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 |
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
83,954
shares
|
$7.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
83,652
shares
|
$7.18 Million
3.54% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
81,800
shares
|
$7.02 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
81,322
shares
|
$6.98 Million
0.2% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
80,708
shares
|
$6.93 Million
4.37% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
80,318
shares
|
$6.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
79,734
shares
|
$6.84 Million
3.48% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
79,422
shares
|
$6.82 Million
0.5% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
79,076
shares
|
$6.79 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
78,082
shares
|
$6.7 Million
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
77,770
shares
|
$6.68 Million
0.64% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
77,592
shares
|
$6.66 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
77,211
shares
|
$6.63 Million
1.24% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
75,710
shares
|
$6.5 Million
5.38% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
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%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
72,719
shares
|
$6.24 Million
0.72% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,587
shares
|
$6.23 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
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%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
70,724
shares
|
$6.07 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
70,636
shares
|
$6.06 Million
3.13% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
69,041
shares
|
$5.93 Million
1.68% of portfolio
|
Q2 2025
Reduced 45.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
68,226
shares
|
$5.86 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
68,191
shares
|
$5.85 Million
0.14% of portfolio
|
Q2 2025
Reduced 49.67%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
68,147
shares
|
$5.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
67,359
shares
|
$5.78 Million
0.69% of portfolio
|
Q2 2025
Added 2.86%
|