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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

718 managers (727 13F filers) reported a position in MOAT shares at 2026-06-30, 65,472,810 shares in all. 46 filers opened a position and 39 filers sold out during the quarter.

Managers
718
13F filers
727
New
46
Added
171
Reduced
358
Sold out
39
Shares held by filers
65,472,810

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,726,513$595M0.03%-310,35113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,291,391$550M0.04%-441,16113F-HRTimelineGroup
LPL Financial LLC5,225,881$543M0.12%-604,43013F-HRTimeline
Mesirow Financial Investment Management…2,647,494$275M4.32%-27,80013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,333,506$243M0.07%-349,97913F-HRTimelineGroup
Boulay Financial Advisors, LLC2,287,619$238M22.02%+67,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,895,284$197M0.03%-208,37213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,360,250$140M0.06%-18,32313F-HRTimelineGroup
Cetera Investment Advisers1,153,632$120M0.11%-4,33413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,130,118$117M0.15%-213,76313F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE1,107,967$115M11.02%013F-HRTimeline
Provenance Wealth Advisors, LLC844,350$87.8M8.36%-21,66213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA843,420$87.7M0.01%+9,59513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding726,519$75.5M-215,636Timeline
Verde Capital Management690,661$71.8M13.28%+32,41213F-HRTimeline
SFMG, LLC681,430$70.8M4.32%+9,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.637,255$66.3M0.08%-1,39113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…617,016$64.2M0.35%+5,66513F-HRTimelineGroup
Cambridge Investment Research Advisors,…596,667$62M0.14%-59,38413F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS593,918$61.7M2.22%-149,49313F-HRTimelineGroup
Kelman-Lazarov, Inc.562,820$58.5M7.67%+1,79513F-HRTimeline
HighTower Advisors, LLC539,046$56M0.05%-35,17513F-HRTimeline
Leelyn Smith, LLC529,240$55M6.69%+17,62813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC528,915$55M0.01%-74,11113F-HRTimelineGroup
Harbor Group, Inc.500,928$52.1M6.12%+16,30513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding486,138$50.5M-86,209Timeline
REGATTA CAPITAL GROUP, LLC477,919$49.7M6.68%-4,48413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC476,253$49.5M4.75%-3,01713F-HRTimeline
Apriem Advisors473,733$49.2M4.26%-68,79713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.430,701$44.8M7.48%+25,23013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC414,625$43.1M0.83%+23,27113F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH413,518$43M9.37%+9,03613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…410,179$42.6M0.02%-41,98413F-HRTimelineGroup
Summit Asset Management, LLC391,235$40.7M5.21%+4,24713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…361,144$37.5M0.42%-2,40113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC345,579$35.9M0.04%-5,62213F-HRTimelineGroup
JNBA Financial Advisors338,932$35.2M2.67%-19,13413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC326,978$34M0.06%+41,91213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV309,771$32.2M0.04%-13,03813F-HR/ATimeline
OneDigital Investment Advisors LLC305,588$31.8M0.27%-13,04013F-HRTimeline
Integrated Wealth Concepts LLC292,415$30.4M0.15%+45,94713F-HRTimeline
Planned Solutions, Inc.288,767$30M8.64%-2,71813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC288,598$30M<0.01%+118,22513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…283,812$29.5M0.83%+4,09013F-HRTimelineGroup
NewEdge Advisors, LLC279,802$29.1M0.09%+7,91513F-HRTimeline
Buttonwood Financial Advisors Inc.271,209$28.2M8.58%-3,14413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP265,937$27.6M0.02%-57,25113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management260,797$27.1M0.27%-9,28113F-HRTimelineGroup
Geneos Wealth Management Inc.257,808$26.8M0.55%+4,71713F-HRTimeline
Ethos Financial Group, LLC246,848$26.6M1.78%+42,91813F-HRTimeline
Private Advisor Group, LLC255,291$26.5M0.12%-123,76913F-HRTimeline
CEERA INVESTMENTS, LLC243,555$25.3M10.73%-150,01713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…249,867$25M0.04%-34,79713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …220,424$22.9M0.43%+1,04013F-HRTimelineGroup
KRM WEALTH MANAGEMENT L.L.C.220,050$22.9M10.07%+13,74613F-HRTimeline
Creative Planningin group Creative Planning213,905$22.2M0.01%-18,50113F-HRTimelineGroup
Berkshire Money Management, Inc.213,872$22.2M2.03%-1,28613F-HRTimeline
Harbour Trust & Investment Management Co207,803$21.6M2.08%+3,85913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding206,383$21.5M-40,664Timeline
MML INVESTORS SERVICES, LLC204,171$21.2M0.04%+9,95913F-HRTimeline
Altus Wealth Group LLC197,070$20.5M7.4%+99613F-HRTimeline
James J. Burns & Company, LLC194,610$20.2M2.19%+11,99713F-HRTimeline
Prospera Financial Services Inc192,356$20M0.29%-13,44513F-HRTimeline
Etesian Wealth Advisors, Inc.186,600$19.4M5.73%-9,76413F-HRTimeline
Graver Capital Management, LLC186,152$19.4M13.79%-5,39813F-HRTimeline
Summit Financial, LLC181,107$18.8M0.21%-34,33213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO180,743$18.7M<0.01%+49,80813F-HRTimelineGroup
Beaumont Asset Management, L.L.C.179,283$18.6M7.24%-7,22913F-HRTimeline
New England Private Wealth Advisors LLC163,882$17.1M1.66%-8,20113F-HRTimeline
MAI Capital Management159,278$16.6M0.06%-5,16913F-HRTimeline
CABOT WEALTH MANAGEMENT INC157,363$16.4M1.67%+63,46413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP155,588$16.2M0.02%+88,40513F-HR/ATimelineGroup
IFP Advisors, Inc152,692$15.9M0.29%+6,30113F-HRTimeline
HBW ADVISORY SERVICES LLC149,886$15.6M1.41%+1,54713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC145,158$15.1M0.01%-13,57613F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC141,620$15M2.16%-329,69413F-HRTimeline
Mariner, LLCin group Mariner, LLC142,289$14.8M0.02%-136,37813F-HRTimelineGroup
Sanctuary Advisors, LLC140,741$14.6M0.07%-26513F-HRTimeline
DAVENPORT & Co LLC140,567$14.6M0.07%-3,76113F-HRTimeline
Visionary Wealth Advisors139,301$14.5M0.57%-66,25413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,403$14.4M0.02%+74013F-HRTimelineGroup
Joseph Group Capital Management137,649$14.3M3.01%+1,21013F-HRTimeline
Tanager Wealth Management LLP134,068$13.9M1.21%-15,35413F-HRTimeline
Robertson Stephens Wealth Management, L…133,988$13.9M0.34%+10,08813F-HRTimeline
Sequoia Financial Advisors, LLC133,862$13.9M0.07%+2,53313F-HRTimeline
Family Office Research LLC133,838$13.9M5.22%-66213F-HRTimeline
AlphaCore Capital LLC130,752$13.6M0.25%013F-HRTimeline
Napier Financial, LLC125,479$13M2.72%+82113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …124,468$12.9M0.14%-2,41013F-HRTimelineGroup
&PARTNERS123,665$12.9M0.05%-3,11713F-HRTimeline
Unique Wealth Strategies, LLC123,130$12.8M4.67%+5,94613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC122,445$12.7M0.24%-4,03413F-HRTimeline
Fermata Advisors, LLC122,411$12.7M2.57%-1,82913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…118,099$12.3M0.02%-117,74313F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.112,420$11.9M1.5%+1,12713F-HRTimeline
