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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
MORGAN STANLEYin group MORGAN STANLEY8,835,865$819M0.06%+176,66313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,039,845$745M0.07%-79,63113F-HRTimelineGroup
LPL Financial LLC7,285,775$676M0.27%-591,94813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,420,559$503M0.19%13F-HR/ATimelineGroup
Mesirow Financial Investment Management…3,500,055$325M6.45%+858,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,714,039$252M0.06%+77,72413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,195,450$204M0.3%-33,24613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,017,717$187M0.05%-23,73913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,900,221$176M0.04%-19,42513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,217,717$113M0.47%+64,91713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,138,998$106M0.02%+30,14513F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,138,672$106M13.64%-8,27013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,100,938$102M3.84%+39,44713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…988,267$91.6M0.08%+21,72013F-HRTimelineGroup
Cambridge Investment Research Advisors,…928,301$86.1M0.29%+83,32813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management896,260$83.1M1.21%-118,88013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.869,839$80.7M0.51%+134,19313F-HRTimeline
Obermeyer Wealth Partners851,412$78.9M4.11%+30,53513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE845,027$78.3M11.13%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.824,952$76.5M0.17%+60,02013F-HR/ATimelineGroup
JNBA Financial Advisors820,432$76.1M7.77%+4,69313F-HRTimeline
HighTower Advisors, LLC772,967$71.7M0.1%+4,46113F-HRTimeline
Cetera Investment Advisers766,986$71.1M0.15%+18,60113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…717,267$67.2M0.13%-46,87813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP680,945$63.1M0.06%+260,62413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding668,036$61.9M+33,822Timeline
OneDigital Investment Advisors LLC666,851$61.8M0.72%-72,63313F-HRTimeline
Employees' Retirement Fund of the City …661,874$61.4M28.62%013F-HRTimeline
SFMG, LLC583,516$54.1M4.27%-23713F-HRTimeline
Apexium Financial, LP576,735$53.5M3.25%+19,38813F-HRTimeline
Verde Capital Management567,460$52.6M14.84%+1,53513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.557,736$51.7M15.08%+34,38913F-HRTimeline
TTP Investments, Inc.536,118$49.7M17.38%+13,62513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…533,907$49.5M0.09%-12,63013F-HR/ATimeline
Kelman-Lazarov, Inc.525,528$48.7M8.77%-22,46513F-HRTimeline
REGATTA CAPITAL GROUP, LLC524,562$48.6M9.43%+15,37313F-HRTimeline
Private Advisor Group, LLC524,467$48.6M0.27%-36,07213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP502,251$46.6M0.05%+43,58013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC497,594$46.1M9.58%+9,34313F-HRTimeline
CEERA INVESTMENTS, LLC488,039$45.3M15.54%+22,56513F-HRTimeline
First International Bank & Trust486,209$45.1M14.6%+18,98413F-HRTimeline
Tanager Wealth Management LLP478,593$44.4M5.76%+32,32713F-HRTimeline
Leelyn Smith, LLC463,291$43M7.65%+15,99913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC459,778$42.6M5.78%+4,25613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…407,723$37.8M0.53%-2,00413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…400,000$37M0.15%-28,90013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding390,396$36.2M+14,101Timeline
