DaveManuel.com · Institutional Ownership · Who Owns It
VANECK ETF TRUST (MOAT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
736
Reporting holders
$6.9B
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $595.3M | 5,726,513 | 0.03% | 35q | -5.1%-$32.3M |
| BANK OF AMERICA CORP /DE/ | $550.1M | 5,291,391 | 0.04% | 31q | -7.7%-$45.9M |
| LPL Financial LLC | $543.3M | 5,225,881 | 0.12% | 31q | -10.4%-$62.8M |
| Mesirow Financial Investment Management, Inc. | $275.2M | 2,647,494 | 4.32% | 11q | -1.0%-$2.9M |
| RAYMOND JAMES FINANCIAL INC | $242.6M | 2,333,506 | 0.07% | 7q | -13.0%-$36.4M |
| Boulay Financial Advisors, LLC | $237.8M | 2,287,619 | 22.02% | 6q | +3.0%+$7.0M |
| WELLS FARGO & COMPANY/MN | $197.0M | 1,895,284 | 0.03% | 31q | -9.9%-$21.7M |
| JONES FINANCIAL COMPANIES LLLP | $140.3M | 1,360,250 | 0.06% | 11q | -1.3%-$1.9M |
| Cambridge Investment Research Advisors, Inc. | $124.1M | 1,193,840 | 0.14% | 31q | +82.0%+$55.9M |
| Cetera Investment Advisers | $119.9M | 1,153,632 | 0.11% | 23q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $117.5M | 1,130,118 | 0.15% | 31q | -15.9%-$22.2M |
| SOUTHERN FARM BUREAU LIFE INSURANCE | $115.2M | 1,107,967 | 11.02% | 17q | HELD |
| Provenance Wealth Advisors, LLC | $87.8M | 844,350 | 8.36% | 12q | -2.5%-$2.3M |
| ROYAL BANK OF CANADA | $87.7M | 843,420 | 0.01% | 31q | +1.2%+$997.5K |
| UBS Group AG | $75.4M | 724,938 | 0.01% | 31q | -22.8%-$22.2M |
| Verde Capital Management | $71.8M | 690,661 | 13.28% | 27q | +4.9%+$3.4M |
| SFMG, LLC | $70.8M | 681,430 | 4.27% | 31q | +1.4%+$950.6K |
| OSAIC HOLDINGS, INC. | $66.3M | 637,255 | 0.08% | 26q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $64.2M | 617,016 | 0.35% | 3q | +0.9%+$589.0K |
| FIRST FOUNDATION ADVISORS | $61.7M | 593,918 | 2.22% | 25q | -20.1%-$15.5M |
| Kelman-Lazarov, Inc. | $58.5M | 562,820 | 7.67% | 31q | HELD |
| HighTower Advisors, LLC | $56.0M | 539,046 | 0.05% | 22q | -6.1%-$3.7M |
| Leelyn Smith, LLC | $55.0M | 529,240 | 6.69% | 27q | +3.4%+$1.8M |
| AMERIPRISE FINANCIAL INC | $55.0M | 528,915 | 0.01% | 31q | -12.3%-$7.7M |
| Harbor Group, Inc. | $52.1M | 500,928 | 6.12% | 11q | +3.4%+$1.7M |
| REGATTA CAPITAL GROUP, LLC | $49.7M | 477,919 | 6.68% | 19q | -0.9%-$466.2K |
| CAHILL FINANCIAL ADVISORS INC | $49.5M | 476,253 | 4.75% | 28q | -0.6%-$313.6K |
| Apriem Advisors | $49.2M | 473,733 | 4.26% | 26q | -12.7%-$7.2M |
| ENVESTNET ASSET MANAGEMENT INC | $48.4M | 465,552 | 0.01% | 31q | -15.8%-$9.0M |
| Whitaker-Myers Wealth Managers, LTD. | $44.8M | 430,701 | 7.48% | 15q | +6.2%+$2.6M |
