Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2024 (March 31)632holders
4famous investors
$89.83avg. 13F price*
At the end of Q1 2024, 632 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings. The largest holders were Bank of America Corp. ($794.4M), Morgan Stanley ($781.7M) and LPL Financial LLC ($656.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $138.6M |
| Exits | 50 | $49.3M |
Ownership 632 holders
| Bank of America Corp. | 0.08% | Add +4.2% | 8,836,047 | $794.4M |
| Morgan Stanley | 0.06% | Add +12.8% | 8,695,199 | $781.7M |
| LPL Financial LLC | 0.35% | Add +4.5% | 7,297,680 | $656.1M |
| Raymond James Financial Services Advisors, Inc. | 0.43% | Add +12.5% | 3,247,417 | $291.9M |
| Wells Fargo & Company | 0.06% | Add +9.0% | 2,657,267 | $238.9M |
| Mesirow Financial Investment Management, Inc. | 5.13% | Add +11.2% | 2,508,489 | $225.5M |
| Commonwealth Equity Services, LLC | 0.37% | Add +5.1% | 2,459,308 | $221.1M |
| Raymond James & Associates | 0.14% | Add +4.3% | 2,367,879 | $212.9M |
| Ameriprise Financial Inc. | 0.06% | Add +3.4% | 2,320,848 | $208.7M |
| UBS Group AG | 0.07% | Add +14.5% | 2,201,257 | $197.9M |
| Osaic Holdings, Inc. | 0.35% | Add +12.8% | 1,739,857 | $156.4M |
| Thrivent Financial for Lutherans | 0.28% | Reduce -11.3% | 1,530,644 | $137.6M |
| Provenance Wealth Advisors, LLC | 14.99% | Reduce -1.8% | 1,185,353 | $106.6M |
| First Foundation Advisors | 3.67% | Add +57.8% | 1,019,331 | $91.6M |
| Cwm, LLC | 0.44% | Add +32.6% | 1,007,701 | $90.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -0.2% | 923,097 | $83.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +38.9% | 898,621 | $80.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.2% | 845,452 | $76.0M |
| Southern Farm Bureau Life Insurance | 12.57% | No change | 845,027 | $76.0M |
| OneDigital Investment Advisors LLC | 1.12% | Reduce -7.8% | 794,349 | $71.4M |
| JNBA Financial Advisors | 7.47% | Add +3.1% | 790,994 | $71.1M |
| Obermeyer Wealth Partners | 4.07% | Add +9.6% | 769,035 | $69.1M |
| Employees' Retirement Fund of the City of Fort Worth | 12.52% | No change | 748,564 | $67.3M |
| Morningstar Investment Services LLC | 0.71% | New | 723,941 | $64.7M |
| Private Advisor Group, LLC | 0.46% | Add +26.2% | 714,172 | $64.2M |
| Brookstone Capital Management | 1.13% | Add +10.2% | 701,363 | $63.1M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +2.5% | 699,209 | $62.9M |
| Davidson Capital Management Inc. | 19.91% | Add +0.5% | 687,740 | $61.8M |
| HighTower Advisors, LLC | 0.10% | Add +13.0% | 682,103 | $61.3M |
| Cetera Investment Advisers | 0.14% | Add +675.1% | 655,462 | $58.9M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 644,481 | $57.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.72% | Add +1.4% | 595,039 | $53.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 583,133 | $52.4M |
| Sfmg, LLC | 4.47% | Reduce -2.2% | 578,497 | $52.0M |
| Verde Capital Management | 17.50% | Reduce -0.2% | 568,652 | $51.1M |
| Kelman-Lazarov, Inc. | 9.58% | Add +0.7% | 545,010 | $49.0M |
| Cahill Financial Advisors Inc. | 6.65% | Add +4.0% | 542,193 | $48.7M |
| Apexium Financial, LP | 3.44% | Add +2.7% | 504,190 | $45.3M |
| Whitaker-Myers Wealth Managers, LTD. | 18.49% | Add +4.8% | 487,438 | $43.8M |
| First International Bank & Trust | 14.36% | Add +42.8% | 462,730 | $41.6M |
| Stifel Financial Corp. | 0.05% | Add +7.0% | 449,524 | $40.4M |
| Regatta Capital Group, LLC | 9.00% | Add +2.8% | 444,885 | $40.0M |
| Leelyn Smith, LLC | 7.92% | Add +2.9% | 440,347 | $39.6M |
| Financial Management Network Inc. | 9.95% | Add +1.2% | 452,470 | $39.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | No change | 426,000 | $38.3M |
| Tanager Wealth Management LLP | 6.10% | Add +6.5% | 420,291 | $37.8M |
| TTP Investments, Inc. | 16.02% | Add +15.3% | 407,419 | $36.6M |
| Ceera Investments, LLC | 16.03% | Add +9.5% | 407,283 | $36.6M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +0.4% | 380,157 | $34.2M |
| Stephens Inc. | 0.52% | Add +6.0% | 371,221 | $33.4M |
| Harbor Group, Inc. | 8.37% | Add +4.0% | 353,161 | $31.7M |
| Cerity Partners LLC | 0.08% | Add +1.3% | 348,007 | $31.3M |
| Level Four Advisory Services, LLC | 1.70% | Add +1.5% | 363,557 | $30.9M |
| EP Wealth Advisors, LLC | 0.36% | Add +115.0% | 342,818 | $30.8M |
| Geneos Wealth Management Inc. | 1.38% | Add +1.2% | 335,344 | $30.1M |
| Tompkins Financial Corp. | 3.40% | Add +5.6% | 334,261 | $30.1M |
| G2 Capital Management, LLC / Oh | 9.63% | Add +0.8% | 332,949 | $29.9M |
| Palo Alto Wealth Advisors, LLC | 20.39% | Add +5.5% | 321,633 | $28.9M |
| MML Investors Services, LLC | 0.12% | Add +11.4% | 318,912 | $28.7M |
| Smart Money Group LLC | 10.97% | Reduce -4.1% | 330,399 | $28.2M |
| Summit Asset Management, LLC | 3.34% | Add +9.9% | 313,605 | $28.2M |
| Beaumont Financial Advisors, LLC | 2.28% | Add +28.9% | 307,872 | $27.7M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +82.5% | 306,925 | $27.6M |
| Captrust Financial Advisors | 0.10% | Reduce -1.8% | 305,964 | $27.5M |
| Planned Solutions, Inc. | 13.07% | Add +0.6% | 296,303 | $26.6M |
| Visionary Wealth Advisors | 1.75% | Add +6.2% | 288,835 | $26.0M |
| Beaumont Asset Management, L.L.C. | 16.41% | Add +0.3% | 274,398 | $24.7M |
| Citigroup Inc. | 0.02% | Add +51.8% | 253,371 | $22.8M |
