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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
125,342
shares
|
$10.8 Million
4.27% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
123,440
shares
|
$10.6 Million
1.85% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
122,930
shares
|
$10.6 Million
9.67% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
119,955
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
117,569
shares
|
$10.1 Million
1.57% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
117,560
shares
|
$10.1 Million
6.36% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
109,583
shares
|
$9.41 Million
0.09% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
108,992
shares
|
$9.36 Million
5.84% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
108,536
shares
|
$9.32 Million
4.17% of portfolio
|
Q1 2025
Added 680.33%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
105,529
shares
|
$9.06 Million
6.25% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
104,018
shares
|
$8.93 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
103,499
shares
|
$8.88 Million
0.79% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
103,278
shares
|
$8.87 Million
1.34% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
102,700
shares
|
$8.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.66%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
100,124
shares
|
$8.59 Million
0.63% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
99,038
shares
|
$8.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
98,377
shares
|
$8.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
97,632
shares
|
$8.38 Million
4.81% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
95,893
shares
|
$8.23 Million
3.71% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
95,543
shares
|
$8.2 Million
1.03% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
95,428
shares
|
$8.19 Million
2.82% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
95,094
shares
|
$8.16 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
94,607
shares
|
$8.12 Million
5.66% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
92,662
shares
|
$7.95 Million
2.25% of portfolio
|
Q1 2025
Added 7.55%
|