Vaneck Morningstar Wide MoatMOATETF
13F holders, Q3 2024 (September 30)672holders +13
51new positions
38sold out
5famous investors
$96.91avg. 13F price*
At the end of Q3 2024, 672 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 13 from Q2 2024. 51 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($839.5M), Bank of America Corp. ($787.2M) and LPL Financial LLC ($763.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $132.2M |
| Exits | 38 | $46.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,961,189 shares bought and 4,565,683 shares sold, net +1,395,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Morgan Stanley | 0.06% | Add +1.6% | 8,659,202 | $839.5M |
| Bank of America Corp. | 0.07% | Reduce -5.0% | 8,119,476 | $787.2M |
| LPL Financial LLC | 0.34% | Add +8.4% | 7,877,723 | $763.7M |
| Raymond James Financial Services Advisors, Inc. | 0.42% | Add +1.1% | 3,214,645 | $311.7M |
| Mesirow Financial Investment Management, Inc. | 4.96% | Add +3.6% | 2,641,655 | $256.1M |
| Wells Fargo & Company | 0.06% | Reduce -2.5% | 2,636,315 | $255.6M |
| Raymond James & Associates | 0.14% | Add +0.3% | 2,386,177 | $231.3M |
| Commonwealth Equity Services, LLC | 0.33% | Reduce -10.5% | 2,228,696 | $216.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -8.2% | 2,041,456 | $199.4M |
| UBS Group AG | 0.05% | Reduce -9.0% | 1,919,646 | $186.1M |
| Cwm, LLC | 0.48% | Add +10.5% | 1,152,800 | $111.8M |
| Provenance Wealth Advisors, LLC | 13.89% | Reduce -2.1% | 1,146,942 | $111.2M |
| Royal Bank of Canada | 0.02% | Add +17.2% | 1,108,853 | $107.5M |
| First Foundation Advisors | 3.88% | Reduce -1.2% | 1,061,491 | $102.9M |
| Brookstone Capital Management | 1.45% | Add +2.8% | 1,015,140 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +3.0% | 966,547 | $93.7M |
| Southern Farm Bureau Life Insurance | 12.88% | No change | 845,027 | $81.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +1.8% | 844,973 | $81.9M |
| Obermeyer Wealth Partners | 4.26% | Add +2.5% | 820,877 | $79.6M |
| JNBA Financial Advisors | 7.96% | Add +0.2% | 815,739 | $79.1M |
| HighTower Advisors, LLC | 0.11% | Add +7.0% | 768,506 | $74.5M |
| Osaic Holdings, Inc. | 0.17% | Add +1.5% | 764,932 | $74.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -26.4% | 764,145 | $74.1M |
| Cetera Investment Advisers | 0.16% | Add +4.9% | 748,385 | $72.6M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -3.2% | 739,484 | $71.7M |
| Avantax Advisory Services, Inc. | 0.47% | Add +115.7% | 735,646 | $71.3M |
| Morningstar Investment Services LLC | 0.68% | Reduce -2.7% | 687,188 | $66.6M |
| Employees' Retirement Fund of the City of Fort Worth | 29.28% | No change | 661,874 | $64.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 584,722 | $56.7M |
| Sfmg, LLC | 4.59% | Add +1.0% | 583,753 | $56.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.7% | 566,873 | $55.0M |
| Verde Capital Management | 16.46% | Reduce -4.1% | 565,925 | $54.9M |
| Private Advisor Group, LLC | 0.34% | Reduce -26.3% | 560,539 | $54.3M |
| Apexium Financial, LP | 3.56% | Add +7.7% | 557,347 | $54.0M |
| Kelman-Lazarov, Inc. | 9.14% | Add +1.2% | 547,993 | $53.1M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -21.6% | 546,537 | $53.0M |
| Whitaker-Myers Wealth Managers, LTD. | 16.87% | Add +2.3% | 523,347 | $50.7M |
| TTP Investments, Inc. | 17.42% | Add +10.7% | 522,493 | $50.7M |
| Regatta Capital Group, LLC | 9.58% | Add +11.1% | 509,189 | $49.4M |
| Alliancebernstein L.P. | 0.02% | New | 494,131 | $47.9M |
| Financial Management Network Inc. | 9.82% | Add +3.3% | 488,251 | $46.9M |
| First International Bank & Trust | 14.52% | Add +0.3% | 467,225 | $45.3M |
| Ceera Investments, LLC | 17.01% | Add +2.6% | 465,474 | $45.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.26% | Reduce -18.7% | 464,176 | $45.0M |
| Stifel Financial Corp. | 0.05% | Add +4.9% | 458,671 | $44.5M |
| Cahill Financial Advisors Inc. | 6.04% | Reduce -8.0% | 455,522 | $44.2M |
| Leelyn Smith, LLC | 7.83% | Add +1.6% | 447,292 | $43.4M |
| Tanager Wealth Management LLP | 5.82% | Add +0.7% | 446,266 | $43.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +0.7% | 428,900 | $41.5M |
| Jones Financial Companies LLLP | 0.04% | Add +151.8% | 420,321 | $40.7M |
| Stephens Inc. | 0.56% | Add +2.7% | 409,727 | $39.7M |
| Sequoia Financial Advisors, LLC | 0.39% | Reduce -5.1% | 372,027 | $36.1M |
| Harbor Group, Inc. | 8.26% | Add +2.0% | 368,450 | $35.7M |
| Summit Asset Management, LLC | 3.90% | Add +5.4% | 352,020 | $34.1M |
| EP Wealth Advisors, LLC | 0.29% | Add +2.6% | 347,904 | $33.7M |
| G2 Capital Management, LLC / Oh | 9.92% | Add +0.3% | 347,360 | $33.7M |
| Cerity Partners LLC | 0.07% | Reduce -3.9% | 344,107 | $33.4M |
| Tompkins Financial Corp. | 3.17% | Reduce -0.8% | 341,424 | $33.1M |
| Two Sigma Investments, LP | 0.08% | Add +66.5% | 337,900 | $32.8M |
| Redhawk Wealth Advisors, Inc. | 4.38% | Add +11390.1% | 316,668 | $30.7M |
| Palo Alto Wealth Advisors, LLC | 12.50% | Reduce -2.1% | 311,240 | $30.2M |
| Level Four Advisory Services, LLC | 1.27% | Add +10.7% | 319,683 | $30.1M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -1.1% | 307,209 | $29.8M |
| Beaumont Financial Advisors, LLC | 2.32% | Add +0.7% | 305,709 | $29.6M |
| Geneos Wealth Management Inc. | 1.13% | Reduce -0.6% | 305,495 | $29.6M |
| Smart Money Group LLC | 10.56% | Reduce -4.0% | 314,085 | $29.6M |
| Planned Solutions, Inc. | 11.72% | Add +0.8% | 297,069 | $28.8M |
| Beaumont Asset Management, L.L.C. | 15.39% | Reduce -2.1% | 272,980 | $26.5M |
| Visionary Wealth Advisors | 1.56% | Reduce -6.5% | 263,809 | $25.6M |
| MinichMacGregor Wealth Management, LLC | 5.45% | Reduce -4.4% | 262,192 | $25.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +58.9% | 250,742 | $24.4M |
