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 751 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
680,945
shares
|
$58.5 Million
0.06% of portfolio
|
Q4 2024
Added 62.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
666,851
shares
|
$57.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
661,874
shares
|
$56.8 Million
28.62% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
597,826
shares
|
$51.3 Million
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
583,516
shares
|
$50.1 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
576,735
shares
|
$49.5 Million
3.31% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
567,460
shares
|
$48.7 Million
14.33% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
557,736
shares
|
$47.9 Million
15.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
536,118
shares
|
$46 Million
19.26% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
533,907
shares
|
$45.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
525,528
shares
|
$45.1 Million
8.9% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
524,562
shares
|
$45 Million
9.16% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
524,467
shares
|
$45 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
502,251
shares
|
$43.1 Million
0.05% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
497,594
shares
|
$42.7 Million
10.22% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
488,039
shares
|
$41.9 Million
15.36% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
486,209
shares
|
$41.7 Million
13.67% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
478,593
shares
|
$41.1 Million
5.76% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
463,291
shares
|
$39.8 Million
7.27% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
459,778
shares
|
$39.5 Million
5.52% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
407,723
shares
|
$35 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
400,000
shares
|
$34.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
381,873
shares
|
$32.8 Million
7.42% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
367,160
shares
|
$31.5 Million
3.5% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
367,132
shares
|
$31.5 Million
20.6% of portfolio
|
Q2 2023
Reduced 1.1%
|