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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
653,438
shares
|
$56.1 Million
0.02% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
649,504
shares
|
$55.8 Million
5.81% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
618,823
shares
|
$53.1 Million
15.27% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
617,241
shares
|
$53 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
603,594
shares
|
$51.8 Million
4.17% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
603,279
shares
|
$51.8 Million
0.65% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
578,126
shares
|
$49.6 Million
3.25% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
559,452
shares
|
$48 Million
14.25% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
537,081
shares
|
$46.1 Million
8.91% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
534,212
shares
|
$45.9 Million
9.38% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
532,833
shares
|
$45.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
523,361
shares
|
$44.9 Million
16.89% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
508,006
shares
|
$43.6 Million
13.84% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
502,966
shares
|
$43.2 Million
10.15% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
502,225
shares
|
$43.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
495,849
shares
|
$42.6 Million
5.68% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
488,447
shares
|
$41.9 Million
7.63% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
475,505
shares
|
$40.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
453,732
shares
|
$38.9 Million
5.45% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Ttp Investments, Inc.
|
Apr 21, 2025 Q1 2025 |
432,220
shares
|
$37.1 Million
18.48% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
409,473
shares
|
$35.1 Million
7.07% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
398,583
shares
|
$34.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
384,000
shares
|
$33 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
372,994
shares
|
$32 Million
5.59% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
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%
|