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MOTI Institutional Ownership

VanEck Morningstar International Moat ETF
1W: -1.3% 1M: -5.7% 3M: +0.2% YTD: -7.1% 1Y: -8.3% 3Y: +25.3% 5Y: +19.6%
$34.41
+0.16 (+0.45%)
 
Weekly Expected Move ±1.7%
$33 $34 $34 $35 $36
ETF CBOE · AUM $183.6M

Institutional Ownership — MOTI

65
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
6
New Positions
6
Increased
39
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (73 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SOUTHERN FARM BUREAU LIFE INSURANCE 314,273 $11M — +0.0% 14Q SEC ↗
2 RiverFront Investment Group, LLC 74,216 $3M -970,371 -92.9% 14Q SEC ↗
3 MORGAN STANLEY 72,466 $2M -99,253 -57.8% 35Q SEC ↗
4 FLOW TRADERS U.S. LLC 48,377 $2M +22,279 +85.4% 2Q SEC ↗
5 LPL Financial LLC 45,513 $2M -255,137 -84.9% 20Q SEC ↗
6 Cornerstone Financial Group, LLC /NE 43,413 $1M — +0.0% 7Q SEC ↗
7 Whipplewood Advisors, LLC 34,730 $1M +3,617 +11.6% 7Q SEC ↗
8 FIRST FOUNDATION ADVISORS 34,407 $1M -1,966 -5.4% 13Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,777 $1M +19,026 +129.0% 2Q SEC ↗
10 JONES FINANCIAL COMPANIES LLLP 32,626 $1M +8,530 +35.4% 6Q SEC ↗
11 Mesirow Financial Investment Managemen 25,898 $891K +3,250 +14.4% 5Q SEC ↗
12 Mariner, LLC 24,257 $835K -460 -1.9% 2Q SEC ↗
13 HRT FINANCIAL LP NEW 21,903 $754K — +0.0% 1Q SEC ↗
14 JPMORGAN CHASE & CO 20,655 $711K -14,693 -41.6% 14Q SEC ↗
15 Creekside Partners 16,944 $583K — +0.0% 9Q SEC ↗
16 Koshinski Asset Management, Inc. 15,602 $537K -870 -5.3% 9Q SEC ↗
17 SIGNATURE ESTATE & INVESTMENT ADVISORS 14,594 $502K -365 -2.4% 9Q SEC ↗
18 JNBA Financial Advisors 13,772 $474K -7,930 -36.5% 30Q SEC ↗
19 MCF Advisors LLC 12,957 $446K -20,091 -60.8% 3Q SEC ↗
20 ROYAL BANK OF CANADA 12,535 $431K -174,702 -93.3% 21Q SEC ↗
21 Planned Solutions, Inc. 11,211 $386K -2,796 -20.0% 15Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 10,877 $374K -342,900 -96.9% 7Q SEC ↗
23 Leelyn Smith, LLC 9,908 $341K — +0.0% 4Q SEC ↗
24 Savant Capital, LLC NEW 8,911 $307K — +0.0% 1Q SEC ↗
25 WELLS FARGO & COMPANY/MN 8,223 $283K -9,802 -54.4% 22Q SEC ↗
26 Atlas Wealth LLC 7,999 $275K -1,147 -12.5% 13Q SEC ↗
27 BCS Wealth Management 7,991 $275K -57 -0.7% 18Q SEC ↗
28 JOHNSON INVESTMENT COUNSEL INC 7,770 $267K -1,130 -12.7% 6Q SEC ↗
29 GOLDMAN SACHS GROUP INC NEW 7,672 $264K — +0.0% 1Q SEC ↗
30 HighTower Advisors, LLC 7,645 $263K -92 -1.2% 6Q SEC ↗
31 EverSource Wealth Advisors, LLC 7,069 $243K — +0.0% 5Q SEC ↗
32 Cambridge Investment Research Advisors 6,989 $240K -398 -5.4% 13Q SEC ↗
33 UBS Group AG 4,839 $167K +4,838 +483800.0% 7Q SEC ↗
34 WHITTIER TRUST CO 3,629 $125K — +0.0% 26Q SEC ↗
35 FIRST HORIZON CORP 2,200 $76K — +0.0% 4Q SEC ↗
36 Anchor Investment Management, LLC 2,124 $73K -230 -9.8% 31Q SEC ↗
37 OSAIC HOLDINGS, INC. 2,046 $70K -57 -2.7% 26Q SEC ↗
38 NewEdge Advisors, LLC 2,000 $69K — +0.0% 6Q SEC ↗
39 Steward Partners Investment Advisory, 1,200 $41K -20,516 -94.5% 30Q SEC ↗
40 Integrated Wealth Concepts LLC NEW 1,000 $34K — +0.0% 1Q SEC ↗
41 IFP Advisors, Inc 970 $33K — +0.0% 28Q SEC ↗
42 Capital Investment Advisory Services, 720 $25K — +0.0% 31Q SEC ↗
43 BlackRock, Inc. NEW 336 $12K — +0.0% 1Q SEC ↗
44 IFG Advisory, LLC NEW 300 $10K — +0.0% 1Q SEC ↗
45 AE Wealth Management LLC 297 $10K — +0.0% 4Q SEC ↗
46 FIFTH THIRD BANCORP 171 $6K -4,907 -96.6% 2Q SEC ↗
47 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 66 $2K -177 -72.8% 4Q SEC ↗
48 Darwin Wealth Management, LLC 29 $1K — +0.0% 5Q SEC ↗
49 DHJJ Financial Advisors, Ltd. 28 $1K — +0.0% 12Q SEC ↗
50 HARBOUR INVESTMENTS, INC. 17 $1K — +0.0% 17Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
FLOW TRADERS U.S. LLC +22,279 +85.4% 48,377
SUSQUEHANNA INTERNATIONAL GROUP, LL +19,026 +129.0% 33,777
JONES FINANCIAL COMPANIES LLLP +8,530 +35.4% 32,626
UBS Group AG +4,838 +483800.0% 4,839
Whipplewood Advisors, LLC +3,617 +11.6% 34,730
Mesirow Financial Investment Manage +3,250 +14.4% 25,898
Biggest Decreases (20)
HolderReducedChange %Total Shares
RiverFront Investment Group, LLC -970,371 -92.9% 74,216
RAYMOND JAMES FINANCIAL INC -342,900 -96.9% 10,877
LPL Financial LLC -255,137 -84.9% 45,513
ROYAL BANK OF CANADA -174,702 -93.3% 12,535
MORGAN STANLEY -99,253 -57.8% 72,466
Steward Partners Investment Advisor -20,516 -94.5% 1,200
MCF Advisors LLC -20,091 -60.8% 12,957
JPMORGAN CHASE & CO -14,693 -41.6% 20,655
WELLS FARGO & COMPANY/MN -9,802 -54.4% 8,223
JNBA Financial Advisors -7,930 -36.5% 13,772
FIFTH THIRD BANCORP -4,907 -96.6% 171
Planned Solutions, Inc. -2,796 -20.0% 11,211
FIRST FOUNDATION ADVISORS -1,966 -5.4% 34,407
Atlas Wealth LLC -1,147 -12.5% 7,999
JOHNSON INVESTMENT COUNSEL INC -1,130 -12.7% 7,770
Koshinski Asset Management, Inc. -870 -5.3% 15,602
Mariner, LLC -460 -1.9% 24,257
Cambridge Investment Research Advis -398 -5.4% 6,989
SIGNATURE ESTATE & INVESTMENT ADVIS -365 -2.4% 14,594
Anchor Investment Management, LLC -230 -9.8% 2,124

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms