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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

707 managers (714 13F filers) reported a position in MOAT shares at 2024-12-31, 98,384,824 shares in all. 42 filers opened a position and 44 filers sold out during the quarter.

Managers
707
13F filers
714
New
42
Added
294
Reduced
220
Sold out
44
Shares held by filers
98,384,824

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TRUE Private Wealth Advisors58,047$5.38M0.65%+5,88513F-HRTimeline
Tranquility Partners, LLC57,643$5.34M2.01%-66313F-HRTimeline
B. Riley Wealth Advisors, Inc.57,193$5.3M0.17%-3,38213F-HRTimeline
Mengis Capital Management, Inc.56,498$5.24M1.07%+1,51513F-HRTimeline
Modern Wealth Management, LLC56,196$5.21M0.19%+5513F-HR/ATimeline
Gladstone Institutional Advisory LLC56,081$5.2M0.24%+7,13213F-HRTimeline
Goepper Burkhardt LLC55,907$5.18M2.11%+3,58413F-HRTimeline
Cornerstone Wealth Group, LLC55,504$5.15M0.42%-2,08613F-HRTimeline
Midwest Financial Group LLC55,491$5.15M2.95%-83213F-HRTimeline
Lunt Capital Management, Inc.54,017$5.01M1.95%+12,33313F-HRTimeline
Financial Partners Group, Inc53,735$4.98M0.73%-1,70513F-HRTimeline
Ayalon Insurance Comp Ltd.53,454$4.96M1.53%+30313F-HRTimeline
Fortune Financial Advisors, LLC53,269$4.94M4.49%+6,27113F-HRTimeline
bLong Financial, LLC53,119$4.93M4.06%13F-HRTimeline
Integrated Advisors Network LLC52,985$4.91M0.24%+1,46813F-HRTimeline
YHB Investment Advisors, Inc.51,648$4.79M0.39%-6,27613F-HRTimeline
John W. Brooker & Co., CPAs51,275$4.75M2.05%+7,79213F-HRTimeline
Santori & Peters, Inc.50,368$4.67M1.79%+49213F-HRTimeline
Farrell Financial LLC49,827$4.62M3.3%+67213F-HRTimeline
SMITH, MOORE & CO.49,722$4.61M0.42%+3,67613F-HRTimeline
Beacon Pointe Advisors, LLC49,705$4.61M0.05%-6813F-HRTimeline
CENTAURUS FINANCIAL, INC.49,428$4.58M0.28%-117,10313F-HRTimeline
Kraft, Davis & Associates, LLC49,346$4.51M1.29%+11,24713F-HRTimeline
Mutual Advisors, LLC48,152$4.51M0.13%-14113F-HRTimeline
Orion Porfolio Solutions, LLC48,514$4.5M0.04%-33,88413F-HRTimeline
Orion Portfolio Solutions, LLC48,514$4.5M0.04%-33,88413F-HRTimeline
BOSTON FAMILY OFFICE LLC48,074$4.46M0.31%+6,89613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,755$4.43M-8,024Timeline
NorthCoast Asset Management LLC47,477$4.4M0.02%+62213F-HR/ATimeline
IAM Advisory, LLC47,468$4.4M1.12%-84813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,410$4.4M0.01%-3,47013F-HRTimeline
IMG Wealth Management, Inc.47,391$4.39M4.07%13F-HRTimeline
Private Portfolio Partners LLC47,328$4.39M0.81%+29913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,540$4.32M0.5%+8,14613F-HRTimelineGroup
Burns Matteson Capital Management, LLC46,427$4.3M2.41%-11413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.46,420$4.3M0.24%-73013F-HR/ATimelineGroup
Rehmann Capital Advisory Group45,715$4.24M0.27%-1,13113F-HRTimeline
PSI Advisors, LLC45,120$4.18M1.24%+4,85513F-HRTimeline
Foundations Investment Advisors, LLC44,493$4.13M0.08%+5,39413F-HRTimeline
Capital Investment Advisory Services, L…44,284$4.11M0.4%+1,07613F-HRTimeline
Future Financial Wealth Managment LLC44,060$4.09M2.99%+1,88213F-HRTimeline
Destiny Wealth Partners, LLC43,722$4.05M0.66%+1,21313F-HRTimeline
GPS Wealth Strategies Group, LLC43,716$4.05M0.52%-4,66513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC42,842$3.97M2.07%-22213F-HRTimeline
BLAIR WILLIAM & CO/IL42,772$3.97M0.01%+37813F-HRTimeline
