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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
26
Kelman-Lazarov Inc
Tennessee
$54.6M +$355K +3,636 +0.7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$51.1M -$2.96M -30,339 -6%
OIA
28
OneDigital Investment Advisors
Kansas
$50.6M -$4.02M -41,180 -7%
FMN
29
Financial Management Network
California
$49.1M -$1.37M -14,065 -3%
AA
30
Apriem Advisors
California
$48.9M +$3.2M +32,828 +7%
Stifel Financial
31
Stifel Financial
Missouri
$48.7M +$267K +2,733 +0.6%
LS
32
Leelyn Smith
Illinois
$48.4M +$511K +5,236 +1%
CI
33
Ceera Investments
Texas
$46.4M -$4.29M -43,931 -9%
RCG
34
Regatta Capital Group
California
$45.7M +$243K +2,490 +0.5%
HG
35
Harbor Group
New Hampshire
$44.4M +$1.12M +11,467 +3%
CFA
36
Cahill Financial Advisors
Minnesota
$44.2M -$317K -3,249 -0.7%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$40.8M -$24.1M -247,136 -38%
PAG
38
Private Advisor Group
New Jersey
$39.4M -$1.41M -14,411 -3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$39.3M -$518K -5,315 -1%
GCM
40
G2 Capital Management
Ohio
$38.4M +$1.18M +12,130 +3%
JFA
41
JNBA Financial Advisors
Minnesota
$37.9M -$860K -8,815 -2%
SAM
42
Summit Asset Management
Tennessee
$37.4M +$222K +2,280 +0.6%
SI
43
Stephens Inc
Arkansas
$37M -$1.77M -18,132 -5%
Cerity Partners
44
Cerity Partners
New York
$33.4M +$130K +1,329 +0.4%
AA
45
Ancora Advisors
Ohio
$30.9M -$593K -6,075 -2%
BCM
46
Brookstone Capital Management
Illinois
$30.3M -$2.17M -22,262 -7%
PS
47
Planned Solutions
California
$29.6M -$508K -5,203 -2%
BFA
48
Buttonwood Financial Advisors
Maryland
$29.6M +$3.05M +31,314 +12%
RIS
49
Richmond Investment Services
Wisconsin
$29.5M -$1.44M -14,774 -5%
GWM
50
Geneos Wealth Management
Colorado
$29.3M -$2.08M -21,357 -7%