| MML Investors Services, LLC | 0.09% | Add +0.0% | 250,947 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +0.2% | 249,631 | $24.2M |
| Berkshire Money Management, Inc. | 2.75% | Add +5.0% | 247,853 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +9.2% | 245,575 | $23.8M |
| Buttonwood Financial Advisors Inc. | 10.31% | Add +12.3% | 243,878 | $23.6M |
| Drake & Associates, LLC | 7.43% | Add +2.0% | 237,341 | $23.0M |
| Activest Wealth Management | 7.07% | Add +1.3% | 236,134 | $22.9M |
| Davidson Capital Management Inc. | 6.49% | Reduce -0.2% | 232,268 | $22.5M |
| Ancora Advisors LLC | 0.51% | Add +12.8% | 231,740 | $22.5M |
| Prospera Financial Services Inc | 0.57% | Add +0.7% | 231,031 | $22.4M |
| SK Wealth Management, LLC | 11.38% | — | 237,496 | $22.3M |
| TAP Consulting, LLC | 4.36% | Add +3.8% | 228,715 | $22.2M |
| New England Private Wealth Advisors LLC | 3.54% | Reduce -7.7% | 226,337 | $21.9M |
| Aspen Wealth Strategies, LLC | 14.05% | Add +4.7% | 225,018 | $21.8M |
| DAVENPORT & Co LLC | 0.13% | Reduce -4.1% | 223,325 | $21.7M |
| Ethos Financial Group, LLC | 3.53% | Add +10.1% | 218,606 | $21.2M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +16.7% | 214,485 | $20.8M |
| Citigroup Inc. | 0.02% | Add +1.4% | 203,480 | $19.7M |
| MAI Capital Management | 0.19% | Reduce -6.6% | 199,514 | $19.3M |
| Sigma Planning Corp | 0.59% | Reduce -5.6% | 198,608 | $19.3M |
| Dynamic Advisor Solutions LLC | 0.57% | Add +1.2% | 197,121 | $19.1M |
| Apriem Advisors | 2.23% | Add +12.9% | 197,002 | $19.1M |
| Fiduciary Financial Group, LLC | 4.31% | Add +1.5% | 196,305 | $18.8M |
| Wealthcare Advisory Partners LLC | 0.53% | Add +3.8% | 193,194 | $18.7M |
| Patton Albertson Miller Group, LLC | 2.54% | Reduce -4.0% | 192,580 | $18.7M |
| Eagle Strategies LLC | 3.35% | Add +4.8% | 191,200 | $18.5M |
| Harbour Trust & Investment Management Co | 2.06% | Reduce -17.9% | 186,868 | $18.1M |
| Darrow Company, Inc. | 10.16% | Add +5.0% | 180,203 | $17.5M |
| Mariner, LLC | 0.03% | Add +4.0% | 170,193 | $16.5M |
| WealthPLAN Partners, LLC | 2.20% | Reduce -1.3% | 169,287 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -7.9% | 168,910 | $16.4M |
| Centaurus Financial, Inc. | 1.03% | Reduce -2.9% | 166,531 | $16.1M |
| Atria Investments, Inc | 0.20% | Reduce -28.2% | 165,955 | $16.1M |
| IFP Advisors, Inc | 0.57% | Add +2.6% | 163,461 | $15.8M |
| Philip James Wealth Mangement, LLC | 2.01% | Add +1.4% | 163,275 | $15.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.1% | 161,810 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -17.5% | 158,388 | $15.4M |
| Alpha Omega Group, Inc. | 20.93% | Reduce -7.5% | 157,303 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +24.4% | 157,161 | $15.2M |
| Altus Wealth Group LLC | 6.45% | Add +22.0% | 155,587 | $15.1M |
| Signal Advisors Wealth, LLC | 2.15% | Add +5334.9% | 154,948 | $15.0M |
| Foguth Wealth Management, LLC. | 5.43% | Add +51.1% | 156,348 | $14.9M |
| Creative Planning | 0.01% | Add +0.4% | 152,006 | $14.7M |
| S.E.E.D. Planning Group LLC | 4.75% | Add +44.2% | 147,724 | $14.3M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -2.8% | 145,111 | $14.1M |
| Kathleen S. Wright Associates Inc. | 5.77% | Add +1.6% | 144,279 | $14.0M |
| Journey Strategic Wealth LLC | 0.51% | Add +18.4% | 143,596 | $13.9M |
| HBW Advisory Services LLC | 1.99% | Add +98.4% | 140,646 | $13.6M |
| Robertson Stephens Wealth Management, LLC | 0.50% | Add +1132.1% | 139,881 | $13.6M |
| Flagstar Securities, Inc. | 3.41% | Add +4.6% | 138,748 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Add +18.0% | 136,768 | $13.3M |
| Onyx Bridge Wealth Group LLC | 1.99% | Reduce -0.4% | 136,484 | $13.2M |
| Boyce & Associates Wealth Consulting, Inc. | 13.64% | Add +3.4% | 135,388 | $13.1M |
| Archford Capital Strategies, LLC | 1.95% | Add +2.8% | 133,296 | $13.0M |
| Ruggaard & Associates LLC | 5.63% | Add +1.9% | 133,395 | $12.9M |
| Aberdeen Group plc | 0.02% | Add +55.7% | 132,068 | $12.8M |
| Ogorek Anthony Joseph /NY/ | 4.12% | Reduce -4.6% | 123,791 | $12.0M |
| Thoroughbred Financial Services, LLC | 0.77% | Reduce -3.0% | 123,762 | $12.0M |
| Independent Financial Group, LLC | 0.43% | Reduce -1.6% | 122,029 | $11.8M |
| Etesian Wealth Advisors, Inc. | 5.31% | Add +59.5% | 120,898 | $11.7M |
| Barings LLC | 0.28% | New | 120,328 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.7% | 120,092 | $11.6M |
| Smith Anglin Financial, LLC | 1.12% | Reduce -14.3% | 119,632 | $11.6M |
| Corient Private Wealth LP | 0.02% | Reduce -3.9% | 118,755 | $11.5M |
| Oppenheimer & Co. Inc. | 0.17% | Add +0.6% | 118,214 | $11.5M |
| Plotkin Financial Advisors, LLC | 6.63% | Add +2.7% | 114,291 | $11.1M |
| Objectivity Squared, LLC | 7.69% | Add +2.6% | 115,915 | $11.1M |
| Roundview Capital LLC | 0.79% | Reduce -23.1% | 113,018 | $11.0M |
| Fermata Advisors, LLC | 2.19% | Add +15.7% | 111,313 | $10.8M |
| NewEdge Advisors, LLC | 0.07% | Reduce -36.9% | 109,882 | $10.7M |
| US Financial Advisors, LLC | 3.32% | Add +0.6% | 109,832 | $10.6M |
| GeoWealth Management, LLC | 0.37% | New | 108,453 | $10.5M |
| James J. Burns & Company, LLC | 1.86% | Add +8.7% | 106,243 | $10.3M |
| Elevation Capital Advisory, LLC | 4.53% | New | 105,823 | $10.3M |
| Farrow Financial, Inc. | 6.46% | Reduce -0.1% | 105,794 | $10.3M |
| Cornerstone Advisory, LLC | 1.32% | Reduce -6.7% | 103,535 | $10.0M |
| EnRich Financial Partners LLC | 3.32% | Reduce -0.8% | 102,560 | $9.9M |
| Goldstone Financial Group, LLC | 1.70% | Add +6.8% | 100,927 | $9.8M |
| Prudential PLC | 0.05% | Add +620.9% | 100,000 | $9.7M |
| Flynn Zito Capital Management, LLC | 4.67% | Reduce -0.3% | 99,560 | $9.7M |
