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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shp Wealth Management, Krm Wealth Management L.L.C., 46 Peaks Llc, Corient Private Wealth Llc, and Guilbault Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -250 | -4.7% | 5,118 | $530.02K | Q4 2025 | Oct 27, 2026 |
| Independent Financial Group, Llc | Sell | -6,576 | -4.8% | 129,055 | $13.36M | Q4 2025 | May 15, 2026 |
| Guilbault Capital Llc | Buy | +66,482 | — | 66,482 | $6.88M | Q4 2025 | May 14, 2026 |
| Pioneer Family Office, Llc | Buy | +13,475 | — | 13,475 | $1.40M | Q4 2025 | May 14, 2026 |
| Rhodes Investment Advisors Inc | Buy | +13,642 | — | 13,642 | $1.41M | Q4 2025 | May 13, 2026 |
| Peck Wealth Management, Llc | Sell | -2,019 | -12.1% | 14,644 | $1.52M | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +6,491 | — | 6,491 | $672.18K | Q4 2025 | May 12, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +5,043 | — | 5,043 | $522.29K | Q4 2025 | May 07, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -244 | -8.1% | 2,775 | $287.51K | Q4 2025 | Apr 24, 2026 |
| Willow Financial Llc | Buy | +3,985 | — | 3,985 | $412.69K | Q4 2025 | Apr 21, 2026 |
| Krm Wealth Management L.L.C. | Buy | +200,093 | — | 200,093 | $20.72M | Q4 2025 | Apr 07, 2026 |
| Lifetime Wealth Management P.C. | Buy | +53 | — | 53 | $1.41M | Q4 2025 | Mar 09, 2026 |
| Mengis Capital Management, Inc. | Buy | +64,323 | — | 64,323 | $6.66M | Q4 2025 | Mar 05, 2026 |
| Bayban | Buy | +1,137 | — | 1,137 | $117.75K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +247,698 | — | 247,698 | $25.65M | Q4 2025 | Mar 04, 2026 |
| Rehmann Capital Advisory Group | Buy | +44,906 | — | 44,906 | $4.65M | Q4 2025 | Mar 04, 2026 |
| Bank Of Hawaii | Buy | +3,634 | — | 3,634 | $376.34K | Q4 2025 | Mar 03, 2026 |
| Cross Staff Investments Inc | Buy | +25,230 | — | 25,230 | $2.61M | Q4 2025 | Feb 27, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +9,938 | — | 9,938 | $1.03M | Q4 2025 | Feb 27, 2026 |
| Oaktrust Wealth Advisors, Llc | Buy | +6,210 | — | 6,210 | $643.10K | Q4 2025 | Feb 27, 2026 |
| 46 Peaks Llc | Buy | +93,587 | — | 93,587 | $9.69M | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +8,369 | — | 8,369 | $866.72K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +2,909 | — | 2,909 | $301.29K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +1,862 | — | 1,862 | $192.83K | Q4 2025 | Feb 25, 2026 |
| Ketron Financial | Buy | +2,452 | — | 2,452 | $253.93K | Q4 2025 | Feb 24, 2026 |
| Sonoma Allocations Llc | Buy | +2,150 | — | 2,150 | $225.90K | Q4 2025 | Feb 23, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Buy | +25,390 | — | 25,390 | $2.63M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +162 | — | 162 | $16.78K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +70,582 | — | 70,582 | $7.24M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +29,652 | — | 29,652 | $3.07M | Q4 2025 | Feb 19, 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.