| Activest Wealth Management | 10.90% | Add +3.2% | 251,726 | $22.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +17.3% | 246,674 | $22.2M |
| New England Private Wealth Advisors LLC | 3.88% | Add +0.9% | 246,143 | $22.1M |
| Sigma Planning Corp | 0.69% | Add +98.0% | 242,556 | $21.8M |
| MinichMacGregor Wealth Management, LLC | 5.56% | Add +12.2% | 243,906 | $21.8M |
| MAI Capital Management | 0.23% | Reduce -5.5% | 240,459 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +23.8% | 238,709 | $21.5M |
| Redhawk Wealth Advisors, Inc. | 3.48% | Add +64.1% | 237,925 | $21.4M |
| Roundview Capital LLC | 1.71% | Add +7.4% | 232,927 | $20.9M |
| DAVENPORT & Co LLC | 0.13% | Add +34.1% | 232,294 | $20.9M |
| Drake & Associates, LLC | 7.49% | Add +5.7% | 227,717 | $20.5M |
| Prospera Financial Services Inc | 0.61% | Add +22.0% | 227,307 | $20.4M |
| Berkshire Money Management, Inc. | 2.47% | Add +60.2% | 227,182 | $20.4M |
| Valley Wealth Managers, Inc. | 1.52% | Reduce -7.5% | 224,535 | $20.2M |
| Allworth Financial LP | 0.14% | Add +45.0% | 218,959 | $19.7M |
| Ratio Wealth Group | 3.65% | Add +7.4% | 217,807 | $19.6M |
| Harbour Trust & Investment Management Co | 2.44% | Add +3.5% | 216,150 | $19.4M |
| Core Wealth Advisors, Inc. | 6.55% | Add +3.1% | 214,502 | $19.3M |
| Aspen Wealth Strategies, LLC | 13.21% | Add +4.1% | 212,748 | $19.1M |
| TAP Consulting, LLC | 4.17% | Add +105.0% | 210,902 | $19.0M |
| Kestra Private Wealth Services, LLC | 0.42% | Add +93.3% | 209,015 | $18.8M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +0.6% | 204,694 | $18.4M |
| Buttonwood Financial Advisors Inc. | 8.24% | Add +5.0% | 194,827 | $17.5M |
| Truist Financial Corp. | 0.03% | Reduce -17.9% | 194,701 | $17.5M |
| Dynamic Advisor Solutions LLC | 0.58% | Add +10.0% | 189,569 | $17.0M |
| Ethos Financial Group, LLC | 3.26% | Add +0.2% | 189,532 | $17.0M |
| Smith Anglin Financial, LLC | 1.76% | Reduce -7.3% | 189,208 | $17.0M |
| Barings LLC | 0.43% | Add +91.5% | 188,768 | $17.0M |
| Patton Albertson Miller Group, LLC | 2.53% | Add +42.3% | 188,140 | $16.9M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +13.4% | 182,641 | $16.4M |
| Provident Wealth Management, LLC | 6.00% | Reduce -2.9% | 178,334 | $16.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +39.7% | 177,312 | $15.9M |
| Ancora Advisors LLC | 0.36% | Add +33.3% | 173,250 | $15.6M |
| WealthPLAN Partners, LLC | 1.61% | Reduce -3.9% | 173,013 | $15.6M |
| Darrow Company, Inc. | 10.13% | Add +5.1% | 172,066 | $15.5M |
| NewEdge Advisors, LLC | 0.13% | Reduce -0.5% | 171,203 | $15.4M |
| Mission Wealth Management, LP | 0.39% | Add +2365.1% | 163,386 | $14.7M |
| Apriem Advisors | 1.78% | Add +12.5% | 157,620 | $14.2M |
| Centaurus Financial, Inc. | 0.97% | Add +2.4% | 154,527 | $13.9M |
| IFP Advisors, Inc | 0.61% | Add +5.5% | 153,655 | $13.8M |
| Creative Planning | 0.02% | Add +2.3% | 151,622 | $13.6M |
| US Financial Advisors, LLC | 4.50% | Add +1.8% | 144,664 | $13.0M |
| Zurich Insurance Group Ltd | 0.12% | No change | 143,169 | $12.6M |
| Philip James Wealth Mangement, LLC | 8.84% | Add +5.0% | 138,869 | $12.5M |
| Baird Financial Group, Inc. | 0.03% | Add +25.5% | 138,510 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 137,326 | $12.3M |
| Kathleen S. Wright Associates Inc. | 5.63% | Add +7.2% | 132,939 | $12.0M |
| Boyce & Associates Wealth Consulting, Inc. | 15.40% | Add +5.5% | 132,680 | $11.9M |
| Ogorek Anthony Joseph /NY/ | 4.10% | Reduce -0.7% | 131,214 | $11.8M |
| Onyx Bridge Wealth Group LLC | 2.09% | Reduce -9.1% | 135,746 | $11.7M |
| Alpha Omega Group, Inc. | 16.27% | Reduce -0.3% | 129,177 | $11.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -29.4% | 129,037 | $11.6M |
| Ruggaard & Associates LLC | 5.47% | Add +1105.3% | 127,962 | $11.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +37.5% | 126,657 | $11.4M |
| Mariner, LLC | 0.02% | Reduce -5.4% | 125,760 | $11.3M |
| Corient Private Wealth LP | 0.02% | Add +8.7% | 124,811 | $11.2M |
| Flagstar Securities, Inc. | 3.11% | Add +46.3% | 124,408 | $11.2M |
| Archford Capital Strategies, LLC | 1.87% | Reduce -5.7% | 123,780 | $11.1M |
| Equitable Holdings, Inc. | 0.12% | Add +4.6% | 123,024 | $11.1M |
| Oppenheimer & Co. Inc. | 0.18% | Add +10.1% | 118,341 | $10.6M |
| Independent Financial Group, LLC | 0.49% | Add +10.1% | 118,089 | $10.6M |
| Cornerstone Advisory, LLC | 1.50% | Add +8.0% | 117,269 | $10.5M |
| Thoroughbred Financial Services, LLC | 0.97% | Reduce -4.9% | 112,277 | $10.1M |
| Schorn Wealth LLC | 3.76% | Add +2.6% | 110,708 | $10.0M |
| Plotkin Financial Advisors, LLC | 6.58% | Add +37.7% | 110,424 | $9.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +6.3% | 106,711 | $9.6M |
| EnRich Financial Partners LLC | 3.51% | Reduce -3.5% | 104,184 | $9.4M |
| Denver PWM, LLC | 3.62% | Add +0.3% | 106,990 | $9.4M |
| Journey Strategic Wealth LLC | 0.41% | New | 103,855 | $9.3M |
| Farrow Financial, Inc. | 6.48% | Add +1.5% | 102,742 | $9.2M |
| Aspire Wealth Management Corp | 5.57% | Add +5.3% | 102,600 | $9.2M |
| Objectivity Squared, LLC | 8.10% | Add +53.3% | 106,019 | $9.2M |
| Avalon Capital Management | 3.75% | Reduce -3.9% | 101,832 | $9.2M |
| YHB Investment Advisors, Inc. | 0.79% | Add +15.6% | 99,692 | $9.0M |
| Allen Capital Group, LLC | 1.29% | New | 99,182 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -22.4% | 98,391 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -22.4% | 98,391 | $8.8M |
