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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

673 managers (679 13F filers) reported a position in MOAT shares at 2025-09-30, 75,409,597 shares in all. 30 filers opened a position and 38 filers sold out during the quarter.

Managers
673
13F filers
679
New
30
Added
158
Reduced
346
Sold out
38
Shares held by filers
75,409,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY6,615,568$656M0.04%-167,92813F-HR/ATimelineGroup
LPL Financial LLC6,402,685$635M0.19%-158,11413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,283,572$623M0.05%-504,25513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,215,101$319M0.1%-622,23813F-HRTimelineGroup
Mesirow Financial Investment Management…2,627,317$260M4.66%-41,25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,322,064$230M0.05%-84,58113F-HRTimelineGroup
Boulay Financial Advisors, LLC2,119,374$210M29.48%+41,02313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,552,751$154M0.2%-246,46813F-HRTimeline
Cetera Investment Advisers1,223,448$121M0.14%+611,27113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,101,252$108M0.07%+108,06813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,069,937$106M0.02%-55,80513F-HRTimelineGroup
UBS Group AGin group UBS Group AG975,164$96.6M0.02%-407,76013F-HRTimelineGroup
Provenance Wealth Advisors, LLC912,877$90.5M11.69%-5,81913F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE845,027$83.8M9.88%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS799,817$79.3M2.93%-76,47513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV794,616$78.7M0.13%+750,23613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA749,491$74.3M0.01%-15,58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.741,903$73.1M0.1%+134,74813F-HRTimelineGroup
Cambridge Investment Research Advisors,…706,544$70M0.19%-30,57913F-HRTimeline
CWM, LLCin group CWM, LLC682,275$67.6M0.2%-200,61413F-HRTimelineGroup
SFMG, LLC631,116$62.5M4.34%+14,93213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding611,197$60.6M-137,174Timeline
Verde Capital Management607,869$60.2M13.35%+20,00413F-HRTimeline
HighTower Advisors, LLC603,876$59.9M0.07%-86313F-HRTimeline
Apexium Financial, LP588,005$58.3M2.83%+2,90413F-HRTimeline
Kelman-Lazarov, Inc.551,165$54.6M8.1%+3,63613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…515,424$51.1M0.03%-30,33913F-HRTimelineGroup
OneDigital Investment Advisors LLC510,535$50.6M0.52%-41,18013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC485,935$49.1M8.09%-14,06513F-HRTimeline
Apriem Advisors493,823$48.9M4.63%+32,82813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP491,277$48.7M0.04%+2,73313F-HRTimelineGroup
Leelyn Smith, LLC488,739$48.4M7.3%+5,23613F-HRTimeline
CEERA INVESTMENTS, LLC468,045$46.4M14.47%-43,93113F-HRTimeline
REGATTA CAPITAL GROUP, LLC461,189$45.7M7.22%+2,49013F-HRTimeline
Harbor Group, Inc.447,960$44.4M7.06%+11,46713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC445,550$44.2M5.03%-3,24913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.411,410$40.8M8.89%-247,13613F-HRTimeline
Private Advisor Group, LLC397,793$39.4M0.19%-14,41113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…392,918$39.3M0.06%-5,31513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH387,462$38.4M9.69%+12,13013F-HRTimeline
JNBA Financial Advisors382,790$37.9M3.45%-8,81513F-HRTimeline
