VANECK ETF TRUST (MOAT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
702
Reporting holders
$6.6B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $595.3M | 5,726,513 | 0.03% | 35q | -5.1%-$32.3M |
| BANK OF AMERICA CORP /DE/ | $550.1M | 5,291,391 | 0.04% | 31q | -7.7%-$45.9M |
| LPL Financial LLC | $543.3M | 5,225,881 | 0.12% | 31q | -10.4%-$62.8M |
| Mesirow Financial Investment Management, Inc. | $275.2M | 2,647,494 | 4.32% | 11q | -1.0%-$2.9M |
| RAYMOND JAMES FINANCIAL INC | $242.6M | 2,333,506 | 0.07% | 7q | -13.0%-$36.4M |
| Boulay Financial Advisors, LLC | $237.8M | 2,287,619 | 22.02% | 6q | +3.0%+$7.0M |
| WELLS FARGO & COMPANY/MN | $197.0M | 1,895,284 | 0.03% | 31q | -55.0%-$240.4M |
| JONES FINANCIAL COMPANIES LLLP | $140.3M | 1,360,250 | 0.06% | 11q | -1.3%-$1.9M |
| Cetera Investment Advisers | $119.9M | 1,153,632 | 0.11% | 23q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $117.5M | 1,130,118 | 0.15% | 31q | -15.9%-$22.2M |
| Provenance Wealth Advisors, LLC | $87.8M | 844,350 | 8.36% | 12q | -2.5%-$2.3M |
| ROYAL BANK OF CANADA | $87.7M | 843,420 | 0.01% | 31q | +1.2%+$997.5K |
| UBS Group AG | $75.4M | 724,938 | 0.01% | 31q | -22.8%-$22.2M |
| Verde Capital Management | $71.8M | 690,661 | 13.28% | 27q | +4.9%+$3.4M |
| SFMG, LLC | $70.8M | 681,430 | 4.27% | 31q | +1.4%+$950.6K |
| OSAIC HOLDINGS, INC. | $66.3M | 637,255 | 0.08% | 26q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $64.4M | 619,542 | 0.04% | 22q | +91.9%+$30.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $64.2M | 617,016 | 0.35% | 3q | +0.9%+$589.0K |
| FIRST FOUNDATION ADVISORS | $61.7M | 593,918 | 2.22% | 25q | -20.1%-$15.5M |
| Kelman-Lazarov, Inc. | $58.5M | 562,820 | 7.67% | 31q | HELD |
| HighTower Advisors, LLC | $56.0M | 539,046 | 0.05% | 22q | -6.1%-$3.7M |
| Leelyn Smith, LLC | $55.0M | 529,240 | 6.69% | 27q | +3.4%+$1.8M |
| AMERIPRISE FINANCIAL INC | $55.0M | 528,915 | 0.01% | 31q | -56.1%-$70.4M |
| Harbor Group, Inc. | $52.1M | 500,928 | 6.12% | 11q | +3.4%+$1.7M |
| REGATTA CAPITAL GROUP, LLC | $49.7M | 477,919 | 6.68% | 19q | -0.9%-$466.2K |
| CAHILL FINANCIAL ADVISORS INC | $49.5M | 476,253 | 4.75% | 28q | -0.6%-$313.6K |
| Apriem Advisors | $49.2M | 473,733 | 4.26% | 26q | -12.7%-$7.2M |
| ENVESTNET ASSET MANAGEMENT INC | $48.4M | 465,552 | 0.01% | 31q | -15.8%-$9.0M |
| Whitaker-Myers Wealth Managers, LTD. | $44.8M | 430,701 | 7.48% | 15q | +6.2%+$2.6M |
