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 651 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
699,209
shares
|
$60.6 Million
0.17% of portfolio
|
Q1 2024
Added 2.5%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
May 06, 2024 Q1 2024 |
687,740
shares
|
$59.6 Million
19.95% of portfolio
|
Q1 2024
Added 0.45%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
682,103
shares
|
$59.1 Million
0.1% of portfolio
|
Q1 2024
Added 13.03%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
655,462
shares
|
$56.8 Million
0.14% of portfolio
|
Q1 2024
Added 1193.16%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
644,481
shares
|
$55.8 Million
0.01% of portfolio
|
Q1 2024
Added 8.58%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 13, 2024 Q1 2024 |
595,039
shares
|
$51.5 Million
1.77% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
Sfmg, LLC
|
May 07, 2024 Q1 2024 |
578,497
shares
|
$50.1 Million
4.52% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Verde Capital Management
|
Apr 15, 2024 Q1 2024 |
568,652
shares
|
$49.3 Million
17.5% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
545,010
shares
|
$47.2 Million
10.14% of portfolio
|
Q1 2024
Added 0.65%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
542,193
shares
|
$47 Million
6.75% of portfolio
|
Q1 2024
Added 4.05%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
504,190
shares
|
$43.7 Million
3.83% of portfolio
|
Q1 2024
Added 2.7%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
487,438
shares
|
$42.2 Million
18.49% of portfolio
|
Q1 2024
Added 4.83%
|
|
First International Bank & Trust
Watford City, ND |
Apr 16, 2024 Q1 2024 |
462,730
shares
|
$40.1 Million
14.36% of portfolio
|
Q1 2024
Added 42.75%
|
|
Financial Management Network Inc
|
Apr 22, 2024 Q1 2024 |
452,470
shares
|
$39.2 Million
10.9% of portfolio
|
Q1 2024
Added 1.21%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
449,524
shares
|
$38.9 Million
0.05% of portfolio
|
Q1 2024
Added 6.95%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
444,885
shares
|
$38.5 Million
9.05% of portfolio
|
Q1 2024
Added 2.77%
|
|
Leelyn Smith, LLC
Geneva, IL |
May 13, 2024 Q1 2024 |
440,347
shares
|
$38.1 Million
7.95% of portfolio
|
Q1 2024
Added 2.87%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
426,000
shares
|
$36.9 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
Tanager Wealth Management LLP
|
May 01, 2024 Q1 2024 |
420,291
shares
|
$36.4 Million
6.1% of portfolio
|
Q1 2024
Added 6.54%
|
|
Ttp Investments, Inc.
|
May 09, 2024 Q1 2024 |
407,419
shares
|
$35.3 Million
16.03% of portfolio
|
Q1 2024
Added 15.32%
|
|
Ceera Investments, LLC
Bellaire, TX |
May 14, 2024 Q1 2024 |
407,283
shares
|
$35.3 Million
16.5% of portfolio
|
Q1 2024
Added 9.53%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
380,157
shares
|
$32.9 Million
0.43% of portfolio
|
Q1 2024
Added 0.4%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
371,221
shares
|
$32.2 Million
0.54% of portfolio
|
Q1 2024
Added 6.02%
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
367,132
shares
|
$31.8 Million
20.6% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
363,557
shares
|
$31.5 Million
1.76% of portfolio
|
Q1 2024
Added 1.49%
|