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Disclosery

MOAT VANECK ETF TRUST

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MRNGSTR WDE MOAT (fund)

Filings received so far for Q3 2026: 36 13F filers report a position in MOAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Whitaker-Myers Wealth Managers, LTD.452,541$47.8M7.79%+21,84013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC101,572$10.8M1.55%-40,04813F-HRTimeline
American National Bank of Texas73,776$7.8M7.12%+2,17513F-HRTimeline
Ayalon Insurance Comp Ltd.43,747$4.62M0.38%+1,63213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP34,269$3.62M0.26%-3,68113F-HRTimelineGroup
Tactive Advisors, LLC30,164$3.19M0.77%-1,36113F-HRTimeline
Farther Finance Advisors, LLC29,917$3.16M0.02%-35913F-HRTimeline
S.E.E.D. Planning Group LLC23,670$2.5M0.61%+13,55213F-HRTimeline
YHB Investment Advisors, Inc.21,723$2.3M0.14%-2,71113F-HRTimeline
Wealth Enhancement Trust Services, Inc.21,001$2.22M0.24%013F-HRTimeline
LEGACY SOLUTIONS, LLC13,548$1.43M1.09%-49213F-HRTimeline
Echo45 Advisors LLC12,564$1.33M0.61%-9913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV12,322$1.3M0.92%-78013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC11,753$1.24M0.8%-1,82613F-HRTimeline
Castle Rock Wealth Management, LLC9,128$988K0.19%-22113F-HRTimeline
Kaydan Wealth Management, Inc.8,808$931K0.32%013F-HRTimeline
FIRST COMMUNITY TRUST NA8,242$871K0.29%013F-HRTimeline
Box Hill Private Wealth LLC5,757$609K0.44%new13F-HRTimeline
Legacy Private Trust Co.5,215$551K0.03%013F-HRTimeline
Dorato Capital Management4,931$531K0.35%-32413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,077$325K0.02%-85513F-HRTimeline
Atlas Brown,Inc.2,880$304K0.08%-25113F-HRTimeline
CapWealth Advisors, LLC2,786$294K0.02%013F-HRTimeline
Emergent Wealth Advisors, LLC2,319$245K0.13%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,149$227K0.02%-18013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,066$219K0.06%013F-HRTimeline
CoreCap Advisors, LLC1,227$130K<0.01%-14413F-HRTimeline
GAMMA Investing LLC1,015$107K<0.01%+78513F-HRTimeline
Rosenberg Matthew Hamilton458$48.4K0.01%013F-HRTimeline
Trust Co287$30.3K<0.01%013F-HRTimeline
GK Wealth Management LLC103$10.9K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$8.99K<0.01%013F-HRTimeline
CX Institutional73$8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC72$7.61K<0.01%new13F-HRTimeline
Bullock Wealth Management Group13$1.38K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$73<0.01%-19513F-HRTimelineGroup