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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

687 managers (693 13F filers) reported a position in MOAT shares at 2025-06-30, 80,892,771 shares in all. 42 filers opened a position and 51 filers sold out during the quarter.

Managers
687
13F filers
693
New
42
Added
166
Reduced
366
Sold out
51
Shares held by filers
80,892,771

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,787,827$637M0.05%-438,57013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,783,496$636M0.04%-1,048,59613F-HRTimelineGroup
LPL Financial LLC6,560,799$615M0.21%-425,36513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,837,339$360M0.12%-667,77413F-HRTimelineGroup
Mesirow Financial Investment Management…2,668,567$250M4.88%-77,87413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,406,645$226M0.05%-170,05213F-HRTimelineGroup
Boulay Financial Advisors, LLC2,078,351$195M29.4%+268,84213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,799,219$169M0.22%-309,99313F-HRTimeline
UBS Group AGin group UBS Group AG1,382,924$130M0.03%+281,25513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,125,742$106M0.03%-336,86213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP993,184$93M0.07%+110,41313F-HRTimelineGroup
Provenance Wealth Advisors, LLC918,696$86.2M12.38%-195,95713F-HRTimeline
CWM, LLCin group CWM, LLC882,889$82.8M0.29%-239,34313F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS876,292$82.2M3.05%-191,61613F-HRTimelineGroup
SOUTHERN FARM BUREAU LIFE INSURANCE845,027$79.3M10.14%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.774,216$72.6M0.4%-43,83213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA765,074$71.8M0.01%-239,58513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding748,371$70.2M+27,302Timeline
Cambridge Investment Research Advisors,…737,123$69.1M0.21%-67,98513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.658,546$61.8M15.56%+39,72313F-HRTimeline
Employees' Retirement Fund of the City …661,874$58.2M26.6%013F-HRTimeline
SFMG, LLC616,184$57.8M4.34%+12,59013F-HRTimeline
Cetera Investment Advisers612,177$57.4M0.1%-194,47313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.607,155$57M0.1%-107,85013F-HR/ATimelineGroup
HighTower Advisors, LLC604,739$56.7M0.07%-12,50213F-HRTimeline
Verde Capital Management587,865$55.1M13.61%+28,41313F-HRTimeline
Apexium Financial, LP585,101$54.9M2.91%+6,97513F-HRTimeline
OneDigital Investment Advisors LLC551,715$51.7M0.57%-51,56413F-HRTimeline
Kelman-Lazarov, Inc.547,529$51.4M8.32%+10,44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…545,763$51.2M0.04%-366,73813F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC500,000$48.4M8.68%-2,96613F-HRTimeline
CEERA INVESTMENTS, LLC511,976$48M14.71%-11,38513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP488,544$45.8M0.04%-13,68113F-HRTimelineGroup
Leelyn Smith, LLC483,503$45.3M7.44%-4,94413F-HRTimeline
Apriem Advisors460,995$43.2M4.6%+111,31413F-HRTimeline
REGATTA CAPITAL GROUP, LLC458,699$43M7.39%-75,51313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC448,799$42.1M5.22%-4,93313F-HRTimeline
Harbor Group, Inc.436,493$40.9M7.26%+27,02013F-HRTimeline
Private Advisor Group, LLC412,204$38.7M0.21%-63,30113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…398,233$38.6M0.06%-134,60013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…391,831$36.7M0.51%-6,75213F-HRTimelineGroup
JNBA Financial Advisors391,605$36.7M3.53%-257,89913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…384,000$36M0.13%013F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH375,332$35.2M9.89%+8,70513F-HRTimeline
