LPL Financial
MOTI icon

LPL Financial’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

LPL Financial’s Portfolio MOTI Stock Details MOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
300,650
+32,833
+12% +$1.21M ﹤0.01% 1975
2025
Q4 		$9.82M Buy
267,817
+23,049
+9% +$866K ﹤0.01% 1941
2025
Q3 		$9.07M Buy
244,768
+11,886
+5% +$429K ﹤0.01% 1964
2025
Q2 		$8.07M Buy
232,882
+23,457
+11% +$790K ﹤0.01% 1913
2025
Q1 		$6.97M Buy
209,425
+6,989
+3% +$227K ﹤0.01% 1872
2024
Q4 		$6.13M Sell
202,436
-74,580
-27% -$2.45M ﹤0.01% 1905
2024
Q3 		$9.71M Buy
277,016
+191,675
+225% +$6.21M ﹤0.01% 1486
2024
Q2 		$2.68M Buy
85,341
+542
+0.6% +$17.3K ﹤0.01% 2353
2024
Q1 		$2.64M Sell
84,799
-193,343
-70% -$5.87M ﹤0.01% 2296
2023
Q4 		$8.66M Buy
278,142
+5,605
+2% +$168K 0.01% 1342
2023
Q3 		$8.13M Buy
272,537
+37,009
+16% +$1.17M 0.01% 1291
2023
Q2 		$7.47M Buy
235,528
+25,133
+12% +$796K 0.01% 1311
2023
Q1 		$6.73M Buy
210,395
+180,855
+612% +$5.69M 0.01% 1329
2022
Q4 		$855K Sell
29,540
-558,782
-95% -$15.6M ﹤0.01% 2760
2022
Q3 		$14.7M Buy
588,322
+575,567
+4,512% +$16.3M 0.01% 775
2022
Q2 		$368K Sell
12,755
-374,654
-97% -$11.3M ﹤0.01% 3456
2022
Q1 		$12.3M Buy
387,409
+379,807
+4,996% +$12.3M 0.01% 890
2021
Q4 		$244K Sell
7,602
-1,057
-12% -$35.4K ﹤0.01% 3846
2021
Q3 		$291K Buy
+8,659
New +$299K ﹤0.01% 3681
2018
Q4 		– Sell
-6,652
Closed -$219K – 3182
2018
Q3 		$219K Sell
6,652
-1,951
-23% -$64.3K ﹤0.01% 2932
2018
Q2 		$280K Sell
8,603
-2,239
-21% -$75.9K ﹤0.01% 2714
2018
Q1 		$371K Buy
10,842
+3,978
+58% +$139K ﹤0.01% 2422
2017
Q4 		$234K Sell
6,864
-163
-2% -$5.77K ﹤0.01% 2693
2017
Q3 		$251K Buy
7,027
+488
+7% +$17K ﹤0.01% 2508
2017
Q2 		$218K Buy
+6,539
New +$213K ﹤0.01% 2523

Other funds holding MOTI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFG
Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial's MOTI Position: Q1 2026 in Review

LPL Financial increased its VanEck Morningstar International Moat ETF (MOTI) stake by 12% in Q1 2026, buying an estimated $1.21M and bringing the position to 300,650 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

LPL Financial first reported a position in MOTI in Q2 2017 and has held it in 25 quarters since. The position peaked at $14.7M in Q3 2022. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

  • LPL Financial held 300,650 shares of VanEck Morningstar International Moat ETF worth $10.3M as of Q1 2026.
  • LPL Financial bought 32,833 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $1.21M.
  • VanEck Morningstar International Moat ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1975 holding.
  • LPL Financial first reported a position in VanEck Morningstar International Moat ETF in Q2 2017 and has held it in 25 quarters since.
  • LPL Financial's VanEck Morningstar International Moat ETF position peaked at $14.7M in Q3 2022.
  • 60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.