Westshore Wealth, LLC42,063$3.9M1.58%+22713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,677$3.86M0.01%+2,03713F-HRTimeline
ROBERTS GLORE & CO INC /IL/41,043$3.81M1.13%+2,56313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC40,661$3.77M2.46%-2,49513F-HRTimeline
AE Wealth Management LLC40,638$3.77M0.03%+34,81713F-HRTimeline
Heck Capital Advisors, LLC40,076$3.72M0.43%-21,55013F-HR/ATimeline
Paragon Advisors, LLC39,858$3.7M1.27%+4,22613F-HRTimeline
Global Retirement Partners, LLC39,679$3.68M0.11%-2,77113F-HRTimeline
McCarthy & Cox39,492$3.66M1.27%-1,37213F-HRTimeline
Trajan Wealth LLC38,780$3.6M0.2%-54513F-HRTimeline
FSA WEALTH PARTNERS, INC.38,778$3.6M0.84%-4,55513F-HRTimeline
IRON Financial LLC38,682$3.59M2.02%-4,41213F-HRTimeline
Stonebridge Financial Planning Group, L…38,435$3.56M1.59%+5,34113F-HRTimeline
Cascade Financial Partners, LLC38,325$3.55M0.46%013F-HRTimeline
Sunpointe, LLC38,019$3.53M1.77%-1,43413F-HRTimeline
Rooted Wealth Advisors, Inc.37,902$3.51M1.37%+3,43913F-HRTimeline
Anson Capital, Inc.37,358$3.46M3.02%-2,17513F-HRTimeline
Collaborative Wealth Managment Inc.36,715$3.4M1.54%+50613F-HRTimeline
XML Financial, LLC36,170$3.35M0.31%+5,64813F-HRTimeline
Transform Wealth, LLC36,000$3.34M0.19%-4,00113F-HRTimeline
Vantage Point Financial LLC35,916$3.33M1.79%13F-HRTimeline
FMR LLCin group FMR LLC35,797$3.32M<0.01%+4,26413F-HRTimelineGroup
Lionsbridge Wealth Management LLC35,094$3.25M2.73%-16,37913F-HRTimeline
Darwin Wealth Management, LLC34,906$3.24M1.09%-3,85413F-HR/ATimeline
SFG Wealth Management, LLC.34,208$3.17M1.66%-17813F-HRTimeline
Provident Wealth Management, LLC33,996$3.15M1.05%-12,13613F-HRTimeline
RDA Financial Network33,699$3.12M0.91%-26,32913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,634$3.03M0.23%+15,35613F-HRTimeline
COOKSON PEIRCE & CO INC32,255$2.99M0.14%-1,13913F-HRTimeline
Atlas Wealth LLC32,198$2.99M1.13%+23,41813F-HRTimeline
Financial Partners Group, LLC32,068$2.97M1.23%-15513F-HRTimeline
Opal Wealth Advisors, LLC32,042$2.97M0.89%+3,05713F-HRTimeline
Chris Bulman Inc31,878$2.96M1.89%-7,28013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,804$2.95M0.08%+8,12713F-HRTimelineGroup
KPP Advisory Services LLC31,695$2.94M0.69%-37113F-HRTimeline
Maridea Wealth Management LLC31,467$2.92M0.94%13F-HRTimeline
WEDBUSH SECURITIES INC31,373$2.91M0.1%-40313F-HRTimeline
Compound Planning, Inc.30,731$2.85M0.14%-51413F-HRTimeline
Schorn Wealth LLC30,246$2.8M0.91%-2,23813F-HRTimeline
Creekside Partners29,310$2.72M1.41%+1,85913F-HRTimeline
Waverly Advisors, LLC29,165$2.7M0.04%+25,11913F-HRTimeline
Endowment Wealth Management, Inc.29,146$2.7M1.82%+10,49313F-HRTimeline
TFR Capital, LLC.29,128$2.7M1.34%13F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC28,864$2.68M0.29%-40913F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd28,700$2.66M3.52%-12,30013F-HRTimelineGroup
Wealthfront Advisers LLC28,632$2.65M0.01%+4,39013F-HR/ATimeline
Realta Investment Advisors27,923$2.59M1.06%-27813F-HRTimeline
Lansing Street Advisors27,492$2.55M0.89%+36513F-HRTimeline
Aptus Capital Advisors, LLC27,481$2.55M0.03%+11,44713F-HRTimeline
SimpliFi, Inc.27,158$2.52M1.15%+16513F-HRTimeline
Treynor Bancshares, Inc.26,846$2.49M2.63%+2,86713F-HRTimeline
J.W. COLE ADVISORS, INC.26,667$2.47M0.1%+5,35013F-HRTimeline
Jacksonville Wealth Management, LLC26,529$2.46M2.3%13F-HRTimeline
EWG Elevate Inc.26,236$2.43M0.74%+1,80113F-HRTimeline
