MOAT Institutional Ownership
VanEck Morningstar Wide Moat ETF
1W: -1.3%
1M: -5.7%
3M: +0.1%
YTD: +2.6%
1Y: +5.7%
3Y: +44.8%
5Y: +47.6%
$106.22
+0.26 (+0.25%)
Weekly Expected Move ±1.7%
$103
$104
$106
$108
$110
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MOAT
769
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
57
New Positions
169
Increased
398
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (825 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,726,513 | $608M | -310,351 | -5.1% | 41Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,291,391 | $562M | -441,161 | -7.7% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 5,225,881 | $555M | -604,430 | -10.4% | 41Q | SEC ↗ |
| 4 | Mesirow Financial Investment Managemen | 2,647,494 | $281M | -27,800 | -1.0% | 11Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,333,506 | $248M | -349,979 | -13.0% | 7Q | SEC ↗ |
| 6 | Boulay Financial Advisors, LLC | 2,287,619 | $243M | +67,407 | +3.0% | 6Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,895,284 | $201M | -208,372 | -9.9% | 41Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 1,360,250 | $144M | -18,323 | -1.3% | 11Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 1,153,632 | $123M | -4,334 | -0.4% | 23Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 1,130,118 | $120M | -213,763 | -15.9% | 35Q | SEC ↗ |
| 11 | SOUTHERN FARM BUREAU LIFE INSURANCE | 1,107,967 | $118M | — | +0.0% | 17Q | SEC ↗ |
| 12 | Provenance Wealth Advisors, LLC | 844,350 | $90M | -21,662 | -2.5% | 12Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 843,420 | $90M | +9,595 | +1.2% | 41Q | SEC ↗ |
| 14 | UBS Group AG | 724,938 | $77M | -213,522 | -22.8% | 41Q | SEC ↗ |
| 15 | Verde Capital Management | 690,661 | $73M | +32,412 | +4.9% | 27Q | SEC ↗ |
| 16 | SFMG, LLC | 681,430 | $72M | +9,144 | +1.4% | 35Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 637,255 | $68M | -1,391 | -0.2% | 26Q | SEC ↗ |
| 18 | CWM, LLC | 624,885 | $66M | -21,673 | -3.4% | 18Q | SEC ↗ |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 617,016 | $66M | +5,665 | +0.9% | 3Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 596,667 | $63M | -59,384 | -9.1% | 41Q | SEC ↗ |
| 21 | FIRST FOUNDATION ADVISORS | 593,918 | $63M | -149,493 | -20.1% | 23Q | SEC ↗ |
| 22 | Kelman-Lazarov, Inc. | 562,820 | $60M | +1,795 | +0.3% | 41Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 539,046 | $57M | -35,175 | -6.1% | 22Q | SEC ↗ |
| 24 | Leelyn Smith, LLC | 529,240 | $56M | +17,628 | +3.4% | 27Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 528,915 | $56M | -74,111 | -12.3% | 16Q | SEC ↗ |
| 26 | Harbor Group, Inc. | 500,928 | $53M | +16,305 | +3.4% | 11Q | SEC ↗ |
| 27 | REGATTA CAPITAL GROUP, LLC | 477,919 | $51M | -4,484 | -0.9% | 19Q | SEC ↗ |
| 28 | CAHILL FINANCIAL ADVISORS INC | 476,253 | $51M | -3,017 | -0.6% | 28Q | SEC ↗ |
| 29 | Apriem Advisors | 473,733 | $50M | -68,797 | -12.7% | 26Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 465,552 | $49M | -87,036 | -15.8% | 41Q | SEC ↗ |
