Skip to content

MOAT VANECK ETF TRUST

Follow

MRNGSTR WDE MOAT (fund)

724 managers (733 13F filers) reported a position in MOAT shares at 2026-06-30, 65,501,927 shares in all. 46 filers opened a position and 39 filers sold out during the quarter.

Managers
724
13F filers
733
New
46
Added
171
Reduced
360
Sold out
39
Shares held by filers
65,501,927

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MIDLAND WEALTH ADVISORS, LLC2,036$212K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,036$212K0.01%-7013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,030$211K<0.01%new13F-HRTimelineGroup
Wolff Financial Management LLC2,029$211K0.04%new13F-HRTimeline
Landmark Wealth Management, LLC2,012$209K0.05%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,000$208K0.02%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,000$208K0.03%-12113F-HRTimeline
Kraft, Davis & Associates, LLC1,921$201K0.04%-1,66613F-HRTimeline
Granite Bay Wealth Management, LLC1,932$201K0.02%new13F-HRTimeline
Sloy Dahl & Holst, LLC1,925$200K0.02%new13F-HRTimeline
Cheviot Value Management, LLC1,900$198K0.02%+4913F-HRTimeline
MidFirst Bank1,862$194K0.01%013F-HRTimeline
IFG Advisory, LLC1,796$187K0.01%+1,70713F-HRTimeline
Elevated Capital Advisors, LLC1,666$173K0.05%-213F-HRTimeline
Key Financial Inc1,661$173K0.03%+3413F-HRTimeline
AMERIFLEX GROUP, INC.1,582$164K0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,520$158K<0.01%-30313F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,500$156K0.11%013F-HRTimeline
Hilton Head Capital Partners, LLC1,500$156K0.08%013F-HRTimeline
BARD ASSOCIATES INC1,472$153K0.03%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,400$146K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,371$143K<0.01%+813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,296$135K<0.01%-1,75013F-HRTimelineGroup
PITTENGER & ANDERSON INC1,200$125K<0.01%013F-HRTimeline
Avalon Trust Co1,100$114K0.01%-10013F-HRTimeline
Millstone Evans Group, LLC1,093$114K0.06%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,074$112K<0.01%+5413F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,039$108K0.02%13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC1,000$104K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC889$92.4K0.01%-12213F-HRTimeline
BAYBAN860$89.4K0.07%013F-HRTimeline
EPG Wealth Management LLC854$88.8K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC850$88.4K0.08%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors836$86.9K0.01%013F-HRTimelineGroup
Hoese & Co LLP833$86.6K0.06%-61513F-HRTimeline
Founders Financial Alliance, LLC832$86.5K0.01%013F-HRTimeline
Truvestments Capital LLC742$77.1K0.01%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC726$75.5K0.04%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.714$74.2K0.02%13F-HRTimeline
SIGNATUREFD, LLC700$72.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC679$70.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC667$69.3K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.644$67K0.01%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA629$65.4K<0.01%+18213F-HRTimelineGroup
Cape Investment Advisory, Inc.620$64.5K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC606$63K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC600$62.4K<0.01%013F-HRTimeline
Key Capital Management, INC596$62K0.03%+48413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd590$61.3K<0.01%-14013F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC542$56.3K0.02%new13F-HRTimeline
Continuum Advisory, LLC535$55.6K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc534$55.6K0.02%013F-HRTimeline
Hartford Financial Management Inc.513$53.3K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC500$52K<0.01%-25013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.494$51.4K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.481$50K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton458$47.6K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…444$46.2K<0.01%-23913F-HRTimelineGroup
GODSEY & GIBB, INC427$44.4K<0.01%-17413F-HRTimeline
Smartleaf Asset Management LLC405$42K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC402$42K0.01%013F-HRTimeline
Salomon & Ludwin, LLC398$41.9K<0.01%013F-HRTimeline
Quent Capital, LLC382$39.7K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC368$38.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp342$35.6K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC335$34.8K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …326$33.9K<0.01%-33413F-HRTimelineGroup
Dunhill Financial, LLC324$33.7K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC315$32.7K<0.01%013F-HRTimeline
Pflug Koory, LLC313$32.6K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.290$30.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC290$30.1K0.01%new13F-HRTimeline
Trust Co287$29.8K<0.01%+1513F-HRTimeline
Decker Retirement Planning Inc.283$29.4K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC282$29.3K0.02%013F-HRTimeline
TRUST CO OF VERMONT267$27.8K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC250$26K<0.01%013F-HRTimeline
GAMMA Investing LLC230$23.9K<0.01%013F-HRTimeline
Rossmore Private Capital225$23.4K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC222$23.1K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC213$22.1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$21.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC201$20.9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$20.8K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC196$20.4K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky196$20.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.196$20.3K<0.01%+19513F-HRTimelineGroup
Nemes Rush Group LLC188$19.5K<0.01%013F-HRTimeline
Glassman Wealth Services184$19.1K<0.01%013F-HRTimeline
Avion Wealth169$17K<0.01%013F-HRTimeline
Tower View Wealth Management LLC160$16.6K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.159$16.5K<0.01%+7513F-HRTimeline
Rossby Financial, LCC138$14.3K<0.01%013F-HRTimeline
Coastline Trust Co130$13.5K<0.01%+12413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC129$13.4K<0.01%013F-HRTimeline
Abound Wealth Management125$13K<0.01%013F-HRTimeline
Blue Trust, Inc.114$11.9K<0.01%-28413F-HRTimeline
Collier Financial106$11K0.01%-40113F-HRTimeline
Markowski Investments100$10.4K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$8.84K<0.01%013F-HRTimeline
Archer Investment Corp83$8.63K<0.01%013F-HR/ATimeline
Cornerstone National Bank & Trust Co77$8.1K<0.01%013F-HRTimeline
CX Institutional73$8K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP74$7.69K<0.01%-5513F-HRTimelineGroup
Keating Financial Advisory Services, In…69$7.17K<0.01%-33113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV75$7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC65$6.76K<0.01%013F-HRTimelineGroup
Gleason Group, Inc.50$5.2K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…45$4.68K<0.01%-4013F-HRTimeline
Signature Equity Partners, LLC43$4.47K<0.01%-5013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC41$4.21K<0.01%new13F-HRTimeline
Midway Capital Research & Management40$4.16K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC39$4.05K<0.01%013F-HRTimeline
HM PAYSON & CO33$3.43K<0.01%013F-HRTimeline
Crews Bank & Trust21$2.18K<0.01%+513F-HRTimeline
Greykasell Wealth Strategies, Inc.18$1.9K<0.01%013F-HRTimeline
BFSG, LLC16$1.66K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$1.37K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC12$1.25K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA5$520<0.01%013F-HRTimeline
Orion Capital Management LLC4$416<0.01%-1013F-HRTimeline
Basepoint Wealth LLC4$416<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1$150<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1$00%-2,80013F-HRTimelineGroupValue filed as zero, left out of ratios.