Focus Financial Network, Inc.26,214$2.43M0.1%+1,76113F-HRTimeline
CRUX WEALTH ADVISORS26,124$2.42M1.35%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,857$2.4M0.05%+3,91113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,591$2.37M0.06%+18013F-HRTimelineGroup
First Financial Group Corp25,481$2.36M2.61%13F-HRTimeline
Rollins Financial Advisors, LLC25,324$2.35M0.37%-3,08413F-HRTimeline
Cornell Pochily Investment Advisors, In…25,300$2.35M0.82%+13013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,159$2.33M<0.01%+9913F-HRTimelineGroup
Edge Financial Advisors LLC24,922$2.31M2.06%-1,34113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…24,627$2.28M0.34%+56913F-HRTimeline
Lifeworks Advisors, LLC24,220$2.25M0.41%+1,06713F-HRTimeline
Triumph Capital Management24,192$2.24M0.77%+2,25313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,989$2.22M0.21%-35,75413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC23,905$2.22M0.27%-1,42113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding23,900$2.22M-388,900Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,756$2.2M<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,690$2.2M0.03%+89413F-HRTimelineGroup
Cross Staff Investments Inc23,635$2.19M1.53%+16013F-HRTimeline
Summit Trail Advisors, LLC23,203$2.15M0.08%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,108$2.14M0.05%-3,08513F-HRTimelineGroup
HHM Wealth Advisors, LLC23,086$2.14M0.29%-2,46513F-HRTimeline
Oliver Luxxe Assets LLC21,845$2.12M0.38%013F-HR/ATimeline
Whipplewood Advisors, LLC22,814$2.12M1.2%13F-HRTimeline
Cutler Capital Management, LLC22,138$2.05M0.71%+1,23913F-HR/ATimeline
Able Wealth Management LLC22,122$2.05M1.35%+7,93113F-HRTimeline
Trademark Financial Management, LLC22,082$2.05M1.63%-24,91013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.22,031$2.04M1.74%13F-HRTimeline
Garden State Investment Advisory Servic…21,252$1.97M0.61%+26013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,237$1.97M0.06%-3,36213F-HRTimelineGroup
BCS Wealth Management21,095$1.96M0.49%-6,42413F-HRTimeline
FCA CORP /TX21,020$1.95M0.61%+13513F-HRTimeline
GRIES FINANCIAL LLC20,942$1.94M0.34%-72913F-HRTimeline
Cornerstone Wealth Management, LLC20,538$1.9M0.13%+2,72813F-HRTimeline
PCG Wealth Advisors, LLC19,996$1.85M0.68%-6,33213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,764$1.83M<0.01%-49513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,729$1.83M0.05%+15,44113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC19,650$1.82M0.15%+3,61613F-HRTimeline
Berger Financial Group, Inc19,525$1.81M0.13%-2,02313F-HRTimeline
Comprehensive Financial Consultants Ins…19,292$1.79M0.65%+12313F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC19,284$1.79M0.48%+1,13013F-HRTimeline
Marshall Financial Group, LLC18,739$1.74M0.42%-6713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,518$1.72M<0.01%+3,35913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,416$1.71M<0.01%+2,84013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.18,159$1.68M0.74%+2,03113F-HRTimeline
Summit Wealth Partners, LLC18,036$1.67M0.34%-1,17813F-HRTimeline
Meridian Wealth Management, LLC17,937$1.66M0.08%-1,38513F-HRTimeline
SageView Advisory Group, LLC17,779$1.65M0.07%+7,73213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC17,162$1.59M1.16%13F-HRTimeline
MADDEN SECURITIES Corp17,000$1.58M0.63%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,866$1.56M0.04%+22313F-HRTimeline
