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VanEck Morningstar Wide Moat ETF

717 hedge funds and large institutions have $6.95B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 187 increasing their positions, 332 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

0.8% less ownership

Funds ownership: 60.51%59.71% (-0.8%)

1% less funds holding

Funds holding: 724717 (-7)

7% less funds holding in top 10

Funds holding in top 10: 6964 (-5)

10% less capital invested

Capital invested by funds: $7.75B → $6.95B (-$797M)

44% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 332

Holders
717
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
8.83%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
0.79%
New
59
Increased
187
Reduced
332
Closed
53
Calls
$203K
Puts
Net Calls
+$203K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Apriem Advisors
California
$52.5M +$3.04M +29,289 +6%
LS
27
Leelyn Smith
Illinois
$49.5M +$2.09M +20,186 +4%
HG
28
Harbor Group
New Hampshire
$46.9M +$1.32M +12,737 +3%
RCG
29
Regatta Capital Group
California
$46.6M +$699K +6,747 +1%
FMN
30
Financial Management Network
California
$46.6M -$1.29M -12,413 -3%
CFA
31
Cahill Financial Advisors
Minnesota
$46.3M -$8.94M -86,287 -15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$43.7M -$6.69M -64,530 -12%
WMWM
33
Whitaker-Myers Wealth Managers
Ohio
$39.2M +$1.02M +9,817 +2%
GCM
34
G2 Capital Management
Ohio
$39.1M +$496K +4,789 +1%
CI
35
Ceera Investments
Texas
$38.1M -$4.23M -40,840 -9%
AA
36
Ancora Advisors
Ohio
$37.8M +$3.75M +36,186 +10%
SAM
37
Summit Asset Management
Tennessee
$37.4M +$511K +4,925 +1%
PAG
38
Private Advisor Group
New Jersey
$36.7M -$1.69M -16,265 -4%
SI
39
Stephens Inc
Arkansas
$35.2M -$1.23M -11,853 -3%
JFA
40
JNBA Financial Advisors
Minnesota
$34.6M -$1.71M -16,538 -4%
Cerity Partners
41
Cerity Partners
New York
$34M +$1.08M +10,441 +3%
Stifel Financial
42
Stifel Financial
Missouri
$31.3M -$18.8M -181,404 -36%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$31.2M -$35.6M -343,025 -52%
OIA
44
OneDigital Investment Advisors
Kansas
$30.8M -$15.3M -147,991 -32%
RIS
45
Richmond Investment Services
Wisconsin
$29.3M +$720K +6,944 +2%
PS
46
Planned Solutions
California
$28.2M -$26.3K -254 -0.1%
AssetMark Inc
47
AssetMark Inc
California
$27.6M +$576K +5,561 +2%
LFAS
48
Level Four Advisory Services
Texas
$27M -$1.7M -16,400 -6%
Mariner
49
Mariner
Kansas
$26.9M +$11.2M +107,831 +63%
BFA
50
Buttonwood Financial Advisors
Maryland
$26.5M -$1.33M -12,857 -4%