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 |
|---|---|---|---|---|---|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
15,413
shares
|
$1.32 Million
1.25% of portfolio
|
Q1 2025
Reduced 95.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
15,408
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
15,008
shares
|
$1.29 Million
1.13% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
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 |
Apr 22, 2025 Q1 2025 |
14,881
shares
|
$1.28 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,847
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.75%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
14,803
shares
|
$1.27 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
14,767
shares
|
$1.27 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
14,489
shares
|
$1.24 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,195
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Added 147.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,067
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
14,032
shares
|
$1.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,965
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,835
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 125.25%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
13,725
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,679
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,619
shares
|
$1.17 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
13,552
shares
|
$1.16 Million
0.35% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,471
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
13,429
shares
|
$1.15 Million
0.59% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
13,317
shares
|
$1.14 Million
0.93% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
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%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
12,612
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
12,573
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,530
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 11.59%
|