Vaneck Morningstar Wide MoatMOATETF
13F holders, Q4 2024 (December 31)714holders +42
42new positions
43sold out
3famous investors
$92.74avg. 13F price*
At the end of Q4 2024, 714 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 42 from Q3 2024. 42 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($819.3M), Bank of America Corp. ($745.5M) and LPL Financial LLC ($675.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $44.6M |
| Exits | 43 | $146.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,316,656 shares bought and 5,732,662 shares sold, net −1,416,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 714 holders
| Morgan Stanley | 0.06% | Add +2.0% | 8,835,865 | $819.3M |
| Bank of America Corp. | 0.07% | Reduce -1.0% | 8,039,845 | $745.5M |
| LPL Financial LLC | 0.28% | Reduce -7.5% | 7,285,775 | $675.6M |
| Raymond James Financial Inc. | 0.19% | — | 5,420,559 | $502.6M |
| Mesirow Financial Investment Management, Inc. | 6.45% | Add +32.5% | 3,500,055 | $324.5M |
| Wells Fargo & Company | 0.06% | Add +3.0% | 2,714,039 | $251.7M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -1.5% | 2,195,450 | $203.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -1.2% | 2,017,717 | $187.1M |
| UBS Group AG | 0.04% | Reduce -1.0% | 1,900,221 | $176.2M |
| Cwm, LLC | 0.47% | Add +5.6% | 1,217,717 | $112.9M |
| Royal Bank of Canada | 0.02% | Add +2.7% | 1,138,998 | $105.6M |
| Provenance Wealth Advisors, LLC | 13.64% | Reduce -0.7% | 1,138,672 | $105.6M |
| First Foundation Advisors | 3.84% | Add +3.7% | 1,100,938 | $102.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.3% | 988,267 | $91.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +9.9% | 928,301 | $86.1M |
| Brookstone Capital Management | 1.21% | Reduce -11.7% | 896,260 | $83.1M |
| Avantax Advisory Services, Inc. | 0.51% | Add +18.2% | 869,839 | $80.7M |
| Obermeyer Wealth Partners | 4.11% | Add +3.7% | 851,412 | $78.9M |
| Southern Farm Bureau Life Insurance | 11.13% | No change | 845,027 | $78.3M |
| Osaic Holdings, Inc. | 0.17% | Add +7.8% | 824,952 | $76.5M |
| JNBA Financial Advisors | 7.77% | Add +0.6% | 820,432 | $76.1M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 772,967 | $71.7M |
| Cetera Investment Advisers | 0.15% | Add +2.5% | 766,986 | $71.1M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -6.1% | 717,267 | $67.2M |
| Jones Financial Companies LLLP | 0.06% | Add +62.0% | 680,945 | $63.1M |
| OneDigital Investment Advisors LLC | 0.72% | Reduce -9.8% | 666,851 | $61.8M |
| Employees' Retirement Fund of the City of Fort Worth | 28.62% | No change | 661,874 | $61.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 597,826 | $55.4M |
| Sfmg, LLC | 4.27% | Reduce -0.0% | 583,516 | $54.1M |
| Apexium Financial, LP | 3.25% | Add +3.5% | 576,735 | $53.5M |
| Verde Capital Management | 14.84% | Add +0.3% | 567,460 | $52.6M |
| Whitaker-Myers Wealth Managers, LTD. | 15.08% | Add +6.6% | 557,736 | $51.7M |
