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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
MORGAN STANLEYin group MORGAN STANLEY7,832,092$689M0.05%-1,003,77313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,226,397$636M0.06%-813,44813F-HRTimelineGroup
LPL Financial LLC6,986,164$615M0.24%-299,61113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,505,113$396M0.15%-915,44613F-HRTimelineGroup
Mesirow Financial Investment Management…2,746,441$242M4.68%-753,61413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,576,697$227M0.05%-137,34213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,109,212$186M0.26%-86,23813F-HRTimeline
Boulay Financial Advisors, LLC1,809,509$159M53.2%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,462,604$129M0.03%-555,11313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,122,232$98.8M0.39%-95,48513F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,114,653$98.1M14.11%-24,01913F-HRTimeline
UBS Group AGin group UBS Group AG1,101,669$96.9M0.02%-798,55213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,067,908$94M3.83%-33,03013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,004,659$88.4M0.02%-134,33913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…912,501$80.3M0.07%-75,76613F-HRTimelineGroup
Obermeyer Wealth Partners881,212$77.5M4.14%+29,80013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP882,771$77.4M0.07%+201,82613F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management876,551$77.1M1.11%-19,70913F-HRTimelineGroup
SOUTHERN FARM BUREAU LIFE INSURANCE845,027$74.3M10.91%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.818,048$72M0.44%-51,79113F-HRTimeline
Cetera Investment Advisers806,650$71M0.14%+39,66413F-HRTimeline
Cambridge Investment Research Advisors,…805,108$70.8M0.24%-123,19313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding721,069$63.5M+53,033Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.715,005$62.9M0.14%-109,94713F-HRTimelineGroup
Geneos Wealth Management Inc.671,487$59.1M0.86%+337,79213F-HRTimeline
Employees' Retirement Fund of the City …661,874$58.2M28.68%013F-HRTimeline
JNBA Financial Advisors649,504$57.2M5.93%-170,92813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.618,823$54.5M15.27%+61,08713F-HRTimeline
HighTower Advisors, LLC617,241$54.3M0.07%-155,72613F-HRTimeline
SFMG, LLC603,594$53.1M4.19%+20,07813F-HRTimeline
OneDigital Investment Advisors LLC603,279$53.1M0.63%-63,57213F-HRTimeline
Apexium Financial, LP578,126$50.9M3.03%+1,39113F-HRTimeline
Verde Capital Management559,452$49.2M14.01%-8,00813F-HRTimeline
Kelman-Lazarov, Inc.537,081$47.3M8.58%+11,55313F-HRTimeline
REGATTA CAPITAL GROUP, LLC534,212$47M9.1%+9,65013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…532,833$46.9M0.09%-1,07413F-HRTimeline
CEERA INVESTMENTS, LLC523,361$46.1M15.86%+35,32213F-HRTimeline
First International Bank & Trust508,006$44.7M14.14%+21,79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP502,225$44.2M0.05%-2613F-HRTimelineGroup
Tanager Wealth Management LLP495,849$43.6M5.68%+17,25613F-HRTimeline
Leelyn Smith, LLC488,447$43M7.64%+25,15613F-HRTimeline
Private Advisor Group, LLC475,505$41.8M0.25%-48,96213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC453,732$39.9M5.43%-6,04613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC502,966$39.5M8.89%+5,37213F-HRTimeline
TTP Investments, Inc.432,220$38M16.03%-103,89813F-HRTimeline