| Unique Wealth Strategies, LLC | 4.14% | Add +17.0% | 99,013 | $9.6M |
| Allen Capital Group, LLC | 1.21% | Reduce -1.6% | 98,633 | $9.6M |
| Novare Capital Management LLC | 0.81% | Add +26.0% | 98,598 | $9.6M |
| Aspire Wealth Management Corp | 5.09% | Reduce -3.4% | 97,632 | $9.5M |
| Laurel Wealth Planning LLC | 6.03% | Reduce -1.2% | 95,228 | $9.2M |
| Allworth Financial LP | 0.06% | Reduce -48.7% | 93,361 | $9.1M |
| Equitable Holdings, Inc. | 0.09% | Reduce -20.7% | 92,823 | $9.0M |
| &partners | 0.17% | Add +6.2% | 91,729 | $9.0M |
| Pursue Wealth Partners LLC | 4.80% | Reduce -1.9% | 90,615 | $8.8M |
| Acorn Wealth Advisors, LLC | 3.74% | Add +3.9% | 89,863 | $8.7M |
| TPG Advisors LLC | 6.72% | Add +1.3% | 88,603 | $8.6M |
| Boomfish Wealth Group, LLC | 5.20% | Add +3.0% | 87,424 | $8.5M |
| Essex Financial Services, Inc. | 0.59% | Add +3.0% | 84,845 | $8.2M |
| Magnolia Capital Advisors LLC | 4.07% | Add +1899.9% | 83,897 | $8.1M |
| Howard Financial Services, LTD. | 1.17% | Add +13.6% | 83,731 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -16.9% | 82,398 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -16.9% | 82,398 | $8.0M |
| Morningstar Investment Management LLC | 0.74% | Add +7.3% | 76,962 | $7.5M |
| FWG Holdings, LLC | 3.71% | Reduce -2.0% | 78,016 | $7.5M |
| Western Wealth Management, LLC | 0.42% | Add +46.2% | 76,060 | $7.4M |
| Eubel Brady & Suttman Asset Management Inc. | 1.04% | Add +3.2% | 75,034 | $7.3M |
| Two Sigma Advisers, LP | 0.02% | Reduce -66.9% | 74,900 | $7.3M |
| Argent Trust Co | 0.30% | Add +3.5% | 74,534 | $7.2M |
| Betterment LLC | 0.02% | Add +32.7% | 73,274 | $7.1M |
| Financial Advocates Investment Management | 0.40% | Reduce -7.7% | 72,626 | $7.0M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +2.6% | 72,116 | $7.0M |
| Wimmer Associates 1, LLC | 3.42% | Add +0.0% | 72,106 | $7.0M |
| Fifth Third Securities, Inc. | 0.66% | Reduce -4.6% | 71,830 | $7.0M |
| IHT Wealth Management, LLC | 0.20% | Add +26.4% | 71,522 | $6.9M |
| Perigon Wealth Management, LLC | 0.18% | Add +13.2% | 70,465 | $6.8M |
| Tacita Capital Inc | 4.39% | Add +4.6% | 69,451 | $6.7M |
| Sterling Investment Advisors, Ltd. | 1.70% | Reduce -3.6% | 69,325 | $6.7M |
| Avalon Capital Management | 2.02% | Reduce -1.7% | 68,643 | $6.7M |
| Comerica Bank | 0.03% | Add +0.4% | 68,557 | $6.6M |
| World Investment Advisors | 0.21% | New | 68,548 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -18.2% | 67,341 | $6.5M |
| Snider Financial Group | 2.37% | Reduce -0.1% | 66,856 | $6.5M |
| Goodman Advisory Group, LLC | 1.83% | Add +4.2% | 66,113 | $6.4M |
| D.A. Davidson & Co. | 0.05% | Add +0.4% | 64,387 | $6.2M |
| Lido Advisors, LLC | 0.05% | Add +2.8% | 63,162 | $6.1M |
| Ferguson Shapiro LLC | 2.28% | Add +2.9% | 63,142 | $6.1M |
| Cabot Wealth Management Inc. | 0.76% | New | 62,395 | $6.0M |
| Heck Capital Advisors, LLC | 0.69% | Reduce -2.0% | 61,626 | $6.0M |
| DHK Financial Advisors, Inc. | 3.58% | No change | 60,200 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -7.9% | 60,575 | $5.8M |
| RDA Financial Network | 1.81% | Add +1.8% | 60,028 | $5.8M |
| Silver Oak Securities, Incorporated | 0.60% | Add +70.4% | 59,743 | $5.7M |
| Tranquility Partners, LLC | 2.05% | Reduce -0.1% | 58,306 | $5.7M |
| WealthPlan Investment Management, LLC | 0.57% | Add +9.1% | 58,152 | $5.6M |
| YHB Investment Advisors, Inc. | 0.47% | Reduce -29.2% | 57,924 | $5.6M |
| Sentinel Pension Advisors, LLC | 1.08% | Add +2.9% | 57,748 | $5.6M |
| Cornerstone Wealth Group, LLC | 0.46% | Reduce -2.2% | 57,590 | $5.6M |
| Midwest Financial Group LLC | 3.21% | Add +2.7% | 56,323 | $5.5M |
| Modern Wealth Management, LLC | 0.33% | New | 56,141 | $5.4M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +1.7% | 55,779 | $5.4M |
| AdvisorNet Financial, Inc | 0.40% | Add +7.2% | 55,602 | $5.4M |
| Financial Partners Group, Inc | 0.80% | Reduce -10.9% | 55,440 | $5.4M |
| WCG Wealth Advisors LLC | 0.36% | Add +92.2% | 55,242 | $5.4M |
| Sugar Maple Asset Management, LLC | 4.63% | Add +17.5% | 54,993 | $5.3M |
| Mengis Capital Management, Inc. | 1.05% | Add +3.2% | 54,983 | $5.3M |
| Ayalon Insurance Comp Ltd. | 1.60% | Add +2.2% | 53,151 | $5.2M |
| Goepper Burkhardt LLC | 2.09% | Add +2.8% | 52,323 | $5.1M |
| TRUE Private Wealth Advisors | 0.60% | Add +159.7% | 52,162 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.75% | Reduce -4.7% | 51,627 | $5.0M |
| Integrated Advisors Network LLC | 0.24% | Reduce -3.1% | 51,517 | $5.0M |
| Lionsbridge Wealth Management LLC | 3.94% | Reduce -34.9% | 51,473 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +65.4% | 50,880 | $4.9M |
| Santori & Peters, Inc. | 1.92% | Reduce -1.7% | 49,876 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.2% | 49,773 | $4.8M |
| Farrell Financial LLC | 3.37% | Reduce -1.5% | 49,155 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +6.4% | 48,949 | $4.7M |
| GPS Wealth Strategies Group, LLC | 0.63% | Reduce -9.5% | 48,381 | $4.7M |
| IAM Advisory, LLC | 1.18% | Reduce -0.3% | 48,316 | $4.7M |
| Mutual Advisors, LLC | 0.14% | Add +0.6% | 48,293 | $4.6M |
| Rehmann Capital Advisory Group | 0.30% | Reduce -0.9% | 46,846 | $4.6M |
| StoneX Group Inc. | 0.33% | Reduce -0.5% | 47,150 | $4.6M |
| Private Portfolio Partners LLC | 0.85% | Reduce -2.6% | 47,029 | $4.6M |
| Fortune Financial Advisors, LLC | 4.13% | Add +2.8% | 46,998 | $4.6M |
| Trademark Financial Management, LLC | 3.61% | Reduce -45.7% | 46,992 | $4.6M |
| Burns Matteson Capital Management, LLC | 2.53% | Add +29.7% | 46,541 | $4.5M |
| Provident Wealth Management, LLC | 1.53% | Reduce -31.6% | 46,132 | $4.5M |
| Smith, Moore & Co. | 0.43% | Add +13.0% | 46,046 | $4.5M |
| Copley Financial Group, Inc. | 3.87% | — | 43,910 | $4.3M |
