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 |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
180,146
shares
|
$15.5 Million
9.03% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
178,415
shares
|
$15.3 Million
0.53% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
177,486
shares
|
$15.2 Million
2.47% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
171,268
shares
|
$14.7 Million
5.02% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
167,036
shares
|
$14.3 Million
2.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
164,899
shares
|
$14.2 Million
0.53% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
163,143
shares
|
$14 Million
2.15% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
161,838
shares
|
$13.9 Million
8.42% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
159,617
shares
|
$13.7 Million
16.38% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
158,795
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
156,180
shares
|
$13.4 Million
5.53% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
154,777
shares
|
$13.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
152,503
shares
|
$13.1 Million
0.07% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
150,528
shares
|
$12.9 Million
1.84% of portfolio
|
Q4 2024
Added 100.61%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
150,054
shares
|
$12.9 Million
3.29% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
145,778
shares
|
$12.5 Million
5.98% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
144,906
shares
|
$12.4 Million
5.89% of portfolio
|
Q4 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
144,619
shares
|
$12.4 Million
0.37% of portfolio
|
Q4 2024
Reduced 68.84%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
142,259
shares
|
$12.2 Million
1.88% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
138,976
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
138,740
shares
|
$11.9 Million
1.79% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
135,025
shares
|
$11.6 Million
5.49% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
133,677
shares
|
$11.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
133,328
shares
|
$11.4 Million
5.18% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
132,973
shares
|
$11.4 Million
12.7% of portfolio
|
Q4 2024
Reduced 1.78%
|