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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

720 managers (726 13F filers) reported a position in MOAT shares at 2025-12-31, 74,979,635 shares in all. 58 filers opened a position and 47 filers sold out during the quarter.

Managers
720
13F filers
726
New
58
Added
223
Reduced
300
Sold out
47
Shares held by filers
74,979,635

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Financial Partners Group, Inc41,115$4.31M0.5%-8,06713F-HRTimeline
Paragon Advisors, LLC41,433$4.29M1.17%-5,72813F-HRTimeline
WILLIAM JOHN SEMPOLINSKI41,094$4.26M2.09%13F-HRTimeline
KINTRA WEALTH, LLC41,048$4.25M0.59%new13F-HRTimeline
Ayalon Insurance Comp Ltd.40,584$4.2M1.02%+33013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,476$4.19M0.06%-1,14213F-HRTimelineGroup
Opal Wealth Advisors, LLC40,237$4.17M1.09%-55413F-HRTimeline
Capital Developers, LLC39,227$4.06M3.64%13F-HRTimeline
Atlas Wealth LLC38,593$4M1.21%+7,46213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,727$3.91M0.23%-3,22313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,443$3.77M0.01%+8713F-HRTimeline
Farther Finance Advisors, LLC36,063$3.73M0.04%-9,78413F-HRTimeline
Mawer Investment Management Ltd.36,020$3.73M0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.35,440$3.67M0.17%-81413F-HRTimeline
RDA Financial Network35,284$3.65M0.88%+52513F-HRTimeline
Global Retirement Partners, LLC35,113$3.64M0.06%-62413F-HRTimeline
Lunt Capital Management, Inc.35,077$3.63M1.36%-9,03213F-HRTimeline
Burns Matteson Capital Management, LLC35,039$3.63M1.46%-4,07513F-HRTimeline
IRON Financial LLC33,746$3.49M1.61%-87613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding33,515$3.47M-2,047Timeline
Trajan Wealth LLC33,433$3.46M0.14%-2,14213F-HRTimeline
BLAIR WILLIAM & CO/IL33,378$3.46M0.01%-2,18313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,133$3.43M0.09%+30,31113F-HRTimelineGroup
YHB Investment Advisors, Inc.32,383$3.35M0.23%-12,47813F-HRTimeline
VestGen Advisors, LLC31,927$3.31M0.14%-32,00313F-HRTimeline
Tactive Advisors, LLC31,774$3.29M0.96%-26913F-HRTimeline
Jacksonville Wealth Management, LLC31,699$3.28M2.32%+62713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC31,552$3.27M1.78%-1,14813F-HRTimeline
Stonebridge Financial Group, LLC / MO31,131$3.22M2.79%13F-HRTimeline
Collaborative Wealth Managment Inc.30,841$3.19M1.13%-1,93413F-HRTimeline
XML Financial, LLC30,696$3.18M0.26%-19,86113F-HRTimeline
Cutler Capital Management, LLC30,598$3.17M0.95%+2,57013F-HRTimeline
Compound Planning, Inc.29,652$3.07M0.09%+65813F-HRTimeline
Lionsbridge Wealth Management LLC29,410$3.05M3.08%+92113F-HRTimeline
Turning Point Benefit Group, Inc.29,293$3.03M1.58%+6,38113F-HRTimeline
HARBOUR INVESTMENTS, INC.29,219$3.03M0.06%+4,32713F-HRTimeline
BXM Wealth LLC99,078$3.02M2.33%+72,90413F-HRTimeline
Waverly Advisors, LLC28,992$3M0.02%+42913F-HRTimeline
Westshore Wealth, LLC28,562$2.96M0.98%-4,86413F-HRTimeline
Vantage Point Financial LLC28,502$2.95M1.06%-1,02613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,224$2.92M<0.01%-10,97413F-HRTimelineGroup
Asset One Wealth Management LLC27,618$2.9M0.4%13F-HRTimeline
Creekside Partners27,525$2.85M1.2%-1,35513F-HRTimeline
Mutual Advisors, LLC27,410$2.84M0.06%-8,99413F-HRTimeline
Plotkin Financial Advisors, LLC27,377$2.84M1.38%-83,82713F-HRTimeline
COOKSON PEIRCE & CO INC27,103$2.81M0.12%+24213F-HRTimeline
