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 757 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
590,932
shares
|
$50.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
587,865
shares
|
$50.5 Million
13.18% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
585,101
shares
|
$50.2 Million
2.94% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
551,715
shares
|
$47.4 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
547,529
shares
|
$47 Million
8.18% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
545,763
shares
|
$46.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
488,739
shares
|
$42 Million
6.54% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
488,544
shares
|
$41.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
485,935
shares
|
$41.7 Million
8.22% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
468,045
shares
|
$40.2 Million
13.67% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
461,189
shares
|
$39.6 Million
6.65% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
460,995
shares
|
$39.6 Million
4.33% of portfolio
|
Q2 2025
Added 31.83%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
447,960
shares
|
$38.5 Million
6.42% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
445,550
shares
|
$38.2 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
412,204
shares
|
$35.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
411,410
shares
|
$35.3 Million
8.89% of portfolio
|
Q3 2025
Reduced 37.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
392,918
shares
|
$33.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
382,790
shares
|
$32.9 Million
3.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
375,332
shares
|
$32.2 Million
9.23% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
375,034
shares
|
$32.2 Million
5.32% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
373,699
shares
|
$32.1 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
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%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
357,975
shares
|
$30.7 Million
1.24% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
336,774
shares
|
$28.9 Million
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
318,291
shares
|
$27.3 Million
0.63% of portfolio
|
Q2 2025
Added 6.33%
|