| S.E.E.D. Planning Group LLC | 3.18% | Add +39.7% | 96,794 | $8.7M |
| Laurel Wealth Planning LLC | 5.70% | Reduce -1.6% | 95,361 | $8.6M |
| Trademark Financial Management, LLC | 6.98% | Reduce -18.9% | 93,660 | $8.4M |
| Western Wealth Management, LLC | 0.64% | Add +2.2% | 91,714 | $8.2M |
| Goldstone Financial Group, LLC | 1.88% | Add +2.8% | 91,123 | $8.2M |
| Fermata Advisors, LLC | 1.79% | Add +5.0% | 88,350 | $7.9M |
| Pursue Wealth Partners LLC | 4.66% | Add +14.7% | 88,012 | $7.9M |
| FWG Holdings, LLC | 4.16% | Add +2.6% | 88,140 | $7.8M |
| Legacy CG, LLC | 2.77% | Reduce -59.6% | 85,051 | $7.6M |
| Unique Wealth Strategies, LLC | 3.72% | New | 84,601 | $7.6M |
| DHK Financial Advisors, Inc. | 5.37% | Reduce -9.6% | 84,401 | $7.6M |
| Aberdeen Group plc | 0.01% | Reduce -48.4% | 83,162 | $7.5M |
| Kickstand Ventures, Llc. | 2.07% | Add +0.8% | 81,208 | $7.3M |
| Boomfish Wealth Group, LLC | 4.81% | Reduce -0.7% | 79,596 | $7.2M |
| Lionsbridge Wealth Management LLC | 5.51% | Add +36.0% | 79,291 | $7.1M |
| Retireful, LLC | 2.92% | Reduce -1.3% | 78,210 | $7.0M |
| Financial Advocates Investment Management | 0.41% | Add +10.7% | 77,924 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +10.4% | 77,692 | $7.0M |
| Flynn Zito Capital Management, LLC | 3.60% | Add +2017.0% | 77,505 | $7.0M |
| Novare Capital Management LLC | 0.62% | Add +21.2% | 75,837 | $6.8M |
| Fifth Third Securities, Inc. | 0.64% | Add +34.5% | 73,651 | $6.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0.91% | Reduce -1.8% | 72,915 | $6.6M |
| Argent Trust Co | 0.29% | Add +12.3% | 72,850 | $6.5M |
| Heck Capital Advisors, LLC | 1.00% | Reduce -0.8% | 72,817 | $6.5M |
| Acorn Wealth Advisors, LLC | 3.41% | Add +13.8% | 72,692 | $6.5M |
| Altus Wealth Group LLC | 3.24% | Add +201.0% | 71,928 | $6.5M |
| NorthCrest Asset Manangement, LLC | 0.21% | Reduce -0.1% | 70,097 | $6.3M |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +3.5% | 69,501 | $6.2M |
| PCG Wealth Advisors, LLC | 2.96% | Add +20.5% | 69,205 | $6.2M |
| Sterling Investment Advisors, Ltd. | 1.74% | Add +19.7% | 68,695 | $6.2M |
| Wimmer Associates 1, LLC | 3.18% | Reduce -1.3% | 67,260 | $6.0M |
| Atria Investments, Inc | 0.08% | Reduce -4.3% | 67,244 | $6.0M |
| Financial Partners Group, Inc | 0.96% | Add +3.9% | 67,100 | $6.0M |
| Snider Financial Group | 2.48% | Add +1.9% | 66,199 | $6.0M |
| Ferguson Shapiro LLC | 2.73% | Reduce -10.5% | 65,977 | $5.9M |
| Goodman Advisory Group, LLC | 1.86% | Add +4.5% | 65,199 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +10.3% | 65,189 | $5.9M |
| Etesian Wealth Advisors, Inc. | 3.33% | Add +17.5% | 64,571 | $5.8M |
| HBW Advisory Services LLC | 1.06% | No change | 66,902 | $5.7M |
| Rooted Wealth Advisors, Inc. | 2.69% | Add +3.8% | 61,715 | $5.5M |
| Sugar Maple Asset Management, LLC | 5.23% | — | 60,285 | $5.4M |
| Elevated Capital Advisors, LLC | 1.55% | New | 60,207 | $5.4M |
| KPP Advisory Services LLC | 1.46% | New | 59,310 | $5.3M |
| Lido Advisors, LLC | 0.05% | Reduce -4.4% | 59,138 | $5.3M |
| Perigon Wealth Management, LLC | 0.16% | Add +277.6% | 58,685 | $5.3M |
| Tranquility Partners, LLC | 2.03% | Add +1.1% | 58,397 | $5.2M |
| &partners | 0.72% | Add +92.7% | 58,060 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -2.0% | 57,622 | $5.2M |
| Signal Advisors Wealth, LLC | 1.28% | Add +18.0% | 57,583 | $5.2M |
| Silver Oak Securities, Incorporated | 0.79% | Reduce -22.6% | 57,226 | $5.1M |
| IHT Wealth Management, LLC | 0.20% | Add +13.4% | 55,955 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.89% | Reduce -4.5% | 55,880 | $5.0M |
| Foguth Wealth Management, LLC. | 2.67% | — | 55,476 | $5.0M |
| Realta Investment Advisors | 1.02% | Reduce -6.5% | 55,032 | $4.9M |
| Cornerstone Wealth Group, LLC | 0.46% | Add +0.3% | 54,993 | $4.9M |
| WealthPlan Investment Management, LLC | 0.75% | Reduce -33.0% | 54,725 | $4.9M |
| Sentinel Pension Advisors, LLC | 1.05% | Add +10.1% | 54,691 | $4.9M |
| Peak Financial Advisors LLC | 2.99% | Reduce -7.6% | 54,640 | $4.9M |
| RDA Financial Network | 1.66% | Add +11.7% | 53,820 | $4.8M |
| Integrated Advisors Network LLC | 0.25% | Add +6.0% | 53,467 | $4.8M |
| Mengis Capital Management, Inc. | 0.74% | Add +3.9% | 53,279 | $4.8M |
| Essex Financial Services, Inc. | 0.44% | Add +81.2% | 53,191 | $4.8M |
| James J. Burns & Company, LLC | 1.67% | Reduce -31.2% | 54,125 | $4.8M |
| Panoramic Investment Advisors, LLC | 3.51% | Reduce -0.5% | 53,017 | $4.8M |
| Connectus Wealth, LLC | 0.13% | Reduce -4.1% | 52,729 | $4.7M |
| McCarthy & Cox | 1.76% | — | 51,804 | $4.7M |
| Ayalon Insurance Comp Ltd. | 1.54% | Reduce -21.0% | 51,564 | $4.6M |
| Comerica Bank | 0.02% | Add +12.9% | 51,372 | $4.6M |
| Santori & Peters, Inc. | 1.99% | Reduce -1.5% | 51,154 | $4.6M |
| Global Retirement Partners, LLC | 0.17% | Add +12.8% | 50,952 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.3% | 48,314 | $4.3M |
| Private Portfolio Partners LLC | 0.89% | Add +5.2% | 47,549 | $4.3M |
| IAM Advisory, LLC | 1.17% | Reduce -0.6% | 47,429 | $4.3M |
| Rehmann Capital Advisory Group | 0.32% | Add +5.1% | 47,181 | $4.2M |
| Westshore Wealth, LLC | 1.77% | Add +5.9% | 47,121 | $4.2M |
| Rollins Financial Advisors, LLC | 0.79% | Add +0.4% | 46,708 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.45% | Reduce -16.3% | 46,517 | $4.2M |
