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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,787,827
shares
|
$583 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,783,496
shares
|
$582 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,560,799
shares
|
$563 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,837,339
shares
|
$329 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
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.
|
Aug 04, 2025 Q2 2025 |
2,668,567
shares
|
$229 Million
4.73% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,406,645
shares
|
$207 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
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%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Jul 17, 2025 Q2 2025 |
2,079,163
shares
|
$178 Million
27.32% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,799,219
shares
|
$154 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,382,924
shares
|
$119 Million
0.02% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,125,742
shares
|
$96.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,114,653
shares
|
$95.7 Million
14.11% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
993,184
shares
|
$85.3 Million
0.07% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
882,889
shares
|
$75.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
876,292
shares
|
$75.2 Million
2.86% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Southern Farm Bureau Life Insurance
|
Jul 30, 2025 Q2 2025 |
845,027
shares
|
$72.5 Million
10.14% of portfolio
|
Q1 2023
Added 33.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
774,216
shares
|
$66.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
765,074
shares
|
$65.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
737,123
shares
|
$63.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
715,951
shares
|
$61.5 Million
0.02% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Aug 12, 2025 Q2 2025 |
661,874
shares
|
$56.8 Million
26.6% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
658,546
shares
|
$56.5 Million
15.56% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
616,184
shares
|
$52.9 Million
4.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
612,177
shares
|
$52.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.11%
|