Harbor Group, Inc.381,873$35.4M7.96%+13,42313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp378,586$35.1M0.01%-206,13613F-HRTimelineGroup
Summit Asset Management, LLC367,160$34M5.98%+15,14013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH354,979$32.9M9.7%+7,61913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC344,539$31.9M0.07%+43213F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP342,045$31.7M2.95%+62113F-HRTimelineGroup
EP Wealth Advisors, LLC336,389$31.2M0.25%-11,51513F-HRTimeline
Geneos Wealth Management Inc.333,695$30.9M1.08%+28,20013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…332,704$30.9M1.26%+13,02113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.329,488$30.6M4.13%+12,82013F-HRTimeline
Smart Money Group LLC320,797$29.7M10.27%+6,71213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC306,674$28.4M9.98%-4,56613F-HRTimeline
Steward Partners Investment Advisory, L…305,871$28.4M0.25%-1,33813F-HRTimeline
Planned Solutions, Inc.292,121$27.1M11.08%-4,94813F-HRTimeline
Beaumont Financial Advisors, LLC273,979$25.4M1.91%-31,73013F-HRTimeline
Virtus Wealth Solutions LLC272,452$25.3M5.95%13F-HRTimeline
MinichMacGregor Wealth Management, LLC270,157$25.1M5.2%+7,96513F-HRTimeline
Beaumont Asset Management, L.L.C.269,598$25M14.48%-3,38213F-HRTimeline
MML INVESTORS SERVICES, LLC268,443$24.9M0.09%+17,49613F-HRTimeline
BARINGS LLCin group BARINGS LLC260,441$24.2M0.57%+140,11313F-HRTimelineGroup
Sanctuary Advisors, LLC250,703$24.1M0.15%-3913F-HRTimeline
Visionary Wealth Advisors259,230$24M1.41%-4,57913F-HRTimeline
Buttonwood Financial Advisors Inc.255,997$23.7M10.44%+12,11913F-HRTimeline
Janney Montgomery Scott LLC254,560$23.6M0.07%+8,98513F-HRTimeline
Berkshire Money Management, Inc.249,746$23.2M2.52%+1,89313F-HRTimeline
Activest Wealth Management249,052$23.1M6.46%+12,91813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC244,248$22.6M0.51%+12,50813F-HRTimelineGroup
Ethos Financial Group, LLC238,063$22.1M2.88%+19,45713F-HRTimeline
SK Wealth Management, LLC237,596$22M11.22%+10013F-HRTimeline
Creative Planningin group Creative Planning233,708$21.7M0.02%+81,70213F-HRTimelineGroup
DAVENPORT & Co LLC232,234$21.5M0.13%+8,90913F-HRTimeline
Foguth Wealth Management, LLC.224,264$21.5M5.63%+67,91613F-HRTimeline
Davidson Capital Management Inc.230,746$21.4M5.63%-1,52213F-HRTimeline
Sequoia Financial Advisors, LLC230,396$21.4M0.21%-141,63113F-HR/ATimeline
Prospera Financial Services Inc228,053$21.1M0.49%-2,97813F-HRTimeline
Apriem Advisors226,652$21M2.41%+29,65013F-HRTimeline
TAP Consulting, LLC221,704$20.6M4.2%-7,01113F-HRTimeline
Aspen Wealth Strategies, LLC218,397$20.3M12.95%-6,62113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC214,519$19.9M0.02%+11,03913F-HRTimelineGroup
Eagle Strategies LLC207,689$19.3M3.33%+16,48913F-HRTimeline
Sigma Planning Corp201,474$18.7M0.59%+2,86613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC203,183$18.5M4.06%+6,87813F-HRTimeline
Signal Advisors Wealth, LLC199,518$18.5M2.09%+44,57013F-HRTimeline
MAI Capital Management199,466$18.5M0.14%-4813F-HRTimeline
Harbour Trust & Investment Management Co188,549$17.5M1.99%+1,68113F-HRTimeline
Mariner, LLCin group Mariner, LLC182,936$17M0.03%+12,74313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …182,934$17M0.47%-10,26013F-HRTimelineGroup
Darrow Company, Inc.180,146$16.7M9.69%-5713F-HRTimeline
IFP Advisors, Inc178,415$16.5M0.54%+14,95413F-HRTimeline
New England Private Wealth Advisors LLC177,486$16.5M2.61%-48,85113F-HRTimeline
