VANECK MORNINGSTAR WIDE MOAT (MOAT) Institutional Shareholders
VANECK MORNINGSTAR WIDE MOAT (MOAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.59B in MOAT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of MOAT tracked by InsiderSet, reporting ownership valued at approximately $583.77M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $652.46M, representing an estimated gain of +11.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed MOAT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANECK MORNINGSTAR WIDE MOAT (MOAT).
This page ranks the largest institutional MOAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
707
Total Reported Value
$6.59B
Largest Holder
Morgan Stanley
Largest Position
$583.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 6,036,864 | $583,765,060 | $652,464,261 | +$68,699,201 | +11.77% | |
| Lpl Financial Llc | 0.15% | 5,830,311 | $563,791,057 | $630,140,013 | +$66,348,956 | +11.77% | |
| Bank Of America Corp | 0.04% | 5,732,552 | $554,337,749 | $619,574,220 | +$65,236,471 | +11.77% | |
| Mesirow Financial Investment Management, Inc. | 4.32% | 2,647,494 | $275,235,680 | $286,141,152 | +$10,905,472 | +3.96% | |
| Raymond James Financial Inc | 0.08% | 2,683,485 | $259,492,950 | $290,031,059 | +$30,538,109 | +11.77% | |
| Boulay Financial Advisors, Llc | 24.64% | 2,220,212 | $214,694,509 | $239,960,513 | +$25,266,004 | +11.77% | |
| Wells Fargo & Company/Mn | 0.04% | 2,103,656 | $203,423,448 | $227,363,140 | +$23,939,692 | +11.77% | |
| Jones Financial Companies Lllp | 0.06% | 1,378,573 | $129,985,592 | $148,996,170 | +$19,010,578 | +14.63% | |
| Commonwealth Equity Services, Llc | 0.15% | 1,130,118 | $117,487,072 | $122,143,153 | +$4,656,081 | +3.96% | |
| Cetera Investment Advisers | 0.12% | 1,157,966 | $111,975,309 | $125,152,965 | +$13,177,656 | +11.77% | |
| Ubs Group Ag | 0.02% | 938,460 | $90,749,082 | $101,428,757 | +$10,679,675 | +11.77% | |
| Provenance Wealth Advisors, Llc | 8.36% | 844,350 | $87,778,608 | $91,257,348 | +$3,478,740 | +3.96% | |
| Royal Bank Of Canada | 0.02% | 833,825 | $80,630,000 | $90,119,806 | +$9,489,806 | +11.77% | |
| First Foundation Advisors | 2.90% | 743,411 | $71,887,875 | $80,347,861 | +$8,459,986 | +11.77% | |
| Sfmg, Llc | 4.46% | 672,286 | $65,010,067 | $72,660,671 | +$7,650,604 | +11.77% | |
| Verde Capital Management | 13.61% | 658,249 | $63,652,721 | $71,143,552 | +$7,490,831 | +11.77% | |
| Osaic Holdings, Inc. | 0.09% | 638,646 | $61,776,421 | $69,024,860 | +$7,248,439 | +11.73% | |
| Cwm, Llc | 0.16% | 624,885 | $60,426,382 | $67,537,571 | +$7,111,189 | +11.77% | |
| United Capital Financial Advisors, Llc | 0.36% | 611,351 | $59,129,862 | $66,074,816 | +$6,944,954 | +11.75% | |
| Ameriprise Financial Inc | 0.01% | 603,026 | $58,376,918 | $65,175,050 | +$6,798,132 | +11.65% | |
| Hightower Advisors, Llc | 0.06% | 574,221 | $55,527,093 | $62,061,806 | +$6,534,713 | +11.77% | |
| Leelyn Smith, Llc | 6.69% | 529,240 | $55,019,762 | $57,200,259 | +$2,180,497 | +3.96% | |
| Kelman-Lazarov, Inc. | 7.78% | 561,025 | $54,251,142 | $60,635,582 | +$6,384,440 | +11.77% | |
