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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
BAM
76
Beaumont Asset Management
Texas
$18M -$2.92M -28,133 -13%
JJBC
77
James J. Burns & Company
New York
$17.7M +$998K +9,627 +6%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$16.6M -$662K -6,389 -4%
Goldman Sachs
79
Goldman Sachs
New York
$16.5M +$17.7M +170,373 New
MCM
80
MAI Capital Management
Ohio
$15.9M -$111K -1,075 -0.6%
Citigroup
81
Citigroup
New York
$15.3M -$2.58M -24,851 -14%
TWM
82
Tanager Wealth Management
United Kingdom
$14.4M -$1.07M -10,359 -6%
HAS
83
HBW Advisory Services
California
$14.3M -$2.34M -22,587 -13%
IA
84
IFP Advisors
Florida
$14.2M -$1.41M -13,631 -9%
DC
85
Davenport & Co
Virginia
$14M -$2.06M -19,861 -12%
KPWS
86
Kestra Private Wealth Services
Texas
$13.7M -$1.51M -14,585 -9%
SA
87
Sanctuary Advisors
Indiana
$13.6M -$636K -6,137 -4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$13.3M +$2.42M +23,331 +20%
JGCM
89
Joseph Group Capital Management
Ohio
$13.2M +$259K +2,500 +2%
FOR
90
Family Office Research
Maryland
$13M -$365K -3,519 -3%
SFA
91
Sequoia Financial Advisors
Ohio
$12.7M -$2.27M -21,910 -14%
AC
92
AlphaCore Capital
California
$12.6M +$509K +4,913 +4%
GFG
93
Goldstone Financial Group
Illinois
$12.6M -$347K -3,352 -3%
JP Morgan Chase
94
JP Morgan Chase
New York
$12.4M +$736K +7,097 +6%
OC
95
Oppenheimer & Co
New York
$12.3M +$293K +2,831 +2%
P
96
&Partners
Tennessee
$12.3M +$1M +9,694 +8%
IFG
97
Independent Financial Group
California
$12.2M -$267K -2,576 -2%
NF
98
Napier Financial
Massachusetts
$12.1M +$104K +1,008 +0.8%
FA
99
Fermata Advisors
California
$12M -$86K -830 -0.7%
RSWM
100
Robertson Stephens Wealth Management
California
$12M -$103K -995 -0.8%