Vault-13

VANECK ETF TRUST MOAT

MRNGSTR WDE MOAT · ETP · CUSIP 92189F643

725 institutional holders +0 vs Q4 2025
72,098,74372.1m shares reported held*
$7.0bnreported value*
52 new 189 added 336 reduced 52 sold out net sold ≈ $291.8m (-3.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.67. Options: 1 managers hold calls ($203.1k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 352Q4 22: 374Q1 23: 381Q2 23: 460Q3 23: 522Q4 23: 617Q1 24: 633Q2 24: 661Q3 24: 673Q4 24: 715Q1 25: 707Q2 25: 693Q3 25: 679Q4 25: 725Q1 26: 725725Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022352
Q4 2022374
Q1 2023381
Q2 2023460
Q3 2023522
Q4 2023617
Q1 2024633
Q2 2024661
Q3 2024673
Q4 2024715
Q1 2025707
Q2 2025693
Q3 2025679
Q4 2025725
Q1 2026725

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q2 24: 335 bought or addedQ2 24: 254 cut or sold outQ3 24: 328 bought or addedQ3 24: 266 cut or sold outQ3 24Q4 24: 337 bought or addedQ4 24: 265 cut or sold outQ1 25: 271 bought or addedQ1 25: 362 cut or sold outQ1 25Q2 25: 211 bought or addedQ2 25: 415 cut or sold outQ3 25: 188 bought or addedQ3 25: 385 cut or sold outQ3 25Q4 25: 281 bought or addedQ4 25: 346 cut or sold outQ1 26: 241 bought or addedQ1 26: 388 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024335254
Q3 2024328266
Q4 2024337265
Q1 2025271362
Q2 2025211415
Q3 2025188385
Q4 2025281346
Q1 2026241388

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ2 25 calls: $2.0mQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $852.3kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $300.3kQ4 25 puts: $341.7kQ4 25P/C 1.14Q1 26 calls: $203.1kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$2.0m$00.00
Q3 2025$852.3k$00.00
Q4 2025$300.3k$341.7k1.14
Q1 2026$203.1k$00.00

Biggest buyers

Mesirow Financial Investment Management, Inc. Added +690,768+690.8k
Integrated Wealth Concepts LLC Added +241,761+241.8k
GOLDMAN SACHS GROUP INC New +170,373+170.4k
Equitable Holdings, Inc. Added +143,750+143.8k
JONES FINANCIAL COMPANIES LLLP Added +139,689+139.7k
Mariner, LLC Added +107,831+107.8k
Independent Advisor Alliance New +91,787+91.8k
CITADEL ADVISORS LLC New +91,450+91.5k
Qube Research & Technologies Ltd New +88,990+89.0k
Boulay Financial Advisors, LLC Added +87,513+87.5k

Biggest sellers

LPL Financial LLC Reduced -753,346-753.3k
MORGAN STANLEY Reduced -377,677-377.7k
RAYMOND JAMES FINANCIAL INC Reduced -352,025-352.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -343,025-343.0k
AMERIPRISE FINANCIAL INC Reduced -328,481-328.5k
BANK OF AMERICA CORP /DE/ Reduced -310,846-310.8k
SHP Wealth Management Reduced -226,004-226.0k
WELLS FARGO & COMPANY/MN Reduced -188,764-188.8k
STIFEL FINANCIAL CORP Reduced -181,404-181.4k
UBS Group AG Reduced -168,026-168.0k

