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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

VanEck Morningstar Wide Moat ETF logo
$95.19 +2.90 (+3.15%)
As of 03:46 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)
504
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
389
Total
Institutional Outflows
(last 12 months)
$1.62B
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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
7/15/2025Financial Partners Group Inc51,308$4.81M0.7%-2.1%0.038%
7/15/2025Farrell Financial LLC48,684$4.57M3.1%-1.1%0.036%
7/14/2025Opal Wealth Advisors LLC38,604$3.62M1.0%+6.1%0.029%
7/14/2025Gries Financial LLC20,812$1.95M0.4%+3.4%0.015%
7/14/2025AdvisorNet Financial Inc11,533$1.08M0.1%-81.4%0.009%
7/14/2025Oliver Luxxe Assets LLC9,350$877K0.2%-18.7%0.007%
7/14/2025Sentinel Pension Advisors LLC19,389$1.82M0.3%-67.9%0.014%
7/14/2025Maryland Capital Advisors Inc.714$67K0.0%-12.8%0.001%
7/14/2025Iams Wealth Management LLC5,105$479K0.2%+2.1%0.004%
7/14/2025Rooted Wealth Advisors Inc.33,796$3.26M1.1%-17.0%0.025%
7/14/2025Flagstar Advisors Inc.69,041$6.48M1.8%-45.0%0.051%
7/14/2025Harbor Group Inc.436,493$40.94M7.3%+6.6%0.323%
7/14/2025Park Avenue Securities LLC8,706$817K0.0%+22.7%0.006%
7/11/2025 Quad Cities Investment Group LLC5,542$520K0.2%+136.2%0.004%
7/11/2025 TTP Investments Inc.65,371$6.13M2.0%-84.9%0.048%
7/11/2025 Farther Finance Advisors LLC72,587$6.81M0.1%-20.7%0.054%
7/11/2025 Silver Oak Securities Incorporated29,611$2.78M0.2%+89.2%0.022%
7/11/2025 Bell Bank2,491$234K0.0%-33.8%0.002%
7/10/2025 Western Pacific Wealth Management LP7,967$747K0.7%+17.7%0.006%
7/10/2025 YHB Investment Advisors Inc.47,047$4.41M0.3%-11.7%0.035%
7/10/2025 Redhawk Wealth Advisors Inc.3,209$301K0.0%-6.3%0.002%
7/10/2025 Marshall Financial Group LLC15,562$1.49M0.3%-11.1%0.011%
7/10/2025 Family Legacy Financial Solutions LLC838$79K0.1%N/A0.001%
7/10/2025 NorthCrest Asset Manangement LLC81,322$7.88M0.2%+0.6%0.059%
7/10/2025 Wealth Enhancement Advisory Services LLC398,233$38.57M0.1%-25.3%0.288%
7/10/2025 SK Wealth Management LLC187,805$18.15M7.9%-10.3%0.136%
7/10/2025 Tompkins Financial Corp51,512$4.83M0.4%-32.3%0.037%
7/10/2025 Signal Advisors Wealth LLC250,011$23.45M1.8%-13.2%0.181%
7/10/2025 Focus Financial Network Inc.20,204$1.90M0.1%-19.6%0.015%
7/10/2025 Sovran Advisors LLC9,241$891K0.1%-11.2%0.007%
7/10/2025 Financial Management Network Inc.500,000$48.43M8.7%-0.6%0.362%
7/9/2025 Dynamic Advisor Solutions LLC227,611$21.35M0.7%+1.5%0.165%
7/9/2025 Defined Wealth Management LLC14,095$1.32M0.8%-2.7%0.010%
7/9/2025 Sunpointe LLC46,712$4.38M1.7%+19.2%0.034%
7/9/2025 Westshore Wealth LLC37,347$3.50M1.3%-1.4%0.027%
7/9/2025 Fermata Advisors LLC126,607$11.87M3.2%-8.2%0.092%
7/9/2025 Triumph Capital Management20,657$1.94M0.6%+24.7%0.015%
7/8/2025 Goldstone Financial Group LLC123,670$11.98M1.6%+5.2%0.090%
7/8/2025 First International Bank & Trust22,539$2.11M0.7%-95.6%0.016%
7/8/2025 S.E.E.D. Planning Group LLC144,028$13.51M4.2%-2.0%0.104%
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7/8/2025 Lowe Wealth Advisors LLC2,134$200K0.1%-14.1%0.002%
7/7/2025 Accelerate Investment Advisors LLC4,050$380K0.3%-5.2%0.003%
7/7/2025 Verde Capital Management587,865$55.14M13.6%+5.1%0.426%
7/7/2025 Whitaker Myers Wealth Managers LTD.658,546$61.77M15.6%+6.4%0.477%
7/7/2025 Peak Financial Advisors LLC12,732$1.19M0.6%-43.4%0.009%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.650$61K0.0%+116.7%0.000%
7/7/2025 RDA Financial Network34,880$3.27M0.9%-1.0%0.025%
7/3/2025 Garde Capital Inc.890$83K0.0%N/A0.001%
7/3/2025 Fiduciary Financial Group LLC15,947$1.52M0.3%-92.0%0.012%
7/2/2025 HBW Advisory Services LLC161,412$15.14M1.9%-3.3%0.117%
7/2/2025 Howard Financial Services LTD.86,295$8.09M1.1%-4.4%0.062%
6/27/2025Goldman Sachs Group Inc.12,131$1.07M0.0%N/A0.009%
6/2/2025Modern Wealth Management LLC54,166$4.77M0.2%-3.6%0.038%
5/28/2025Jones Financial Companies Lllp882,771$77.41M0.1%+29.6%0.621%
5/28/2025Intrua Financial LLC4,452$392K0.1%-5.1%0.003%
5/22/2025Rollins Financial Advisors LLC21,305$1.88M0.3%-15.9%0.015%
5/22/2025WBI Investments LLC2,686$236K0.1%N/A0.002%