| Ancora Advisors LLC | $43.1M | 414,625 | 0.83% | 31q | +5.9%+$2.4M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $43.0M | 413,518 | 9.37% | 19q | +2.2%+$939.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.6M | 410,179 | 0.02% | 31q | -9.3%-$4.4M |
| Summit Asset Management, LLC | $40.7M | 391,235 | 5.21% | 28q | +1.1%+$441.5K |
| STEPHENS INC /AR/ | $37.5M | 361,144 | 0.42% | 31q | -0.7%-$249.6K |
| Cerity Partners LLC | $35.9M | 345,579 | 0.04% | 29q | -1.6%-$584.5K |
| JNBA Financial Advisors | $35.2M | 338,932 | 2.67% | 31q | -5.3%-$2.0M |
| ASSETMARK, INC | $34.0M | 326,978 | 0.06% | 13q | +14.7%+$4.4M |
| OneDigital Investment Advisors LLC | $31.8M | 305,588 | 0.27% | 31q | -4.1%-$1.4M |
| Integrated Wealth Concepts LLC | $30.4M | 292,415 | 0.15% | 14q | +18.6%+$4.8M |
| Planned Solutions, Inc. | $30.0M | 288,767 | 8.60% | 23q | -0.9%-$282.6K |
| GOLDMAN SACHS GROUP INC | $30.0M | 288,598 | 0.00% | 2q | +69.4%+$12.3M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $29.5M | 283,812 | 0.83% | 31q | +1.5%+$425.2K |
| NewEdge Advisors, LLC | $29.1M | 279,802 | 0.09% | 19q | +42.1%+$8.6M |
| Buttonwood Financial Advisors Inc. | $28.2M | 271,209 | 8.58% | 19q | -1.1%-$326.9K |
| STIFEL FINANCIAL CORP | $27.6M | 265,937 | 0.02% | 31q | -17.7%-$6.0M |
| Brookstone Capital Management | $27.1M | 260,797 | 0.27% | 31q | -3.4%-$964.9K |
| Geneos Wealth Management Inc. | $26.8M | 257,808 | 0.55% | 37q | +1.9%+$490.4K |
| Ethos Financial Group, LLC | $26.6M | 246,848 | 1.78% | 15q | +21.0%+$4.6M |
| Private Advisor Group, LLC | $26.5M | 255,291 | 0.12% | 31q | -32.7%-$12.9M |
| CEERA INVESTMENTS, LLC | $25.3M | 243,555 | 10.73% | 22q | -38.1%-$15.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 249,867 | 0.04% | 12q | -12.2%-$3.5M |
| Wealthcare Advisory Partners LLC | $22.9M | 220,424 | 0.43% | 15q | HELD |
| KRM WEALTH MANAGEMENT L.L.C. | $22.9M | 220,050 | 10.07% | 3q | +6.7%+$1.4M |
| Corient Private Wealth LP | $22.8M | 219,002 | 0.01% | 15q | +226.0%+$15.8M |
| Creative Planning | $22.2M | 213,905 | 0.01% | 31q | -8.0%-$1.9M |
| Berkshire Money Management, Inc. | $22.2M | 213,872 | 2.03% | 11q | -0.6%-$133.7K |
| Harbour Trust & Investment Management Co | $21.6M | 207,803 | 2.08% | 11q | +1.9%+$401.2K |
| MML INVESTORS SERVICES, LLC | $21.2M | 204,171 | 0.04% | 31q | +5.1%+$1.0M |
| Altus Wealth Group LLC | $20.5M | 197,070 | 7.40% | 15q | +0.5%+$103.5K |
| James J. Burns & Company, LLC | $20.2M | 194,610 | 2.19% | 16q | +6.6%+$1.2M |
| Prospera Financial Services Inc | $20.0M | 192,356 | 0.29% | 21q | -6.5%-$1.4M |
