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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$97.73 +5.44 (+5.90%)
Closing price 03:59 PM Eastern
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$97.70 -0.03 (-0.03%)
As of 05:04 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)
505
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$2.04B
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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
8/18/2025Tactive Advisors LLC33,327$3.13M1.0%N/A0.025%
8/18/2025Geneos Wealth Management Inc.316,538$29.69M0.7%+8.0%0.234%
8/16/2025 Headlands Technologies LLC366$34K0.0%-63.3%0.000%
8/15/2025Tower Research Capital LLC TRC 27,526$2.58M0.1%+12.8%0.020%
8/15/2025Sugar Maple Asset Management LLC4,068$382K0.3%-52.6%0.003%
8/15/2025Corient Private Wealth LLC161,062$15.11M0.0%+62.6%0.119%
8/15/2025Equitable Holdings Inc.102,940$9.66M0.1%-6.1%0.076%
8/15/2025Captrust Financial Advisors34,949$3.28M0.0%-6.5%0.026%
8/15/2025 Visionary Wealth Advisors243,611$22.85M1.2%-12.1%0.180%
8/15/2025 Snowden Capital Advisors LLC2,527$237K0.0%-8.4%0.002%
8/15/2025 Orion Porfolio Solutions LLC611,633$57.37M0.4%+1,387.0%0.453%
8/15/2025 MML Investors Services LLC218,012$20.45M0.1%-15.2%0.161%
8/15/2025 Modern Wealth Management LLC53,534$5.02M0.1%-1.2%0.040%
8/15/2025 IHT Wealth Management LLC52,431$4.92M0.1%-23.2%0.039%
8/15/2025 Great Valley Advisor Group Inc.37,246$3.49M0.1%-26.6%0.028%
8/15/2025 EP Wealth Advisors LLC32,925$3.09M0.0%-87.5%0.024%
8/15/2025 Byrne Financial Freedom LLC36,092$3.39M1.7%-42.4%0.027%
8/15/2025 Bank of America Corp DE6,787,827$636.63M0.0%-6.1%5.028%
8/15/2025 Ameriprise Financial Inc.1,125,742$105.68M0.0%-23.0%0.834%
8/14/2025 White Knight Strategic Wealth Advisors LLC27,983$2.63M2.2%-1.5%0.021%
8/14/2025 MGB Wealth Management LLC8,674$813K0.3%-14.8%0.006%
8/14/2025 Ausdal Financial Partners Inc.6,380$598K0.0%-6.2%0.005%
8/14/2025 Raymond James Financial Inc.3,837,339$359.90M0.1%-14.8%2.842%
8/14/2025 Darwin Wealth Management LLC35,443$3.32M1.2%N/A0.026%
8/14/2025 Quantinno Capital Management LP26,539$2.49M0.0%+12.8%0.020%
8/14/2025 Diversify Advisory Services LLC3,224$313K0.0%-5.2%0.002%
8/14/2025 HUB Investment Partners LLC2,294$215K0.0%-8.1%0.002%
8/14/2025 Main Street Financial Solutions LLC15,607$1.46M0.1%-3.4%0.012%
8/14/2025 NewEdge Advisors LLC151,014$14.16M0.1%-6.4%0.112%
8/14/2025 Sentinus LLC14,146$1.33M0.3%+17.7%0.010%
8/14/2025 Acorn Wealth Advisors LLC96,121$9.02M3.4%+0.2%0.071%
8/14/2025 Transce3nd LLC308$29K0.0%-35.3%0.000%
8/14/2025 Cary Street Partners Financial LLC47,948$4.50M0.1%-1.3%0.036%
8/14/2025 Cerity Partners LLC335,445$31.46M0.1%-1.2%0.248%
8/13/2025 Victory Financial Group LLC94,836$8.90M1.4%+249.1%0.070%
8/13/2025 StoneX Group Inc.40,077$3.76M0.2%-11.8%0.030%
8/13/2025 Flow Traders U.S. LLC41,025$3.85M0.1%-24.0%0.030%
