Institutional Ownership Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT). We have compiled data on the 761 institutions that hold shares in the stock, with a total of 97.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,832,092
shares
|
$672 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,226,397
shares
|
$620 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,986,164
shares
|
$600 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,505,113
shares
|
$387 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,214,645
shares
|
$276 Million
0.38% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,746,441
shares
|
$236 Million
4.81% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,576,697
shares
|
$221 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,386,177
shares
|
$205 Million
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,109,212
shares
|
$181 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
May 09, 2025 Q1 2025 |
1,809,509
shares
|
$155 Million
53.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,462,604
shares
|
$126 Million
0.04% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,122,232
shares
|
$96.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,101,669
shares
|
$94.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.02%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,067,908
shares
|
$91.7 Million
3.82% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,004,659
shares
|
$86.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
912,501
shares
|
$78.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
882,771
shares
|
$75.8 Million
0.07% of portfolio
|
Q1 2025
Added 3598.71%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
881,212
shares
|
$75.6 Million
4.2% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
876,551
shares
|
$75.2 Million
1.24% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
845,027
shares
|
$72.5 Million
10.91% of portfolio
|
Q1 2023
Added 33.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
818,048
shares
|
$70.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
806,650
shares
|
$69.2 Million
0.14% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
805,108
shares
|
$69.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
715,005
shares
|
$61.4 Million
0.15% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 08, 2025 Q1 2025 |
661,874
shares
|
$56.8 Million
28.68% of portfolio
|
Q2 2024
Reduced 11.58%
|