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 |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
35,300
shares
|
$3.03 Million
1.55% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
34,463
shares
|
$2.96 Million
1.47% of portfolio
|
Q3 2024
Reduced 49.38%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
34,386
shares
|
$2.95 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
33,394
shares
|
$2.87 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
33,094
shares
|
$2.84 Million
1.41% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
32,484
shares
|
$2.79 Million
1.27% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
32,223
shares
|
$2.77 Million
1.17% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
32,066
shares
|
$2.75 Million
0.75% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
31,776
shares
|
$2.73 Million
0.11% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
31,245
shares
|
$2.68 Million
0.19% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
30,522
shares
|
$2.62 Million
0.24% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
29,846
shares
|
$2.56 Million
2.42% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
29,273
shares
|
$2.51 Million
0.26% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,089
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
28,985
shares
|
$2.49 Million
0.79% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
28,408
shares
|
$2.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
28,201
shares
|
$2.42 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,033
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2022
Added 15.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,893
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
27,519
shares
|
$2.36 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
27,451
shares
|
$2.36 Million
1.38% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
27,127
shares
|
$2.33 Million
0.89% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
26,993
shares
|
$2.32 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.03%
|