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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 339

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
26
Kelman-Lazarov Inc
Tennessee
$54.6M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$51.1M
OIA
28
OneDigital Investment Advisors
Kansas
$50.6M
FMN
29
Financial Management Network
California
$49.1M
AA
30
Apriem Advisors
California
$48.9M
Stifel Financial
31
Stifel Financial
Missouri
$48.7M
LS
32
Leelyn Smith
Illinois
$48.4M
CI
33
Ceera Investments
Texas
$46.4M
RCG
34
Regatta Capital Group
California
$45.7M
HG
35
Harbor Group
New Hampshire
$44.4M
CFA
36
Cahill Financial Advisors
Minnesota
$44.2M
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$40.8M
PAG
38
Private Advisor Group
New Jersey
$39.4M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$39.3M
GCM
40
G2 Capital Management
Ohio
$38.4M
JFA
41
JNBA Financial Advisors
Minnesota
$37.9M
SAM
42
Summit Asset Management
Tennessee
$37.4M
SI
43
Stephens Inc
Arkansas
$37M
Cerity Partners
44
Cerity Partners
New York
$33.4M
AA
45
Ancora Advisors
Ohio
$30.9M
BCM
46
Brookstone Capital Management
Illinois
$30.3M
PS
47
Planned Solutions
California
$29.6M
BFA
48
Buttonwood Financial Advisors
Maryland
$29.6M
RIS
49
Richmond Investment Services
Wisconsin
$29.5M
GWM
50
Geneos Wealth Management
Colorado
$29.3M