Vaneck Morningstar Wide MoatMOATETF
13F holders, Q2 2024 (June 30)659holders +27
61new positions
41sold out
5famous investors
$86.70avg. 13F price*
At the end of Q2 2024, 659 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 27 from Q1 2024. 61 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($740.0M), Morgan Stanley ($737.9M) and LPL Financial LLC ($629.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $101.5M |
| Exits | 41 | $87.2M |
All 13F filers, Q1 2024 → Q2 2024: 4,852,798 shares bought and 6,656,002 shares sold, net −1,803,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Bank of America Corp. | 0.07% | Reduce -3.3% | 8,544,301 | $740.0M |
| Morgan Stanley | 0.06% | Reduce -2.0% | 8,520,343 | $737.9M |
| LPL Financial LLC | 0.31% | Reduce -0.5% | 7,264,040 | $629.1M |
| Raymond James Financial Services Advisors, Inc. | 0.39% | Reduce -2.1% | 3,178,922 | $275.3M |
| Wells Fargo & Company | 0.06% | Add +1.7% | 2,702,748 | $234.1M |
| Mesirow Financial Investment Management, Inc. | 4.97% | Add +1.7% | 2,550,227 | $220.9M |
| Commonwealth Equity Services, LLC | 0.34% | Add +1.2% | 2,489,450 | $215.6M |
| Raymond James & Associates | 0.14% | Add +0.4% | 2,378,268 | $206.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.2% | 2,223,069 | $193.0M |
| UBS Group AG | 0.06% | Reduce -4.2% | 2,108,636 | $182.6M |
| Provenance Wealth Advisors, LLC | 14.19% | Reduce -1.1% | 1,171,778 | $101.5M |
| First Foundation Advisors | 3.56% | Add +5.4% | 1,074,614 | $93.1M |
| Cwm, LLC | 0.43% | Add +3.5% | 1,043,406 | $90.4M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -32.2% | 1,037,654 | $89.9M |
| Brookstone Capital Management | 1.47% | Add +40.8% | 987,292 | $88.5M |
| Royal Bank of Canada | 0.02% | Add +46.8% | 946,265 | $82.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.4% | 938,143 | $81.3M |
| Southern Farm Bureau Life Insurance | 12.03% | No change | 845,027 | $73.2M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -10.1% | 829,953 | $71.9M |
| JNBA Financial Advisors | 7.44% | Add +2.9% | 814,007 | $70.5M |
| Obermeyer Wealth Partners | 3.97% | Add +4.1% | 800,520 | $69.3M |
| OneDigital Investment Advisors LLC | 0.83% | Reduce -3.9% | 763,577 | $66.1M |
| Private Advisor Group, LLC | 0.44% | Add +6.4% | 760,080 | $65.8M |
| Osaic Holdings, Inc. | 0.15% | Reduce -56.7% | 753,435 | $65.3M |
| HighTower Advisors, LLC | 0.10% | Add +5.3% | 718,123 | $62.2M |
| Cetera Investment Advisers | 0.14% | Add +8.8% | 713,441 | $61.8M |
| Morningstar Investment Services LLC | 0.67% | Reduce -2.4% | 706,356 | $61.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.5% | 705,796 | $61.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -0.3% | 697,173 | $60.4M |
| Employees' Retirement Fund of the City of Fort Worth | 24.88% | Reduce -11.6% | 661,874 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 594,522 | $51.5M |
| Verde Capital Management | 16.23% | Add +3.8% | 590,344 | $51.1M |
| Sfmg, LLC | 4.35% | Reduce -0.1% | 578,027 | $50.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.49% | Reduce -4.1% | 570,875 | $49.4M |
| Kelman-Lazarov, Inc. | 8.74% | Reduce -0.7% | 541,411 | $46.9M |
| Apexium Financial, LP | 3.20% | Add +2.6% | 517,465 | $44.8M |
| Whitaker-Myers Wealth Managers, LTD. | 16.37% | Add +5.0% | 511,853 | $44.3M |
| Cahill Financial Advisors Inc. | 5.87% | Reduce -8.7% | 495,216 | $42.9M |
| TTP Investments, Inc. | 15.36% | Add +15.9% | 472,034 | $40.9M |
| Financial Management Network Inc. | 9.81% | Add +4.4% | 472,494 | $40.9M |
| First International Bank & Trust | 13.89% | Add +0.7% | 466,038 | $40.4M |
| Regatta Capital Group, LLC | 8.55% | Add +3.0% | 458,451 | $39.7M |
| Ceera Investments, LLC | 16.62% | Add +11.4% | 453,767 | $39.3M |
| Tanager Wealth Management LLP | 5.71% | Add +5.4% | 443,101 | $38.4M |
| Leelyn Smith, LLC | 7.37% | Reduce -0.1% | 440,043 | $38.1M |
| Stifel Financial Corp. | 0.04% | Reduce -2.8% | 437,120 | $37.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | No change | 426,000 | $37.0M |
| Stephens Inc. | 0.53% | Add +7.4% | 398,825 | $34.5M |
| Sequoia Financial Advisors, LLC | 0.41% | Add +3.1% | 392,000 | $34.0M |
| Harbor Group, Inc. | 8.01% | Add +2.2% | 361,079 | $31.3M |
| Cerity Partners LLC | 0.08% | Add +2.8% | 357,906 | $31.0M |
| G2 Capital Management, LLC / Oh | 9.34% | Add +4.0% | 346,266 | $30.0M |
| Smart Money Group LLC | 10.68% | Reduce -0.9% | 327,277 | $29.9M |
| Tompkins Financial Corp. | 3.12% | Add +3.0% | 344,160 | $29.8M |
| Avantax Advisory Services, Inc. | 0.21% | Add +219.5% | 340,988 | $29.5M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -1.1% | 339,193 | $29.4M |
| Summit Asset Management, LLC | 3.42% | Add +6.5% | 334,085 | $28.9M |
| Palo Alto Wealth Advisors, LLC | 19.02% | Reduce -1.2% | 317,771 | $27.5M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +1.2% | 310,608 | $26.9M |
| Geneos Wealth Management Inc. | 1.18% | Reduce -8.3% | 307,477 | $26.6M |
| Beaumont Financial Advisors, LLC | 2.10% | Reduce -1.3% | 303,749 | $26.3M |
| Planned Solutions, Inc. | 12.54% | Reduce -0.5% | 294,759 | $25.5M |
| Level Four Advisory Services, LLC | 1.13% | Reduce -20.6% | 288,750 | $25.0M |
| Visionary Wealth Advisors | 1.60% | Reduce -2.3% | 282,184 | $24.4M |
| Beaumont Asset Management, L.L.C. | 15.51% | Add +1.6% | 278,783 | $24.1M |
| MinichMacGregor Wealth Management, LLC | 5.80% | Add +12.5% | 274,335 | $23.8M |
| MML Investors Services, LLC | 0.09% | Reduce -21.3% | 250,937 | $21.7M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +4.4% | 249,110 | $21.6M |
| New England Private Wealth Advisors LLC | 3.71% | Reduce -0.4% | 245,227 | $21.2M |
