Skip to content
Disclosery

MOAT VANECK ETF TRUST

Follow

MRNGSTR WDE MOAT (fund)

720 managers (726 13F filers) reported a position in MOAT shares at 2026-03-31, 72,121,563 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
720
13F filers
726
New
52
Added
188
Reduced
337
Sold out
52
Shares held by filers
72,121,563

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY6,036,864$584M0.04%-377,67713F-HRTimelineGroup
LPL Financial LLC5,830,311$564M0.15%-753,34613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,732,552$554M0.04%-310,84613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,683,485$259M0.08%-352,02513F-HRTimelineGroup
Mesirow Financial Investment Management…2,675,294$259M4.19%+690,76813F-HRTimeline
Boulay Financial Advisors, LLC2,220,212$215M24.64%+87,51313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,103,656$203M0.04%-188,76413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,378,573$130M0.06%+139,68913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,343,881$130M0.18%-25,30013F-HRTimeline
Cetera Investment Advisers1,157,966$112M0.12%-13,41313F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE1,107,967$107M11.31%013F-HRTimeline
UBS Group AGgroup of 2 filers holding942,155$91.1M-165,820Timeline
Provenance Wealth Advisors, LLC866,012$83.7M8.87%-25,29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA833,825$80.6M0.02%+81,55213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS743,411$71.9M2.9%-17,11513F-HRTimelineGroup
SFMG, LLC672,286$65M4.46%+31,47213F-HRTimeline
Verde Capital Management658,249$63.7M13.61%+31,93113F-HRTimeline
Cambridge Investment Research Advisors,…656,051$63.4M0.16%-32,33913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.638,646$61.8M0.09%+55,34513F-HRTimelineGroup
CWM, LLCin group CWM, LLC624,885$60.4M0.16%-21,67313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…611,351$59.1M0.36%+14,95513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC603,026$58.4M0.01%-328,48113F-HR/ATimelineGroup
HighTower Advisors, LLC574,221$55.5M0.06%-4,25713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding572,347$55.3M+59,584Timeline
Kelman-Lazarov, Inc.561,025$54.3M7.78%+5,00513F-HRTimeline
Apriem Advisors542,530$52.5M5.01%+29,28913F-HRTimeline
Leelyn Smith, LLC511,612$49.5M6.94%+20,18613F-HRTimeline
Harbor Group, Inc.484,623$46.9M6.77%+12,73713F-HRTimeline
REGATTA CAPITAL GROUP, LLC482,403$46.6M7.06%+6,74713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC471,314$46.6M7.14%-12,41313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC479,270$46.3M5.02%-86,28713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…452,163$43.7M0.03%-64,53013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.405,471$39.2M7.82%+9,81713F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH404,482$39.1M9.51%+4,78913F-HRTimeline
CEERA INVESTMENTS, LLC393,572$38.1M16.69%-40,84013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC391,354$37.8M0.81%+36,18613F-HRTimelineGroup
Summit Asset Management, LLC386,988$37.4M5.21%+4,92513F-HRTimeline
Private Advisor Group, LLC379,060$36.7M0.17%-16,26513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…363,545$35.2M0.44%-11,85313F-HRTimelineGroup
JNBA Financial Advisors358,066$34.6M2.88%-16,53813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC351,201$34M0.05%+10,44113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP323,188$31.3M0.03%-181,40413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV322,809$31.2M0.05%-343,02513F-HRTimeline
OneDigital Investment Advisors LLC318,628$30.8M0.3%-147,99113F-HRTimeline
Richmond Investment Services, LLC302,917$29.3M4.73%+6,94413F-HRTimeline
Planned Solutions, Inc.291,485$28.2M9.3%-25413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC285,066$27.6M0.06%+5,56113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…279,722$27M0.89%-16,40013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC278,667$26.9M0.03%+107,83113F-HRTimelineGroup
Buttonwood Financial Advisors Inc.274,353$26.5M8.88%-12,85713F-HRTimeline
NewEdge Advisors, LLC271,887$26.3M0.09%+14,39013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…284,664$26.2M0.06%-70,74713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management270,078$26.1M0.3%-8,96713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…265,625$25.7M0.28%+10,78213F-HRTimelineGroup
Geneos Wealth Management Inc.253,091$24.5M0.57%-8,54713F-HRTimeline
Virtus Wealth Solutions LLC248,065$24M4.57%-4,46713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding247,047$23.9M-10,941Timeline
Integrated Wealth Concepts LLC246,468$23.8M0.19%+241,76113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…235,842$22.8M0.04%+5,79813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp234,293$22.7M<0.01%+27,01113F-HRTimelineGroup
Creative Planningin group Creative Planning232,406$22.5M0.02%+17,80513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.220,334$21.9M0.14%+143,75013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …219,384$21.2M0.41%+5,60313F-HRTimelineGroup
Summit Financial, LLC215,439$20.8M0.27%+3,40313F-HRTimeline
Berkshire Money Management, Inc.215,158$20.8M2.13%+2,54413F-HRTimeline
Steward Partners Investment Advisory, L…213,756$20.7M0.11%+2,56413F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.206,304$19.9M10.39%+6,21113F-HRTimeline
Prospera Financial Services Inc205,801$19.9M0.32%+2,30813F-HRTimeline
Visionary Wealth Advisors205,555$19.9M0.88%-6,34113F-HRTimeline
Harbour Trust & Investment Management Co203,944$19.7M2.09%+8,35113F-HRTimeline
Ethos Financial Group, LLC203,930$19.7M1.44%-3,84713F-HRTimeline
Activest Wealth Management199,112$19.3M3.38%-36,53113F-HRTimeline
Etesian Wealth Advisors, Inc.196,364$19M6.06%+5,06313F-HRTimeline
Altus Wealth Group LLC196,074$19M7.77%+8,22513F-HRTimeline
MML INVESTORS SERVICES, LLC194,212$18.8M0.05%-24,75513F-HRTimeline
Graver Capital Management, LLC191,550$18.5M14.07%+13,75513F-HRTimeline
Beaumont Asset Management, L.L.C.186,512$18M8.12%-28,13313F-HRTimeline
James J. Burns & Company, LLC182,613$17.7M2.4%+9,62713F-HRTimeline
New England Private Wealth Advisors LLC172,083$16.6M1.92%-6,38913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC170,373$16.5M<0.01%new13F-HRTimelineGroup
MAI Capital Management164,447$15.9M0.09%-1,07513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC158,734$15.3M0.01%-24,85113F-HRTimelineGroup
Tanager Wealth Management LLP149,422$14.4M1.4%-10,35913F-HRTimeline
HBW ADVISORY SERVICES LLC148,339$14.3M1.51%-22,58713F-HRTimeline
IFP Advisors, Inc146,391$14.2M0.29%-13,63113F-HRTimeline
DAVENPORT & Co LLC144,328$14M0.08%-19,86113F-HRTimeline
Sanctuary Advisors, LLC141,006$13.6M0.07%-6,13713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.137,663$13.3M0.02%+23,33113F-HRTimelineGroup
Joseph Group Capital Management136,439$13.2M3.3%+2,50013F-HRTimeline
Family Office Research LLC134,500$13M5.65%-3,51913F-HRTimeline
Sequoia Financial Advisors, LLC131,329$12.7M0.07%-21,91013F-HRTimeline
AlphaCore Capital LLC130,752$12.6M0.3%+4,91313F-HRTimeline
Goldstone Financial Group, LLC130,566$12.6M1.37%-3,35213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO130,935$12.4M<0.01%+7,09713F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …126,878$12.3M0.15%+2,83113F-HRTimelineGroup
&PARTNERS126,782$12.3M0.06%+9,69413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC126,479$12.2M0.27%-2,57613F-HR/ATimeline
Napier Financial, LLC124,658$12.1M2.76%+1,00813F-HRTimeline
Fermata Advisors, LLC124,240$12M2.71%-83013F-HRTimeline
Robertson Stephens Wealth Management, L…123,900$12M0.34%-99513F-HRTimeline
Coastline Complete Wealth LLC123,709$12M7.41%-4,72613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…120,000$11.6M0.03%-136,00013F-HR/ATimelineGroup
Unique Wealth Strategies, LLC117,184$11.3M4.64%-7,75113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,927$11.1M0.02%-63,37813F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.111,293$10.8M1.49%13F-HRTimeline
Employees' Retirement Fund of the City …108,074$10.5M4.54%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.107,093$10.4M1.17%+22,50213F-HRTimeline
Farrow Financial, Inc.104,611$10.1M5.74%-59413F-HRTimeline
Boyce & Associates Wealth Consulting, I…102,596$9.92M7.51%-79413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding100,055$9.67M+577Timeline
VestGen Advisors, LLC96,364$9.63M0.27%+64,43713F-HRTimeline
Aspen Wealth Strategies, LLC98,218$9.5M5.1%-1,35313F-HRTimeline
Janney Montgomery Scott LLC97,895$9.47M0.02%+3,37013F-HRTimeline
46 Peaks LLC96,548$9.34M6.8%+2,96113F-HRTimeline
Ferguson Shapiro LLC94,614$9.15M2.79%+5,78313F-HRTimeline
CABOT WEALTH MANAGEMENT INC93,899$9.08M1.04%+15,79513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC91,826$8.88M0.04%-67,06213F-HRTimelineGroup
Independent Advisor Alliance91,787$8.88M0.1%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,450$8.84M0.01%new13F-HRTimelineGroup
Philadelphia Investment Partners, LLC91,115$8.81M5.99%13F-HRTimeline
Acorn Wealth Advisors, LLC89,402$8.65M2.52%-27213F-HRTimeline
Qube Research & Technologies Ltd88,990$8.61M0.01%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC87,987$8.51M5.08%-39713F-HRTimeline
FWG Holdings, LLC85,655$8.31M3.14%-85213F-HRTimeline
EnRich Financial Partners LLC85,071$8.23M2.18%-33313F-HRTimeline
MCF Advisors LLC82,897$8.02M0.35%-2,37813F-HRTimeline
Philip James Wealth Mangement, LLC81,617$7.89M0.91%-38,01713F-HRTimeline
Onyx Bridge Wealth Group LLC80,710$7.8M0.84%-2,26313F-HRTimeline
Beaumont Financial Advisors, LLC80,248$7.76M0.53%-1,11513F-HRTimeline
TPG Advisors LLC79,505$7.69M4.79%-14,18013F-HRTimeline
Foundations Investment Advisors, LLC75,751$7.33M0.09%+11,61513F-HRTimeline
Allworth Financial LP74,435$7.2M0.03%-4,26913F-HRTimeline
Copley Financial Group, Inc.73,860$7.14M4.31%-3,72013F-HRTimeline
Boomfish Wealth Group, LLC73,381$7.1M3.79%+1,19013F-HRTimeline
Sigma Planning Corp72,054$6.97M0.19%-4,34313F-HRTimeline
Perigon Wealth Management, LLC71,898$6.95M0.13%-12,70013F-HRTimeline
Paller Financial Services Inc70,934$6.86M5.67%-1,34113F-HRTimeline
American National Bank of Texas70,706$6.84M6.52%-76513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,392$6.81M+36,877Timeline
Darrow Company, Inc.70,147$6.78M3.05%-4,27213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.69,144$6.69M4.37%-14,02913F-HRTimeline
Koss-Olinger Consulting, LLC68,990$6.67M0.56%013F-HRTimeline
Roundview Capital LLC68,989$6.67M0.42%-37513F-HRTimeline
TME FINANCIAL, INC.68,751$6.65M4.61%+3,56913F-HRTimeline
Mengis Capital Management, Inc.67,292$6.51M1.12%+2,96913F-HRTimeline
Guilbault Capital LLC67,241$6.5M7.12%+75913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP67,183$6.5M0.01%-3,39913F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC67,155$6.49M0.43%+95813F-HRTimeline
Tulsa Wealth Advisors, INC66,093$6.39M1.12%new13F-HRTimeline
Laurel Wealth Planning LLC64,049$6.19M3.27%-2913F-HRTimeline
WIMMER ASSOCIATES 1, LLC63,767$6.17M3.01%-1,00113F-HRTimeline
Selby Wealth Management, LLC60,696$5.87M2.31%+5,79413F-HRTimeline
Allen Capital Group, LLC58,956$5.7M0.51%+66513F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …58,775$5.68M0.67%-94,11613F-HRTimeline
Cornerstone Advisory, LLC58,428$5.65M0.54%-90113F-HRTimeline
D.A. DAVIDSON & CO.58,407$5.65M0.03%-9,15213F-HRTimeline
Argent Trust Co58,277$5.64M0.19%+47713F-HRTimeline
Midwest Financial Group LLC57,686$5.58M2.38%+77213F-HRTimeline
Tacita Capital Inc57,524$5.56M3.29%-6,36713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,328$5.45M<0.01%+14,02013F-HRTimelineGroup
WealthPlan Investment Management, LLC55,504$5.37M0.3%-41,46013F-HRTimeline
Elevation Capital Advisory, LLC55,131$5.33M2.27%-21,03113F-HRTimeline
Fortune Financial Advisors, LLC54,641$5.28M2.69%-96313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…53,109$5.14M0.1%-13913F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,963$5.12M0.03%+60413F-HRTimeline
Sunpointe, LLC52,649$5.09M1.67%-4,79313F-HRTimeline
Eagle Strategies LLC51,781$5.01M0.6%-21,00813F-HRTimeline
Betterment LLC51,423$4.97M0.01%+3,43213F-HRTimeline
Tranquility Partners, LLC52,079$4.93M1.86%+7413F-HRTimeline
Gladstone Institutional Advisory LLC50,154$4.85M0.18%-10,66713F-HRTimeline
Modern Wealth Management, LLC49,541$4.78M0.08%-1,96713F-HRTimeline
Capital Investment Advisory Services, L…48,805$4.72M0.34%+34713F-HRTimeline
Ducere Wealth Management LLC48,620$4.7M1.87%-3,02813F-HRTimeline
SMITH, MOORE & CO.48,166$4.66M0.34%+89313F-HRTimeline
Farrell Financial LLC46,961$4.54M2.71%-79613F-HRTimeline
LEGACY SOLUTIONS, LLC46,956$4.54M4.21%-11,16613F-HRTimeline
Obermeyer Wealth Partners46,605$4.51M0.21%-113,58813F-HRTimeline
FMR LLCin group FMR LLC46,592$4.51M<0.01%+1,33213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,549$4.5M0.01%-3,05113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.46,457$4.49M0.21%+4,09113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,388$4.49M0.14%-9,51013F-HRTimeline
FLOW TRADERS U.S. LLC45,984$4.45M0.14%new13F-HRTimeline
GTS SECURITIES LLC45,873$4.44M0.16%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45,757$4.42M0.11%+45,75213F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/45,354$4.39M1.21%-16713F-HRTimeline
Sterling Investment Advisors, Ltd.44,639$4.32M0.78%-2,51013F-HRTimeline
Rehmann Capital Advisory Group44,546$4.31M0.22%-36013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,436$4.3M0.23%+1,04513F-HRTimelineGroup
PSI Advisors, LLC44,369$4.29M1.03%-23013F-HRTimeline
IHT Wealth Management, LLC43,887$4.24M0.1%-1,38813F-HRTimeline
Patton Albertson Miller Group, LLC43,700$4.23M0.5%-88713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,185$4.18M0.06%+2,70913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding43,143$4.17M-1,089Timeline
Goepper Burkhardt LLC43,009$4.16M1.39%-1,14513F-HRTimeline
KINTRA WEALTH, LLC42,994$4.16M0.29%+1,94613F-HRTimeline
WILLIAM JOHN SEMPOLINSKI42,464$4.11M2.06%+1,37013F-HRTimeline
Opal Wealth Advisors, LLC42,452$4.11M0.93%+2,21513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC42,148$4.08M1.48%-4,84813F-HR/ATimelineGroup
Ayalon Insurance Comp Ltd.42,115$4.07M0.83%+1,53113F-HRTimeline
Atlas Wealth LLC41,404$4M1.2%+2,81113F-HR/ATimeline