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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$81.61 -10.68 (-11.57%)
As of 04/16/2025 11:47 AM 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)
507
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$858.24M
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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
4/16/2025Opal Wealth Advisors LLC36,371$3.20M1.0%+13.5%0.024%
4/16/2025Southland Equity Partners LLC5,373$473K0.1%-9.3%0.004%
4/16/2025Wealth Enhancement Advisory Services LLC532,833$46.89M0.1%-0.2%0.357%
4/16/2025Goldstone Financial Group LLC117,569$10.35M1.6%+11.4%0.079%
4/16/2025Hickory Asset Management Inc.20,192$1.78M1.6%-8.3%0.014%
4/16/2025Marshall Financial Group LLC17,503$1.54M0.3%-6.6%0.012%
4/16/2025Randolph Co Inc6,031$531K0.1%-12.7%0.004%
4/16/2025NorthCrest Asset Manangement LLC80,874$7.12M0.2%+9.6%0.054%
4/16/2025Farrell Financial LLC49,246$4.33M3.2%-1.2%0.033%
4/15/2025 Members Wealth LLC8,316$732K0.6%-22.2%0.006%
4/15/2025 GPS Wealth Strategies Group LLC33,952$2.99M0.4%-22.3%0.023%
4/15/2025 Chris Bulman Inc29,818$2.62M1.7%-6.5%0.020%
4/15/2025 Transform Wealth LLC33,316$2.93M0.2%-7.5%0.022%
4/15/2025 Focus Financial Network Inc.25,129$2.21M0.1%-4.1%0.017%
4/15/2025 Redhawk Wealth Advisors Inc.3,425$301K0.0%-99.0%0.002%
4/15/2025 Integrated Advisors Network LLC49,099$4.32M0.2%-7.3%0.033%
4/15/2025 Paragon Advisors LLC45,121$3.97M1.5%+13.2%0.030%
4/15/2025 Ameliora Wealth Management Ltd.1,750$154K0.1%-46.2%0.001%
4/15/2025 Fiduciary Financial Group LLC198,410$17.46M3.7%-2.3%0.133%
4/15/2025 GAMMA Investing LLC1,005$88K0.0%+29.7%0.001%
4/15/2025 Wealthcare Advisory Partners LLC190,484$16.76M0.4%+4.1%0.128%
4/14/2025 Regatta Capital Group LLC534,212$47.01M9.1%+1.8%0.358%
4/14/2025 Objectivity Squared LLC122,930$10.04M8.3%+3.5%0.082%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.3,901$343K0.1%-8.0%0.003%
4/14/2025 Farther Finance Advisors LLC91,478$8.02M0.2%-13.2%0.061%
4/14/2025 Destiny Wealth Partners LLC46,443$4.09M0.6%+6.2%0.031%
4/14/2025 BCS Wealth Management19,545$1.72M0.4%-7.3%0.013%
4/14/2025 Park Avenue Securities LLC7,093$624K0.0%+14.6%0.005%
4/14/2025 Patriot Financial Group Insurance Agency LLC3,653$321K0.0%+7.9%0.002%
4/14/2025 RDA Financial Network35,220$3.10M0.9%+4.5%0.024%
4/14/2025 Whitaker Myers Wealth Managers LTD.618,823$54.46M15.3%+11.0%0.415%
4/14/2025 Sentinel Pension Advisors LLC60,443$5.32M1.0%-1.4%0.041%
4/14/2025 LexAurum Advisors LLC6,156$542K0.1%N/A0.004%
4/11/2025 Fiduciary Planning LLC23,821$2.10M0.7%-21.2%0.015%
4/11/2025 DHK Financial Advisors Inc.26,666$2.35M1.3%-56.3%0.017%
4/11/2025 Sovereign Financial Group Inc.9,130$803K0.2%+8.6%0.006%
4/11/2025 Snider Financial Group67,692$5.96M1.9%+1.4%0.044%
4/11/2025 Insight Advisors LLC PA2,486$219K0.0%N/A0.002%
4/11/2025 Signal Advisors Wealth LLC287,923$25.34M2.5%+44.3%0.187%
4/11/2025 Harbor Group Inc.409,473$36.03M7.2%+7.2%0.266%
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4/10/2025 Retireful LLC14,767$1.30M1.3%N/A0.010%
4/10/2025 Eclectic Associates Inc. ADV5,737$505K0.1%-6.6%0.004%
4/10/2025 Fermata Advisors LLC137,940$12.14M2.2%+4.9%0.090%
4/10/2025 Sugar Maple Asset Management LLC8,585$755K0.6%-85.4%0.006%
4/10/2025 Iams Wealth Management LLC5,000$440K0.2%+7.7%0.003%
4/10/2025 Peak Financial Advisors LLC22,509$1.98M1.0%-47.5%0.015%
4/10/2025 EWG Elevate Inc.21,860$1.92M0.7%-16.7%0.014%
4/10/2025 Whipplewood Advisors LLC395$35K0.0%-98.3%0.000%
4/10/2025 Smith Anglin Financial LLC82,461$7.26M0.8%-26.2%0.054%
4/9/2025 Planned Solutions Inc.299,076$26.32M10.7%+2.4%0.194%
4/9/2025 RFG Advisory LLC15,884$1.40M0.0%+4.1%0.010%
4/9/2025 HBW Advisory Services LLC166,985$14.70M2.1%+17.4%0.109%
