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 743 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 $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
24,627
shares
|
$2.11 Million
0.33% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,573
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
24,220
shares
|
$2.08 Million
0.39% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
24,192
shares
|
$2.08 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
24,192
shares
|
$2.08 Million
0.77% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
23,989
shares
|
$2.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
23,905
shares
|
$2.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
23,900
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 92.93%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,756
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
23,690
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
23,635
shares
|
$2.03 Million
1.57% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
23,203
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
23,086
shares
|
$1.98 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
22,814
shares
|
$1.96 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
22,138
shares
|
$1.9 Million
1.05% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
22,122
shares
|
$1.9 Million
1.35% of portfolio
|
Q4 2024
Added 55.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
22,082
shares
|
$1.9 Million
1.63% of portfolio
|
Q4 2024
Reduced 53.01%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
22,031
shares
|
$1.89 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,011
shares
|
$1.89 Million
0.73% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
21,845
shares
|
$1.88 Million
0.36% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
21,252
shares
|
$1.82 Million
0.59% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,237
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
21,095
shares
|
$1.81 Million
0.49% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
21,020
shares
|
$1.8 Million
0.58% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
20,942
shares
|
$1.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.36%
|