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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

699 managers (706 13F filers) reported a position in MOAT shares at 2025-03-31, 91,259,116 shares in all. 52 filers opened a position and 55 filers sold out during the quarter.

Managers
699
13F filers
706
New
52
Added
220
Reduced
306
Sold out
55
Shares held by filers
91,259,116

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FLOW TRADERS U.S. LLC53,973$4.75M0.2%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding53,932$4.75M-17,175Timeline
BARINGS LLCin group BARINGS LLC53,593$4.72M0.12%-206,84813F-HRTimelineGroup
YHB Investment Advisors, Inc.53,285$4.69M0.39%+1,63713F-HRTimeline
AVALON CAPITAL MANAGEMENT53,089$4.67M1.36%-13,46213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,700$4.64M0.12%+27,10913F-HRTimelineGroup
Financial Partners Group, Inc52,389$4.61M0.71%-1,34613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,756$4.47M0.1%+27,64813F-HRTimelineGroup
SMITH, MOORE & CO.50,339$4.43M0.41%+61713F-HRTimeline
IMG Wealth Management, Inc.49,671$4.37M3.93%+2,28013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC49,358$4.34M0.49%+2,81813F-HRTimelineGroup
Santori & Peters, Inc.49,354$4.34M1.75%-1,01413F-HRTimeline
Farrell Financial LLC49,246$4.33M3.16%-58113F-HRTimeline
Integrated Advisors Network LLC49,099$4.32M0.22%-3,88613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…48,569$4.27M0.14%+81413F-HRTimelineGroup
Beacon Pointe Advisors, LLC48,217$4.24M0.05%-1,48813F-HRTimeline
CENTAURUS FINANCIAL, INC.47,733$4.2M0.25%-1,69513F-HRTimeline
Kraft, Davis & Associates, LLC50,856$4.15M1.34%+1,51013F-HRTimeline
Foundations Investment Advisors, LLC47,071$4.14M0.08%+2,57813F-HRTimeline
NorthCoast Asset Management LLC46,997$4.14M0.02%-48013F-HR/ATimeline
Burns Matteson Capital Management, LLC46,798$4.12M2.22%+37113F-HRTimeline
Destiny Wealth Partners, LLC46,443$4.09M0.65%+2,72113F-HRTimeline
Mutual Advisors, LLC47,746$4.06M0.12%-40613F-HRTimeline
Rehmann Capital Advisory Group45,651$4.02M0.25%-6413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.45,435$4M0.22%-98513F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO45,416$4M0.07%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,272$3.98M0.01%-2,13813F-HRTimeline
Paragon Advisors, LLC45,121$3.97M1.5%+5,26313F-HRTimeline
Capital Investment Advisory Services, L…44,961$3.96M0.35%+67713F-HRTimeline
Federation des caisses Desjardins du Qu…44,797$3.94M0.02%-107,70613F-HRTimeline
Stonebridge Financial Planning Group, L…44,528$3.92M1.79%+6,09313F-HRTimeline
Advisor Resource Council44,085$3.88M0.31%-40,79913F-HRTimeline
ROBERTS GLORE & CO INC /IL/43,746$3.85M1.17%+2,70313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,459$3.74M0.01%+31,69013F-HRTimelineGroup
XML Financial, LLC41,366$3.64M0.34%+5,19613F-HRTimeline
Orion Porfolio Solutions, LLC41,133$3.62M0.04%-7,38113F-HRTimeline
Orion Portfolio Solutions, LLC41,133$3.62M0.04%-7,38113F-HR/ATimeline
BLAIR WILLIAM & CO/IL40,788$3.59M0.01%-1,98413F-HRTimeline
Archford Capital Strategies, LLC40,684$3.58M0.52%-81,09913F-HRTimeline
PSI Advisors, LLC40,501$3.56M1.16%-4,61913F-HRTimeline
Ayalon Insurance Comp Ltd.39,955$3.52M1.13%-13,49913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.39,721$3.49M<0.01%new13F-HRTimelineGroup
McCarthy & Cox39,545$3.48M1.52%+5313F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc39,539$3.45M0.01%-69,47413F-HRTimelineGroup