Harbor Group, Inc.409,473$36M7.2%+27,60013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…398,583$35.1M0.51%-9,14013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding395,946$34.8M+5,550Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…384,000$33.7M0.14%-16,00013F-HRTimelineGroup
Summit Asset Management, LLC372,994$32.8M5.68%+5,83413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH366,627$32.3M9.77%+11,64813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…351,777$31M1.27%+19,07313F-HRTimelineGroup
Apriem Advisors349,681$30.8M3.61%+123,02913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC339,624$29.9M0.06%-4,91513F-HRTimelineGroup
Foguth Wealth Management, LLC.304,581$26.8M6.5%+80,31713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC299,334$26.3M0.59%+55,08613F-HRTimelineGroup
Planned Solutions, Inc.299,076$26.3M10.8%+6,95513F-HRTimeline
Steward Partners Investment Advisory, L…298,284$26.2M0.23%-7,58713F-HRTimeline
Signal Advisors Wealth, LLC287,923$25.3M2.48%+88,40513F-HRTimeline
Visionary Wealth Advisors277,128$24.4M1.46%+17,89813F-HRTimeline
Buttonwood Financial Advisors Inc.273,332$24.1M10.57%+17,33513F-HRTimeline
Beaumont Financial Advisors, LLC269,130$23.7M1.86%-4,84913F-HRTimeline
Virtus Wealth Solutions LLC268,259$23.6M7.16%-4,19313F-HRTimeline
EP Wealth Advisors, LLC263,765$23.2M0.19%-72,62413F-HRTimeline
Summit Financial, LLC259,028$22.8M0.64%+253,75113F-HRTimeline
MML INVESTORS SERVICES, LLC257,142$22.6M0.08%-11,30113F-HRTimeline
Berkshire Money Management, Inc.253,995$22.4M2.51%+4,24913F-HRTimeline
Sanctuary Advisors, LLC251,521$22.1M0.16%+81813F-HRTimeline
Ethos Financial Group, LLC238,063$22.1M2.11%013F-HRTimeline
Beaumont Asset Management, L.L.C.249,495$22M13.26%-20,10313F-HRTimeline
Creative Planningin group Creative Planning245,555$21.6M0.02%+11,84713F-HRTimelineGroup
Activest Wealth Management233,225$20.5M5.5%-15,82713F-HRTimeline
Sequoia Financial Advisors, LLC224,915$19.8M0.15%-5,48113F-HRTimeline
Dynamic Advisor Solutions LLC224,137$19.7M0.65%new13F-HRTimeline
Prospera Financial Services Inc223,898$19.7M0.45%-4,15513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC221,527$19.5M0.01%+7,00813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp208,325$18.3M<0.01%-170,26113F-HRTimelineGroup
MAI Capital Management204,183$18M0.14%+4,71713F-HRTimeline
DAVENPORT & Co LLC202,506$17.8M0.11%-29,72813F-HRTimeline
Harbour Trust & Investment Management Co193,646$17M2.06%+5,09713F-HRTimeline
SK Wealth Management, LLC209,485$16.8M9.01%-28,11113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …190,484$16.8M0.45%+7,55013F-HRTimelineGroup
Aspen Wealth Strategies, LLC190,236$16.7M10.97%-28,16113F-HRTimeline
MinichMacGregor Wealth Management, LLC186,455$16.4M3.68%-83,70213F-HRTimeline
Sigma Planning Corp185,920$16.4M0.52%-15,55413F-HRTimeline
Altus Wealth Group LLC185,025$16.3M7.62%+51,69713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC198,410$15.9M3.45%-4,77313F-HRTimeline
Mariner, LLCin group Mariner, LLC178,555$15.7M0.03%-4,38113F-HRTimelineGroup
New England Private Wealth Advisors LLC173,397$15.3M2.36%-4,08913F-HRTimeline
IFP Advisors, Inc172,694$15.2M0.47%-5,72113F-HRTimeline
Richmond Investment Services, LLC169,743$14.9M8.11%+7,90513F-HRTimeline
Philip James Wealth Mangement, LLC166,987$14.7M1.79%-4913F-HRTimeline
HBW ADVISORY SERVICES LLC166,985$14.7M2.09%+24,72613F-HRTimeline
WealthPLAN Partners, LLC164,281$14.5M2.04%+1,13813F-HRTimeline
Etesian Wealth Advisors, Inc.162,205$14.3M6.15%+16,42713F-HRTimeline
NewEdge Advisors, LLC161,279$14.2M0.08%+50,15613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC160,358$14.1M0.49%-4,54113F-HRTimeline