Biggest calls

CITADEL ADVISORS LLC Reduced $203.1k2.1k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 6,036,8646.0m $583.8m $583.8m 0.04% Reduced -377.7k -377,677
2 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 5,830,3115.8m $563.8m $563.8m 0.15% Reduced -753.3k -753,346
3 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 5,732,5525.7m $554.3m $554.3m 0.04% Reduced -310.8k -310,846
4 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 2,683,4852.7m $259.5m $259.5m 0.08% Reduced -352.0k -352,025
5 Mesirow Financial Investment Management, Inc. 4.19% of their portfolio CHICAGO, IL 2,675,2942.7m $258.7m $258.7m 4.19% Added +690.8k +690,768
6 Boulay Financial Advisors, LLC 24.64% of their portfolio EDEN PRAIRIE, MN 2,220,2122.2m $214.7m $214.7m 24.64% Added +87.5k +87,513
7 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 2,103,6562.1m $203.4m $203.4m 0.04% Reduced -188.8k -188,764
8 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 1,378,5731.4m $130.0m $130.0m 0.06% Added +139.7k +139,689
9 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 1,343,8811.3m $130.0m $130.0m 0.18% Reduced -25.3k -25,300
10 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 1,157,9661.2m $112.0m $112.0m 0.12% Reduced -13.4k -13,413
11 SOUTHERN FARM BUREAU LIFE INSURANCE 11.31% of their portfolio JACKSON, MS 1,107,9671.1m $107.2m $107.2m 11.31% Unchanged
12 UBS Group AG 0.02% of their portfolio ZURICH, V8 938,460938.5k $90.7m $90.7m 0.02% Reduced -168.0k -168,026
13 Provenance Wealth Advisors, LLC 8.87% of their portfolio FORT LAUDERDALE, FL 866,012866.0k $83.7m $83.7m 8.87% Reduced -25.3k -25,297
14 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 833,825833.8k $80.6m $80.6m 0.02% Added +81.6k +81,552
15 FIRST FOUNDATION ADVISORS 2.90% of their portfolio Irvine, CA 743,411743.4k $71.9m $71.9m 2.90% Reduced -17.1k -17,115
16 SFMG, LLC 4.46% of their portfolio PLANO, TX 672,286672.3k $65.0m $65.0m 4.46% Added +31.5k +31,472
17 Verde Capital Management 13.61% of their portfolio CLARKSTON, MI 658,249658.2k $63.7m $63.7m 13.61% Added +31.9k +31,931
18 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 656,051656.1k $63.4m $63.4m 0.16% Reduced -32.3k -32,339
19 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 638,646638.6k $61.8m $61.8m 0.09% Added +55.3k +55,345
20 CWM, LLC 0.16% of their portfolio OMAHA, NE 624,885624.9k $60.4m $60.4m 0.16% Reduced -21.7k -21,673
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.36% of their portfolio IRVING, TX 611,351611.4k $59.1m $59.1m 0.36% Added +15.0k +14,955
22 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 603,026603.0k $58.4m $58.4m 0.01% Reduced -328.5k -328,481
23 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 574,221574.2k $55.5m $55.5m 0.06% Reduced -4.3k -4,257
24 Kelman-Lazarov, Inc. 7.78% of their portfolio MEMPHIS, TN 561,025561.0k $54.3m $54.3m 7.78% Added +5.0k +5,005
25 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 552,588552.6k $53.4m $53.4m 0.01% Added +59.6k +59,575
26 Apriem Advisors 5.01% of their portfolio IRVINE, CA 542,530542.5k $52.5m $52.5m 5.01% Added +29.3k +29,289
27 Leelyn Smith, LLC 6.94% of their portfolio GENEVA, IL 511,612511.6k $49.5m $49.5m 6.94% Added +20.2k +20,186
28 Harbor Group, Inc. 6.77% of their portfolio BEDFORD, NH 484,623484.6k $46.9m $46.9m 6.77% Added +12.7k +12,737
29 REGATTA CAPITAL GROUP, LLC 7.06% of their portfolio EL SEGUNDO, CA 482,403482.4k $46.6m $46.6m 7.06% Added +6.7k +6,747
30 CAHILL FINANCIAL ADVISORS INC 5.02% of their portfolio EDINA, MN 479,270479.3k $46.3m $46.3m 5.02% Reduced -86.3k -86,287
31 FINANCIAL MANAGEMENT NETWORK INC 7.14% of their portfolio MISSION VIEJO, CA 471,314471.3k $46.6m $46.6m 7.14% Reduced -12.4k -12,413
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 452,163452.2k $43.7m $43.7m 0.03% Reduced -64.5k -64,530
33 Whitaker-Myers Wealth Managers, LTD. 7.82% of their portfolio Mansfield, OH 405,471405.5k $39.2m $39.2m 7.82% Added +9.8k +9,817