| Win Advisors, Inc. | 1.99% | New | 43,782 | $4.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +5.9% | 46,855 | $4.2M |
| John W. Brooker & Co., CPAs | 1.94% | Add +45.7% | 43,483 | $4.2M |
| Fsa Wealth Partners, Inc. | 1.02% | New | 43,333 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.40% | Add +6.1% | 43,208 | $4.2M |
| Panoramic Investment Advisors, LLC | 2.89% | — | 43,156 | $4.2M |
| IRON Financial LLC | 2.27% | Reduce -1.4% | 43,094 | $4.2M |
| Peak Financial Advisors LLC | 2.15% | Reduce -6.1% | 43,064 | $4.2M |
| Destiny Wealth Partners, LLC | 0.72% | Add +2.4% | 42,509 | $4.1M |
| Global Retirement Partners, LLC | 0.12% | Reduce -25.3% | 42,450 | $4.1M |
| Blair William & Co. | 0.01% | Add +3.3% | 42,394 | $4.1M |
| Future Financial Wealth Managment LLC | 2.92% | Add +3.5% | 42,178 | $4.1M |
| Raymond James Trust N.A. | 0.09% | Reduce -0.4% | 42,059 | $4.1M |
| Westshore Wealth, LLC | 1.66% | Add +0.2% | 41,836 | $4.1M |
| Lunt Capital Management, Inc. | 1.89% | Add +29.1% | 41,684 | $4.0M |
| Boston Family Office LLC | 0.27% | Add +2.8% | 41,178 | $4.0M |
| Parametrica Management Ltd | 4.73% | New | 41,000 | $4.0M |
| McCarthy & Cox | 1.52% | Reduce -22.3% | 40,864 | $4.0M |
| PSI Advisors, LLC | 1.14% | Add +10.4% | 40,265 | $3.9M |
| Transform Wealth, LLC | 0.26% | Add +77.0% | 40,001 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -3.8% | 39,640 | $3.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -80.4% | 39,615 | $3.8M |
| Anson Capital, Inc. | 3.42% | Reduce -6.9% | 39,533 | $3.8M |
| Sunpointe, LLC | 3.15% | Add +23.0% | 39,453 | $3.8M |
| Trajan Wealth LLC | 0.22% | Reduce -0.3% | 39,325 | $3.8M |
| Chris Bulman Inc | 2.58% | Add +7.4% | 39,158 | $3.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +75.7% | 39,099 | $3.8M |
| Darwin Wealth Management, LLC | 1.03% | Add +212.2% | 38,760 | $3.8M |
| Roberts Glore & Co. Inc. | 1.08% | Reduce -1.4% | 38,480 | $3.7M |
| Advisor OS, LLC | 0.37% | Add +18.9% | 38,394 | $3.7M |
| Cascade Financial Partners, LLC | 0.46% | No change | 38,325 | $3.7M |
| Kraft, Davis & Associates, LLC | 1.07% | Add +1.0% | 38,099 | $3.6M |
| VitalStone Financial, LLC | 2.41% | Reduce -11.7% | 36,515 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 36,433 | $3.5M |
| Collaborative Wealth Managment Inc. | 1.59% | Reduce -0.3% | 36,209 | $3.5M |
| Paragon Advisors, LLC | 1.12% | Add +4.4% | 35,632 | $3.5M |
| SFG Wealth Management, LLC. | 1.77% | Reduce -0.1% | 34,386 | $3.3M |
| Rooted Wealth Advisors, Inc. | 1.47% | Reduce -49.4% | 34,463 | $3.3M |
| Cookson Peirce & Co. Inc. | 0.15% | Reduce -5.8% | 33,394 | $3.2M |
| Stonebridge Financial Planning Group, LLC | 1.53% | Add +30.4% | 33,094 | $3.2M |
| Schorn Wealth LLC | 1.07% | Reduce -22.7% | 32,484 | $3.1M |
| Financial Partners Group, LLC | 1.17% | Add +1.4% | 32,223 | $3.1M |
| KPP Advisory Services LLC | 0.75% | Add +7.9% | 32,066 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Add +13.8% | 31,776 | $3.1M |
| FMR LLC | 0.00% | Add +8.6% | 31,533 | $3.1M |
| Compound Planning, Inc. | 0.19% | Add +1.8% | 31,245 | $3.0M |
| XML Financial, LLC | 0.27% | Add +28.7% | 30,522 | $3.0M |
| White Knight Strategic Wealth Advisors, LLC | 2.62% | Reduce -2.0% | 29,846 | $2.9M |
| Liberty One Investment Management, LLC | 0.29% | Add +0.2% | 29,273 | $2.8M |
| Opal Wealth Advisors, LLC | 0.88% | Add +3.8% | 28,985 | $2.8M |
| Rollins Financial Advisors, LLC | 0.46% | Reduce -19.6% | 28,408 | $2.8M |
| Realta Investment Advisors | 1.26% | Reduce -2.9% | 28,201 | $2.7M |
| Flow Traders U.S. LLC | 0.14% | Reduce -13.7% | 27,893 | $2.7M |
| BCS Wealth Management | 1.13% | Reduce -2.2% | 27,519 | $2.7M |
| Creekside Partners | 1.38% | Add +3.4% | 27,451 | $2.7M |
| Lansing Street Advisors | 0.97% | Add +8.7% | 27,127 | $2.6M |
| SimpliFi, Inc. | 1.16% | Reduce -2.0% | 26,993 | $2.6M |
| PCG Wealth Advisors, LLC | 0.98% | Reduce -36.1% | 26,328 | $2.6M |
| Edge Financial Advisors LLC | 2.26% | Add +12.8% | 26,263 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -5.7% | 26,193 | $2.5M |
| HHM Wealth Advisors, LLC | 0.35% | Add +2.8% | 25,551 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -0.1% | 25,411 | $2.5M |
| Inspire Advisors, LLC | 0.30% | Reduce -4.4% | 25,326 | $2.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.85% | Add +1.7% | 25,170 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 25,060 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +3.7% | 24,610 | $2.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +31.4% | 24,599 | $2.4M |
| 9258 Wealth Management, LLC | 0.35% | Reduce -1.6% | 24,573 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +3.0% | 24,453 | $2.4M |
| EWG Elevate Inc. | 0.95% | Reduce -23.6% | 24,435 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +7.8% | 24,242 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Add +8.6% | 24,058 | $2.3M |
| Treynor Bancshares, Inc. | 2.38% | Add +22.6% | 23,979 | $2.3M |
| Northern Trust Corp. | 0.00% | Add +29.2% | 23,756 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +24.1% | 23,677 | $2.3M |
| Cross Staff Investments Inc | 1.76% | Reduce -2.0% | 23,475 | $2.3M |
| Lifeworks Advisors, LLC | 0.44% | Reduce -6.1% | 23,153 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Add +199.7% | 22,796 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +5.9% | 21,946 | $2.1M |
| Triumph Capital Management | 0.76% | Add +1.6% | 21,939 | $2.1M |
| Oliver Luxxe Assets LLC | 0.38% | Add +0.9% | 21,845 | $2.1M |
| Gries Financial LLC | 0.39% | Add +72.3% | 21,671 | $2.1M |
| Berger Financial Group, Inc | 0.15% | Reduce -6.3% | 21,548 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +2.5% | 21,317 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.65% | No change | 20,992 | $2.0M |
