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VanEck Morningstar Wide Moat ETF

724 hedge funds and large institutions have $6.97B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 187 increasing their positions, 336 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

0% more funds holding

Funds holding: 724724 (0)

0.67% less ownership

Funds ownership: 60.51%59.84% (-0.67%)

6% less funds holding in top 10

Funds holding in top 10: 6965 (-4)

10% less capital invested

Capital invested by funds: $7.75B → $6.97B (-$782M)

44% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 336

Holders
724
Holders Change
Holders Change %
0%
% of All Funds
8.86%
Holding in Top 10
65
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.8%
% of All Funds
0.8%
New
61
Increased
187
Reduced
336
Closed
52
Calls
$203K
Puts
Net Calls
+$203K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$584M -$39.1M -377,677 -6%
LPL Financial
2
LPL Financial
California
$564M -$78.1M -753,346 -11%
Bank of America
3
Bank of America
North Carolina
$554M -$32.2M -310,846 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$259M -$36.5M -352,025 -12%
MFIM
5
Mesirow Financial Investment Management
Illinois
$259M +$71.6M +690,768 +35%
BFA
6
Boulay Financial Advisors
Minnesota
$215M +$9.07M +87,513 +4%
Wells Fargo
7
Wells Fargo
California
$203M -$19.6M -188,764 -8%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$130M +$14.5M +139,689 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$130M -$2.62M -25,300 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$112M -$1.39M -13,413 -1%
SFBLI
11
Southern Farm Bureau Life Insurance
Mississippi
$107M
UBS Group
12
UBS Group
Switzerland
$90.7M -$17.4M -168,026 -15%
PWA
13
Provenance Wealth Advisors
Florida
$83.7M -$2.62M -25,297 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$80.6M +$8.45M +81,552 +11%
FFA
15
First Foundation Advisors
California
$71.9M -$1.77M -17,115 -2%
SWA
16
SFMG Wealth Advisors
Texas
$65M +$3.26M +31,472 +5%
VCM
17
Verde Capital Management
Michigan
$63.7M +$3.31M +31,931 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$63.4M -$3.35M -32,339 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$61.8M +$5.74M +55,345 +9%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$60.4M -$2.25M -21,673 -3%
UCFA
21
United Capital Financial Advisors
Texas
$59.1M +$1.55M +14,955 +3%
Ameriprise
22
Ameriprise
Minnesota
$58.4M -$34M -328,481 -35%
HighTower Advisors
23
HighTower Advisors
Illinois
$55.5M -$441K -4,257 -0.7%
KLI
24
Kelman-Lazarov Inc
Tennessee
$54.3M +$519K +5,005 +0.9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$53.4M +$6.18M +59,575 +12%

MOAT Hedge Fund Activity: Q1 2026 in Review

724 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2026, worth a combined $6.97B — down 10% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MOAT positions and 52 closed out — a net gain of 9 holders — while 187 added to existing stakes and 336 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $71.6M. The largest seller was LPL Financial, cutting an estimated $78.1M.

  • 724 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.97B of VanEck Morningstar Wide Moat ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 61 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2026 and 52 closed out, a net change of +9 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2026 was Mesirow Financial Investment Management, an estimated $71.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2026 was LPL Financial, an estimated $78.1M sold.

Based on aggregated 13F filings for Q1 2026.