Kathleen S. Wright Associates Inc.159,960$14.1M5.82%+3,78013F-HRTimeline
Empowered Funds, LLC154,405$13.6M0.19%+153,71613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…136,019$13.3M0.03%-581,24813F-HR/ATimelineGroup
Graver Capital Management, LLC150,374$13.2M13.49%+20,67813F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC144,992$13.2M5.14%-161,68213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,517$13M<0.01%+8,54113F-HRTimelineGroup
S.E.E.D. Planning Group LLC147,027$12.9M4.36%-24,24113F-HRTimeline
Family Office Research LLC147,004$12.9M6.3%+2,09813F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding146,722$12.9M-19,772Timeline
James J. Burns & Company, LLC144,348$12.7M2.28%+28,68013F-HRTimeline
Fermata Advisors, LLC137,940$12.1M2.2%+6,44413F-HRTimeline
Onyx Bridge Wealth Group LLC136,937$12.1M1.73%-1,80313F-HRTimeline
Atria Wealth Solutions, Inc.135,475$11.9M0.14%-19,30213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.134,442$11.8M0.02%+2,12713F-HRTimelineGroup
SIERRA OCEAN, LLC134,297$11.8M9.33%+7,86913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC134,208$11.8M0.41%-3,07513F-HRTimeline
Ruggaard & Associates LLC133,138$11.7M5.13%-1,88713F-HRTimeline
Boyce & Associates Wealth Consulting, I…132,196$11.6M11.63%-77713F-HRTimeline
Robertson Stephens Wealth Management, L…131,090$11.5M0.43%-2,58713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …127,442$11.2M0.17%+4,08413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC125,545$11M2.82%-24,50913F-HRTimelineGroup
Joseph Group Capital Management125,342$11M4.22%new13F-HRTimeline
Eagle Strategies LLC123,440$10.9M1.89%-84,24913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,955$10.6M0.03%+30,63213F-HRTimelineGroup
Goldstone Financial Group, LLC117,569$10.3M1.57%+12,07513F-HRTimeline
Plotkin Financial Advisors, LLC117,560$10.3M6.36%+2,07913F-HRTimeline
Objectivity Squared, LLC122,930$10M8.42%+4,12413F-HRTimeline
US FINANCIAL ADVISORS, LLC111,627$9.82M2.9%+26513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,583$9.64M0.09%+9,82513F-HRTimelineGroup
Long Island Wealth Management, Inc.108,992$9.59M5.84%+11,86213F-HRTimeline
Elevation Capital Advisory, LLC108,536$9.55M4.17%+94,62713F-HRTimeline
Farrow Financial, Inc.105,529$9.29M6.25%+93813F-HRTimeline
Atria Investments, Inc104,018$9.15M0.12%-7,86313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC103,499$9.11M0.8%+1,49613F-HRTimeline
Patton Albertson Miller Group, LLC103,278$9.09M1.35%-16,29613F-HR/ATimeline
Janney Montgomery Scott LLC102,700$9.04M0.03%-151,86013F-HRTimeline
Roundview Capital LLC100,124$8.81M0.64%-12,73813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP99,038$8.72M0.01%-18,91213F-HRTimelineGroup
Unique Wealth Strategies, LLC97,789$8.61M3.91%-89413F-HRTimeline
&PARTNERS98,377$8.52M0.09%-2,03413F-HRTimeline
Acorn Wealth Advisors, LLC95,893$8.44M3.51%+1,33513F-HRTimeline
EnRich Financial Partners LLC95,428$8.4M2.82%-4,19513F-HRTimeline
CW Advisors, LLC95,094$8.37M0.1%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.94,607$8.33M5.66%+21313F-HRTimeline
Cornerstone Advisory, LLC95,543$8.19M0.96%-25,40013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC92,662$8.15M2.22%+6,50213F-HRTimeline
Farther Finance Advisors, LLC91,478$8.02M0.2%-13,86513F-HRTimeline
PURSUE WEALTH PARTNERS LLC90,465$7.96M4.85%-10513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.90,288$7.95M1.08%+2,90813F-HRTimeline
