DOSSIER · 13F Holders · Q2 2026

Morningstar Wide Moat

1 institutions still hold Morningstar Wide Moat as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 57060U134·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$260K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Wilson & Boucher Capital Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported Morningstar Wide Moat in Q2 2026. Wilson & Boucher Capital Management, LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wilson & Boucher Capital Management, LLC
CIK 0001903579
$260K3K0.15%Q2 2026