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 764 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
3,525
shares
|
$302,586
0.0% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 26, 2026 Q4 2025 |
3,518
shares
|
$301,985
0.04% of portfolio
|
Q4 2025
Reduced 3.75%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,500
shares
|
$300,440
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
3,470
shares
|
$297,864
0.12% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,457
shares
|
$296,748
0.04% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
3,426
shares
|
$294,087
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
3,377
shares
|
$289,881
0.38% of portfolio
|
Q4 2025
Reduced 75.75%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,366
shares
|
$288,937
0.05% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,325
shares
|
$285,418
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
3,316
shares
|
$284,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,314
shares
|
$284,473
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
3,279
shares
|
$281,469
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
3,277
shares
|
$281,297
0.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,272
shares
|
$280,868
0.01% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,229
shares
|
$277,177
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
3,228
shares
|
$277,091
0.11% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,185
shares
|
$273,400
0.0% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,175
shares
|
$272,542
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,164
shares
|
$271,597
0.12% of portfolio
|
Q3 2025
Added 2431.2%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
3,163
shares
|
$271,511
0.14% of portfolio
|
Q4 2025
Added 41.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,160
shares
|
$271,254
0.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
3,115
shares
|
$267,391
0.2% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
3,114
shares
|
$267,305
0.01% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$267,048
0.22% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
3,104
shares
|
$266,447
0.01% of portfolio
|
Q4 2025
Reduced 5.42%
|
|