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 |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
102,560
shares
|
$8.8 Million
3.32% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
102,003
shares
|
$8.76 Million
0.75% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
100,000
shares
|
$8.58 Million
0.04% of portfolio
|
Q3 2024
Added 620.93%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
99,560
shares
|
$8.55 Million
4.17% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
97,632
shares
|
$8.38 Million
4.81% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
95,941
shares
|
$8.24 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
95,228
shares
|
$8.17 Million
6.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
93,798
shares
|
$8.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
92,823
shares
|
$7.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
91,729
shares
|
$7.87 Million
0.16% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
90,615
shares
|
$7.78 Million
4.43% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
90,412
shares
|
$7.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
89,863
shares
|
$7.71 Million
3.5% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
88,603
shares
|
$7.61 Million
6.72% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
88,109
shares
|
$7.56 Million
4.96% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
87,380
shares
|
$7.5 Million
1.03% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
84,601
shares
|
$7.26 Million
3.56% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
83,153
shares
|
$7.14 Million
3.72% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
82,398
shares
|
$7.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
81,550
shares
|
$7 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
80,499
shares
|
$6.91 Million
0.17% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
80,290
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
78,016
shares
|
$6.7 Million
3.5% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
76,962
shares
|
$6.61 Million
0.74% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
76,060
shares
|
$6.53 Million
0.38% of portfolio
|
Q3 2024
Added 46.22%
|