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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
30,094
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
29,528
shares
|
$2.53 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,475
shares
|
$2.53 Million
1.63% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,089
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
28,994
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
28,880
shares
|
$2.48 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
28,563
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
28,489
shares
|
$2.45 Million
2.84% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
28,320
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,033
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2022
Added 15.6%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
28,028
shares
|
$2.41 Million
1.17% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
27,498
shares
|
$2.36 Million
2.04% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
27,337
shares
|
$2.35 Million
0.6% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
27,154
shares
|
$2.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
26,861
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
26,846
shares
|
$2.3 Million
2.62% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
26,666
shares
|
$2.29 Million
1.33% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
26,545
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Added 101.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
26,364
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
26,269
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.47%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
26,174
shares
|
$2.25 Million
2.46% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
26,006
shares
|
$2.23 Million
0.25% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
25,711
shares
|
$2.21 Million
0.68% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
25,454
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,333
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|