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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
36,515
shares
|
$3.13 Million
2.22% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
36,092
shares
|
$3.1 Million
1.69% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
35,555
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
35,486
shares
|
$3.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 94.2%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
35,443
shares
|
$3.04 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
35,300
shares
|
$3.03 Million
1.55% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,949
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
34,880
shares
|
$2.99 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
34,774
shares
|
$2.99 Million
1.34% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
34,696
shares
|
$2.98 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
34,687
shares
|
$2.98 Million
0.42% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
33,796
shares
|
$2.9 Million
1.05% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
33,795
shares
|
$2.9 Million
1.82% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
33,650
shares
|
$2.89 Million
1.94% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
33,327
shares
|
$2.86 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,316
shares
|
$2.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
32,925
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
32,420
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
31,486
shares
|
$2.7 Million
1.5% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
30,491
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
Added 445.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
30,197
shares
|
$2.59 Million
0.11% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
29,927
shares
|
$2.57 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
29,655
shares
|
$2.55 Million
1.22% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
29,611
shares
|
$2.54 Million
0.22% of portfolio
|
Q2 2025
Added 89.16%
|