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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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,637$848K0.3%+20113F-HRTimeline
Sovran Advisors, LLC10,403$844K0.11%-97613F-HRTimeline
Soundwatch Capital LLC9,574$842K0.38%-3,09813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,550$840K0.02%-1,01313F-HRTimeline
Larson Financial Group LLC9,374$825K0.04%+75713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …9,177$808K0.07%+17713F-HRTimeline
Sovereign Financial Group, Inc.9,130$803K0.19%+72313F-HRTimeline
Anchor Investment Management, LLC8,893$783K0.07%-39013F-HRTimeline
Kaydan Wealth Management, Inc.8,808$775K0.25%013F-HRTimeline
Sugar Maple Asset Management, LLC8,585$755K0.59%-50,03813F-HRTimeline
Cornerstone Wealth Group, LLC8,425$741K0.06%-47,07913F-HRTimeline
ORG Partners LLC8,375$734K0.18%new13F-HRTimeline
HB Wealth Management, LLC8,340$734K0.01%new13F-HRTimeline
MEMBERS WEALTH LLC8,316$732K0.55%-2,36713F-HRTimeline
TOWNSQUARE CAPITAL LLC8,274$728K0.01%+4,30413F-HRTimeline
FIRST COMMUNITY TRUST NA8,242$725K0.63%013F-HRTimeline
Trilogy Capital Inc.8,234$725K0.04%-29713F-HRTimeline
Autumn Glory Partners, LLC8,121$715K0.35%013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,048$708K0.05%013F-HRTimeline
TFR Capital, LLC.8,009$705K0.29%-21,11913F-HRTimeline
Resurgent Financial Advisors LLC7,931$698K0.42%-58413F-HRTimeline
ProVise Management Group, LLC7,776$684K0.06%-1,28413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7,774$684K0.52%+68313F-HRTimeline
WealthBridge Capital Management, LLC7,706$678K0.19%+38513F-HRTimeline
FSC Wealth Advisors, LLC7,703$678K0.44%-25513F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,697$677K0.21%-22813F-HRTimeline
Valued Retirements, Inc.7,661$674K0.89%013F-HRTimeline
Beckerman Institutional, LLC7,643$673K0.49%-76113F-HRTimeline
Legacy Private Trust Co.7,447$655K0.05%-1,19413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,093$624K0.01%+90613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD7,024$614K0.01%-3,78213F-HRTimelineGroup
Arete Wealth Advisors, LLC6,957$612K0.05%-7,90513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,939$611K0.08%-1,03513F-HRTimeline
Ausdal Financial Partners, Inc.6,800$598K0.05%+59513F-HRTimeline
Western Pacific Wealth Management, LP6,767$596K0.54%013F-HRTimeline
Lifeworks Advisors, LLC6,636$584K0.1%-17,58413F-HRTimeline
First Horizon Advisors, Inc.6,567$578K0.02%+35013F-HRTimeline
Moors & Cabot, Inc.6,547$576K0.03%+25013F-HRTimeline
Princeton Global Asset Management LLC6,463$569K0.11%-7513F-HRTimeline
Parkside Financial Bank & Trust6,375$561K0.07%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,241$549K0.16%+9313F-HRTimeline
Financial Synergies Wealth Advisors, In…6,175$543K0.07%-7213F-HRTimeline
LexAurum Advisors, LLC6,156$542K0.1%new13F-HRTimeline
SWMG, LLC6,320$538K0.21%+1,31813F-HRTimeline
Belpointe Asset Management LLC6,108$538K0.03%-2,81213F-HRTimeline
Glassy Mountain Advisors, Inc.6,053$533K0.19%+57113F-HRTimeline
Randolph Co Inc6,031$531K0.06%-87813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,005$528K<0.01%+56313F-HRTimelineGroup
360 Financial, Inc.5,995$528K0.19%-56013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,968$525K0.02%+4813F-HRTimeline
Balance Wealth Partners LLC5,896$519K0.34%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,896$519K0.03%-4813F-HRTimeline
First Heartland Consultants, Inc.5,844$514K0.05%-63613F-HRTimeline
SYNOVUS FINANCIAL CORP5,771$508K0.01%-45813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,737$505K0.14%-40813F-HRTimeline
Sound View Wealth Advisors Group, LLC5,679$500K0.04%-58013F-HRTimeline
LANARK FINANCIAL, INC.5,674$499K0.04%+5,66913F-HRTimeline
Anson Capital, Inc.5,602$493K0.42%-31,75613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,592$492K0.03%new13F-HRTimelineGroup
Gotham Asset Management, LLC5,509$485K<0.01%013F-HRTimeline
Dash Acquisitions Inc.5,329$484K0.11%+15713F-HRTimeline
Vision Capital Management, Inc.5,453$480K0.07%013F-HRTimeline
Stillwater Wealth Management Group5,435$478K0.41%+4013F-HRTimeline
Southland Equity Partners LLC5,373$473K0.11%-54913F-HRTimeline
New Insight Wealth Advisors5,290$466K0.21%013F-HRTimeline
