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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

720 managers (726 13F filers) reported a position in MOAT shares at 2025-12-31, 74,979,635 shares in all. 58 filers opened a position and 47 filers sold out during the quarter.

Managers
720
13F filers
726
New
58
Added
223
Reduced
300
Sold out
47
Shares held by filers
74,979,635

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC6,583,657$682M0.19%+180,97213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,414,541$664M0.04%-201,02713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,043,398$626M0.05%-240,17413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,035,510$314M0.1%-179,59113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,292,420$237M0.05%-29,64413F-HRTimelineGroup
Boulay Financial Advisors, LLC2,132,699$221M25.97%+13,32513F-HRTimeline
Mesirow Financial Investment Management…1,984,526$206M4.22%-642,79113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,369,181$142M0.19%-183,57013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,238,884$128M0.08%+137,63213F-HRTimelineGroup
Cetera Investment Advisers1,171,379$121M0.13%-52,06913F-HRTimeline
UBS Group AGgroup of 2 filers holding1,107,975$115M+132,811Timeline
SOUTHERN FARM BUREAU LIFE INSURANCE1,107,967$115M11.85%+262,94013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC931,507$96.5M0.02%-138,43013F-HRTimelineGroup
Provenance Wealth Advisors, LLC891,309$92.3M10.23%-21,56813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS760,526$78.8M2.97%-39,29113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA752,273$77.9M0.01%+2,78213F-HRTimelineGroup
Cambridge Investment Research Advisors,…688,390$71.3M0.19%-18,15413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV665,834$69M0.11%-128,78213F-HRTimeline
CWM, LLCin group CWM, LLC646,558$67M0.18%-35,71713F-HRTimelineGroup
SFMG, LLC640,814$66.4M4.45%+9,69813F-HRTimeline
Verde Capital Management626,318$64.9M13.83%+18,44913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…596,396$61.8M0.37%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.583,301$60.4M0.09%-158,60213F-HRTimelineGroup
HighTower Advisors, LLC578,478$59.9M0.07%-25,39813F-HRTimeline
Kelman-Lazarov, Inc.556,020$57.6M8.22%+4,85513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…516,693$53.5M0.03%+1,26913F-HR/ATimelineGroup
Apriem Advisors513,241$53.2M4.88%+19,41813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding512,763$53.1M-98,434Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP504,592$52.3M0.05%+13,31513F-HRTimelineGroup
Leelyn Smith, LLC491,426$50.9M7.36%+2,68713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC483,727$50.1M7.92%-2,20813F-HRTimeline
REGATTA CAPITAL GROUP, LLC475,656$49.3M7.44%+14,46713F-HRTimeline
Harbor Group, Inc.471,886$48.9M7.32%+23,92613F-HRTimeline
OneDigital Investment Advisors LLC466,619$48.3M0.47%-43,91613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC565,557$47.7M5.21%+120,00713F-HRTimeline
CEERA INVESTMENTS, LLC434,412$45M17.38%-33,63313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH399,693$41.4M9.98%+12,23113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.395,654$41M8.55%-15,75613F-HRTimeline
Private Advisor Group, LLC395,325$40.9M0.19%-2,46813F-HRTimeline
Summit Asset Management, LLC382,063$39.6M5.6%+4,74913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…375,398$38.9M0.48%+1,69913F-HRTimelineGroup
