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MOAT
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANECK ETF TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 611,351 shares of MOAT (VANECK ETF TRUST), worth $59.1M as of 2026-Q1. The position was increased (+2.5% shares). MOAT represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$59.1M

Current Shares

611,351

Total Value Change

-$2.6M

Total Shares Change

+14,955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
611,351
+2.5%
$59.1M0.4%$105.34
36
2025-Q4
New
596,396
-
$61.8M0.4%$104.31
49

Other major holders of MOAT: MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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