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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
WMS Partners, LLC10,516$975K0.05%+7,59513F-HRTimeline
Phraction Management LLC10,345$959K0.34%013F-HRTimeline
MGB Wealth Management, LLC10,184$944K0.29%+2,92813F-HRTimeline
Root Financial Partners, LLC10,028$930K0.12%+38013F-HRTimeline
Ascension Capital Advisors, Inc.9,886$917K0.4%-71713F-HRTimeline
Nilsine Partners, LLC9,790$908K0.1%+21613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,436$875K0.33%+88813F-HRTimeline
Anchor Investment Management, LLC9,283$861K0.08%+3313F-HRTimeline
Belpointe Asset Management LLC8,920$850K0.05%-2,30413F-HRTimeline
ProVise Management Group, LLC9,060$840K0.07%-1,85513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …9,000$835K0.07%+6513F-HRTimeline
SCOTIA CAPITAL INC.8,944$830K<0.01%-3213F-HRTimeline
Keystone Financial Group8,869$822K0.08%+67413F-HRTimeline
Kaydan Wealth Management, Inc.8,808$817K0.27%013F-HRTimeline
Qube Research & Technologies Ltd8,719$808K<0.01%-27,71413F-HRTimeline
Legacy Private Trust Co.8,641$801K0.05%+69013F-HRTimeline
Larson Financial Group LLC8,617$799K0.04%-9,80213F-HRTimeline
Trilogy Capital Inc.8,531$791K0.04%+10413F-HRTimeline
Resurgent Financial Advisors LLC8,515$790K0.46%-87413F-HRTimeline
Kingsview Wealth Management, LLC8,497$788K0.02%+1,18313F-HRTimeline
Sovereign Financial Group, Inc.8,407$780K0.18%+24713F-HRTimeline
Beckerman Institutional, LLC8,404$779K0.62%+1913F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,307$770K0.29%+27813F-HRTimeline
FIRST COMMUNITY TRUST NA8,242$764K0.55%-1,73513F-HRTimeline
Autumn Glory Partners, LLC8,121$753K0.37%+21013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,048$746K0.06%+2813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,974$739K0.09%-62513F-HRTimeline
FSC Wealth Advisors, LLC7,958$738K0.48%+413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,925$735K0.21%-19613F-HRTimeline
Clarus Group, Inc.7,831$726K0.26%-1513F-HRTimeline
Valued Retirements, Inc.7,661$710K0.96%013F-HRTimeline
WealthBridge Capital Management, LLC7,321$679K0.19%-4613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7,091$658K0.5%+86413F-HRTimeline
Capasso Planning Partners LLC7,076$656K0.26%-2,79813F-HRTimeline
Accurate Wealth Management, LLC7,066$644K0.12%+16813F-HRTimeline
Randolph Co Inc6,909$641K0.07%-4413F-HRTimeline
Western Pacific Wealth Management, LP6,767$628K0.51%+1613F-HRTimeline
360 Financial, Inc.6,555$608K0.22%-4413F-HRTimeline
Princeton Global Asset Management LLC6,538$606K0.11%+1313F-HRTimeline
First Heartland Consultants, Inc.6,480$601K0.06%-3,05513F-HRTimeline
Parkside Financial Bank & Trust6,375$591K0.08%new13F-HRTimeline
Moors & Cabot, Inc.6,297$584K0.03%+2013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,278$582K0.02%13F-HRTimeline
Sound View Wealth Advisors Group, LLC6,259$580K0.05%+713F-HRTimeline
Financial Synergies Wealth Advisors, In…6,247$579K0.07%-9013F-HRTimeline
SYNOVUS FINANCIAL CORP6,229$578K0.01%-4,48113F-HRTimeline
First Horizon Advisors, Inc.6,217$577K0.02%-10413F-HRTimeline
Ausdal Financial Partners, Inc.6,205$575K0.05%+2,44413F-HRTimeline
Pekin Hardy Strauss, Inc.6,195$574K0.07%+65013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,187$574K0.01%+2,91413F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC6,148$570K0.15%-6213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV6,145$570K0.17%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,142$570K<0.01%-12,57313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,944$551K0.03%-1,74713F-HRTimeline
Southland Equity Partners LLC5,922$549K0.13%-1713F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,920$549K0.06%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,888$546K<0.01%+3,40513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC5,885$546K0.03%+7913F-HRTimeline
GWN SECURITIES INC.5,663$543K0.15%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,749$533K0.01%+33613F-HRTimeline
Perennial Investment Advisors, LLC5,728$531K0.06%+36413F-HRTimeline
BRIGHTON JONES LLC5,695$528K0.02%new13F-HR/ATimeline
Gotham Asset Management, LLC5,509$511K<0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.5,482$508K0.17%+2,48013F-HRTimeline