| Berkshire Money Management, Inc. | 2.48% | Add +3.9% | 236,087 | $20.4M |
| Activest Wealth Management | 6.64% | Reduce -7.4% | 233,099 | $20.2M |
| DAVENPORT & Co LLC | 0.13% | Add +0.2% | 232,805 | $20.2M |
| Davidson Capital Management Inc. | 6.21% | Reduce -66.2% | 232,741 | $20.2M |
| Drake & Associates, LLC | 7.21% | Add +2.1% | 232,592 | $20.1M |
| Brass Tax Wealth Management, Inc. | 3.94% | New | 232,592 | $20.1M |
| Atria Investments, Inc | 0.26% | Add +243.9% | 231,236 | $20.0M |
| Prospera Financial Services Inc | 0.55% | Add +0.9% | 229,404 | $19.9M |
| Harbour Trust & Investment Management Co | 2.35% | Add +5.4% | 227,738 | $19.7M |
| Two Sigma Advisers, LP | 0.04% | New | 226,100 | $19.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -8.8% | 224,867 | $19.5M |
| Aspen Wealth Strategies, LLC | 13.39% | Add +1.0% | 214,969 | $19.3M |
| TAP Consulting, LLC | 4.03% | Add +4.5% | 220,417 | $19.1M |
| Buttonwood Financial Advisors Inc. | 8.87% | Add +11.4% | 217,095 | $18.8M |
| MAI Capital Management | 0.18% | Reduce -11.2% | 213,528 | $18.5M |
| Sigma Planning Corp | 0.58% | Reduce -13.3% | 210,393 | $18.2M |
| Ancora Advisors LLC | 0.44% | Add +18.6% | 205,486 | $17.8M |
| Two Sigma Investments, LP | 0.04% | New | 203,000 | $17.6M |
| D. E. Shaw & Co. | 0.03% | Add +1358.2% | 201,694 | $17.5M |
| Patton Albertson Miller Group, LLC | 2.47% | Add +6.7% | 200,647 | $17.4M |
| Citigroup Inc. | 0.02% | Reduce -20.8% | 200,619 | $17.4M |
| Fiduciary Financial Group, LLC | 4.18% | — | 193,444 | $17.3M |
| Ethos Financial Group, LLC | 3.05% | Add +4.7% | 198,511 | $17.2M |
| Dynamic Advisor Solutions LLC | 0.53% | Add +2.8% | 194,846 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.4% | 191,936 | $16.6M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +1.9% | 186,113 | $16.1M |
| Allworth Financial LP | 0.10% | Reduce -16.9% | 181,838 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.32% | Reduce -12.1% | 183,752 | $15.9M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +3.4% | 183,329 | $15.9M |
| Eagle Strategies LLC | 3.02% | Add +652.6% | 182,448 | $15.8M |
| Apriem Advisors | 1.85% | Add +10.7% | 174,455 | $15.1M |
| NewEdge Advisors, LLC | 0.11% | Add +1.7% | 174,037 | $15.1M |
| Centaurus Financial, Inc. | 0.99% | Add +11.0% | 171,540 | $14.9M |
| Darrow Company, Inc. | 9.67% | Reduce -0.3% | 171,536 | $14.9M |
| WealthPLAN Partners, LLC | 1.59% | Reduce -0.9% | 171,500 | $14.9M |
| Alpha Omega Group, Inc. | 18.62% | Add +31.7% | 170,114 | $14.7M |
| Jones Financial Companies LLLP | 0.02% | Add +642.6% | 166,955 | $14.5M |
| Mariner, LLC | 0.03% | Add +30.2% | 163,690 | $14.2M |
| Philip James Wealth Mangement, LLC | 9.28% | Add +15.9% | 160,982 | $13.9M |
| Valley Wealth Managers, Inc. | 1.11% | Reduce -28.4% | 160,836 | $13.9M |
| IFP Advisors, Inc | 0.55% | Add +3.7% | 159,354 | $13.8M |
| Sanctuary Advisors, LLC | 0.10% | — | 157,825 | $13.6M |
| Creative Planning | 0.01% | Reduce -0.1% | 151,454 | $13.1M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -27.0% | 149,356 | $12.9M |
| Roundview Capital LLC | 1.00% | Reduce -36.9% | 146,912 | $12.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +12.9% | 145,715 | $12.6M |
| Kathleen S. Wright Associates Inc. | 5.65% | Add +6.8% | 142,035 | $12.3M |
| Smith Anglin Financial, LLC | 1.22% | Reduce -26.3% | 139,542 | $12.1M |
| Onyx Bridge Wealth Group LLC | 1.95% | Add +0.9% | 137,031 | $11.9M |
| Flagstar Securities, Inc. | 3.15% | Add +6.6% | 132,672 | $11.5M |
| Ruggaard & Associates LLC | 5.24% | Add +2.3% | 130,919 | $11.3M |
| Boyce & Associates Wealth Consulting, Inc. | 13.32% | Reduce -1.3% | 130,898 | $11.3M |
| Ogorek Anthony Joseph /NY/ | 3.90% | Reduce -1.1% | 129,762 | $11.2M |
| Archford Capital Strategies, LLC | 1.82% | Add +4.8% | 129,691 | $11.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.6% | 128,707 | $11.1M |
| Thoroughbred Financial Services, LLC | 0.74% | Add +13.7% | 127,632 | $11.1M |
| Altus Wealth Group LLC | 5.53% | Add +77.3% | 127,497 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 126,345 | $10.9M |
| Independent Financial Group, LLC | 0.43% | Add +5.0% | 124,057 | $10.7M |
| Corient Private Wealth LP | 0.02% | Reduce -1.0% | 123,510 | $10.7M |
| Journey Strategic Wealth LLC | 0.45% | Add +16.8% | 121,264 | $10.5M |
| Oppenheimer & Co. Inc. | 0.16% | Reduce -0.7% | 117,507 | $10.2M |
| Equitable Holdings, Inc. | 0.11% | Reduce -4.8% | 117,064 | $10.1M |
| Objectivity Squared, LLC | 7.73% | Add +6.6% | 113,011 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -16.3% | 115,874 | $10.0M |
| Plotkin Financial Advisors, LLC | 6.20% | Add +0.8% | 111,324 | $9.6M |
| Cornerstone Advisory, LLC | 1.35% | Reduce -5.4% | 110,967 | $9.6M |
| US Financial Advisors, LLC | 3.17% | Reduce -24.5% | 109,157 | $9.5M |
| Farrow Financial, Inc. | 6.25% | Add +3.1% | 105,881 | $9.2M |
| Foguth Wealth Management, LLC. | 3.95% | Add +86.5% | 103,455 | $9.0M |
| EnRich Financial Partners LLC | 3.28% | Reduce -0.7% | 103,417 | $9.0M |
| S.E.E.D. Planning Group LLC | 3.23% | Add +5.8% | 102,447 | $8.9M |
| Aspire Wealth Management Corp | 5.01% | Reduce -1.5% | 101,024 | $8.7M |
| Allen Capital Group, LLC | 1.22% | Add +1.0% | 100,190 | $8.7M |
| Flynn Zito Capital Management, LLC | 4.42% | Add +28.8% | 99,835 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +0.8% | 99,216 | $8.6M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +0.8% | 99,216 | $8.6M |
| James J. Burns & Company, LLC | 1.66% | Add +80.5% | 97,723 | $8.5M |
| Laurel Wealth Planning LLC | 5.81% | Add +1.0% | 96,348 | $8.3M |