5/21/2025Geneos Wealth Management Inc.293,040$25.79M0.9%-12.2%0.202%
5/20/2025Belpointe Asset Management LLC6,108$538K0.0%-31.5%0.004%
5/20/2025Focus Partners Wealth28,372$2.50M0.0%-50.6%0.020%
5/20/2025Anchor Investment Management LLC8,893$783K0.1%-4.2%0.006%
5/19/2025Jane Street Group LLC13,835$1.22M0.0%+125.3%0.010%
5/19/2025SageView Advisory Group LLC16,671$1.47M0.1%-6.2%0.011%
5/16/2025Empowered Funds LLC154,405$13.59M0.2%+22,310.0%0.106%
5/16/2025Arete Wealth Advisors LLC6,957$612K0.0%-53.2%0.005%
5/16/2025Signature Estate & Investment Advisors LLC52,700$4.64M0.1%+105.9%0.036%
5/16/2025Goldman Sachs Group Inc.12,131$1.07M0.0%N/A0.008%
5/16/2025Jones Financial Companies Lllp23,867$2.10M0.0%-96.5%0.016%
5/16/2025 Rise Advisors LLC758$67K0.0%N/A0.001%
5/16/2025Ruggaard & Associates LLC133,138$11.72M5.1%-1.4%0.092%
5/16/2025Plotkin Financial Advisors LLC117,560$10.35M6.4%+1.8%0.081%
5/16/2025NewEdge Advisors LLC161,279$14.19M0.1%+45.1%0.111%
5/16/2025Integrated Wealth Concepts LLC4,712$415K0.0%-9.3%0.003%
5/16/2025Banque Transatlantique SA447$36K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC21,523$1.89M0.0%+16.9%0.015%
5/16/2025Ancora Advisors LLC299,334$26.34M0.6%+22.6%0.206%
5/15/2025Family Office Research LLC147,004$12.94M6.3%+1.4%0.101%
5/15/2025Federation des caisses Desjardins du Quebec44,797$3.94M0.0%-70.6%0.031%
5/15/2025EP Wealth Advisors LLC263,765$23.21M0.2%-21.6%0.181%
5/15/2025Focus Partners Advisor Solutions LLC5,926$522K0.0%+30.5%0.004%
5/15/2025Flputnam Investment Management Co.45,416$4.00M0.1%N/A0.031%
5/15/2025Royal Bank of Canada1,004,659$88.41M0.0%-11.8%0.691%
5/15/2025MAI Capital Management204,183$17.97M0.1%+2.4%0.140%
5/15/2025Calton & Associates Inc.16,137$1.42M0.3%+626.9%0.011%
5/15/2025Baird Financial Group Inc.134,442$11.83M0.0%+1.6%0.092%
5/15/2025Activest Wealth Management233,225$20.52M5.5%-6.4%0.160%
5/15/2025Palo Alto Wealth Advisors LLC144,992$13.18M5.3%-52.7%0.100%
5/15/2025TD Capital Management LLC2,891$254K0.0%-18.9%0.002%
5/14/2025Wealth Preservation Advisors LLC928$82K0.1%N/A0.001%
5/14/2025CreativeOne Wealth LLC23,696$2.09M0.1%+11.6%0.016%
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5/14/2025Samalin Investment Counsel LLC9,677$852K0.3%-10.6%0.007%
5/14/2025PKS Advisory Services LLC14,974$1.32M0.4%+26.7%0.010%
5/14/2025WCG Wealth Advisors LLC12,216$1.08M0.1%-27.2%0.008%
5/14/2025Apexium Financial LP578,126$50.88M3.0%+0.2%0.398%
5/14/2025Comerica Bank80,318$7.07M0.0%-9.1%0.055%
5/14/2025Synovus Financial Corp5,771$508K0.0%-7.4%0.004%
5/14/2025Oliver Luxxe Assets LLC11,507$1.01M0.2%-47.3%0.008%
5/14/2025Northwestern Mutual Wealth Management Co.912,501$80.30M0.1%-7.7%0.628%
5/14/2025Cutler Capital Management LLC22,743$2.00M0.7%+2.7%0.016%
5/14/2025Kestra Advisory Services LLC138,557$12.19M0.1%-12.7%0.095%
(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, 783 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 ($614.78M), Morgan Stanley ($514.44M), Raymond James Financial Inc. ($396.45M), Raymond James Financial Services Advisors Inc. ($275.33M), Wells Fargo & Company MN ($251.66M), and Mesirow Financial Investment Management Inc. ($241.69M).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 716 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), LPL Financial LLC ($2.31M), Boulay Financial Advisors LLC ($1.81M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.19M), and Morgan Stanley ($1.14M).

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

Institutional investors have bought a total of 21,368,671 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 389 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: LPL Financial LLC ($925.20K), Raymond James Financial Inc. ($915.45K), Thrivent Financial for Lutherans ($813.38K), Mesirow Financial Investment Management Inc. ($753.61K), Davidson Capital Management Inc. ($687.34K), OVERSEA CHINESE BANKING Corp Ltd ($684.59K), 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 17,996,791 shares in the last 24 months. This volume of shares sold represents approximately $1.62B in transactions.



This page (BATS:MOAT) was last updated on 7/15/2025 by MarketBeat.com Staff
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