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 719 institutions that hold shares in the stock, with a total of 98.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
372,027
shares
|
$31.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
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%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
352,020
shares
|
$30.2 Million
3.49% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
347,904
shares
|
$29.9 Million
0.27% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
347,360
shares
|
$29.8 Million
8.96% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
344,107
shares
|
$29.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
342,045
shares
|
$29.4 Million
2.76% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
337,900
shares
|
$29 Million
0.07% of portfolio
|
Q3 2024
Added 66.45%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
333,695
shares
|
$28.6 Million
1.04% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
329,488
shares
|
$28.3 Million
4.19% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
320,797
shares
|
$27.5 Million
10.82% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
319,683
shares
|
$27.4 Million
1.19% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
311,240
shares
|
$26.7 Million
12.5% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
307,209
shares
|
$26.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
292,121
shares
|
$25.1 Million
10.87% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
273,979
shares
|
$23.5 Million
2.07% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
270,157
shares
|
$23.2 Million
5.07% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
269,598
shares
|
$23.1 Million
13.77% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
263,809
shares
|
$22.6 Million
1.44% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
255,997
shares
|
$22 Million
9.92% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
254,560
shares
|
$21.9 Million
0.07% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
250,947
shares
|
$21.5 Million
0.09% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
250,703
shares
|
$21.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
249,746
shares
|
$21.4 Million
2.56% of portfolio
|
Q4 2024
Added 0.76%
|