MOAT · VanEck Morningstar Wide Moat ETF ETF
$111.73
-1.57 (-1.39%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $24,344,935
Total Shares: 234,176
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
66.4%
−33.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,189
Highly concentrated−4,811
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+3
Institutional value:
+492.9%
Shares held:
+451.5%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 155,588 | $16,174,928 | |
| Mega CITADEL ADVISORS LLC | 63,937 | $6,646,890 | |
| Small Kinetic Wealth Investment Advisors LLC | 12,418 | $1,290,975 | |
| Mid Parkside Financial Bank & Trust | 2,233 | $232,142 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small WILLIAM JOHN SEMPOLINSKI | 42,464 | $4,106,268 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC MOAT | $16,174,928 | 66.44% | 155,588 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC MOAT | $6,241,446 | 25.64% | 60,037 | Shares | 2026-09-02 | |
| Small Kinetic Wealth Investment Advisors LLC MOAT | $1,290,975 | 5.30% | 12,418 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MOAT | $405,444 | 1.67% | 3,900 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank MOAT | $232,142 | 0.95% | 2,233 | Shares | 2026-09-04 |