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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
164,281
shares
|
$14.1 Million
2.04% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
162,205
shares
|
$13.9 Million
6.15% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
161,279
shares
|
$13.8 Million
0.09% of portfolio
|
Q1 2025
Added 45.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
160,358
shares
|
$13.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
159,960
shares
|
$13.7 Million
5.57% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
154,405
shares
|
$13.3 Million
0.2% of portfolio
|
Q1 2025
Added 22310.01%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
150,374
shares
|
$12.9 Million
13.49% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
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%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
147,027
shares
|
$12.6 Million
4.36% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
147,004
shares
|
$12.6 Million
6.3% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
144,992
shares
|
$12.4 Million
5.14% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
144,348
shares
|
$12.4 Million
2.23% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
138,557
shares
|
$11.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
137,940
shares
|
$11.8 Million
2.39% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
136,937
shares
|
$11.8 Million
1.8% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
136,019
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 81.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,475
shares
|
$11.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
134,442
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
134,297
shares
|
$11.5 Million
9.33% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
133,138
shares
|
$11.4 Million
5.13% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
132,196
shares
|
$11.3 Million
12.5% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
131,090
shares
|
$11.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130,665
shares
|
$11.2 Million
4.83% of portfolio
|
Q1 2023
Reduced 10.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
127,442
shares
|
$10.9 Million
0.17% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
125,545
shares
|
$10.8 Million
2.83% of portfolio
|
Q1 2025
Reduced 16.33%
|