029%
4/29/2026Richmond Investment Services LLC302,917$29.29M4.7%+2.3%0.224%
4/29/2026Axxcess Wealth Management LLC46,388$4.49M0.1%-17.0%0.034%
4/29/2026WealthPLAN Partners LLC32,174$3.11M0.6%-23.4%0.024%
4/29/2026Clare Market Investments LLC4,079$394K0.1%N/A0.003%
4/29/2026Integrated Advisors Network LLC31,308$3.03M0.2%-26.1%0.023%
4/29/2026Dumont & Blake Investment Advisors LLC15,166$1.47M0.4%-1.0%0.011%
4/28/2026Stephens Inc. AR363,545$35.16M0.4%-3.2%0.269%
4/28/2026Berger Financial Group Inc15,516$1.50M0.1%-1.3%0.011%
4/28/2026Paller Financial Services Inc70,934$6.86M5.7%-1.9%0.053%
4/28/2026QRG Capital Management Inc.3,520$340K0.0%+11.5%0.003%
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4/27/2026Altus Wealth Group LLC196,074$18.96M7.8%+4.4%0.145%
4/27/2026Leelyn Smith LLC511,612$49.47M6.9%+4.1%0.379%
4/27/2026PFG Investments LLC11,407$1.10M0.1%-5.1%0.008%
4/27/2026BIP Wealth LLC6,903$667K0.0%+212.5%0.005%
4/27/2026Kelman Lazarov Inc.561,025$54.25M7.8%+0.9%0.416%
4/27/2026Baer Investment Advisory LLC35,033$3.39M0.4%N/A0.026%
4/27/2026World Investment Advisors16,701$1.62M0.0%-1.0%0.012%
4/27/2026Turtle Creek Wealth Advisors LLC750$73K0.0%N/A0.001%
4/27/2026Private Advisor Group LLC379,060$36.66M0.2%-4.1%0.281%
4/27/2026Y Intercept Hong Kong Ltd3,053$295K0.0%N/A0.002%


MOAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 824 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), Raymond James Financial Services Advisors Inc. ($275.33M), Wells Fargo & Company MN ($237.40M), and Raymond James & Associates ($231.34M).Learn more on VanEck Morningstar Wide Moat ETF's institutional investors.

Of the 696 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 8,794,648 shares in the last 24 months. This purchase volume represents approximately $871.36M in transactions.

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. ($1.47M), 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 First International Bank & Trust ($487.51K).

Institutional investors have sold a total of 17,329,153 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.


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This page (BATS:MOAT) was last updated on 7/4/2026 by MarketBeat.com Staff.
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