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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

687 managers (693 13F filers) reported a position in MOAT shares at 2025-06-30, 80,892,771 shares in all. 42 filers opened a position and 51 filers sold out during the quarter.

Managers
687
13F filers
693
New
42
Added
166
Reduced
366
Sold out
51
Shares held by filers
80,892,771

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MERCER GLOBAL ADVISORS INC /ADV44,380$4.16M0.01%-89213F-HRTimeline
NorthCoast Asset Management LLC44,105$4.14M0.02%-2,89213F-HRTimeline
Kraft, Davis & Associates, LLC41,617$4.12M1.13%-9,23913F-HRTimeline
Mutual Advisors, LLC41,197$4.09M0.1%-6,54913F-HRTimeline
WealthPLAN Partners, LLC43,505$4.08M0.66%-120,77613F-HRTimeline
CENTAURUS FINANCIAL, INC.43,440$4.07M0.24%-4,29313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC43,371$4.07M0.28%-11,34913F-HRTimeline
XML Financial, LLC43,221$4.05M0.35%+1,85513F-HRTimeline
Integrated Advisors Network LLC42,963$4.03M0.18%-6,13613F-HRTimeline
Stonebridge Financial Planning Group, L…42,334$3.97M1.66%-2,19413F-HRTimeline
Betterment LLC42,205$3.96M0.01%-35,87713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,153$3.95M0.07%+16,29613F-HRTimelineGroup
Burns Matteson Capital Management, LLC41,585$3.9M1.88%-5,21313F-HRTimeline
MinichMacGregor Wealth Management, LLC41,510$3.89M0.83%-144,94513F-HRTimeline
FLOW TRADERS U.S. LLC41,025$3.85M0.14%-12,94813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,598$3.81M<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding40,280$3.78M-38,457Timeline
Ayalon Insurance Comp Ltd.40,145$3.77M1.09%+19013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.40,077$3.76M0.18%-5,35813F-HRTimelineGroup
Financial Partners Group, LLC39,615$3.72M1.34%+2,55113F-HRTimeline
McCarthy & Cox39,115$3.67M0.96%-43013F-HRTimeline
FMR LLCin group FMR LLC38,981$3.66M<0.01%+3,66313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC38,945$3.65M0.09%-14,64813F-HRTimelineGroup
IRON Financial LLC38,742$3.63M1.92%-213F-HRTimeline
Opal Wealth Advisors, LLC38,604$3.62M1%+2,23313F-HRTimeline
B. Riley Wealth Advisors, Inc.37,891$3.55M0.17%-16,74413F-HRTimeline
BLAIR WILLIAM & CO/IL37,851$3.55M0.01%-2,93713F-HRTimeline
Trajan Wealth LLC37,736$3.54M0.17%-56713F-HRTimeline
AVALON CAPITAL MANAGEMENT37,621$3.53M0.95%-15,46813F-HRTimeline
Westshore Wealth, LLC37,347$3.5M1.34%-53813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,246$3.49M0.08%-13,51013F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC36,092$3.39M1.69%-26,56013F-HRTimeline
Global Retirement Partners, LLC35,555$3.33M0.08%13F-HRTimeline
Orion Porfolio Solutions, LLC35,486$3.33M0.03%-5,64713F-HR/ATimeline
Darwin Wealth Management, LLC35,443$3.32M1.15%+53713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,949$3.28M0.01%-2,43913F-HRTimeline
RDA Financial Network34,880$3.27M0.88%-34013F-HRTimeline
Rooted Wealth Advisors, Inc.33,796$3.26M1.13%-6,90213F-HRTimeline
Collaborative Wealth Managment Inc.34,774$3.26M1.42%+31713F-HRTimeline
XY Planning Network, Inc.34,696$3.25M1.11%new13F-HRTimeline
Archford Capital Strategies, LLC34,687$3.25M0.42%-5,99713F-HRTimeline
Endowment Wealth Management, Inc.33,795$3.17M1.63%+2,22113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC33,650$3.16M1.94%-3,12513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding33,460$3.14M-838Timeline