Sunpointe, LLC39,199$3.45M1.84%+1,18013F-HRTimeline
IRON Financial LLC38,744$3.41M1.91%+6213F-HRTimeline
Trajan Wealth LLC38,303$3.37M0.18%-47713F-HRTimeline
Westshore Wealth, LLC37,885$3.33M1.41%-4,17813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,489$3.3M0.08%+5,68513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS37,388$3.29M0.01%-4,28913F-HRTimeline
Atlas Wealth LLC37,079$3.26M1.27%+4,88113F-HRTimeline
Financial Partners Group, LLC37,064$3.26M1.42%+4,99613F-HRTimeline
Darwin Wealth Management, LLC34,906$3.24M1.09%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC36,775$3.24M2.19%-3,88613F-HRTimeline
Vantage Point Financial LLC36,411$3.2M1.61%+49513F-HRTimeline
Rooted Wealth Advisors, Inc.40,698$3.2M1.38%+2,79613F-HRTimeline
Opal Wealth Advisors, LLC36,371$3.2M0.99%+4,32913F-HRTimeline
FMR LLCin group FMR LLC35,318$3.11M<0.01%-47913F-HRTimelineGroup
RDA Financial Network35,220$3.1M0.92%+1,52113F-HRTimeline
Collaborative Wealth Managment Inc.34,457$3.03M1.42%-2,25813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,298$3.02M-28,375Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV33,976$2.99M0.98%-81,08513F-HRTimeline
GPS Wealth Strategies Group, LLC33,952$2.99M0.4%-9,76413F-HRTimeline
Transform Wealth, LLC33,316$2.93M0.18%-2,68413F-HRTimeline
Endowment Wealth Management, Inc.31,574$2.78M1.79%+2,42813F-HRTimeline
COOKSON PEIRCE & CO INC31,455$2.77M0.14%-80013F-HRTimeline
BXM Wealth LLC31,189$2.74M3.3%+26,50513F-HRTimeline
Waverly Advisors, LLC30,699$2.7M0.03%+1,53413F-HRTimeline
Able Wealth Management LLC30,371$2.67M1.58%+8,24913F-HRTimeline
Chris Bulman Inc29,818$2.62M1.66%-2,06013F-HRTimeline
Creekside Partners29,576$2.6M1.36%+26613F-HRTimeline
Compound Planning, Inc.29,490$2.6M0.12%-1,24113F-HRTimeline
Lionsbridge Wealth Management LLC28,624$2.52M2.24%-6,47013F-HRTimeline
White Knight Strategic Wealth Advisors,…28,419$2.5M2.3%-29,74113F-HRTimeline
Wealthfront Advisers LLC28,200$2.48M0.01%-43213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC27,866$2.45M0.25%-99813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,806$2.45M<0.01%+2,64713F-HRTimelineGroup
Lansing Street Advisors27,445$2.42M0.81%-4713F-HRTimeline
Garden State Investment Advisory Servic…27,337$2.41M0.77%+6,08513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,857$2.4M0.05%013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC27,167$2.39M0.46%new13F-HRTimeline
Maridea Wealth Management LLC26,684$2.35M0.77%-4,78313F-HRTimeline
DHK Financial Advisors, Inc.26,666$2.35M1.29%-34,35013F-HRTimeline
Jacksonville Wealth Management, LLC26,508$2.33M2.3%-2113F-HRTimeline
GTS SECURITIES LLC25,899$2.28M0.1%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,401$2.28M0.07%new13F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…25,552$2.25M0.79%+25213F-HRTimeline
Provident Wealth Management, LLC25,288$2.23M0.77%-8,70813F-HRTimeline
Focus Financial Network, Inc.25,129$2.21M0.09%-1,08513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…24,762$2.17M0.33%+13513F-HRTimeline
First Financial Group Corp24,639$2.17M2.45%-84213F-HRTimeline
CRUX WEALTH ADVISORS24,458$2.15M1.12%-1,66613F-HRTimeline
Cornerstone Wealth Management, LLC24,226$2.13M0.14%+3,68813F-HRTimeline
Cross Staff Investments Inc24,005$2.11M1.59%+37013F-HRTimeline
Schorn Wealth LLC23,821$2.1M0.69%-6,42513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,696$2.09M0.06%+2,45913F-HRTimelineGroup
