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 |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
29,435
shares
|
$2.53 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
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
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
28,186
shares
|
$2.42 Million
2.76% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,123
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2025
Added 153.02%
|
|
|
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%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
27,942
shares
|
$2.4 Million
2.11% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
27,886
shares
|
$2.39 Million
0.25% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
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%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
27,337
shares
|
$2.35 Million
0.65% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
26,846
shares
|
$2.3 Million
2.62% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
26,845
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
26,666
shares
|
$2.29 Million
1.33% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,539
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
26,455
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
26,346
shares
|
$2.26 Million
2.0% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
26,174
shares
|
$2.25 Million
2.92% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25,084
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
24,708
shares
|
$2.12 Million
2.26% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
24,702
shares
|
$2.12 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,573
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
24,375
shares
|
$2.09 Million
0.13% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
24,220
shares
|
$2.08 Million
1.48% of portfolio
|
Q2 2025
Added 0.9%
|