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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$107.01 -1.03 (-0.96%)
As of 11:50 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$663.78M
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$950.49M
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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
9/23/2026 QRG Capital Management Inc.3,292$342K0.0%-6.5%0.002%
9/23/2026 Envestnet Portfolio Solutions Inc.20,586$2.14M0.0%+4.2%0.015%
9/23/2026 Envestnet Asset Management Inc.465,552$48.40M0.0%-15.8%0.345%
9/15/2026 Anchor Investment Management LLC7,569$787K0.1%-4.7%0.006%
9/9/2026 Sequoia Financial Advisors LLC133,862$13.92M0.1%+1.9%0.099%
9/9/2026 Cahill Financial Advisors Inc.476,253$49.51M4.8%-0.6%0.353%
9/9/2026 MCF Advisors LLC49,362$5.13M0.2%-40.5%0.037%
9/9/2026 Archford Capital Strategies LLC9,540$992K0.1%-2.4%0.007%
9/9/2026 Lunt Capital Management Inc.35,507$3.69M1.4%-0.5%0.026%
9/9/2026 Lotus Asset Management LLC5,301$551K0.5%N/A0.004%
9/9/2026 Capital Analysts LLC2,542$264K0.0%+23.6%0.002%
9/9/2026 Integrated Wealth Concepts LLC288,074$29.95M0.2%+16.9%0.213%
9/9/2026 RFG Advisory LLC2,649$275K0.0%-42.3%0.002%
9/9/2026 NewEdge Advisors LLC279,802$29.09M0.1%+2.9%0.207%
9/9/2026 IFP Advisors Inc152,692$15.87M0.3%+4.3%0.113%
9/9/2026 Baird Financial Group Inc.138,403$14.39M0.0%+0.5%0.103%
9/9/2026 Sterling Investment Advisors Ltd.36,574$3.80M0.6%-18.1%0.027%
9/9/2026 XY Planning Network Inc.20,299$2.11M0.3%-4.4%0.015%
9/8/2026 Allworth Financial LP75,585$7.68M0.0%+1.5%0.056%
9/8/2026 Waverly Advisors LLC27,873$2.90M0.0%-0.8%0.021%
9/2/2026 Kinetic Wealth Investment Advisors LLC12,418$1.29M0.6%N/A0.009%
8/27/2026 Corient Private Wealth LP155,588$16.18M0.0%+131.6%0.115%
8/25/2026 Absolute Gestao de Investimentos Ltda.178,585$18.57M1.9%N/A0.132%
8/23/2026 Tanager Wealth Management LLP134,068$13.94M1.2%-10.3%0.099%
8/23/2026 Ameritas Advisory Services LLC4,402$458K0.0%-14.2%0.003%
8/23/2026 Guardian Wealth Advisors LLC NC21,709$2.26M0.1%+1.5%0.016%
8/23/2026 Kintra Wealth LLC13,737$1.57M0.1%-68.0%0.010%
8/23/2026 PCG Wealth Advisors LLC7,411$770K0.2%-10.7%0.005%
8/23/2026 Anson Capital Inc.4,569$475K0.3%-7.7%0.003%
8/23/2026 Echo45 Advisors LLC12,663$1.32M0.7%+8.4%0.009%
8/23/2026 HB Wealth Management LLC9,239$960K0.0%-1.0%0.007%
8/23/2026 Chokshi & Queen Wealth Advisors Inc2,210$230K0.1%-8.8%0.002%
8/22/2026 Rose Capital Advisors LLC33,493$3.48M1.7%N/A0.025%
8/22/2026 Compass Financial Management LLC3,338$364K0.0%N/A0.002%
8/22/2026 William John Sempolinski41,469$4.31M1.7%N/A0.031%
8/20/2026 JNBA Financial Advisors338,983$35.27M1.8%-5.3%0.251%
8/20/2026 Rothschild Capital Partners LLC52,533$5.46M1.3%N/A0.039%
8/20/2026 Headlands Technologies LLC380$40K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC3,338$364K0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont267$28K0.0%N/A0.000%
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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%
6/10/2026 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%
5/22/2026Coastline 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%
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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%


MOAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 804 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 675 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. ($949.83K), LPL Financial LLC ($794.66K), Mercer Global Advisors Inc. ADV ($750.24K), Jones Financial Companies Lllp ($570.52K), and Orion Porfolio Solutions LLC ($570.50K).

Institutional investors have bought a total of 6,521,220 shares in the last 24 months. This purchase volume represents approximately $663.78M in transactions.

Of the 362 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: Bank of America Corp DE ($815.10K), Raymond James Financial Inc. ($801.83K), Mesirow Financial Investment Management Inc. ($684.04K), Commonwealth Equity Services LLC ($430.04K), UBS Group AG ($407.76K), Whitaker Myers Wealth Managers LTD. ($262.89K), and CWM LLC ($236.33K).

Institutional investors have sold a total of 9,460,044 shares in the last 24 months. This volume of shares sold represents approximately $950.49M in transactions.


Related Companies

Institutional ownership data for BATS:MOAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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