Summit Asset Management, LLC375,034$35.2M5.73%+2,04013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…357,975$33.6M1.24%+6,19813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC335,445$31.5M0.06%-4,17913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management328,477$30.8M0.4%-548,07413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding319,846$30M-76,100Timeline
Ancora Advisors LLCin group Ancora Advisors LLC318,291$29.9M0.62%+18,95713F-HRTimelineGroup
Geneos Wealth Management Inc.316,538$29.7M0.73%-354,94913F-HRTimeline
Richmond Investment Services, LLC312,899$29.3M6.2%+143,15613F-HRTimeline
Planned Solutions, Inc.303,887$28.5M10.95%+4,81113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC291,184$27.3M0.06%+220,31613F-HRTimelineGroup
Tanager Wealth Management LLP272,580$25.6M3.02%-223,26913F-HRTimeline
Virtus Wealth Solutions LLC267,876$25.1M5.18%-38313F-HRTimeline
Buttonwood Financial Advisors Inc.267,249$25.1M10.06%-6,08313F-HRTimeline
Obermeyer Wealth Partners266,054$25M1.24%-615,15813F-HRTimeline
Foguth Wealth Management, LLC.253,582$23.8M5.09%-50,99913F-HRTimeline
Signal Advisors Wealth, LLC250,011$23.4M1.83%-37,91213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…247,757$23.2M0.45%+210,26813F-HRTimelineGroup
Summit Financial, LLC246,382$23.1M0.52%-12,64613F-HRTimeline
Visionary Wealth Advisors243,611$22.8M1.17%-33,51713F-HRTimeline
Beaumont Asset Management, L.L.C.232,928$21.8M11.73%-16,56713F-HRTimeline
Activest Wealth Management230,122$21.6M5.2%-3,10313F-HRTimeline
Creative Planningin group Creative Planning229,821$21.6M0.02%-15,73413F-HRTimelineGroup
Dynamic Advisor Solutions LLC227,611$21.3M0.66%+3,47413F-HRTimeline
Prospera Financial Services Inc223,339$20.9M0.39%-55913F-HRTimeline
Ethos Financial Group, LLC222,102$20.8M1.79%-15,96113F-HRTimeline
MML INVESTORS SERVICES, LLC218,012$20.4M0.06%-39,13013F-HRTimeline
Berkshire Money Management, Inc.211,852$19.9M2.09%-42,14313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp209,343$19.6M<0.01%+1,01813F-HRTimelineGroup
Sequoia Financial Advisors, LLC208,088$19.5M0.13%-16,82713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …205,235$19.2M0.44%+14,75113F-HRTimelineGroup
Steward Partners Investment Advisory, L…201,618$18.9M0.15%-96,66613F-HRTimeline
Harbour Trust & Investment Management Co196,647$18.4M2.04%+3,00113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC196,598$18.4M0.01%-24,92913F-HRTimelineGroup
SK Wealth Management, LLC187,805$18.1M7.87%-21,68013F-HRTimeline
MAI Capital Management189,078$17.7M0.12%-15,10513F-HRTimeline
Aspen Wealth Strategies, LLC186,319$17.5M10.54%-3,91713F-HRTimeline
DAVENPORT & Co LLC182,666$17.1M0.09%-19,84013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…182,535$17.1M0.04%+46,51613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC180,565$16.9M0.02%+2,01013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.179,814$16.9M6.29%+17,60913F-HRTimeline
Altus Wealth Group LLC176,384$16.5M7.32%-8,64113F-HRTimeline
IFP Advisors, Inc175,756$16.5M0.47%+3,06213F-HRTimeline
New England Private Wealth Advisors LLC162,934$16M2.34%-10,46313F-HRTimeline
Philip James Wealth Mangement, LLC168,555$15.8M2.02%+1,56813F-HRTimeline
Graver Capital Management, LLC166,709$15.6M13.83%+16,33513F-HRTimeline
Kathleen S. Wright Associates Inc.163,530$15.3M5.99%+3,57013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC162,111$15.2M0.49%+1,75313F-HRTimeline
HBW ADVISORY SERVICES LLC161,412$15.1M1.87%-5,57313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO160,205$15M0.26%+114,78913F-HRTimeline
