MML Investors Services
MOAT icon

MML Investors Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MML Investors Services’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2M Buy
204,171
+9,959
+5% +$1.01M 0.04% 390
2026
Q1 		$18.8M Sell
194,212
-24,755
-11% -$2.57M 0.05% 346
2025
Q4 		$22.7M Buy
218,967
+16,512
+8% +$1.69M 0.06% 330
2025
Q3 		$20.1M Sell
202,455
-15,557
-7% -$1.52M 0.05% 336
2025
Q2 		$20.4M Sell
218,012
-39,130
-15% -$3.43M 0.06% 315
2025
Q1 		$22.6M Sell
257,142
-11,301
-4% -$1.04M 0.08% 258
2024
Q4 		$24.9M Buy
268,443
+17,496
+7% +$1.69M 0.09% 233
2024
Q3 		$24.3M Buy
250,947
+10
+0% +$914 0.09% 229
2024
Q2 		$21.7M Sell
250,937
-67,975
-21% -$5.91M 0.09% 233
2024
Q1 		$28.7M Buy
318,912
+32,720
+11% +$2.81M 0.12% 192
2023
Q4 		$24.3M Buy
286,192
+13,881
+5% +$1.08M 0.11% 198
2023
Q3 		$20.7M Buy
272,311
+94,087
+53% +$7.49M 0.11% 193
2023
Q2 		$14.2M Buy
178,224
+55,595
+45% +$4.18M 0.08% 254
2023
Q1 		$9.05M Sell
122,629
-34,528
-22% -$2.45M 0.06% 308
2022
Q4 		$10.2M Buy
157,157
+666
+0.4% +$43.2K 0.07% 294
2022
Q3 		$9.39M Sell
156,491
-10,618
-6% -$714K 0.07% 271
2022
Q2 		$10.7M Buy
167,109
+1,156
+0.7% +$79.3K 0.08% 251
2022
Q1 		$12.4M Sell
165,953
-100,455
-38% -$7.4M 0.09% 242
2021
Q4 		$20.3M Sell
266,408
-2,574
-1% -$195K 0.15% 153
2021
Q3 		$19.7M Buy
268,982
+79,905
+42% +$6.01M 0.16% 141
2021
Q2 		$14M Sell
189,077
-8,268
-4% -$602K 0.12% 192
2021
Q1 		$13.7M Buy
197,345
+1,947
+1% +$128K 0.13% 173
2020
Q4 		$12.1M Sell
195,398
-945
-0.5% -$55.7K 0.13% 174
2020
Q3 		$10.7M Buy
196,343
+14,353
+8% +$784K 0.13% 166
2020
Q2 		$9.51M Buy
181,990
+64,796
+55% +$3.23M 0.13% 182
2020
Q1 		$5.13M Buy
117,194
+62,386
+114% +$3.21M 0.09% 224
2019
Q4 		$3M Buy
54,808
+9,410
+21% +$498K 0.04% 374
2019
Q3 		$2.28M Sell
45,398
-298
-0.7% -$14.6K 0.04% 407
2019
Q2 		$2.19M Buy
45,696
+1,459
+3% +$69.1K 0.03% 466
2019
Q1 		$2.06M Buy
44,237
+14,164
+47% +$640K 0.03% 449
2018
Q4 		$1.24M Buy
30,073
+3,289
+12% +$146K 0.02% 580
2018
Q3 		$1.25M Buy
26,784
+14,821
+124% +$676K 0.02% 599
2018
Q2 		$521K Buy
11,963
+870
+8% +$37.1K 0.01% 827
2018
Q1 		$460K Buy
+11,093
New +$482K 0.01% 873

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's MOAT Position: Q2 2026 in Review

MML Investors Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q2 2026, buying an estimated $1.01M and bringing the position to 204,171 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #390.

MML Investors Services first reported a position in MOAT in Q1 2018 and has held it in 34 quarters since. The position peaked at $28.7M in Q1 2024. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • MML Investors Services held 204,171 shares of VanEck Morningstar Wide Moat ETF worth $21.2M as of Q2 2026.
  • MML Investors Services bought 9,959 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.01M.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #390 holding.
  • MML Investors Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 34 quarters since.
  • MML Investors Services's VanEck Morningstar Wide Moat ETF position peaked at $28.7M in Q1 2024.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.