VANECK MORNINGSTAR WIDE MOAT MOAT
$106.29
+1.1% 52w: $89.41 – $107.67
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data89.4198.54107.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
716
-6 QoQ
13F value
$6.95B
-10.2% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$203K calls / — puts
Institutional value by quarter
Number of holders
Who owns MOAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 6.0M | $583.8M | 0.0% | -5.9% |
| LPL Financial LLC | Bank broker | 5.8M | $563.8M | 0.1% | -11.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.7M | $554.3M | 0.0% | -5.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.7M | $259.5M | 0.1% | -11.6% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 2.7M | $258.7M | 4.2% | +34.8% |
| Boulay Financial Advisors, LLC | Wealth advisor | 2.2M | $214.7M | 24.6% | +4.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $203.4M | 0.0% | -8.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.4M | $130.0M | 0.1% | +11.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $130.0M | 0.2% | -1.8% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $112.0M | 0.1% | -1.1% |
| Southern Farm Bureau Life Insurance | Wealth advisor | 1.1M | $107.2M | 11.3% | Held |
| UBS Group AG | Bank broker | 938.5K | $90.7M | 0.0% | -15.2% |
| Provenance Wealth Advisors, LLC | Wealth advisor | 866.0K | $83.7M | 8.9% | -2.8% |
| ROYAL BANK OF CANADA | Bank broker | 833.8K | $80.6M | 0.0% | +10.8% |
| FIRST FOUNDATION ADVISORS | Other | 743.4K | $71.9M | 2.9% | -2.3% |
| SFMG, LLC | Wealth advisor | 672.3K | $65.0M | 4.5% | +4.9% |
| Verde Capital Management | Wealth advisor | 658.2K | $63.7M | 13.6% | +5.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 656.1K | $63.4M | 0.2% | -4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 638.6K | $61.8M | 0.1% | +9.5% |
| CWM, LLC | Wealth advisor | 624.9K | $60.4M | 0.2% | -3.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 611.4K | $59.1M | 0.4% | +2.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 603.0K | $58.4M | 0.0% | -35.3% |
| HighTower Advisors, LLC | Diversified mechanical | 574.2K | $55.5M | 0.1% | -0.7% |
| Kelman-Lazarov, Inc. | Wealth advisor | 561.0K | $54.3M | 7.8% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 552.6K | $53.4M | 0.0% | +12.1% |
| Apriem Advisors | Wealth advisor | 542.5K | $52.5M | 5.0% | +5.7% |
| Leelyn Smith, LLC | Other | 511.6K | $49.5M | 6.9% | +4.1% |
| Harbor Group, Inc. | Wealth advisor | 484.6K | $46.9M | 6.8% | +2.7% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 482.4K | $46.6M | 7.1% | +1.4% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 471.3K | $46.6M | 7.1% | -2.6% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 479.3K | $46.3M | 5.0% | -15.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 452.2K | $43.7M | 0.0% | -12.5% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 405.5K | $39.2M | 7.8% | +2.5% |
| G2 CAPITAL MANAGEMENT, LLC / OH | Wealth advisor | 404.5K | $39.1M | 9.5% | +1.2% |
| CEERA INVESTMENTS, LLC | Other | 393.6K | $38.1M | 16.7% | -9.4% |
| Ancora Advisors LLC | Diversified mechanical | 391.4K | $37.8M | 0.8% | +10.2% |
| Summit Asset Management, LLC | Wealth advisor | 387.0K | $37.4M | 5.2% | +1.3% |
| Private Advisor Group, LLC | Wealth advisor | 379.1K | $36.7M | 0.2% | -4.1% |
| STEPHENS INC /AR/ | Diversified mechanical | 363.5K | $35.2M | 0.4% | -3.2% |
| JNBA Financial Advisors | Wealth advisor | 358.1K | $34.6M | 2.9% | -4.4% |
| Cerity Partners LLC | Diversified mechanical | 351.2K | $34.0M | 0.0% | +3.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 323.2K | $31.3M | 0.0% | -36.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 322.8K | $31.2M | 0.0% | -51.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 318.6K | $30.8M | 0.3% | -31.7% |
| Richmond Investment Services, LLC | Wealth advisor | 302.9K | $29.3M | 4.7% | +2.3% |
| Planned Solutions, Inc. | Wealth advisor | 291.5K | $28.2M | 9.3% | -0.1% |
| ASSETMARK, INC | Wealth advisor | 285.1K | $27.6M | 0.1% | +2.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 279.7K | $27.0M | 0.9% | -5.5% |
| Mariner, LLC | Diversified mechanical | 278.7K | $26.9M | 0.0% | +63.1% |
| Buttonwood Financial Advisors Inc. | Other | 274.4K | $26.5M | 8.9% | -4.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.