| 31 | Whitaker-Myers Wealth Managers, LTD. | 430,701 | $46M | +25,230 | +6.2% | 15Q | SEC ↗ |
| 32 | G2 CAPITAL MANAGEMENT, LLC / OH | 413,518 | $44M | +9,036 | +2.2% | 19Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 410,179 | $44M | -41,984 | -9.3% | 38Q | SEC ↗ |
| 34 | Summit Asset Management, LLC | 391,235 | $42M | +4,247 | +1.1% | 28Q | SEC ↗ |
| 35 | STEPHENS INC /AR | 361,144 | $38M | -2,401 | -0.7% | 16Q | SEC ↗ |
| 36 | Cerity Partners LLC | 345,579 | $37M | -5,622 | -1.6% | 27Q | SEC ↗ |
| 37 | JNBA Financial Advisors | 338,932 | $36M | -19,134 | -5.3% | 31Q | SEC ↗ |
| 38 | ASSETMARK, INC | 326,978 | $35M | +41,912 | +14.7% | 13Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 309,771 | $33M | -13,038 | -4.0% | 22Q | SEC ↗ |
| 40 | OneDigital Investment Advisors LLC | 305,588 | $32M | -13,040 | -4.1% | 31Q | SEC ↗ |
| 41 | Planned Solutions, Inc. | 288,767 | $31M | -2,718 | -0.9% | 19Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 288,598 | $31M | +118,225 | +69.4% | 2Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 288,074 | $31M | +41,606 | +16.9% | 14Q | SEC ↗ |
| 44 | LEVEL FOUR ADVISORY SERVICES, LLC | 283,812 | $30M | +4,090 | +1.5% | 38Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 279,802 | $30M | +7,915 | +2.9% | 19Q | SEC ↗ |
| 46 | Buttonwood Financial Advisors Inc. | 271,209 | $29M | -3,144 | -1.1% | 19Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 265,937 | $28M | -57,251 | -17.7% | 41Q | SEC ↗ |
| 48 | Brookstone Capital Management | 260,797 | $28M | -9,281 | -3.4% | 38Q | SEC ↗ |
| 49 | Geneos Wealth Management Inc. | 257,808 | $27M | +4,717 | +1.9% | 37Q | SEC ↗ |
| 50 | Private Advisor Group, LLC | 255,291 | $27M | -123,769 | -32.7% | 41Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 97,185 | $10M |
| Rose Capital Advisors LLC | 33,493 | $4M |
| Global Retirement Partners, LLC | 31,207 | $3M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 18,908 | $2M |
| Apollon Wealth Management, LLC | 17,592 | $2M |
| Bluespring Wealth Management, LLC | 16,875 | $2M |
| Fortis Group Advisors, LLC | 15,369 | $2M |
| Kinetic Wealth Investment Advisors | 12,418 | $1M |
| Vise Technologies, Inc. | 11,327 | $1M |
| Ascent Advisors, LLC | 9,202 | $977K |
| INSIGNEO ADVISORY SERVICES, LLC | 8,706 | $925K |
| Lotus Asset Management LLC | 5,301 | $563K |
| Oak Barrel Wealth Advisory LLC | 5,043 | $536K |
| Nuveen, LLC | 4,714 | $501K |
| MEMBERS WEALTH LLC | 4,678 | $497K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,293 | $456K |
| NovaPoint Capital, LLC | 3,824 | $406K |
| DAYMARK WEALTH PARTNERS, LLC | 3,406 | $362K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,338 | $355K |
| TritonPoint Partners, LLC | 2,823 | $300K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Virtus Wealth Solutions LLC | 248,065 | $26M |
| Pathstone Holdings, LLC | 91,826 | $10M |
| Independent Advisor Alliance | 91,787 | $10M |
| Morningstar Investment Management L | 77,770 | $8M |
| Koss-Olinger Consulting, LLC | 68,990 | $7M |
| TTP Investments, Inc. | 62,880 | $7M |