WCG Wealth Advisors LLC16,790$1.56M0.1%-38,45213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,593$1.54M0.04%+4,77313F-HRTimeline
Merkkuri Wealth Advisors LLC16,082$1.49M1.18%+20813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,758$1.46M<0.01%+4,05913F-HRTimelineGroup
United Community Bankin group United Community Bank15,650$1.45M0.56%-2,94513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,638$1.45M<0.01%-83513F-HRTimelineGroup
Patten Group, Inc.15,469$1.43M0.32%-10113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,455$1.43M1.33%13F-HRTimeline
COZAD ASSET MANAGEMENT INC15,408$1.43M0.13%+10013F-HRTimeline
WOLFF WIESE MAGANA LLC15,385$1.43M0.94%+19213F-HRTimeline
CIBC WORLD MARKET INC.15,341$1.42M<0.01%+91213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC15,262$1.42M1.09%13F-HRTimeline
RFG Advisory, LLC15,252$1.41M0.04%-99813F-HRTimeline
Castleview Partners, LLC15,304$1.41M0.76%-18313F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,105$1.4M0.09%+8,07913F-HRTimelineGroup
Arete Wealth Advisors, LLC14,862$1.38M0.1%-62013F-HRTimeline
UPTICK PARTNERS, LLC14,820$1.37M0.5%+43313F-HRTimeline
L & S Advisors Inc14,588$1.35M0.15%+2,18513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC14,559$1.35M0.89%-4813F-HRTimeline
Elevation Capital Advisory, LLC13,909$1.29M0.55%-91,91413F-HRTimeline
Keeler Thomas Management LLC13,727$1.27M0.45%-4,57813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,679$1.27M<0.01%-10113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,547$1.26M0.04%+6,45513F-HRTimelineGroup
Smith Thornton Advisors LLC13,521$1.25M0.79%-31413F-HRTimeline
WARNER FINANCIAL, INC13,331$1.24M0.53%+70213F-HRTimeline
M3 Advisory Group, LLC13,107$1.22M0.87%+51613F-HRTimeline
Mendel Money Management12,857$1.19M0.53%-1,23513F-HRTimeline
Soundwatch Capital LLC12,672$1.17M0.12%+47613F-HRTimeline
IEQ CAPITAL, LLC12,530$1.16M0.01%+1,30113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,295$1.14M0.03%013F-HRTimeline
Advyzon Investment Management, LLC12,132$1.12M0.43%13F-HRTimeline
Cornerstone Financial Group, LLC /NE/11,880$1.1M1.09%13F-HRTimeline
PFG Investments, LLC11,817$1.1M0.07%+12113F-HRTimeline
PKS Advisory Services, LLC11,814$1.1M0.27%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL11,849$1.09M0.37%+54813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,788$1.09M0.1%+1,18213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11,735$1.09M0.18%+20813F-HRTimelineGroup
Principle Wealth Partners LLC11,404$1.06M0.07%-83513F-HRTimeline
Sovran Advisors, LLC11,379$1.05M0.15%13F-HRTimeline
Cresset Asset Management, LLC11,043$1.02M<0.01%-8,77013F-HRTimeline
Bawa N Mallick Trust11,000$1.02M0.45%13F-HRTimeline
Samalin Investment Counsel, LLC10,828$1M0.43%+3,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,769$999K<0.01%+8,43613F-HRTimelineGroup
Rothschild Wealth LLC10,756$997K0.29%-39413F-HRTimeline
CHOREO, LLC10,766$997K0.01%+41413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD10,806$996K0.02%-19413F-HRTimelineGroup
United Advisor Group, LLC10,683$991K0.2%-2,83213F-HRTimeline
Castle Rock Wealth Management, LLC10,807$990K0.24%-11513F-HRTimeline
AlphaStar Capital Management, LLC10,660$988K0.1%+58913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,563$979K0.02%+5213F-HRTimeline
MEMBERS WEALTH LLC10,683$979K0.73%13F-HRTimeline