| Cutler Capital Management, LLC | 0.88% | Add +11.6% | 20,899 | $2.0M |
| Fca Corp. | 0.62% | Add +2.5% | 20,885 | $2.0M |
| National Bank of Canada | 0.00% | Add +3.1% | 20,259 | $2.0M |
| GTS Securities LLC | 0.04% | Reduce -75.5% | 19,989 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | No change | 19,813 | $1.9M |
| Meridian Wealth Management, LLC | 0.09% | Add +2.8% | 19,322 | $1.9M |
| Summit Wealth Partners, LLC | 0.36% | Reduce -0.7% | 19,214 | $1.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.68% | Reduce -0.4% | 19,169 | $1.9M |
| Marshall Financial Group, LLC | 0.44% | New | 18,806 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -64.2% | 18,715 | $1.8M |
| Endowment Wealth Management, Inc. | 1.19% | Add +10.1% | 18,653 | $1.8M |
| United Community Bank | 0.70% | Reduce -8.5% | 18,595 | $1.8M |
| Larson Financial Group LLC | 0.10% | Add +19.5% | 18,419 | $1.8M |
| Keeler Thomas Management LLC | 0.56% | Add +127.7% | 18,305 | $1.8M |
| Dumont & Blake Investment Advisors LLC | 0.47% | Reduce -49.1% | 18,154 | $1.8M |
| Main Street Financial Solutions, LLC | 0.16% | Add +23.3% | 17,943 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +7.4% | 17,810 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +14.1% | 17,278 | $1.7M |
| MADDEN SECURITIES Corp | 0.71% | Reduce -3.1% | 17,000 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -58.6% | 16,643 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.2% | 16,473 | $1.6M |
| RFG Advisory, LLC | 0.05% | Reduce -0.4% | 16,250 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.72% | Add +13.8% | 16,128 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Add +9.7% | 16,034 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +9.7% | 16,034 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.21% | No change | 15,874 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 15,580 | $1.5M |
| AQR Capital Management | 0.00% | Add +309.9% | 15,576 | $1.5M |
| Patten Group, Inc. | 0.34% | Reduce -3.6% | 15,570 | $1.5M |
| Castleview Partners, LLC | 0.87% | Add +1.6% | 15,487 | $1.5M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -14.0% | 15,482 | $1.5M |
| Cozad Asset Management Inc. | 0.14% | No change | 15,308 | $1.5M |
| Wolff Wiese Magana LLC | 1.01% | Reduce -3.0% | 15,193 | $1.5M |
| Lifestyle Asset Management, Inc. | 0.81% | Reduce -0.1% | 15,170 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -6.2% | 15,159 | $1.5M |
| Defined Wealth Management, LLC | 0.92% | Reduce -0.7% | 14,607 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +217.9% | 14,429 | $1.4M |
| Uptick Partners, LLC | 0.59% | Reduce -36.9% | 14,387 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -65.0% | 14,291 | $1.4M |
| Able Wealth Management LLC | 1.04% | New | 14,191 | $1.4M |
| Mendel Money Management | 0.59% | Add +366.0% | 14,092 | $1.4M |
| Smith Thornton Advisors LLC | 0.88% | Add +4.1% | 13,835 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 13,780 | $1.3M |
| Hudson Value Partners, LLC | 0.51% | Add +6.3% | 13,609 | $1.3M |
| United Advisor Group, LLC | 0.30% | Add +59.9% | 13,515 | $1.3M |
| Warner Financial, Inc. | 0.54% | No change | 12,629 | $1.2M |
| M3 Advisory Group, LLC | 0.90% | Add +9.3% | 12,591 | $1.2M |
| L & S Advisors Inc | 0.14% | Add +67.9% | 12,403 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.2M |
| Principle Wealth Partners LLC | 0.08% | Reduce -3.1% | 12,239 | $1.2M |
| Soundwatch Capital LLC | 0.19% | New | 12,196 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +9.7% | 11,820 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -54.8% | 11,699 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -2.1% | 11,696 | $1.1M |
| Concord Wealth Partners | 0.19% | Reduce -19.3% | 11,527 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.33% | Add +80.3% | 11,301 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 11,229 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +42.3% | 11,224 | $1.1M |
| Rothschild Wealth LLC | 0.32% | Reduce -0.9% | 11,150 | $1.1M |
| Phoenix Financial Ltd. | 0.02% | Reduce -13.9% | 10,931 | $1.1M |
| ProVise Management Group, LLC | 0.08% | Reduce -2.3% | 10,915 | $1.1M |
| Meitav Investment House Ltd. | 0.02% | Add +64.0% | 11,000 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -55.7% | 10,922 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +166.5% | 10,710 | $1.0M |
| Founders Financial Securities LLC | 0.09% | Add +14.7% | 10,606 | $1.0M |
| Ascension Capital Advisors, Inc. | 0.48% | Reduce -1.6% | 10,603 | $1.0M |
| Mission Wealth Management, LP | 0.03% | Add +2.9% | 10,511 | $1.0M |
| All Season Financial Advisors, Inc. | 0.86% | New | 10,394 | $1.0M |
| Phraction Management LLC | 0.38% | No change | 10,345 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -25.8% | 10,352 | $995K |
| AlphaStar Capital Management, LLC | 0.08% | New | 10,071 | $976K |
| SageView Advisory Group, LLC | 0.05% | Reduce -44.4% | 10,047 | $974K |
| First Community Trust NA | 0.79% | No change | 9,977 | $967K |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 10,560 | $966K |
| Capasso Planning Partners LLC | 0.28% | Reduce -18.1% | 9,874 | $957K |
| Root Financial Partners, LLC | 0.15% | No change | 9,648 | $935K |
| Nilsine Partners, LLC | 0.12% | Reduce -23.4% | 9,574 | $928K |
| First Heartland Consultants, Inc. | 0.10% | Reduce -45.4% | 9,535 | $924K |
| Bright Futures Wealth Management, LLC. | 0.45% | Add +3.6% | 9,645 | $922K |
| Resurgent Financial Advisors LLC | 0.53% | Add +0.6% | 9,389 | $910K |
| Anchor Investment Management, LLC | 0.08% | Reduce -2.1% | 9,250 | $897K |
| Focus Partners Wealth | 0.00% | Reduce -58.5% | 21,430 | $891K |