Tactive Advisors, LLC33,327$3.13M1.01%13F-HRTimeline
EP Wealth Advisors, LLC32,925$3.09M0.02%-230,84013F-HRTimeline
Atlas Wealth LLC31,486$3.01M1.1%-5,59313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd30,491$2.86M0.12%+24,89913F-HRTimelineGroup
Soundwatch Capital LLC65,430$2.84M0.5%+55,85613F-HRTimeline
Compound Planning, Inc.30,197$2.83M0.11%+70713F-HRTimeline
GPS Wealth Strategies Group, LLC29,927$2.81M0.32%-4,02513F-HRTimeline
Vantage Point Financial LLC29,655$2.78M1.22%-6,75613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,611$2.78M0.23%+13,95713F-HRTimeline
Creekside Partners29,435$2.76M1.31%-14113F-HRTimeline
Waverly Advisors, LLC29,146$2.73M0.03%-1,55313F-HRTimeline
Lionsbridge Wealth Management LLC28,186$2.64M2.63%-43813F-HRTimeline
J.W. COLE ADVISORS, INC.28,123$2.64M0.06%+17,00813F-HRTimeline
White Knight Strategic Wealth Advisors,…27,983$2.62M2.23%-43613F-HRTimeline
Jacksonville Wealth Management, LLC27,942$2.62M2.11%+1,43413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC27,886$2.62M0.26%+2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,526$2.58M0.07%+3,12513F-HRTimelineGroup
Garden State Investment Advisory Servic…27,337$2.56M0.69%013F-HRTimeline
Wealthfront Advisers LLC26,845$2.52M0.01%-1,35513F-HRTimeline
DHK Financial Advisors, Inc.26,666$2.5M1.44%013F-HRTimeline
Quantinno Capital Management LP26,539$2.49M0.01%+3,01813F-HRTimeline
COOKSON PEIRCE & CO INC26,455$2.48M0.11%-5,00013F-HRTimeline
TME FINANCIAL, INC.26,346$2.47M2%+2,68313F-HRTimeline
BXM Wealth LLC26,174$2.45M2.92%-5,01513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,084$2.35M<0.01%-2,72213F-HRTimelineGroup
First Financial Group Corp24,708$2.32M2.26%+6913F-HRTimeline
Cornell Pochily Investment Advisors, In…24,702$2.32M0.76%-85013F-HRTimeline
Cornerstone Wealth Management, LLC24,375$2.29M0.14%+14913F-HRTimeline
Cross Staff Investments Inc24,220$2.27M1.69%+21513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,107$2.26M0.06%+1,70613F-HRTimeline
L & S Advisors Inc23,652$2.22M0.22%+4,36113F-HRTimeline
Provident Wealth Management, LLC23,404$2.2M0.72%-1,88413F-HRTimeline
HHM Wealth Advisors, LLC23,086$2.17M0.26%013F-HRTimeline
Cutler Capital Management, LLC23,063$2.16M0.75%+32013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,580$2.12M0.29%-2,18213F-HRTimeline
First International Bank & Trust22,539$2.11M0.74%-485,46713F-HRTimeline
Realta Investment Advisors22,522$2.11M0.83%-17013F-HRTimeline
Cascade Financial Partners, LLC22,445$2.11M0.25%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,148$2.08M0.22%-43513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,778$2.04M0.13%+36013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…21,624$2.03M0.01%-23,17313F-HRTimeline
Aptus Capital Advisors, LLC20,958$1.97M0.02%+1,29913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20,958$1.97M0.14%+1,29913F-HRTimeline
GRIES FINANCIAL LLC20,812$1.95M0.36%+68113F-HRTimeline
Triumph Capital Management20,657$1.94M0.58%+4,09013F-HR/ATimeline
CRUX WEALTH ADVISORS20,423$1.92M0.82%-4,03513F-HRTimeline
FCA CORP /TX20,409$1.91M0.57%+32613F-HRTimeline
Focus Financial Network, Inc.20,204$1.89M0.07%-4,92513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,624$1.84M0.05%-4,07213F-HRTimelineGroup
Schorn Wealth LLC19,612$1.84M0.61%-4,20913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC19,389$1.82M0.31%-41,05413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,615$1.75M<0.01%-34613F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,607$1.75M<0.01%-2,91613F-HRTimelineGroup