8/13/2025 SageView Advisory Group LLC14,385$1.43M0.1%-13.7%0.011%
8/13/2025 Cresset Asset Management LLC4,269$401K0.0%-69.4%0.003%
8/13/2025 Strategic Family Wealth Counselors L.L.C.4,566$428K0.1%N/A0.003%
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8/13/2025 Gateway Wealth Partners LLC2,710$254K0.0%-17.4%0.002%
8/13/2025 Baird Financial Group Inc.120,824$11.33M0.0%-10.1%0.089%
8/13/2025 First Trust Advisors LP3,795$356K0.0%+15.0%0.003%
8/13/2025 EverSource Wealth Advisors LLC2,757$259K0.0%+13,685.0%0.002%
8/13/2025 Cutler Capital Management LLC23,063$2.16M0.8%+1.4%0.017%
8/13/2025 CW Advisors LLC94,783$8.89M0.1%-0.3%0.070%
8/13/2025 WCG Wealth Advisors LLC11,959$1.12M0.1%-2.1%0.009%
8/13/2025 Beacon Pointe Advisors LLC49,401$4.63M0.0%+2.5%0.037%
8/13/2025 Boston Family Office LLC58,641$5.50M0.4%-3.6%0.043%
8/13/2025 Smith Moore & CO.53,883$5.05M0.4%+7.0%0.040%
8/13/2025 VestGen Advisors LLC64,075$6.03M0.2%-2.9%0.047%
8/13/2025 Lido Advisors LLC52,367$4.91M0.0%-6.1%0.039%
8/13/2025 Legacy Capital Wealth Partners LLC2,435$228K0.0%-38.2%0.002%
8/13/2025 Pursue Wealth Partners LLC89,716$8.41M4.8%-0.8%0.066%
8/13/2025 Level Four Advisory Services LLC357,975$33.58M1.2%+1.8%0.265%
8/13/2025 Northwestern Mutual Wealth Management Co.545,763$51.19M0.0%-40.2%0.404%
8/13/2025 Elevation Point Wealth Partners LLC6,690$627K0.0%N/A0.005%
8/13/2025 Copley Financial Group Inc.73,117$6.86M5.1%-4.4%0.054%
8/13/2025 Choreo LLC8,053$755K0.0%-25.1%0.006%
8/12/2025 J.W. Cole Advisors Inc.28,123$2.64M0.1%+153.0%0.021%
8/12/2025 Richmond Investment Services LLC312,899$29.35M6.2%+84.3%0.232%
8/12/2025 XTX Topco Ltd30,491$2.86M0.1%+445.3%0.023%
8/12/2025 Steward Partners Investment Advisory LLC201,618$18.91M0.1%-32.4%0.149%
8/12/2025 CreativeOne Wealth LLC19,624$1.84M0.0%-17.2%0.015%
8/12/2025 Global Retirement Partners LLC35,555$3.34M0.1%N/A0.026%
8/12/2025 Walled Lake Planning & Wealth Management LLC8,189$768K0.3%-15.0%0.006%
8/12/2025 Barings LLC38,945$3.65M0.1%-27.3%0.029%
8/12/2025 Soundwatch Capital LLC65,430$6.14M0.0%+583.4%0.048%
8/12/2025 WealthBridge Capital Management LLC4,326$406K0.1%-43.9%0.003%
8/12/2025 Cozad Asset Management Inc.14,518$1.36M0.1%-5.8%0.011%
8/12/2025 AlphaCore Capital LLC99,780$9.36M0.4%+22.0%0.074%
8/12/2025 Sfmg LLC616,184$57.79M4.3%+2.1%0.456%
8/12/2025 Journey Strategic Wealth LLC162,111$15.20M0.5%+1.1%0.120%
8/12/2025 MAI Capital Management189,078$17.73M0.1%-7.4%0.140%
8/12/2025 JPMorgan Chase & Co.145,061$13.61M0.0%-1.7%0.107%
8/12/2025 PKS Advisory Services LLC14,125$1.33M0.3%-5.7%0.010%
8/11/2025 TRUE Private Wealth Advisors4,670$438K0.0%-4.6%0.003%
8/11/2025 Perennial Investment Advisors LLC13,514$1.27M0.1%-4.8%0.010%
8/11/2025 Inspire Advisors LLC22,148$2.08M0.2%-1.9%0.016%
8/11/2025 United Advisor Group LLC7,868$738K0.1%-23.4%0.006%
8/11/2025 Farrow Financial Inc.105,318$9.88M6.0%-0.2%0.078%
