Who Owns VanEck Morningstar Wide Moat ETF (MOAT)?Hedge Fund & Institutional Holders

$98.38-0.06 (-0.06%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$76.53$84.31$92.10$99.89$107.67Sep 24Jun 25Mar 26

MOAT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.4M+$141.0B
JONES FINANCIAL COMPANIES LLLPNew Position+1.2M+$128.0B
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+596K+$61.0B
FINANCIAL MANAGEMENT NETWORK INCNew Position+484K+$50.1B
REGATTA CAPITAL GROUP, LLCNew Position+476K+$49.3B
CEERA INVESTMENTS, LLCNew Position+434K+$45.0B
G2 CAPITAL MANAGEMENT, LLC / OHNew Position+400K+$41.4B
Whitaker-Myers Wealth Managers, LTD.New Position+396K+$41.0B
STEPHENS INC /AR/New Position+375K+$38.9B
New England Private Wealth Advisors LLCIncreased+331K+$35.5B
Planned Solutions, Inc.New Position+292K+$30.2B
Buttonwood Financial Advisors Inc.New Position+287K+$29.7B
Geneos Wealth Management Inc.New Position+262K+$27.1B
Activest Wealth ManagementNew Position+236K+$24.4B
Beaumont Asset Management, L.L.C.New Position+215K+$22.2B

MOAT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mesirow Financial Investment Management, Inc.Decreased-643K-$260.2B
Cetera Investment AdvisersDecreased-52K-$121.1B
HighTower Advisors, LLCDecreased-25K-$59.8B
Apexium Financial, LPClosed Position-588K-$58.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-504K-$51.1B
Brookstone Capital ManagementDecreased-27K-$30.3B
NewEdge Advisors, LLCDecreased-676-$25.6B
Dynamic Advisor Solutions LLCDecreased-225K-$22.5B
Creative PlanningDecreased-11K-$22.3B
Prospera Financial Services IncDecreased-4K-$20.5B
MAI Capital ManagementDecreased-3K-$16.7B
Kathleen S. Wright Associates Inc.Closed Position-168K-$16.7B
JOURNEY STRATEGIC WEALTH LLCDecreased-155K-$15.6B
OSAIC HOLDINGS, INC.Decreased-159K-$14.1B
SK Wealth Management, LLCDecreased-131K-$13.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/4,561,323$472.0B0.03%Share
2Boulay Financial Advisors, LLC2,132,699$220.9B25.97%Share
3RAYMOND JAMES FINANCIAL INC1,648,276$170.0B0.05%Share
4WELLS FARGO & COMPANY/MN1,467,526$151.0B0.03%Share
5BANK OF AMERICA CORP /DE/1,434,293$148.0B0.01%Share
6COMMONWEALTH EQUITY SERVICES, LLC1,369,181$141.0B0.19%Share
7RAYMOND JAMES FINANCIAL INC1,325,641$137.0B0.04%Share
8JONES FINANCIAL COMPANIES LLLP1,238,884$128.0B0.08%Share
9AMERIPRISE FINANCIAL INC919,274$95.0B0.02%Share
10Provenance Wealth Advisors, LLC891,309$92.3B10.23%Share
11WELLS FARGO & COMPANY/MN818,419$84.0B0.02%Share
12UBS Group AG773,221$80.1B0.01%Share
13FIRST FOUNDATION ADVISORS708,024$73.3B2.76%Share
14ROYAL BANK OF CANADA711,120$73.0B0.01%Share
15MERCER GLOBAL ADVISORS INC /ADV665,834$68.0B0.10%Share
16SFMG, LLC640,814$66.4B4.45%Share
17Verde Capital Management626,318$64.9B13.83%Share
18UNITED CAPITAL FINANCIAL ADVISORS, LLC596,396$61.0B0.37%Share
19New England Private Wealth Advisors LLC510,560$53.3B3.21%Share
20Apriem Advisors513,241$53.2B4.88%Share
21OSAIC HOLDINGS, INC.512,772$53.0B0.08%Share
22FINANCIAL MANAGEMENT NETWORK INC483,727$50.1B7.92%Share
23REGATTA CAPITAL GROUP, LLC475,656$49.3B7.44%Share
24Harbor Group, Inc.471,886$48.9B7.31%Share
25OneDigital Investment Advisors LLC466,619$48.0B0.47%Share
26CEERA INVESTMENTS, LLC434,412$45.0B17.38%Share
27G2 CAPITAL MANAGEMENT, LLC / OH399,693$41.4B9.98%Share
28Whitaker-Myers Wealth Managers, LTD.395,654$41.0B8.55%Share
29Private Advisor Group, LLC395,325$40.0B0.19%Share
30STEPHENS INC /AR/375,398$38.9B0.48%Share
31STIFEL FINANCIAL CORP342,347$35.0B0.03%Share
32UBS Group AG326,395$33.8B0.01%Share
33Richmond Investment Services, LLC295,973$30.6B5.30%Share
34Planned Solutions, Inc.291,739$30.2B9.69%Share
35LEVEL FOUR ADVISORY SERVICES, LLC296,122$30.0B0.98%Share
36Buttonwood Financial Advisors Inc.287,210$29.7B9.92%Share
37ASSETMARK, INC279,505$28.9B0.06%Share
38Geneos Wealth Management Inc.261,638$27.1B0.66%Share
39Virtus Wealth Solutions LLC252,532$26.2B4.96%Share
40Activest Wealth Management235,643$24.4B4.56%Share
41Rockefeller Capital Management L.P.230,044$23.0B0.04%Share
42Beaumont Asset Management, L.L.C.214,645$22.2B11.11%Share
43Wealthcare Advisory Partners LLC213,781$22.1B0.43%Share
44Visionary Wealth Advisors211,896$21.9B0.99%Share
45Ethos Financial Group, LLC207,777$21.5B1.59%Share
46Steward Partners Investment Advisory, LLC211,192$21.0B0.12%Share
47Harbour Trust & Investment Management Co194,394$20.1B2.05%Share
48Etesian Wealth Advisors, Inc.191,301$19.8B6.21%Share
49Altus Wealth Group LLC187,849$19.5B7.77%Share
50CITIGROUP INC183,585$19.0B0.01%Share

MOAT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025696$4.3T+323
Q3 2025373$4.0T-250
Q2 2025623$6.5T-65
Q1 2025688$6.9T+150
Q4 2024538$166.5T+142
Q3 2024396$1406.3T+11
Q2 2024385$384.8T+22
Q1 2024363$322.2T—

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As of Q4 2025, 50 institutional investors hold MOAT (VanEck Morningstar Wide Moat ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $472.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MOAT?

As of Q4 2025, 50 institutional investors report holding MOAT (VanEck Morningstar Wide Moat ETF) in their 13F filings.

Who is the largest institutional holder of MOAT?

The largest institutional holder of MOAT is BANK OF AMERICA CORP /DE/ with $472.0B in shares.

Is institutional ownership of MOAT increasing or decreasing?

This quarter, 14 institutions opened new positions in MOAT and 2 closed their positions.