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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
354,979
shares
|
$30.5 Million
9.12% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
344,539
shares
|
$29.6 Million
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
342,045
shares
|
$29.4 Million
2.76% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
336,389
shares
|
$28.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
333,695
shares
|
$28.6 Million
1.04% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
332,704
shares
|
$28.6 Million
1.25% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
329,488
shares
|
$28.3 Million
4.19% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
320,797
shares
|
$27.5 Million
10.82% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
306,674
shares
|
$26.3 Million
9.98% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
305,871
shares
|
$26.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
292,121
shares
|
$25.1 Million
10.87% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
273,979
shares
|
$23.5 Million
2.07% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
272,452
shares
|
$23.4 Million
5.95% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
270,157
shares
|
$23.2 Million
5.07% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
269,598
shares
|
$23.1 Million
13.77% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
268,443
shares
|
$23 Million
0.09% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
260,441
shares
|
$22.4 Million
0.55% of portfolio
|
Q4 2024
Added 116.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
259,230
shares
|
$22.3 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
255,997
shares
|
$22 Million
9.92% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
254,560
shares
|
$21.9 Million
0.07% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
250,703
shares
|
$21.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
249,746
shares
|
$21.4 Million
2.56% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
249,052
shares
|
$21.4 Million
6.45% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
244,248
shares
|
$21 Million
0.51% of portfolio
|
Q4 2024
Added 5.4%
|