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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$102.88 +0.42 (+0.41%)
As of 06/12/2026 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)
408
Total
Institutional Inflows
(last 12 months)
$872.51M
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$1.70B
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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
6/10/2026 FAS Wealth Partners Inc.4,256$412K0.0%+11.0%0.003%
6/3/2026 Stillwater Private Wealth LLC35,492$3.43M2.9%N/A0.026%
6/3/2026 Parallel Advisors LLC3,289$318K0.0%+47.9%0.002%
6/3/2026 NewEdge 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%
5/29/2026 Asset Dedication LLC2,625$254K0.0%-49.4%0.002%
5/28/2026 Cozad Asset Management Inc.11,531$1.12M0.1%-1.6%0.009%
5/27/2026 Allen Capital Group LLC58,956$5.70M0.5%+1.1%0.044%
5/27/2026 Westshore Wealth LLC26,079$2.52M0.9%-8.7%0.019%
5/26/2026 Glenmede Trust Co. NA1,823$176K0.0%+134.0%0.001%
5/22/2026 Coastline Complete Wealth LLC123,709$11.96M7.4%-3.7%0.092%
5/22/2026 Segall Bryant & Hamill LLC2,922$295K0.0%N/A0.002%
5/19/2026 Western Wealth Management LLC38,551$3.73M0.1%-9.6%0.029%
5/19/2026 NewEdge Advisors LLC196,899$19.04M0.4%-23.5%0.146%
5/19/2026 Bank of America Corp DE5,732,552$554.34M0.0%-5.1%4.246%
5/19/2026 Centaurus Financial Inc.46,457$4.49M0.2%+9.7%0.034%
5/19/2026 Arkadios Wealth Advisors7,208$697K0.0%+33.0%0.005%
5/18/2026 Royal Bank of Canada833,825$80.63M0.0%+10.8%0.618%
5/16/2026 IMG Wealth Management Inc.4,891$473K0.3%-11.4%0.004%
5/16/2026 Quantinno Capital Management LP30,280$2.93M0.0%+21.3%0.022%
5/16/2026 Copley Financial Group Inc.73,860$7.14M4.3%-4.8%0.055%
5/15/2026 Gateway Wealth Partners LLC4,268$413K0.0%+92.8%0.003%
5/15/2026 Waverly Advisors LLC28,109$2.72M0.0%-3.0%0.021%
5/15/2026 Van Den Berg Management I Inc.6,629$641K0.1%-4.0%0.005%
5/15/2026 Vivaldi Capital Management LP2,226$215K0.0%-5.7%0.002%
5/14/2026 Renaissance Technologies LLC3,900$377K0.0%N/A0.003%
5/14/2026 Hilltop Holdings Inc.19,986$1.93M0.2%-4.2%0.015%
5/14/2026 FCA Corp TX20,941$2.03M0.6%+4.0%0.016%
5/14/2026 Compound Planning Inc.29,132$2.82M0.1%-1.8%0.022%
5/14/2026 Modern Wealth Management LLC49,541$4.78M0.1%-3.8%0.037%
5/14/2026 Lido Advisors LLC39,678$3.84M0.0%-22.3%0.029%
5/13/2026 Cetera Investment Advisers1,157,966$111.98M0.1%-1.1%0.858%
5/13/2026 Goepper Burkhardt LLC43,009$4.16M1.4%-2.6%0.032%
5/13/2026 First Trust Advisors LP4,137$400K0.0%+10.3%0.003%
5/8/2026 PNC Financial Services Group Inc.25,026$2.42M0.0%-2.5%0.019%
5/8/2026 Summit Asset Management LLC386,988$37.42M5.2%+1.3%0.287%
5/7/2026 Parallel 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%
5/6/2026 Ceera Investments LLC393,572$38.06M16.7%-9.4%0.292%
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5/6/2026 SK Wealth Management LLC9,780$948K0.3%-12.3%0.007%
5/6/2026 Assetmark Inc.285,066$27.57M0.1%+2.0%0.211%
5/6/2026 Avalon Trust Co1,200$116K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC114,279$11.05M0.3%N/A0.085%
5/6/2026 Smart Money Group LLC8,778$849K0.2%-2.4%0.007%
5/5/2026 Wealthfront Advisers LLC22,541$2.18M0.0%+2.2%0.017%
5/5/2026 D.A. Davidson & CO.58,407$5.65M0.0%-13.5%0.043%
5/5/2026 Beaumont Financial Advisors LLC80,248$7.76M0.5%-1.4%0.059%
5/5/2026 Bank of New York Mellon Corp234,293$22.66M0.0%+13.0%0.174%
5/5/2026 Collaborative Wealth Managment Inc.4,770$461K0.2%-84.5%0.004%
