VANECK ETF TRUST (MOAT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
34
Reporting holders
$95.2M
Reported value
0.0%
Calls
0.0%
Puts
-700
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | $47.8M | 452,541 | 7.79% | 16q | +5.1%+$2.3M |
| FINANCIAL MANAGEMENT NETWORK INC | $10.8M | 101,572 | 1.55% | 24q | -28.3%-$4.3M |
| American National Bank of Texas | $7.8M | 73,776 | 7.12% | 5q | +3.0%+$229.9K |
| TOMPKINS FINANCIAL CORP | $3.6M | 34,269 | 0.26% | 12q | -9.7%-$389.1K |
| Tactive Advisors, LLC | $3.2M | 30,164 | 0.77% | 6q | -4.3%-$143.9K |
| Farther Finance Advisors, LLC | $3.2M | 29,917 | 0.02% | 15q | -1.2%-$37.9K |
| S.E.E.D. Planning Group LLC | $2.5M | 23,670 | 0.61% | 27q | +133.9%+$1.4M |
| YHB Investment Advisors, Inc. | $2.3M | 21,723 | 0.14% | 18q | -11.1%-$286.6K |
| Wealth Enhancement Trust Services, Inc. | $2.2M | 21,001 | 0.24% | 4q | -50.6%-$2.3M |
| LEGACY SOLUTIONS, LLC | $1.4M | 13,548 | 1.09% | 8q | -3.5%-$52.0K |
| Echo45 Advisors LLC | $1.3M | 12,564 | 0.61% | 4q | -0.8%-$10.5K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.3M | 12,322 | 0.92% | 4q | -6.0%-$82.5K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.2M | 11,753 | 0.80% | 8q | -13.4%-$193.0K |
| Castle Rock Wealth Management, LLC | $988.0K | 9,128 | 0.19% | 30q | -2.4%-$23.9K |
| Kaydan Wealth Management, Inc. | $931.1K | 8,808 | 0.32% | 20q | HELD |
| FIRST COMMUNITY TRUST NA | $871.3K | 8,242 | 0.29% | 20q | HELD |
| Box Hill Private Wealth LLC | $608.6K | 5,757 | 0.44% | new | NEW |
| Legacy Private Trust Co. | $551.3K | 5,215 | 0.03% | 23q | HELD |
| Dorato Capital Management | $530.9K | 4,931 | 0.35% | 4q | -6.2%-$34.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $325.2K | 3,077 | 0.02% | 4q | -21.7%-$90.4K |
| Atlas Brown,Inc. | $304.5K | 2,880 | 0.08% | 12q | -8.0%-$26.5K |
| CapWealth Advisors, LLC | $294.5K | 2,786 | 0.02% | 9q | HELD |
| Emergent Wealth Advisors, LLC | $245.1K | 2,319 | 0.13% | 11q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $227.2K | 2,149 | 0.02% | 13q | -7.7%-$19.0K |
| AVAII WEALTH MANAGEMENT, LLC | $219.5K | 2,066 | 0.06% | 2q | HELD |
| CoreCap Advisors, LLC | $129.7K | 1,227 | 0.00% | 15q | -10.5%-$15.2K |
| GAMMA Investing LLC | $107.3K | 1,015 | 0.00% | 8q | +341.3%+$83.0K |
| Rosenberg Matthew Hamilton | $48.4K | 458 | 0.01% | 7q | HELD |
| Trust Co | $30.3K | 287 | 0.00% | 3q | HELD |
| GK Wealth Management LLC | $10.9K | 103 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $9.0K | 85 | 0.00% | 15q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $7.6K | 72 | 0.00% | new | NEW |
| Ayalon Insurance Comp Ltd. | $4.6K | 43,747 | 0.38% | 14q | +3.9% |
| Bullock Wealth Management Group | $1.4K | 13 | 0.00% | 6q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $73 | 1 | 0.00% | 13q | -99.5%-$14.2K |
| CX Institutional | $8 | 73 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $95.2M | 899,439 | 3 | 4 | 17 | 0.0% |
| Q2 2026 | 734 | $7.0B | 67,349,663 | 47 | 168 | 340 | 0.0% |
| Q1 2026 | 720 | $7.1B | 73,356,737 | 51 | 174 | 309 | 0.0% |
| Q4 2025 | 726 | $7.8B | 75,095,579 | 58 | 192 | 280 | 0.0% |
| Q3 2025 | 679 | $7.5B | 75,898,914 | 32 | 151 | 325 | 0.0% |
| Q2 2025 | 693 | $7.7B | 81,777,968 | 44 | 158 | 349 | 0.0% |
| Q1 2025 | 707 | $8.0B | 91,468,669 | 54 | 208 | 293 | 0.1% |
| Q4 2024 | 714 | $9.1B | 98,414,834 | 45 | 273 | 197 | 0.0% |
| Q3 2024 | 671 | $9.6B | 98,575,173 | 52 | 259 | 208 | 0.0% |
| Q2 2024 | 658 | $8.4B | 96,813,084 | 61 | 262 | 193 | 0.0% |
| Q1 2024 | 631 | $10.4B | 115,866,992 | 66 | 304 | 150 | 0.1% |
| Q4 2023 | 614 | $8.4B | 98,619,253 | 92 | 275 | 126 | 0.0% |
| Q3 2023 | 521 | $5.8B | 76,472,730 | 83 | 246 | 106 | 0.0% |
| Q2 2023 | 459 | $5.3B | 66,377,699 | 91 | 203 | 85 | 0.3% |
| Q1 2023 | 383 | $4.0B | 53,261,263 | 41 | 137 | 124 | 2.1% |
| Q4 2022 | 375 | $4.3B | 65,629,416 | 36 | 147 | 112 | 0.7% |
| 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% |