| Eagle Strategies LLC | 51,781 | $6M |
| Mawer Investment Management Ltd. | 36,020 | $4M |
| Burns Matteson Capital Management, | 35,039 | $4M |
| Baer Investment Advisory LLC | 35,033 | $4M |
| BARINGS LLC | 24,935 | $3M |
| LIBERTY ONE INVESTMENT MANAGEMENT, | 18,498 | $2M |
| WBI INVESTMENTS, LLC | 12,766 | $1M |
| Quantbot Technologies LP | 9,000 | $956K |
| ENDEAVOR PRIVATE WEALTH, INC. | 7,786 | $827K |
| LAVELLE CAPITAL LP | 7,295 | $775K |
| Engineers Gate Manager LP | 6,696 | $711K |
| FSC Wealth Advisors, LLC | 4,395 | $467K |
| London & Capital Asset Management L | 4,371 | $464K |
| B. Riley Wealth Advisors, Inc. | 4,293 | $456K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +118,225 | +69.4% | 288,598 |
| MISSION WEALTH MANAGEMENT, LP | +103,405 | +3315.3% | 106,524 |
| Corient Private Wealth LP | +88,405 | +131.6% | 155,588 |
| Boulay Financial Advisors, LLC | +67,407 | +3.0% | 2,287,619 |
| CABOT WEALTH MANAGEMENT INC | +63,464 | +67.6% | 157,363 |
| JPMORGAN CHASE & CO | +49,808 | +38.0% | 180,743 |
| Ethos Financial Group, LLC | +42,918 | +21.0% | 246,848 |
| ASSETMARK, INC | +41,912 | +14.7% | 326,978 |
| Integrated Wealth Concepts LLC | +41,606 | +16.9% | 288,074 |
| Verde Capital Management | +32,412 | +4.9% | 690,661 |
| Turning Point Benefit Group, Inc. | +30,524 | +261.8% | 42,184 |
| Whitaker-Myers Wealth Managers, LTD | +25,230 | +6.2% | 430,701 |
| XTX Topco Ltd | +24,122 | +291.5% | 32,398 |
| BOSTON FAMILY OFFICE LLC | +23,202 | +34.5% | 90,357 |
| Leelyn Smith, LLC | +17,628 | +3.4% | 529,240 |
| 46 Peaks LLC | +17,567 | +18.2% | 114,115 |
| Harbor Group, Inc. | +16,305 | +3.4% | 500,928 |
| JANE STREET GROUP, LLC | +15,572 | +194.4% | 23,582 |
| Beacon Pointe Advisors, LLC | +15,398 | +29.1% | 68,361 |
| KRM WEALTH MANAGEMENT L.L.C. | +13,746 | +6.7% | 220,050 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -604,430 | -10.4% | 5,225,881 |
| BANK OF AMERICA CORP /DE | -441,161 | -7.7% | 5,291,391 |
| RAYMOND JAMES FINANCIAL INC | -349,979 | -13.0% | 2,333,506 |
| FINANCIAL MANAGEMENT NETWORK INC | -329,694 | -70.0% | 141,620 |
| MORGAN STANLEY | -310,351 | -5.1% | 5,726,513 |
| COMMONWEALTH EQUITY SERVICES, LLC | -213,763 | -15.9% | 1,130,118 |
| UBS Group AG | -213,522 | -22.8% | 724,938 |
| WELLS FARGO & COMPANY/MN | -208,372 | -9.9% | 1,895,284 |
| Bank of New York Mellon Corp | -208,237 | -88.9% | 26,056 |
| Richmond Investment Services, LLC | -207,569 | -68.5% | 95,348 |
| Concurrent Investment Advisors, LLC | -191,135 | -72.0% | 74,490 |
| Equitable Holdings, Inc. | -157,489 | -71.5% | 62,845 |
| CEERA INVESTMENTS, LLC | -150,017 | -38.1% | 243,555 |
| FIRST FOUNDATION ADVISORS | -149,493 | -20.1% | 593,918 |
| Steward Partners Investment Advisor | -137,295 | -64.2% | 76,461 |
| Mariner, LLC | -136,378 | -48.9% | 142,289 |
| Private Advisor Group, LLC | -123,769 | -32.7% | 255,291 |
| Rockefeller Capital Management L.P. | -117,743 | -49.9% | 118,099 |
| Activest Wealth Management | -109,460 | -55.0% | 89,652 |
| ENVESTNET ASSET MANAGEMENT INC | -87,036 | -15.8% | 465,552 |