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 753 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $7.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
37,260
shares
|
$3.2 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
37,089
shares
|
$3.18 Million
1.69% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,578
shares
|
$3.14 Million
0.79% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
36,515
shares
|
$3.13 Million
2.22% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
36,404
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
36,356
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
36,254
shares
|
$3.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,737
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
35,575
shares
|
$3.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,561
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
35,481
shares
|
$3.05 Million
0.21% of portfolio
|
Q3 2025
Reduced 32.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
35,457
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Added 90.56%
|
|
|
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
|
Oct 08, 2025 Q3 2025 |
34,759
shares
|
$2.98 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
34,696
shares
|
$2.98 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
34,622
shares
|
$2.97 Million
1.45% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
34,448
shares
|
$2.96 Million
0.9% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
33,426
shares
|
$2.87 Million
1.01% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
33,316
shares
|
$2.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
32,925
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.52%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
32,775
shares
|
$2.81 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
32,700
shares
|
$2.81 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
32,043
shares
|
$2.75 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
31,131
shares
|
$2.67 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
31,072
shares
|
$2.67 Million
2.26% of portfolio
|
Q3 2025
Added 11.2%
|
|