Summit Asset Management, LLC377,314$37.4M5.75%+2,28013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…373,699$37M0.47%-18,13213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC336,774$33.4M0.05%+1,32913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC312,216$30.9M0.62%-6,07513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management306,215$30.3M0.36%-22,26213F-HRTimelineGroup
Planned Solutions, Inc.298,684$29.6M10.27%-5,20313F-HRTimeline
Buttonwood Financial Advisors Inc.298,563$29.6M10.19%+31,31413F-HRTimeline
Richmond Investment Services, LLC298,125$29.5M5.5%-14,77413F-HRTimeline
Geneos Wealth Management Inc.295,181$29.3M0.74%-21,35713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…295,147$29.3M1%-62,82813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC282,684$28M0.06%-8,50013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…280,000$27.8M0.09%-104,00013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding268,532$26.6M-51,314Timeline
Virtus Wealth Solutions LLC262,300$26M5%-5,57613F-HRTimeline
NewEdge Advisors, LLC258,173$25.6M0.12%+107,15913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…250,886$24.9M0.43%+3,12913F-HRTimelineGroup
Activest Wealth Management229,459$22.7M4.61%-66313F-HRTimeline
Dynamic Advisor Solutions LLC227,415$22.5M0.65%-19613F-HRTimeline
Visionary Wealth Advisors227,253$22.5M1.05%-16,35813F-HRTimeline
Creative Planningin group Creative Planning225,403$22.3M0.02%-4,41813F-HRTimelineGroup
Ethos Financial Group, LLC221,250$21.9M1.72%-85213F-HRTimeline
Beaumont Asset Management, L.L.C.219,300$21.7M10.94%-13,62813F-HRTimeline
Summit Financial, LLC216,312$21.4M0.33%-30,07013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp214,649$21.3M<0.01%+5,30613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …211,306$20.9M0.44%+6,07113F-HRTimelineGroup
Berkshire Money Management, Inc.207,871$20.6M2.12%-3,98113F-HRTimeline
Steward Partners Investment Advisory, L…207,427$20.6M0.12%+5,80913F-HRTimeline
Prospera Financial Services Inc207,347$20.6M0.35%-15,99213F-HRTimeline
Tanager Wealth Management LLP204,363$20.3M2.13%-68,21713F-HRTimeline
MML INVESTORS SERVICES, LLC202,455$20.1M0.05%-15,55713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC201,257$19.9M0.01%+4,65913F-HRTimelineGroup
Harbour Trust & Investment Management Co196,344$19.5M2.01%-30313F-HRTimeline
Etesian Wealth Advisors, Inc.189,235$18.8M6.19%+9,42113F-HRTimeline
Sequoia Financial Advisors, LLC182,396$18.1M0.11%-25,69213F-HRTimeline
New England Private Wealth Advisors LLC179,516$17.8M2.34%+16,58213F-HRTimeline
Altus Wealth Group LLC178,609$17.7M7.27%+2,22513F-HRTimeline
DAVENPORT & Co LLC169,613$16.8M0.09%-13,05313F-HRTimeline
MAI Capital Management168,942$16.7M0.1%-20,13613F-HRTimeline
IFP Advisors, Inc168,653$16.7M0.43%-7,10313F-HR/ATimeline
Kathleen S. Wright Associates Inc.168,156$16.7M6.18%+4,62613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC167,074$16.6M0.47%+4,96313F-HRTimeline
Graver Capital Management, LLC165,500$16.4M13.82%-1,20913F-HRTimeline
James J. Burns & Company, LLC163,336$16.2M2.41%+9,08613F-HRTimeline
Aspen Wealth Strategies, LLC163,131$16.2M9.05%-23,18813F-HRTimeline
Mariner, LLCin group Mariner, LLC162,823$16.1M0.02%-17,74213F-HRTimelineGroup
Obermeyer Wealth Partners161,743$16M0.75%-104,31113F-HRTimeline
HBW ADVISORY SERVICES LLC159,654$15.8M1.78%-1,75813F-HRTimeline
S.E.E.D. Planning Group LLC153,542$15.2M4.43%+9,51413F-HRTimeline
Sanctuary Advisors, LLC148,194$14.7M0.08%-2,11113F-HR/ATimeline
SK Wealth Management, LLC142,361$14.3M5.33%-45,44413F-HRTimeline
Family Office Research LLC141,904$14.1M6.15%-3,07913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…140,567$13.9M0.03%+21,88413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC135,631$13.4M0.32%+2,17013F-HRTimeline
