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 |
---|---|---|---|---|---|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
126,657
shares
|
$11 Million
0.03% of portfolio
|
Q1 2024
Added 37.53%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
125,760
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
124,811
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2024
Added 8.68%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
124,408
shares
|
$10.8 Million
3.15% of portfolio
|
Q1 2024
Added 46.27%
|
|
Archford Capital Strategies, LLC
|
Apr 24, 2024 Q1 2024 |
123,780
shares
|
$10.7 Million
1.88% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
123,024
shares
|
$10.7 Million
0.13% of portfolio
|
Q1 2024
Added 4.58%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
118,341
shares
|
$10.2 Million
0.18% of portfolio
|
Q1 2024
Added 10.14%
|
|
Cornerstone Advisory, LLC
|
May 08, 2024 Q1 2024 |
117,269
shares
|
$10.2 Million
1.56% of portfolio
|
Q1 2024
Added 7.95%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
112,277
shares
|
$9.72 Million
0.97% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 29, 2024 Q1 2024 |
110,708
shares
|
$9.59 Million
4.69% of portfolio
|
Q1 2024
Added 2.56%
|
|
Vista Private Wealth Partners. LLC
|
May 13, 2024 Q1 2024 |
106,990
shares
|
$9.27 Million
4.32% of portfolio
|
Q1 2024
Added 0.25%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
106,711
shares
|
$9.24 Million
0.09% of portfolio
|
Q1 2024
Added 6.25%
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 15, 2024 Q1 2024 |
106,019
shares
|
$9.18 Million
8.1% of portfolio
|
Q1 2024
Added 53.34%
|
|
En Rich Financial Partners LLC
Madison, WI |
May 02, 2024 Q1 2024 |
104,184
shares
|
$9.02 Million
3.51% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
103,855
shares
|
$8.99 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
Farrow Financial Inc.
Randolph, VT |
May 02, 2024 Q1 2024 |
102,742
shares
|
$8.9 Million
6.48% of portfolio
|
Q1 2024
Added 1.52%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
102,600
shares
|
$8.89 Million
5.85% of portfolio
|
Q1 2024
Added 5.31%
|
|
David R. Rahn & Associates Inc.
|
Apr 17, 2024 Q1 2024 |
101,832
shares
|
$8.82 Million
3.88% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
99,692
shares
|
$8.63 Million
0.79% of portfolio
|
Q1 2024
Added 15.59%
|
|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
99,182
shares
|
$8.59 Million
1.19% of portfolio
|
Q1 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
98,391
shares
|
$8.52 Million
0.1% of portfolio
|
Q1 2024
Reduced 22.36%
|
|
S.E.E.D. Planning Group LLC
|
Apr 16, 2024 Q1 2024 |
96,794
shares
|
$8.38 Million
3.26% of portfolio
|
Q1 2024
Added 39.67%
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 22, 2024 Q1 2024 |
95,361
shares
|
$8.26 Million
5.7% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
93,660
shares
|
$8.11 Million
6.98% of portfolio
|
Q1 2024
Reduced 18.93%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
91,714
shares
|
$7.94 Million
0.65% of portfolio
|
Q1 2024
Added 2.17%
|