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 |
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
78,592
shares
|
$6.75 Million
0.02% of portfolio
|
Q4 2024
Added 1659.79%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
76,046
shares
|
$6.53 Million
0.64% of portfolio
|
Q1 2025
Reduced 77.77%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
75,876
shares
|
$6.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,622
shares
|
$6.49 Million
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
73,829
shares
|
$6.34 Million
0.38% of portfolio
|
Q3 2022
Added 12.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,729
shares
|
$6.33 Million
0.21% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
73,405
shares
|
$6.3 Million
1.63% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
70,809
shares
|
$6.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
70,793
shares
|
$6.08 Million
4.19% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
70,775
shares
|
$6.08 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
70,526
shares
|
$6.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
69,818
shares
|
$5.99 Million
3.83% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
68,356
shares
|
$5.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
67,692
shares
|
$5.81 Million
1.9% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,631
shares
|
$5.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
66,551
shares
|
$5.71 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
65,489
shares
|
$5.62 Million
0.72% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
65,406
shares
|
$5.61 Million
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
64,660
shares
|
$5.55 Million
0.22% of portfolio
|
Q1 2025
Added 98.14%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
64,083
shares
|
$5.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
63,523
shares
|
$5.45 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
63,190
shares
|
$5.42 Million
4.42% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
62,873
shares
|
$5.4 Million
6.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
61,953
shares
|
$5.32 Million
0.42% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
61,662
shares
|
$5.29 Million
0.73% of portfolio
|
Q4 2024
New holding
|