James J. Burns & Company, LLC154,250$14.5M2.36%+9,90213F-HRTimeline
NewEdge Advisors, LLC151,014$14.2M0.07%-10,26513F-HRTimeline
Sanctuary Advisors, LLC150,305$14.1M0.09%-101,21613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,061$13.6M<0.01%-2,45613F-HRTimelineGroup
Family Office Research LLC144,983$13.6M6.43%-2,02113F-HRTimeline
S.E.E.D. Planning Group LLC144,028$13.5M4.23%-2,99913F-HRTimeline
Unique Wealth Strategies, LLC140,772$13.2M5.53%+42,98313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC133,461$12.5M0.34%-74713F-HRTimeline
Joseph Group Capital Management131,937$12.4M4.15%+6,59513F-HR/ATimeline
SIERRA OCEAN, LLC130,252$12.2M8.8%-4,04513F-HRTimeline
Goldstone Financial Group, LLC123,670$12M1.58%+6,10113F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC127,530$12M4.52%-17,46213F-HRTimeline
Eagle Strategies LLC126,752$11.9M1.81%+3,31213F-HRTimeline
Fermata Advisors, LLC126,607$11.9M3.17%-11,33313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …123,548$11.6M0.15%-3,89413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…122,685$11.5M0.4%-8,40513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.120,824$11.3M0.02%-13,61813F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…119,008$11.2M10.19%-13,18813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…118,683$11.1M0.02%-1,27213F-HR/ATimelineGroup
Sigma Planning Corp117,698$11M0.33%-68,22213F-HRTimeline
Plotkin Financial Advisors, LLC115,496$10.8M5.98%-2,06413F-HRTimeline
Janney Montgomery Scott LLC105,441$9.89M0.03%+2,74113F-HRTimeline
Farrow Financial, Inc.105,318$9.88M5.99%-21113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC105,170$9.86M0.8%+1,67113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,940$9.65M0.08%-6,64313F-HRTimelineGroup
AlphaCore Capital LLC99,780$9.36M0.36%+17,98013F-HRTimeline
WealthPlan Investment Management, LLC97,525$9.15M0.67%+32,96313F-HRTimeline
Acorn Wealth Advisors, LLC96,121$9.02M3.35%+22813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC94,836$8.89M1.41%+67,66913F-HRTimeline
CW Advisors, LLC94,783$8.89M0.09%-31113F-HRTimeline
&PARTNERS92,914$8.71M0.07%-5,46313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.90,981$8.52M5.77%-3,62613F-HRTimeline
TPG Advisors LLC89,774$8.42M6.09%+1,59113F-HRTimeline
PURSUE WEALTH PARTNERS LLC89,716$8.41M4.78%-74913F-HRTimeline
Cornerstone Advisory, LLC89,677$8.41M0.9%-5,86613F-HRTimeline
Roundview Capital LLC89,423$8.39M0.56%-10,70113F-HRTimeline
FWG Holdings, LLC83,652$8.11M3.81%+1,52913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.86,295$8.09M1.06%-3,99313F-HRTimeline
EnRich Financial Partners LLC86,032$8.07M2.48%-9,39613F-HRTimeline
Onyx Bridge Wealth Group LLC85,494$8.02M1.06%-51,44313F-HRTimeline
Compass Advisory Group LLC85,099$7.98M2.53%-1,45313F-HRTimeline
PSI Advisors, LLC84,532$7.93M3.89%+44,03113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC84,440$7.92M1.99%-8,22213F-HRTimeline
Beaumont Financial Advisors, LLC84,357$7.91M0.57%-184,77313F-HRTimeline
NorthCrest Asset Manangement, LLC81,322$7.88M0.21%+44813F-HRTimeline
Accredited Wealth Management, LLC82,794$7.77M6.29%-2,95413F-HRTimeline
Allworth Financial LP82,605$7.75M0.04%-1,34913F-HRTimeline
Boomfish Wealth Group, LLC80,708$7.57M4.37%-3,26913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP80,531$7.55M0.01%-18,50713F-HR/ATimelineGroup
Darrow Company, Inc.79,734$7.48M3.79%-6,40913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,633$7.47M<0.01%+67,50213F-HRTimelineGroup
Perigon Wealth Management, LLC79,076$7.42M0.17%-8,91713F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…77,770$7.29M0.64%+8,25913F-HRTimelineGroup
