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 703 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
49,773
shares
|
$4.27 Million
0.05% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
48,949
shares
|
$4.2 Million
0.21% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
48,152
shares
|
$4.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
47,468
shares
|
$4.07 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
47,150
shares
|
$4.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
47,143
shares
|
$4.05 Million
2.39% of portfolio
|
Q1 2023
Added 5.64%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
47,029
shares
|
$4.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
46,992
shares
|
$4.03 Million
3.61% of portfolio
|
Q3 2024
Reduced 45.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
46,855
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
46,541
shares
|
$4 Million
2.53% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
46,132
shares
|
$3.96 Million
1.36% of portfolio
|
Q3 2024
Reduced 31.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
46,046
shares
|
$3.95 Million
0.38% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45,120
shares
|
$3.87 Million
1.16% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
44,493
shares
|
$3.82 Million
0.08% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
44,284
shares
|
$3.8 Million
0.39% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
44,060
shares
|
$3.78 Million
2.8% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
43,910
shares
|
$3.77 Million
3.87% of portfolio
|
Q3 2024
New holding
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
43,782
shares
|
$3.76 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
43,722
shares
|
$3.75 Million
0.66% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
43,716
shares
|
$3.75 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
43,483
shares
|
$3.73 Million
1.9% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
43,333
shares
|
$3.72 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
43,156
shares
|
$3.7 Million
2.89% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
42,842
shares
|
$3.68 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,450
shares
|
$3.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 25.27%
|