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 758 institutions that hold shares in the stock, with a total of 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
298,684
shares
|
$25.6 Million
9.88% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
298,563
shares
|
$25.6 Million
9.16% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
298,125
shares
|
$25.6 Million
5.5% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
295,181
shares
|
$25.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
295,147
shares
|
$25.3 Million
0.95% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
282,684
shares
|
$24.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
280,000
shares
|
$24 Million
0.08% of portfolio
|
Q3 2025
Reduced 27.08%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
279,045
shares
|
$24 Million
0.32% of portfolio
|
Q4 2025
Reduced 8.87%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
262,300
shares
|
$22.5 Million
5.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
258,173
shares
|
$22.2 Million
0.11% of portfolio
|
Q3 2025
Added 70.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
251,521
shares
|
$21.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
250,886
shares
|
$21.5 Million
0.43% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
229,459
shares
|
$19.7 Million
4.11% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
229,333
shares
|
$19.7 Million
0.3% of portfolio
|
Q2 2023
Reduced 3.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
227,253
shares
|
$19.5 Million
0.99% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
225,403
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
221,704
shares
|
$19 Million
4.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
219,300
shares
|
$18.8 Million
9.82% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
217,807
shares
|
$18.7 Million
3.79% of portfolio
|
Q1 2024
Added 7.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
216,312
shares
|
$18.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
213,781
shares
|
$18.4 Million
0.38% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
207,871
shares
|
$17.8 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
207,777
shares
|
$17.8 Million
1.49% of portfolio
|
Q4 2025
Reduced 6.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
207,427
shares
|
$17.8 Million
0.11% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
207,347
shares
|
$17.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.16%
|
|