Joseph Group Capital Management134,065$13.3M3.75%+2,12813F-HRTimeline
Unique Wealth Strategies, LLC131,206$13M5.11%-9,56613F-HRTimeline
Goldstone Financial Group, LLC128,308$12.7M1.5%+4,63813F-HRTimeline
Robertson Stephens Wealth Management, L…124,760$12.4M0.37%+2,07513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,177$12.1M<0.01%-22,88413F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …122,137$12.1M0.15%-1,41113F-HRTimelineGroup
Fermata Advisors, LLC121,997$12.1M3.07%-4,61013F-HRTimeline
Employees' Retirement Fund of the City …118,874$11.8M5.51%-543,00013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.118,787$11.8M0.02%-2,03713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO118,690$11.8M0.18%-41,51513F-HRTimeline
Philip James Wealth Mangement, LLC118,152$11.7M1.37%-50,40313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC114,061$11.6M3.38%-13,46913F-HRTimeline
&PARTNERS113,212$11.3M0.07%+20,29813F-HRTimeline
AlphaCore Capital LLC112,251$11.1M0.37%+12,47113F-HRTimeline
Plotkin Financial Advisors, LLC111,204$11M5.45%-4,29213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC106,146$10.5M0.8%+97613F-HRTimeline
Farrow Financial, Inc.105,211$10.4M6.05%-10713F-HRTimeline
Boyce & Associates Wealth Consulting, I…103,524$10.3M8.4%-15,48413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,588$10.1M0.07%-1,35213F-HRTimelineGroup
WealthPlan Investment Management, LLC101,042$10M0.66%+3,51713F-HRTimeline
Sigma Planning Corp97,700$9.68M0.28%-19,99813F-HRTimeline
Acorn Wealth Advisors, LLC96,286$9.54M2.99%+16513F-HRTimeline
Janney Montgomery Scott LLC94,429$9.36M0.02%-11,01213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC92,926$9.21M1.27%-1,91013F-HRTimeline
TPG Advisors LLC92,325$9.15M6.02%+2,55113F-HRTimeline
PURSUE WEALTH PARTNERS LLC87,968$8.72M4.79%-1,74813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87,353$8.65M5.54%-3,62813F-HRTimeline
EnRich Financial Partners LLC86,816$8.6M2.45%+78413F-HRTimeline
FWG Holdings, LLC84,541$8.56M3.69%+88913F-HRTimeline
Accredited Wealth Management, LLC3,610$8.55M6.41%-79,18413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.84,825$8.41M1.03%-1,47013F-HRTimeline
Onyx Bridge Wealth Group LLC84,807$8.41M0.91%-68713F-HRTimeline
NorthCrest Asset Manangement, LLC82,954$8.3M0.2%+1,63213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,297$8.26M<0.01%+3,66413F-HRTimelineGroup
Beaumont Financial Advisors, LLC83,054$8.23M0.55%-1,30313F-HRTimeline
Perigon Wealth Management, LLC82,078$8.13M0.17%+3,00213F-HRTimeline
Allworth Financial LP80,067$7.94M0.04%-2,53813F-HRTimeline
Darrow Company, Inc.76,002$7.72M3.58%-3,73213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…77,770$7.71M0.28%013F-HRTimelineGroup
Boomfish Wealth Group, LLC77,422$7.67M4.14%-3,28613F-HRTimeline
Roundview Capital LLC74,902$7.42M0.47%-14,52113F-HRTimeline
Copley Financial Group, Inc.73,658$7.3M4.99%+54113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP73,042$7.24M0.01%-7,48913F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC72,185$7.15M0.79%+4,82613F-HRTimeline
American National Bank of Texas72,080$7.14M6.72%13F-HRTimeline
Eagle Strategies LLC71,627$7.1M0.95%-55,12513F-HRTimeline
Ferguson Shapiro LLC70,809$7.02M2.27%+17313F-HRTimeline
D.A. DAVIDSON & CO.68,681$6.81M0.04%+53413F-HRTimeline
Tacita Capital Inc64,101$6.35M3.84%+26713F-HRTimeline
VestGen Advisors, LLC63,930$6.34M0.21%-14513F-HRTimeline
TTP Investments, Inc.62,867$6.32M1.83%-2,50413F-HRTimeline
WIMMER ASSOCIATES 1, LLC63,694$6.31M3.03%+36513F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …63,587$6.3M0.72%+3,84613F-HRTimeline
COMERICA BANK63,466$6.29M0.02%-1,38213F-HRTimeline
Laurel Wealth Planning LLC62,408$6.19M3.27%-2,47513F-HRTimeline
Cornerstone Advisory, LLC61,737$6.12M0.6%-27,94013F-HRTimeline
Gladstone Institutional Advisory LLC61,487$6.09M0.23%-38713F-HRTimeline
LEGACY SOLUTIONS, LLC61,400$6.09M5.47%-71613F-HRTimeline
Allen Capital Group, LLC61,256$6.07M0.58%-2,32413F-HRTimeline
Mengis Capital Management, Inc.58,445$5.79M1.14%+2,62713F-HRTimeline
BOSTON FAMILY OFFICE LLC57,979$5.75M0.37%-66213F-HRTimeline
Foundations Investment Advisors, LLC57,914$5.74M0.08%+1,86913F-HRTimeline
Midwest Financial Group LLC56,884$5.64M2.69%-24713F-HRTimeline
Fortune Financial Advisors, LLC56,392$5.59M4.21%-48013F-HRTimeline
Argent Trust Co56,236$5.57M0.2%+1,67813F-HRTimeline
SMITH, MOORE & CO.54,836$5.43M0.42%+95313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding54,643$5.43M+21,183Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…54,440$5.4M0.12%-75413F-HRTimelineGroup
Tranquility Partners, LLC54,190$5.37M1.81%-2,59313F-HRTimeline
Beacon Pointe Advisors, LLC52,918$5.24M0.04%+3,51713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC52,603$5.21M1.36%-31,83713F-HRTimeline
Sunpointe, LLC52,225$5.18M1.87%+5,51313F-HRTimeline
Modern Wealth Management, LLC51,572$5.11M0.1%-3,48513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,164$5.07M0.01%-8,31413F-HRTimelineGroup
Patton Albertson Miller Group, LLC50,937$5.05M0.61%-7,92513F-HRTimeline
XML Financial, LLC50,557$5.01M0.41%+7,33613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC49,433$4.9M0.02%-2,93413F-HRTimelineGroup
Financial Partners Group, Inc49,182$4.87M0.61%-2,12613F-HRTimeline
Capital Investment Advisory Services, L…48,598$4.82M0.38%+62013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC48,376$4.79M1.47%-20,66513F-HRTimelineGroup
Farrell Financial LLC48,094$4.77M2.99%-59013F-HRTimeline
Sterling Investment Advisors, Ltd.48,038$4.76M0.93%-9,27013F-HRTimeline
Paragon Advisors, LLC47,161$4.67M1.21%-4,85113F-HRTimeline
Rehmann Capital Advisory Group46,136$4.57M0.25%-70413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP46,005$4.56M0.38%-5,50713F-HRTimelineGroup
Farther Finance Advisors, LLC45,847$4.54M0.07%-26,74013F-HRTimeline
IHT Wealth Management, LLC45,464$4.51M0.11%-6,96713F-HRTimeline
Goepper Burkhardt LLC45,298$4.49M1.53%-3,20313F-HRTimeline
ROBERTS GLORE & CO INC /IL/45,091$4.47M1.22%-79813F-HRTimeline
YHB Investment Advisors, Inc.44,861$4.45M0.33%-2,18613F-HRTimeline
Integrated Advisors Network LLC44,619$4.42M0.19%+1,65613F-HRTimeline
CENTAURUS FINANCIAL, INC.44,604$4.42M0.21%+1,16413F-HRTimeline
WealthPLAN Partners, LLC44,379$4.4M0.66%+87413F-HRTimeline
PSI Advisors, LLC44,177$4.38M1.13%-40,35513F-HRTimeline
Lunt Capital Management, Inc.44,109$4.37M1.67%-8,33713F-HRTimeline
Western Wealth Management, LLC43,855$4.35M0.23%-8,00913F-HRTimeline
NorthCoast Asset Management LLC43,652$4.33M0.02%-45313F-HRTimeline
Stonebridge Financial Planning Group, L…43,030$4.26M1.6%+69613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,881$4.25M-2,292Timeline
FMR LLCin group FMR LLC42,479$4.21M<0.01%+3,49813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,618$4.12M0.07%-53513F-HRTimelineGroup
McCarthy & Cox40,947$4.06M0.93%+1,83213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,950$4.06M0.25%-2,42113F-HRTimeline
Opal Wealth Advisors, LLC40,791$4.04M1.13%+2,18713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.40,325$4M0.17%+24813F-HRTimelineGroup
Ayalon Insurance Comp Ltd.40,254$3.99M1.01%+10913F-HRTimeline