| Scotia Capital Inc. | 0.00% | Reduce -5.2% | 8,976 | $870K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +1.3% | 8,935 | $866K |
| Kaydan Wealth Management, Inc. | 0.25% | No change | 8,808 | $854K |
| Atlas Wealth LLC | 0.54% | Add +2.0% | 8,780 | $851K |
| HSBC Holdings PLC | 0.00% | Add +220.4% | 8,605 | $834K |
| Atlas Capital Advisors Inc. | 0.13% | Add +4.8% | 8,599 | $834K |
| Walled Lake Planning & Wealth Management, LLC | 0.31% | Add +3.5% | 8,548 | $829K |
| Trilogy Capital Inc. | 0.04% | Add +0.3% | 8,427 | $817K |
| Beckerman Institutional, LLC | 0.68% | — | 8,385 | $813K |
| Petra Financial Advisors Inc. | 0.53% | New | 8,346 | $809K |
| Keystone Financial Group | 0.10% | New | 8,195 | $795K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -3.0% | 8,160 | $791K |
| Van Den Berg Management I, Inc. | 0.23% | Reduce -25.3% | 8,121 | $787K |
| Balboa Wealth Partners | 0.20% | Add +21.0% | 8,104 | $786K |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.0% | 8,020 | $778K |
| FSC Wealth Advisors, LLC | 0.55% | Reduce -0.4% | 7,954 | $771K |
| Legacy Private Trust Co. | 0.05% | Reduce -0.1% | 7,951 | $771K |
| Autumn Glory Partners, LLC | 0.30% | Reduce -4.4% | 7,911 | $768K |
| Arq Wealth Advisors, LLC | 0.29% | Add +9.1% | 8,029 | $765K |
| Clarus Group, Inc. | 0.32% | Reduce -0.3% | 7,846 | $761K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -2.5% | 7,691 | $746K |
| Zurich Insurance Group Ltd | 0.01% | No change | 7,748 | $744K |
| Quartz Partners, LLC | 0.47% | — | 7,667 | $743K |
| Valued Retirements, Inc. | 1.02% | No change | 7,661 | $743K |
| Calton & Associates, Inc. | 0.27% | New | 7,408 | $718K |
| WealthBridge Capital Management, LLC | 0.21% | Reduce -19.1% | 7,367 | $714K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.6% | 7,314 | $709K |
| Samalin Investment Counsel, LLC | 0.31% | Add +7.4% | 7,313 | $709K |
| MGB Wealth Management, LLC | 0.26% | No change | 7,256 | $703K |
| Ameritas Advisory Services, LLC | 0.03% | Add +32.8% | 7,092 | $688K |
| Hilltop Holdings Inc. | 0.04% | New | 7,026 | $681K |
| Randolph Co Inc | 0.08% | Reduce -2.6% | 6,953 | $674K |
| Accurate Wealth Management, LLC | 0.13% | New | 6,898 | $670K |
| Western Pacific Wealth Management, LP | 0.44% | Add +31.1% | 6,751 | $655K |
| Etfidea, LLC | 0.21% | Reduce -7.8% | 6,716 | $651K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -89.0% | 6,674 | $647K |
| 360 Financial, Inc. | 0.24% | No change | 6,599 | $640K |
| Princeton Global Asset Management LLC | 0.12% | Reduce -4.0% | 6,525 | $633K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +13.5% | 6,337 | $614K |
| Peninsula Wealth, LLC | 0.11% | No change | 6,291 | $613K |
| First Horizon Advisors, Inc. | 0.02% | Add +3.1% | 6,321 | $613K |
| Moors & Cabot, Inc. | 0.03% | Add +8.0% | 6,277 | $609K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +3.4% | 6,252 | $606K |
| 1620 Investment Advisors, Inc. | 0.45% | Add +24.0% | 6,227 | $604K |
| Beck Capital Management, LLC | 0.16% | Add +1.4% | 6,210 | $602K |
| Southland Equity Partners LLC | 0.14% | Reduce -0.1% | 5,939 | $576K |
| Private Trust Co. NA | 0.06% | Reduce -30.6% | 5,937 | $576K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -7.5% | 5,873 | $569K |
| AE Wealth Management LLC | 0.01% | Reduce -5.8% | 5,821 | $564K |
| Lake Street Advisors Group, LLC | 0.03% | Add +26.9% | 5,806 | $563K |
| Lanark Financial, Inc. | 0.05% | Add +5.8% | 5,779 | $560K |
| Iams Wealth Management, LLC | 0.27% | Reduce -33.9% | 5,754 | $558K |
| Money Concepts Capital Corp. | 0.04% | Reduce -2.3% | 5,744 | $557K |
| Landaas & Co. /Wi | 0.15% | No change | 5,693 | $552K |
| Vision Capital Management, Inc. | 0.08% | Reduce -0.6% | 5,596 | $543K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +11.6% | 5,545 | $538K |
| Gotham Asset Management | 0.01% | New | 5,509 | $534K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Reduce -25.8% | 5,494 | $533K |
| Accelerate Investment Advisors LLC | 0.51% | — | 5,429 | $526K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 5,413 | $525K |
| Perennial Investment Advisors, LLC | 0.07% | Add +10.5% | 5,364 | $520K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.1% | 5,296 | $513K |
| New Insight Wealth Advisors | 0.27% | No change | 5,290 | $513K |
| Kovack Advisors, Inc. | 0.05% | Add +0.1% | 5,268 | $511K |
| NFSG Corp | 0.18% | Reduce -34.1% | 5,197 | $504K |
| Asset Dedication, LLC | 0.03% | No change | 5,192 | $503K |
| Prudential Financial Inc. | 0.00% | Reduce -49.6% | 5,181 | $502K |
| Fairscale Capital, LLC | 0.43% | Reduce -3.3% | 5,118 | $496K |
| Dash Acquisitions Inc. | 0.12% | No change | 5,172 | $495K |
| QSV Equity Investors LLC | 0.46% | No change | 5,103 | $495K |
| Bank of Montreal | 0.00% | Add +2.0% | 5,065 | $491K |
| Swmg, LLC | 0.20% | Add +3.5% | 4,977 | $485K |
| Intrua Financial, LLC | 0.08% | Reduce -15.8% | 4,920 | $477K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -30.6% | 4,843 | $470K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,748 | $460K |
| Blossom Wealth Management | 0.92% | Add +5.3% | 4,728 | $458K |
| Sageworth Trust Co of South Dakota | 0.58% | No change | 4,679 | $454K |
| CFO4Life Group, LLC | 0.08% | Reduce -3.9% | 4,657 | $451K |
| Welch & Forbes LLC | 0.01% | No change | 4,656 | $451K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.9% | 4,559 | $442K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -1.3% | 4,585 | $441K |
| Assetmark, Inc. | 0.00% | Add +69.9% | 4,466 | $433K |
| Family Capital Management, Inc. | 0.28% | No change | 4,451 | $432K |
| FAS Wealth Partners, Inc. | 0.03% | Add +26.6% | 4,394 | $426K |
| Townsquare Capital LLC | 0.01% | Add +26.2% | 4,377 | $424K |
