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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
2,977
shares
|
$255,545
0.02% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,920
shares
|
$250,652
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
2,918
shares
|
$250,481
0.08% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,893
shares
|
$248,335
0.08% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
2,892
shares
|
$248,249
0.29% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,889
shares
|
$247,991
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,876
shares
|
$246,875
0.06% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,867
shares
|
$246,103
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,861
shares
|
$245,588
0.09% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,836
shares
|
$243,442
0.01% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,834
shares
|
$243,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
2,820
shares
|
$242,068
0.15% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
2,809
shares
|
$241,124
0.07% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
2,805
shares
|
$240,781
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,737
shares
|
$234,944
0.03% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,706
shares
|
$232,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,700
shares
|
$231,768
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,633
shares
|
$226,016
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,600
shares
|
$223,184
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,589
shares
|
$222,239
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
2,578
shares
|
$221,295
0.06% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
2,538
shares
|
$217,861
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
2,530
shares
|
$217,175
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,522
shares
|
$216,488
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,496
shares
|
$214,256
0.19% of portfolio
|
Q4 2024
Added 1.34%
|