TPG Advisors LLC88,183$7.76M6.12%-1,11713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP88,100$7.75M0.02%+64,20013F-HRTimelineGroup
Perigon Wealth Management, LLC87,993$7.74M0.2%+7,49413F-HRTimeline
Compass Advisory Group LLC86,552$7.62M2.65%+5,00213F-HRTimeline
Darrow Company, Inc.86,143$7.58M4.23%-94,00313F-HRTimeline
Accredited Wealth Management, LLC85,748$7.55M6.37%+1,67213F-HRTimeline
Boomfish Wealth Group, LLC83,977$7.39M4.8%-4,13213F-HRTimeline
Smith Anglin Financial, LLC82,461$7.26M0.77%-29,22913F-HRTimeline
AlphaCore Capital LLC81,800$7.2M0.61%new13F-HRTimeline
Allworth Financial LP83,954$7.14M0.04%-6,45813F-HRTimeline
NorthCrest Asset Manangement, LLC80,874$7.12M0.22%+7,10113F-HRTimeline
COMERICA BANK80,318$7.07M0.03%-8,03213F-HRTimeline
FWG Holdings, LLC82,123$7.03M3.46%+1,15413F-HRTimeline
Financial Advocates Investment Manageme…79,422$6.99M0.49%+5,37013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding78,737$6.93M-4,429Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP78,364$6.9M0.01%-15,43413F-HRTimelineGroup
Betterment LLC78,082$6.87M0.02%+2,46013F-HRTimeline
Copley Financial Group, Inc.76,507$6.73M5.15%+79713F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP76,046$6.69M0.64%-265,99913F-HRTimelineGroup
Allen Capital Group, LLC72,719$6.4M0.73%-23,22213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70,868$6.24M0.02%-7,72413F-HRTimelineGroup
Laurel Wealth Planning LLC70,793$6.23M4.14%-15,20613F-HRTimeline
Argent Trust Co70,724$6.22M0.26%-8513F-HRTimeline
Ferguson Shapiro LLC69,818$6.14M2.29%+3,33913F-HRTimeline
D.A. DAVIDSON & CO.68,818$6.06M0.05%+3,41213F-HRTimeline
IHT Wealth Management, LLC68,226$6M0.19%-5,50313F-HRTimeline
Snider Financial Group67,692$5.96M1.94%+93313F-HRTimeline
WIMMER ASSOCIATES 1, LLC64,413$5.85M3.09%-6,36213F-HRTimeline
VestGen Advisors, LLC65,990$5.81M0.26%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC65,489$5.76M0.73%+4,28713F-HRTimeline
Sterling Investment Advisors, Ltd.65,310$5.75M1.38%-8,09513F-HRTimeline
WealthPlan Investment Management, LLC64,562$5.68M0.56%+3,16113F-HRTimeline
Western Wealth Management, LLC63,523$5.59M0.37%-10313F-HRTimeline
Goodman Advisory Group, LLC63,219$5.56M1.7%-1,84713F-HR/ATimeline
LEGACY SOLUTIONS, LLC62,873$5.53M6.09%-2,88913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC62,652$5.51M3.13%+1,72413F-HRTimeline
Gladstone Institutional Advisory LLC62,005$5.46M0.25%+5,92413F-HRTimeline
AdvisorNet Financial, Inc61,953$5.45M0.41%+1,30713F-HRTimeline
Tacita Capital Inc61,552$5.42M3.9%-1,63813F-HRTimeline
BOSTON FAMILY OFFICE LLC60,823$5.35M0.38%+12,74913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC60,443$5.32M0.98%-86313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …60,007$5.28M0.7%-90,52113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,393$5.23M-20,150Timeline
Tranquility Partners, LLC57,869$5.09M1.97%+22613F-HRTimeline
Midwest Financial Group LLC56,874$5M2.91%+1,38313F-HRTimeline
Mengis Capital Management, Inc.56,815$5M1.04%+31713F-HRTimeline
Lunt Capital Management, Inc.56,358$4.96M1.8%+2,34113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC55,796$4.91M0.03%-4,66313F-HRTimelineGroup
Fortune Financial Advisors, LLC55,390$4.87M4.2%+2,12113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC54,720$4.82M0.3%-67,74513F-HRTimeline
John W. Brooker & Co., CPAs54,671$4.81M1.99%+3,39613F-HRTimeline
B. Riley Wealth Advisors, Inc.54,635$4.81M0.15%-2,55813F-HRTimeline
Modern Wealth Management, LLC54,166$4.77M0.15%-2,03013F-HR/ATimeline
Goepper Burkhardt LLC54,003$4.75M1.9%-1,90413F-HRTimeline