34 G2 CAPITAL MANAGEMENT, LLC / OH 9.51% of their portfolio COLUMBUS, OH 404,482404.5k $39.1m $39.1m 9.51% Added +4.8k +4,789
35 CEERA INVESTMENTS, LLC 16.69% of their portfolio BELLAIRE, TX 393,572393.6k $38.1m $38.1m 16.69% Reduced -40.8k -40,840
36 Ancora Advisors LLC 0.81% of their portfolio Cleveland, OH 391,354391.4k $37.8m $37.8m 0.81% Added +36.2k +36,186
37 Summit Asset Management, LLC 5.21% of their portfolio MEMPHIS, TN 386,988387.0k $37.4m $37.4m 5.21% Added +4.9k +4,925
38 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 379,060379.1k $36.7m $36.7m 0.17% Reduced -16.3k -16,265
39 STEPHENS INC /AR/ 0.44% of their portfolio LITTLE ROCK, AR 363,545363.5k $35.2m $35.2m 0.44% Reduced -11.9k -11,853
40 JNBA Financial Advisors 2.88% of their portfolio BLOOMINGTON, MN 358,066358.1k $34.6m $34.6m 2.88% Reduced -16.5k -16,538
41 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 351,201351.2k $34.0m $34.0m 0.05% Added +10.4k +10,441
42 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 323,188323.2k $31.3m $31.3m 0.03% Reduced -181.4k -181,404
43 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 322,809322.8k $31.2m $31.2m 0.05% Reduced -343.0k -343,025
44 OneDigital Investment Advisors LLC 0.30% of their portfolio OVERLAND PARK, KS 318,628318.6k $30.8m $30.8m 0.30% Reduced -148.0k -147,991
45 Richmond Investment Services, LLC 4.73% of their portfolio Mequon, WI 302,917302.9k $29.3m $29.3m 4.73% Added +6.9k +6,944
46 Planned Solutions, Inc. 9.30% of their portfolio FOLSOM, CA 291,485291.5k $28.2m $28.2m 9.30% Reduced -254 -254
47 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 285,066285.1k $27.6m $27.6m 0.06% Added +5.6k +5,561
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 284,664284.7k $26.2m $26.2m 0.06% Reduced -70.7k -70,747
49 LEVEL FOUR ADVISORY SERVICES, LLC 0.89% of their portfolio DALLAS, TX 279,722279.7k $27.0m $27.0m 0.89% Reduced -16.4k -16,400
50 Mariner, LLC 0.03% of their portfolio Overland Park, KS 278,667278.7k $26.9m $26.9m 0.03% Added +107.8k +107,831
51 Buttonwood Financial Advisors Inc. 8.88% of their portfolio BALTIMORE, MD 274,353274.4k $26.5m $26.5m 8.88% Reduced -12.9k -12,857
52 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 271,887271.9k $26.3m $26.3m 0.09% Added +14.4k +14,390
53 Brookstone Capital Management 0.30% of their portfolio WHEATON, IL 270,078270.1k $26.1m $26.1m 0.30% Reduced -9.0k -8,967
54 Concurrent Investment Advisors, LLC 0.28% of their portfolio Tampa, FL 265,625265.6k $25.7m $25.7m 0.28% Added +10.8k +10,782
55 Geneos Wealth Management Inc. 0.57% of their portfolio ENGLEWOOD, CO 253,091253.1k $24.5m $24.5m 0.57% Reduced -8.5k -8,547
56 Virtus Wealth Solutions LLC 4.57% of their portfolio CRANFORD, NJ 248,065248.1k $24.0m $24.0m 4.57% Reduced -4.5k -4,467
57 Integrated Wealth Concepts LLC 0.19% of their portfolio WALTHAM, MA 246,468246.5k $23.8m $23.8m 0.19% Added +241.8k +241,761
58 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 235,842235.8k $22.8m $22.8m 0.04% Added +5.8k +5,798
59 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 234,293234.3k $22.7m $22.7m 0.00% Added +27.0k +27,011
60 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 232,406232.4k $22.5m $22.5m 0.02% Added +17.8k +17,805
61 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 220,334220.3k $21.9m $21.9m 0.14% Added +143.8k +143,750
62 Wealthcare Advisory Partners LLC 0.41% of their portfolio WEST CHESTER, PA 219,384219.4k $21.2m $21.2m 0.41% Added +5.6k +5,603
63 Summit Financial, LLC 0.27% of their portfolio PARSIPPANY, NJ 215,439215.4k $20.8m $20.8m 0.27% Added +3.4k +3,403
64 Berkshire Money Management, Inc. 2.13% of their portfolio DALTON, MA 215,158215.2k $20.8m $20.8m 2.13% Added +2.5k +2,544
65 Steward Partners Investment Advisory, LLC 0.11% of their portfolio STAMFORD, CT 213,756213.8k $20.7m $20.7m 0.11% Added +2.6k +2,564
66 KRM WEALTH MANAGEMENT L.L.C. 10.39% of their portfolio RENO, NV 206,304206.3k $19.9m $19.9m 10.39% Added +6.2k +6,211
67 Prospera Financial Services Inc 0.32% of their portfolio Dallas, TX 205,801205.8k $19.9m $19.9m 0.32% Added +2.3k +2,308