| PFG Advisors | 0.03% | Reduce -0.2% | 4,339 | $421K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 4,335 | $420K |
| Colonial River Investments, LLC | 0.21% | Add +2.9% | 4,288 | $416K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.9% | 4,288 | $416K |
| Tritonpoint Wealth, LLC | 0.04% | Add +19.3% | 4,268 | $413K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Add +19.0% | 4,229 | $410K |
| Atlas Brown,Inc. | 0.14% | Add +3.9% | 4,152 | $402K |
| IPG Investment Advisors LLC | 0.09% | Add +18.4% | 4,135 | $401K |
| Legacy Financial Strategies, LLC | 0.09% | New | 4,111 | $399K |
| Johnson Investment Counsel Inc. | 0.00% | Add +25.5% | 4,109 | $398K |
| Clarity Capital Partners LLC | 0.23% | Reduce -9.6% | 4,105 | $398K |
| Stiles Financial Services Inc | 0.14% | No change | 4,060 | $394K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.6% | 4,046 | $392K |
| Old Second National Bank of Aurora | 0.09% | Reduce -5.3% | 4,036 | $391K |
| Weaver Consulting Group | 0.12% | No change | 4,023 | $390K |
| Advisors Capital Management, LLC | 0.01% | Add +0.3% | 3,996 | $387K |
| Piedmont Capital Management, LLC | 0.23% | Reduce -8.0% | 3,880 | $379K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +8.6% | 3,761 | $365K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 3,756 | $364K |
| Peterson Financial Group, Inc. | 1.39% | Add +0.3% | 3,714 | $360K |
| Spire Wealth Management | 0.01% | Reduce -18.8% | 3,684 | $357K |
| Bank of Hawaii | 0.01% | No change | 3,634 | $352K |
| National Wealth Management Group, LLC | 0.24% | New | 3,590 | $348K |
| Savant Capital, LLC | 0.00% | Reduce -1.8% | 3,531 | $342K |
| First American Trust, FSB | 0.03% | Add +38.1% | 3,484 | $338K |
| Madden Advisory Services, Inc. | 0.15% | New | 3,474 | $337K |
| TD Capital Management LLC | 0.03% | No change | 3,463 | $336K |
| Main Street Research LLC | 0.02% | New | 3,422 | $332K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -0.9% | 3,393 | $329K |
| JT Stratford LLC | 0.06% | New | 3,360 | $326K |
| Debussy Capital Management LP | 0.09% | No change | 3,324 | $322K |
| Westend Capital Management, LLC | 0.11% | No change | 3,272 | $317K |
| Park Avenue Securities LLC | 0.00% | Add +17.1% | 3,273 | $317K |
| Ameliora Wealth Management Ltd. | 0.13% | No change | 3,250 | $315K |
| Prosperity Consulting Group, LLC | 0.02% | New | 3,243 | $314K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -5.6% | 3,202 | $310K |
| Renaissance Technologies | 0.00% | New | 3,200 | $310K |
| Freestone Capital Holdings, LLC | 0.01% | Add +31.5% | 3,176 | $308K |
| Mirador Capital Partners LP | 0.05% | No change | 3,138 | $304K |
| Barnett & Company, Inc. | 0.20% | Reduce -2.0% | 3,105 | $301K |
| Hancock Whitney Corp. | 0.01% | No change | 3,094 | $300K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -34.9% | 3,075 | $298K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -4.4% | 3,064 | $297K |
| Essex Bank | 0.07% | Reduce -3.6% | 3,007 | $292K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -79.5% | 3,047 | $291K |
| Glassy Mountain Advisors, Inc. | 0.10% | Add +11.7% | 3,002 | $291K |
| Private Client Services, LLC | 0.15% | Add +1.9% | 2,956 | $287K |
| One Capital Management, LLC | 0.01% | No change | 2,956 | $287K |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.7% | 2,946 | $286K |
| Mgo One Seven LLC | 0.01% | Reduce -5.2% | 2,929 | $284K |
| WMS Partners, LLC | 0.02% | New | 2,921 | $283K |
| Two Sigma Securities, LLC | 0.02% | Reduce -85.5% | 2,919 | $283K |
| CoreCap Advisors, LLC | 0.01% | Add +272.4% | 2,916 | $283K |
| Wolff Financial Management LLC | 0.08% | Reduce -38.3% | 2,906 | $282K |
| CapWealth Advisors, LLC | 0.03% | New | 2,867 | $278K |
| Fairhaven Wealth Management, LLC | 0.09% | Reduce -9.9% | 2,863 | $278K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +4.6% | 2,826 | $274K |
| Miller Investment Management, LP | 0.03% | No change | 2,805 | $272K |
| Regal Investment Advisors LLC | 0.02% | Reduce -20.6% | 2,741 | $266K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -50.5% | 2,679 | $260K |
| Commerce Bank | 0.00% | Add +8.1% | 2,678 | $260K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.2% | 2,633 | $255K |
| Red Mountain Financial, LLC | 0.27% | Add +4.2% | 2,617 | $254K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,600 | $252K |
| Sensible Money, LLC | 0.11% | No change | 2,589 | $251K |
| Clare Market Investments LLC | 0.07% | Reduce -3.7% | 2,577 | $250K |
| Waddell & Associates, LLC | 0.03% | Add +4.9% | 2,538 | $246K |
| LPF Advisors LLC | 0.21% | No change | 2,530 | $245K |
| HUB Investment Partners, LLC | 0.01% | Reduce -6.3% | 2,522 | $245K |
| Seaview Investment Managers LLC | 0.07% | Reduce -9.5% | 2,503 | $243K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +44.6% | 2,483 | $242K |
| Burt Wealth Advisors | 0.06% | Reduce -10.4% | 2,476 | $240K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,467 | $239K |
| Willner & Heller, LLC | 0.21% | No change | 2,463 | $239K |
| Avaii Wealth Management, LLC | 0.12% | No change | 2,422 | $235K |
| Private Capital Management LLC | 0.04% | No change | 2,411 | $234K |
| Portside Wealth Group, LLC | 0.04% | New | 2,363 | $229K |
| Tealwood Asset Management Inc. | 0.10% | New | 2,343 | $227K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.9% | 2,333 | $226K |
| Regions Financial Corp. | 0.00% | Reduce -1.8% | 2,307 | $224K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,280 | $221K |
| Mosaic Financial Group, LLC | 0.16% | No change | 2,283 | $221K |
| Texas Yale Capital Corp. | 0.01% | New | 2,250 | $218K |
| Key Financial Inc | 0.05% | No change | 2,242 | $217K |
| Thomasville National Bank | 0.02% | New | 2,234 | $217K |