| Ancora Advisors LLC | $43.1M | 414,625 | 0.83% | 31q | +5.9%+$2.4M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $43.0M | 413,518 | 9.37% | 19q | +2.2%+$939.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.6M | 410,179 | 0.02% | 31q | -9.3%-$4.4M |
| Summit Asset Management, LLC | $40.7M | 391,235 | 5.21% | 28q | +1.1%+$441.5K |
| STEPHENS INC /AR/ | $37.5M | 361,144 | 0.42% | 31q | -0.7%-$249.6K |
| Cerity Partners LLC | $35.9M | 345,579 | 0.04% | 29q | -1.6%-$584.5K |
| JNBA Financial Advisors | $35.2M | 338,932 | 2.67% | 31q | -5.3%-$2.0M |
| ASSETMARK, INC | $34.0M | 326,978 | 0.06% | 13q | +14.7%+$4.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $32.2M | 309,771 | 0.04% | 22q | -4.0%-$1.4M |
| OneDigital Investment Advisors LLC | $31.8M | 305,588 | 0.27% | 31q | -4.1%-$1.4M |
| Planned Solutions, Inc. | $30.0M | 288,767 | 8.60% | 23q | -0.9%-$282.6K |
| GOLDMAN SACHS GROUP INC | $30.0M | 288,598 | 0.00% | 2q | +69.4%+$12.3M |
| Integrated Wealth Concepts LLC | $29.9M | 288,074 | 0.20% | 14q | +16.9%+$4.3M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $29.5M | 283,812 | 0.83% | 31q | +1.5%+$425.2K |
| NewEdge Advisors, LLC | $29.1M | 279,802 | 0.09% | 19q | +2.9%+$822.8K |
| Buttonwood Financial Advisors Inc. | $28.2M | 271,209 | 8.58% | 19q | -1.1%-$326.9K |
| STIFEL FINANCIAL CORP | $27.6M | 265,937 | 0.02% | 31q | -17.7%-$6.0M |
| Brookstone Capital Management | $27.1M | 260,797 | 0.27% | 31q | -3.4%-$964.9K |
| Geneos Wealth Management Inc. | $26.8M | 257,808 | 0.55% | 37q | +1.9%+$490.4K |
| Ethos Financial Group, LLC | $26.6M | 246,848 | 1.78% | 15q | +21.0%+$4.6M |
| Private Advisor Group, LLC | $26.5M | 255,291 | 0.12% | 31q | -32.7%-$12.9M |
| CEERA INVESTMENTS, LLC | $25.3M | 243,555 | 10.73% | 22q | -38.1%-$15.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 249,867 | 0.04% | 12q | -12.2%-$3.5M |
| Wealthcare Advisory Partners LLC | $22.9M | 220,424 | 0.43% | 15q | HELD |
| KRM WEALTH MANAGEMENT L.L.C. | $22.9M | 220,050 | 10.07% | 3q | +6.7%+$1.4M |
| Creative Planning | $22.2M | 213,905 | 0.01% | 31q | -8.0%-$1.9M |
| Berkshire Money Management, Inc. | $22.2M | 213,872 | 2.03% | 11q | -0.6%-$133.7K |
| Harbour Trust & Investment Management Co | $21.6M | 207,803 | 2.08% | 11q | +1.9%+$401.2K |
| MML INVESTORS SERVICES, LLC | $21.2M | 204,171 | 0.04% | 31q | +5.1%+$1.0M |
| Altus Wealth Group LLC | $20.5M | 197,070 | 7.40% | 15q | +0.5%+$103.5K |
| James J. Burns & Company, LLC | $20.2M | 194,610 | 2.19% | 16q | +6.6%+$1.2M |
| Prospera Financial Services Inc | $20.0M | 192,356 | 0.29% | 21q | -6.5%-$1.4M |
