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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
Rakuten Investment Management, Inc.1,928$169K<0.01%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,901$167K<0.01%013F-HRTimelineGroup
Avion Wealth1,786$165K0.04%013F-HRTimeline
Cheviot Value Management, LLC1,851$160K0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,811$159K0.01%new13F-HRTimelineGroup
Ameliora Wealth Management Ltd.1,750$154K0.06%-1,50013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,337$118K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,283$113K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC1,200$106K<0.01%013F-HRTimeline
Crewe Advisors LLC1,182$104K0.01%-22413F-HRTimeline
Minot DeBlois Advisors LLC1,135$99.9K0.1%013F-HRTimeline
First PREMIER Bank1,065$94K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,042$91.7K0.01%-68613F-HRTimeline
GAMMA Investing LLC1,005$88.4K0.01%+23013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,001$88K<0.01%-2713F-HRTimelineGroup
Headlands Technologies LLC998$87.8K0.01%-3,66413F-HRTimeline
Wealth Preservation Advisors, LLC928$81.6K0.06%13F-HRTimeline
Financial Freedom, LLC889$78.2K0.04%013F-HRTimeline
EPG Wealth Management LLC850$74.8K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors836$73.6K0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC832$73.2K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.819$72.1K0.03%-8713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC805$70.8K<0.01%-10013F-HRTimelineGroup
Rise Advisors, LLC758$66.7K0.03%new13F-HRTimeline
Truvestments Capital LLC742$65.3K0.01%013F-HRTimeline
SIGNATUREFD, LLC700$61.6K<0.01%013F-HRTimeline
Glassman Wealth Services691$60.8K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …660$58K<0.01%013F-HRTimelineGroup
Arax Advisory Partners634$55.8K<0.01%+43213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC606$53.3K<0.01%013F-HR/ATimelineGroup
Clearstead Advisors, LLC600$52.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC599$52.7K0.01%+6813F-HRTimeline
Bellwether Advisors, LLC569$50.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC534$47K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC525$46.2K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC516$45K0.02%-10013F-HRTimeline
Rosenberg Matthew Hamilton508$44.7K0.01%new13F-HRTimeline
Fairman Group, LLC475$44K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.488$42.9K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…487$42.9K<0.01%+313F-HRTimelineGroup
Transce3nd, LLC476$41.9K0.02%+313F-HRTimeline
Cape Investment Advisory, Inc.469$41.3K0.02%-2913F-HRTimeline
NorthRock Partners, LLC462$40.7K<0.01%+38213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS453$39.9K<0.01%+36113F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$39.6K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC429$37.8K0.04%new13F-HRTimeline
Addison Advisors LLC405$35.6K0.01%013F-HRTimeline
Davidson Capital Management Inc.403$35.5K0.01%-230,34313F-HRTimeline
Salomon & Ludwin, LLC400$35.2K<0.01%013F-HRTimeline
Pinnacle Financial Partners Inc373$34.6K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA361$31.8K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank360$31.7K<0.01%013F-HRTimeline
Hartford Financial Management Inc.351$30.9K0.01%+7013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …333$29.3K0.01%13F-HRTimelineGroup
Kiker Wealth Management, LLC332$29.2K0.02%+5913F-HRTimeline
Plante Moran Financial Advisors, LLC322$28.3K<0.01%013F-HRTimeline
Pflug Koory, LLC309$27.2K0.02%013F-HRTimeline
GODSEY & GIBB, INC304$26.8K<0.01%013F-HRTimeline
Clearstead Trust, LLC301$26.5K0.01%-20013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…300$26.4K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC300$26.4K0.03%new13F-HRTimeline
Kentucky Trust Co300$26.4K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC300$26K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners292$25.7K<0.01%-11,44313F-HRTimelineGroup
N.E.W. Advisory Services LLC290$25.5K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …277$24.4K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.274$24.1K<0.01%+813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.270$23.8K0.02%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP241$21K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC234$20.6K0.01%013F-HRTimeline
BFSG, LLC225$19.8K<0.01%-13513F-HRTimeline
TSFG, LLC221$19K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$18.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC204$18K<0.01%013F-HR/ATimeline
Abound Wealth Management202$17.8K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$17.6K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT200$17.6K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$17.6K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC194$17K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC198$16.9K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC180$15.8K<0.01%-1,04013F-HRTimeline
Creekmur Asset Management LLC165$14.5K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC124$10.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$7.48K<0.01%013F-HRTimeline
Archer Investment Corp83$7.3K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co77$6.78K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC75$6.6K<0.01%-40,00113F-HRTimeline
Indiana Trust & Investment Management Co72$6.34K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.70$6.16K<0.01%+913F-HRTimeline
Inlight Wealth Management, LLC68$5.98K<0.01%new13F-HRTimeline
Pineridge Advisors LLC62$5.44K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.56$4.9K<0.01%013F-HRTimelineGroup
MCF Advisors LLC38$3.34K<0.01%013F-HRTimeline
New Millennium Group LLC31$2.73K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$1.8K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd10$880<0.01%013F-HR/ATimelineGroup
Coastline Trust Co6$528<0.01%-1,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REAP Financial Group, LLC5$440<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.