| Fermata Advisors, LLC | 1.91% | Add +8.9% | 96,191 | $8.3M |
| Goldstone Financial Group, LLC | 1.64% | Add +3.7% | 94,508 | $8.2M |
| Pursue Wealth Partners LLC | 4.36% | Add +4.9% | 92,362 | $8.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 90,643 | $7.9M |
| Unique Wealth Strategies, LLC | 3.56% | No change | 84,601 | $7.6M |
| TPG Advisors LLC | 6.45% | — | 87,429 | $7.6M |
| Trademark Financial Management, LLC | 6.11% | Reduce -7.6% | 86,572 | $7.5M |
| Acorn Wealth Advisors, LLC | 3.70% | Add +18.9% | 86,466 | $7.5M |
| &partners | 0.33% | Add +48.8% | 86,399 | $7.5M |
| Boomfish Wealth Group, LLC | 4.75% | Add +6.7% | 84,906 | $7.4M |
| Aberdeen Group plc | 0.01% | Add +2.0% | 84,801 | $7.3M |
| Essex Financial Services, Inc. | 0.55% | Add +54.9% | 82,367 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +5.9% | 82,293 | $7.1M |
| YHB Investment Advisors, Inc. | 0.61% | Reduce -17.9% | 81,845 | $7.1M |
| FWG Holdings, LLC | 3.54% | Reduce -9.7% | 79,606 | $7.1M |
| GTS Securities LLC | 0.15% | Add +232.0% | 81,452 | $7.1M |
| Lionsbridge Wealth Management LLC | 5.48% | Reduce -0.3% | 79,012 | $6.8M |
| Financial Advocates Investment Management | 0.42% | Add +1.0% | 78,706 | $6.8M |
| Novare Capital Management LLC | 0.61% | Add +3.2% | 78,251 | $6.8M |
| Etesian Wealth Advisors, Inc. | 3.69% | Add +17.4% | 75,791 | $6.6M |
| Fifth Third Securities, Inc. | 0.60% | Add +2.3% | 75,324 | $6.5M |
| Howard Financial Services, LTD. | 1.05% | Add +88.7% | 73,680 | $6.4M |
| Eubel Brady & Suttman Asset Management Inc. | 1.01% | Reduce -0.3% | 72,700 | $6.3M |
| Wimmer Associates 1, LLC | 3.20% | Add +7.2% | 72,081 | $6.2M |
| Argent Trust Co | 0.27% | Reduce -1.2% | 71,989 | $6.2M |
| Sterling Investment Advisors, Ltd. | 1.68% | Add +4.7% | 71,925 | $6.2M |
| Morningstar Investment Management LLC | 0.65% | New | 71,730 | $6.2M |
| HBW Advisory Services LLC | 1.02% | Add +6.0% | 70,889 | $6.1M |
| NorthCrest Asset Manangement, LLC | 0.20% | Add +0.3% | 70,293 | $6.1M |
| Avalon Capital Management | 1.92% | Reduce -31.4% | 69,812 | $6.0M |
| Rooted Wealth Advisors, Inc. | 2.66% | Add +10.3% | 68,083 | $6.0M |
| Comerica Bank | 0.02% | Add +32.9% | 68,289 | $5.9M |
| Provident Wealth Management, LLC | 2.14% | Reduce -62.2% | 67,403 | $5.8M |
| Snider Financial Group | 2.24% | Add +1.1% | 66,944 | $5.8M |
| Tacita Capital Inc | 4.06% | Add +85.4% | 66,387 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +19.4% | 65,754 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.6% | 64,143 | $5.6M |
| Goodman Advisory Group, LLC | 1.64% | Reduce -2.7% | 63,465 | $5.5M |
| Heck Capital Advisors, LLC | 0.68% | Reduce -13.6% | 62,900 | $5.4M |
| Perigon Wealth Management, LLC | 0.16% | Add +6.1% | 62,271 | $5.4M |
| Financial Partners Group, Inc | 0.85% | Reduce -7.2% | 62,260 | $5.4M |
| Lido Advisors, LLC | 0.04% | Add +3.9% | 61,453 | $5.3M |
| Ferguson Shapiro LLC | 2.09% | Reduce -7.0% | 61,360 | $5.3M |
| Elevated Capital Advisors, LLC | 1.48% | Add +0.9% | 60,728 | $5.3M |
| DHK Financial Advisors, Inc. | 3.64% | Reduce -28.7% | 60,200 | $5.2M |
| RDA Financial Network | 1.67% | Add +9.5% | 58,945 | $5.1M |
| Cornerstone Wealth Group, LLC | 0.45% | Add +7.1% | 58,882 | $5.1M |
| Tranquility Partners, LLC | 1.94% | Reduce -0.1% | 58,365 | $5.1M |
| Global Retirement Partners, LLC | 0.15% | Add +11.5% | 56,804 | $4.9M |
| IHT Wealth Management, LLC | 0.18% | Add +1.1% | 56,561 | $4.9M |
| Sentinel Pension Advisors, LLC | 1.01% | Add +2.6% | 56,110 | $4.9M |
| Betterment LLC | 0.01% | Add +477.1% | 55,211 | $4.8M |
| Midwest Financial Group LLC | 3.02% | Add +34.5% | 54,863 | $4.8M |
| Cary Street Partners Investment Advisory LLC | 0.19% | Reduce -21.1% | 54,824 | $4.7M |
| USAdvisors Wealth Management, LLC | 1.65% | Reduce -3.1% | 54,167 | $4.7M |
| GPS Wealth Strategies Group, LLC | 0.70% | Add +71.1% | 53,459 | $4.6M |
| WealthPlan Investment Management, LLC | 0.70% | Reduce -2.6% | 53,283 | $4.6M |
| Mengis Capital Management, Inc. | 0.94% | Reduce -0.0% | 53,264 | $4.6M |
| Integrated Advisors Network LLC | 0.24% | Reduce -0.5% | 53,186 | $4.6M |
| McCarthy & Cox | 1.75% | Add +1.5% | 52,576 | $4.6M |
| Jane Street Group, LLC | 0.00% | New | 52,260 | $4.5M |
| Western Wealth Management, LLC | 0.33% | Reduce -43.3% | 52,016 | $4.5M |
| Ayalon Insurance Comp Ltd. | 1.48% | Add +0.9% | 52,014 | $4.5M |
| AdvisorNet Financial, Inc | 0.41% | Add +21.0% | 51,893 | $4.5M |
| Focus Partners Wealth | 0.02% | New | 51,599 | $4.5M |
| Goepper Burkhardt LLC | 2.00% | Add +8.3% | 50,887 | $4.4M |
| Santori & Peters, Inc. | 1.88% | Reduce -0.8% | 50,733 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +5.6% | 48,002 | $4.4M |
| Farrell Financial LLC | 3.37% | Add +10.1% | 49,917 | $4.3M |
| IAM Advisory, LLC | 1.14% | Add +2.2% | 48,482 | $4.2M |
| Private Portfolio Partners LLC | 3.41% | Add +1.6% | 48,307 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.1% | 48,241 | $4.2M |
| StoneX Group Inc. | 0.33% | Add +13.9% | 47,408 | $4.1M |
| Rehmann Capital Advisory Group | 0.29% | Add +0.1% | 47,252 | $4.1M |
| Sugar Maple Asset Management, LLC | 3.92% | Reduce -22.4% | 46,803 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.21% | Add +8.1% | 46,015 | $4.0M |
| Peak Financial Advisors LLC | 2.28% | Reduce -16.1% | 45,855 | $4.0M |
| Providence First Trust Co | 1.79% | No change | 45,845 | $4.0M |
| Fortune Financial Advisors, LLC | 2.42% | Add +1.0% | 45,698 | $4.0M |
| NorthCoast Asset Management LLC | 0.03% | No change | 44,234 | $3.8M |
| IRON Financial LLC | 2.12% | Reduce -0.5% | 43,687 | $3.8M |