JNBA Financial Advisors374,604$38.8M3.39%-8,18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…355,411$37.8M0.05%-37,50713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC355,168$36.8M0.76%+42,95213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC340,760$35.3M0.05%+3,98613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…296,122$30.7M1%+97513F-HRTimelineGroup
Richmond Investment Services, LLC295,973$30.7M5.3%-2,15213F-HRTimeline
Planned Solutions, Inc.291,739$30.2M9.77%-6,94513F-HRTimeline
Buttonwood Financial Advisors Inc.287,210$29.7M9.92%-11,35313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279,505$28.9M0.06%-3,17913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management279,045$28.9M0.33%-27,17013F-HRTimelineGroup
Geneos Wealth Management Inc.261,638$27.1M0.66%-33,54313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding257,988$26.7M-10,544Timeline
NewEdge Advisors, LLC257,497$26.7M0.1%-67613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…256,000$26.5M0.07%-24,00013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…254,843$26.4M0.3%+3,95713F-HRTimelineGroup
Virtus Wealth Solutions LLC252,532$26.2M4.96%-9,76813F-HRTimeline
SHP Wealth Management247,698$25.7M2%13F-HRTimeline
Activest Wealth Management235,643$24.4M4.56%+6,18413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…230,044$23.8M0.04%+89,47713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC218,967$22.7M0.06%+16,51213F-HRTimeline
Beaumont Asset Management, L.L.C.214,645$22.2M11.11%-4,65513F-HRTimeline
Creative Planningin group Creative Planning214,601$22.2M0.02%-10,80213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …213,781$22.1M0.43%+2,47513F-HRTimelineGroup
Berkshire Money Management, Inc.212,614$22M2.1%+4,74313F-HRTimeline
Summit Financial, LLC212,036$22M0.32%-4,27613F-HRTimeline
Visionary Wealth Advisors211,896$21.9M0.99%-15,35713F-HRTimeline
Steward Partners Investment Advisory, L…211,192$21.9M0.12%+3,76513F-HRTimeline
Ethos Financial Group, LLC207,777$21.5M1.59%-13,47313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp207,282$21.5M<0.01%-7,36713F-HRTimelineGroup
Prospera Financial Services Inc203,493$21.1M0.35%-3,85413F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.200,093$20.7M11.36%13F-HRTimeline
Harbour Trust & Investment Management Co195,593$20.3M2.07%-75113F-HRTimeline
Etesian Wealth Advisors, Inc.191,301$19.8M6.21%+2,06613F-HRTimeline
Altus Wealth Group LLC187,849$19.5M7.77%+9,24013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC183,585$19M0.01%-17,67213F-HRTimelineGroup
New England Private Wealth Advisors LLC178,472$18.5M2.3%-1,04413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…178,305$18.5M0.03%+169,06313F-HRTimelineGroup
Graver Capital Management, LLC177,795$18.4M14.55%+12,29513F-HRTimeline
Foguth Wealth Management, LLC.176,868$18.3M2.84%13F-HRTimeline
James J. Burns & Company, LLC172,986$17.9M2.47%+9,65013F-HRTimeline
HBW ADVISORY SERVICES LLC170,926$17.7M1.92%+11,27213F-HRTimeline
Mariner, LLCin group Mariner, LLC170,836$17.7M0.02%+8,01313F-HRTimelineGroup
MAI Capital Management165,522$17.1M0.1%-3,42013F-HRTimeline
DAVENPORT & Co LLC164,189$17M0.09%-5,42413F-HRTimeline
Obermeyer Wealth Partners160,193$16.6M0.76%-1,55013F-HRTimeline
IFP Advisors, Inc160,022$16.6M0.37%-8,63113F-HRTimeline
Tanager Wealth Management LLP159,781$16.5M1.65%-44,58213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC158,888$16.5M0.06%new13F-HRTimelineGroup
S.E.E.D. Planning Group LLC156,113$16.2M4.61%+2,57113F-HRTimeline
Sequoia Financial Advisors, LLC153,239$15.9M0.09%-29,15713F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …152,891$15.8M1.78%+89,30413F-HRTimeline