Kingsview Wealth Management, LLC5,279$465K0.01%-3,21813F-HRTimeline
PFG Advisors5,223$460K0.03%+2513F-HRTimeline
Asset Dedication, LLC5,192$457K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,188$457K0.03%+32213F-HRTimeline
FAS Wealth Partners, Inc.5,075$447K0.04%+35113F-HRTimeline
Virtue Capital Management, LLC5,073$446K0.05%new13F-HRTimeline
BRIGHTON JONES LLC5,043$444K0.01%-65213F-HRTimeline
QSV Equity Investors LLC5,003$440K0.46%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,000$440K0.2%+35813F-HRTimeline
Smith Thornton Advisors LLC4,967$437K0.27%-8,55413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,965$437K<0.01%-92313F-HRTimeline
Kovack Advisors, Inc.4,916$433K0.05%-34413F-HRTimeline
TRUE Private Wealth Advisors4,893$431K0.05%-53,15413F-HRTimeline
Jaffetilchin Investment Partners, LLC4,871$429K0.03%+97513F-HRTimeline
Capasso Planning Partners LLC4,848$427K0.18%-2,22813F-HRTimeline
Keeler Thomas Management LLC4,847$427K0.21%-8,88013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,802$423K0.19%-89,05513F-HRTimeline
Advisors Capital Management, LLC4,772$420K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC4,769$420K0.09%-16413F-HRTimeline
Blossom Wealth Management4,766$419K0.84%-17113F-HRTimeline
Integrated Wealth Concepts LLC4,712$415K<0.01%-48613F-HRTimeline
CFO4Life Group, LLC4,685$412K0.07%013F-HRTimeline
Sageworth Trust Co of South Dakota4,679$412K0.49%013F-HRTimeline
Welch & Forbes LLC4,656$410K0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.5,094$400K0.37%+2,71513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,540$400K0.01%-1,20913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,533$399K0.01%-1,74513F-HRTimeline
LANDAAS & CO /WI /ADV4,493$395K0.11%013F-HRTimeline
Medallion Wealth Advisors, LLC4,483$393K0.18%+2,12813F-HRTimeline
Intrua Financial, LLC4,452$392K0.06%-24113F-HRTimeline
Family Capital Management, Inc.4,451$392K0.24%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,438$391K<0.01%+2,15813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4,376$385K0.16%-69913F-HRTimeline
HBK Sorce Advisory LLC4,314$380K0.01%new13F-HRTimeline
Atlas Brown,Inc.4,297$378K0.13%+6613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,280$377K<0.01%013F-HRTimeline
Accelerate Investment Advisors LLC4,273$376K0.31%-1,17113F-HRTimeline
Prime Capital Investment Advisors, LLC4,256$375K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,222$372K<0.01%+4813F-HR/ATimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.4,207$370K0.2%+1,17413F-HRTimeline
IPG Investment Advisors LLC4,135$364K0.08%013F-HRTimeline
PRIVATE TRUST CO NA4,125$363K0.04%-83113F-HRTimeline
Legacy Financial Strategies, LLC4,111$362K0.08%013F-HRTimeline
Weaver Consulting Group4,077$359K0.11%+5413F-HRTimeline
Stiles Financial Services Inc4,060$357K0.14%013F-HRTimeline
Arkadios Wealth Advisors4,039$355K0.01%+1,15013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,943$347K0.09%+86813F-HRTimeline
Qube Research & Technologies Ltd3,788$333K<0.01%-4,93113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,776$332K0.03%013F-HRTimelineGroup
Bell Bank3,760$331K0.02%+1,26913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,724$328K0.01%+4113F-HRTimelineGroup
GatePass Capital, LLC3,718$327K0.24%-54613F-HRTimeline
NFSG Corp3,702$326K0.08%-1,40013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,653$321K0.04%+26713F-HRTimeline
BANK OF HAWAII3,634$320K0.02%013F-HRTimeline
Fairscale Capital, LLC3,566$314K0.28%-1,55213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,901$312K0.13%-33713F-HRTimeline
Madden Advisory Services, Inc.3,511$309K0.14%+413F-HRTimeline
Clarity Capital Partners LLC3,470$305K0.12%-50013F-HRTimeline
Aventura Private Wealth, LLC3,426$301K0.16%013F-HRTimeline
Redhawk Wealth Advisors, Inc.3,425$301K0.04%-326,06313F-HRTimeline
FIRST AMERICAN TRUST, FSB3,399$299K0.03%-37713F-HRTimeline
Regal Investment Advisors LLC3,383$298K0.02%+40613F-HRTimeline
Barnett & Company, Inc.3,360$296K0.25%-3313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,327$293K0.05%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,316$292K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,402$291K0.02%-1,54813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,301$290K<0.01%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC3,300$290K0.07%new13F-HRTimeline