S.E.E.D. Planning Group LLC171,268$15.9M5.3%+23,54413F-HRTimeline
Philip James Wealth Mangement, LLC167,036$15.5M2%+3,76113F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding166,494$15.4M-597,656Timeline
JOURNEY STRATEGIC WEALTH LLC164,899$15.3M0.57%+21,30313F-HRTimeline
WealthPLAN Partners, LLC163,143$15.1M2.15%-6,14413F-HRTimeline
Richmond Investment Services, LLC161,838$15M8.42%13F-HRTimeline
Alpha Omega Group, Inc.159,617$14.8M17.44%+2,31413F-HRTimeline
Kathleen S. Wright Associates Inc.156,180$14.5M6.03%+11,90113F-HRTimeline
Atria Wealth Solutions, Inc.154,777$14.4M0.16%-14,13313F-HRTimeline
Federation des caisses Desjardins du Qu…152,503$14.1M0.07%+7,39213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …150,528$14M1.84%+75,49413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC150,054$13.9M3.47%+11,30613F-HRTimelineGroup
Etesian Wealth Advisors, Inc.145,778$13.5M5.98%+24,88013F-HRTimeline
Family Office Research LLC144,906$13.4M5.89%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …144,619$13.4M0.38%-319,55713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC142,259$13.2M1.35%+1,61313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,976$12.9M<0.01%-18,18513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC138,740$12.9M1.85%+2,25613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC137,283$12.7M0.42%+15,25413F-HRTimeline
Ruggaard & Associates LLC135,025$12.5M5.49%+1,63013F-HRTimeline
Robertson Stephens Wealth Management, L…133,677$12.4M0.44%-6,20413F-HRTimeline
Altus Wealth Group LLC133,328$12.4M5.47%-22,25913F-HRTimeline
Boyce & Associates Wealth Consulting, I…132,973$12.3M12.47%-2,41513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.132,315$12.3M0.02%-4,45313F-HRTimelineGroup
Fermata Advisors, LLC131,496$12.2M2.28%+20,18313F-HRTimeline
Graver Capital Management, LLC129,696$12M12.57%13F-HRTimeline
SIERRA OCEAN, LLC126,428$11.7M9.57%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …123,358$11.4M0.17%+5,14413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC122,465$11.4M0.69%-1,29713F-HRTimeline
Archford Capital Strategies, LLC121,783$11.3M1.71%-11,51313F-HRTimeline
Patton Albertson Miller Group, LLC119,574$11.1M1.48%-73,00613F-HRTimeline
Cornerstone Advisory, LLC120,943$11.1M1.26%+17,40813F-HRTimeline
Objectivity Squared, LLC118,806$10.8M7.53%+2,89113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP117,950$10.8M0.02%-80513F-HRTimelineGroup
James J. Burns & Company, LLC115,668$10.7M1.87%+9,42513F-HRTimeline
Plotkin Financial Advisors, LLC115,481$10.7M6.36%+1,19013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV115,061$10.7M3.39%-8,73013F-HRTimeline
Roundview Capital LLC112,862$10.5M0.73%-15613F-HRTimeline
Atria Investments, Inc111,881$10.4M0.13%-54,07413F-HRTimeline
Smith Anglin Financial, LLC111,690$10.4M0.97%-7,94213F-HRTimeline
US FINANCIAL ADVISORS, LLC111,362$10.3M3.18%+1,53013F-HRTimeline
NewEdge Advisors, LLC111,123$10.3M0.06%+1,24113F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc109,013$10.1M0.02%-23,05513F-HRTimelineGroup
Independent Advisor Alliance107,509$9.97M0.13%new13F-HRTimeline
Goldstone Financial Group, LLC105,494$9.78M1.53%+4,56713F-HRTimeline
Farther Finance Advisors, LLC105,343$9.77M0.35%+104,57613F-HRTimeline
Farrow Financial, Inc.104,591$9.67M6.28%-1,20313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC102,003$9.46M0.8%+3,40513F-HRTimeline
&PARTNERS100,411$9.3M0.11%+8,68213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.99,758$9.25M0.09%+6,93513F-HRTimelineGroup
