Explore more topics
Public ownership evidence

VanEck Morningstar Wide Moat ETF (MOAT) Ownership Disclosures

Read MOAT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-15T21:11:44.145Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2954,635$4,807,841None
Corient Private Wealth LP2026-06-302026-08-28155,588$16,174,957None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2742,464$4,106,269None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2741,094$4,255,695None
ATX Financial Planning, LLC2026-06-302026-08-215,138$534,129None
Rehmann Capital Advisory Group2026-06-302026-08-2143,667$4,539,673None
Bullock Wealth Management Group2026-06-302026-08-2013$1,367None
Kingsview Wealth Management, LLC2026-06-302026-08-2026,652$2,770,733None
Archer Investment Corp2026-06-302026-08-2083$8,629None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20309,771$32,203,844None
Beacon Pointe Advisors, LLC2026-06-302026-08-1968,361$7,106,808None
Orion Capital Management LLC2026-06-302026-08-194$416None
Corient Private Wealth LP2026-06-302026-08-1863,304$6,581,056None
Pure Financial Advisors, LLC2026-06-302026-08-182,683$278,931None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18617,016$64,157,289None
Nalls Sherbakoff Group, LLC2026-06-302026-08-181,500$155,940None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,500$145,050None
Equitable Holdings, Inc.2026-06-302026-08-1862,845$6,533,319None
Proficio Capital Partners LLC2026-06-302026-08-182,200$228,712None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1846,041$4,786,000None
Thompson David Blair2024-12-312026-08-153,488$323,425None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15282$29,317None
Ascent Advisors, LLC2026-06-302026-08-159,202$967,774None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,582$164,465None
SEI INVESTMENTS CO2026-06-302026-08-153,740$388,810None
Bawa N Mallick Trust2026-06-302026-08-1512,013$1,248,914None
Glen Eagle Advisors, LLC2026-06-302026-08-15201$20,932None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1517,190$1,787,072None
Modern Wealth Management, LLC2026-06-302026-08-1556,864$5,911,609None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15290$30,148None
Vantage Point Financial LLC2026-06-302026-08-1525,214$2,621,201None
Mutual Advisors, LLC2026-06-302026-08-1524,145$2,510,130None
Advyzon Investment Management, LLC2026-06-302026-08-157,668$797,165None
Advyzon Investment Management, LLC2026-06-302026-08-153,966$412,268None
Nemes Rush Group LLC2026-06-302026-08-15188$19,544None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-158,706$905,028None
COFG Advisors, LLC2026-06-302026-08-158,011$832,839None
Navis Wealth Advisors, LLC2026-06-302026-08-153,111$323,448None
Lifeworks Advisors, LLC2026-06-302026-08-152,356$244,930None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1541,469$4,311,117None
Perennial Investment Advisors, LLC2026-06-302026-08-1511,356$1,180,540None
Capital Asset Advisory Services LLC2026-06-302026-08-152,311$240,252None
Resurgent Financial Advisors LLC2026-06-302026-08-155,729$595,601None
Granite Bay Wealth Management, LLC2026-06-302026-08-151,932$201,000None
White Knight Strategic Wealth Advisors, LLC2026-06-302026-08-1524,413$2,537,975None
KINTRA WEALTH, LLC2026-06-302026-08-1513,737$1,570,294None
Ameritas Advisory Services, LLC2026-06-302026-08-154,402$457,603None
NFSG Corp2026-06-302026-08-153,627$377,045None
FWG Holdings, LLC2026-06-302026-08-159,094$951,505None
WCG Wealth Advisors LLC2026-06-302026-08-1513,052$1,356,882None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗ATX Financial Planning, LLC ↗Rehmann Capital Advisory Group ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.