BCS Wealth Management26,537$2.75M0.28%+11,06013F-HRTimeline
Aptus Capital Advisors, LLC26,084$2.7M0.02%+4,86413F-HRTimeline
L & S Advisors Inc25,986$2.69M0.25%-2013F-HRTimeline
Cornerstone Wealth Management, LLC25,719$2.66M0.14%+1,34113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,678$2.66M<0.01%+22413F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…25,390$2.63M1.92%+1,53913F-HRTimeline
Cross Staff Investments Inc25,230$2.61M1.44%+3713F-HRTimeline
Triumph Capital Management25,055$2.59M0.56%-65613F-HRTimeline
Quantinno Capital Management LP24,953$2.58M0.01%-38013F-HRTimeline
BARINGS LLCin group BARINGS LLC24,935$2.58M0.05%013F-HRTimelineGroup
MONECO ADVISORS, LLC24,670$2.55M0.2%+11,87013F-HRTimeline
Compass Advisory Group LLC24,582$2.55M0.69%+33113F-HRTimeline
Savvy Advisors, Inc.24,310$2.52M0.08%+20,26213F-HRTimeline
Orion Porfolio Solutions, LLC24,246$2.51M0.02%-5,84813F-HRTimeline
HHM Wealth Advisors, LLC22,981$2.38M0.28%013F-HRTimeline
First Financial Group Corp22,918$2.37M2.02%-1,39813F-HRTimeline
Westview Management dba Westview Invest…22,827$2.36M1.13%13F-HRTimeline
Atria Investments, Inc22,697$2.35M0.03%-3,84813F-HRTimeline
Element Squared LLC22,612$2.34M1.27%+8,40613F-HRTimeline
Cornell Pochily Investment Advisors, In…22,508$2.33M0.68%-1,01713F-HRTimeline
Wealthfront Advisers LLC22,059$2.28M0.01%-1813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,927$2.27M0.27%-1,26813F-HRTimeline
XY Planning Network, Inc.21,650$2.24M0.39%-13,04613F-HRTimeline
Able Wealth Management LLC21,589$2.24M0.71%+79513F-HRTimeline
Wealth Enhancement Trust Services, Inc.21,492$2.23M0.28%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,447$2.22M0.14%+24813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,197$2.2M0.03%new13F-HRTimeline
Realta Investment Advisors21,090$2.18M0.72%-1,30213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC20,967$2.17M0.2%-62713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,873$2.16M0.13%+30313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,798$2.15M0.04%-5,47113F-HRTimelineGroup
Provident Wealth Management, LLC20,419$2.11M0.63%-2,61413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,208$2.09M0.05%+68313F-HRTimelineGroup
FCA CORP /TX20,142$2.09M0.59%-95413F-HRTimeline
EP Wealth Advisors, LLC20,081$2.08M0.01%13F-HRTimeline
Comprehensive Financial Consultants Ins…19,775$2.05M0.62%-1013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,634$2.03M<0.01%-65613F-HRTimelineGroup
Cascade Financial Partners, LLC19,535$2.02M0.21%-2,91013F-HRTimeline
Federation des caisses Desjardins du Qu…19,458$2.02M0.01%-1,74413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,807$1.95M0.12%-43513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,498$1.92M0.24%-8,65613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,178$1.88M<0.01%-28313F-HRTimelineGroup
Long Island Wealth Management, Inc.17,765$1.84M0.87%+19613F-HRTimeline
Focus Financial Network, Inc.17,494$1.81M0.06%+15713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,257$1.79M0.09%-1,47013F-HRTimeline
Summit Trail Advisors, LLC17,014$1.76M0.03%-10813F-HRTimeline
World Investment Advisors16,868$1.75M0.03%+21113F-HR/ATimeline
Schorn Wealth LLC16,680$1.73M0.52%-99313F-HRTimeline
SageView Advisory Group, LLC16,550$1.71M0.06%+2,18913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,360$1.69M0.26%-1,41113F-HRTimeline
