VanEck Morningstar ESG Moat

MOTE • BATS

VanEck Morningstar ESG Moat is an exchange-traded fund on BATS.

Overview

Overview of institutional ownership in MOTE as of Q3 2025

All Institutions

Institutions: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in MOTE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SMITH, MOORE & CO. RIA/Wealth	Stewart James Jr Deutsch CEO	- 0.00% of portfolio	- shares	Q3 2022 Held for 3y 2m	$1.3B
FIRST FOUNDATION ADVISORS RIA/Wealth	John Avak Hakopian President	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$2.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	- 0.00% of portfolio	- shares	Q1 2025 Held for 8 months	$1.65T
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	- 0.00% of portfolio	- shares	Q2 2022 Held for 3y 5m	$17.4B
R Rockefeller Capital Management L.P. Long Only Manager	Richard Mark Fell President	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$49.6B
Kelman-Lazarov, Inc. RIA/Wealth	Martin Samuel Kelman Chairman	- 0.00% of portfolio	- shares	Q2 2022 Held for 3y 5m	$671.0M
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	- 0.00% of portfolio	- shares	Q1 2022 Held for 3y 8m	$3.9B
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	- 0.00% of portfolio	- shares	Q1 2022 Held for 3y 8m	$96.6B
A Advisor Group Holdings, Inc. Institution	-	- 0.00% of portfolio	- shares	Q3 2022 Held for 3y 2m	$71.0B

Net Capital Flow

Institutional buying and selling activity for MOTE in Q3 2025

Net Flow: −$12.1M
Buyers: 0
Sellers: 9
Total Bought: +-
Total Sold: −$12.1M
Avg Position: -

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
FIRST FOUNDATION ADVISORS RIA/Wealth	−$6.3M −227.9K shares	Sold Off 0 shares
SMITH, MOORE & CO. RIA/Wealth	−$2.0M −72.2K shares	Sold Off 0 shares
R Rockefeller Capital Management L.P. Long Only Manager	−$1.6M −58.7K shares	Sold Off 0 shares
VAN ECK ASSOCIATES CORP ETF Provider	−$1.4M −50.0K shares	Sold Off 0 shares
Kelman-Lazarov, Inc. RIA/Wealth	−$566.4K −20.4K shares	Sold Off 0 shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$138.6K −5.0K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$32.5K −1.2K shares	Sold Off 0 shares
Geneos Wealth Management Inc. RIA/Wealth	−$2.1K −75.0 shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$35.0 −1.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MOTE in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 9
Exited Value: $12.1M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
FIRST FOUNDATION ADVISORS RIA/Wealth	$6.3M 227.9K shares
SMITH, MOORE & CO. RIA/Wealth	$2.0M 72.2K shares
R Rockefeller Capital Management L.P. Long Only Manager	$1.6M 58.7K shares
VAN ECK ASSOCIATES CORP ETF Provider	$1.4M 50.0K shares
Kelman-Lazarov, Inc. RIA/Wealth	$566.4K 20.4K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$138.6K 5.0K shares
A Advisor Group Holdings, Inc. Institution	$32.5K 1.2K shares
Geneos Wealth Management Inc. RIA/Wealth	$2.1K 75.0 shares
MORGAN STANLEY RIA/Wealth	$35.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MOTE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MOTE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SMITH, MOORE & CO. RIA/Wealth	Stewart James Jr Deutsch CEO	0.00% -	- shares	Q3 2022 Held for 3y 2m	$1.3B
FIRST FOUNDATION ADVISORS RIA/Wealth	John Avak Hakopian President	0.00% -	- shares	Q2 2025 Held for 5 months	$2.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	0.00% -	- shares	Q1 2025 Held for 8 months	$1.65T
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	0.00% -	- shares	Q2 2022 Held for 3y 5m	$17.4B
R Rockefeller Capital Management L.P. Long Only Manager	Richard Mark Fell President	0.00% -	- shares	Q2 2025 Held for 5 months	$49.6B
Kelman-Lazarov, Inc. RIA/Wealth	Martin Samuel Kelman Chairman	0.00% -	- shares	Q2 2022 Held for 3y 5m	$671.0M
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	0.00% -	- shares	Q1 2022 Held for 3y 8m	$3.9B
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	0.00% -	- shares	Q1 2022 Held for 3y 8m	$96.6B
A Advisor Group Holdings, Inc. Institution	-	0.00% -	- shares	Q3 2022 Held for 3y 2m	$71.0B