Vision Capital Management, Inc.5,453$506K0.07%-14313F-HRTimeline
Accelerate Investment Advisors LLC5,444$505K0.45%+1513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,442$505K<0.01%+37713F-HRTimelineGroup
Stillwater Wealth Management Group5,395$500K0.45%13F-HRTimeline
Dash Acquisitions Inc.5,172$496K0.11%013F-HRTimeline
New Insight Wealth Advisors5,290$491K0.25%013F-HRTimeline
Summit Financial, LLC5,277$489K0.02%new13F-HRTimeline
Kovack Advisors, Inc.5,260$488K0.05%-813F-HRTimeline
Quartz Partners, LLC5,237$486K0.3%-2,43013F-HRTimeline
Integrated Wealth Concepts LLC5,198$482K0.01%-9813F-HRTimeline
PFG Advisors5,198$482K0.03%+85913F-HRTimeline
Asset Dedication, LLC5,192$481K0.04%013F-HRTimeline
SWMG, LLC5,002$478K0.19%+2513F-HRTimeline
Fairscale Capital, LLC5,118$475K0.41%013F-HRTimeline
NFSG Corp5,102$473K0.12%-9513F-HRTimeline
DHJJ Financial Advisors, Ltd.5,075$471K0.18%-41913F-HRTimeline
QSV Equity Investors LLC5,003$464K0.45%-10013F-HRTimeline
PRIVATE TRUST CO NA4,956$460K0.05%-98113F-HRTimeline
Blossom Wealth Management4,937$458K0.88%+20913F-HRTimeline
Commonwealth Financial Services, LLC4,933$457K0.09%+34813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,866$451K0.03%-87813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,950$451K0.02%new13F-HRTimelineGroup
Peninsula Wealth, LLC4,837$449K0.08%-1,45413F-HRTimeline
Advisors Capital Management, LLC4,772$442K0.01%+77613F-HRTimeline
Merriman Wealth Management, LLC4,748$440K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.4,724$438K0.04%+33013F-HRTimeline
Intrua Financial, LLC4,693$435K0.07%-22713F-HRTimeline
CFO4Life Group, LLC4,685$434K0.08%+2813F-HRTimeline
BXM Wealth LLC4,684$434K0.61%13F-HRTimeline
Sageworth Trust Co of South Dakota4,679$434K0.55%013F-HRTimeline
Headlands Technologies LLC4,662$432K0.04%new13F-HRTimeline
Welch & Forbes LLC4,656$432K0.01%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,642$430K0.2%-1,11213F-HRTimeline
LANDAAS & CO /WI /ADV4,493$417K0.12%-1,20013F-HRTimeline
Family Capital Management, Inc.4,451$413K0.25%013F-HRTimeline
Colonial River Investments, LLC4,374$406K0.2%+8613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,280$397K<0.01%+17113F-HRTimeline
GatePass Capital, LLC4,264$395K0.43%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,238$393K0.16%+913F-HRTimeline
Atlas Brown,Inc.4,231$392K0.13%+7913F-HRTimeline
WORLD EQUITY GROUP, INC.4,194$389K0.08%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,174$387K<0.01%+64313F-HRTimelineGroup
IPG Investment Advisors LLC4,135$383K0.09%013F-HRTimeline
Legacy Financial Strategies, LLC4,111$379K0.08%013F-HRTimeline
Stiles Financial Services Inc4,060$376K0.14%013F-HRTimeline
Weaver Consulting Group4,023$373K0.11%013F-HRTimeline
Clarity Capital Partners LLC3,970$368K0.19%-13513F-HRTimeline
TOWNSQUARE CAPITAL LLC3,970$368K<0.01%-40713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,896$361K0.03%+14013F-HRTimeline
FIRST AMERICAN TRUST, FSB3,776$350K0.03%+29213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,776$350K0.03%-49213F-HRTimelineGroup
CoreCap Advisors, LLC3,769$349K0.02%+85313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,765$349K<0.01%-7,16613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,683$342K0.01%-113F-HRTimelineGroup
Gateway Wealth Partners, LLC3,657$339K0.09%+45513F-HRTimeline
BANK OF HAWAII3,634$337K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC3,607$334K0.01%new13F-HRTimeline
Bay Capital Advisors, LLC3,592$333K0.27%13F-HRTimeline
TD Capital Management LLC3,563$330K0.03%+10013F-HRTimeline
Savvy Advisors, Inc.3,522$327K0.04%new13F-HRTimeline
Madden Advisory Services, Inc.3,507$325K0.15%+3313F-HRTimeline
Thompson David Blair3,488$323K0.24%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,327$321K0.05%+313F-HRTimeline
Aventura Private Wealth, LLC3,426$318K0.17%13F-HRTimeline
Barnett & Company, Inc.3,393$315K0.21%+28813F-HRTimeline
Patriot Financial Group Insurance Agenc…3,386$314K0.04%-2,48713F-HRTimeline
Advisory Services Network, LLC3,382$314K0.01%+89913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,316$307K0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,301$306K<0.01%new13F-HRTimelineGroup
