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 104 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
35,916
shares
|
$3.08 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
35,300
shares
|
$3.03 Million
1.55% of portfolio
|
Q2 2022
Reduced 0.7%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
35,220
shares
|
$3.02 Million
0.92% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
35,094
shares
|
$3.01 Million
2.77% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
34,208
shares
|
$2.94 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
33,996
shares
|
$2.92 Million
0.98% of portfolio
|
Q4 2024
Reduced 26.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
32,634
shares
|
$2.8 Million
0.23% of portfolio
|
Q4 2024
Added 88.88%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
32,255
shares
|
$2.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
32,198
shares
|
$2.76 Million
1.55% of portfolio
|
Q4 2024
Added 266.72%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
32,068
shares
|
$2.75 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
32,042
shares
|
$2.75 Million
0.85% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
31,878
shares
|
$2.74 Million
1.89% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
31,804
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
31,695
shares
|
$2.72 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
31,467
shares
|
$2.7 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
31,373
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
30,731
shares
|
$2.64 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
29,310
shares
|
$2.52 Million
1.41% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
29,165
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Added 620.84%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
29,146
shares
|
$2.5 Million
1.88% of portfolio
|
Q4 2024
Added 56.25%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
29,128
shares
|
$2.5 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,089
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,864
shares
|
$2.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.4%
|