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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
161,412
shares
|
$13.9 Million
1.91% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
161,062
shares
|
$13.8 Million
0.02% of portfolio
|
Q2 2025
Added 62.63%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
160,205
shares
|
$13.8 Million
0.24% of portfolio
|
Q2 2025
Added 252.75%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
154,250
shares
|
$13.2 Million
2.17% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
151,014
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
147,517
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
144,983
shares
|
$12.4 Million
6.43% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
144,028
shares
|
$12.4 Million
3.97% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
131,937
shares
|
$11.3 Million
4.12% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130,665
shares
|
$11.2 Million
4.83% of portfolio
|
Q1 2023
Reduced 10.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
130,252
shares
|
$11.2 Million
8.8% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
127,530
shares
|
$10.9 Million
4.52% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
126,752
shares
|
$10.9 Million
1.67% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
126,607
shares
|
$10.9 Million
3.25% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
123,670
shares
|
$10.6 Million
1.58% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
123,548
shares
|
$10.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
122,685
shares
|
$10.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
120,824
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
119,008
shares
|
$10.2 Million
10.22% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
118,683
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
117,698
shares
|
$10.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
115,496
shares
|
$9.91 Million
5.98% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
111,627
shares
|
$9.58 Million
2.83% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
105,441
shares
|
$9.05 Million
0.03% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
105,318
shares
|
$9.04 Million
5.99% of portfolio
|
Q2 2025
Reduced 0.2%
|