Vault-13

VANECK ETF TRUST MOAT

MRNGSTR WDE MOAT · ETP · CUSIP 92189F643

728 institutional holders +3 vs Q1 2026
66,043,70566.0m shares reported held*
$6.9bnreported value*
46 new 174 added 357 reduced 39 sold out net sold ≈ $550.8m (-5.3m 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.97. Options: 3 managers hold calls ($2.3m notional), 0 hold puts (—).

Trends to Q2 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: 725Q2 26: 728728Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026728

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 24: 328 bought or addedQ3 24: 266 cut or sold outQ4 24: 337 bought or addedQ4 24: 265 cut or sold outQ4 24Q1 25: 271 bought or addedQ1 25: 362 cut or sold outQ2 25: 211 bought or addedQ2 25: 415 cut or sold outQ2 25Q3 25: 188 bought or addedQ3 25: 385 cut or sold outQ4 25: 281 bought or addedQ4 25: 346 cut or sold outQ4 25Q1 26: 241 bought or addedQ1 26: 388 cut or sold outQ2 26: 220 bought or addedQ2 26: 396 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024328266
Q4 2024337265
Q1 2025271362
Q2 2025211415
Q3 2025188385
Q4 2025281346
Q1 2026241388
Q2 2026220396

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 0.00Q2 26 calls: $2.3mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$852.3k$00.00
Q4 2025$300.3k$341.7k1.14
Q1 2026$203.1k$00.00
Q2 2026$2.3m$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +537,789+537.8k
GOLDMAN SACHS GROUP INC Added +118,225+118.2k
MISSION WEALTH MANAGEMENT, LP Added +103,405+103.4k
TUDOR INVESTMENT CORP ET AL New +97,185+97.2k
Corient Private Wealth LP Added +88,405+88.4k
Boulay Financial Advisors, LLC Added +67,407+67.4k
CABOT WEALTH MANAGEMENT INC Added +63,464+63.5k
JPMORGAN CHASE & CO Added +49,808+49.8k
Integrated Wealth Concepts LLC Added +45,947+45.9k
Ethos Financial Group, LLC Added +42,918+42.9k

Biggest sellers

LPL Financial LLC Reduced -604,430-604.4k
BANK OF AMERICA CORP /DE/ Reduced -441,161-441.2k
RAYMOND JAMES FINANCIAL INC Reduced -349,979-350.0k
FINANCIAL MANAGEMENT NETWORK INC Reduced -329,694-329.7k
MORGAN STANLEY Reduced -310,351-310.4k
Virtus Wealth Solutions LLC Sold out -248,065-248.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -213,763-213.8k
UBS Group AG Reduced -213,522-213.5k
WELLS FARGO & COMPANY/MN Reduced -208,372-208.4k
Bank of New York Mellon Corp Reduced -208,237-208.2k

