Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free MOAT Stock Alerts

VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$113.30 +0.71 (+0.63%)
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)
358
Total
Institutional Inflows
(last 12 months)
$656.83M
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$946.58M
Get MOAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Morningstar Wide Moat ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%
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%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%


MOAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 803 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 673 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 6,454,362 shares in the last 24 months. This purchase volume represents approximately $656.83M 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), Osaic Holdings Inc. ($266.45K), and Whitaker Myers Wealth Managers LTD. ($262.89K).

Institutional investors have sold a total of 9,433,172 shares in the last 24 months. This volume of shares sold represents approximately $946.58M 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel