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VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
479
Total
Institutional Inflows
(last 12 months)
$2.72B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$691.79M
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MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 XML Financial LLC8,110$729K0.1%+155.8%0.005%
5/17/2024 Western Pacific Wealth Management LP5,151$463K0.3%-38.1%0.003%
5/17/2024 WealthPlan Investment Management LLC54,725$4.92M0.8%-33.0%0.032%
5/17/2024 Pineridge Advisors LLC361$32K0.0%-49.2%0.000%
5/17/2024 Comerica Bank51,372$4.62M0.0%+12.9%0.030%
5/16/2024 Sugar Maple Asset Management LLC60,285$5.42M5.2%N/A0.036%
5/16/2024 B. Riley Wealth Advisors Inc.55,045$4.95M0.1%-12.3%0.033%
5/16/2024 Ancora Advisors LLC173,250$15.58M0.4%+33.3%0.102%
5/16/2024 Kraft Davis & Associates LLC45,278$4.01M1.2%-5.3%0.027%
5/16/2024 Captrust Financial Advisors305,964$27.51M0.1%-1.8%0.181%
5/15/2024 Beck Capital Management LLC6,139$552K0.2%-2.0%0.004%
5/15/2024 Quadrature Capital Ltd14,731$1.32M0.0%N/A0.009%
5/14/2024 EP Wealth Advisors LLC342,818$30.82M0.4%+115.0%0.203%
5/14/2024 Freestone Capital Holdings LLC2,394$215K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC15,482$1.39M0.1%+418.7%0.009%
5/14/2024 Sentinel Pension Advisors Inc.54,691$4.92M1.1%+10.1%0.032%
5/14/2024 Sax Wealth Advisors LLC7,127$641K0.1%+73.2%0.004%
5/14/2024 Leelyn Smith LLC440,347$39.59M7.9%+2.9%0.261%
5/14/2024 Burns Matteson Capital Management LLC23,493$2.11M1.2%+494.2%0.014%
5/14/2024 Lake Street Advisors Group LLC3,541$318K0.0%N/A0.002%
5/13/2024 Goepper Burkhardt LLC46,982$4.15M1.9%+525.6%0.028%
5/13/2024 O Shaughnessy Asset Management LLC1,082$97K0.0%+196.4%0.001%
5/11/2024 Resurgent Financial Advisors LLC18,658$1.68M0.9%+103.7%0.011%
5/11/2024 Beaumont Financial Advisors LLC307,872$27.68M2.3%+28.9%0.183%
5/11/2024 Jacobi Capital Management LLC6,412$576K0.1%+5.7%0.004%
5/10/2024 Osaic Holdings Inc.1,739,857$156.38M0.3%+12.8%1.032%
5/10/2024 Clearstead Trust LLC501$45K0.0%N/A0.000%
5/10/2024 First Foundation Advisors1,019,331$91.64M3.7%+57.8%0.605%
5/10/2024 Kelman Lazarov Inc.545,010$49.00M9.6%+0.7%0.323%
5/10/2024 Wintrust Investments LLC14,391$1.29M0.1%+1.2%0.009%
5/9/2024 ProVise Management Group LLC11,757$1.06M0.1%-2.0%0.007%
5/9/2024 Private Portfolio Partners LLC47,549$4.28M0.9%+5.2%0.028%
5/9/2024 Blair William & Co. IL40,156$3.61M0.0%+4.5%0.024%
5/9/2024 Orion Portfolio Solutions LLC98,391$8.85M0.1%-22.4%0.058%
5/9/2024 Kingsview Wealth Management LLC6,497$584K0.0%-13.9%0.004%
5/9/2024 Landaas & Co. WI ADV6,350$571K0.2%-9.2%0.004%
5/9/2024 TTP Investments Inc.407,419$36.63M16.0%+15.3%0.242%
5/9/2024 Texas Yale Capital Corp.2,250$202K0.0%N/A0.001%
5/9/2024 Hudson Value Partners LLC11,982$1.08M0.5%+12.0%0.007%
5/9/2024 Endowment Wealth Management Inc.14,817$1.33M1.0%N/A0.009%
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5/8/2024 Barings LLC188,768$16.97M0.4%+91.4%0.112%
5/8/2024 Berkshire Money Management Inc.227,182$20.42M2.5%+60.2%0.135%
5/8/2024 Cozad Asset Management Inc.14,663$1.32M0.1%+26.3%0.009%
5/8/2024 MAI Capital Management240,459$21.62M0.2%-5.5%0.143%
5/8/2024 Sheets Smith Wealth Management10,981$987K0.1%+6.4%0.007%
5/8/2024 Ethos Financial Group LLC189,532$17.04M3.2%+0.2%0.112%
5/8/2024 Bleakley Financial Group LLC14,201$1.28M0.0%+1.0%0.008%
5/8/2024 Avantax Advisory Services Inc.106,711$9.59M0.1%+6.2%0.063%
5/8/2024 US Bancorp DE15,571$1.40M0.0%+3.9%0.009%
5/8/2024 Trademark Financial Management LLC93,660$8.42M7.0%-18.9%0.056%
5/8/2024 Tranquility Partners LLC58,397$5.25M2.0%+1.1%0.035%
5/8/2024 Keeler Thomas Management LLC13,071$1.18M0.4%+27.8%0.008%
5/8/2024 Inspire Advisors LLC26,963$2.42M0.3%-4.3%0.016%
5/8/2024 Thoroughbred Financial Services LLC112,277$10.09M1.0%-4.9%0.067%
5/7/2024 Anson Capital Inc.43,028$3.87M5.6%+4.6%0.026%
5/7/2024 Sfmg LLC578,497$52.01M4.5%-2.2%0.343%
5/7/2024 Concurrent Investment Advisors LLC15,160$1.36M0.1%+40.2%0.009%
5/7/2024 WealthPLAN Partners LLC173,013$15.55M1.6%-3.9%0.103%
5/7/2024 Oppenheimer & Co. Inc.118,341$10.64M0.2%+10.1%0.070%
5/7/2024 Obermeyer Wood Investment Counsel Lllp769,035$69.14M4.1%+9.5%0.456%
5/6/2024 Envestnet Portfolio Solutions Inc.77,692$6.98M0.0%+10.4%0.046%
5/6/2024 CFO4Life Group LLC4,847$436K0.1%+90.2%0.003%
5/6/2024 MGB Wealth Management LLC7,256$651K0.3%+7.8%0.004%
5/6/2024 Davidson Capital Management Inc.687,740$61.83M19.9%+0.5%0.408%
5/6/2024 VitalStone Financial LLC42,728$3.84M2.9%-5.6%0.025%
5/4/2024 Geneos Wealth Management Inc.335,344$30.15M1.4%+1.2%0.199%
5/4/2024 DAVENPORT & Co LLC232,294$20.88M0.1%+34.1%0.138%
5/4/2024 9258 Wealth Management LLC23,714$2.13M0.3%+7.7%0.014%
5/4/2024 Valley Wealth Managers Inc.224,535$20.19M1.5%-7.6%0.133%
5/4/2024 Csenge Advisory Group17,893$1.61M0.1%-9.0%0.011%
5/3/2024 Clarity Capital Partners LLC4,511$406K0.3%-66.5%0.003%
5/3/2024 Larson Financial Group LLC11,868$1.07M0.1%-6.5%0.007%
5/3/2024 Rehmann Capital Advisory Group47,181$4.24M0.3%+5.1%0.028%
5/3/2024 Boomfish Wealth Group LLC79,596$7.16M4.8%-0.7%0.047%
5/3/2024 United Community Bank18,890$1.70M0.7%+364.1%0.011%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.18,588$1.67M0.7%-1.4%0.011%
5/2/2024 Mutual Advisors LLC45,469$4.09M0.1%+13.8%0.027%
5/2/2024 Smart Money Group LLC330,399$28.23M11.1%-4.1%0.196%
5/2/2024 Salomon & Ludwin LLC400$36K0.0%N/A0.000%
5/2/2024 USAdvisors Wealth Management LLC55,880$5.00M1.9%-4.5%0.033%
5/2/2024 Farrow Financial Inc.102,742$9.24M6.5%+1.5%0.061%
5/2/2024 Centerpoint Advisors LLC616$55K0.0%N/A0.000%
5/2/2024 Lionsbridge Wealth Management LLC79,291$7.13M5.5%+36.0%0.047%
5/2/2024 Pittenger & Anderson Inc.1,200$108K0.0%N/A0.001%
5/2/2024 Gilbert & Cook Inc.8,212$738K0.1%-11.0%0.005%
5/2/2024 Lincoln National Corp46,503$4.18M0.1%+30.8%0.028%
5/2/2024 Mendel Money Management2,685$241K0.1%N/A0.002%
5/2/2024 Darrow Company Inc.172,066$15.47M10.1%+5.1%0.102%
5/2/2024 Cross Staff Investments Inc23,704$2.13M1.8%+1.0%0.014%
5/1/2024 Tanager Wealth Management LLP420,291$37.78M6.1%+6.5%0.249%
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5/1/2024 StoneX Group Inc.41,612$3.74M0.4%+0.9%0.025%
5/1/2024 Janney Montgomery Scott LLC246,674$22.18M0.1%+17.3%0.146%
5/1/2024 Mission Wealth Management LP163,386$14.69M0.4%+2,365.1%0.097%
5/1/2024 Flynn Zito Capital Management LLC77,505$6.97M3.6%+2,017.0%0.046%
5/1/2024 McCarthy & Cox51,804$4.66M1.8%N/A0.031%
5/1/2024 Sequoia Financial Advisors LLC380,157$34.18M0.4%+0.4%0.226%
4/30/2024 Private Advisor Group LLC714,172$64.20M0.5%+26.2%0.424%
4/30/2024 J.W. Cole Advisors Inc.20,523$1.85M0.1%+3.2%0.012%
4/30/2024 Hartline Investment Corp23,656$2.13M0.4%N/A0.014%
4/30/2024Concord Wealth Partners13,600$1.22M0.2%+10.6%0.008%
(Data available from 1/1/2016 forward)

MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 571 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Morgan Stanley ($514.44M), LPL Financial LLC ($417.45M), Bank of America Corp DE ($346.45M), Raymond James Financial Services Advisors Inc. ($291.94M), Mesirow Financial Investment Management Inc. ($225.52M), Commonwealth Equity Services LLC ($221.09M), and Raymond James & Associates ($212.87M).Learn more on MOAT's institutional investors.

Which institutional investors have been buying VanEck Morningstar Wide Moat ETF stock?

Of the 519 institutional investors that purchased VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.29M), Mesirow Financial Investment Management Inc. ($2.51M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.36M), Morgan Stanley ($1.14M), UBS Group AG ($988.10K), and Thrivent Financial for Lutherans ($982.16K).

How much institutional buying is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have bought a total of 41,027,725 shares in the last 24 months. This purchase volume represents approximately $3.27B in transactions.

Which VanEck Morningstar Wide Moat ETF major shareholders have been selling company stock?

Of the 235 institutional investors that sold VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soundwatch Capital LLC ($2.69M), Raymond James Financial Services Advisors Inc. ($1.27M), EP Wealth Advisors LLC ($1.07M), Prudential PLC ($705.94K), LPL Financial LLC ($525.12K), Resources Investment Advisors LLC. ($488.19K), and Paul Damon & Associates Inc. ($440.65K).

How much institutional selling is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have sold a total of 11,760,918 shares in the last 24 months. This volume of shares sold represents approximately $888.76M in transactions.


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This page (BATS:MOAT) was last updated on 5/19/2024 by MarketBeat.com Staff

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