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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,059
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
41,366
shares
|
$3.55 Million
0.34% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,133
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
40,788
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
40,698
shares
|
$3.49 Million
1.46% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
40,684
shares
|
$3.49 Million
0.55% of portfolio
|
Q1 2025
Reduced 66.59%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
40,501
shares
|
$3.48 Million
1.14% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
39,955
shares
|
$3.43 Million
1.13% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
39,721
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39,679
shares
|
$3.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
39,545
shares
|
$3.39 Million
1.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
39,539
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.73%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
39,199
shares
|
$3.36 Million
1.84% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
39,089
shares
|
$3.36 Million
0.1% of portfolio
|
Q2 2020
Added 12.24%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
38,760
shares
|
$3.33 Million
0.93% of portfolio
|
Q3 2024
Added 212.15%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
38,744
shares
|
$3.33 Million
1.89% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
38,303
shares
|
$3.29 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
37,885
shares
|
$3.25 Million
1.4% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
37,489
shares
|
$3.22 Million
0.08% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
37,388
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
37,079
shares
|
$3.18 Million
1.86% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
37,064
shares
|
$3.18 Million
1.42% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
36,775
shares
|
$3.16 Million
2.19% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,578
shares
|
$3.14 Million
0.79% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
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%
|