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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
BlackRock, Inc.in group BlackRock, Inc.2,160$200K<0.01%+91013F-HRTimelineGroup
FLP Wealth Management, LLC2,120$197K0.5%13F-HRTimeline
Parallel Advisors, LLC2,056$191K<0.01%+11313F-HRTimeline
Van Hulzen Asset Management, LLC1,956$181K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,901$176K<0.01%+1,20013F-HRTimelineGroup
Pathway Financial Advisers, LLC1,817$168K0.06%+113F-HRTimeline
Avion Wealth1,786$165K0.04%+1,62213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,728$160K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,500$143K0.01%013F-HRTimelineGroup
Coastline Trust Co1,506$140K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WINTRUST INVESTMENTS LLC1,471$136K0.12%013F-HRTimeline
Crewe Advisors LLC1,406$130K0.02%-72713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,337$124K<0.01%-82513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,283$119K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,220$113K0.02%+3013F-HRTimeline
PITTENGER & ANDERSON INC1,200$111K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC1,135$105K0.1%13F-HRTimeline
First PREMIER Bank1,065$99K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,028$95K<0.01%+22513F-HRTimelineGroup
Avior Wealth Management, LLC956$88.6K<0.01%+91513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.906$84K0.04%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC905$83.9K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC889$82.4K0.04%013F-HRTimeline
EPG Wealth Management LLC850$78.8K0.02%+513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors836$77.5K0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC832$77.2K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…832$77K0.03%new13F-HRTimeline
GAMMA Investing LLC775$71.9K0.01%new13F-HRTimeline
Truvestments Capital LLC742$68.8K0.02%+2013F-HRTimeline
SIGNATUREFD, LLC700$64.9K<0.01%013F-HRTimeline
Glassman Wealth Services691$64.1K0.01%+5713F-HRTimeline
Empowered Funds, LLC689$63.9K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …660$61K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC616$57K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC606$56.2K<0.01%013F-HR/ATimelineGroup
Clearstead Advisors, LLC600$55.6K<0.01%013F-HRTimeline
Bellwether Advisors, LLC569$52.8K0.01%new13F-HRTimeline
Sound Income Strategies, LLC534$49.5K<0.01%013F-HRTimeline
Continuum Advisory, LLC531$49.2K0.01%013F-HRTimeline
Clearstead Trust, LLC501$46.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.498$46.2K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.488$45.2K<0.01%+713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…484$44.9K<0.01%013F-HRTimelineGroup
Fairman Group, LLC475$44K0.04%013F-HRTimeline
Transce3nd, LLC473$43.9K0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$41.7K<0.01%013F-HRTimelineGroup
Hilltop National Bank450$41.7K0.01%013F-HRTimeline
Addison Advisors LLC405$37.6K0.01%013F-HRTimeline
Salomon & Ludwin, LLC400$37.1K<0.01%013F-HRTimeline
Pinnacle Financial Partners Inc373$36.2K<0.01%013F-HRTimeline
Sandy Spring Bank360$33.4K<0.01%013F-HRTimeline
BFSG, LLC360$33.4K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC322$29.9K<0.01%013F-HRTimeline
GeoWealth Management, LLC319$29.6K<0.01%-108,13413F-HRTimeline
Pflug Koory, LLC309$28.7K0.01%013F-HRTimeline
GODSEY & GIBB, INC304$28.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC300$28K<0.01%013F-HRTimelineGroup
Kentucky Trust Co300$27.8K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…300$27.8K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC286$26.5K<0.01%+4413F-HRTimeline
Hartford Financial Management Inc.281$26.1K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …277$25.7K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC273$25.3K0.02%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.270$25K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.266$24.7K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP241$22K<0.01%+11413F-HRTimelineGroup
Rialto Wealth Management, LLC234$21.7K0.01%13F-HRTimeline
TSFG, LLC221$20K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$19.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC204$18.9K<0.01%13F-HRTimeline
Arax Advisory Partners202$18.8K<0.01%+213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$18.5K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT200$18.5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$18.5K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC194$17.9K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC165$15.3K<0.01%013F-HRTimeline
LEE DANNER & BASS INC155$14.4K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC145$13.4K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC124$11.5K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…101$9.64K<0.01%-17813F-HRTimeline
Raleigh Capital Management Inc.101$9.4K<0.01%+113F-HRTimeline
Venturi Wealth Management, LLC96$8.95K<0.01%-82113F-HRTimeline
Bangor Savings Bank94$8.72K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS92$8.53K<0.01%-31813F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC88$8.16K<0.01%+2113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$7.88K<0.01%013F-HRTimeline
Archer Investment Corp83$7.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC80$7.42K<0.01%-1,09013F-HR/ATimeline
Cornerstone National Bank & Trust Co77$7.14K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC75$6.95K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.73$6.76K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co72$6.68K<0.01%013F-HRTimeline
Pineridge Advisors LLC62$5.73K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.61$5.66K<0.01%13F-HRTimeline
WHITTIER TRUST CO56$5.19K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.56$5.16K<0.01%-11313F-HRTimelineGroup
Richard W. Paul & Associates, LLC50$4.64K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.45$4.17K<0.01%new13F-HRTimeline
MCF Advisors LLC38$3.52K<0.01%013F-HRTimeline
New Millennium Group LLC31$2.87K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$1.9K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.14$1.3K<0.01%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC11$1.02K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd10$927<0.01%13F-HRTimelineGroup
LANARK FINANCIAL, INC.5$5260.05%-5,77413F-HRTimeline
REAP Financial Group, LLC5$464<0.01%013F-HRTimeline
Coston, McIsaac & Partners2$00%013F-HRTimelineValue filed as zero, left out of ratios.