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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
36,411
shares
|
$3.13 Million
1.61% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
36,371
shares
|
$3.12 Million
0.99% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
35,300
shares
|
$3.03 Million
1.55% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
35,220
shares
|
$3.02 Million
0.92% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
34,746
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
34,457
shares
|
$2.96 Million
1.43% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
33,976
shares
|
$2.92 Million
0.98% of portfolio
|
Q1 2025
Reduced 70.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
33,952
shares
|
$2.91 Million
0.41% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,316
shares
|
$2.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
31,574
shares
|
$2.71 Million
1.93% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
31,455
shares
|
$2.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
31,189
shares
|
$2.68 Million
3.3% of portfolio
|
Q1 2025
Added 565.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
30,699
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
30,371
shares
|
$2.61 Million
1.58% of portfolio
|
Q1 2025
Added 37.29%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
29,818
shares
|
$2.56 Million
1.66% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
29,576
shares
|
$2.54 Million
1.36% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
29,490
shares
|
$2.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
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
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
28,624
shares
|
$2.46 Million
2.36% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
28,419
shares
|
$2.44 Million
2.39% of portfolio
|
Q1 2025
Reduced 51.14%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
28,200
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
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%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
27,866
shares
|
$2.39 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.46%
|