SIERRA OCEAN, LLC16,323$1.69M1.4%-34313F-HRTimeline
RCW Management, LLC16,218$1.68M1.7%13F-HRTimeline
Chicago Partners Investment Group LLC15,595$1.67M0.04%-18113F-HRTimeline
Garden State Investment Advisory Servic…16,061$1.66M0.4%-11,27613F-HRTimeline
Rollins Financial Advisors, LLC16,055$1.66M0.24%-55013F-HRTimeline
Advyzon Investment Management, LLC15,931$1.65M0.19%+3,42213F-HRTimeline
WOLFF WIESE MAGANA LLC15,857$1.64M0.9%+28413F-HRTimeline
Berger Financial Group, Inc15,719$1.63M0.09%-1,43013F-HRTimeline
Endowment Wealth Management, Inc.15,572$1.61M0.74%-21,51713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,370$1.59M0.03%-96413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC15,318$1.59M0.38%+94513F-HRTimeline
Main Street Financial Solutions, LLC15,140$1.57M0.12%-5513F-HRTimeline
M3 Advisory Group, LLC15,039$1.56M0.95%+52713F-HRTimeline
MADDEN SECURITIES Corp15,000$1.55M0.47%013F-HRTimeline
Peck Wealth Management, LLC14,644$1.52M1.43%-2,01913F-HRTimeline
Summit Wealth Partners, LLC14,368$1.49M0.27%-85313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,285$1.48M<0.01%+2,95213F-HRTimelineGroup
PKS Advisory Services, LLC14,263$1.48M0.34%-19213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,218$1.47M0.98%-40213F-HRTimeline
ARQ WEALTH ADVISORS, LLC14,162$1.47M0.4%+1,36213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC13,924$1.44M0.83%+513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,751$1.42M-11,283Timeline
RHODES INVESTMENT ADVISORS INC /ADV13,642$1.41M1.14%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,579$1.41M<0.01%013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.13,577$1.41M1.03%-1,19713F-HRTimeline
WEDBUSH SECURITIES INC13,556$1.4M0.04%-35713F-HRTimeline
HighPoint Advisor Group LLC13,550$1.4M0.03%new13F-HRTimeline
WCG Wealth Advisors LLC13,525$1.4M0.04%+1,56613F-HRTimeline
Pioneer Family Office, LLC13,475$1.4M0.94%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,323$1.38M<0.01%-64613F-HRTimelineGroup
Rothschild Wealth LLC13,244$1.37M0.13%-17413F-HR/ATimeline
UPTICK PARTNERS, LLC12,947$1.34M0.29%-14813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,796$1.33M0.19%-72813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,766$1.32M0.34%+1,72513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC12,362$1.31M0.03%013F-HRTimeline
Mendel Money Management12,635$1.31M0.55%-28213F-HRTimeline
Perennial Investment Advisors, LLC12,418$1.29M0.1%-1,32813F-HRTimeline
CRUX WEALTH ADVISORS12,366$1.28M0.48%-7,32813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,358$1.28M0.03%-154,71613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,317$1.28M0.06%+12,30913F-HRTimelineGroup
Marshall Financial Group, LLC12,146$1.26M0.24%-2,09113F-HRTimeline
PFG Investments, LLC12,018$1.24M0.06%+51613F-HRTimeline
Pekin Hardy Strauss, Inc.11,995$1.24M0.11%+1,15013F-HRTimeline
Balance Wealth Partners LLC11,830$1.23M0.39%+5,99513F-HRTimeline
J.W. COLE ADVISORS, INC.27,806$1.22M0.03%+1,44213F-HRTimeline
IEQ CAPITAL, LLC11,734$1.22M<0.01%-79613F-HRTimeline
COZAD ASSET MANAGEMENT INC11,718$1.21M0.09%-20013F-HRTimeline
HAZLETT, BURT & WATSON, INC.11,620$1.2M0.38%+1,11013F-HRTimeline
Soundwatch Capital LLC11,615$1.2M0.19%-22013F-HRTimeline
Cornerstone Financial Group, LLC /NE/11,544$1.2M0.83%-46613F-HRTimeline
PEAK FINANCIAL ADVISORS LLC11,427$1.18M0.53%013F-HRTimeline
