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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
366,627
shares
|
$31.5 Million
9.64% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
351,777
shares
|
$30.2 Million
1.33% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
349,681
shares
|
$30 Million
3.59% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
339,624
shares
|
$29.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
304,581
shares
|
$26.1 Million
6.5% of portfolio
|
Q1 2025
Added 35.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
299,334
shares
|
$25.7 Million
0.63% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
299,076
shares
|
$25.7 Million
11.12% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
298,284
shares
|
$25.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
293,040
shares
|
$25.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
287,923
shares
|
$24.7 Million
2.48% of portfolio
|
Q1 2025
Added 44.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
277,128
shares
|
$23.8 Million
1.52% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
273,332
shares
|
$23.5 Million
10.52% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
269,130
shares
|
$23.1 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
268,259
shares
|
$23 Million
7.16% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
263,765
shares
|
$22.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
259,028
shares
|
$22.2 Million
0.63% of portfolio
|
Q1 2025
Added 4808.62%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
257,389
shares
|
$22.1 Million
0.39% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
257,142
shares
|
$22.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
253,995
shares
|
$21.8 Million
2.74% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
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%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
249,495
shares
|
$21.4 Million
13.18% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
245,555
shares
|
$21.1 Million
0.02% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
238,063
shares
|
$20.4 Million
2.21% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
233,225
shares
|
$20 Million
5.78% of portfolio
|
Q1 2025
Reduced 6.35%
|