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 747 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
666,851
shares
|
$57.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
661,874
shares
|
$56.8 Million
28.62% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
649,504
shares
|
$55.8 Million
5.81% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
618,823
shares
|
$53.1 Million
15.27% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
597,826
shares
|
$51.3 Million
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
583,516
shares
|
$50.1 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
576,735
shares
|
$49.5 Million
3.31% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
559,452
shares
|
$48 Million
14.25% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
534,212
shares
|
$45.9 Million
9.38% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
532,833
shares
|
$45.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
525,528
shares
|
$45.1 Million
8.9% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
524,467
shares
|
$45 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
502,251
shares
|
$43.1 Million
0.05% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
497,594
shares
|
$42.7 Million
10.22% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
495,849
shares
|
$42.6 Million
5.68% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
488,039
shares
|
$41.9 Million
15.36% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
486,209
shares
|
$41.7 Million
13.67% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
463,291
shares
|
$39.8 Million
7.27% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
459,778
shares
|
$39.5 Million
5.52% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Ttp Investments, Inc.
|
Apr 21, 2025 Q1 2025 |
432,220
shares
|
$37.1 Million
18.48% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
409,473
shares
|
$35.1 Million
7.07% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
407,723
shares
|
$35 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
384,000
shares
|
$33 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
367,160
shares
|
$31.5 Million
3.5% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
367,132
shares
|
$31.5 Million
20.6% of portfolio
|
Q2 2023
Reduced 1.1%
|