EnRich Financial Partners LLC99,623$9.24M3.08%-2,93713F-HRTimeline
Unique Wealth Strategies, LLC98,683$9.15M4.02%-33013F-HRTimeline
Long Island Wealth Management, Inc.97,130$9.01M5.64%new13F-HRTimeline
Allen Capital Group, LLC95,941$8.9M1.09%-2,69213F-HRTimeline
Acorn Wealth Advisors, LLC94,558$8.77M3.62%+4,69513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.94,394$8.75M6.05%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC93,857$8.7M4.05%-5,70313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,798$8.7M0.01%-64,59013F-HRTimelineGroup
Allworth Financial LP90,412$8.63M0.05%-2,94913F-HRTimeline
PURSUE WEALTH PARTNERS LLC90,570$8.4M4.81%-4513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,323$8.28M0.02%-30,76913F-HRTimelineGroup
TPG Advisors LLC89,300$8.28M6.47%+69713F-HRTimeline
COMERICA BANK88,350$8.19M0.03%+19,79313F-HR/ATimeline
Boomfish Wealth Group, LLC88,109$8.17M4.96%+68513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.87,380$8.1M1.1%+3,64913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC86,160$7.99M2.07%+2,26313F-HR/ATimeline
Laurel Wealth Planning LLC85,999$7.97M5.14%-9,22913F-HRTimeline
Advisor Resource Council84,884$7.87M5.65%new13F-HRTimeline
Accredited Wealth Management, LLC84,076$7.8M6.82%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding83,166$7.71M-4,686Timeline
FWG Holdings, LLC80,969$7.66M3.67%+2,95313F-HRTimeline
Compass Advisory Group LLC81,550$7.56M2.71%new13F-HRTimeline
Perigon Wealth Management, LLC80,499$7.54M0.19%+10,03413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding79,543$7.38M-194,698Timeline
ASSETMARK, INCin group ASSETMARK, INC78,592$7.29M0.02%+74,12613F-HRTimelineGroup
Copley Financial Group, Inc.75,710$7.02M5.38%+31,80013F-HRTimeline
Betterment LLC75,622$7.01M0.02%+2,34813F-HRTimeline
Financial Advocates Investment Manageme…74,052$6.87M0.39%+1,42613F-HRTimeline
NorthCrest Asset Manangement, LLC73,773$6.84M0.2%+1,65713F-HR/ATimeline
IHT Wealth Management, LLC73,729$6.84M0.22%+2,20713F-HRTimeline
Sterling Investment Advisors, Ltd.73,405$6.81M1.65%+4,08013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding71,107$6.59M-1,304Timeline
Argent Trust Co70,809$6.57M0.27%-3,72513F-HRTimeline
WIMMER ASSOCIATES 1, LLC70,775$6.56M3.24%-1,33113F-HRTimeline
World Investment Advisors68,356$6.34M0.17%-19213F-HRTimeline
Snider Financial Group66,759$6.19M1.92%-9713F-HRTimeline
AVALON CAPITAL MANAGEMENT66,551$6.17M1.99%-2,09213F-HRTimeline
Ferguson Shapiro LLC66,479$6.16M2.28%+3,33713F-HRTimeline
LEGACY SOLUTIONS, LLC65,762$6.1M6.64%13F-HRTimeline
D.A. DAVIDSON & CO.65,406$6.06M0.05%+1,01913F-HRTimeline
Goodman Advisory Group, LLC65,066$6.03M1.78%-1,04713F-HRTimeline
Western Wealth Management, LLC63,626$5.9M0.38%-12,43413F-HR/ATimeline
Tacita Capital Inc63,190$5.86M4.18%-6,26113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding62,673$5.81M+36,684Timeline
WealthPlan Investment Management, LLC61,401$5.69M0.56%+3,24913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC61,306$5.68M1.05%+3,55813F-HRTimeline
CABOT WEALTH MANAGEMENT INC61,202$5.67M0.72%-1,19313F-HRTimeline
DHK Financial Advisors, Inc.61,016$5.66M3.43%+81613F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC60,928$5.65M2.51%13F-HRTimeline
AdvisorNet Financial, Inc60,646$5.62M0.47%+5,04413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC60,459$5.61M0.04%-2,70313F-HRTimelineGroup
Sugar Maple Asset Management, LLC58,623$5.44M4.14%+3,63013F-HRTimeline
White Knight Strategic Wealth Advisors,…58,160$5.39M2.26%+28,31413F-HRTimeline