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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
607,155
shares
|
$52.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
604,739
shares
|
$51.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
587,865
shares
|
$50.5 Million
13.18% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
585,101
shares
|
$50.2 Million
2.94% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
551,715
shares
|
$47.4 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
547,529
shares
|
$47 Million
8.18% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
545,763
shares
|
$46.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
511,976
shares
|
$43.9 Million
14.74% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
500,000
shares
|
$42.9 Million
9.11% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
488,544
shares
|
$41.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
483,503
shares
|
$41.5 Million
7.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
460,995
shares
|
$39.6 Million
4.33% of portfolio
|
Q2 2025
Added 31.83%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
458,699
shares
|
$39.4 Million
7.16% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
448,799
shares
|
$38.5 Million
4.98% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
436,493
shares
|
$37.5 Million
6.75% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
412,204
shares
|
$35.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
398,233
shares
|
$34.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
391,831
shares
|
$33.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
391,605
shares
|
$33.6 Million
3.26% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
384,000
shares
|
$33 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
375,332
shares
|
$32.2 Million
9.23% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
375,034
shares
|
$32.2 Million
5.32% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
367,132
shares
|
$31.5 Million
20.6% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
357,975
shares
|
$30.7 Million
1.24% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
335,445
shares
|
$28.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.23%
|