We are live on ! Find out more
MOAT icon

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
LFAS
51
Level Four Advisory Services
Texas
$29.3M -$6.13M -62,828 -18%
AssetMark Inc
52
AssetMark Inc
California
$28M -$829K -8,500 -3%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$27.8M -$10.1M -104,000 -27%
VWS
54
Virtus Wealth Solutions
New Jersey
$26M -$544K -5,576 -2%
NA
55
NewEdge Advisors
Louisiana
$25.6M +$10.5M +107,159 +71%
CIA
56
Concurrent Investment Advisors
Florida
$24.9M +$305K +3,129 +1%
AWM
57
Activest Wealth Management
Florida
$22.7M -$64.7K -663 -0.3%
DAS
58
Dynamic Advisor Solutions
Arizona
$22.5M -$19.1K -196 -0.1%
VWA
59
Visionary Wealth Advisors
Illinois
$22.5M -$1.6M -16,358 -7%
Creative Planning
60
Creative Planning
Kansas
$22.3M -$431K -4,418 -2%
EFG
61
Ethos Financial Group
Pennsylvania
$21.9M -$83.1K -852 -0.4%
BAM
62
Beaumont Asset Management
Texas
$21.7M -$1.33M -13,628 -6%
SF
63
Summit Financial
New Jersey
$21.4M -$2.93M -30,070 -12%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$21.3M +$518K +5,306 +3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$20.9M +$592K +6,071 +3%
BMM
66
Berkshire Money Management
Massachusetts
$20.6M -$388K -3,981 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$20.6M +$567K +5,809 +3%
PFS
68
Prospera Financial Services
Texas
$20.6M -$1.56M -15,992 -7%
TWM
69
Tanager Wealth Management
United Kingdom
$20.3M -$6.65M -68,217 -25%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.1M -$1.52M -15,557 -7%
Citigroup
71
Citigroup
New York
$19.9M +$454K +4,659 +2%
HTIM
72
Harbour Trust & Investment Management
Indiana
$19.5M -$29.6K -303 -0.2%
EWA
73
Etesian Wealth Advisors
Oregon
$18.8M +$919K +9,421 +5%
KPWS
74
Kestra Private Wealth Services
Texas
$18.5M -$5.55M -56,873 -23%
SFA
75
Sequoia Financial Advisors
Ohio
$18.1M -$2.51M -25,692 -12%