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 701 institutions that hold shares in the stock, with a total of 98.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
186,868
shares
|
$16 Million
2.06% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
180,203
shares
|
$15.5 Million
9.21% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
170,193
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
169,287
shares
|
$14.5 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
168,910
shares
|
$14.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
166,531
shares
|
$14.3 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
165,955
shares
|
$14.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
163,275
shares
|
$14 Million
1.94% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
161,810
shares
|
$13.9 Million
0.08% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
159,354
shares
|
$13.7 Million
0.57% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
158,388
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
157,303
shares
|
$13.5 Million
19.09% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
157,161
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
156,348
shares
|
$13.4 Million
5.43% of portfolio
|
Q3 2024
Added 51.13%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
155,587
shares
|
$13.4 Million
5.82% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
154,948
shares
|
$13.3 Million
2.15% of portfolio
|
Q3 2024
Added 5334.86%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
152,006
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
147,724
shares
|
$12.7 Million
4.32% of portfolio
|
Q3 2024
Added 44.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
145,111
shares
|
$12.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
144,279
shares
|
$12.4 Million
5.03% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
143,596
shares
|
$12.3 Million
0.46% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
140,646
shares
|
$12.1 Million
1.94% of portfolio
|
Q3 2024
Added 98.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
139,881
shares
|
$12 Million
0.45% of portfolio
|
Q3 2024
Added 1132.11%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
138,748
shares
|
$11.9 Million
3.09% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
136,768
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Added 18.03%
|