46 Peaks LLC114,115$11.9M7.46%+17,56713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,379$11.8M0.02%-1,54813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP106,524$11.1M0.14%+103,40513F-HRTimeline
Boyce & Associates Wealth Consulting, I…105,069$10.9M7.57%+2,47313F-HRTimeline
Goldstone Financial Group, LLC103,893$10.8M0.99%-26,67313F-HRTimeline
Ferguson Shapiro LLC103,385$10.7M3.18%+8,77113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.97,692$10.2M1.01%-9,40113F-HRTimeline
TUDOR INVESTMENT CORP ET AL97,185$10.1M0.04%new13F-HRTimeline
Philadelphia Investment Partners, LLC95,787$9.96M6.2%+4,67213F-HRTimeline
Richmond Investment Services, LLC95,348$9.91M3.14%-207,56913F-HRTimeline
Farrow Financial, Inc.94,997$9.88M5.27%-9,61413F-HRTimeline
Janney Montgomery Scott LLC93,829$9.75M0.02%-4,06613F-HRTimeline
Aspen Wealth Strategies, LLC93,536$9.72M4.7%-4,68213F-HRTimeline
BOSTON FAMILY OFFICE LLC90,357$9.39M0.57%+23,20213F-HRTimeline
Activest Wealth Management89,652$9.32M1.8%-109,46013F-HRTimeline
TPG Advisors LLC82,272$8.55M4.69%+2,76713F-HRTimeline
PURSUE WEALTH PARTNERS LLC81,967$8.52M4.77%-6,02013F-HRTimeline
Foundations Investment Advisors, LLC81,772$8.5M0.09%+6,02113F-HRTimeline
EnRich Financial Partners LLC81,138$8.44M2%-3,93313F-HRTimeline
Philip James Wealth Mangement, LLC79,605$8.27M0.93%-2,01213F-HRTimeline
Onyx Bridge Wealth Group LLC79,470$8.26M0.74%-1,24013F-HRTimeline
Beaumont Financial Advisors, LLC77,701$8.08M0.51%-2,54713F-HRTimeline
Steward Partners Investment Advisory, L…76,461$7.95M0.04%-137,29513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding76,136$7.92M-23,919Timeline
Copley Financial Group, Inc.75,328$7.83M4.74%+1,46813F-HRTimeline
Employees' Retirement Fund of the City …75,074$7.8M2.79%-33,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,490$7.74M0.07%-191,13513F-HRTimelineGroup
Sigma Planning Corp73,341$7.62M0.19%+1,28713F-HRTimeline
Boomfish Wealth Group, LLC71,995$7.48M3.41%-1,38613F-HRTimeline
American National Bank of Texas71,601$7.44M6.79%+89513F-HRTimeline
Allworth Financial LP71,225$7.4M0.03%-3,21013F-HRTimeline
Mengis Capital Management, Inc.69,347$7.21M1.1%+2,05513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding68,895$7.16M-1,497Timeline
Beacon Pointe Advisors, LLC68,361$7.11M0.03%+15,39813F-HRTimeline
Tulsa Wealth Advisors, INC67,247$6.99M0.98%+1,15413F-HRTimeline
Roundview Capital LLC65,489$6.81M0.37%-3,50013F-HRTimeline
Darrow Company, Inc.64,077$6.66M2.58%-6,07013F-HRTimeline
Guilbault Capital LLC63,784$6.63M6.66%-3,45713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,845$6.53M0.04%-157,48913F-HRTimelineGroup
VestGen Advisors, LLC62,675$6.52M0.19%-33,68913F-HRTimeline
Midwest Financial Group LLC61,996$6.45M2.26%+4,31013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …61,068$6.35M0.75%+2,29313F-HRTimeline
Paller Financial Services Inc61,000$6.34M4.74%-9,93413F-HRTimeline
Selby Wealth Management, LLC60,820$6.32M2.24%+12413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,037$6.24M<0.01%-31,41313F-HRTimelineGroup
D.A. DAVIDSON & CO.57,451$5.97M0.03%-95613F-HRTimeline
Allen Capital Group, LLC57,372$5.96M0.49%-1,58413F-HRTimeline
Modern Wealth Management, LLC56,864$5.91M0.07%+7,32313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.55,591$5.77M0.23%+11,15513F-HRTimelineGroup
Cornerstone Advisory, LLC54,482$5.66M0.47%-3,94613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC53,981$5.61M<0.01%-2,34713F-HRTimelineGroup
Tacita Capital Inc53,516$5.56M3.02%-4,00813F-HRTimeline
