Skip to content
Disclosery

MOAT VANECK ETF TRUST

Follow

MRNGSTR WDE MOAT (fund)

720 managers (726 13F filers) reported a position in MOAT shares at 2026-03-31, 72,121,563 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
720
13F filers
726
New
52
Added
188
Reduced
337
Sold out
52
Shares held by filers
72,121,563

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Alchemi Wealth, LLC2,100$203K0.11%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,076$201K0.01%-1,03813F-HRTimelineGroup
Future Financial Wealth Managment LLC1,985$201K0.13%-69413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,057$199K0.01%+1,05313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,005$194K0.06%013F-HRTimeline
MidFirst Bank1,862$180K0.01%013F-HRTimeline
Cheviot Value Management, LLC1,851$179K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,823$176K<0.01%+1,04413F-HRTimelineGroup
Goodman Advisory Group, LLC1,726$167K0.04%+1,65913F-HRTimeline
Elevated Capital Advisors, LLC1,668$161K0.04%-1313F-HRTimeline
Key Financial Inc1,627$157K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.1,582$153K0.08%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,500$145K0.11%-70013F-HRTimeline
Hilton Head Capital Partners, LLC1,500$145K0.08%013F-HRTimeline
BARD ASSOCIATES INC1,472$142K0.04%+6513F-HRTimeline
Hoese & Co LLP1,448$140K0.1%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,400$135K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,363$132K<0.01%-18213F-HRTimeline
PITTENGER & ANDERSON INC1,200$116K<0.01%013F-HRTimeline
Avalon Trust Co1,200$116K0.01%new13F-HRTimeline
Scarborough Advisors, LLC1,195$116K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,094$106K0.02%013F-HRTimelineGroup
Millstone Evans Group, LLC1,093$106K0.06%013F-HRTimeline
First PREMIER Bank1,065$103K0.02%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,020$98.7K<0.01%13F-HRTimelineGroup
Crewe Advisors LLC1,011$97.8K0.01%-7513F-HRTimeline
Sound Income Strategies, LLC918$88.5K<0.01%+33913F-HRTimeline
BAYBAN860$83.2K0.07%-27713F-HRTimeline
EPG Wealth Management LLC854$82.6K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC850$82.2K0.07%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors836$80.8K0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC832$80.5K0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.829$80.2K0.05%+55913F-HRTimeline
Turtle Creek Wealth Advisors, LLC750$72.5K0.01%new13F-HRTimeline
Truvestments Capital LLC742$71.8K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd730$69.7K<0.01%+28013F-HRTimelineGroup
SIGNATUREFD, LLC700$67.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…683$66K<0.01%+38713F-HRTimelineGroup
REAP Financial Group, LLC679$65.7K0.01%-1,13013F-HRTimeline
ROTHSCHILD INVESTMENT LLC667$64.5K<0.01%-56713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …660$63.8K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC606$58.6K<0.01%-8,30013F-HRTimelineGroup
GODSEY & GIBB, INC601$58.1K0.01%+29713F-HRTimeline
Clearstead Advisors, LLC600$58K<0.01%-5013F-HRTimeline
Glass Jacobson Investment Advisors llc534$51.7K0.02%-2,41513F-HRTimeline
Hartford Financial Management Inc.513$49.6K0.01%013F-HRTimeline
Collier Financial507$49K0.04%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.494$47.8K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.481$46.5K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton458$44.3K0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA447$43.2K<0.01%013F-HRTimelineGroup
Addison Advisors LLC405$39.2K0.01%013F-HRTimeline
Centerpoint Advisors, LLC402$39K0.01%-4813F-HRTimeline
Keating Financial Advisory Services, In…400$38.7K0.01%new13F-HRTimeline
Blue Trust, Inc.398$38.5K<0.01%+18413F-HRTimeline
Salomon & Ludwin, LLC398$38.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC405$38.3K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC368$35.6K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp360$34.8K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp342$33.1K<0.01%-11,97513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC335$32.4K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC315$30.5K<0.01%013F-HRTimeline
Pflug Koory, LLC313$30.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.290$28K<0.01%+613F-HRTimeline
Decker Retirement Planning Inc.283$27.4K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC282$27.3K0.02%013F-HRTimeline
Trust Co272$26.3K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC262$25.3K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC250$24.2K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC238$22.9K0.02%-17213F-HRTimeline
GAMMA Investing LLC230$22.2K<0.01%013F-HRTimeline
Rossmore Private Capital225$21.8K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC213$20.6K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …212$20.5K<0.01%-6513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC209$20.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC201$19.5K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$19.3K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC196$19K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky196$19K<0.01%-3813F-HRTimeline
Nemes Rush Group LLC188$18.2K<0.01%-19213F-HRTimeline
Glassman Wealth Services184$17.8K<0.01%-50813F-HRTimeline
Intelligent Financial Strategies173$16.7K0.01%-5013F-HRTimeline
Avion Wealth169$16K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.162$15.7K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.150$14.5K0.01%013F-HRTimeline
Rossby Financial, LCC138$13.3K<0.01%013F-HRTimeline
Tidemark, LLC129$12.5K<0.01%new13F-HRTimeline
Abound Wealth Management125$12.1K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP129$12K<0.01%-2413F-HRTimelineGroup
Key Capital Management, INC112$10.8K0.01%-44813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100$10K<0.01%-4513F-HRTimelineGroup
Innovative Asset Advisors Group, LLC102$9.9K0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC94$9.09K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC93$8.99K<0.01%013F-HRTimeline
IFG Advisory, LLC89$8.61K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…85$8.22K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$8.22K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.84$8.12K<0.01%+3013F-HRTimeline
Archer Investment Corp83$8.03K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co77$7.43K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV75$7K<0.01%013F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC65$6.29K<0.01%new13F-HRTimelineGroup
POM Investment Strategies, LLC56$5.42K0.01%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC55$5.32K<0.01%13F-HRTimeline
Financial Freedom, LLC54$5.22K<0.01%new13F-HRTimeline
Gleason Group, Inc.50$4.83K<0.01%new13F-HRTimeline
Midway Capital Research & Management40$3.87K<0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC39$3.77K<0.01%new13F-HRTimeline
HM PAYSON & CO33$3.19K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC29$2.8K<0.01%new13F-HR/ATimeline
LM Advisors LLC265$2.74K0.05%+2213F-HRTimeline
Greykasell Wealth Strategies, Inc.18$1.76K<0.01%013F-HRTimeline
BFSG, LLC16$1.55K<0.01%-813F-HRTimeline
Crews Bank & Trust16$1.55K<0.01%013F-HRTimeline
Orion Capital Management LLC14$1.35K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$1.25K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd10$967<0.01%013F-HRTimelineGroup
Coastline Trust Co6$580<0.01%-13213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA5$484<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$99<0.01%013F-HRTimelineGroup