4/9/2025 Flagstar Advisors Inc.125,545$11.05M2.8%-16.3%0.082%
4/9/2025 Quad Cities Investment Group LLC2,346$206K0.1%N/A0.002%
4/9/2025 NBC Securities Inc.5,674$499K0.0%+113,380.0%0.004%
4/9/2025 Future Financial Wealth Managment LLC3,219$283K0.2%-92.7%0.002%
4/8/2025 Verde Capital Management559,452$49.23M14.0%-1.4%0.364%
4/8/2025 Dumont & Blake Investment Advisors LLC13,552$1.19M0.3%-29.7%0.009%
4/8/2025 Rooted Wealth Advisors Inc.40,698$3.58M1.5%+7.4%0.026%
4/8/2025 James J. Burns & Company LLC144,348$12.70M2.3%+24.8%0.094%
4/8/2025 Rothschild Investment LLC1,042$92K0.0%-39.7%0.001%
4/8/2025 S.E.E.D. Planning Group LLC147,027$12.94M4.4%-14.2%0.096%
4/8/2025 Private Client Services LLC2,745$242K0.1%-12.1%0.002%
4/8/2025 Legacy Solutions LLC62,873$5.53M6.1%-4.4%0.041%
4/7/2025 Tompkins Financial Corp76,046$6.69M0.6%-77.8%0.049%
4/7/2025 GAMMA Investing LLC88,440$7.78M0.0%+11,311.6%0.057%
4/7/2025 AdvisorNet Financial Inc61,953$5.45M0.4%+2.2%0.040%
4/7/2025 Howard Financial Services LTD.90,288$7.95M1.1%+3.3%0.059%
4/4/2025 Legacy Private Trust Co.7,447$655K0.0%-13.8%0.005%
3/17/2025Wealth Enhancement Advisory Services LLC533,907$49.51M0.1%-2.3%0.340%
3/17/2025NorthCrest Asset Manangement LLC73,773$6.84M0.2%+2.3%0.047%
3/17/2025 Members Wealth LLC10,683$979K0.7%N/A0.007%
3/12/2025Centaurus Financial Inc.49,428$4.58M0.3%-70.3%0.031%
3/6/2025TFR Capital LLC.29,128$2.70M1.3%N/A0.018%
3/6/2025Plotkin 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%
3/5/2025Copley Financial Group Inc.75,710$7.02M5.4%+72.4%0.047%
2/27/2025Landaas & Co. WI ADV4,493$417K0.1%-21.1%0.003%
2/26/2025Advisor Resource Council84,884$7.87M5.7%N/A0.053%
2/25/2025Heck Capital Advisors LLC54,462$5.05M0.3%N/A0.034%
2/25/2025B. 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%
2/25/2025Chokshi & Queen Wealth Advisors Inc2,455$228K0.1%N/A0.002%
2/24/2025Hall Capital Management Co. Inc.2,172$201K0.1%N/A0.001%
2/24/2025Liberty Square Wealth Partners LLC3,279$300K0.1%N/A0.002%
2/24/2025Great Valley Advisor Group Inc.23,108$2.14M0.0%-11.8%0.014%
2/24/2025United Advisor Group LLC10,683$991K0.2%-21.0%0.007%
2/20/2025Castlekeep Investment Advisors LLC61,662$5.72M0.9%N/A0.039%
2/19/2025ARQ Wealth Advisors LLC8,307$770K0.3%+3.5%0.005%
2/19/2025Richmond Investment Services LLC161,838$15.01M8.4%N/A0.096%
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2/19/2025WCG Wealth Advisors LLC16,790$1.56M0.1%-69.6%0.010%
2/18/2025Western Wealth Management LLC4,620$428K0.1%-93.9%0.003%
2/18/2025Stonebridge Financial Planning Group LLC38,435$3.56M1.6%+16.1%0.023%
2/18/2025Cornerstone Advisory LLC120,943$11.08M1.3%+16.8%0.072%
2/18/2025First Heartland Consultants Inc.6,480$601K0.1%-32.0%0.004%
2/18/2025White Knight Strategic Wealth Advisors LLC58,160$5.39M2.3%+94.9%0.034%
2/18/2025Mpwm Advisory Solutions LLC17,162$1.59M1.2%N/A0.010%
2/17/2025US Financial Advisors LLC111,362$10.33M3.2%+1.4%0.066%
2/17/2025Waverly Advisors LLC29,165$2.70M0.0%+620.8%0.017%
2/17/2025Visionary Wealth Advisors259,230$24.04M1.4%-1.7%0.153%
(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, 746 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 683 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 55,462,040 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

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

Of the 393 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 18,541,151 shares in the last 24 months. This volume of shares sold represents approximately $1.56B in transactions.


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This page (BATS:MOAT) was last updated on 4/17/2025 by MarketBeat.com Staff
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