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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$95.39 +3.10 (+3.36%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
465
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$592.89M
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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
1/21/2025Regatta Capital Group LLC524,562$48.64M9.4%+3.0%0.310%
1/21/2025Novare Capital Management LLC102,003$9.46M0.8%+3.5%0.060%
1/21/2025M3 Advisory Group LLC13,107$1.22M0.9%+4.1%0.008%
1/21/2025Avaii Wealth Management LLC2,181$202K0.1%-10.0%0.001%
1/21/2025Archford Capital Strategies LLC121,783$11.29M1.7%-8.6%0.072%
1/21/2025TTP Investments Inc.536,118$49.71M17.4%+2.6%0.317%
1/21/2025Patton Albertson Miller Group LLC119,574$11.09M1.5%-37.9%0.071%
1/21/2025Jacksonville Wealth Management LLC26,529$2.46M2.3%N/A0.016%
1/21/2025Merkkuri Wealth Advisors LLC16,082$1.49M1.2%+1.3%0.010%
1/21/2025Flagship Harbor Advisors LLC5,944$551K0.0%-22.7%0.004%
1/21/2025Geneos Wealth Management Inc.333,695$30.94M1.1%+9.2%0.197%
1/21/2025PCG Wealth Advisors LLC19,996$1.85M0.7%-24.1%0.012%
1/21/2025Eclectic Associates Inc. ADV6,145$570K0.2%N/A0.004%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,901$176K0.0%+171.2%0.001%
1/21/2025Midwest Financial Group LLC55,491$5.15M3.0%-1.5%0.033%
1/21/2025RFG Advisory LLC15,252$1.41M0.0%-6.1%0.009%
1/21/2025Financial Partners Group LLC32,068$2.97M1.2%-0.5%0.019%
1/21/2025Cornerstone Wealth Management LLC20,538$1.90M0.1%+15.3%0.012%
1/21/2025Brighton Jones LLC5,695$528K0.0%N/A0.003%
1/17/2025 Verde Capital Management567,460$52.62M14.8%+0.3%0.336%
1/17/2025 Edge Financial Advisors LLC24,922$2.31M2.1%-5.1%0.015%
1/17/2025 Avior Wealth Management LLC956$89K0.0%+2,231.7%0.001%
1/17/2025 Endeavor Private Wealth Inc.3,033$281K0.3%N/A0.002%
1/17/2025 MinichMacGregor Wealth Management LLC270,157$25.05M5.2%+3.0%0.160%
1/17/2025 Mutual Advisors LLC48,152$4.51M0.1%-0.3%0.028%
1/17/2025 Janney Montgomery Scott LLC254,560$23.60M0.1%+3.7%0.151%
1/17/2025 XML Financial LLC36,170$3.35M0.3%+18.5%0.021%
1/17/2025 Beaumont Financial Advisors LLC273,979$25.41M1.9%-10.4%0.162%
1/17/2025 Farrell Financial LLC49,827$4.62M3.3%+1.4%0.029%
1/17/2025 Planned Solutions Inc.292,121$27.09M10.9%-1.7%0.173%
1/17/2025 Atomi Financial Group Inc.30,731$2.85M0.1%-1.6%0.018%
1/17/2025 Transform Wealth LLC36,000$3.34M0.2%-10.0%0.021%
1/16/2025 Sugar Maple Asset Management LLC58,623$5.44M4.1%+6.6%0.035%
1/16/2025 Culbertson A N & Co. Inc.2,269$210K0.0%N/A0.001%
1/16/2025 Lionsbridge Wealth Management LLC35,094$3.25M2.7%-31.8%0.021%
1/16/2025 SFG Wealth Management LLC.34,208$3.17M1.7%-0.5%0.020%
1/16/2025 McCarthy & Cox39,492$3.66M1.3%-3.4%0.023%
1/16/2025 Diversify Advisory Services LLC4,950$451K0.0%N/A0.003%
1/16/2025 Smart Money Group LLC320,797$29.75M10.3%+2.1%0.190%
1/16/2025 Liberty One Investment Management LLC28,864$2.68M0.3%-1.4%0.017%
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1/15/2025 Whitaker Myers Wealth Managers LTD.557,736$51.72M15.1%+6.6%0.330%
1/15/2025 IAM Advisory LLC47,468$4.40M1.1%-1.8%0.028%
1/15/2025 Ameritas Advisory Services LLC13,547$1.26M0.0%+91.0%0.008%
1/15/2025 Howard Financial Services LTD.87,380$8.10M1.1%+4.4%0.052%
1/15/2025 Merit Financial Group LLC2,706$251K0.0%N/A0.002%
1/15/2025 Wealthcare Advisory Partners LLC182,934$16.96M0.5%-5.3%0.108%
1/15/2025 Tompkins Financial Corp342,045$31.72M2.9%+0.2%0.202%
1/15/2025 RDA Financial Network33,699$3.13M0.9%-43.9%0.020%
1/15/2025 Goldstone Financial Group LLC105,494$9.78M1.5%+4.5%0.062%
1/15/2025 Harbor Group Inc.381,873$35.41M7.9%+3.6%0.226%
1/15/2025 Fermata Advisors LLC131,496$12.19M2.3%+18.1%0.078%
1/15/2025 Mirador Capital Partners LP2,286$212K0.0%-27.2%0.001%
1/14/2025 Smith Thornton Advisors LLC13,521$1.25M0.8%-2.3%0.008%
1/14/2025 Essex Savings Bank2,876$267K0.1%-4.4%0.002%
1/14/2025 Redhawk Wealth Advisors Inc.329,488$30.55M4.1%+4.0%0.195%
1/14/2025 Wolff Wiese Magana LLC15,385$1.43M0.9%+1.3%0.009%
1/14/2025 Smith Anglin Financial LLC111,690$10.36M1.0%-6.6%0.066%
1/14/2025 Peak Financial Advisors LLC42,842$3.97M2.1%-0.5%0.025%
1/14/2025 S.E.E.D. Planning Group LLC171,268$15.88M5.3%+15.9%0.101%
1/14/2025 First Community Trust NA8,242$764K0.5%-17.4%0.005%
