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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,974
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
14,890
shares
|
$1.28 Million
1.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,849
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
14,785
shares
|
$1.27 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
14,666
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
14,562
shares
|
$1.25 Million
0.69% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
14,518
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,385
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
14,146
shares
|
$1.21 Million
0.33% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
14,095
shares
|
$1.21 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,067
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,737
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
13,736
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
13,697
shares
|
$1.18 Million
0.89% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
13,683
shares
|
$1.17 Million
1.06% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,660
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Added 121.9%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,579
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
13,514
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
13,504
shares
|
$1.16 Million
0.56% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
13,352
shares
|
$1.15 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
13,187
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.32%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
12,732
shares
|
$1.09 Million
0.72% of portfolio
|
Q2 2025
Reduced 43.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,657
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
12,388
shares
|
$1.06 Million
0.99% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
12,295
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2021
Reduced 1.6%
|