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 |
---|---|---|---|---|---|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,748
shares
|
$407,568
0.02% of portfolio
|
Q2 2023
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,712
shares
|
$404,478
0.01% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,685
shares
|
$402,160
0.07% of portfolio
|
Q4 2024
Added 0.6%
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
4,679
shares
|
$401,645
0.52% of portfolio
|
Q1 2023
Reduced 6.23%
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
4,656
shares
|
$399,671
0.01% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
4,540
shares
|
$389,713
0.01% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,533
shares
|
$389,112
0.01% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
4,493
shares
|
$385,679
0.11% of portfolio
|
Q4 2024
Reduced 21.08%
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
4,452
shares
|
$382,159
0.06% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
4,451
shares
|
$382,073
0.24% of portfolio
|
Q3 2023
New holding
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
4,438
shares
|
$380,957
0.0% of portfolio
|
Q1 2025
Added 94.65%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4,376
shares
|
$375,635
0.17% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
4,314
shares
|
$370,313
0.01% of portfolio
|
Q1 2025
New holding
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,297
shares
|
$368,854
0.13% of portfolio
|
Q1 2025
Added 1.56%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,280
shares
|
$367,395
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
4,273
shares
|
$366,794
0.31% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,256
shares
|
$365,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,242
shares
|
$364,133
0.43% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
4,207
shares
|
$361,128
0.2% of portfolio
|
Q1 2025
Added 38.71%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,135
shares
|
$354,948
0.08% of portfolio
|
Q3 2024
Added 18.45%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,125
shares
|
$354,090
0.04% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
4,111
shares
|
$352,888
0.08% of portfolio
|
Q3 2024
New holding
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,077
shares
|
$349,969
0.12% of portfolio
|
Q1 2025
Added 1.34%
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
4,060
shares
|
$348,510
0.14% of portfolio
|
Q2 2024
Reduced 9.66%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,039
shares
|
$346,707
0.01% of portfolio
|
Q1 2025
Added 39.81%
|