| TTP Investments, Inc. | 17.38% | Add +2.6% | 536,118 | $49.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -2.3% | 533,907 | $49.5M |
| Kelman-Lazarov, Inc. | 8.77% | Reduce -4.1% | 525,528 | $48.7M |
| Regatta Capital Group, LLC | 9.43% | Add +3.0% | 524,562 | $48.6M |
| Private Advisor Group, LLC | 0.27% | Reduce -6.4% | 524,467 | $48.6M |
| Stifel Financial Corp. | 0.05% | Add +9.5% | 502,251 | $46.6M |
| Financial Management Network Inc. | 9.58% | Add +1.9% | 497,594 | $46.1M |
| Ceera Investments, LLC | 15.54% | Add +4.8% | 488,039 | $45.3M |
| First International Bank & Trust | 14.60% | Add +4.1% | 486,209 | $45.1M |
| Tanager Wealth Management LLP | 5.76% | Add +7.2% | 478,593 | $44.4M |
| Leelyn Smith, LLC | 7.65% | Add +3.6% | 463,291 | $43.0M |
| Cahill Financial Advisors Inc. | 5.78% | Add +0.9% | 459,778 | $42.6M |
| Stephens Inc. | 0.53% | Reduce -0.5% | 407,723 | $37.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Reduce -6.7% | 400,000 | $37.0M |
| Harbor Group, Inc. | 7.96% | Add +3.6% | 381,873 | $35.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -35.3% | 378,586 | $35.1M |
| Summit Asset Management, LLC | 5.98% | Add +4.3% | 367,160 | $34.0M |
| G2 Capital Management, LLC / Oh | 9.70% | Add +2.2% | 354,979 | $32.9M |
| Cerity Partners LLC | 0.07% | Add +0.1% | 344,539 | $31.9M |
| Tompkins Financial Corp. | 2.95% | Add +0.2% | 342,045 | $31.7M |
| EP Wealth Advisors, LLC | 0.25% | Reduce -3.3% | 336,389 | $31.2M |
| Geneos Wealth Management Inc. | 1.08% | Add +9.2% | 333,695 | $30.9M |
| Level Four Advisory Services, LLC | 1.26% | Add +4.1% | 332,704 | $30.9M |
| Redhawk Wealth Advisors, Inc. | 4.13% | Add +4.0% | 329,488 | $30.6M |
| Smart Money Group LLC | 10.27% | Add +2.1% | 320,797 | $29.7M |
| Palo Alto Wealth Advisors, LLC | 9.98% | Reduce -1.5% | 306,674 | $28.4M |
| Steward Partners Investment Advisory, LLC | 0.25% | Reduce -0.4% | 305,871 | $28.4M |
| Planned Solutions, Inc. | 11.08% | Reduce -1.7% | 292,121 | $27.1M |
| Beaumont Financial Advisors, LLC | 1.91% | Reduce -10.4% | 273,979 | $25.4M |
| Virtus Wealth Solutions LLC | 5.95% | — | 272,452 | $25.3M |
| MinichMacGregor Wealth Management, LLC | 5.20% | Add +3.0% | 270,157 | $25.1M |
| Beaumont Asset Management, L.L.C. | 14.48% | Reduce -1.2% | 269,598 | $25.0M |
| MML Investors Services, LLC | 0.09% | Add +7.0% | 268,443 | $24.9M |
| Barings LLC | 0.58% | Add +116.4% | 260,441 | $24.2M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -0.0% | 250,703 | $24.1M |
| Visionary Wealth Advisors | 1.41% | Reduce -1.7% | 259,230 | $24.0M |
| Buttonwood Financial Advisors Inc. | 10.44% | Add +5.0% | 255,997 | $23.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.7% | 254,560 | $23.6M |
| Berkshire Money Management, Inc. | 2.52% | Add +0.8% | 249,746 | $23.2M |
| Activest Wealth Management | 6.46% | Add +5.5% | 249,052 | $23.1M |
| Ancora Advisors LLC | 0.51% | Add +5.4% | 244,248 | $22.6M |