Comprehensive Financial Consultants Ins…18,480$1.73M0.57%-48313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,029$1.69M0.13%-1,34613F-HRTimeline
Rollins Financial Advisors, LLC18,005$1.69M0.27%-3,30013F-HRTimeline
Summit Trail Advisors, LLC17,934$1.68M0.03%-2,00713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,922$1.68M0.04%+2,44513F-HRTimeline
Long Island Wealth Management, Inc.17,610$1.65M0.86%-91,38213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,494$1.64M<0.01%+1,83413F-HRTimelineGroup
Berger Financial Group, Inc17,109$1.6M0.1%-70913F-HRTimeline
WEDBUSH SECURITIES INC16,950$1.59M0.06%-3,64313F-HRTimeline
World Investment Advisors16,920$1.59M0.04%-2,62813F-HRTimeline
Chicago Partners Investment Group LLC16,076$1.58M0.05%-1,00013F-HRTimeline
Caliber Wealth Management, LLC / KS16,616$1.56M0.17%-2,74013F-HRTimeline
BCS Wealth Management16,538$1.55M0.33%-3,00713F-HRTimeline
Elevation Capital Advisory, LLC16,333$1.53M0.61%-92,20313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC15,947$1.52M0.28%-182,46313F-HRTimeline
Marshall Financial Group, LLC15,562$1.49M0.29%-1,94113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,702$1.47M<0.01%-2,17213F-HRTimelineGroup
WOLFF WIESE MAGANA LLC15,690$1.47M0.91%+9213F-HRTimeline
Main Street Financial Solutions, LLC15,607$1.46M0.11%-54313F-HRTimeline
United Community Bankin group United Community Bank15,600$1.46M0.5%+2513F-HRTimelineGroup
NFSG Corp15,256$1.43M0.23%+11,55413F-HRTimeline
Summit Wealth Partners, LLC15,241$1.43M0.27%-2,80713F-HRTimeline
SageView Advisory Group, LLC14,385$1.42M0.05%-2,28613F-HRTimeline
Element Squared LLC15,088$1.42M0.88%13F-HRTimeline
MADDEN SECURITIES Corp15,000$1.41M0.47%-2,00013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,890$1.4M1.13%+913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,849$1.39M0.03%+213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.14,785$1.39M1.07%-1813F-HRTimeline
EWG Elevate Inc.14,666$1.38M0.42%-7,19413F-HRTimeline
Able Wealth Management LLC14,562$1.37M0.69%-15,80913F-HRTimeline
COZAD ASSET MANAGEMENT INC14,518$1.36M0.12%-89013F-HR/ATimeline
Rothschild Wealth LLC14,146$1.33M0.33%+2,12513F-HRTimeline
PKS Advisory Services, LLC14,125$1.32M0.34%-84913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC14,095$1.32M0.82%-39413F-HRTimeline
IEQ CAPITAL, LLC13,737$1.29M0.01%+1,20713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC13,736$1.29M0.34%+18413F-HRTimeline
M3 Advisory Group, LLC13,697$1.28M0.89%+38013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.13,683$1.28M1.06%-6,50913F-HRTimeline
LexAurum Advisors, LLC13,660$1.28M0.2%+7,50413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,579$1.27M<0.01%-10013F-HRTimelineGroup
Perennial Investment Advisors, LLC13,514$1.27M0.12%-68113F-HRTimeline
Mendel Money Management13,504$1.27M0.56%+7513F-HRTimeline
UPTICK PARTNERS, LLC13,352$1.25M0.36%-68013F-HRTimeline
Atria Investments, Inc13,187$1.24M0.01%-90,83113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC12,732$1.19M0.61%-9,77713F-HRTimeline
Cornerstone Financial Group, LLC /NE/12,388$1.16M0.99%013F-HRTimeline
John W. Brooker & Co., CPAs11,908$1.16M2.72%-42,76313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,295$1.15M0.03%013F-HRTimeline
Whipplewood Advisors, LLC12,208$1.14M0.63%+11,81313F-HRTimeline
