GOAT Institutional Ownership
VanEck Vectors Morningstar Global Wide Moat ETF
1W: +2.9%
1M: +6.4%
3M: +5.9%
1Y: +8.8%
3Y: +11.7%
$39.04
Last traded 2023-12-18 — delisted
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Institutional Ownership — GOAT
13
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
2
New Positions
4
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 147,944 | $6M | -2,125 | -1.4% | 9Q | SEC ↗ |
| 2 | JANE STREET GROUP, LLC | 29,242 | $1M | +8,274 | +39.5% | 16Q | SEC ↗ |
| 3 | Wealthspire Advisors, LLC NEW | 20,885 | $815K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 18,547 | $724K | -10,138 | -35.3% | 27Q | SEC ↗ |
| 5 | GM Advisory Group, LLC | 18,303 | $715K | +3,786 | +26.1% | 5Q | SEC ↗ |
| 6 | Capital Investment Advisory Services, | 12,471 | $487K | -1,133 | -8.3% | 26Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 7,813 | $305K | +178 | +2.3% | 15Q | SEC ↗ |
| 8 | BXM Wealth LLC NEW | 5,250 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Allworth Financial LP | 1,030 | $40K | +53 | +5.4% | 4Q | SEC ↗ |
| 10 | Rossmore Private Capital | 410 | $16K | — | +0.0% | 2Q | SEC ↗ |
| 11 | MORGAN STANLEY | 19 | $1K | +1 | +5.6% | 10Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 14Q | SEC ↗ |
| 13 | Western Wealth Management, LLC | 0 | $0K | -130 | -100.0% | 1Q | SEC ↗ |
| 14 | Cutler Capital Management, LLC | 0 | $0K | -2,925 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 20,885 | $815K |
| BXM Wealth LLC | 5,250 | $205K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cutler Capital Management, LLC | 2,925 | $114K |
| Western Wealth Management, LLC | 130 | $5K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +8,274 | +39.5% | 29,242 |
| GM Advisory Group, LLC | +3,786 | +26.1% | 18,303 |
| BANK OF AMERICA CORP /DE | +178 | +2.3% | 7,813 |
| Allworth Financial LP | +53 | +5.4% | 1,030 |
| MORGAN STANLEY | +1 | +5.6% | 19 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -10,138 | -35.3% | 18,547 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -2,125 | -1.4% | 147,944 |
| Capital Investment Advisory Service | -1,133 | -8.3% | 12,471 |