TME FINANCIAL, INC.23,663$2.08M1.81%new13F-HRTimeline
Quantinno Capital Management LP23,521$2.07M0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC23,086$2.03M0.27%013F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd22,900$2.02M3.39%-5,80013F-HRTimelineGroup
Cutler Capital Management, LLC22,743$2M0.7%+60513F-HRTimeline
Realta Investment Advisors22,692$2M0.91%-5,23113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,583$1.99M0.23%-1,32213F-HRTimelineGroup
Whipplewood Advisors, LLC395$1.98M1.41%-22,41913F-HRTimeline
PEAK FINANCIAL ADVISORS LLC22,509$1.98M1.01%-20,33313F-HRTimeline
Cascade Financial Partners, LLC22,445$1.98M0.25%-15,88013F-HRTimeline
HARBOUR INVESTMENTS, INC.22,401$1.97M0.06%+5,53513F-HRTimeline
EWG Elevate Inc.21,860$1.92M0.73%-4,37613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,523$1.89M<0.01%+3,10713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,418$1.88M0.12%+6,31313F-HRTimelineGroup
Rollins Financial Advisors, LLC21,305$1.87M0.33%-4,01913F-HR/ATimeline
KPP Advisory Services LLC21,155$1.86M0.35%-10,54013F-HRTimeline
WEDBUSH SECURITIES INC20,593$1.81M0.07%-10,78013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.20,192$1.78M1.58%-1,83913F-HRTimeline
GRIES FINANCIAL LLC20,131$1.77M0.34%-81113F-HRTimeline
FCA CORP /TX20,083$1.77M0.56%-93713F-HRTimeline
Summit Trail Advisors, LLC19,941$1.75M0.06%-3,26213F-HRTimeline
Aptus Capital Advisors, LLC19,659$1.73M0.02%-7,82213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC19,659$1.73M0.14%+913F-HRTimeline
Retireful, LLC14,767$1.73M1.65%new13F-HRTimeline
World Investment Advisors19,548$1.72M0.04%-48,80813F-HRTimeline
BCS Wealth Management19,545$1.72M0.44%-1,55013F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,528$1.72M0.77%+1,36913F-HRTimeline
Caliber Wealth Management, LLC / KS19,356$1.7M0.23%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,375$1.7M0.16%-13,25913F-HR/ATimeline
L & S Advisors Inc19,291$1.7M0.21%+4,70313F-HRTimeline
Comprehensive Financial Consultants Ins…18,963$1.67M0.59%-32913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,961$1.67M<0.01%-80313F-HRTimelineGroup
Summit Wealth Partners, LLC18,048$1.59M0.32%+1213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,874$1.57M<0.01%-5,88213F-HRTimelineGroup
Berger Financial Group, Inc17,818$1.57M0.11%-1,70713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,738$1.56M0.02%-5,95213F-HRTimelineGroup
AE Wealth Management LLC17,656$1.55M0.01%-22,98213F-HRTimeline
Marshall Financial Group, LLC17,503$1.54M0.34%-1,23613F-HRTimeline
HRT FINANCIAL LP17,051$1.5M0.01%new13F-HRTimeline
MADDEN SECURITIES Corp17,000$1.5M0.58%013F-HRTimeline
Chicago Partners Investment Group LLC17,076$1.48M0.05%new13F-HRTimeline
SageView Advisory Group, LLC16,671$1.47M0.06%-1,10813F-HRTimeline
Triumph Capital Management16,567$1.46M0.49%-7,62513F-HRTimeline
Main Street Financial Solutions, LLC16,150$1.42M0.12%new13F-HRTimeline
CALTON & ASSOCIATES, INC.16,137$1.42M0.32%+13,91713F-HR/ATimeline
RFG Advisory, LLC15,884$1.4M0.04%+63213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,654$1.37M0.13%-8,33513F-HR/ATimeline
WOLFF WIESE MAGANA LLC15,598$1.37M0.93%+21313F-HRTimeline
United Community Bankin group United Community Bank15,575$1.37M0.51%-7513F-HRTimelineGroup
Trademark Financial Management, LLC15,552$1.37M1.04%-6,53013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,477$1.36M0.04%-1,11613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …15,450$1.36M0.04%-129,16913F-HR/ATimelineGroup
