§ EQUITY
USDMOAT
VANECK MORNINGSTAR WIDE MOAT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 6.0M | 0.0% | −53% |
| LPL Financial LLC | 5.8M | 0.1% | −11% |
| Bank of America Corp | 4.4M | 0.0% | −5% |
| Mesirow Financial Investment Management, Inc. | 2.7M | 4.2% | +35% |
| Boulay Financial Advisors, LLC | 2.2M | 24.6% | +4% |
| RAYMOND JAMES FINANCIAL INC | 1.4M | 0.0% | −12% |
◇ AC INTELLIGENCE
Top institutional owners for MOAT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER74.2% · 647 holders
DEALER / BANK23.7% · 40 holders
QUALITY / COMPOUNDER1.0% · 7 holders
INCOME / DEFENSIVE0.9% · 9 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.1% · 3 holders
ACTIVIST0.0% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MOAT in the last 180 days.