68 Visionary Wealth Advisors 0.88% of their portfolio O'FALLON, IL 205,555205.6k $19.9m $19.9m 0.88% Reduced -6.3k -6,341
69 Harbour Trust & Investment Management Co 2.09% of their portfolio MICHIGAN CITY, IN 203,944203.9k $19.7m $19.7m 2.09% Added +8.4k +8,351
70 Ethos Financial Group, LLC 1.44% of their portfolio KING OF PRUSSIA, PA 203,930203.9k $19.7m $19.7m 1.44% Reduced -3.8k -3,847
71 Activest Wealth Management 3.38% of their portfolio AVENTURA, FL 199,112199.1k $19.3m $19.3m 3.38% Reduced -36.5k -36,531
72 Etesian Wealth Advisors, Inc. 6.06% of their portfolio West Linn, OR 196,364196.4k $19.0m $19.0m 6.06% Added +5.1k +5,063
73 Altus Wealth Group LLC 7.77% of their portfolio COLORADO SPRINGS, CO 196,074196.1k $19.0m $19.0m 7.77% Added +8.2k +8,225
74 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 194,212194.2k $18.8m $18.8m 0.05% Reduced -24.8k -24,755
75 Graver Capital Management, LLC 14.07% of their portfolio COLUMBUS, OH 191,550191.6k $18.5m $18.5m 14.07% Added +13.8k +13,755
76 Beaumont Asset Management, L.L.C. 8.12% of their portfolio BEAUMONT, TX 186,512186.5k $18.0m $18.0m 8.12% Reduced -28.1k -28,133
77 James J. Burns & Company, LLC 2.40% of their portfolio MELVILLE, NY 182,613182.6k $17.7m $17.7m 2.40% Added +9.6k +9,627
78 New England Private Wealth Advisors LLC 1.92% of their portfolio WELLESLEY, MA 172,083172.1k $16.6m $16.6m 1.92% Reduced -6.4k -6,389
79 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 170,373170.4k $16.5m $16.5m 0.00% New
80 MAI Capital Management 0.09% of their portfolio INDEPENDENCE, OH 164,447164.4k $15.9m $15.9m 0.09% Reduced -1.1k -1,075
81 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 158,734158.7k $15.3m $15.3m 0.01% Reduced -24.9k -24,851
82 Tanager Wealth Management LLP 1.40% of their portfolio Goring On Thames, X0 149,422149.4k $14.4m $14.4m 1.40% Reduced -10.4k -10,359
83 HBW ADVISORY SERVICES LLC 1.51% of their portfolio SIMI VALLEY, CA 148,339148.3k $14.3m $14.3m 1.51% Reduced -22.6k -22,587
84 IFP Advisors, Inc 0.29% of their portfolio TAMPA, FL 146,391146.4k $14.2m $14.2m 0.29% Reduced -13.6k -13,631
85 DAVENPORT & Co LLC 0.08% of their portfolio RICHMOND, VA 144,328144.3k $14.0m $14.0m 0.08% Reduced -19.9k -19,861
86 KESTRA PRIVATE WEALTH SERVICES, LLC 0.17% of their portfolio AUSTIN, TX 141,280141.3k $13.7m $13.7m 0.17% Reduced -14.6k -14,585
87 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 141,006141.0k $13.6m $13.6m 0.07% Reduced -6.1k -6,137
88 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 137,663137.7k $13.3m $13.3m 0.02% Added +23.3k +23,331
89 Joseph Group Capital Management 3.30% of their portfolio COLUMBUS, OH 136,439136.4k $13.2m $13.2m 3.30% Added +2.5k +2,500
90 Family Office Research LLC 5.65% of their portfolio Bethesda, MD 134,500134.5k $13.0m $13.0m 5.65% Reduced -3.5k -3,519
91 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 131,329131.3k $12.7m $12.7m 0.07% Reduced -21.9k -21,910
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 130,935130.9k $12.4m $12.4m 0.00% Added +7.1k +7,097
93 AlphaCore Capital LLC 0.30% of their portfolio LA JOLLA, CA 130,752130.8k $12.6m $12.6m 0.30% Added +4.9k +4,913
94 Goldstone Financial Group, LLC 1.37% of their portfolio OAKBROOK TERRACE, IL 130,566130.6k $12.6m $12.6m 1.37% Reduced -3.4k -3,352
95 OPPENHEIMER & CO INC 0.15% of their portfolio NEW YORK, NY 126,878126.9k $12.3m $12.3m 0.15% Added +2.8k +2,831
96 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 126,782126.8k $12.3m $12.3m 0.06% Added +9.7k +9,694
97 INDEPENDENT FINANCIAL GROUP, LLC 0.27% of their portfolio SAN DIEGO, CA 126,479126.5k $12.2m $12.2m 0.27% Reduced -2.6k -2,576
98 Napier Financial, LLC 2.76% of their portfolio BRAINTREE, MA 124,658124.7k $12.1m $12.1m 2.76% Added +1.0k +1,008
99 Fermata Advisors, LLC 2.71% of their portfolio SONOMA, CA 124,240124.2k $12.0m $12.0m 2.71% Reduced -830 -830
100 Robertson Stephens Wealth Management, LLC 0.34% of their portfolio San Francisco, CA 123,900123.9k $12.0m $12.0m 0.34% Reduced -995 -995