Security record · archived quarter
MOAT
VanEck Morningstar Wide Moat ETF · Financial Services · Asset Management
62Tracked holders
-2Δ holders
38.33MShares held
$3.97BReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.1% ·
share flow -1.0% ·
net new positions -3.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 253.60K | $25.86M | n/a | −1 |
| Q2 2026 | 66 | -1 | 31.59M | $3.28B | +2 | −4 |
| 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 | n/a |
| 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 | n/a | −3 |
| Q3 2024 | 7 | +2 | 429.08K | $41.60M | +3 | −1 |
| Q2 2024 | 5 | n/a | 437.25K | $37.87M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.58M | n/a | $681.80M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.41M | -3.0% | $664.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 6.04M | n/a | $625.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Raymond James Financial Inc | 3.04M | n/a | $314.36M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.29M | n/a | $237.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 1.37M | n/a | $141.79M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 1.24M | n/a | $128.30M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.17M | n/a | $121.31M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.11M | n/a | $114.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 931.51K | n/a | $96.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 752.27K | n/a | $77.91M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 12 | Mercer Global Advisors Inc /Adv | 665.83K | n/a | $68.95M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 646.56K | n/a | $66.96M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 583.30K | n/a | $60.43M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 15 | HighTower Advisors, LLC | 578.48K | n/a | $59.91M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 516.69K | n/a | $53.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 504.59K | n/a | $52.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Envestnet Asset Management Inc | 493.01K | n/a | $51.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 355.41K | n/a | $37.82M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 340.76K | n/a | $35.29M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Assetmark, Inc | 279.50K | n/a | $28.95M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Mirae Asset Global Investments Co.… | 256.00K | n/a | $26.51M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 230.04K | n/a | $23.82M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 218.97K | n/a | $22.68M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 214.60K | n/a | $22.22M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 207.28K | n/a | $21.47M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 27 | Citigroup Inc | 183.59K | n/a | $19.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 170.84K | n/a | $17.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Corient Private Wealth LP | 141.16K | n/a | $14.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | JPMorgan Chase ✦ | 123.84K | -49.3% | $12.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Baird Financial Group, Inc. | 114.33K | n/a | $11.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 92.05K | n/a | $9.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 49.60K | n/a | $5.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Lido Advisors, LLC | 51.03K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 45.26K | +6.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 42.31K | +19.3% | $4.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Captrust Financial Advisors | 36.44K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 33.38K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 28.22K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 25.68K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Quantinno Capital Management LP | 24.95K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wealthfront Advisers LLC | 22.06K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 19.63K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | National Bank Of Canada /Fi/ | 18.18K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Brown Advisory Inc | 13.58K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Barclays Plc | 8.91K | n/a | $922,305 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Us Bancorp \De\ | 7.05K | n/a | $730,615 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 5.62K | n/a | $582,530 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | Gotham Asset Management ✦ | 5.51K | 0.0% | $570,512 | 0.0% | Held | 6 | SEC ↗ |
| 50 | Cibc World Market Inc. | 5.25K | n/a | $543,172 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 5.12K | n/a | $530,020 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Millennium Management ✦ | 4.10K | New | $425,010 | 0.0% | New | 1 | SEC ↗ |
| 53 | Financial Engines Advisors L.L.C. | 3.80K | n/a | $393,839 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | First Trust Advisors Lp | 3.75K | n/a | $388,439 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Kayne Anderson Rudnick Investment… | 3.03K | n/a | $313,731 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | BlackRock ✦ (passive) | 2.70K | 0.0% | $280,026 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Sei Investments Co | 2.10K | n/a | $217,990 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 1.49K | n/a | $154,201 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 815 | n/a | $84,401 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Russell Investments Group, Ltd. | 296 | n/a | $30,654 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Toronto Dominion Bank | 195 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fifth Third Bancorp | 81 | n/a | $8,388 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $425,010 | 0.0% |
Exited
| Goldman Sachs Group | $8.26M | was 0.0% |
| Citadel Advisors | $724,891 | was 0.0% |
| Renaissance Technologies | $376,618 | 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: Q4 2025 ·
Methodology ·
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