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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
61,306
shares
|
$5.26 Million
1.01% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
61,202
shares
|
$5.25 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
61,016
shares
|
$5.24 Million
3.21% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
60,646
shares
|
$5.21 Million
0.46% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
60,459
shares
|
$5.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
58,623
shares
|
$5.03 Million
4.01% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
58,160
shares
|
$4.99 Million
2.23% of portfolio
|
Q4 2024
Added 94.87%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
58,047
shares
|
$4.98 Million
0.64% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
57,643
shares
|
$4.95 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
57,193
shares
|
$4.91 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
56,498
shares
|
$4.85 Million
1.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
56,081
shares
|
$4.81 Million
0.23% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
55,907
shares
|
$4.8 Million
1.97% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
55,504
shares
|
$4.76 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
55,491
shares
|
$4.76 Million
2.95% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
55,166
shares
|
$4.74 Million
1.21% of portfolio
|
Q1 2023
Added 120.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,708
shares
|
$4.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 78.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
54,462
shares
|
$4.68 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
54,462
shares
|
$4.68 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
54,017
shares
|
$4.64 Million
1.95% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
53,735
shares
|
$4.61 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
53,454
shares
|
$4.59 Million
1.53% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
53,269
shares
|
$4.57 Million
4.49% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
53,119
shares
|
$4.56 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
52,985
shares
|
$4.55 Million
0.22% of portfolio
|
Q4 2024
Added 2.85%
|