Smart Money Group LLC15,413$1.36M0.46%-305,38413F-HR/ATimeline
COZAD ASSET MANAGEMENT INC15,408$1.36M0.14%013F-HRTimeline
Merkkuri Wealth Advisors LLC15,008$1.32M1.13%-1,07413F-HRTimeline
PKS Advisory Services, LLC14,974$1.31M0.36%+3,16013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,881$1.31M1.18%-38113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,847$1.31M0.04%-4,88213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.14,803$1.3M1.15%-65213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC14,489$1.28M0.86%-7013F-HRTimeline
Perennial Investment Advisors, LLC14,195$1.25M0.14%+8,46713F-HRTimeline
UPTICK PARTNERS, LLC14,032$1.23M0.42%-78813F-HRTimeline
Cresset Asset Management, LLC13,965$1.23M0.01%+2,92213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,471$1.23M0.05%-7613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,835$1.22M<0.01%+7,69313F-HR/ATimelineGroup
Patten Group, Inc.13,725$1.21M0.28%-1,74413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,679$1.2M<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,660$1.2M<0.01%+2213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC13,619$1.2M0.18%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC13,552$1.19M0.33%-5,73213F-HRTimeline
Mendel Money Management13,429$1.18M0.56%+57213F-HRTimeline
M3 Advisory Group, LLC13,317$1.17M0.93%+21013F-HRTimeline
Cornerstone Financial Group, LLC /NE/12,388$1.13M1.01%+50813F-HRTimeline
WARNER FINANCIAL, INC12,573$1.11M0.49%-75813F-HRTimeline
IEQ CAPITAL, LLC12,530$1.1M0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,295$1.08M0.03%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,612$1.08M0.09%+82413F-HRTimeline
WCG Wealth Advisors LLC12,216$1.07M0.08%-4,57413F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,131$1.07M<0.01%new13F-HR/ATimelineGroup
PFG Investments, LLC12,037$1.06M0.07%+22013F-HRTimeline
Rothschild Wealth LLC12,021$1.06M0.3%+1,26513F-HRTimeline
CIBC WORLD MARKET INC.11,650$1.03M<0.01%-3,69113F-HRTimeline
Oliver Luxxe Assets LLC11,507$1.01M0.19%-10,33813F-HRTimeline
PCG Wealth Advisors, LLC11,311$995K0.35%-8,68513F-HRTimeline
AlphaStar Capital Management, LLC11,255$990K0.1%+59513F-HRTimeline
J.W. COLE ADVISORS, INC.11,115$978K0.03%-15,55213F-HRTimeline
Bawa N Mallick Trust11,000$968K0.46%013F-HRTimeline
Keystone Financial Group10,793$950K0.1%+1,92413F-HRTimeline
Castle Rock Wealth Management, LLC10,807$947K0.26%013F-HRTimeline
CHOREO, LLC10,758$947K0.01%-813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,657$938K<0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC10,494$923K0.07%-91013F-HRTimeline
Advyzon Investment Management, LLC10,438$919K0.32%-1,69413F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,438$919K0.34%+2,13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,368$912K<0.01%-8,15013F-HRTimelineGroup
Phraction Management LLC10,345$910K0.3%013F-HRTimeline
United Advisor Group, LLC10,269$904K0.19%-41413F-HRTimeline
MGB Wealth Management, LLC10,184$896K0.32%013F-HRTimeline
Ascension Capital Advisors, Inc.10,098$889K0.41%+21213F-HRTimeline
Nilsine Partners, LLC10,008$881K0.1%+21813F-HRTimeline
Strategic Investment Solutions, Inc. /IL10,007$881K0.26%-1,84213F-HRTimeline
Pekin Hardy Strauss, Inc.9,850$867K0.11%+3,65513F-HRTimeline
Root Financial Partners, LLC9,784$861K0.09%-24413F-HRTimeline
Samalin Investment Counsel, LLC9,677$852K0.35%-1,15113F-HRTimeline