有価証券レコード · アーカイブ済み四半期
MOAT
VanEck Morningstar Wide Moat ETF · Financial Services · Asset Management
69追跡対象保有者
+7Δ保有者数
35.87M保有株数
$3.46B報告済み評価額
+9新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +11.3% ·
株式フロー -6.4% ·
新規ネットポジション数 +10.1%
· 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.04M | -5.9% | $583.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | LPL Financial LLC | 5.83M | -11.4% | $563.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.73M | -5.1% | $554.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 2.68M | -11.6% | $259.49M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.10M | -8.2% | $203.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 1.38M | +11.3% | $129.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 1.34M | -1.9% | $129.95M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.16M | -1.1% | $111.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 938.46K | -15.2% | $90.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 833.83K | +10.8% | $80.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 11 | Osaic Holdings, Inc. | 638.65K | +9.5% | $61.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Cwm, Llc | 624.88K | -3.4% | $60.43M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 603.03K | -35.3% | $58.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 574.22K | -0.7% | $55.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 552.59K | +12.1% | $53.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 452.16K | -12.5% | $43.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 351.20K | +3.1% | $33.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 323.19K | -36.0% | $31.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Mercer Global Advisors Inc /Adv | 322.81K | -51.5% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 285.07K | +2.0% | $27.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 278.67K | +63.1% | $26.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 284.66K | -19.9% | $26.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 235.84K | +2.5% | $22.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 234.29K | +13.0% | $22.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Creative Planning | 232.41K | +8.3% | $22.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 194.21K | -11.3% | $18.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 170.37K | 新規 | $16.48M | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 158.73K | -13.5% | $15.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 137.66K | +20.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | JPMorgan Chase ✦ | 130.94K | +5.7% | $12.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | Mirae Asset Global Investments Co.… | 120.00K | -53.1% | $11.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 92.86K | +0.9% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 91.45K | 新規 | $8.84M | 0.0% | New | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 88.99K | 新規 | $8.61M | 0.0% | New | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 67.18K | -52.4% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 56.33K | +33.1% | $5.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Fifth Third Bancorp | 46.89K | +57791.4% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 46.59K | +2.9% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Truist Financial Corp | 46.55K | -6.2% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Lido Advisors, LLC | 39.68K | -22.2% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 38.52K | +36.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Captrust Financial Advisors | 38.28K | +5.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 33.80K | 新規 | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 44 | Blair William & Co/Il | 33.10K | -0.8% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 30.28K | +21.4% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 25.03K | -2.5% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 47 | Wealthfront Advisers LLC | 22.54K | +2.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 17.41K | 新規 | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 15.14K | -16.7% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Brown Advisory Inc | 14.67K | +8.0% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Jane Street Group, Llc | 8.01K | 新規 | $774,567 | 0.0% | New | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 6.69K | -5.2% | $646,536 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Northern Trust Corp | 6.00K | -69.5% | $579,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 5.69K | +1.2% | $550,227 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 55 | Gotham Asset Management ✦ | 5.51K | 0.0% | $532,720 | 0.0% | Held | 7 | SEC ↗ |
| 56 | BlackRock ✦ (パッシブ) | 5.49K | +103.1% | $531,173 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Cibc World Market Inc. | 5.37K | +2.4% | $519,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 4.82K | -5.7% | $466,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 4.37K | +435.8% | $422,289 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | First Trust Advisors Lp | 4.14K | +10.3% | $400,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 3.90K | 新規 | $377,130 | 0.0% | New | 1 | SEC ↗ |
| 62 | Financial Engines Advisors L.L.C. | 3.80K | 0.0% | $367,750 | 0.0% | Held | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 3.69K | +148.2% | $357,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Kayne Anderson Rudnick Investment… | 3.03K | 0.0% | $293,058 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 2.88K | 新規 | $278,786 | 0.0% | New | 1 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 2.19K | 新規 | $212,226 | 0.0% | New | 1 | SEC ↗ |
| 67 | Sei Investments Co | 2.10K | 0.0% | $203,550 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 683 | +130.7% | $66,046 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Barclays Plc | 606 | -93.2% | $58,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Goldman Sachs Group | $16.48M | 0.0% |
| Citadel Advisors | $8.84M | 0.0% |
| Qube Research & Technologies… | $8.61M | 0.0% |
| Point72 Asset Management | $3.27M | 0.0% |
| D. E. Shaw & Co. | $1.68M | 0.0% |
| Jane Street Group, Llc | $774,567 | 0.0% |
| Renaissance Technologies | $377,130 | 0.0% |
| Bnp Paribas Financial Markets | $278,786 | 0.0% |
| Fisher Asset Management | $212,226 | 0.0% |
ポジション解消済み
| Millennium Management | $425,010 | だった 0.0% |
| Toronto Dominion Bank | $20,000 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 711 保有者, 70.38M 株式数, $6.67B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。