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 |
---|---|---|---|---|---|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
55,032
shares
|
$4.77 Million
1.04% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
54,993
shares
|
$4.76 Million
0.43% of portfolio
|
Q1 2024
Added 0.35%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
54,725
shares
|
$4.74 Million
0.83% of portfolio
|
Q1 2024
Reduced 33.03%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
54,691
shares
|
$4.74 Million
1.07% of portfolio
|
Q1 2024
Added 10.06%
|
|
Peak Financial Advisors LLC
|
Apr 12, 2024 Q1 2024 |
54,640
shares
|
$4.73 Million
3.68% of portfolio
|
Q1 2024
Reduced 7.57%
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 23, 2024 Q1 2024 |
54,125
shares
|
$4.69 Million
1.67% of portfolio
|
Q1 2024
Reduced 31.22%
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
53,820
shares
|
$4.66 Million
1.69% of portfolio
|
Q1 2024
Added 11.65%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
53,467
shares
|
$4.63 Million
0.25% of portfolio
|
Q1 2024
Added 6.04%
|
|
Mengis Capital Management, Inc.
|
May 14, 2024 Q1 2024 |
53,279
shares
|
$4.61 Million
0.75% of portfolio
|
Q1 2024
Added 3.85%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
53,191
shares
|
$4.61 Million
0.45% of portfolio
|
Q1 2024
Added 81.2%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
53,017
shares
|
$4.59 Million
3.51% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
52,729
shares
|
$4.57 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
51,804
shares
|
$4.49 Million
1.76% of portfolio
|
Q1 2024
New holding
|
|
Ayalon Insurance Comp Ltd.
|
Apr 15, 2024 Q1 2024 |
51,564
shares
|
$4.47 Million
1.54% of portfolio
|
Q1 2024
Reduced 21.04%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
51,372
shares
|
$4.45 Million
0.02% of portfolio
|
Q1 2024
Added 12.86%
|
|
Santori & Peters, Inc.
|
Apr 19, 2024 Q1 2024 |
51,154
shares
|
$4.43 Million
1.99% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
50,952
shares
|
$4.41 Million
0.17% of portfolio
|
Q1 2024
Added 12.78%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
48,314
shares
|
$4.18 Million
0.05% of portfolio
|
Q1 2024
Added 2.25%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
47,549
shares
|
$4.12 Million
0.9% of portfolio
|
Q1 2024
Added 5.21%
|
|
Iam Advisory, LLC
|
Apr 15, 2024 Q1 2024 |
47,429
shares
|
$4.11 Million
1.17% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
47,143
shares
|
$4.08 Million
2.39% of portfolio
|
Q1 2023
Added 5.64%
|
|
Goepper Burkhardt LLC
|
May 13, 2024 Q1 2024 |
46,982
shares
|
$4.07 Million
1.96% of portfolio
|
Q1 2024
Added 525.59%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
46,708
shares
|
$4.05 Million
0.79% of portfolio
|
Q1 2024
Added 0.39%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
46,517
shares
|
$4.03 Million
0.47% of portfolio
|
Q1 2024
Reduced 16.32%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
46,503
shares
|
$4.03 Million
0.07% of portfolio
|
Q1 2024
Added 30.79%
|