WARNER FINANCIAL, INC12,203$1.14M0.47%-37013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc12,008$1.13M<0.01%-27,53113F-HRTimelineGroup
WCG Wealth Advisors LLC11,959$1.12M0.07%-25713F-HRTimeline
PFG Investments, LLC11,866$1.11M0.07%-17113F-HRTimeline
HB Wealth Management, LLC11,771$1.1M0.01%+3,43113F-HRTimeline
AlphaStar Capital Management, LLC11,671$1.09M0.08%+41613F-HRTimeline
AdvisorNet Financial, Inc11,533$1.08M0.07%-50,42013F-HRTimeline
IMG Wealth Management, Inc.11,426$1.07M0.83%-38,24513F-HRTimeline
Pekin Hardy Strauss, Inc.11,245$1.05M0.12%+1,39513F-HRTimeline
Heck Capital Advisors, LLC11,189$1.05M0.09%+11,11413F-HRTimeline
HAZLETT, BURT & WATSON, INC.11,070$1.04M0.42%-8,45813F-HRTimeline
Bawa N Mallick Trust11,000$1.03M0.43%013F-HRTimeline
Trademark Financial Management, LLC11,000$1.03M0.63%-4,55213F-HRTimeline
PCG Wealth Advisors, LLC10,882$1.02M0.52%-42913F-HRTimeline
Tradewinds, LLC.10,784$1.01M0.77%new13F-HRTimeline
Merkkuri Wealth Advisors LLC10,784$1.01M0.77%-4,22413F-HRTimeline
Keystone Financial Group10,514$986K0.09%-27913F-HRTimeline
Patten Group, Inc.10,447$980K0.21%-3,27813F-HRTimeline
Ascension Capital Advisors, Inc.10,376$973K0.41%+27813F-HRTimeline
KPP Advisory Services LLC10,355$971K0.16%-10,80013F-HR/ATimeline
Maridea Wealth Management LLC10,298$966K0.25%-16,38613F-HRTimeline
Principle Wealth Partners LLC10,294$966K0.06%-20013F-HRTimeline
Castle Rock Wealth Management, LLC9,957$960K0.22%-85013F-HRTimeline
Advyzon Investment Management, LLC10,209$958K0.21%-22913F-HRTimeline
Smart Money Group LLC10,075$945K0.3%-5,33813F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,974$935K0.28%-3313F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,438$919K0.32%013F-HRTimeline
Root Financial Partners, LLC9,648$905K0.09%-13613F-HRTimeline
CALTON & ASSOCIATES, INC.9,608$901K0.16%-6,52913F-HRTimeline
Sovran Advisors, LLC9,241$891K0.09%-1,16213F-HRTimeline
Oliver Luxxe Assets LLC9,350$877K0.16%-2,15713F-HRTimeline
Phraction Management LLC9,095$853K0.27%-1,25013F-HRTimeline
Kaydan Wealth Management, Inc.8,808$826K0.27%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,706$817K0.01%+1,61313F-HRTimelineGroup
MGB Wealth Management, LLC8,674$813K0.27%-1,51013F-HRTimeline
Sovereign Financial Group, Inc.8,659$812K0.17%-47113F-HRTimeline
Anchor Investment Management, LLC8,638$810K0.07%-25513F-HRTimeline
Turning Point Benefit Group, Inc.8,560$803K0.61%+3,46613F-HRTimeline
Larson Financial Group LLC8,494$797K0.03%-88013F-HRTimeline
FIRST COMMUNITY TRUST NA8,242$773K0.63%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,189$768K0.25%-1,44813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,094$759K0.54%+32013F-HRTimeline
CHOREO, LLC8,053$755K0.01%-2,70513F-HRTimeline
SAX WEALTH ADVISORS, LLC8,048$755K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,997$750K0.01%+3,03213F-HRTimeline
Cornerstone Wealth Group, LLC7,983$749K0.06%-44213F-HRTimeline
Western Pacific Wealth Management, LP7,967$747K0.72%+1,20013F-HRTimeline
United Advisor Group, LLC7,868$738K0.13%-2,40113F-HRTimeline
Commonwealth Financial Services, LLC7,724$724K0.14%+2,95513F-HRTimeline
SWMG, LLC7,275$721K0.24%+95513F-HRTimeline
FSC Wealth Advisors, LLC7,681$720K0.45%-2213F-HR/ATimeline
Valued Retirements, Inc.7,661$719K0.81%013F-HRTimeline
Samalin Investment Counsel, LLC7,498$703K0.27%-2,17913F-HRTimeline
Legacy Private Trust Co.7,398$694K0.04%-4913F-HRTimeline