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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
80,969
shares
|
$6.95 Million
3.42% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
80,499
shares
|
$6.91 Million
0.17% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
80,290
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
78,592
shares
|
$6.75 Million
0.02% of portfolio
|
Q4 2024
Added 1659.79%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,622
shares
|
$6.49 Million
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
74,052
shares
|
$6.36 Million
0.37% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
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%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
73,773
shares
|
$6.33 Million
0.2% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,729
shares
|
$6.33 Million
0.21% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
73,405
shares
|
$6.3 Million
1.63% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
70,809
shares
|
$6.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
70,775
shares
|
$6.08 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
70,526
shares
|
$6.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
70,210
shares
|
$6.03 Million
0.02% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
68,356
shares
|
$5.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
66,759
shares
|
$5.73 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
66,551
shares
|
$5.71 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
66,479
shares
|
$5.71 Million
3.34% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
65,762
shares
|
$5.65 Million
6.64% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
65,406
shares
|
$5.61 Million
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
65,066
shares
|
$5.59 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
64,083
shares
|
$5.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
63,190
shares
|
$5.42 Million
4.42% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
61,662
shares
|
$5.29 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
61,401
shares
|
$5.27 Million
0.56% of portfolio
|
Q4 2024
Added 5.59%
|