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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$114.31 +1.42 (+1.26%)
As of 08/13/2026 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)
359
Total
Institutional Inflows
(last 12 months)
$688.19M
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
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%
8/7/2026 Trust Co. of Vermont2,920$1.00M0.0%N/A0.002%
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%
6/3/2026Stillwater 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%
5/28/2026Cozad 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%
5/19/2026Western 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%
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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%
5/19/2026 Arkadios Wealth Advisors7,208$697K0.0%+33.0%0.005%
5/18/2026Royal Bank of Canada833,825$80.63M0.0%+10.8%0.618%
5/16/2026 IMG 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%
5/16/2026 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%
5/15/2026Waverly 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%
5/14/2026 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%
5/14/2026Modern 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%
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%
5/5/2026Sanctuary 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%
5/4/2026Vantage 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%
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5/2/2026Anchor 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%


MOAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 799 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 669 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 6,834,066 shares in the last 24 months. This purchase volume represents approximately $688.19M in transactions.

Of the 366 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 ($1.25M), Raymond James Financial Inc. ($801.83K), Mesirow Financial Investment Management Inc. ($684.04K), Commonwealth Equity Services LLC ($430.04K), UBS Group AG ($407.76K), Ameriprise Financial Inc. ($392.67K), and Osaic Holdings Inc. ($266.45K).

Institutional investors have sold a total of 10,527,252 shares in the last 24 months. This volume of shares sold represents approximately $1.05B 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 8/12/2026. New 13F filings are added each quarter as they're published.
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