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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$99.89 +0.57 (+0.57%)
As of 02:30 PM Eastern

Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
441
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
449
Total
Institutional Outflows
(last 12 months)
$2.09B
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MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 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%
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%
4/27/2026 Trademark Financial Management LLC8,053$779K0.4%-21.2%0.006%
4/27/2026 Elevation Point Wealth Partners LLC7,107$687K0.0%N/A0.005%
4/27/2026 Sound Income Strategies LLC918$89K0.0%+58.5%0.001%
4/25/2026 Patten Group Inc.4,968$480K0.1%-22.0%0.004%
4/25/2026 Able Wealth Management LLC12,002$1.16M0.3%-44.4%0.009%
4/25/2026 Randolph Co Inc2,440$236K0.0%+11.5%0.002%
4/24/2026 Root Financial Partners LLC9,799$948K0.0%+1.6%0.007%
4/24/2026 Essex Financial Services Inc.10,634$1.03M0.1%-22.7%0.008%
4/24/2026 Bayban860$83K0.1%-24.4%0.001%
4/24/2026 Element Squared LLC22,361$2.16M1.2%-1.1%0.017%
4/24/2026 Ferguson Shapiro LLC94,614$9.15M2.8%+6.5%0.070%
4/23/2026 Caliber Wealth Management LLC KS7,584$733K0.1%-12.4%0.006%
4/23/2026 Graver Capital Management LLC191,550$18.52M14.1%+7.7%0.142%
4/23/2026 OakTrust Wealth Advisors LLC6,959$673K0.6%+12.1%0.005%
4/23/2026 Flagstar Advisors Inc.42,148$4.08M1.5%-10.3%0.031%
4/23/2026 Etesian Wealth Advisors Inc.196,364$18.99M6.1%+2.6%0.145%
4/23/2026 BXM Wealth LLC29,915$2.89M2.2%-69.8%0.022%
4/23/2026 North Star Investment Management Corp.481$47K0.0%N/A0.000%
4/23/2026 Peak Financial Advisors LLC9,540$923K0.4%-16.5%0.007%
4/22/2026 Bay Capital Advisors LLC2,940$284K0.2%-5.6%0.002%
4/22/2026 Princeton Global Asset Management LLC4,589$444K0.1%-5.0%0.003%
4/22/2026 TPG Advisors LLC79,505$7.69M4.8%-15.1%0.059%
4/22/2026 Patriot Financial Group Insurance Agency LLC7,670$742K0.0%+118.0%0.006%
4/22/2026 Janney Montgomery Scott LLC97,895$9.47M0.0%+3.6%0.073%
4/22/2026 Boomfish Wealth Group LLC73,381$7.10M3.8%+1.6%0.054%
4/22/2026 Midwest Financial Group LLC57,686$5.58M2.4%+1.4%0.043%
4/22/2026 Onyx Bridge Wealth Group LLC80,710$7.81M0.8%-2.7%0.060%
4/22/2026 Goodman Advisory Group LLC1,726$167K0.0%+2,476.1%0.001%
4/22/2026 Trilogy Capital Inc.3,529$341K0.0%-14.1%0.003%
4/22/2026 Beaumont Asset Management L.L.C.186,512$18.04M8.1%-13.1%0.138%
4/22/2026 Rooted Wealth Advisors Inc.9,934$1.02M0.3%-7.4%0.007%
4/21/2026 Maridea Wealth Management LLC6,228$602K0.1%-21.3%0.005%
4/21/2026 Compass Advisory Group LLC11,025$1.07M0.3%-55.2%0.008%
4/21/2026 Long Island Wealth Management Inc.3,250$314K0.1%-81.7%0.002%
4/21/2026 Berkshire Money Management Inc.215,158$20.81M2.1%+1.2%0.159%
4/21/2026 Balance Wealth LLC12,976$1.26M0.4%+9.7%0.010%
4/21/2026 Parkway Wealth Management Group LLC9,461$935K0.1%-3.3%0.007%
4/21/2026 Silver Oak Securities Incorporated2,106$204K0.0%-11.3%0.002%
4/20/2026 Kestra Private Wealth Services LLC141,280$13.66M0.2%-9.4%0.105%
4/20/2026 Tanager Wealth Management LLP149,422$14.45M1.4%-6.5%0.111%
4/20/2026 Echo45 Advisors LLC11,678$1.13M0.6%+3.6%0.009%
4/20/2026 MBM Wealth Consultants LLC262$25K0.0%N/A0.000%
4/20/2026 Blue Trust Inc.398$39K0.0%+86.0%0.000%
4/20/2026 Provenance Wealth Advisors LLC866,012$83.74M8.9%-2.8%0.641%
4/20/2026 Godsey & Gibb Inc.601$58K0.0%+97.7%0.000%
4/18/2026 BCS Wealth Management10,190$985K0.2%-61.6%0.008%
4/17/2026 WealthBridge Capital Management LLC4,114$398K0.1%-8.9%0.003%
4/17/2026 Provident Wealth Management LLC19,606$1.90M0.6%-4.0%0.015%
4/17/2026 Signal Advisors Wealth LLC12,294$1.19M0.1%N/A0.009%
4/17/2026 AdvisorNet Financial Inc9,843$952K0.0%-2.6%0.007%


MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 825 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 ($622.77M), 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.

Which institutional investors have been buying VanEck Morningstar Wide Moat ETF's stock?

Of the 704 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), Cetera Investment Advisers ($687.15K), and Jones Financial Companies Lllp ($570.52K).

How much institutional buying is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have bought a total of 11,766,066 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Which of VanEck Morningstar Wide Moat ETF's major shareholders have been selling company stock?

Of the 447 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. ($2.39M), Mesirow Financial Investment Management Inc. ($1.52M), Ameriprise Financial Inc. ($947.78K), Bank of America Corp DE ($942.83K), Commonwealth Equity Services LLC ($826.27K), Obermeyer Wealth Partners ($721.02K), and Jones Financial Companies Lllp ($657.08K).

How much institutional selling is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have sold a total of 22,003,984 shares in the last 24 months. This volume of shares sold represents approximately $2.09B in transactions.



This page (BATS:MOAT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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