AlphaStar Capital Management, LLC11,396$1.18M0.09%+74013F-HRTimeline
John W. Brooker & Co., CPAs11,377$1.18M2.11%-53113F-HRTimeline
SK Wealth Management, LLC11,156$1.17M0.33%-131,20513F-HRTimeline
WARNER FINANCIAL, INC11,305$1.17M0.41%+13213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,277$1.17M0.03%-2,25613F-HRTimelineGroup
Echo45 Advisors LLC11,276$1.17M0.67%new13F-HRTimeline
Heck Capital Advisors, LLC11,189$1.16M0.09%013F-HRTimeline
Bawa N Mallick Trust11,000$1.14M0.42%013F-HRTimeline
Rooted Wealth Advisors, Inc.10,728$1.13M0.32%-10,21313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,708$1.11M0.01%+2,32813F-HRTimelineGroup
Whipplewood Advisors, LLC10,672$1.11M0.71%-14513F-HRTimeline
Keystone Financial Group10,638$1.1M0.08%-3113F-HRTimeline
Principle Wealth Partners LLC10,363$1.07M0.06%+6913F-HRTimeline
Archford Capital Strategies, LLC10,277$1.06M0.12%-4913F-HRTimeline
Trademark Financial Management, LLC10,216$1.06M0.58%-39113F-HRTimeline
AdvisorNet Financial, Inc10,102$1.05M0.06%-25913F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,980$1.03M0.25%+1313F-HRTimeline
Castle Rock Wealth Management, LLC9,984$1.03M0.22%+2713F-HRTimeline
KPP Advisory Services LLC9,890$1.02M0.15%-46513F-HRTimeline
Parkway Wealth Management Group, LLC9,780$1.01M0.14%13F-HRTimeline
Root Financial Partners, LLC9,647$999K0.05%-113F-HRTimeline
HB Wealth Management, LLC9,427$976K0.01%-2,27813F-HRTimeline
PCG Wealth Advisors, LLC9,366$970K0.27%-9713F-HRTimeline
CALTON & ASSOCIATES, INC.9,233$956K0.14%-24013F-HRTimeline
Phraction Management LLC9,095$942K0.25%013F-HRTimeline
Smart Money Group LLC8,991$931K0.27%-58613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,906$922K<0.01%+8,30013F-HRTimelineGroup
Kaydan Wealth Management, Inc.8,808$912K0.26%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,696$901K0.15%-1,06813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8,686$900K0.6%+19513F-HRTimeline
MGB Wealth Management, LLC8,667$898K0.26%+6313F-HRTimeline
Caliber Wealth Management, LLC / KS8,656$896K0.1%-1,99413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,742$895K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC8,369$867K0.07%+4113F-HRTimeline
Ascension Capital Advisors, Inc.8,362$866K0.3%-1,83213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,327$862K0.4%-1,73213F-HRTimeline
FIRST COMMUNITY TRUST NA8,242$854K0.64%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,154$844K0.27%-22913F-HRTimeline
SWMG, LLC7,926$836K0.23%+10313F-HRTimeline
COFG Advisors, LLC8,040$833K0.21%13F-HRTimeline
Cornerstone Wealth Group, LLC8,002$829K0.06%+4513F-HRTimeline
Maridea Wealth Management LLC7,915$820K0.12%-1,05513F-HRTimeline
Oliver Luxxe Assets LLC7,830$811K0.12%-51613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,786$806K0.23%+85413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,747$802K<0.01%+75313F-HRTimeline
Samalin Investment Counsel, LLC7,742$802K0.28%+19713F-HRTimeline
Sovran Advisors, LLC7,419$799K0.07%-55113F-HRTimeline
SAX WEALTH ADVISORS, LLC7,661$793K0.04%+2213F-HRTimeline
ATX Financial Planning, LLC7,576$785K0.61%13F-HRTimeline
Valued Retirements, Inc.7,527$779K0.76%-13413F-HRTimeline
Larson Financial Group LLC7,482$775K0.03%-87413F-HRTimeline
Kovack Advisors, Inc.7,475$774K0.04%+2,16713F-HR/ATimeline
Kingsview Wealth Management, LLC7,455$772K0.01%+2,23913F-HRTimeline