| HOWARD FINANCIAL SERVICES, LTD. | $19.4M | 186,796 | 1.01% | 26q | +74.4%+$8.3M |
| Etesian Wealth Advisors, Inc. | $19.4M | 186,600 | 5.73% | 15q | -5.0%-$1.0M |
| Graver Capital Management, LLC | $19.4M | 186,152 | 13.79% | 7q | -2.8%-$561.2K |
| Summit Financial, LLC | $18.8M | 181,107 | 0.21% | 7q | -15.9%-$3.6M |
| JPMORGAN CHASE & CO | $18.7M | 180,743 | 0.00% | 31q | +38.0%+$5.2M |
| Beaumont Asset Management, L.L.C. | $18.6M | 179,283 | 7.24% | 27q | -3.9%-$751.5K |
| New England Private Wealth Advisors LLC | $17.1M | 163,882 | 1.66% | 13q | -4.8%-$857.5K |
| MAI Capital Management | $16.6M | 159,278 | 0.06% | 19q | -3.1%-$537.4K |
| CABOT WEALTH MANAGEMENT INC | $16.4M | 157,363 | 1.67% | 8q | +67.6%+$6.6M |
| Corient Private Wealth LP | $16.2M | 155,588 | 0.02% | 15q | +131.6%+$9.2M |
| IFP Advisors, Inc | $15.9M | 152,692 | 0.29% | 39q | +4.3%+$655.1K |
| HBW ADVISORY SERVICES LLC | $15.6M | 149,886 | 1.41% | 13q | +1.0%+$160.8K |
| CITIGROUP INC | $15.1M | 145,158 | 0.00% | 31q | -8.6%-$1.4M |
| FINANCIAL MANAGEMENT NETWORK INC | $15.0M | 141,620 | 2.16% | 23q | -70.0%-$35.0M |
| Mariner, LLC | $14.8M | 142,289 | 0.02% | 17q | -48.9%-$14.2M |
| Sanctuary Advisors, LLC | $14.6M | 140,741 | 0.07% | 9q | HELD |
| DAVENPORT & Co LLC | $14.6M | 140,567 | 0.07% | 31q | -2.6%-$391.0K |
| Visionary Wealth Advisors | $14.5M | 139,301 | 0.57% | 24q | -32.2%-$6.9M |
| Baird Financial Group, Inc. | $14.4M | 138,403 | 0.02% | 30q | +0.5%+$76.9K |
| Joseph Group Capital Management | $14.3M | 137,649 | 3.01% | 6q | +0.9%+$125.8K |
| Tanager Wealth Management LLP | $13.9M | 134,068 | 1.21% | 18q | -10.3%-$1.6M |
| Robertson Stephens Wealth Management, LLC | $13.9M | 133,988 | 0.34% | 9q | +8.1%+$1.0M |
| Sequoia Financial Advisors, LLC | $13.9M | 133,862 | 0.07% | 19q | +1.9%+$263.3K |
| Family Office Research LLC | $13.9M | 133,838 | 5.22% | 7q | HELD |
| AlphaCore Capital LLC | $13.6M | 130,752 | 0.25% | 6q | HELD |
| Napier Financial, LLC | $13.0M | 125,479 | 2.72% | 3q | +0.7%+$85.4K |
| OPPENHEIMER & CO INC | $12.9M | 124,468 | 0.14% | 31q | -1.9%-$250.5K |
| &PARTNERS | $12.9M | 123,665 | 0.05% | 11q | -2.5%-$323.9K |
| Unique Wealth Strategies, LLC | $12.8M | 123,130 | 4.65% | 10q | +5.1%+$618.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $12.7M | 122,445 | 0.24% | 23q | -3.2%-$419.4K |
| Fermata Advisors, LLC | $12.7M | 122,411 | 2.57% | 21q | -1.5%-$190.1K |
| Rockefeller Capital Management L.P. | $12.3M | 118,099 | 0.02% | 25q | -49.9%-$12.2M |
