VANECK MORNINGSTAR WIDE MOAT (MOAT) Institutional Ownership Changes & 13F Activity
VANECK MORNINGSTAR WIDE MOAT (MOAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Wells Fargo & Company/Mn, Jones Financial Companies Lllp, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -465,552 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -20,586 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -3,292 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -7,569 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -209 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -288,074 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -2,233 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -60,037 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -155,588 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -43,667 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Atx Financial Planning, Llc | Sell | -5,138 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -309,771 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -26,652 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -83 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -68,361 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -4 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -617,016 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -62,845 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -46,041 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -2,683 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -2,200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -5,291,391 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,333,506 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,895,284 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -1,360,250 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -843,420 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -637,255 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -593,918 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -528,915 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Apriem Advisors | Sell | -473,733 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about MOAT activity
Which institutional owners are buying MOAT?
Institutional owners buying MOAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MOAT activity?
"Buy" means an investor increased their reported position in MOAT compared to the prior reporting period. This reflects growing exposure to VANECK MORNINGSTAR WIDE MOAT (MOAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MOAT increasing?
Institutional interest in MOAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.