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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$89.37 -2.92 (-3.16%)
Closing price 03/26/2025 03:58 PM Eastern
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$89.36 -0.01 (-0.01%)
As of 03/26/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
514
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$779.99M
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MOAT Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC533,907$49.51M0.1%-2.3%0.340%
3/17/2025 NorthCrest Asset Manangement LLC73,773$6.84M0.2%+2.3%0.047%
3/17/2025Members Wealth LLC10,683$979K0.7%N/A0.007%
3/12/2025 Centaurus Financial Inc.49,428$4.58M0.3%-70.3%0.031%
3/6/2025 TFR Capital LLC.29,128$2.70M1.3%N/A0.018%
3/6/2025 Plotkin Financial Advisors LLC115,481$10.71M6.4%+1.0%0.072%
3/5/2025 Castle Rock Wealth Management LLC10,807$990K0.2%-1.1%0.007%
3/5/2025 Copley Financial Group Inc.75,710$7.02M5.4%+72.4%0.047%
2/27/2025 Landaas & Co. WI ADV4,493$417K0.1%-21.1%0.003%
2/26/2025 Advisor Resource Council84,884$7.87M5.7%N/A0.053%
2/25/2025 Heck Capital Advisors LLC54,462$5.05M0.3%N/A0.034%
2/25/2025 B. Riley Wealth Advisors Inc.57,193$5.30M0.2%-5.6%0.036%
2/25/2025 Integrated Advisors Network LLC52,985$4.91M0.2%+2.8%0.033%
2/25/2025 Chokshi & Queen Wealth Advisors Inc2,455$228K0.1%N/A0.002%
2/24/2025 Hall Capital Management Co. Inc.2,172$201K0.1%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC3,279$300K0.1%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.23,108$2.14M0.0%-11.8%0.014%
2/24/2025 United Advisor Group LLC10,683$991K0.2%-21.0%0.007%
2/20/2025 Castlekeep Investment Advisors LLC61,662$5.72M0.9%N/A0.039%
2/19/2025 ARQ Wealth Advisors LLC8,307$770K0.3%+3.5%0.005%
2/19/2025 Richmond Investment Services LLC161,838$15.01M8.4%N/A0.096%
2/19/2025 WCG Wealth Advisors LLC16,790$1.56M0.1%-69.6%0.010%
2/18/2025 Western Wealth Management LLC4,620$428K0.1%-93.9%0.003%
2/18/2025 Stonebridge Financial Planning Group LLC38,435$3.56M1.6%+16.1%0.023%
2/18/2025 Cornerstone Advisory LLC120,943$11.08M1.3%+16.8%0.072%
2/18/2025 First Heartland Consultants Inc.6,480$601K0.1%-32.0%0.004%
2/18/2025 White Knight Strategic Wealth Advisors LLC58,160$5.39M2.3%+94.9%0.034%
2/18/2025 Mpwm Advisory Solutions LLC17,162$1.59M1.2%N/A0.010%
2/17/2025 US Financial Advisors LLC111,362$10.33M3.2%+1.4%0.066%
2/17/2025 Waverly Advisors LLC29,165$2.70M0.0%+620.8%0.017%
2/17/2025 Visionary Wealth Advisors259,230$24.04M1.4%-1.7%0.153%
2/17/2025 Wimmer Associates 1 LLC70,775$6.56M3.2%-1.8%0.042%
2/17/2025 Two Sigma Investments LP23,900$2.22M0.0%-92.9%0.014%
2/17/2025 Sentinus LLC10,756$997K0.3%-3.5%0.006%
2/17/2025 Royal Bank of Canada1,138,998$105.61M0.0%+2.7%0.674%
2/17/2025 Obermeyer Wealth Partners851,412$78.95M4.1%+3.7%0.503%
2/17/2025 Minot DeBlois Advisors LLC1,135$105K0.1%N/A0.001%
2/17/2025 Guardian Wealth Advisors LLC NC19,650$1.82M0.1%+22.6%0.012%
2/17/2025 Graver Capital Management LLC129,696$12.03M12.6%N/A0.077%
2/17/2025 Focus Partners Wealth57,383$5.39M0.0%+167.8%0.034%
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2/17/2025 EP Wealth Advisors LLC336,389$31.19M0.3%-3.3%0.199%
2/17/2025 CoreCap Advisors LLC3,769$349K0.0%+29.3%0.002%
2/17/2025 Cornerstone Financial Group LLC NE 11,880$1.10M1.1%N/A0.007%
2/17/2025 Cresset Asset Management LLC11,043$1.02M0.0%-44.3%0.007%
2/17/2025 Cambridge Investment Research Advisors Inc.928,301$86.08M0.3%+9.9%0.549%
2/17/2025 Cetera Investment Advisers766,986$71.12M0.1%+2.5%0.454%
2/17/2025 Cahill Financial Advisors Inc.459,778$42.63M5.8%+0.9%0.272%
2/17/2025 Captrust Financial Advisors41,677$3.87M0.0%+5.1%0.025%
2/17/2025 Cary Street Partners Financial LLC47,755$4.43M0.1%N/A0.028%
2/17/2025 Castlekeep Investment Advisors LLC61,662$5.72M0.0%N/A0.036%
2/17/2025 Baird Financial Group Inc.132,315$12.27M0.0%-3.3%0.078%
2/17/2025 Bank of America Corp DE8,039,845$745.50M0.1%-1.0%4.754%
2/17/2025 Benjamin Edwards Inc.23,690$2.20M0.0%+3.9%0.014%
2/17/2025 Ameriprise Financial Inc.2,017,717$187.10M0.0%-1.2%1.193%
2/17/2025 Ancora Advisors LLC244,248$22.65M0.5%+5.4%0.144%
2/17/2025 Aptus Capital Advisors LLC27,481$2.55M0.0%+71.4%0.016%
2/17/2025 Accredited Wealth Management LLC84,076$7.80M6.8%N/A0.050%
2/14/2025 Mercer Global Advisors Inc. ADV47,410$4.40M0.0%-6.8%0.028%
2/14/2025 FAS Wealth Partners Inc.4,724$438K0.0%+7.5%0.003%
2/14/2025 Eagle Strategies LLC207,689$19.26M3.3%+8.6%0.123%
2/14/2025 Jane Street Group LLC6,142$570K0.0%-67.2%0.004%
2/14/2025 Rehmann Capital Advisory Group45,715$4.24M0.3%-2.4%0.027%
2/14/2025 Triumph Capital Management24,192$2.24M0.8%+10.3%0.014%
2/14/2025 Comerica Bank88,350$8.19M0.0%+28.9%0.052%
2/14/2025 Lido Advisors LLC60,459$5.61M0.0%-4.3%0.036%
2/14/2025 Bellwether Advisors LLC569$53K0.0%N/A0.000%
2/14/2025 Long Island Wealth Management Inc.97,130$9.01M5.6%N/A0.057%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.94,394$8.75M6.0%N/A0.056%
2/14/2025 Piedmont Capital Management LLC2,820$260K0.2%-27.3%0.002%
2/14/2025 Berger Financial Group Inc19,525$1.81M0.1%-9.4%0.012%
2/14/2025 Capital Analysts LLC1,028$95K0.0%+28.0%0.001%
2/14/2025 Kovitz Investment Group Partners LLC5,236$485K0.0%-88.8%0.003%
2/14/2025 Van Den Berg Management I Inc.7,925$735K0.2%-2.4%0.005%
2/14/2025 IHT Wealth Management LLC73,729$6.84M0.2%+3.1%0.044%
2/14/2025 Stifel Financial Corp502,251$46.57M0.0%+9.5%0.297%
2/14/2025 OneDigital Investment Advisors LLC666,851$61.83M0.7%-9.8%0.394%
2/14/2025 Transce3nd LLC473$44K0.0%N/A0.000%
2/14/2025 Trajan Wealth LLC38,780$3.60M0.2%-1.4%0.023%
2/14/2025 Seaview Investment Managers LLC2,809$260K0.1%+12.2%0.002%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC3,030$281K0.0%N/A0.002%
2/14/2025 MML Investors Services LLC268,443$24.89M0.1%+7.0%0.159%
2/14/2025 First Trust Advisors LP3,301$306K0.0%N/A0.002%
2/14/2025 GeoWealth Management LLC319$30K0.0%-99.7%0.000%
2/14/2025 Goodman Advisory Group LLC65,066$6.03M1.8%-1.6%0.038%
2/14/2025 Commerce Bank2,478$230K0.0%-7.5%0.001%
2/13/2025 Strategic Investment Solutions Inc. IL11,849$1.10M0.4%+4.8%0.007%
2/13/2025 Garden State Investment Advisory Services LLC21,252$1.97M0.6%+1.2%0.013%
2/13/2025 NewEdge Advisors LLC111,123$10.30M0.1%+1.1%0.066%
2/13/2025 Resurgent Financial Advisors LLC8,515$790K0.5%-9.3%0.005%
2/13/2025 Regal Investment Advisors LLC2,977$276K0.0%+8.6%0.002%
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2/13/2025 LaSalle St. Investment Advisors LLC2,700$250K0.1%N/A0.002%
2/13/2025 Belpointe Asset Management LLC8,920$850K0.1%-20.5%0.005%
2/13/2025 CreativeOne Wealth LLC21,237$1.97M0.1%-13.7%0.013%
2/13/2025 Mariner LLC182,936$16.96M0.0%+7.5%0.108%
2/13/2025 Peninsula Wealth LLC4,837$449K0.1%-23.1%0.003%
2/13/2025 SageView Advisory Group LLC17,779$1.65M0.1%+77.0%0.011%
2/13/2025 Keystone Financial Group8,869$822K0.1%N/A0.005%
2/13/2025 Savvy Advisors Inc.3,522$327K0.0%N/A0.002%
2/13/2025 Synovus Financial Corp6,229$578K0.0%-41.8%0.004%
2/13/2025 Virtus Wealth Solutions LLC272,452$25.26M6.0%N/A0.161%
(Data available from 1/1/2016 forward)