| Etesian Wealth Advisors, Inc. | $19.4M | 186,600 | 5.73% | 15q | -5.0%-$1.0M |
| Graver Capital Management, LLC | $19.4M | 186,152 | 13.79% | 7q | -2.8%-$561.2K |
| Summit Financial, LLC | $18.8M | 181,107 | 0.21% | 7q | -15.9%-$3.6M |
| JPMORGAN CHASE & CO | $18.7M | 180,743 | 0.00% | 31q | +38.0%+$5.2M |
| Beaumont Asset Management, L.L.C. | $18.6M | 179,283 | 7.24% | 27q | -3.9%-$751.5K |
| New England Private Wealth Advisors LLC | $17.1M | 163,882 | 1.66% | 13q | -4.8%-$857.5K |
| MAI Capital Management | $16.6M | 159,278 | 0.06% | 19q | -3.1%-$537.4K |
| CABOT WEALTH MANAGEMENT INC | $16.4M | 157,363 | 1.67% | 8q | +67.6%+$6.6M |
| IFP Advisors, Inc | $15.9M | 152,692 | 0.29% | 39q | +4.3%+$655.1K |
| HBW ADVISORY SERVICES LLC | $15.6M | 149,886 | 1.41% | 13q | +1.0%+$160.8K |
| CITIGROUP INC | $15.1M | 145,158 | 0.00% | 31q | -8.6%-$1.4M |
| FINANCIAL MANAGEMENT NETWORK INC | $15.0M | 141,620 | 2.16% | 23q | -70.0%-$35.0M |
| Mariner, LLC | $14.8M | 142,289 | 0.02% | 17q | -48.9%-$14.2M |
| Sanctuary Advisors, LLC | $14.6M | 140,741 | 0.07% | 9q | HELD |
| DAVENPORT & Co LLC | $14.6M | 140,567 | 0.07% | 31q | -2.6%-$391.0K |
| Visionary Wealth Advisors | $14.5M | 139,301 | 0.57% | 24q | -32.2%-$6.9M |
| Baird Financial Group, Inc. | $14.4M | 138,403 | 0.02% | 30q | +0.5%+$76.9K |
| Joseph Group Capital Management | $14.3M | 137,649 | 3.01% | 6q | +0.9%+$125.8K |
| Tanager Wealth Management LLP | $13.9M | 134,068 | 1.21% | 18q | -10.3%-$1.6M |
| Robertson Stephens Wealth Management, LLC | $13.9M | 133,988 | 0.34% | 9q | +8.1%+$1.0M |
| Sequoia Financial Advisors, LLC | $13.9M | 133,862 | 0.07% | 19q | +1.9%+$263.3K |
| Family Office Research LLC | $13.9M | 133,838 | 5.22% | 7q | HELD |
| AlphaCore Capital LLC | $13.6M | 130,752 | 0.25% | 6q | HELD |
| Napier Financial, LLC | $13.0M | 125,479 | 2.72% | 3q | +0.7%+$85.4K |
| OPPENHEIMER & CO INC | $12.9M | 124,468 | 0.14% | 31q | -1.9%-$250.5K |
| &PARTNERS | $12.9M | 123,665 | 0.05% | 11q | -2.5%-$323.9K |
| Unique Wealth Strategies, LLC | $12.8M | 123,130 | 4.65% | 10q | +5.1%+$618.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $12.7M | 122,445 | 0.24% | 6q | -3.2%-$419.4K |
| Fermata Advisors, LLC | $12.7M | 122,411 | 2.57% | 21q | -1.5%-$190.1K |
| Rockefeller Capital Management L.P. | $12.3M | 118,099 | 0.02% | 25q | -49.9%-$12.2M |
| Financial Solutions Advisory Group, Inc. | $11.9M | 112,420 | 1.50% | new | FIRST |
| 46 Peaks LLC | $11.9M | 114,115 | 7.46% | 3q | +18.2%+$1.8M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.5M | 110,493 | 0.13% | 14q | -21.8%-$3.2M |
