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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
105,170
shares
|
$9.03 Million
0.74% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
102,940
shares
|
$8.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
99,780
shares
|
$8.57 Million
0.34% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
97,632
shares
|
$8.38 Million
4.81% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
97,525
shares
|
$8.37 Million
0.66% of portfolio
|
Q2 2025
Added 51.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
96,121
shares
|
$8.25 Million
3.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
94,836
shares
|
$8.14 Million
1.41% of portfolio
|
Q2 2025
Added 249.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,783
shares
|
$8.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
92,914
shares
|
$7.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
90,981
shares
|
$7.81 Million
5.77% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
89,774
shares
|
$7.71 Million
6.09% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
89,716
shares
|
$7.7 Million
4.63% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
89,677
shares
|
$7.7 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
89,423
shares
|
$7.68 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
86,295
shares
|
$7.41 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
86,032
shares
|
$7.38 Million
2.48% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
85,494
shares
|
$7.34 Million
1.07% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
85,099
shares
|
$7.3 Million
3.12% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
84,601
shares
|
$7.26 Million
3.56% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
84,532
shares
|
$7.26 Million
3.65% of portfolio
|
Q2 2025
Added 108.72%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
84,440
shares
|
$7.25 Million
1.92% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
84,357
shares
|
$7.24 Million
0.63% of portfolio
|
Q2 2025
Reduced 68.66%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
83,652
shares
|
$7.18 Million
3.54% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
82,794
shares
|
$7.11 Million
6.29% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
82,605
shares
|
$7.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.61%
|