1/14/2025 Ayalon Insurance Comp Ltd.53,454$4.96M1.5%+0.6%0.032%
1/14/2025 Park Avenue Securities LLC6,187$574K0.0%+89.0%0.004%
1/14/2025 Accurate Wealth Management LLC7,066$644K0.1%+2.4%0.004%
1/14/2025 Sovereign Financial Group Inc.8,407$780K0.2%+3.0%0.005%
1/14/2025 Fiduciary Financial Group LLC203,183$18.52M4.0%+3.5%0.120%
1/14/2025 Signal Advisors Wealth LLC199,518$18.50M2.1%+28.8%0.118%
1/13/2025 PSI Advisors LLC45,120$4.18M1.2%+12.1%0.027%
1/13/2025 BCS Wealth Management21,095$1.96M0.5%-23.3%0.012%
1/13/2025 AdvisorNet Financial Inc60,646$5.62M0.5%+9.1%0.036%
1/13/2025 Sentinel Pension Advisors Inc.61,306$5.69M1.1%+6.2%0.036%
1/13/2025 Elevated Capital Advisors LLC2,258$209K0.1%-66.2%0.001%
1/13/2025 Future Financial Wealth Managment LLC44,060$4.09M3.0%+4.5%0.026%
1/13/2025 Brookstone Capital Management896,260$83.11M1.2%-11.7%0.530%
1/13/2025 Boyce & Associates Wealth Consulting Inc.132,973$12.33M12.5%-1.8%0.079%
1/13/2025 EWG Elevate Inc.26,236$2.43M0.7%+7.4%0.016%
1/13/2025 Paragon Advisors LLC39,858$3.70M1.3%+11.9%0.024%
1/10/2025 Lowe Wealth Advisors LLC2,484$230K0.1%+32.5%0.001%
1/10/2025 HBW Advisory Services LLC142,259$13.19M1.9%+1.1%0.084%
1/10/2025 Wealth Enhancement Advisory Services LLC544,985$52.84M0.1%-0.3%0.322%
1/10/2025 First International Bank & Trust486,209$45.08M14.6%+4.1%0.288%
1/8/2025 Legacy Private Trust Co.8,641$801K0.1%+8.7%0.005%
1/8/2025 Private Client Services LLC3,123$290K0.2%+5.6%0.002%
1/3/2025 GAMMA Investing LLC775$72K0.0%N/A0.000%
12/30/2024SK Wealth Management LLC237,496$22.25M8.9%N/A0.140%
12/26/2024JPMorgan Chase & Co.157,161$15.24M0.0%+24.4%0.093%
12/13/2024B. Riley Wealth Advisors Inc.60,575$5.83M0.2%-7.9%0.036%
12/9/2024Copley Financial Group Inc.43,910$4.26M3.9%N/A0.026%
12/2/2024Capasso Planning Partners LLC9,874$957K0.3%-18.2%0.006%
11/25/2024Synovus Financial Corp10,710$1.04M0.0%+166.5%0.006%
11/25/2024Sfmg LLC583,753$56.60M4.6%+1.0%0.345%
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11/25/2024World Investment Advisors LLC68,548$6.65M0.2%N/A0.041%
11/25/2024Sanctuary Advisors LLC250,742$24.44M0.2%+58.9%0.148%
11/21/2024Anchor Investment Management LLC9,250$897K0.1%-2.1%0.005%
11/18/2024Rehmann Capital Advisory Group46,846$4.59M0.3%-0.9%0.028%
11/18/2024TD Private Client Wealth LLC11,820$1.15M0.0%+9.7%0.007%
11/18/2024Arete Wealth Advisors LLC15,482$1.50M0.1%-14.0%0.009%
11/15/2024Goodman Advisory Group LLC66,113$6.41M1.8%+4.2%0.039%
11/15/2024Valued Retirements Inc.7,661$743K1.0%N/A0.005%
11/15/2024Glass Jacobson Investment Advisors llc2,826$274K0.1%+4.6%0.002%
11/15/2024Orion Portfolio Solutions LLC82,398$7.99M0.2%-17.0%0.049%
(Data available from 1/1/2016 forward)

MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 667 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Advisor Resource Council ($3.76B), LPL Financial LLC ($763.75M), Morgan Stanley ($514.44M), Bank of America Corp DE ($346.45M), Raymond James Financial Services Advisors Inc. ($275.33M), Mesirow Financial Investment Management Inc. ($256.11M), and Raymond James & Associates ($231.34M).Learn more on MOAT's institutional investors.

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

Of the 609 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: LPL Financial LLC ($3.91M), Mesirow Financial Investment Management Inc. ($2.64M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.39M), Morgan Stanley ($1.14M), UBS Group AG ($988.10K), 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 47,556,426 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

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

Of the 338 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), Raymond James Financial Services Advisors Inc. ($1.34M), EP Wealth Advisors LLC ($1.07M), Thrivent Financial for Lutherans ($1.04M), Prudential PLC ($719.63K), LPL Financial LLC ($558.76K), and Resources Investment Advisors LLC. ($488.19K).

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

Institutional investors have sold a total of 16,504,460 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


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This page (BATS:MOAT) was last updated on 1/22/2025 by MarketBeat.com Staff
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