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 754 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $7.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,615,568
shares
|
$568 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,402,685
shares
|
$550 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,283,572
shares
|
$539 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,215,101
shares
|
$276 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,214,645
shares
|
$276 Million
0.38% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,627,317
shares
|
$226 Million
4.31% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,386,177
shares
|
$205 Million
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,322,064
shares
|
$199 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Oct 14, 2025 Q3 2025 |
2,119,374
shares
|
$182 Million
29.48% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,552,751
shares
|
$133 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,223,448
shares
|
$105 Million
0.13% of portfolio
|
Q3 2025
Added 99.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,101,252
shares
|
$94.5 Million
0.06% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,069,937
shares
|
$91.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
975,164
shares
|
$83.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.49%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
912,877
shares
|
$78.4 Million
11.69% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
845,027
shares
|
$72.5 Million
9.88% of portfolio
|
Q1 2023
Added 33.52%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
799,817
shares
|
$68.7 Million
2.62% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
794,616
shares
|
$68.2 Million
0.12% of portfolio
|
Q3 2025
Added 1690.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
774,216
shares
|
$66.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
749,491
shares
|
$64.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
741,903
shares
|
$63.7 Million
0.09% of portfolio
|
Q3 2025
Added 22.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
706,544
shares
|
$60.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
682,275
shares
|
$58.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
631,116
shares
|
$54.2 Million
3.86% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
607,869
shares
|
$52.2 Million
12.31% of portfolio
|
Q3 2025
Added 3.4%
|
|