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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
102,411
shares
|
$8.79 Million
0.86% of portfolio
|
Q4 2024
Reduced 85.1%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
102,003
shares
|
$8.76 Million
0.75% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
100,411
shares
|
$8.62 Million
0.11% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
99,758
shares
|
$8.56 Million
0.09% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
99,623
shares
|
$8.55 Million
3.08% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
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%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
97,130
shares
|
$8.34 Million
5.64% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
95,941
shares
|
$8.24 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
94,558
shares
|
$8.12 Million
3.6% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
94,394
shares
|
$8.1 Million
6.05% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
93,857
shares
|
$8.06 Million
3.82% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
93,798
shares
|
$8.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.78%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
90,570
shares
|
$7.77 Million
4.6% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
90,412
shares
|
$7.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
89,323
shares
|
$7.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
89,300
shares
|
$7.67 Million
6.47% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
88,350
shares
|
$7.58 Million
0.03% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
88,109
shares
|
$7.56 Million
4.96% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
87,380
shares
|
$7.5 Million
1.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
85,999
shares
|
$7.38 Million
5.14% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
84,884
shares
|
$7.29 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
84,601
shares
|
$7.26 Million
3.56% of portfolio
|
Q1 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
84,076
shares
|
$7.22 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
83,153
shares
|
$7.14 Million
3.72% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
81,550
shares
|
$7 Million
3.34% of portfolio
|
Q4 2024
New holding
|