Westend Capital Management, LLC3,272$303K0.09%013F-HRTimeline
Ameliora Wealth Management Ltd.3,250$301K0.11%013F-HRTimeline
Prosperity Consulting Group, LLC3,243$301K0.02%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,279$300K0.11%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,223$299K0.01%+4713F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC3,137$291K0.22%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,123$290K0.16%+16713F-HRTimeline
HANCOCK WHITNEY CORP3,094$287K0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,075$285K0.07%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,036$282K0.06%-1,00013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,033$281K0.27%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,030$281K<0.01%new13F-HR/ATimeline
Emergent Wealth Advisors, LLC3,021$280K0.2%-2613F-HRTimeline
Regal Investment Advisors LLC2,977$276K0.02%+23613F-HRTimeline
Wolff Financial Management LLC2,918$271K0.08%+1213F-HRTimeline
MGO ONE SEVEN LLC2,920$271K0.01%-913F-HRTimeline
Fairhaven Wealth Management, LLC2,893$268K0.08%+3013F-HRTimeline
Red Mountain Financial, LLC2,892$268K0.29%+27513F-HRTimeline
Arkadios Wealth Advisors2,889$268K0.01%-5713F-HRTimeline
CapWealth Advisors, LLC2,867$266K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,861$265K0.09%+3513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
One Capital Management, LLC2,836$263K0.01%-12013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,834$263K<0.01%new13F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC2,809$260K0.07%+30613F-HRTimeline
Miller Investment Management, LP2,805$260K0.03%013F-HRTimeline
Piedmont Capital Management, LLC2,820$260K0.16%-1,06013F-HRTimeline
Merit Financial Group, LLC2,706$251K<0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,700$250K0.08%new13F-HRTimeline
Valmark Advisers, Inc.2,633$244K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,600$241K0.01%013F-HRTimeline
Sensible Money, LLC2,589$240K0.11%013F-HRTimeline
Clare Market Investments LLC2,578$239K0.06%+113F-HRTimeline
WADDELL & ASSOCIATES, LLC2,538$235K0.02%013F-HR/ATimeline
LPF Advisors LLC2,530$235K0.2%013F-HRTimeline
HUB Investment Partners, LLC2,522$234K0.01%013F-HRTimeline
WILLNER & HELLER, LLC2,496$231K0.2%+3313F-HRTimeline
Bell Bank2,491$231K0.02%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,484$230K0.1%+60913F-HRTimeline
Burt Wealth Advisors2,482$230K0.06%+613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,478$230K<0.01%-20013F-HRTimelineGroup
Snowden Capital Advisors LLC2,467$229K0.01%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,455$228K0.14%13F-HRTimeline
Turning Point Benefit Group, Inc.2,379$219K0.21%13F-HRTimeline
Portside Wealth Group, LLC2,363$219K0.04%013F-HR/ATimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,361$219K0.04%-5013F-HRTimeline
Financial Engines Advisors L.L.C.2,356$218K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,355$217K0.11%13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,314$215K0.15%+3113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,307$214K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC2,301$213K0.01%new13F-HRTimeline
Mirador Capital Partners LP2,286$212K0.04%-85213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,280$211K<0.01%013F-HRTimelineGroup
CULBERTSON A N & CO INC2,269$210K0.03%new13F-HRTimeline
Elevated Capital Advisors, LLC2,258$209K0.06%-4,41613F-HRTimeline
Texas Yale Capital Corp.2,250$209K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,247$208K<0.01%new13F-HRTimeline
DAVIS R M INC2,243$208K<0.01%new13F-HRTimeline
Key Financial Inc2,242$208K0.05%013F-HRTimeline
Saxony Capital Management, LLC2,240$208K0.18%+15313F-HRTimeline
MONECO ADVISORS, LLC2,235$207K0.02%+1713F-HR/ATimeline
Thomasville National Bank2,234$207K0.01%013F-HRTimeline
Traction Financial Partners, LLC2,223$206K0.16%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,220$206K0.09%-5,18813F-HRTimeline
BIP Wealth, LLC2,209$205K0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,181$202K0.1%-24113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,180$202K0.02%new13F-HR/ATimeline
HALL CAPITAL MANAGEMENT CO INC2,172$201K0.09%13F-HRTimeline