| Ethos Financial Group, LLC | 2.89% | Add +8.9% | 238,063 | $22.1M |
| SK Wealth Management, LLC | 11.22% | Add +0.0% | 237,596 | $22.0M |
| Creative Planning | 0.02% | Add +53.8% | 233,708 | $21.7M |
| DAVENPORT & Co LLC | 0.13% | Add +4.0% | 232,234 | $21.5M |
| Foguth Wealth Management, LLC. | 5.63% | Add +43.4% | 224,264 | $21.5M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +8.0% | 231,601 | $21.5M |
| Davidson Capital Management Inc. | 5.63% | Reduce -0.7% | 230,746 | $21.4M |
| Sequoia Financial Advisors, LLC | 0.21% | Reduce -38.1% | 230,396 | $21.4M |
| Prospera Financial Services Inc | 0.49% | Reduce -1.3% | 228,053 | $21.1M |
| Apriem Advisors | 2.41% | Add +15.1% | 226,652 | $21.0M |
| TAP Consulting, LLC | 4.20% | Reduce -3.1% | 221,704 | $20.6M |
| Aspen Wealth Strategies, LLC | 12.95% | Reduce -2.9% | 218,397 | $20.3M |
| Citigroup Inc. | 0.02% | Add +5.4% | 214,519 | $19.9M |
| Eagle Strategies LLC | 3.33% | Add +8.6% | 207,689 | $19.3M |
| Sigma Planning Corp | 0.59% | Add +1.4% | 201,474 | $18.7M |
| Fiduciary Financial Group, LLC | 4.06% | Add +3.5% | 203,183 | $18.5M |
| Signal Advisors Wealth, LLC | 2.09% | Add +28.8% | 199,518 | $18.5M |
| MAI Capital Management | 0.14% | Reduce -0.0% | 199,466 | $18.5M |
| Harbour Trust & Investment Management Co | 1.99% | Add +0.9% | 188,549 | $17.5M |
| Mariner, LLC | 0.03% | Add +7.5% | 182,936 | $17.0M |
| Wealthcare Advisory Partners LLC | 0.47% | Reduce -5.3% | 182,934 | $17.0M |
| Darrow Company, Inc. | 9.69% | Reduce -0.0% | 180,146 | $16.7M |
| IFP Advisors, Inc | 0.54% | Add +9.2% | 178,415 | $16.5M |
| New England Private Wealth Advisors LLC | 2.61% | Reduce -21.6% | 177,486 | $16.5M |
| S.E.E.D. Planning Group LLC | 5.30% | Add +15.9% | 171,268 | $15.9M |
| Philip James Wealth Mangement, LLC | 2.08% | Add +2.3% | 167,036 | $15.5M |
| Journey Strategic Wealth LLC | 0.57% | Add +14.8% | 164,899 | $15.3M |
| WealthPLAN Partners, LLC | 2.15% | Reduce -3.6% | 163,143 | $15.1M |
| Richmond Investment Services, LLC | 8.42% | — | 161,838 | $15.0M |
| Alpha Omega Group, Inc. | 17.44% | Add +1.5% | 159,617 | $14.8M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -1.9% | 158,795 | $14.7M |
| Kathleen S. Wright Associates Inc. | 6.03% | Add +8.3% | 156,180 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -8.4% | 154,777 | $14.4M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +5.1% | 152,503 | $14.1M |
| Eubel Brady & Suttman Asset Management Inc. | 1.99% | Add +100.6% | 150,528 | $14.0M |
| Flagstar Securities, Inc. | 3.47% | Add +8.2% | 150,054 | $13.9M |
| Etesian Wealth Advisors, Inc. | 5.98% | Add +20.6% | 145,778 | $13.5M |
| Family Office Research LLC | 5.89% | — | 144,906 | $13.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.38% | Reduce -68.8% | 144,619 | $13.4M |
| HBW Advisory Services LLC | 1.35% | Add +1.1% | 142,259 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 138,976 | $12.9M |
