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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
238,063
shares
|
$20.4 Million
3.07% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
237,596
shares
|
$20.4 Million
11.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
233,708
shares
|
$20.1 Million
0.02% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
232,234
shares
|
$19.9 Million
0.12% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
231,601
shares
|
$19.9 Million
0.35% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
230,746
shares
|
$19.8 Million
5.28% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
230,396
shares
|
$19.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
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%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
228,053
shares
|
$19.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
226,652
shares
|
$19.5 Million
2.28% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
224,264
shares
|
$19.3 Million
5.63% of portfolio
|
Q4 2024
Added 43.44%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
221,704
shares
|
$19 Million
4.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
218,397
shares
|
$18.7 Million
12.95% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
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%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
214,519
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
207,689
shares
|
$17.8 Million
3.09% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
206,308
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
203,183
shares
|
$17.4 Million
4.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
201,474
shares
|
$17.3 Million
0.56% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
200,701
shares
|
$17.2 Million
8.29% of portfolio
|
Q2 2023
Added 332.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
199,518
shares
|
$17.1 Million
2.09% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
199,466
shares
|
$17.1 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
188,549
shares
|
$16.2 Million
1.99% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
182,936
shares
|
$15.7 Million
0.03% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
182,934
shares
|
$15.7 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.31%
|