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 757 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.04 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 |
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
303,887
shares
|
$26.1 Million
11.02% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
299,334
shares
|
$25.7 Million
0.63% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
298,284
shares
|
$25.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
293,040
shares
|
$25.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
291,184
shares
|
$25 Million
0.06% of portfolio
|
Q2 2025
Added 310.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
277,128
shares
|
$23.8 Million
1.52% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
272,580
shares
|
$23.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 45.03%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
267,876
shares
|
$23 Million
5.18% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
267,876
shares
|
$23 Million
5.18% of portfolio
|
Q2 2025
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
267,249
shares
|
$22.9 Million
9.52% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
266,054
shares
|
$22.8 Million
1.18% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
263,765
shares
|
$22.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
259,028
shares
|
$22.2 Million
0.63% of portfolio
|
Q1 2025
Added 4808.62%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
257,389
shares
|
$22.1 Million
0.39% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
257,142
shares
|
$22.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
253,582
shares
|
$21.8 Million
5.09% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
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%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
250,011
shares
|
$21.5 Million
1.83% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
247,757
shares
|
$21.3 Million
0.45% of portfolio
|
Q2 2025
Added 560.88%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
245,555
shares
|
$21.1 Million
0.02% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
238,063
shares
|
$20.4 Million
2.21% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
232,928
shares
|
$20 Million
11.06% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
230,122
shares
|
$19.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
229,333
shares
|
$19.7 Million
0.3% of portfolio
|
Q2 2023
Reduced 3.03%
|