Biggest calls

JANE STREET GROUP, LLC New $1.5m14.8k shares
CITADEL ADVISORS LLC Added $405.4k3.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $395.0k3.8k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,726,5135.7m $595.3m $595.3m 0.03% Reduced -310.4k -310,351
2 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 5,291,3915.3m $550.1m $550.1m 0.04% Reduced -441.2k -441,161
3 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 5,225,8815.2m $543.3m $543.3m 0.12% Reduced -604.4k -604,430
4 Mesirow Financial Investment Management, Inc. 4.32% of their portfolio CHICAGO, IL 2,647,4942.6m $275.2m $275.2m 4.32% Reduced -27.8k -27,800
5 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 2,333,5062.3m $242.6m $242.6m 0.07% Reduced -350.0k -349,979
6 Boulay Financial Advisors, LLC 22.02% of their portfolio EDEN PRAIRIE, MN 2,287,6192.3m $237.8m $237.8m 22.02% Added +67.4k +67,407
7 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,895,2841.9m $197.0m $197.0m 0.03% Reduced -208.4k -208,372
8 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 1,360,2501.4m $140.3m $140.3m 0.06% Reduced -18.3k -18,323
9 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 1,193,8401.2m $124.1m $124.1m 0.14% Added +537.8k +537,789
10 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 1,153,6321.2m $119.9m $119.9m 0.11% Reduced -4.3k -4,334
11 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,130,1181.1m $117.5m $117.5m 0.15% Reduced -213.8k -213,763
12 SOUTHERN FARM BUREAU LIFE INSURANCE 11.02% of their portfolio JACKSON, MS 1,107,9671.1m $115.2m $115.2m 11.02% Unchanged
13 Provenance Wealth Advisors, LLC 8.36% of their portfolio FORT LAUDERDALE, FL 844,350844.4k $87.8m $87.8m 8.36% Reduced -21.7k -21,662
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 843,420843.4k $87.7m $87.7m 0.01% Added +9.6k +9,595
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 724,938724.9k $75.4m $75.4m 0.01% Reduced -213.5k -213,522
16 Verde Capital Management 13.28% of their portfolio CLARKSTON, MI 690,661690.7k $71.8m $71.8m 13.28% Added +32.4k +32,412
17 SFMG, LLC 4.32% of their portfolio PLANO, TX 681,430681.4k $70.8m $70.8m 4.32% Added +9.1k +9,144
18 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 637,255637.3k $66.3m $66.3m 0.08% Reduced -1.4k -1,391
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.35% of their portfolio IRVING, TX 617,016617.0k $64.2m $64.2m 0.35% Added +5.7k +5,665
20 FIRST FOUNDATION ADVISORS 2.22% of their portfolio Irvine, CA 593,918593.9k $61.7m $61.7m 2.22% Reduced -149.5k -149,493
21 Kelman-Lazarov, Inc. 7.67% of their portfolio MEMPHIS, TN 562,820562.8k $58.5m $58.5m 7.67% Added +1.8k +1,795
22 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 539,046539.0k $56.0m $56.0m 0.05% Reduced -35.2k -35,175
23 Leelyn Smith, LLC 6.69% of their portfolio GENEVA, IL 529,240529.2k $55.0m $55.0m 6.69% Added +17.6k +17,628
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 528,915528.9k $55.0m $55.0m 0.01% Reduced -74.1k -74,111
25 Harbor Group, Inc. 6.12% of their portfolio BEDFORD, NH 500,928500.9k $52.1m $52.1m 6.12% Added +16.3k +16,305
26 REGATTA CAPITAL GROUP, LLC 6.68% of their portfolio EL SEGUNDO, CA 477,919477.9k $49.7m $49.7m 6.68% Reduced -4.5k -4,484
27 CAHILL FINANCIAL ADVISORS INC 4.75% of their portfolio EDINA, MN 476,253476.3k $49.5m $49.5m 4.75% Reduced -3.0k -3,017
28 Apriem Advisors 4.26% of their portfolio IRVINE, CA 473,733473.7k $49.2m $49.2m 4.26% Reduced -68.8k -68,797
29 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 465,552465.6k $48.4m $48.4m 0.01% Reduced -87.0k -87,036
30 Whitaker-Myers Wealth Managers, LTD. 7.48% of their portfolio Mansfield, OH 430,701430.7k $44.8m $44.8m 7.48% Added +25.2k +25,230
31 Ancora Advisors LLC 0.83% of their portfolio Cleveland, OH 414,625414.6k $43.1m $43.1m 0.83% Added +23.3k +23,271
32 G2 CAPITAL MANAGEMENT, LLC / OH 9.37% of their portfolio COLUMBUS, OH 413,518413.5k $43.0m $43.0m 9.37% Added +9.0k +9,036
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 410,179410.2k $42.6m $42.6m 0.02% Reduced -42.0k -41,984
34 Summit Asset Management, LLC 5.21% of their portfolio MEMPHIS, TN 391,235391.2k $40.7m $40.7m 5.21% Added +4.2k +4,247
35 STEPHENS INC /AR/ 0.42% of their portfolio LITTLE ROCK, AR 361,144361.1k $37.5m $37.5m 0.42% Reduced -2.4k -2,401
36 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 345,579345.6k $35.9m $35.9m 0.04% Reduced -5.6k -5,622
37 JNBA Financial Advisors 2.67% of their portfolio BLOOMINGTON, MN 338,932338.9k $35.2m $35.2m 2.67% Reduced -19.1k -19,134
38 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 326,978327.0k $34.0m $34.0m 0.06% Added +41.9k +41,912
39 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 309,771309.8k $32.2m $32.2m 0.04% Reduced -13.0k -13,038
40 OneDigital Investment Advisors LLC 0.27% of their portfolio OVERLAND PARK, KS 305,588305.6k $31.8m $31.8m 0.27% Reduced -13.0k -13,040
41 Integrated Wealth Concepts LLC 0.15% of their portfolio WALTHAM, MA 292,415292.4k $30.4m $30.4m 0.15% Added +45.9k +45,947
42 Planned Solutions, Inc. 8.64% of their portfolio FOLSOM, CA 288,767288.8k $30.0m $30.0m 8.64% Reduced -2.7k -2,718
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 288,598288.6k $30.0m $30.0m 0.00% Added +118.2k +118,225
44 LEVEL FOUR ADVISORY SERVICES, LLC 0.83% of their portfolio DALLAS, TX 283,812283.8k $29.5m $29.5m 0.83% Added +4.1k +4,090
45 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 279,802279.8k $29.1m $29.1m 0.09% Added +7.9k +7,915
46 Buttonwood Financial Advisors Inc. 8.58% of their portfolio BALTIMORE, MD 271,209271.2k $28.2m $28.2m 8.58% Reduced -3.1k -3,144
47 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 265,937265.9k $27.6m $27.6m 0.02% Reduced -57.3k -57,251
48 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 260,797260.8k $27.1m $27.1m 0.27% Reduced -9.3k -9,281
49 Geneos Wealth Management Inc. 0.55% of their portfolio ENGLEWOOD, CO 257,808257.8k $26.8m $26.8m 0.55% Added +4.7k +4,717
50 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 255,291255.3k $26.5m $26.5m 0.12% Reduced -123.8k -123,769
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 249,867249.9k $25.0m $25.0m 0.04% Reduced -34.8k -34,797
52 Ethos Financial Group, LLC 1.78% of their portfolio KING OF PRUSSIA, PA 246,848246.8k $26.6m $26.6m 1.78% Added +42.9k +42,918
53 CEERA INVESTMENTS, LLC 10.73% of their portfolio BELLAIRE, TX 243,555243.6k $25.3m $25.3m 10.73% Reduced -150.0k -150,017
54 Wealthcare Advisory Partners LLC 0.43% of their portfolio WEST CHESTER, PA 220,424220.4k $22.9m $22.9m 0.43% Added +1.0k +1,040
55 KRM WEALTH MANAGEMENT L.L.C. 10.07% of their portfolio RENO, NV 220,050220.1k $22.9m $22.9m 10.07% Added +13.7k +13,746
56 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 213,905213.9k $22.2m $22.2m 0.01% Reduced -18.5k -18,501
57 Berkshire Money Management, Inc. 2.03% of their portfolio DALTON, MA 213,872213.9k $22.2m $22.2m 2.03% Reduced -1.3k -1,286
58 Harbour Trust & Investment Management Co 2.08% of their portfolio MICHIGAN CITY, IN 207,803207.8k $21.6m $21.6m 2.08% Added +3.9k +3,859
59 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 204,171204.2k $21.2m $21.2m 0.04% Added +10.0k +9,959
60 Altus Wealth Group LLC 7.40% of their portfolio COLORADO SPRINGS, CO 197,070197.1k $20.5m $20.5m 7.40% Added +996 +996
61 James J. Burns & Company, LLC 2.19% of their portfolio MELVILLE, NY 194,610194.6k $20.2m $20.2m 2.19% Added +12.0k +11,997
62 Prospera Financial Services Inc 0.29% of their portfolio Dallas, TX 192,356192.4k $20.0m $20.0m 0.29% Reduced -13.4k -13,445
63 Etesian Wealth Advisors, Inc. 5.73% of their portfolio West Linn, OR 186,600186.6k $19.4m $19.4m 5.73% Reduced -9.8k -9,764
64 Graver Capital Management, LLC 13.79% of their portfolio COLUMBUS, OH 186,152186.2k $19.4m $19.4m 13.79% Reduced -5.4k -5,398
65 Summit Financial, LLC 0.21% of their portfolio PARSIPPANY, NJ 181,107181.1k $18.8m $18.8m 0.21% Reduced -34.3k -34,332
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 180,743180.7k $18.7m $18.7m 0.00% Added +49.8k +49,808