| Advisor Resource Council | 4.94% | Reduce -1.2% | 43,372 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +163.4% | 42,476 | $3.7M |
| Anson Capital, Inc. | 3.63% | Reduce -1.3% | 42,474 | $3.7M |
| Raymond James Trust N.A. | 0.09% | Add +0.0% | 42,243 | $3.7M |
| Schorn Wealth LLC | 1.30% | Reduce -62.0% | 42,035 | $3.6M |
| Westshore Wealth, LLC | 1.51% | Reduce -11.4% | 41,767 | $3.6M |
| Destiny Wealth Partners, LLC | 0.65% | Add +4.4% | 41,502 | $3.6M |
| VitalStone Financial, LLC | 2.59% | Reduce -3.3% | 41,328 | $3.6M |
| PCG Wealth Advisors, LLC | 1.55% | Reduce -40.4% | 41,219 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -86.5% | 41,193 | $3.6M |
| Blair William & Co. | 0.01% | Add +2.2% | 41,047 | $3.6M |
| HRT Financial LP | 0.02% | Add +569.3% | 40,805 | $3.5M |
| Future Financial Wealth Managment LLC | 3.10% | Reduce -5.7% | 40,772 | $3.5M |
| Smith, Moore & Co. | 0.36% | Add +22.8% | 40,746 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.36% | Reduce -12.5% | 40,713 | $3.5M |
| Harbour Investments, Inc. | 0.12% | Add +0.5% | 40,250 | $3.5M |
| Boston Family Office LLC | 0.25% | Add +1.1% | 40,049 | $3.5M |
| Trajan Wealth LLC | 0.22% | Reduce -0.1% | 39,449 | $3.4M |
| Kraft, Davis & Associates, LLC | 1.03% | Reduce -16.7% | 37,727 | $3.4M |
| Roberts Glore & Co. Inc. | 1.02% | Add +0.8% | 39,016 | $3.4M |
| Cascade Financial Partners, LLC | 0.44% | No change | 38,325 | $3.3M |
| PSI Advisors, LLC | 1.00% | Add +222.7% | 36,483 | $3.2M |
| Chris Bulman Inc | 2.16% | — | 36,456 | $3.2M |
| Collaborative Wealth Managment Inc. | 1.54% | Add +4.7% | 36,325 | $3.1M |
| Burns Matteson Capital Management, LLC | 1.95% | Add +52.7% | 35,882 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.44% | Add +111.8% | 35,673 | $3.1M |
| Cookson Peirce & Co. Inc. | 0.15% | Reduce -8.9% | 35,443 | $3.1M |
| Rollins Financial Advisors, LLC | 0.53% | Reduce -24.4% | 35,333 | $3.1M |
| Silver Oak Securities, Incorporated | 0.46% | Reduce -38.7% | 35,067 | $3.0M |
| SFG Wealth Management, LLC. | 1.70% | Add +0.4% | 34,432 | $3.0M |
| Paragon Advisors, LLC | 1.08% | Add +17.1% | 34,141 | $3.0M |
| Flow Traders U.S. LLC | 0.14% | Add +52.8% | 32,314 | $2.8M |
| Lunt Capital Management, Inc. | 1.38% | Add +52.9% | 32,296 | $2.8M |
| Advisor OS, LLC | 0.31% | Add +52.4% | 32,285 | $2.8M |
| Sunpointe, LLC | 1.81% | Add +7.5% | 32,086 | $2.8M |
| EWG Elevate Inc. | 1.01% | Add +8.7% | 31,966 | $2.8M |
| Financial Partners Group, LLC | 1.07% | Add +5.5% | 31,783 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +64.1% | 30,766 | $2.7M |
| Compound Planning, Inc. | 0.20% | Add +25.6% | 30,696 | $2.7M |
| White Knight Strategic Wealth Advisors, LLC | 2.63% | Reduce -1.9% | 30,472 | $2.6M |
| John W. Brooker & Co., CPAs | 1.29% | Add +5.1% | 29,843 | $2.6M |
| KPP Advisory Services LLC | 0.68% | Reduce -49.9% | 29,708 | $2.6M |
| Liberty One Investment Management, LLC | 0.29% | Reduce -1.6% | 29,208 | $2.5M |
| FMR LLC | 0.00% | Add +17.8% | 29,037 | $2.5M |
| Realta Investment Advisors | 0.49% | Reduce -47.2% | 29,036 | $2.5M |
| WCG Wealth Advisors LLC | 0.18% | Add +6.3% | 28,738 | $2.5M |
| BCS Wealth Management | 1.19% | Add +0.0% | 28,127 | $2.4M |
| Opal Wealth Advisors, LLC | 0.78% | Add +1.3% | 27,936 | $2.4M |
| Wedbush Securities Inc. | 0.09% | Add +15.2% | 27,919 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -51.8% | 27,765 | $2.4M |
| SimpliFi, Inc. | 1.10% | Add +0.1% | 27,552 | $2.4M |
| Creekside Partners | 1.27% | — | 26,548 | $2.3M |
| Inspire Advisors, LLC | 0.30% | Reduce -1.8% | 26,490 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -31.0% | 25,858 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.06% | New | 25,423 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 1.10% | Add +109.8% | 25,369 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 25,239 | $2.2M |
| 9258 Wealth Management, LLC | 0.33% | Add +5.3% | 24,964 | $2.2M |
| Lansing Street Advisors | 0.90% | No change | 24,956 | $2.2M |
| HHM Wealth Advisors, LLC | 0.32% | No change | 24,859 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.81% | Reduce -0.1% | 24,741 | $2.1M |
| Lifeworks Advisors, LLC | 0.59% | Reduce -6.1% | 24,660 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +3.5% | 23,750 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.53% | Reduce -0.0% | 24,673 | $2.1M |
| Cross Staff Investments Inc | 1.73% | Add +1.1% | 23,966 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +763.4% | 23,725 | $2.1M |
| XML Financial, LLC | 0.21% | Add +192.5% | 23,720 | $2.1M |
| Uptick Partners, LLC | 1.57% | No change | 22,787 | $2.0M |
| Edge Financial Advisors LLC | 2.09% | Add +78.8% | 23,279 | $2.0M |
| Berger Financial Group, Inc | 0.16% | Reduce -13.9% | 23,006 | $2.0M |
| Transform Wealth, LLC | 0.15% | Reduce -13.8% | 22,597 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +1.9% | 22,488 | $1.9M |
| Foundations Investment Advisors, LLC | 0.05% | Add +63.8% | 22,254 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.32% | Reduce -6.3% | 22,162 | $1.9M |
| Oliver Luxxe Assets LLC | 0.40% | Reduce -8.5% | 21,653 | $1.9M |
| Triumph Capital Management | 0.73% | Reduce -1.6% | 21,582 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.63% | Reduce -1.6% | 20,992 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 20,955 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +1.3% | 20,787 | $1.8M |
| Principal Securities, Inc. | 0.05% | Add +9.7% | 20,726 | $1.8M |
| Fca Corp. | 0.56% | Add +4.7% | 20,386 | $1.8M |
| United Community Bank | 0.71% | Add +7.6% | 20,325 | $1.8M |
| Two Sigma Securities, LLC | 0.08% | Add +72.0% | 20,167 | $1.7M |
