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 758 institutions that hold shares in the stock, with a total of 87.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
14,373
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
14,237
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
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%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,067
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
13,925
shares
|
$1.2 Million
1.21% of portfolio
|
Q3 2025
Added 182.68%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
13,919
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,913
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,737
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
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%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,579
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
13,524
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
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 |
Nov 04, 2025 Q3 2025 |
13,095
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
12,800
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Added 293.48%
|
|
|
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
|
Oct 31, 2025 Q3 2025 |
12,362
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
12,008
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
11,959
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
11,908
shares
|
$1.02 Million
2.33% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,835
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2025
Reduced 81.91%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,705
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
11,671
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Added 3.7%
|