67 Beaumont Asset Management, L.L.C. 7.24% of their portfolio BEAUMONT, TX 179,283179.3k $18.6m $18.6m 7.24% Reduced -7.2k -7,229
68 New England Private Wealth Advisors LLC 1.66% of their portfolio WELLESLEY, MA 163,882163.9k $17.1m $17.1m 1.66% Reduced -8.2k -8,201
69 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 159,278159.3k $16.6m $16.6m 0.06% Reduced -5.2k -5,169
70 CABOT WEALTH MANAGEMENT INC 1.67% of their portfolio BEVERLY, MA 157,363157.4k $16.4m $16.4m 1.67% Added +63.5k +63,464
71 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 155,588155.6k $16.2m $16.2m 0.02% Added +88.4k +88,405
72 IFP Advisors, Inc 0.29% of their portfolio TAMPA, FL 152,692152.7k $15.9m $15.9m 0.29% Added +6.3k +6,301
73 HBW ADVISORY SERVICES LLC 1.41% of their portfolio SIMI VALLEY, CA 149,886149.9k $15.6m $15.6m 1.41% Added +1.5k +1,547
74 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 145,158145.2k $15.1m $15.1m 0.01% Reduced -13.6k -13,576
75 Mariner, LLC 0.02% of their portfolio Overland Park, KS 142,289142.3k $14.8m $14.8m 0.02% Reduced -136.4k -136,378
76 FINANCIAL MANAGEMENT NETWORK INC 2.16% of their portfolio MISSION VIEJO, CA 141,620141.6k $15.0m $15.0m 2.16% Reduced -329.7k -329,694
77 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 140,741140.7k $14.6m $14.6m 0.07% Reduced -265 -265
78 DAVENPORT & Co LLC 0.07% of their portfolio RICHMOND, VA 140,567140.6k $14.6m $14.6m 0.07% Reduced -3.8k -3,761
79 Visionary Wealth Advisors 0.57% of their portfolio O'FALLON, IL 139,301139.3k $14.5m $14.5m 0.57% Reduced -66.3k -66,254
80 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 138,403138.4k $14.4m $14.4m 0.02% Added +740 +740
81 Joseph Group Capital Management 3.01% of their portfolio COLUMBUS, OH 137,649137.6k $14.3m $14.3m 3.01% Added +1.2k +1,210
82 Tanager Wealth Management LLP 1.21% of their portfolio Goring On Thames, X0 134,068134.1k $13.9m $13.9m 1.21% Reduced -15.4k -15,354
83 Robertson Stephens Wealth Management, LLC 0.34% of their portfolio San Francisco, CA 133,988134.0k $13.9m $13.9m 0.34% Added +10.1k +10,088
84 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 133,862133.9k $13.9m $13.9m 0.07% Added +2.5k +2,533
85 Family Office Research LLC 5.22% of their portfolio Bethesda, MD 133,838133.8k $13.9m $13.9m 5.22% Reduced -662 -662
86 AlphaCore Capital LLC 0.25% of their portfolio LA JOLLA, CA 130,752130.8k $13.6m $13.6m 0.25% Unchanged
87 Napier Financial, LLC 2.72% of their portfolio BRAINTREE, MA 125,479125.5k $13.0m $13.0m 2.72% Added +821 +821
88 OPPENHEIMER & CO INC 0.14% of their portfolio NEW YORK, NY 124,468124.5k $12.9m $12.9m 0.14% Reduced -2.4k -2,410
89 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 123,665123.7k $12.9m $12.9m 0.05% Reduced -3.1k -3,117
90 Unique Wealth Strategies, LLC 4.67% of their portfolio BURR RIDGE, IL 123,130123.1k $12.8m $12.8m 4.67% Added +5.9k +5,946
91 INDEPENDENT FINANCIAL GROUP, LLC 0.24% of their portfolio SAN DIEGO, CA 122,445122.4k $12.7m $12.7m 0.24% Reduced -4.0k -4,034
92 Fermata Advisors, LLC 2.57% of their portfolio SONOMA, CA 122,411122.4k $12.7m $12.7m 2.57% Reduced -1.8k -1,829
93 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 118,099118.1k $12.3m $12.3m 0.02% Reduced -117.7k -117,743
94 46 Peaks LLC 7.46% of their portfolio NEWTOWN, PA 114,115114.1k $11.9m $11.9m 7.46% Added +17.6k +17,567
95 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 113,379113.4k $11.8m $11.8m 0.02% Reduced -1.5k -1,548
96 Financial Solutions Advisory Group, Inc. 1.50% of their portfolio CHICAGO, IL 112,420112.4k $11.9m $11.9m 1.50% Added +1.1k +1,127
97 KESTRA PRIVATE WEALTH SERVICES, LLC 0.13% of their portfolio AUSTIN, TX 110,493110.5k $11.5m $11.5m 0.13% Reduced -30.8k -30,787
98 MISSION WEALTH MANAGEMENT, LP 0.14% of their portfolio Santa Barbara, CA 106,524106.5k $11.1m $11.1m 0.14% Added +103.4k +103,405
99 Boyce & Associates Wealth Consulting, Inc. 7.57% of their portfolio CEDAR PARK, TX 105,069105.1k $10.9m $10.9m 7.57% Added +2.5k +2,473
100 Goldstone Financial Group, LLC 0.99% of their portfolio OAKBROOK TERRACE, IL 103,893103.9k $10.8m $10.8m 0.99% Reduced -26.7k -26,673