8/11/2025 Plotkin Financial Advisors LLC115,496$10.83M6.0%-1.8%0.086%
8/11/2025 Western Wealth Management LLC51,864$4.86M0.3%-18.4%0.038%
8/8/2025 Financial Gravity Companies Inc.1,039$97K0.0%N/A0.001%
8/8/2025 Rockefeller Capital Management L.P.118,683$11.13M0.0%-1.1%0.088%
8/8/2025 Kingsview Wealth Management LLC3,725$349K0.0%-29.4%0.003%
8/8/2025 Collaborative Wealth Managment Inc.34,774$3.26M1.4%+0.9%0.026%
8/8/2025 Avantax Advisory Services Inc.774,216$72.61M0.4%-5.4%0.573%
8/8/2025 Thoroughbred Financial Services LLC43,371$4.07M0.3%-20.7%0.032%
8/8/2025 Cetera Investment Advisers612,177$57.42M0.1%-24.1%0.453%
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8/8/2025 Creative Planning229,821$21.56M0.0%-6.4%0.170%
8/8/2025 Foundations Investment Advisors LLC56,045$5.26M0.1%+19.1%0.042%
8/8/2025 Jacksonville Wealth Management LLC27,942$2.62M2.1%+5.4%0.021%
8/8/2025 Advisors Capital Management LLC3,982$373K0.0%-16.6%0.003%
8/8/2025 L & S Advisors Inc23,652$2.22M0.2%+22.6%0.018%
8/8/2025 PNC Financial Services Group Inc.25,084$2.35M0.0%-9.8%0.019%
8/8/2025 Advyzon Investment Management LLC10,209$958K0.2%-2.2%0.008%
8/7/2025 Avalon Capital Management37,621$3.53M0.9%-29.1%0.028%
8/7/2025 PCG Wealth Advisors LLC10,882$1.02M0.5%-3.8%0.008%
8/7/2025 New England Private Wealth Advisors LLC162,934$16M2.3%-6.0%0.121%
(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, 798 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Bank of America Corp DE ($636.63M), LPL Financial LLC ($614.78M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($359.90M), Raymond James Financial Services Advisors Inc. ($275.33M), Wells Fargo & Company MN ($251.66M), and Mesirow Financial Investment Management Inc. ($250.29M).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 713 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), Mesirow Financial Investment Management Inc. ($3.50M), Boulay Financial Advisors LLC ($2.08M), Raymond James Financial Services Advisors Inc. ($1.21M), Morgan Stanley ($1.14M), LPL Financial LLC ($1.03M), and UBS Group AG ($913.35K).

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

Institutional investors have bought a total of 21,794,991 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 429 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. ($1.58M), Ameriprise Financial Inc. ($915.71K), LPL Financial LLC ($891.56K), Mesirow Financial Investment Management Inc. ($831.49K), OVERSEA CHINESE BANKING Corp Ltd ($693.98K), Commonwealth Equity Services LLC ($690.23K), and Brookstone Capital Management ($686.66K).

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

Institutional investors have sold a total of 22,226,947 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.



This page (BATS:MOAT) was last updated on 8/18/2025 by MarketBeat.com Staff
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