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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,048
shares
|
$690,840
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
8,009
shares
|
$687,492
0.29% of portfolio
|
Q1 2025
Reduced 72.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
7,931
shares
|
$680,797
0.42% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
7,776
shares
|
$667,491
0.06% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7,774
shares
|
$667,320
0.53% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
7,706
shares
|
$661,483
0.19% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,703
shares
|
$661,225
0.44% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
7,697
shares
|
$660,710
0.22% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
7,661
shares
|
$657,620
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
7,643
shares
|
$656,075
0.49% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
7,447
shares
|
$639,250
0.04% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,309
shares
|
$627,404
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
7,093
shares
|
$608,863
0.01% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
7,024
shares
|
$602,940
0.01% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,957
shares
|
$597,188
0.05% of portfolio
|
Q1 2025
Reduced 53.19%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,939
shares
|
$595,643
0.08% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,800
shares
|
$583,712
0.05% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,767
shares
|
$580,879
0.55% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,716
shares
|
$576,501
0.21% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,636
shares
|
$569,634
0.1% of portfolio
|
Q1 2025
Reduced 72.6%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,567
shares
|
$563,711
0.02% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
6,547
shares
|
$561,994
0.03% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
6,463
shares
|
$554,783
0.12% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,375
shares
|
$547,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
6,320
shares
|
$542,508
0.22% of portfolio
|
Q1 2025
Added 26.35%
|