Betterment LLC53,446$5.56M0.01%+2,02313F-HRTimeline
Sunpointe, LLC51,807$5.39M1.53%-84213F-HRTimeline
Argent Trust Co51,732$5.38M0.16%-6,54513F-HRTimeline
Fortune Financial Advisors, LLC50,608$5.26M2.25%-4,03313F-HRTimeline
MCF Advisors LLC49,362$5.13M0.18%-33,53513F-HRTimeline
Tranquility Partners, LLC49,127$5.11M1.76%-2,95213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,057$5.1M0.09%-4,05213F-HRTimelineGroup
SMITH, MOORE & CO.48,556$5.05M0.33%+39013F-HRTimeline
FMR LLCin group FMR LLC47,904$4.98M<0.01%+1,31213F-HRTimelineGroup
MONECO ADVISORS, LLC46,039$4.79M0.29%+5,77613F-HRTimeline
CENTAURUS FINANCIAL, INC.46,041$4.79M0.19%-41613F-HRTimeline
Gladstone Institutional Advisory LLC45,920$4.77M0.15%-4,23413F-HRTimeline
Farrell Financial LLC44,974$4.68M2.53%-1,98713F-HRTimeline
Capital Investment Advisory Services, L…44,423$4.62M0.29%-4,38213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,333$4.61M0.06%+1,14813F-HRTimelineGroup
Opal Wealth Advisors, LLC43,919$4.57M0.99%+1,46713F-HRTimeline
Rehmann Capital Advisory Group43,667$4.54M0.21%-87913F-HRTimeline
WealthPlan Investment Management, LLC43,032$4.47M0.22%-12,47213F-HRTimeline
Turning Point Benefit Group, Inc.42,184$4.42M1.9%+30,52413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC42,338$4.4M1.33%+19013F-HRTimelineGroup
Ayalon Insurance Comp Ltd.42,115$4.38M0.54%013F-HRTimeline
IHT Wealth Management, LLC41,857$4.35M0.09%-2,03013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,511$4.32M-1,632Timeline
WILLIAM JOHN SEMPOLINSKI41,469$4.31M1.74%-99513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41,296$4.29M0.11%-4,46113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,218$4.29M0.01%-5,33113F-HRTimelineGroup
Paragon Advisors, LLC40,834$4.25M0.89%+2,56413F-HRTimeline
Atlas Wealth LLC40,526$4.21M0.6%-87813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…40,000$4.16M0.01%-80,00013F-HRTimelineGroup
Acorn Wealth Advisors, LLC39,934$4.15M1.01%-49,46813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,847$4.14M0.01%+1,56513F-HRTimeline
AVALON CAPITAL MANAGEMENT39,572$4.11M0.97%+1813F-HRTimeline
Jacksonville Wealth Management, LLC39,012$4.06M2.29%+3,38113F-HRTimeline
HARBOUR INVESTMENTS, INC.38,025$3.95M0.05%-1,28113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP37,950$3.95M0.28%-1,16613F-HRTimelineGroup
FLOW TRADERS U.S. LLC37,788$3.93M0.16%-8,19613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers37,665$3.92M<0.01%+10,22313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC37,542$3.9M0.01%-2,13613F-HRTimelineGroup
Cutler Capital Management, LLC37,508$3.9M1.01%+75513F-HRTimeline
Quantinno Capital Management LP37,379$3.89M<0.01%+7,09913F-HRTimeline
Sterling Investment Advisors, Ltd.36,574$3.8M0.64%-8,06513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,116$3.75M0.17%-3,36313F-HRTimeline
Commerce Advisors, LLC36,007$3.74M2.03%-35013F-HRTimeline
Stonebridge Financial Planning Group, L…35,678$3.71M1.18%-4,30713F-HRTimeline
Lunt Capital Management, Inc.35,507$3.69M1.35%-19013F-HRTimeline
RDA Financial Network35,413$3.68M0.8%+15013F-HRTimeline
PSI Advisors, LLC35,398$3.68M0.85%-8,97113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,202$3.66M0.06%-11,18613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC34,623$3.6M0.62%-3,34113F-HRTimeline
Trajan Wealth LLC34,326$3.57M0.13%+52513F-HRTimeline
ROBERTS GLORE & CO INC /IL/33,751$3.51M0.87%-11,60313F-HRTimeline
Western Wealth Management, LLC33,621$3.5M0.11%-4,93013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,590$3.49M0.17%-3,24713F-HRTimeline