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 757 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,949
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
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%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
34,759
shares
|
$2.98 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
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
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
34,622
shares
|
$2.97 Million
1.45% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
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%
|
|
|
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%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
32,700
shares
|
$2.81 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
32,043
shares
|
$2.75 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
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%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
31,072
shares
|
$2.67 Million
2.26% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
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%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
29,528
shares
|
$2.53 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
29,146
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,089
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
28,880
shares
|
$2.48 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
28,489
shares
|
$2.45 Million
2.84% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
28,320
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,033
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2022
Added 15.6%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
27,983
shares
|
$2.4 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
27,526
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Added 12.81%
|