5/5/2026 Geneos Wealth Management Inc.253,091$24.47M0.6%-3.3%0.187%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.2,801$271K0.0%-6.7%0.002%
5/5/2026 Ethos Financial Group LLC203,930$19.72M1.4%-1.9%0.151%
5/5/2026 SouthState Bank Corp342$33K0.0%-97.2%0.000%
5/5/2026 Sanctuary Advisors LLC141,006$13.64M0.1%-4.2%0.104%
5/5/2026 Sterling Investment Advisors Ltd.44,639$4.32M0.7%-5.3%0.033%
5/5/2026 Sigma Planning Corp72,054$6.97M0.2%-5.7%0.053%
5/5/2026 Cornerstone Advisory LLC58,428$5.65M0.5%-1.5%0.043%
5/5/2026 Roberts 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%
5/4/2026 TFR Capital LLC.5,282$511K0.2%-16.2%0.004%
5/4/2026 Chicago Partners Investment Group LLC15,143$1.54M0.0%-2.9%0.011%
5/4/2026 Vantage Point Financial LLC26,976$2.61M0.9%-5.4%0.020%
5/4/2026 Uptick Partners LLC12,477$1.21M0.2%-3.6%0.009%
5/4/2026 Y.D. More Investments Ltd730$70K0.0%+62.2%0.001%
5/2/2026 Anchor Investment Management LLC7,944$768K0.1%-5.1%0.006%
5/2/2026 ARQ Wealth Advisors LLC16,062$1.55M0.3%+13.4%0.012%
5/2/2026 Diversify Wealth Management LLC2,923$292K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp46,892$4.54M0.0%+57,791.4%0.035%
5/1/2026 Sovran Advisors LLC7,253$728K0.1%-2.2%0.005%
5/1/2026 46 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%
5/1/2026 Farrow Financial Inc.104,611$10.12M5.7%-0.6%0.077%
5/1/2026 Simplicity 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%
4/30/2026 Whipplewood Advisors LLC10,466$1.01M0.5%-1.9%0.008%
4/30/2026 ATX Financial Planning LLC6,951$672K0.5%-8.2%0.005%
4/30/2026 Kestra Advisory Services LLC105,767$10.23M0.0%+3.6%0.078%
4/30/2026 Money Concepts Capital Corp39,479$3.82M0.2%N/A0.029%
4/29/2026 Richmond Investment Services LLC302,917$29.29M4.7%+2.3%0.224%
4/29/2026 Axxcess Wealth Management LLC46,388$4.49M0.1%-17.0%0.034%
4/29/2026 WealthPLAN Partners LLC32,174$3.11M0.6%-23.4%0.024%
4/29/2026 Clare Market Investments LLC4,079$394K0.1%N/A0.003%
4/29/2026 Integrated Advisors Network LLC31,308$3.03M0.2%-26.1%0.023%
4/29/2026 Dumont & Blake Investment Advisors LLC15,166$1.47M0.4%-1.0%0.011%
4/28/2026 Stephens Inc. AR363,545$35.16M0.4%-3.2%0.269%
4/28/2026 Berger Financial Group Inc15,516$1.50M0.1%-1.3%0.011%
4/28/2026 Paller Financial Services Inc70,934$6.86M5.7%-1.9%0.053%
4/28/2026 QRG Capital Management Inc.3,520$340K0.0%+11.5%0.003%
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4/27/2026 Altus Wealth Group LLC196,074$18.96M7.8%+4.4%0.145%
4/27/2026 Leelyn Smith LLC511,612$49.47M6.9%+4.1%0.379%
4/27/2026 PFG Investments LLC11,407$1.10M0.1%-5.1%0.008%
4/27/2026 BIP Wealth LLC6,903$667K0.0%+212.5%0.005%
4/27/2026 Kelman Lazarov Inc.561,025$54.25M7.8%+0.9%0.416%
4/27/2026 Baer Investment Advisory LLC35,033$3.39M0.4%N/A0.026%
4/27/2026 World Investment Advisors16,701$1.62M0.0%-1.0%0.012%
4/27/2026 Turtle Creek Wealth Advisors LLC750$73K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC379,060$36.66M0.2%-4.1%0.281%
4/27/2026 Y 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 697 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 8,807,669 shares in the last 24 months. This purchase volume represents approximately $872.51M 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 17,521,182 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.


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This page (BATS:MOAT) was last updated on 6/14/2026 by MarketBeat.com Staff.
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