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MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 742 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Bank of America Corp DE ($745.50M), LPL Financial LLC ($675.57M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($502.62M), Mesirow Financial Investment Management Inc. ($324.54M), Raymond James Financial Services Advisors Inc. ($275.33M), and Wells Fargo & Company MN ($251.66M).Learn more on MOAT's institutional investors.

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

Of the 679 institutional investors that purchased VanEck Morningstar Wide Moat ETF 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), LPL Financial LLC ($3.91M), Mesirow Financial Investment Management Inc. ($3.50M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.33M), Morgan Stanley ($1.14M), and Thrivent Financial for Lutherans ($982.16K).

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

Institutional investors have bought a total of 55,057,244 shares in the last 24 months. This purchase volume represents approximately $4.67B in transactions.

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

Of the 378 institutional investors that sold VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soundwatch Capital LLC ($2.69M), EP Wealth Advisors LLC ($1.08M), Raymond James Financial Services Advisors Inc. ($1.03M), Thrivent Financial for Lutherans ($813.38K), Prudential PLC ($719.63K), LPL Financial LLC ($625.59K), and OVERSEA CHINESE BANKING Corp Ltd ($580.59K).

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

Institutional investors have sold a total of 17,705,547 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


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This page (BATS:MOAT) was last updated on 3/27/2025 by MarketBeat.com Staff
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