| Financial Solutions Advisory Group, Inc. | $11.9M | 112,420 | 1.50% | 2q | +1.0%+$119.1K |
| 46 Peaks LLC | $11.9M | 114,115 | 7.46% | 3q | +18.2%+$1.8M |
| Thrivent Financial for Lutherans | $11.8M | 113,379 | 0.02% | 18q | -1.3%-$160.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.5M | 110,493 | 0.13% | 14q | -21.8%-$3.2M |
| MISSION WEALTH MANAGEMENT, LP | $11.1M | 106,524 | 0.14% | 3q | +3315.3%+$10.8M |
| Boyce & Associates Wealth Consulting, Inc. | $10.9M | 105,069 | 7.57% | 17q | +2.4%+$257.1K |
Showing the largest 100 of 736 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 285 | $1.3B | 12,035,644 | 19 | 60 | 117 | 0.0% |
| Q2 2026 | 736 | $6.9B | 66,198,255 | 47 | 164 | 349 | 0.0% |
| Q1 2026 | 728 | $7.0B | 72,125,323 | 51 | 176 | 312 | 0.0% |
| Q4 2025 | 728 | $7.8B | 75,135,834 | 58 | 192 | 280 | 0.0% |
| Q3 2025 | 680 | $7.5B | 75,900,408 | 32 | 151 | 325 | 0.0% |
| Q2 2025 | 694 | $7.7B | 81,779,468 | 44 | 158 | 350 | 0.0% |
| Q1 2025 | 708 | $8.0B | 91,471,207 | 54 | 209 | 294 | 0.1% |
| Q4 2024 | 716 | $9.1B | 98,554,534 | 45 | 274 | 197 | 0.0% |
| Q3 2024 | 672 | $9.6B | 98,697,202 | 52 | 259 | 209 | 0.0% |
| Q2 2024 | 659 | $8.4B | 96,937,141 | 61 | 263 | 193 | 0.0% |
| Q1 2024 | 634 | $10.5B | 116,589,856 | 66 | 307 | 150 | 0.1% |
| Q4 2023 | 615 | $8.4B | 98,726,527 | 92 | 276 | 126 | 0.0% |
| Q3 2023 | 522 | $5.8B | 76,574,825 | 83 | 247 | 106 | 0.0% |
| Q2 2023 | 460 | $5.3B | 66,461,817 | 91 | 204 | 85 | 0.3% |
| Q1 2023 | 384 | $4.0B | 53,336,104 | 41 | 138 | 124 | 2.1% |
| Q4 2022 | 376 | $4.3B | 65,698,888 | 36 | 141 | 125 | 0.7% |
| Q3 2022 | 344 | $51.3B | 855,194,450 | 28 | 138 | 102 | 0.0% |
| Q2 2022 | 341 | $54.3B | 852,343,491 | 36 | 140 | 96 | 0.0% |
| Q1 2022 | 342 | $62.4B | 835,981,336 | 29 | 140 | 110 | 0.0% |
| Q4 2021 | 347 | $19.5B | 256,418,710 | 31 | 162 | 65 | 0.0% |
| Q3 2021 | 306 | $11.1B | 152,534,380 | 40 | 151 | 54 | 0.0% |
| Q2 2021 | 301 | $9.0B | 124,342,665 | 40 | 152 | 42 | 0.0% |
| Q1 2021 | 276 | $7.9B | 114,247,798 | 35 | 112 | 63 | 0.0% |
| Q4 2020 | 254 | $6.4B | 102,843,289 | 28 | 91 | 65 | 0.1% |
| Q3 2020 | 225 | $11.3B | 205,962,085 | 16 | 72 | 69 | 0.0% |
| Q2 2020 | 228 | $13.7B | 261,271,209 | 41 | 85 | 63 | 0.0% |
| Q1 2020 | 209 | $11.2B | 254,817,456 | 31 | 74 | 66 | 0.0% |
| Q4 2019 | 223 | $10.6B | 193,708,266 | 39 | 93 | 28 | 0.0% |
| Q3 2019 | 174 | $10.9B | 217,355,549 | 19 | 67 | 41 | 0.0% |
| Q2 2019 | 171 | $9.9B | 206,387,392 | 20 | 81 | 29 | 0.0% |
| Q1 2019 | 168 | $9.2B | 195,991,668 | 38 | 70 | 23 | 0.1% |
| Q4 2018 | 138 | $6.6B | 159,962,499 | 1 | 6 | 3 | 0.0% |