Security record
MOAT
VanEck Morningstar Wide Moat ETF · Financial Services · Asset Management
67Tracked holders
-1Δ holders
32.13MShares held
$3.34BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -1.5% ·
share flow -8.8% ·
net new positions -1.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -1 | 32.13M | $3.34B | +2 | −3 |
| Q1 2026 | 69 | +7 | 35.87M | $3.46B | +9 | −2 |
| Q4 2025 | 62 | -2 | 38.33M | $3.97B | +1 | −3 |
| Q3 2025 | 9 | +1 | 7.04M | $697.78M | +1 | — |
| Q2 2025 | 5 | -1 | 105.97K | $9.94M | +1 | −2 |
| Q1 2025 | 4 | 0 | 154.85K | $13.63M | +1 | −1 |
| Q4 2024 | 4 | -3 | 63.58K | $5.90M | — | −3 |
| Q3 2024 | 7 | +2 | 429.08K | $41.60M | +3 | −1 |
| Q2 2024 | 5 | — | 437.25K | $37.87M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.73M | -5.1% | $595.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 5.29M | -7.7% | $550.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 5.23M | -10.4% | $543.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.33M | -13.0% | $242.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.90M | -9.9% | $197.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 1.36M | -1.3% | $140.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.15M | -0.4% | $119.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.13M | -15.9% | $117.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 843.42K | +1.1% | $87.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 10 | UBS Group AG | 724.94K | -22.8% | $75.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Osaic Holdings, Inc. | 637.25K | -0.2% | $66.27M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | HighTower Advisors, LLC | 539.05K | -6.1% | $56.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 528.91K | -12.3% | $55.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 465.55K | -15.8% | $48.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 410.18K | -9.3% | $42.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 345.58K | -1.6% | $35.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Assetmark, Inc | 326.98K | +14.7% | $33.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 309.77K | -4.0% | $32.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 288.60K | +69.4% | $30.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 265.94K | -17.7% | $27.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Wealth Enhancement Advisory… | 249.87K | -12.2% | $25.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Creative Planning | 213.91K | -8.0% | $22.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 204.17K | +5.1% | $21.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 180.74K | +38.0% | $18.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 25 | Citigroup Inc | 145.16K | -8.6% | $15.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 142.29K | -48.9% | $14.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 138.40K | +0.5% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 118.10K | -49.9% | $12.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Tudor Investment Corp Et Al | 97.19K | New | $10.10M | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 71.11K | -23.4% | $7.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 63.30K | -5.8% | $6.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 60.04K | -34.4% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 53.98K | -4.2% | $5.61M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 47.90K | +2.8% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fifth Third Bancorp | 45.67K | -2.6% | $4.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 41.22K | -11.4% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Mirae Asset Global Investments Co.… | 40.00K | -66.7% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Captrust Financial Advisors | 39.85K | +4.1% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 37.54K | -5.4% | $3.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 37.38K | +23.4% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 31.31K | -5.4% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 26.06K | -88.9% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 43 | Pnc Financial Services Group, Inc. | 25.10K | +0.3% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Wealthfront Advisers LLC | 23.74K | +5.3% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jane Street Group, Llc | 23.58K | +194.4% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Qube Research & Technologies Ltd | 23.44K | -73.7% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 22.52K | +29.4% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Point72 Asset Management ✦ | 21.67K | -35.9% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 14.48K | -4.3% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Brown Advisory Inc | 13.58K | -7.4% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 6.67K | +17.2% | $693,522 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | BlackRock ✦ (passive) | 6.54K | +19.0% | $679,385 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 53 | Northern Trust Corp | 6.00K | 0.0% | $623,344 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 5.57K | +27.5% | $578,746 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Gotham Asset Management ✦ | 5.51K | 0.0% | $572,716 | 0.0% | Held | 8 | SEC ↗ |
| 56 | Us Bancorp \De\ | 5.40K | -19.3% | $561,072 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Cibc World Market Inc. | 5.28K | -1.6% | $549,221 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 4.82K | 0.0% | $501,503 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Nuveen, LLC | 4.71K | New | $490,010 | 0.0% | New | 1 | SEC ↗ |
| 60 | Financial Engines Advisors L.L.C. | 3.92K | +3.2% | $407,835 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Sei Investments Co | 3.74K | +77.7% | $388,810 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | First Trust Advisors Lp | 3.31K | -19.9% | $344,419 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 3.15K | -91.8% | $327,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Kayne Anderson Rudnick Investment… | 3.03K | 0.0% | $315,048 | 0.0% | Held | 3 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 1.58K | -57.2% | $164,361 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Barclays Plc | 606 | 0.0% | $63,000 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 444 | -35.0% | $46,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $10.10M | 0.0% |
| Nuveen, LLC | $490,010 | 0.0% |
Exited
| Renaissance Technologies | $377,130 | was 0.0% |
| Bnp Paribas Financial Markets | $278,786 | was 0.0% |
| Fisher Asset Management | $212,226 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 711 holders, 70.38M shares, $6.67B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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