SFE Investment Counsel3,287$289K0.06%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,279$289K0.11%013F-HRTimeline
Gateway Wealth Partners, LLC3,279$289K0.06%-37813F-HRTimeline
Westend Capital Management, LLC3,277$288K0.11%+513F-HRTimeline
Future Financial Wealth Managment LLC3,219$283K0.21%-40,84113F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,188$281K<0.01%new13F-HRTimeline
Schechter Investment Advisors, LLC3,175$279K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,128$275K<0.01%+88113F-HRTimeline
Bay Capital Advisors, LLC3,107$273K0.23%-48513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,078$271K0.01%-14513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …3,086$270K0.02%+90613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,036$267K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,030$267K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,861$265K0.09%013F-HRTimeline
MGO ONE SEVEN LLC2,996$264K0.01%+7613F-HRTimeline
True North Advisors, LLC2,994$263K0.05%new13F-HRTimeline
Wolff Financial Management LLC2,918$257K0.07%013F-HRTimeline
Emergent Wealth Advisors, LLC2,918$257K0.19%-10313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,909$256K<0.01%+7513F-HRTimelineGroup
Red Mountain Financial, LLC2,892$254K0.31%013F-HRTimeline
TD Capital Management LLC2,891$254K0.03%-67213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,880$253K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC2,879$253K0.01%+4313F-HRTimeline
Sowell Financial Services LLC2,842$250K0.01%new13F-HRTimeline
Clarus Group, Inc.2,814$248K0.1%-5,01713F-HRTimeline
CoreCap Advisors, LLC2,809$247K0.01%-96013F-HRTimeline
CapWealth Advisors, LLC2,785$245K0.03%-8213F-HRTimeline
Glen Eagle Advisors, LLC2,778$244K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC2,760$243K0.01%+29313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,745$242K0.12%-37813F-HRTimeline
CULBERTSON A N & CO INC2,701$238K0.04%+43213F-HRTimeline
LaSalle St. Investment Advisors, LLC2,700$237K0.06%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,686$236K0.06%new13F-HRTimelineGroup
Savvy Advisors, Inc.2,659$234K0.02%-86313F-HRTimeline
Merit Financial Group, LLC2,630$231K<0.01%-7613F-HRTimeline
Valmark Advisers, Inc.2,623$231K<0.01%-1013F-HRTimeline
DAVIS R M INC2,620$231K<0.01%+37713F-HRTimeline
MONECO ADVISORS, LLC2,618$230K0.02%+38313F-HR/ATimeline
Ashton Thomas Private Wealth, LLC2,600$229K0.01%013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,597$229K0.03%+5913F-HR/ATimeline
Sensible Money, LLC2,589$228K0.1%013F-HRTimeline
Advisory Services Network, LLC2,586$228K<0.01%-79613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC2,582$227K0.16%-55513F-HRTimeline
Prosperity Consulting Group, LLC2,581$227K0.02%-66213F-HRTimeline
Venture Visionary Partners LLC2,532$223K0.01%new13F-HRTimeline
LPF Advisors LLC2,530$223K0.18%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,521$222K<0.01%new13F-HRTimelineGroup
Clare Market Investments LLC2,513$221K0.06%-6513F-HRTimeline
HUB Investment Partners, LLC2,497$220K0.01%-2513F-HRTimeline
WILLNER & HELLER, LLC2,496$220K0.2%013F-HRTimeline
Insight Advisors, LLC/ PA2,486$219K0.04%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,484$219K0.09%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,478$218K<0.01%013F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc2,455$216K0.14%013F-HRTimeline
Piedmont Capital Management, LLC2,820$216K0.15%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,430$214K<0.01%+27013F-HRTimelineGroup
Auxano Advisors, LLC2,423$213K0.06%new13F-HRTimeline
Portside Wealth Group, LLC2,363$208K0.03%013F-HR/ATimeline
Financial Engines Advisors L.L.C.2,356$207K<0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC2,346$206K0.1%new13F-HRTimeline
Saxony Capital Management, LLC2,321$204K0.18%+8113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,314$204K0.17%013F-HRTimeline
IFG Advisory, LLC2,301$203K0.01%013F-HRTimeline
Mirador Capital Partners LP2,286$201K0.04%013F-HRTimeline
Key Financial Inc2,242$197K0.04%013F-HRTimeline
Parallel Advisors, LLC1,947$171K<0.01%-10913F-HRTimeline