| TRUE Private Wealth Advisors | 0.20% | Add +30.9% | 20,088 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +2.0% | 19,813 | $1.7M |
| National Bank of Canada | 0.00% | Add +17.5% | 19,657 | $1.7M |
| Treynor Bancshares, Inc. | 1.77% | Reduce -31.6% | 19,554 | $1.7M |
| Summit Wealth Partners, LLC | 0.35% | Add +32.7% | 19,344 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.65% | Add +3.5% | 19,239 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +25.8% | 19,074 | $1.7M |
| Meridian Wealth Management, LLC | 0.20% | New | 18,788 | $1.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +21.0% | 18,727 | $1.6M |
| Cutler Capital Management, LLC | 0.78% | Add +15.3% | 18,724 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 18,383 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | New | 18,069 | $1.6M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -33.8% | 17,997 | $1.6M |
| MADDEN SECURITIES Corp | 0.67% | No change | 17,544 | $1.5M |
| Simplicity Wealth,LLC | 0.03% | Add +4.4% | 17,542 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Reduce -2.0% | 17,461 | $1.5M |
| Endowment Wealth Management, Inc. | 1.07% | Add +14.3% | 16,942 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +11.5% | 16,577 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +54.4% | 16,310 | $1.4M |
| US Bancorp \de | 0.00% | Add +3.8% | 16,168 | $1.4M |
| Patten Group, Inc. | 0.33% | Reduce -4.8% | 16,156 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.27% | — | 15,874 | $1.4M |
| Wolff Wiese Magana LLC | 1.08% | Reduce -5.3% | 15,670 | $1.4M |
| Larson Financial Group LLC | 0.09% | Add +29.9% | 15,413 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Add +4.4% | 15,308 | $1.3M |
| Castleview Partners, LLC | 0.75% | Add +0.7% | 15,237 | $1.3M |
| Lifestyle Asset Management, Inc. | 0.76% | Reduce -52.8% | 15,188 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 15,223 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +21.5% | 15,150 | $1.3M |
| Emergent Wealth Advisors, LLC | 1.04% | Reduce -60.9% | 14,881 | $1.3M |
| Defined Wealth Management, LLC | 0.89% | Reduce -0.3% | 14,714 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +3.3% | 14,675 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -1.1% | 14,618 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.1% | 14,618 | $1.3M |
| Main Street Financial Solutions, LLC | 0.12% | Add +84.7% | 14,548 | $1.3M |
| Wintrust Investments LLC | 0.10% | Reduce -0.7% | 14,291 | $1.2M |
| Concord Wealth Partners | 0.22% | Add +5.1% | 14,291 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.63% | Add +18.5% | 14,174 | $1.2M |
| Prudential PLC | 0.01% | Reduce -49.7% | 13,871 | $1.2M |
| Choreo, LLC | 0.02% | New | 13,951 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -9.0% | 13,779 | $1.2M |
| Smith Thornton Advisors LLC | 0.85% | — | 13,285 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.58% | Add +0.2% | 13,258 | $1.1M |
| Hudson Value Partners, LLC | 0.47% | Add +6.8% | 12,801 | $1.1M |
| Phoenix Financial Ltd. | 0.02% | Reduce -28.6% | 12,701 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +0.6% | 12,657 | $1.1M |
| Warner Financial, Inc. | 0.53% | No change | 12,629 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | Reduce -2.8% | 12,628 | $1.1M |
| Gries Financial LLC | 0.22% | Reduce -59.0% | 12,577 | $1.1M |
| Nilsine Partners, LLC | 0.15% | Add +3.9% | 12,494 | $1.1M |
| Darwin Wealth Management, LLC | 0.53% | Add +21.1% | 12,417 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.1M |
| Capasso Planning Partners LLC | 0.34% | New | 12,064 | $1.0M |
| PFG Investments, LLC | 0.07% | New | 11,949 | $1.0M |
| M3 Advisory Group, LLC | 0.82% | Add +8.6% | 11,523 | $998K |
| Robertson Stephens Wealth Management, LLC | 0.05% | New | 11,353 | $983K |
| Rain Capital Management, LLC | 0.69% | No change | 11,276 | $977K |
| Rothschild Wealth LLC | 0.32% | Reduce -0.3% | 11,247 | $974K |
| Ieq Capital, LLC | 0.01% | No change | 11,229 | $973K |
| ProVise Management Group, LLC | 0.08% | Reduce -4.9% | 11,176 | $968K |
| Van Den Berg Management I, Inc. | 0.28% | Reduce -6.6% | 10,868 | $941K |
| TD Private Client Wealth LLC | 0.03% | Add +70.9% | 10,772 | $933K |
| Ascension Capital Advisors, Inc. | 0.50% | Add +9.0% | 10,771 | $933K |
| Axiom Advisory, LLC | 0.01% | New | 10,395 | $903K |
| Phraction Management LLC | 0.36% | No change | 10,345 | $896K |
| Prudential Financial Inc. | 0.00% | Reduce -34.9% | 10,289 | $891K |
| Mission Wealth Management, LP | 0.02% | Reduce -93.8% | 10,213 | $885K |
| First Community Trust NA | 0.74% | No change | 9,977 | $864K |
| Legacy CG, LLC | 0.29% | Reduce -88.5% | 9,751 | $845K |
| Root Financial Partners, LLC | 0.20% | No change | 9,648 | $836K |
| Bright Futures Wealth Management, LLC. | 0.45% | Reduce -46.2% | 9,308 | $833K |
| Scotia Capital Inc. | 0.00% | Add +2.6% | 9,464 | $820K |
| Anchor Investment Management, LLC | 0.08% | Reduce -14.1% | 9,450 | $818K |
| Resurgent Financial Advisors LLC | 0.50% | Reduce -50.0% | 9,329 | $808K |
| Founders Financial Securities LLC | 0.08% | Add +28.5% | 9,247 | $801K |
| WealthBridge Capital Management, LLC | 0.26% | Add +12.9% | 9,108 | $789K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +7.1% | 8,825 | $764K |
| Kaydan Wealth Management, Inc. | 0.27% | No change | 8,808 | $763K |
| Iams Wealth Management, LLC | 0.41% | Add +8.2% | 8,698 | $753K |
| Atlas Wealth LLC | 0.13% | Add +21.2% | 8,608 | $742K |
| Private Trust Co. NA | 0.08% | Reduce -23.7% | 8,552 | $741K |
| United Advisor Group, LLC | 0.23% | New | 8,453 | $732K |
