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 $8.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
845
shares
|
$72,534
0.02% of portfolio
|
Q4 2023
Added 0.36%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
836
shares
|
$71,762
0.01% of portfolio
|
Q4 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
832
shares
|
$71,418
0.02% of portfolio
|
Q1 2024
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
802
shares
|
$68,843
0.03% of portfolio
|
Q1 2024
Added 38.99%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
767
shares
|
$65,839
0.0% of portfolio
|
Q1 2024
Added 2.54%
|
|
Sym Financial Corp
|
May 06, 2024 Q1 2024 |
700
shares
|
$60,088
0.01% of portfolio
|
Q3 2023
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
672
shares
|
$57,684
0.02% of portfolio
|
Q1 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
660
shares
|
$56,654
0.0% of portfolio
|
Q3 2023
Reduced 79.25%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
634
shares
|
$54,422
0.01% of portfolio
|
Q4 2023
Reduced 45.2%
|
|
Centerpoint Advisors, LLC
|
May 02, 2024 Q1 2024 |
616
shares
|
$52,877
0.02% of portfolio
|
Q1 2024
New holding
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
606
shares
|
$52,019
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
574
shares
|
$49,272
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
559
shares
|
$47,984
0.01% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
538
shares
|
$46,181
0.01% of portfolio
|
Q1 2024
Reduced 89.59%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
531
shares
|
$45,581
0.0% of portfolio
|
Q1 2024
Added 374.11%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
521
shares
|
$44,722
0.02% of portfolio
|
Q1 2024
Added 11.09%
|
|
Clearstead Trust, LLC
Portland, ME |
May 10, 2024 Q1 2024 |
501
shares
|
$43,005
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$42,920
0.0% of portfolio
|
Q4 2021
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
500
shares
|
$42,920
0.0% of portfolio
|
Q1 2024
Reduced 54.5%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
464
shares
|
$39,829
0.0% of portfolio
|
Q1 2024
Reduced 42.22%
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
450
shares
|
$38,628
0.02% of portfolio
|
Q1 2024
Added 80.0%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 13, 2024 Q1 2024 |
450
shares
|
$38,628
0.01% of portfolio
|
Q3 2023
Reduced 16.2%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
405
shares
|
$34,765
0.01% of portfolio
|
Q3 2023
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
400
shares
|
$34,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
Natixis
Paris, I0 |
May 13, 2024 Q1 2024 |
383
shares
|
$32,876
0.0% of portfolio
|
Q4 2023
New holding
|