Sanctuary Advisors, LLC147,143$15.2M0.08%-1,05113F-HRTimeline
Family Office Research LLC138,019$14.4M5.89%-3,88513F-HRTimeline
Joseph Group Capital Management133,939$13.9M3.64%-12613F-HRTimeline
Goldstone Financial Group, LLC133,918$13.9M1.55%+5,61013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC129,055$13.4M0.3%-6,57613F-HRTimeline
Coastline Complete Wealth LLC128,435$13.3M8.38%13F-HRTimeline
AlphaCore Capital LLC125,839$13M0.29%+13,58813F-HRTimeline
Fermata Advisors, LLC125,070$13M3.11%+3,07313F-HRTimeline
Unique Wealth Strategies, LLC124,935$12.9M5.08%-6,27113F-HRTimeline
Robertson Stephens Wealth Management, L…124,895$12.9M0.36%+13513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …124,047$12.8M0.18%+1,91013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO123,838$12.8M<0.01%+1,66113F-HRTimelineGroup
Napier Financial, LLC123,650$12.8M3.2%13F-HRTimeline
Philip James Wealth Mangement, LLC119,634$12.4M1.44%+1,48213F-HRTimeline
&PARTNERS117,088$12.1M0.06%+3,87613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.114,332$11.8M0.02%-4,45513F-HRTimelineGroup
Employees' Retirement Fund of the City …108,074$11.2M5.01%-10,80013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC106,560$11M0.83%+41413F-HRTimeline
Farrow Financial, Inc.105,205$10.9M6.26%-613F-HRTimeline
Boyce & Associates Wealth Consulting, I…103,390$10.7M8.97%-13413F-HRTimeline
Aspen Wealth Strategies, LLC99,571$10.3M5.64%-63,56013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding99,478$10.3M+44,835Timeline
WealthPlan Investment Management, LLC96,964$10M0.64%-4,07813F-HRTimeline
Janney Montgomery Scott LLC94,525$9.79M0.02%+9613F-HRTimeline
TPG Advisors LLC93,685$9.7M6.04%+1,36013F-HRTimeline
46 Peaks LLC93,587$9.69M7.11%13F-HRTimeline
Acorn Wealth Advisors, LLC89,674$9.29M2.77%-6,61213F-HRTimeline
Ferguson Shapiro LLC88,831$9.2M2.83%+18,02213F-HRTimeline
PURSUE WEALTH PARTNERS LLC88,384$9.15M4.45%+41613F-HRTimeline
FWG Holdings, LLC86,507$9.06M3.44%+1,96613F-HR/ATimeline
NorthCrest Asset Manangement, LLC85,930$9.01M0.2%+2,97613F-HRTimeline
EnRich Financial Partners LLC85,404$8.84M2.41%-1,41213F-HRTimeline
MCF Advisors LLC85,275$8.83M0.49%+85,19413F-HRTimeline
Perigon Wealth Management, LLC84,598$8.76M0.16%+2,52013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.84,591$8.76M1.02%-23413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC84,481$8.75M1.84%+31,87813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.83,173$8.61M5.69%-4,18013F-HRTimeline
Onyx Bridge Wealth Group LLC82,973$8.59M0.91%-1,83413F-HRTimeline
Beaumont Financial Advisors, LLC81,363$8.43M0.56%-1,69113F-HRTimeline
Allworth Financial LP78,704$8.15M0.03%-1,36313F-HRTimeline
CABOT WEALTH MANAGEMENT INC78,104$8.09M0.89%+5,91913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…77,770$8.05M0.48%013F-HRTimelineGroup
Copley Financial Group, Inc.77,580$8.03M4.97%+3,92213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.76,584$7.93M0.05%-25,00413F-HRTimelineGroup
Sigma Planning Corp76,397$7.91M0.22%-21,30313F-HRTimeline
Elevation Capital Advisory, LLC76,162$7.89M3.22%+61,04013F-HRTimeline
Darrow Company, Inc.74,419$7.71M3.46%-1,58313F-HRTimeline
Eagle Strategies LLC72,789$7.54M0.96%+1,16213F-HRTimeline
Paller Financial Services Inc72,275$7.48M6%13F-HRTimeline
Boomfish Wealth Group, LLC72,191$7.48M4%-5,23113F-HRTimeline
American National Bank of Texas71,471$7.4M7.11%-60913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP70,582$7.31M0.01%-2,46013F-HR/ATimelineGroup
Roundview Capital LLC69,364$7.18M0.44%-5,53813F-HRTimeline
Koss-Olinger Consulting, LLC68,990$7.14M0.55%new13F-HRTimeline
D.A. DAVIDSON & CO.67,559$7M0.04%-1,12213F-HRTimeline
Guilbault Capital LLC66,482$6.88M7.71%13F-HRTimeline
BOSTON FAMILY OFFICE LLC66,197$6.86M0.43%+8,21813F-HRTimeline
TME FINANCIAL, INC.65,182$6.75M4.74%+37,68413F-HRTimeline
WIMMER ASSOCIATES 1, LLC64,768$6.71M3.12%+1,07413F-HRTimeline
Mengis Capital Management, Inc.64,323$6.66M1.18%+5,87813F-HRTimeline
Foundations Investment Advisors, LLC64,136$6.64M0.09%+6,22213F-HRTimeline
Laurel Wealth Planning LLC64,078$6.64M3.68%+1,67013F-HRTimeline
Tacita Capital Inc63,891$6.62M3.83%-21013F-HRTimeline
TTP Investments, Inc.62,880$6.51M2.13%+1313F-HRTimeline
COMERICA BANK61,319$6.35M0.03%-2,14713F-HRTimeline
Gladstone Institutional Advisory LLC60,821$6.3M0.24%-66613F-HRTimeline
Cornerstone Advisory, LLC59,329$6.14M0.59%-2,40813F-HRTimeline
Allen Capital Group, LLC58,291$6.04M0.56%-2,96513F-HRTimeline
LEGACY SOLUTIONS, LLC58,122$6.02M5.29%-3,27813F-HRTimeline
Argent Trust Co57,800$5.99M0.21%+1,56413F-HRTimeline
Sunpointe, LLC57,442$5.95M1.97%+5,21713F-HRTimeline
Midwest Financial Group LLC56,914$5.89M2.6%+3013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO55,956$5.79M0.08%-62,73413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC55,898$5.79M0.1%+41,08913F-HR/ATimeline
Fortune Financial Advisors, LLC55,604$5.76M3.88%-78813F-HRTimeline
Selby Wealth Management, LLC54,902$5.69M2.29%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…53,248$5.51M0.11%-1,19213F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,359$5.42M0.04%-55913F-HRTimeline
Tranquility Partners, LLC52,005$5.39M1.94%-2,18513F-HRTimeline
Ducere Wealth Management LLC51,648$5.35M2.07%13F-HR/ATimeline
Modern Wealth Management, LLC51,508$5.33M0.1%-6413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,600$5.14M0.01%-1,56413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC51,034$5.07M0.02%+1,60113F-HRTimelineGroup
Capital Investment Advisory Services, L…48,458$5.02M0.35%-14013F-HRTimeline
AVALON CAPITAL MANAGEMENT48,374$5.01M1.2%+11,11413F-HRTimeline
Betterment LLC47,991$4.97M0.01%+8,03713F-HRTimeline
Farrell Financial LLC47,757$4.95M2.92%-33713F-HRTimeline
SMITH, MOORE & CO.47,273$4.9M0.37%-7,56313F-HRTimeline
Sterling Investment Advisors, Ltd.47,149$4.88M0.9%-88913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC46,996$4.87M1.63%-1,38013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/45,521$4.71M1.26%+43013F-HRTimeline
IHT Wealth Management, LLC45,275$4.69M0.11%-18913F-HRTimeline
FMR LLCin group FMR LLC45,260$4.69M<0.01%+2,78113F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,228$4.68M0.36%-77713F-HRTimelineGroup
Rehmann Capital Advisory Group44,906$4.65M0.24%-1,23013F-HRTimeline
PSI Advisors, LLC44,599$4.62M1.16%+42213F-HRTimeline
Patton Albertson Miller Group, LLC44,587$4.62M0.54%-6,35013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC44,278$4.59M0.58%-48,64813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,232$4.58M+1,351Timeline
Goepper Burkhardt LLC44,154$4.57M1.49%-1,14413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,391$4.49M0.2%+3,06613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…42,667$4.42M1.6%-36313F-HRTimeline
Western Wealth Management, LLC42,648$4.42M0.2%-1,20713F-HRTimeline
CENTAURUS FINANCIAL, INC.42,366$4.39M0.2%-2,23813F-HRTimeline
Integrated Advisors Network LLC42,359$4.39M0.19%-2,26013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,308$4.38M<0.01%+6,85113F-HRTimelineGroup
Darwin Wealth Management, LLC42,175$4.37M1.36%+3,67613F-HRTimeline
WealthPLAN Partners, LLC42,028$4.35M0.65%-2,35113F-HRTimeline