| Sovereign Financial Group, Inc. | 0.18% | Add +16.9% | 8,417 | $729K |
| Trilogy Capital Inc. | 0.04% | Reduce -19.7% | 8,398 | $727K |
| Walled Lake Planning & Wealth Management, LLC | 0.29% | Add +15.5% | 8,258 | $715K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -7.1% | 8,201 | $710K |
| Autumn Glory Partners, LLC | 0.36% | Reduce -0.1% | 8,277 | $706K |
| Keeler Thomas Management LLC | 0.24% | Reduce -38.5% | 8,041 | $696K |
| Sax Wealth Advisors, LLC | 0.07% | Add +12.5% | 8,017 | $694K |
| FSC Wealth Advisors, LLC | 0.51% | Add +4.3% | 7,987 | $692K |
| Legacy Private Trust Co. | 0.05% | Add +8.8% | 7,961 | $690K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -5.8% | 7,891 | $683K |
| Belpointe Asset Management LLC | 0.05% | Reduce -25.6% | 7,888 | $683K |
| NFSG Corp | 0.25% | Reduce -0.7% | 7,882 | $683K |
| Clarus Group, Inc. | 0.30% | No change | 7,873 | $682K |
| Zurich Insurance Group Ltd | 0.01% | Reduce -94.6% | 7,748 | $682K |
| Valued Retirements, Inc. | 1.01% | No change | 7,661 | $664K |
| Benjamin Edwards Inc. | 0.13% | Reduce -1.4% | 7,607 | $659K |
| Tudor Investment Corporation | 0.01% | New | 7,550 | $654K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Add +9.1% | 7,407 | $642K |
| L & S Advisors Inc | 0.08% | New | 7,388 | $640K |
| MGB Wealth Management, LLC | 0.24% | No change | 7,256 | $638K |
| Arq Wealth Advisors, LLC | 0.28% | Add +12.3% | 7,359 | $637K |
| Relative Value Partners Group, LLC | 0.08% | New | 7,309 | $633K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -2.5% | 7,309 | $633K |
| Etfidea, LLC | 0.21% | No change | 7,284 | $631K |
| Randolph Co Inc | 0.08% | Add +6.6% | 7,141 | $618K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.6% | 6,991 | $605K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -15.1% | 6,973 | $604K |
| Samalin Investment Counsel, LLC | 0.28% | Add +4.0% | 6,811 | $590K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -0.2% | 6,800 | $589K |
| Balboa Wealth Partners | 0.15% | Reduce -48.2% | 6,697 | $580K |
| Meitav Investment House Ltd. | 0.01% | Add +5.0% | 6,708 | $579K |
| 360 Financial, Inc. | 0.22% | Reduce -1.8% | 6,599 | $572K |
| Peninsula Wealth, LLC | 0.10% | No change | 6,291 | $555K |
| Members Wealth LLC | 0.37% | — | 5,716 | $551K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -13.5% | 6,346 | $550K |
| AE Wealth Management LLC | 0.01% | Add +29.8% | 6,176 | $535K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.8% | 6,128 | $531K |
| Beck Capital Management, LLC | 0.15% | Reduce -0.3% | 6,121 | $530K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Reduce -79.3% | 6,089 | $527K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +25.7% | 6,048 | $524K |
| Victory Financial Group, LLC | 0.24% | New | 6,025 | $522K |
| Southland Equity Partners LLC | 0.15% | Reduce -0.1% | 5,947 | $515K |
| Money Concepts Capital Corp. | 0.04% | Reduce -22.4% | 5,878 | $509K |
| Intrua Financial, LLC | 0.08% | Add +1.9% | 5,845 | $506K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.7% | 5,812 | $503K |
| Landaas & Co. /Wi | 0.15% | Reduce -10.3% | 5,693 | $493K |
| Zimmermann Investment Management & Planning LLC | 0.16% | Reduce -76.9% | 5,674 | $491K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,629 | $488K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | New | 5,583 | $484K |
| Fairscale Capital, LLC | 0.42% | — | 5,291 | $473K |
| Lanark Financial, Inc. | 0.04% | Add +2.4% | 5,465 | $473K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +1.2% | 5,412 | $469K |
| Brighton Jones LLC | 0.02% | Add +3.8% | 5,408 | $468K |
| Dash Acquisitions Inc. | 0.13% | Add +9.7% | 5,172 | $463K |
| Ameritas Advisory Services, LLC | 0.02% | Add +14.1% | 5,340 | $463K |
| New Insight Wealth Advisors | 0.27% | No change | 5,290 | $458K |
| Kovack Advisors, Inc. | 0.05% | Add +24.5% | 5,263 | $456K |
| Asset Dedication, LLC | 0.03% | Add +0.7% | 5,192 | $450K |
| Bank of Montreal | 0.00% | Add +0.9% | 4,965 | $447K |
| Western Pacific Wealth Management, LP | 0.34% | No change | 5,151 | $446K |
| QSV Equity Investors LLC | 0.46% | No change | 5,103 | $442K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.3% | 5,089 | $441K |
| 1620 Investment Advisors, Inc. | 0.34% | Add +24.8% | 5,023 | $435K |
| Strategic Investment Solutions, Inc. | 0.14% | — | 6,266 | $434K |
| Pekin Hardy Strauss, Inc. | 0.06% | Add +19.8% | 4,970 | $430K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -4.3% | 4,853 | $420K |
| CFO4Life Group, LLC | 0.08% | No change | 4,847 | $420K |
| Swmg, LLC | 0.19% | Reduce -0.7% | 4,810 | $417K |
| Marquette Associates, Inc. | 0.31% | New | 4,770 | $413K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,748 | $411K |
| Legacy Capital Wealth Partners, LLC | 0.10% | New | 4,725 | $409K |
| Wolff Financial Management LLC | 0.30% | No change | 4,713 | $408K |
| Sageworth Trust Co of South Dakota | 0.60% | No change | 4,679 | $405K |
| Commonwealth Financial Services, LLC | 0.08% | Add +5.9% | 4,644 | $400K |
| Welch & Forbes LLC | 0.01% | Reduce -2.6% | 4,656 | $400K |
| Lake Street Advisors Group, LLC | 0.02% | Add +29.2% | 4,575 | $396K |
| Clarity Capital Partners LLC | 0.24% | Add +0.6% | 4,540 | $393K |
| Cibc World Market Inc. | 0.00% | Add +12.3% | 4,539 | $393K |
| Spire Wealth Management | 0.01% | Reduce -6.5% | 4,534 | $393K |
| Blossom Wealth Management | 0.85% | Add +8.5% | 4,489 | $389K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.0% | 4,476 | $388K |
| Family Capital Management, Inc. | 0.26% | No change | 4,451 | $386K |
| Waverly Advisors, LLC | 0.01% | Add +27.4% | 4,380 | $379K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -16.8% | 4,335 | $378K |