| MISSION WEALTH MANAGEMENT, LP | $11.1M | 106,524 | 0.14% | 3q | +3315.3%+$10.8M |
| Boyce & Associates Wealth Consulting, Inc. | $10.9M | 105,069 | 7.57% | 17q | +2.4%+$257.1K |
| Goldstone Financial Group, LLC | $10.8M | 103,893 | 0.99% | 14q | -20.4%-$2.8M |
| Ferguson Shapiro LLC | $10.7M | 103,385 | 3.14% | 22q | +9.3%+$911.8K |
| HOWARD FINANCIAL SERVICES, LTD. | $10.2M | 97,692 | 1.01% | 26q | -8.8%-$977.3K |
| TUDOR INVESTMENT CORP ET AL | $10.1M | 97,185 | 0.01% | new | NEW |
Showing the largest 100 of 728 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 702 | $6.6B | 63,491,277 | 45 | 157 | 333 | 0.0% |
| Q1 2026 | 693 | $7.0B | 72,245,280 | 48 | 166 | 299 | 0.0% |
| Q4 2025 | 690 | $7.4B | 71,814,024 | 55 | 179 | 273 | 0.0% |
| Q3 2025 | 642 | $7.1B | 71,560,505 | 27 | 149 | 306 | 0.0% |
| Q2 2025 | 656 | $7.2B | 76,504,372 | 43 | 152 | 329 | 0.0% |
| Q1 2025 | 667 | $7.5B | 85,317,673 | 51 | 202 | 273 | 0.1% |
| Q4 2024 | 674 | $8.4B | 90,821,404 | 44 | 254 | 186 | 0.0% |
| Q3 2024 | 623 | $8.8B | 90,274,514 | 49 | 243 | 190 | 0.0% |
| Q2 2024 | 608 | $7.6B | 87,809,068 | 57 | 240 | 180 | 0.0% |
| Q1 2024 | 579 | $9.6B | 106,374,931 | 63 | 281 | 135 | 0.1% |
| Q4 2023 | 558 | $7.6B | 89,869,459 | 85 | 245 | 120 | 0.0% |
| Q3 2023 | 472 | $5.2B | 68,662,736 | 75 | 222 | 98 | 0.1% |
| Q2 2023 | 413 | $4.8B | 60,001,472 | 83 | 181 | 78 | 0.4% |
| Q1 2023 | 337 | $3.7B | 48,886,214 | 36 | 121 | 110 | 2.3% |
| Q4 2022 | 315 | $2.9B | 44,391,345 | 34 | 118 | 97 | 1.0% |
| Q3 2022 | 349 | $2.9B | 48,615,421 | 31 | 140 | 102 | 0.0% |
| Q2 2022 | 342 | $3.0B | 47,043,380 | 37 | 140 | 94 | 0.0% |
| Q1 2022 | 345 | $3.5B | 46,345,165 | 30 | 142 | 107 | 0.0% |
| Q4 2021 | 347 | $3.4B | 44,558,027 | 31 | 162 | 64 | 0.0% |
| Q3 2021 | 306 | $2.9B | 39,830,060 | 40 | 151 | 54 | 0.2% |
| Q2 2021 | 301 | $2.9B | 38,469,285 | 40 | 152 | 42 | 0.0% |
| Q1 2021 | 277 | $2.4B | 34,179,396 | 35 | 112 | 64 | 0.1% |
| Q4 2020 | 254 | $1.8B | 29,688,971 | 27 | 91 | 66 | 0.2% |
| Q3 2020 | 225 | $1.5B | 26,908,318 | 16 | 72 | 69 | 0.2% |
| Q2 2020 | 228 | $1.4B | 26,750,964 | 41 | 84 | 64 | 0.2% |
| Q1 2020 | 209 | $1.0B | 23,555,949 | 31 | 74 | 66 | 0.0% |
| Q4 2019 | 223 | $1.4B | 25,296,846 | 39 | 94 | 27 | 0.0% |
| Q3 2019 | 176 | $997.9M | 19,761,958 | 19 | 67 | 41 | 0.0% |
| Q2 2019 | 172 | $909.2M | 18,700,321 | 20 | 82 | 29 | 0.0% |
| Q1 2019 | 169 | $796.4M | 16,706,139 | 38 | 70 | 23 | 0.9% |
| Q4 2018 | 139 | $572.7M | 13,898,715 | 1 | 6 | 3 | 0.0% |