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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
274
shares
|
$23,520
0.0% of portfolio
|
Q1 2025
Added 3.01%
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
270
shares
|
$23,176
0.02% of portfolio
|
Q2 2023
New holding
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
250
shares
|
$21,460
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
241
shares
|
$20,687
0.0% of portfolio
|
Q4 2024
Added 89.76%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
234
shares
|
$20,086
0.01% of portfolio
|
Q4 2024
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
230
shares
|
$19,743
0.0% of portfolio
|
Q2 2025
Reduced 77.11%
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
221
shares
|
$18,970
0.0% of portfolio
|
Q4 2022
Reduced 31.15%
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
212
shares
|
$18,198
0.0% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
209
shares
|
$17,940
0.0% of portfolio
|
Q3 2023
Reduced 37.43%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
204
shares
|
$17,511
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
202
shares
|
$17,339
0.01% of portfolio
|
Q2 2024
Reduced 98.32%
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
200
shares
|
$17,168
0.0% of portfolio
|
Q4 2022
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
200
shares
|
$17,168
0.0% of portfolio
|
Q2 2025
Reduced 92.8%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
198
shares
|
$16,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
194
shares
|
$16,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
188
shares
|
$16,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
187
shares
|
$16,052
0.0% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
175
shares
|
$15,022
0.0% of portfolio
|
Q2 2025
Reduced 99.48%
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
168
shares
|
$14,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
167
shares
|
$14,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
165
shares
|
$14,163
0.0% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
159
shares
|
$13,648
0.0% of portfolio
|
Q2 2025
Reduced 95.8%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
132
shares
|
$11,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
126
shares
|
$10,815
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
125
shares
|
$10,730
0.01% of portfolio
|
Q2 2025
New holding
|