Запись по ценной бумаге · архивный квартал
MOAT
VanEck Morningstar Wide Moat ETF · Financial Services · Asset Management
62Отслеживаемые держатели
-2Δ держателей
38.33MАкций в держании
$3.97BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.1% ·
поток акций -1.0% ·
новые чистые позиции -3.2%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.58M | — | $681.80M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.41M | -3.0% | $664.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.41M | -3.0% | $664.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.41M | -3.0% | $664.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.04M | — | $625.85M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.04M | — | $625.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 6.04M | — | $625.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 6.04M | — | $625.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.04M | — | $314.36M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.04M | — | $314.36M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.04M | — | $314.36M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.29M | — | $237.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.29M | — | $237.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.29M | — | $237.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 1.37M | — | $141.79M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.24M | — | $128.30M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 1.17M | — | $121.31M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 1.11M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.11M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.11M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.11M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 931.51K | — | $96.46M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 931.51K | — | $96.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 931.51K | — | $96.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 752.27K | — | $77.91M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 665.83K | — | $68.95M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 646.56K | — | $66.96M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 583.30K | — | $60.43M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 583.30K | — | $60.43M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 583.30K | — | $60.43M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 583.30K | — | $60.43M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 578.48K | — | $59.91M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 516.69K | — | $53.51M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 504.59K | — | $52.25M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 504.59K | — | $52.25M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 504.59K | — | $52.25M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 504.59K | — | $52.25M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 493.01K | — | $51.06M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 355.41K | — | $37.82M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Cerity Partners LLC | 340.76K | — | $35.29M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Cerity Partners LLC | 340.76K | — | $35.29M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 279.50K | — | $28.95M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Mirae Asset Global Investments Co.… | 256.00K | — | $26.51M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Mirae Asset Global Investments Co.… | 256.00K | — | $26.51M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 230.04K | — | $23.82M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 218.97K | — | $22.68M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Creative Planning | 214.60K | — | $22.22M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 207.28K | — | $21.47M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Citigroup Inc | 183.59K | — | $19.01M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mariner, LLC | 170.84K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Mariner, LLC | 170.84K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mariner, LLC | 170.84K | — | $17.69M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Corient Private Wealth LP | 141.16K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Corient Private Wealth LP | 141.16K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 123.84K | -49.3% | $12.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 123.84K | -49.3% | $12.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 123.84K | -49.3% | $12.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 114.33K | — | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 114.33K | — | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Focus Partners Wealth | 92.05K | — | $9.53M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Truist Financial Corp | 49.60K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Truist Financial Corp | 49.60K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Lido Advisors, LLC | 51.03K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 45.26K | +6.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 42.31K | +19.3% | $4.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 80 | Captrust Financial Advisors | 36.44K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Blair William & Co/Il | 33.38K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Susquehanna International Group, Llp | 28.22K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 28.22K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 25.68K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 25.68K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 25.68K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 25.68K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Pnc Financial Services Group, Inc. | 25.68K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Quantinno Capital Management LP | 24.95K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Wealthfront Advisers LLC | 22.06K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Northern Trust Corp | 19.63K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Northern Trust Corp | 19.63K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | National Bank Of Canada /Fi/ | 18.18K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Brown Advisory Inc | 13.58K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Barclays Plc | 8.91K | — | $922,305 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Barclays Plc | 8.91K | — | $922,305 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Us Bancorp \De\ | 7.05K | — | $730,615 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Us Bancorp \De\ | 7.05K | — | $730,615 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 5.62K | — | $582,530 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 5.62K | — | $582,530 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Goldman Sachs Group | $8.26M | составлял 0.0% |
| Citadel Advisors | $724,891 | составлял 0.0% |
| Renaissance Technologies | $376,618 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 711 держатели, 70.38M акции, $6.67B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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