Smith Anglin Financial, LLC77,592$7.28M0.66%-4,86913F-HRTimeline
Copley Financial Group, Inc.73,117$6.86M5.09%-3,39013F-HRTimeline
Farther Finance Advisors, LLC72,587$6.81M0.14%-18,89113F-HRTimeline
Ferguson Shapiro LLC70,636$6.62M2.23%+81813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC69,041$6.48M1.79%-56,50413F-HRTimelineGroup
Atria Wealth Solutions, Inc.68,191$6.41M0.15%-67,28413F-HRTimeline
D.A. DAVIDSON & CO.68,147$6.39M0.05%-67113F-HRTimeline
CABOT WEALTH MANAGEMENT INC67,359$6.32M0.75%+1,87013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,807$6.17M0.01%+23,34813F-HRTimelineGroup
TTP Investments, Inc.65,371$6.13M2.01%-366,84913F-HRTimeline
Laurel Wealth Planning LLC64,883$6.09M3.46%-5,91013F-HRTimeline
COMERICA BANK64,848$6.08M0.02%-15,47013F-HRTimeline
VestGen Advisors, LLC64,075$6.03M0.24%-1,91513F-HRTimeline
Tacita Capital Inc63,834$5.99M3.85%+2,28213F-HRTimeline
Allen Capital Group, LLC63,580$5.96M0.62%-9,13913F-HRTimeline
WIMMER ASSOCIATES 1, LLC63,329$5.94M3.04%-1,08413F-HRTimeline
LEGACY SOLUTIONS, LLC62,116$5.83M5.58%-75713F-HRTimeline
Gladstone Institutional Advisory LLC61,874$5.8M0.24%-13113F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …59,741$5.6M0.71%-26613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,478$5.58M0.01%-18,88613F-HRTimelineGroup
GTS SECURITIES LLC59,441$5.57M0.25%+33,54213F-HRTimeline
Patton Albertson Miller Group, LLC58,862$5.52M0.73%-44,41613F-HRTimeline
BOSTON FAMILY OFFICE LLC58,641$5.5M0.37%-2,18213F-HRTimeline
Sterling Investment Advisors, Ltd.57,308$5.37M1.18%-8,00213F-HRTimeline
Midwest Financial Group LLC57,131$5.36M2.82%+25713F-HRTimeline
Fortune Financial Advisors, LLC56,872$5.33M4.29%+1,48213F-HRTimeline
Tranquility Partners, LLC56,783$5.33M1.9%-1,08613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC56,481$5.3M0.52%+7,12313F-HRTimelineGroup
Foundations Investment Advisors, LLC56,045$5.26M0.08%+8,97413F-HRTimeline
Mengis Capital Management, Inc.55,818$5.24M1.11%-99713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…55,194$5.18M0.12%+2,49413F-HRTimelineGroup
Modern Wealth Management, LLC55,057$5.16M0.13%+89113F-HR/ATimeline
Argent Trust Co54,558$5.12M0.19%-16,16613F-HRTimeline
SMITH, MOORE & CO.53,883$5.05M0.42%+3,54413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …53,868$5.05M0.33%+50,78213F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding53,071$4.98M-861Timeline
Lunt Capital Management, Inc.52,446$4.92M1.88%-3,91213F-HRTimeline
IHT Wealth Management, LLC52,431$4.92M0.14%-15,79513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,367$4.91M0.03%-3,42913F-HRTimelineGroup
Paragon Advisors, LLC52,012$4.88M1.27%+6,89113F-HRTimeline
Western Wealth Management, LLC51,864$4.86M0.29%-11,65913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP51,512$4.83M0.44%-24,53413F-HRTimelineGroup
Financial Partners Group, Inc51,308$4.81M0.67%-1,08113F-HRTimeline
Beacon Pointe Advisors, LLC49,401$4.63M0.05%+1,18413F-HRTimeline
Santori & Peters, Inc.49,106$4.61M1.67%-24813F-HRTimeline
Farrell Financial LLC48,684$4.57M3.06%-56213F-HRTimeline
Goepper Burkhardt LLC48,501$4.55M1.68%-5,50213F-HRTimeline
Capital Investment Advisory Services, L…47,978$4.5M0.37%+3,01713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…47,948$4.5M0.13%-62113F-HRTimelineGroup
YHB Investment Advisors, Inc.47,047$4.41M0.34%-6,23813F-HRTimeline
Rehmann Capital Advisory Group46,840$4.39M0.27%+1,18913F-HRTimeline
Sunpointe, LLC46,712$4.38M1.74%+7,51313F-HRTimeline
ROBERTS GLORE & CO INC /IL/45,889$4.3M1.26%+2,14313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding45,173$4.24M-14,220Timeline