| Envestnet Asset Management Inc | 0.01% | 552,588 | $53,435,238 | $59,723,711 | +$6,288,473 | +11.77% | |
| Apriem Advisors | 5.01% | 542,530 | $52,462,667 | $58,636,642 | +$6,173,975 | +11.77% | |
| Harbor Group, Inc. | 6.12% | 500,928 | $52,076,444 | $54,140,298 | +$2,063,854 | +3.96% | |
| Regatta Capital Group, Llc | 7.06% | 482,403 | $46,648,384 | $52,138,116 | +$5,489,732 | +11.77% | |
| Financial Management Network Inc | 7.14% | 471,314 | $46,594,144 | $50,939,617 | +$4,345,473 | +9.33% | |
| Cahill Financial Advisors Inc | 5.02% | 479,270 | $46,344,862 | $51,799,502 | +$5,454,640 | +11.77% | |
| Whitaker-Myers Wealth Managers, Ltd. | 7.48% | 430,701 | $44,775,673 | $46,550,164 | +$1,774,491 | +3.96% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 452,163 | $43,724,242 | $48,869,777 | +$5,145,535 | +11.77% | |
| G2 Capital Management, Llc / Oh | 9.51% | 404,482 | $39,113,411 | $43,716,415 | +$4,603,004 | +11.77% | |
| Ceera Investments, Llc | 16.69% | 393,572 | $38,058,412 | $42,537,262 | +$4,478,850 | +11.77% | |
| Stephens Inc | 0.42% | 361,144 | $37,544,508 | $39,032,444 | +$1,487,936 | +3.96% | |
| Summit Asset Management, Llc | 5.21% | 386,988 | $37,421,698 | $41,825,663 | +$4,403,965 | +11.77% | |
| Jnba Financial Advisors | 2.67% | 338,932 | $35,235,422 | $36,631,771 | +$1,396,349 | +3.96% | |
| Assetmark, Inc | 0.06% | 326,978 | $33,992,602 | $35,339,782 | +$1,347,180 | +3.96% | |
| Cerity Partners Llc | 0.05% | 351,201 | $33,961,164 | $37,957,804 | +$3,996,640 | +11.77% | |
| Stifel Financial Corp | 0.03% | 323,188 | $31,252,133 | $34,930,159 | +$3,678,026 | +11.77% | |
| Mercer Global Advisors Inc | 0.05% | 322,809 | $31,215,653 | $34,889,197 | +$3,673,544 | +11.77% | |
| Onedigital Investment Advisors Llc | 0.30% | 318,628 | $30,811,337 | $34,437,314 | +$3,625,977 | +11.77% | |
| Planned Solutions, Inc. | 8.64% | 288,767 | $30,020,175 | $31,209,937 | +$1,189,762 | +3.96% | |
| Buttonwood Financial Advisors Inc. | 8.58% | 271,209 | $28,194,869 | $29,312,269 | +$1,117,400 | +3.96% | |
| Brookstone Capital Management | 0.27% | 260,797 | $27,112,471 | $28,186,940 | +$1,074,469 | +3.96% | |
| Level Four Advisory Services, Llc | 0.89% | 279,722 | $27,049,266 | $30,232,354 | +$3,183,088 | +11.77% | |
| Mariner, Llc | 0.03% | 278,667 | $26,947,064 | $30,118,329 | +$3,171,265 | +11.77% | |
| Private Advisor Group, Llc | 0.12% | 255,291 | $26,540,077 | $27,591,851 | +$1,051,774 | +3.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 249,867 | $24,996,100 | $27,005,625 | +$2,009,525 | +8.04% | |
| Geneos Wealth Management Inc. | 0.57% | 253,091 | $24,473,858 | $27,354,075 | +$2,880,217 | +11.77% | |
| Integrated Wealth Concepts Llc | 0.19% | 246,468 | $23,833,502 | $26,638,261 | +$2,804,759 | +11.77% |
Frequently asked questions about MOAT
Who owns the most MOAT stock?
The largest holders of MOAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK MORNINGSTAR WIDE MOAT (MOAT).
Is MOAT widely held by superinvestors?
Many widely followed stocks like MOAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MOAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.