| PFG Advisors | 0.03% | Add +49.6% | 4,346 | $376K |
| Piedmont Capital Management, LLC | 0.25% | No change | 4,218 | $372K |
| Old Second National Bank of Aurora | 0.09% | Reduce -4.4% | 4,260 | $369K |
| Epic Trust Investment Advisors, LLC | 0.40% | Reduce -4.7% | 4,242 | $367K |
| Magnolia Capital Advisors LLC | 0.20% | New | 4,195 | $363K |
| Colonial River Investments, LLC | 0.19% | Add +15.5% | 4,168 | $361K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,168 | $361K |
| Trexquant Investment LP | 0.01% | New | 4,162 | $360K |
| Stiles Financial Services Inc | 0.14% | Reduce -9.7% | 4,060 | $352K |
| Weaver Consulting Group | 0.12% | No change | 4,023 | $348K |
| Synovus Financial Corp. | 0.00% | New | 4,019 | $348K |
| Atlas Brown,Inc. | 0.12% | Add +0.9% | 3,997 | $346K |
| Advisors Capital Management, LLC | 0.01% | No change | 3,982 | $345K |
| AQR Capital Management | 0.00% | Add +1.6% | 3,800 | $329K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.6% | 3,756 | $325K |
| Peterson Financial Group, Inc. | 1.96% | New | 3,704 | $321K |
| Bank of Hawaii | 0.01% | No change | 3,634 | $315K |
| Savant Capital, LLC | 0.00% | Add +22.1% | 3,594 | $311K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -22.2% | 3,577 | $310K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | No change | 3,553 | $308K |
| IPG Investment Advisors LLC | 0.07% | New | 3,491 | $302K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.8% | 3,471 | $301K |
| Townsquare Capital LLC | 0.00% | Reduce -0.4% | 3,468 | $300K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -10.8% | 3,463 | $300K |
| TD Capital Management LLC | 0.03% | No change | 3,463 | $300K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.0% | 3,451 | $299K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -4.5% | 3,424 | $297K |
| Gateway Wealth Partners, LLC | 0.09% | Add +9.7% | 3,393 | $294K |
| Debussy Capital Management LP | 0.08% | No change | 3,324 | $288K |
| Johnson Investment Counsel Inc. | 0.00% | Add +44.0% | 3,275 | $284K |
| Ameliora Wealth Management Ltd. | 0.13% | No change | 3,250 | $281K |
| Westend Capital Management, LLC | 0.10% | Reduce -4.8% | 3,272 | $281K |
| Crewe Advisors LLC | 0.03% | Add +16.2% | 3,227 | $279K |
| Vertex Planning Partners, LLC | 0.07% | No change | 3,206 | $278K |
| Fairhaven Wealth Management, LLC | 0.09% | Add +0.8% | 3,178 | $275K |
| Barnett & Company, Inc. | 0.20% | Reduce -1.9% | 3,169 | $274K |
| Arkadios Wealth Advisors | 0.02% | New | 3,156 | $273K |
| Mirador Capital Partners LP | 0.05% | No change | 3,138 | $272K |
| Essex Bank | 0.07% | Reduce -4.5% | 3,121 | $270K |
| Hancock Whitney Corp. | 0.01% | No change | 3,094 | $268K |
| Mgo One Seven LLC | 0.01% | New | 3,088 | $267K |
| Mendel Money Management | 0.12% | Add +12.6% | 3,024 | $262K |
| Redwood Financial Network Corp | 0.22% | Reduce -22.3% | 2,966 | $257K |
| One Capital Management, LLC | 0.01% | Reduce -3.3% | 2,956 | $256K |
| Private Client Services, LLC | 0.16% | Add +7.1% | 2,901 | $251K |
| Fisher Asset Management | 0.00% | New | 2,898 | $251K |
| Signal Advisors Wealth, LLC | 0.54% | Reduce -95.0% | 2,851 | $247K |
| Miller Investment Management, LP | 0.03% | No change | 2,805 | $243K |
| Park Avenue Securities LLC | 0.00% | Add +2.9% | 2,796 | $242K |
| Seaview Investment Managers LLC | 0.07% | Reduce -2.5% | 2,765 | $239K |
| Burt Wealth Advisors | 0.06% | No change | 2,765 | $239K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -98.8% | 2,756 | $239K |
| Valmark Advisers, Inc. | 0.00% | Reduce -29.6% | 2,721 | $236K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +21.2% | 2,701 | $234K |
| HUB Investment Partners, LLC | 0.01% | Reduce -25.9% | 2,690 | $233K |
| Glassy Mountain Advisors, Inc. | 0.09% | Add +9.5% | 2,687 | $233K |
| HSBC Holdings PLC | 0.00% | Reduce -73.7% | 2,686 | $233K |
| Clare Market Investments LLC | 0.06% | Reduce -7.8% | 2,677 | $232K |
| Assetmark, Inc. | 0.00% | Add +800.0% | 2,628 | $228K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,600 | $225K |
| Sensible Money, LLC | 0.11% | No change | 2,589 | $224K |
| Capital Analysts, LLC | 0.01% | Reduce -5.0% | 2,557 | $221K |
| LPF Advisors LLC | 0.20% | No change | 2,530 | $219K |
| SP Asset Management LLC | 0.02% | No change | 2,525 | $219K |
| First American Trust, FSB | 0.02% | No change | 2,522 | $218K |
| Venture Visionary Partners LLC | 0.01% | New | 2,514 | $218K |
| Red Mountain Financial, LLC | 0.26% | — | 2,512 | $218K |
| Advisory Services Network, LLC | 0.00% | Add +9.4% | 2,483 | $215K |
| Commerce Bank | 0.00% | New | 2,478 | $215K |
| Willner & Heller, LLC | 0.20% | Add +4.2% | 2,463 | $213K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -1.5% | 2,422 | $210K |
| Waddell & Associates, LLC | 0.03% | Add +0.4% | 2,419 | $210K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.9% | 2,415 | $209K |
| Private Capital Management LLC | 0.04% | Add +33.1% | 2,411 | $209K |
| Advocate Group LLC | 0.04% | New | 2,387 | $207K |
| IFG Advisory, LLC | 0.01% | New | 2,383 | $206K |
| Traction Financial Partners, LLC | 0.15% | Reduce -14.5% | 2,223 | $205K |
| Moneco Advisors, LLC | 0.03% | Reduce -11.5% | 2,350 | $204K |
| Regions Financial Corp. | 0.00% | No change | 2,349 | $203K |
| Mosaic Financial Group, LLC | 0.14% | No change | 2,283 | $198K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +64.2% | 2,280 | $197K |
| Clarity Asset Management, Inc. | 0.14% | Reduce -0.5% | 2,257 | $196K |
| Key Financial Inc | 0.05% | No change | 2,242 | $194K |
| IAG Wealth Partners, LLC | 0.04% | Add +100.7% | 2,178 | $189K |
