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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
91,478
shares
|
$7.85 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
90,465
shares
|
$7.77 Million
4.95% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
90,288
shares
|
$7.75 Million
1.07% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
88,440
shares
|
$7.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.86%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
88,183
shares
|
$7.57 Million
6.12% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
88,100
shares
|
$7.56 Million
0.02% of portfolio
|
Q1 2025
Added 268.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
87,993
shares
|
$7.55 Million
0.2% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
86,552
shares
|
$7.43 Million
3.53% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
86,143
shares
|
$7.39 Million
4.13% of portfolio
|
Q1 2025
Reduced 52.18%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
85,748
shares
|
$7.36 Million
6.37% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
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
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
83,977
shares
|
$7.21 Million
4.8% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
83,954
shares
|
$7.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
82,461
shares
|
$7.08 Million
0.85% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
82,123
shares
|
$7.05 Million
3.63% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
81,800
shares
|
$7.02 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
80,874
shares
|
$6.94 Million
0.22% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
80,318
shares
|
$6.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
79,422
shares
|
$6.82 Million
0.5% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
78,364
shares
|
$6.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
78,082
shares
|
$6.7 Million
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
77,211
shares
|
$6.63 Million
1.24% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
76,046
shares
|
$6.53 Million
0.64% of portfolio
|
Q1 2025
Reduced 77.77%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
75,876
shares
|
$6.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
73,829
shares
|
$6.34 Million
0.38% of portfolio
|
Q3 2022
Added 12.9%
|