| Traction Financial Partners, LLC | 0.17% | No change | 2,223 | $216K |
| Advisory Services Network, LLC | 0.00% | No change | 2,483 | $215K |
| Moneco Advisors, LLC | 0.03% | Reduce -5.6% | 2,218 | $215K |
| BIP Wealth, LLC | 0.01% | New | 2,209 | $214K |
| Brown Brothers Harriman & Co. | 0.00% | Add +61.7% | 2,162 | $210K |
| Crewe Advisors LLC | 0.02% | Reduce -33.9% | 2,133 | $207K |
| MSH Capital Advisors LLC | 0.06% | New | 2,113 | $205K |
| Saxony Capital Management, LLC | 0.19% | New | 2,087 | $202K |
| Family Asset Management, LLC | 0.12% | No change | 2,000 | $194K |
| Parallel Advisors, LLC | 0.00% | No change | 1,943 | $188K |
| Optiver Holding B.V. | 0.00% | New | 1,904 | $185K |
| Lowe Wealth Advisors, LLC | 0.08% | Add +1.9% | 1,875 | $182K |
| Pathway Financial Advisers, LLC | 0.08% | Add +0.7% | 1,816 | $176K |
| Rothschild Investment LLC | 0.01% | No change | 1,728 | $168K |
| Coastline Trust Co | 0.02% | New | 1,506 | $146K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,500 | $145K |
| Wintrust Investments LLC | 0.11% | Reduce -89.7% | 1,471 | $142K |
| BlackRock, Inc. | 0.00% | — | 1,250 | $121K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $116K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -45.4% | 1,190 | $115K |
| NorthRock Partners, LLC | 0.00% | No change | 1,170 | $113K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.5% | 1,085 | $105K |
| First PREMIER Bank | 0.03% | No change | 1,065 | $103K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -2.9% | 917 | $89K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $88K |
| Financial Freedom, LLC | 0.05% | No change | 889 | $86K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 845 | $82K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $81K |
| Founders Financial Alliance, LLC | 0.02% | No change | 832 | $81K |
| Annapolis Financial Services, LLC | 0.02% | No change | 812 | $79K |
| Capital Analysts, LLC | 0.00% | Reduce -68.6% | 803 | $78K |
| Farther Finance Advisors, LLC | 0.00% | No change | 767 | $74K |
| Truvestments Capital LLC | 0.02% | New | 722 | $70K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +70000.0% | 701 | $68K |
| Signaturefd, LLC | 0.00% | No change | 700 | $68K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $64K |
| Glassman Wealth Services | 0.01% | No change | 634 | $61K |
| Centerpoint Advisors, LLC | 0.02% | No change | 616 | $60K |
| Barclays PLC | 0.00% | No change | 606 | $59K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $58K |
| Fifth Third Bancorp | 0.00% | Add +16.2% | 581 | $56K |
| Sound Income Strategies, LLC | 0.00% | No change | 534 | $52K |
| Continuum Advisory, LLC | 0.01% | No change | 531 | $51K |
| Clearstead Trust, LLC | 0.01% | No change | 501 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | Add +19.1% | 498 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -67.7% | 484 | $47K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -16.2% | 481 | $47K |
| Fairman Group, LLC | 0.04% | No change | 475 | $46K |
| Hilltop National Bank | 0.01% | New | 450 | $44K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $44K |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.0% | 410 | $40K |
| Addison Advisors LLC | 0.01% | No change | 405 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $39K |
| Pinnacle Financial Partners Inc | 0.00% | Add +81.1% | 373 | $36K |
| Sandy Spring Bank | 0.00% | No change | 360 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 322 | $31K |
| Pflug Koory, LLC | 0.00% | — | 309 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 300 | $29K |
| Bessemer Group Inc. | 0.00% | Add +115.8% | 300 | $29K |
| Hartford Financial Management Inc. | 0.01% | Add +13.8% | 281 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +7.7% | 279 | $27K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 277 | $27K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $26K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -6.9% | 242 | $23K |
| Tsfg, LLC | 0.00% | No change | 221 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $19K |
| Arax Advisory Partners | 0.00% | No change | 200 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -99.9% | 169 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 165 | $16K |
| Howe & Rusling Inc. | 0.00% | New | 165 | $16K |
| Bokf, NA | 0.00% | Reduce -18.6% | 166 | $16K |
| Avion Wealth | 0.00% | No change | 164 | $15K |
| Milestone Investment Advisors LLC | 0.00% | No change | 145 | $14K |
| Hexagon Capital Partners LLC | 0.00% | No change | 124 | $12K |
| Van Eck Associates Corp. | 0.00% | Reduce -8.6% | 127 | $12K |
| Clear Point Advisors Inc. | 0.01% | No change | 103 | $10K |
| Raleigh Capital Management Inc. | 0.00% | No change | 100 | $10K |
| Bangor Savings Bank | 0.00% | New | 94 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | New | 77 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -77.4% | 67 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 63 | $6K |
| Pineridge Advisors LLC | 0.00% | Reduce -83.1% | 61 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 50 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 43 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 50 | $4K |
| Avior Wealth Management, LLC | 0.00% | Reduce -74.7% | 41 | $4K |
| MCF Advisors LLC | 0.00% | Add +850.0% | 38 | $4K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 33 | $3K |
| New Millennium Group LLC | 0.00% | No change | 31 | $3K |
| 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% | No change | 18 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -90.6% | 11 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 5 | $485 |
| 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.