| Family Asset Management, LLC | 0.11% | No change | 2,000 | $173K |
| Lynx Investment Advisory | 0.13% | — | 1,989 | $172K |
| Parallel Advisors, LLC | 0.00% | No change | 1,943 | $168K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -12.0% | 1,840 | $159K |
| Pathway Financial Advisers, LLC | 0.06% | Reduce -14.8% | 1,803 | $156K |
| Rothschild Investment LLC | 0.01% | Reduce -17.5% | 1,728 | $150K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +58.7% | 1,717 | $149K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,500 | $130K |
| Russell Investments Group, Ltd. | 0.00% | Add +3469.1% | 1,499 | $130K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,337 | $116K |
| BlackRock Inc. | 0.00% | New | 1,250 | $108K |
| BNP Paribas Financial Markets | 0.00% | New | 1,206 | $104K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $104K |
| NorthRock Partners, LLC | 0.00% | No change | 1,170 | $101K |
| First PREMIER Bank | 0.02% | No change | 1,065 | $92K |
| Venturi Wealth Management, LLC | 0.00% | Add +893.7% | 944 | $82K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $78K |
| Financial Freedom, LLC | 0.04% | No change | 889 | $77K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 856 | $77K |
| Scarborough Advisors, LLC | 0.03% | Add +8.7% | 872 | $76K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $72K |
| Founders Financial Alliance, LLC | 0.02% | No change | 832 | $72K |
| Annapolis Financial Services, LLC | 0.02% | New | 812 | $70K |
| CoreCap Advisors, LLC | 0.01% | Reduce -98.0% | 783 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 767 | $66K |
| Signaturefd, LLC | 0.00% | Reduce -69.6% | 700 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 672 | $58K |
| Simplex Trading, LLC | 0.00% | Add +132.3% | 676 | $58K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $57K |
| Glassman Wealth Services | 0.01% | No change | 634 | $55K |
| Centerpoint Advisors, LLC | 0.02% | No change | 616 | $53K |
| Barclays PLC | 0.00% | No change | 606 | $52K |
| Clearstead Advisors, LLC | 0.00% | Add +500.0% | 600 | $52K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 574 | $50K |
| Sound Income Strategies, LLC | 0.00% | Add +15.1% | 534 | $46K |
| Continuum Advisory, LLC | 0.01% | Reduce -1.3% | 531 | $46K |
| Clearstead Trust, LLC | 0.01% | No change | 501 | $43K |
| Tyler-Stone Wealth Management | 0.02% | New | 500 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 500 | $43K |
| Fairman Group, LLC | 0.04% | New | 475 | $41K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $39K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -19.8% | 418 | $36K |
| Addison Advisors LLC | 0.01% | No change | 405 | $35K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $35K |
| Mather Group, Llc. | 0.00% | New | 356 | $32K |
| Pineridge Advisors LLC | 0.01% | No change | 361 | $31K |
| Sandy Spring Bank | 0.00% | No change | 360 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -2.1% | 322 | $28K |
| Godsey & Gibb, Inc. | 0.00% | New | 304 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 300 | $26K |
| Tucker Asset Management LLC | 0.01% | Reduce -4.2% | 296 | $26K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | — | 260 | $23K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 259 | $22K |
| Balefire, LLC | 0.01% | No change | 257 | $22K |
| Hartford Financial Management Inc. | 0.00% | Add +4.7% | 247 | $21K |
| Tsfg, LLC | 0.00% | No change | 221 | $19K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 206 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $18K |
| Bokf, NA | 0.00% | No change | 204 | $18K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -98.3% | 202 | $17K |
| Camelot Portfolios, LLC | 0.01% | New | 200 | $17K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -55.6% | 200 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $17K |
| Arax Advisory Partners | 0.00% | No change | 200 | $17K |
| Creekmur Asset Management LLC | 0.00% | Reduce -19.9% | 165 | $14K |
| Avior Wealth Management, LLC | 0.00% | Add +21.8% | 162 | $14K |
| Avion Wealth | 0.00% | New | 164 | $14K |
| Milestone Investment Advisors LLC | 0.00% | New | 145 | $13K |
| Van Eck Associates Corp. | 0.00% | Reduce -73.8% | 139 | $12K |
| Bessemer Group Inc. | 0.00% | New | 139 | $12K |
| Triad Wealth Partners, LLC | 0.01% | New | 134 | $12K |
| Hexagon Capital Partners LLC | 0.00% | New | 124 | $11K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 117 | $10K |
| Investors Research Corp | 0.00% | New | 116 | $10K |
| Hershey Financial Advisers, LLC | 0.01% | — | 110 | $10K |
| Clear Point Advisors Inc. | 0.01% | No change | 103 | $9K |
| Raleigh Capital Management Inc. | 0.00% | New | 100 | $9K |
| EdgeRock Capital LLC | 0.01% | New | 99 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $7K |
| Archer Investment Corp | 0.00% | No change | 83 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -32.3% | 63 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -96.1% | 50 | $4K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 43 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | New | 37 | $3K |
| New Millennium Group LLC | 0.00% | New | 31 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -98.1% | 30 | $3K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 28 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 22 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 18 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $1K |
| REAP Financial Group, LLC | 0.00% | New | 5 | $433 |
| MCF Advisors LLC | 0.00% | No change | 4 | $347 |
| 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.