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 699 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
48,949
shares
|
$4.2 Million
0.21% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
48,381
shares
|
$4.15 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
48,316
shares
|
$4.15 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
48,293
shares
|
$4.15 Million
0.12% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
47,150
shares
|
$4.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
47,143
shares
|
$4.05 Million
2.39% of portfolio
|
Q1 2023
Added 5.64%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
47,029
shares
|
$4.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
46,998
shares
|
$4.03 Million
4.13% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
46,992
shares
|
$4.03 Million
3.61% of portfolio
|
Q3 2024
Reduced 45.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
46,855
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
46,541
shares
|
$4 Million
2.53% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
46,132
shares
|
$3.96 Million
1.36% of portfolio
|
Q3 2024
Reduced 31.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
46,046
shares
|
$3.95 Million
0.38% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
43,782
shares
|
$3.76 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
43,483
shares
|
$3.73 Million
1.9% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
43,333
shares
|
$3.72 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
43,208
shares
|
$3.71 Million
0.38% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
43,156
shares
|
$3.7 Million
2.89% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
43,094
shares
|
$3.7 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
43,064
shares
|
$3.7 Million
2.33% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
42,509
shares
|
$3.65 Million
0.69% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,450
shares
|
$3.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
42,394
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
42,178
shares
|
$3.62 Million
2.62% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,059
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|