| Lincoln National Corp. | 0.07% | Add +30.8% | 46,503 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -12.3% | 55,045 | $4.2M |
| Goepper Burkhardt LLC | 1.93% | Add +525.6% | 46,982 | $4.1M |
| Providence First Trust Co | 1.79% | No change | 45,845 | $4.1M |
| Mutual Advisors, LLC | 0.13% | Add +13.8% | 45,469 | $4.1M |
| Farrell Financial LLC | 3.34% | Add +11.3% | 45,323 | $4.1M |
| Fortune Financial Advisors, LLC | 2.59% | Reduce -0.6% | 45,259 | $4.1M |
| Kraft, Davis & Associates, LLC | 1.21% | Reduce -5.3% | 45,278 | $4.0M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -7.4% | 44,234 | $4.0M |
| IRON Financial LLC | 2.20% | Reduce -3.9% | 43,918 | $3.9M |
| Advisor Resource Council | 1.67% | New | 43,913 | $3.9M |
| Future Financial Wealth Managment LLC | 2.99% | Add +34.6% | 43,240 | $3.9M |
| Anson Capital, Inc. | 5.56% | Add +4.6% | 43,028 | $3.9M |
| AdvisorNet Financial, Inc | 0.37% | Add +24.0% | 42,880 | $3.9M |
| VitalStone Financial, LLC | 2.93% | Reduce -5.6% | 42,728 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.21% | Reduce -0.4% | 42,583 | $3.8M |
| Raymond James Trust N.A. | 0.09% | Add +4.4% | 42,233 | $3.8M |
| StoneX Group Inc. | 0.34% | Add +0.9% | 41,612 | $3.7M |
| Midwest Financial Group LLC | 2.46% | Add +43.8% | 40,799 | $3.7M |
| Blair William & Co. | 0.01% | Add +4.5% | 40,156 | $3.6M |
| Harbour Investments, Inc. | 0.13% | Add +12.7% | 40,055 | $3.6M |
| Destiny Wealth Partners, LLC | 0.64% | Reduce -1.3% | 39,760 | $3.6M |
| Boston Family Office LLC | 0.26% | Add +17.4% | 39,630 | $3.6M |
| Trajan Wealth LLC | 0.24% | — | 39,486 | $3.5M |
| Howard Financial Services, LTD. | 0.61% | Add +56.7% | 39,051 | $3.5M |
| CoreCap Advisors, LLC | 0.19% | Add +3.6% | 38,992 | $3.5M |
| Cookson Peirce & Co. Inc. | 0.19% | Reduce -1.7% | 38,917 | $3.5M |
| Roberts Glore & Co. Inc. | 1.04% | Add +3.1% | 38,717 | $3.5M |
| Emergent Wealth Advisors, LLC | 2.95% | New | 38,058 | $3.4M |
| Citadel Advisors | 0.00% | Add +177.2% | 37,458 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +39.0% | 18,744 | $3.4M |
| Eudaimonia Partners, LLC | 0.78% | Add +9.7% | 36,578 | $3.3M |
| Cascade Financial Partners, LLC | 0.47% | — | 38,325 | $3.3M |
| Tacita Capital Inc | 2.23% | New | 35,806 | $3.2M |
| Collaborative Wealth Managment Inc. | 1.56% | Add +2.1% | 34,690 | $3.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -27.8% | 34,537 | $3.1M |
| SFG Wealth Management, LLC. | 1.83% | Reduce -30.4% | 34,286 | $3.1M |
| Smith, Moore & Co. | 0.32% | Add +14.5% | 33,185 | $3.0M |
| Lifestyle Asset Management, Inc. | 1.71% | Reduce -6.1% | 32,144 | $2.9M |
| GPS Wealth Strategies Group, LLC | 0.46% | Add +44.4% | 31,246 | $2.8M |
| White Knight Strategic Wealth Advisors, LLC | 2.90% | Reduce -2.2% | 31,066 | $2.8M |
| Gries Financial LLC | 0.46% | Add +686.8% | 30,709 | $2.8M |
| Financial Partners Group, LLC | 1.05% | Reduce -12.7% | 30,129 | $2.7M |
| Sunpointe, LLC | 2.98% | Add +17.4% | 29,847 | $2.7M |
| Liberty One Investment Management, LLC | 0.30% | Reduce -2.5% | 29,671 | $2.7M |
| EWG Elevate Inc. | 1.01% | Reduce -0.5% | 29,422 | $2.6M |
| Paragon Advisors, LLC | 1.06% | Add +64.2% | 29,144 | $2.6M |
| Treynor Bancshares, Inc. | 1.49% | Reduce -13.9% | 28,570 | $2.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.49% | New | 29,443 | $2.6M |
| John W. Brooker & Co., CPAs | 1.37% | Add +28.1% | 28,396 | $2.6M |
| BCS Wealth Management | 0.81% | Reduce -1.2% | 28,121 | $2.5M |
| Opal Wealth Advisors, LLC | 0.84% | Add +16.5% | 27,592 | $2.5M |
| Prudential PLC | 0.02% | Reduce -95.1% | 27,561 | $2.5M |
| SimpliFi, Inc. | 1.13% | Add +10.7% | 27,521 | $2.5M |
| Arete Wealth Advisors, LLC | 0.23% | Reduce -6.4% | 27,166 | $2.4M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -4.9% | 27,034 | $2.4M |
| Inspire Advisors, LLC | 0.34% | Reduce -4.3% | 26,963 | $2.4M |
| Berger Financial Group, Inc | 0.20% | Add +428.7% | 26,710 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.0% | 26,554 | $2.4M |
| Lifeworks Advisors, LLC | 0.66% | New | 26,258 | $2.4M |
| Transform Wealth, LLC | 0.22% | Add +70.5% | 26,223 | $2.4M |
| Cedar Brook Financial Partners, LLC | 0.45% | Add +1.9% | 25,352 | $2.3M |
| Lansing Street Advisors | 1.01% | Reduce -4.6% | 24,956 | $2.2M |
| HHM Wealth Advisors, LLC | 0.37% | Reduce -2.3% | 24,859 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.88% | Add +6.9% | 24,765 | $2.2M |
| FMR LLC | 0.00% | Add +25.7% | 24,644 | $2.2M |
| Zimmermann Investment Management & Planning LLC | 0.80% | Reduce -72.4% | 24,597 | $2.2M |
| GTS Securities LLC | 0.06% | New | 24,532 | $2.2M |
| Compound Planning, Inc. | 0.20% | Reduce -0.3% | 24,442 | $2.2M |
| Eagle Strategies LLC | 0.48% | Reduce -83.0% | 24,242 | $2.2M |
| Wedbush Securities Inc. | 0.08% | Add +11.1% | 24,230 | $2.2M |
| 9258 Wealth Management, LLC | 0.33% | Add +7.7% | 23,714 | $2.1M |
| Cross Staff Investments Inc | 1.79% | Add +1.0% | 23,704 | $2.1M |
| Oliver Luxxe Assets LLC | 0.45% | Reduce -4.3% | 23,658 | $2.1M |
| Hartline Investment Corp./ | 0.37% | New | 23,656 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +46.5% | 23,656 | $2.1M |
| Burns Matteson Capital Management, LLC | 1.37% | Add +494.2% | 23,493 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.57% | Add +1.7% | 24,681 | $2.1M |
| Uptick Partners, LLC | 1.56% | Reduce -3.6% | 22,787 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +3332.4% | 22,482 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +3.8% | 22,079 | $2.0M |
| Carnegie Investment Counsel | 0.06% | Add +1.5% | 21,891 | $2.0M |
| Triumph Capital Management | 0.80% | Add +12.4% | 21,941 | $2.0M |
| Focus Financial Network, Inc. | 0.09% | — | 22,957 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.70% | Reduce -2.4% | 21,342 | $1.9M |
| Advisor OS, LLC | 0.22% | Add +167.4% | 21,179 | $1.9M |
| Flow Traders U.S. LLC | 0.10% | Add +290.9% | 21,145 | $1.9M |
| Lunt Capital Management, Inc. | 0.94% | Add +9.6% | 21,121 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +3.2% | 20,523 | $1.8M |
| Fca Corp. | 0.57% | Add +6.3% | 19,479 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -29.7% | 19,421 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +10.7% | 18,901 | $1.7M |
| United Community Bank | 0.66% | Add +364.1% | 18,890 | $1.7M |
| Northern Trust Corp. | 0.00% | No change | 18,674 | $1.7M |
| Resurgent Financial Advisors LLC | 0.90% | Add +103.7% | 18,658 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.69% | Reduce -1.4% | 18,588 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -9.0% | 17,893 | $1.6M |
| First Heartland Consultants, Inc. | 0.17% | Add +4.1% | 17,827 | $1.6M |
| Phoenix Financial Ltd. | 0.02% | Reduce -43.4% | 17,801 | $1.6M |
| MADDEN SECURITIES Corp | 0.73% | New | 17,544 | $1.6M |
| Patten Group, Inc. | 0.38% | Reduce -2.7% | 16,969 | $1.5M |
| Dumont & Blake Investment Advisors LLC | 0.44% | Add +33.0% | 16,841 | $1.5M |
| Simplicity Wealth,LLC | 0.04% | Add +610.5% | 16,803 | $1.5M |
| Bright Futures Wealth Management, LLC. | 0.81% | — | 17,289 | $1.5M |
| Millennium Management | 0.00% | New | 16,585 | $1.5M |
| Wolff Wiese Magana LLC | 1.28% | Add +18.9% | 16,552 | $1.5M |
| National Bank of Canada | 0.00% | Add +1.0% | 16,730 | $1.5M |
| Cutler Capital Management, LLC | 0.71% | Add +10.2% | 16,234 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1543.7% | 16,125 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -21.3% | 15,805 | $1.4M |
| US Bancorp \de | 0.00% | Add +3.9% | 15,571 | $1.4M |
| New Century Financial Group, LLC | 0.97% | Add +476.0% | 15,511 | $1.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +418.7% | 15,482 | $1.4M |
| TRUE Private Wealth Advisors | 0.16% | Add +226.8% | 15,352 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +40.2% | 15,160 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +5.3% | 15,140 | $1.4M |
| Castleview Partners, LLC | 0.76% | Reduce -2.5% | 15,137 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 15,223 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +16.6% | 14,870 | $1.3M |
| Endowment Wealth Management, Inc. | 1.00% | New | 14,817 | $1.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +7.2% | 14,775 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +8.6% | 14,775 | $1.3M |
| Defined Wealth Management, LLC | 0.95% | Reduce -0.7% | 14,752 | $1.3M |
| Quadrature Capital Ltd | 0.02% | New | 14,731 | $1.3M |
| Cozad Asset Management Inc. | 0.14% | Add +26.3% | 14,663 | $1.3M |
| Summit Wealth Partners, LLC | 0.28% | Add +18.5% | 14,576 | $1.3M |
| Wintrust Investments LLC | 0.11% | Add +1.1% | 14,391 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.9% | 14,201 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +168.8% | 13,832 | $1.2M |
| Concord Wealth Partners | 0.22% | Add +10.6% | 13,600 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +274.5% | 13,589 | $1.2M |
| Aspiriant, LLC | 0.05% | Add +55.5% | 13,415 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.63% | Add +68.8% | 13,228 | $1.2M |
| Keeler Thomas Management LLC | 0.40% | Add +27.8% | 13,071 | $1.2M |
| Edge Financial Advisors LLC | 1.03% | — | 13,018 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | Reduce -0.6% | 12,988 | $1.2M |
| Balboa Wealth Partners | 0.37% | Add +153.1% | 12,923 | $1.2M |
| Warner Financial, Inc. | 0.57% | Add +7.8% | 12,629 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +14.3% | 12,584 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +6.5% | 12,467 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.57% | Add +40.4% | 12,089 | $1.1M |
| Nilsine Partners, LLC | 0.15% | Add +26.3% | 12,024 | $1.1M |
| ICA Group Wealth Management, LLC | 0.22% | Add +48.7% | 11,997 | $1.1M |
| Hudson Value Partners, LLC | 0.46% | Add +12.0% | 11,982 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.64% | Add +4.1% | 11,960 | $1.1M |
| Larson Financial Group LLC | 0.08% | Reduce -6.5% | 11,868 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Reduce -2.0% | 11,757 | $1.1M |
| Two Sigma Securities, LLC | 0.05% | New | 11,722 | $1.1M |
| Van Den Berg Management I, Inc. | 0.31% | Reduce -4.9% | 11,634 | $1.0M |
| PSI Advisors, LLC | 0.37% | Add +44.4% | 11,306 | $1.0M |
| Rothschild Wealth LLC | 0.36% | — | 11,285 | $1.0M |
| Rain Capital Management, LLC | 0.68% | New | 11,276 | $1.0M |
| Ieq Capital, LLC | 0.01% | No change | 11,229 | $1.0M |
| Private Trust Co. NA | 0.11% | Reduce -5.5% | 11,210 | $1.0M |
| Anchor Investment Management, LLC | 0.10% | Add +0.4% | 10,995 | $988K |
| Sheets Smith Wealth Management | 0.11% | Add +6.5% | 10,981 | $987K |
| Herold Advisors, Inc. | 0.23% | Add +67.2% | 10,776 | $969K |
| M3 Advisory Group, LLC | 0.86% | Add +11.1% | 10,610 | $954K |
| Belpointe Asset Management LLC | 0.07% | Add +29.1% | 10,607 | $954K |
| RFG Advisory, LLC | 0.03% | Add +28.7% | 10,562 | $950K |
| Trilogy Capital Inc. | 0.05% | Reduce -23.0% | 10,460 | $940K |
| Phraction Management LLC | 0.39% | Add +1.2% | 10,345 | $930K |
| Darwin Wealth Management, LLC | 0.26% | Reduce -3.1% | 10,257 | $922K |
| HSBC Holdings PLC | 0.00% | Add +20.4% | 10,197 | $916K |
| First Community Trust NA | 0.84% | No change | 9,977 | $897K |
| Ascension Capital Advisors, Inc. | 0.49% | Reduce -32.8% | 9,880 | $888K |
| Root Financial Partners, LLC | 0.26% | Add +2.2% | 9,648 | $867K |
| Betterment LLC | 0.00% | Add +58.7% | 9,567 | $860K |
| Scotia Capital Inc. | 0.00% | Add +1.1% | 9,225 | $829K |
| Atlas Capital Advisors Inc. | 0.12% | Add +33.3% | 8,826 | $793K |
| Kaydan Wealth Management, Inc. | 0.27% | Reduce -5.0% | 8,808 | $792K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +1.7% | 8,380 | $753K |
| Autumn Glory Partners, LLC | 0.36% | Reduce -18.6% | 8,284 | $745K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.06% | Add +11.5% | 8,241 | $741K |
| Gilbert & Cook, Inc. | 0.10% | Reduce -11.0% | 8,212 | $738K |
| XML Financial, LLC | 0.07% | Add +155.8% | 8,110 | $729K |
| WealthBridge Capital Management, LLC | 0.24% | Add +37.5% | 8,070 | $726K |
| NFSG Corp | 0.31% | Reduce -3.2% | 7,940 | $714K |
| Main Street Financial Solutions, LLC | 0.08% | Add +55.8% | 7,876 | $708K |
| Clarus Group, Inc. | 0.50% | Add +0.1% | 7,873 | $708K |
| Iams Wealth Management, LLC | 0.42% | Reduce -20.6% | 8,042 | $694K |
| Benjamin Edwards Inc. | 0.14% | Add +1.4% | 7,711 | $693K |
| Valued Retirements, Inc. | 1.10% | No change | 7,661 | $689K |
| FSC Wealth Advisors, LLC | 0.48% | Add +5.0% | 7,655 | $688K |
| Money Concepts Capital Corp. | 0.06% | Add +6.0% | 7,580 | $681K |
| Lake Street Private Wealth, LLC | 0.09% | No change | 7,499 | $674K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -2.3% | 7,333 | $659K |
| Legacy Private Trust Co. | 0.05% | Reduce -17.5% | 7,315 | $658K |
| Etfidea, LLC | 0.22% | No change | 7,284 | $655K |
| MGB Wealth Management, LLC | 0.26% | Add +7.8% | 7,256 | $651K |
| Sovereign Financial Group, Inc. | 0.17% | Add +36.8% | 7,197 | $647K |
| Founders Financial Securities LLC | 0.07% | Add +15.1% | 7,195 | $647K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Add +24.3% | 7,147 | $642K |
| Sax Wealth Advisors, LLC | 0.07% | Add +73.2% | 7,127 | $641K |
| Atlas Wealth LLC | 0.52% | New | 7,102 | $638K |
| Princeton Global Asset Management LLC | 0.15% | Add +24.3% | 6,815 | $613K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Add +14.2% | 6,792 | $611K |
| 360 Financial, Inc. | 0.23% | No change | 6,723 | $604K |
| Randolph Co Inc | 0.07% | Reduce -13.7% | 6,700 | $602K |
| Arq Wealth Advisors, LLC | 0.26% | Add +11.5% | 6,553 | $589K |
| Samalin Investment Counsel, LLC | 0.28% | Add +2.5% | 6,552 | $589K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.9% | 6,497 | $584K |
| Jacobi Capital Management LLC | 0.05% | Add +5.7% | 6,412 | $576K |
| Meitav Investment House Ltd. | 0.01% | Reduce -38.8% | 6,386 | $572K |
| Landaas & Co. /Wi | 0.19% | Reduce -9.2% | 6,350 | $571K |
| TD Private Client Wealth LLC | 0.02% | Add +36.1% | 6,303 | $567K |
| Peninsula Wealth, LLC | 0.11% | Add +7.8% | 6,291 | $566K |
| Beck Capital Management, LLC | 0.16% | Reduce -2.0% | 6,139 | $552K |
| HRT Financial LP | 0.00% | New | 6,097 | $548K |
| First Horizon Advisors, Inc. | 0.02% | Add +15.2% | 6,078 | $546K |
| Southland Equity Partners LLC | 0.15% | No change | 5,951 | $535K |
| Moors & Cabot, Inc. | 0.03% | Reduce -9.9% | 5,912 | $531K |
| Intrua Financial, LLC | 0.08% | Add +0.4% | 5,737 | $516K |
| Vision Capital Management, Inc. | 0.08% | No change | 5,629 | $506K |
| Keystone Financial Group | 0.07% | New | 5,540 | $498K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 5,400 | $485K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +48.0% | 5,350 | $481K |
| Lanark Financial, Inc. | 0.04% | No change | 5,335 | $479K |
| New Insight Wealth Advisors | 0.30% | No change | 5,290 | $476K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.2% | 5,211 | $468K |
| Brighton Jones LLC | 0.02% | Reduce -5.2% | 5,208 | $468K |
| Western Pacific Wealth Management, LP | 0.34% | Reduce -38.1% | 5,151 | $463K |
| Asset Dedication, LLC | 0.03% | No change | 5,156 | $463K |
| QSV Equity Investors LLC | 0.44% | No change | 5,103 | $459K |
| Perennial Investment Advisors, LLC | 0.07% | Add +9.6% | 5,072 | $456K |
| Ciovacco Capital Management LLC | 0.30% | Reduce -7.1% | 4,960 | $446K |
| Bank of Montreal | 0.00% | Reduce -8.6% | 4,922 | $440K |
| Spire Wealth Management | 0.01% | Add +2.8% | 4,850 | $436K |
| CFO4Life Group, LLC | 0.08% | Add +90.2% | 4,847 | $436K |
| Swmg, LLC | 0.20% | Reduce -3.3% | 4,842 | $435K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -64.3% | 4,833 | $434K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +71.3% | 4,813 | $433K |
| Welch & Forbes LLC | 0.01% | No change | 4,781 | $430K |
| AE Wealth Management LLC | 0.00% | Reduce -96.4% | 4,760 | $428K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,748 | $427K |
| Wolff Financial Management LLC | 0.12% | Reduce -4.4% | 4,713 | $424K |
| Sageworth Trust Co of South Dakota | 0.65% | No change | 4,679 | $421K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.8% | 4,616 | $415K |
| Ameritas Advisory Services, LLC | 0.02% | New | 4,681 | $409K |
| Clarity Capital Partners LLC | 0.27% | Reduce -66.5% | 4,511 | $406K |
| Stiles Financial Services Inc | 0.16% | No change | 4,494 | $404K |
| Old Second National Bank of Aurora | 0.10% | No change | 4,457 | $401K |
| Epic Trust Investment Advisors, LLC | 0.49% | Add +1.0% | 4,452 | $400K |
| Family Capital Management, Inc. | 0.28% | No change | 4,451 | $400K |
| Dash Acquisitions Inc. | 0.13% | New | 4,717 | $397K |
| Kovack Advisors, Inc. | 0.05% | Add +35.8% | 4,228 | $380K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +9.3% | 4,150 | $373K |
| Blossom Wealth Management | 0.90% | Add +6.8% | 4,139 | $372K |
| Commonwealth Financial Services, LLC | 0.09% | No change | 4,384 | $372K |
| Piedmont Capital Management, LLC | 0.25% | Reduce -16.2% | 4,218 | $372K |
| Cibc World Market Inc. | 0.00% | No change | 4,040 | $363K |
| 1620 Investment Advisors, Inc. | 0.36% | New | 4,025 | $362K |
| Weaver Consulting Group | 0.13% | No change | 4,023 | $362K |
| Advisors Capital Management, LLC | 0.01% | Add +51.7% | 3,982 | $358K |
| Atlas Brown,Inc. | 0.13% | Add +60.5% | 3,963 | $356K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +47.3% | 3,884 | $349K |
| Valmark Advisers, Inc. | 0.01% | Add +33.2% | 3,865 | $347K |
| Redwood Financial Network Corp | 0.30% | Reduce -5.5% | 3,815 | $343K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.1% | 3,780 | $340K |
| AQR Capital Management | 0.00% | Add +23.0% | 3,741 | $336K |
| Bank of Hawaii | 0.02% | New | 3,634 | $327K |
| HUB Investment Partners, LLC | 0.02% | Add +5.8% | 3,630 | $326K |
| Colonial River Investments, LLC | 0.18% | New | 3,608 | $324K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -2.9% | 3,586 | $322K |
| Lake Street Advisors Group, LLC | 0.01% | New | 3,541 | $318K |
| Regal Investment Advisors LLC | 0.02% | New | 3,487 | $313K |
| Cedrus LLC | 0.17% | Add +3.7% | 3,483 | $313K |
| Townsquare Capital LLC | 0.00% | Add +22.2% | 3,483 | $313K |
| TD Capital Management LLC | 0.03% | No change | 3,463 | $311K |
| FAS Wealth Partners, Inc. | 0.03% | Add +11.1% | 3,443 | $310K |
| Westend Capital Management, LLC | 0.12% | — | 3,438 | $309K |
| Waverly Advisors, LLC | 0.01% | New | 3,437 | $309K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.14% | No change | 3,553 | $309K |
| Debussy Capital Management LP | 0.09% | Reduce -6.7% | 3,324 | $293K |
| Ameliora Wealth Management Ltd. | 0.13% | New | 3,250 | $292K |
| Barnett & Company, Inc. | 0.20% | Reduce -2.8% | 3,232 | $291K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,206 | $288K |
| Tritonpoint Wealth, LLC | 0.03% | Add +36.1% | 4,598 | $287K |
| Fairhaven Wealth Management, LLC | 0.10% | Add +2.8% | 3,153 | $283K |
| Mirador Capital Partners LP | 0.05% | New | 3,138 | $282K |
| Gateway Wealth Partners, LLC | 0.10% | New | 3,094 | $278K |
| Hancock Whitney Corp. | 0.01% | No change | 3,094 | $278K |
| Essex Bank | 0.08% | No change | 3,268 | $277K |
| One Capital Management, LLC | 0.01% | Reduce -7.0% | 3,058 | $275K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 2,946 | $265K |
| Savant Capital, LLC | 0.00% | Reduce -34.8% | 2,944 | $265K |
| PFG Advisors | 0.02% | No change | 2,905 | $261K |
| Clare Market Investments LLC | 0.08% | No change | 2,902 | $261K |
| Seaview Investment Managers LLC | 0.08% | Reduce -2.0% | 2,835 | $255K |
| Miller Investment Management, LP | 0.03% | No change | 2,805 | $252K |
| Crewe Advisors LLC | 0.03% | Reduce -2.7% | 2,778 | $250K |
| Burt Wealth Advisors | 0.06% | No change | 2,765 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 2,748 | $247K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.3% | 2,717 | $244K |
| Private Client Services, LLC | 0.16% | New | 2,709 | $244K |
| Tealwood Asset Management Inc. | 0.11% | No change | 2,687 | $242K |
| Capital Analysts, LLC | 0.01% | Add +29.4% | 2,691 | $242K |
| Mendel Money Management | 0.11% | New | 2,685 | $241K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 2,670 | $240K |
| Moneco Advisors, LLC | 0.04% | Reduce -24.2% | 2,655 | $239K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,600 | $234K |
| Sensible Money, LLC | 0.13% | No change | 2,589 | $233K |
| Traction Financial Partners, LLC | 0.18% | Reduce -37.3% | 2,599 | $229K |
| LPF Advisors LLC | 0.23% | No change | 2,530 | $227K |
| SP Asset Management LLC | 0.02% | No change | 2,525 | $227K |
| First American Trust, FSB | 0.02% | New | 2,522 | $227K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,471 | $222K |
| Avaii Wealth Management, LLC | 0.13% | No change | 2,459 | $221K |
| Glassy Mountain Advisors, Inc. | 0.08% | Add +1.9% | 2,454 | $221K |
| GeoWealth Management, LLC | 0.01% | Reduce -98.8% | 2,422 | $218K |
| Waddell & Associates, LLC | 0.03% | Reduce -35.0% | 2,410 | $217K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,394 | $215K |
| Portside Wealth Group, LLC | 0.04% | Reduce -14.5% | 2,363 | $212K |
| Willner & Heller, LLC | 0.21% | New | 2,363 | $212K |
| Regions Financial Corp. | 0.00% | New | 2,349 | $211K |
| Signaturefd, LLC | 0.00% | Add +292.0% | 2,305 | $207K |
| Mosaic Financial Group, LLC | 0.16% | — | 2,283 | $205K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,275 | $205K |
| Calton & Associates, Inc. | 0.10% | New | 2,274 | $204K |
| Clarity Asset Management, Inc. | 0.14% | Reduce -5.3% | 2,269 | $204K |
| Advisory Services Network, LLC | 0.00% | Reduce -12.2% | 2,269 | $204K |
| Texas Yale Capital Corp. | 0.01% | New | 2,250 | $202K |
| Key Financial Inc | 0.05% | No change | 2,242 | $202K |
| Thomasville National Bank | 0.02% | New | 2,234 | $201K |
| Glass Jacobson Investment Advisors llc | 0.08% | New | 2,229 | $200K |
| Pathway Financial Advisers, LLC | 0.07% | Reduce -5.8% | 2,115 | $190K |
| Rothschild Investment LLC | 0.01% | No change | 2,094 | $188K |
| Lowe Wealth Advisors, LLC | 0.09% | Add +15.5% | 2,090 | $188K |
| Family Asset Management, LLC | 0.11% | Reduce -7.5% | 2,000 | $180K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.2% | 1,943 | $175K |
| Private Capital Management LLC | 0.04% | New | 1,811 | $163K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,574 | $142K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,500 | $135K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,389 | $125K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,337 | $120K |
| Retirement Group, LLC | 0.04% | Add +5.7% | 1,299 | $117K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -23.0% | 1,273 | $114K |
| Pittenger & Anderson Inc. | 0.00% | New | 1,200 | $108K |
| NorthRock Partners, LLC | 0.00% | No change | 1,170 | $105K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,085 | $98K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +196.4% | 1,082 | $97K |
| First PREMIER Bank | 0.03% | Add +33.1% | 1,065 | $96K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -7.6% | 1,063 | $96K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $81K |
| Financial Freedom, LLC | 0.05% | No change | 889 | $80K |
| EPG Wealth Management LLC | 0.02% | No change | 845 | $76K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $75K |
| Founders Financial Alliance, LLC | 0.02% | New | 832 | $75K |
| Scarborough Advisors, LLC | 0.03% | Add +39.0% | 802 | $72K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 856 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.5% | 767 | $68K |
| SYM FINANCIAL Corp | 0.01% | No change | 700 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 672 | $60K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $59K |
| Glassman Wealth Services | 0.01% | No change | 634 | $57K |
| Centerpoint Advisors, LLC | 0.02% | New | 616 | $55K |
| Barclays PLC | 0.00% | No change | 606 | $54K |
| Sage Mountain Advisors LLC | 0.01% | New | 559 | $50K |
| Van Eck Associates Corp. | 0.00% | Add +374.1% | 531 | $48K |
| Continuum Advisory, LLC | 0.01% | Reduce -89.6% | 538 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | Add +11.1% | 521 | $47K |
| Clearstead Trust, LLC | 0.01% | New | 501 | $45K |
| Fifth Third Bancorp | 0.00% | Reduce -54.5% | 500 | $45K |
| Sound Income Strategies, LLC | 0.00% | Reduce -42.2% | 464 | $42K |
| Global Trust Asset Management, LLC | 0.02% | Add +80.0% | 450 | $40K |
| Y.D. More Investments Ltd | 0.01% | No change | 450 | $40K |
| Addison Advisors LLC | 0.01% | No change | 405 | $36K |
| Salomon & Ludwin, LLC | 0.00% | New | 400 | $36K |
| Natixis | 0.00% | No change | 383 | $34K |
| Pineridge Advisors LLC | 0.01% | Reduce -49.1% | 361 | $32K |
| Sandy Spring Bank | 0.00% | No change | 360 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -76.8% | 329 | $30K |
| Tucker Asset Management LLC | 0.01% | No change | 309 | $28K |
| Pflug Koory, LLC | 0.00% | No change | 309 | $28K |
| Assetmark, Inc. | 0.00% | Reduce -91.2% | 292 | $26K |
| Simplex Trading, LLC | 0.00% | Add +686.5% | 291 | $26K |
| Providence Capital Advisors, LLC | 0.01% | No change | 276 | $25K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.5% | 259 | $23K |
| Balefire, LLC | 0.01% | Add +39.7% | 257 | $23K |
| Hartford Financial Management Inc. | 0.00% | Add +33.3% | 236 | $21K |
| Tsfg, LLC | 0.01% | No change | 221 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $19K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 206 | $19K |
| Creekmur Asset Management LLC | 0.01% | Add +171.1% | 206 | $18K |
| Bokf, NA | 0.00% | No change | 204 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $18K |
| Arax Advisory Partners | 0.00% | No change | 200 | $18K |
| Avior Wealth Management, LLC | 0.00% | New | 133 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 113 | $10K |
| Clear Point Advisors Inc. | 0.01% | No change | 103 | $9K |
| Kessler Investment Group, LLC | 0.01% | New | 100 | $9K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $9K |
| Venturi Wealth Management, LLC | 0.00% | Add +11.8% | 95 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -77.6% | 93 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $7K |
| Woodmont Investment Counsel LLC | 0.00% | New | 81 | $7K |
| Headlands Technologies LLC | 0.00% | New | 77 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 54 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 43 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 42 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 22 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -44.4% | 20 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 15 | $1K |
| MCF Advisors LLC | 0.00% | Reduce -96.5% | 4 | $360 |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.