| Onyx Bridge Wealth Group LLC | 1.85% | Add +1.6% | 138,740 | $12.9M |
| Independent Financial Group, LLC | 0.42% | Add +12.5% | 137,283 | $12.7M |
| Ruggaard & Associates LLC | 5.49% | Add +1.2% | 135,025 | $12.5M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Reduce -4.4% | 133,677 | $12.4M |
| Altus Wealth Group LLC | 5.47% | Reduce -14.3% | 133,328 | $12.4M |
| Boyce & Associates Wealth Consulting, Inc. | 12.47% | Reduce -1.8% | 132,973 | $12.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.3% | 132,315 | $12.3M |
| Fermata Advisors, LLC | 2.28% | Add +18.1% | 131,496 | $12.2M |
| Graver Capital Management, LLC | 12.57% | — | 129,696 | $12.0M |
| Sierra Ocean, LLC | 9.57% | — | 126,428 | $11.7M |
| Oppenheimer & Co. Inc. | 0.17% | Add +4.3% | 123,358 | $11.4M |
| Thoroughbred Financial Services, LLC | 0.69% | Reduce -1.1% | 122,465 | $11.4M |
| Archford Capital Strategies, LLC | 1.71% | Reduce -8.6% | 121,783 | $11.3M |
| Patton Albertson Miller Group, LLC | 1.48% | Reduce -37.9% | 119,574 | $11.1M |
| Cornerstone Advisory, LLC | 1.26% | Add +16.8% | 120,943 | $11.1M |
| Objectivity Squared, LLC | 7.53% | Add +2.5% | 118,806 | $10.8M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 117,950 | $10.8M |
| James J. Burns & Company, LLC | 1.87% | Add +8.9% | 115,668 | $10.7M |
| Plotkin Financial Advisors, LLC | 6.36% | Add +1.0% | 115,481 | $10.7M |
| Ogorek Anthony Joseph /NY/ | 3.39% | Reduce -7.0% | 115,061 | $10.7M |
| Roundview Capital LLC | 0.73% | Reduce -0.1% | 112,862 | $10.5M |
| Atria Investments, Inc | 0.13% | Reduce -32.6% | 111,881 | $10.4M |
| Smith Anglin Financial, LLC | 0.97% | Reduce -6.6% | 111,690 | $10.4M |
| US Financial Advisors, LLC | 3.18% | Add +1.4% | 111,362 | $10.3M |
| NewEdge Advisors, LLC | 0.06% | Add +1.1% | 111,123 | $10.3M |
| Aberdeen Group plc | 0.02% | Reduce -17.5% | 109,013 | $10.1M |
| Independent Advisor Alliance | 0.13% | New | 107,509 | $10.0M |
| Goldstone Financial Group, LLC | 1.53% | Add +4.5% | 105,494 | $9.8M |
| Farther Finance Advisors, LLC | 0.35% | Add +13634.4% | 105,343 | $9.8M |
| Farrow Financial, Inc. | 6.28% | Reduce -1.1% | 104,591 | $9.7M |
| Morningstar Investment Services LLC | 0.86% | Reduce -85.1% | 102,411 | $9.5M |
| Novare Capital Management LLC | 0.80% | Add +3.5% | 102,003 | $9.5M |
| &partners | 0.11% | Add +9.5% | 100,411 | $9.3M |
| Equitable Holdings, Inc. | 0.09% | Add +7.5% | 99,758 | $9.3M |
| EnRich Financial Partners LLC | 3.08% | Reduce -2.9% | 99,623 | $9.2M |
| Unique Wealth Strategies, LLC | 4.02% | Reduce -0.3% | 98,683 | $9.2M |
| Long Island Wealth Management, Inc. | 5.64% | New | 97,130 | $9.0M |
| Allen Capital Group, LLC | 1.09% | Reduce -2.7% | 95,941 | $8.9M |
| Acorn Wealth Advisors, LLC | 3.62% | Add +5.2% | 94,558 | $8.8M |
| Marshall & Sterling Wealth Advisors Inc. | 6.05% | — | 94,394 | $8.8M |
| Flynn Zito Capital Management, LLC | 4.05% | Reduce -5.7% | 93,857 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -40.8% | 93,798 | $8.7M |
| Allworth Financial LP | 0.05% | Reduce -3.2% | 90,412 | $8.6M |
| Pursue Wealth Partners LLC | 4.81% | Reduce -0.1% | 90,570 | $8.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -25.6% | 89,323 | $8.3M |
| TPG Advisors LLC | 6.47% | Add +0.8% | 89,300 | $8.3M |
| Comerica Bank | 0.03% | Add +28.9% | 88,350 | $8.2M |
| Boomfish Wealth Group, LLC | 4.96% | Add +0.8% | 88,109 | $8.2M |
| Howard Financial Services, LTD. | 1.10% | Add +4.4% | 87,380 | $8.1M |
| Magnolia Capital Advisors LLC | 2.07% | Add +2.7% | 86,160 | $8.0M |
| Laurel Wealth Planning LLC | 5.14% | Reduce -9.7% | 85,999 | $8.0M |
| Advisor Resource Council | 5.65% | New | 84,884 | $7.9M |
| Accredited Wealth Management, LLC | 6.82% | — | 84,076 | $7.8M |
| FWG Holdings, LLC | 3.67% | Add +3.8% | 80,969 | $7.7M |
| Compass Advisory Group LLC | 2.71% | New | 81,550 | $7.6M |
| Perigon Wealth Management, LLC | 0.19% | Add +14.2% | 80,499 | $7.5M |
| Essex Financial Services, Inc. | 0.53% | Reduce -5.4% | 80,290 | $7.4M |
| Assetmark, Inc. | 0.02% | Add +1659.8% | 78,592 | $7.3M |
| Copley Financial Group, Inc. | 5.38% | Add +72.4% | 75,710 | $7.0M |
| Betterment LLC | 0.02% | Add +3.2% | 75,622 | $7.0M |
| Financial Advocates Investment Management | 0.39% | Add +2.0% | 74,052 | $6.9M |
| NorthCrest Asset Manangement, LLC | 0.20% | Add +2.3% | 73,773 | $6.8M |
| IHT Wealth Management, LLC | 0.22% | Add +3.1% | 73,729 | $6.8M |
| Sterling Investment Advisors, Ltd. | 1.65% | Add +5.9% | 73,405 | $6.8M |
| Argent Trust Co | 0.27% | Reduce -5.0% | 70,809 | $6.6M |
| Wimmer Associates 1, LLC | 3.24% | Reduce -1.9% | 70,775 | $6.6M |
| Fifth Third Securities, Inc. | 0.56% | Reduce -1.8% | 70,526 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +4.3% | 70,210 | $6.5M |
| World Investment Advisors | 0.17% | Reduce -0.3% | 68,356 | $6.3M |
| Western Wealth Management, LLC | 0.34% | Reduce -10.3% | 68,246 | $6.3M |
| Snider Financial Group | 1.92% | Reduce -0.1% | 66,759 | $6.2M |
| Avalon Capital Management | 1.99% | Reduce -3.0% | 66,551 | $6.2M |
| Ferguson Shapiro LLC | 2.28% | Add +5.3% | 66,479 | $6.2M |
| Legacy Solutions, LLC | 6.64% | — | 65,762 | $6.1M |
| D.A. Davidson & Co. | 0.05% | Add +1.6% | 65,406 | $6.1M |
| Goodman Advisory Group, LLC | 1.78% | Reduce -1.6% | 65,066 | $6.0M |
| Morningstar Investment Management LLC | 0.47% | Reduce -16.7% | 64,083 | $5.9M |
| Tacita Capital Inc | 4.18% | Reduce -9.0% | 63,190 | $5.9M |
| WealthPlan Investment Management, LLC | 0.56% | Add +5.6% | 61,401 | $5.7M |
| Sentinel Pension Advisors, LLC | 1.05% | Add +6.2% | 61,306 | $5.7M |
| Cabot Wealth Management Inc. | 0.72% | Reduce -1.9% | 61,202 | $5.7M |
| DHK Financial Advisors, Inc. | 3.43% | Add +1.4% | 61,016 | $5.7M |
| Byrne Financial Freedom, LLC | 2.51% | — | 60,928 | $5.6M |
| AdvisorNet Financial, Inc | 0.47% | Add +9.1% | 60,646 | $5.6M |
| Lido Advisors, LLC | 0.04% | Reduce -4.3% | 60,459 | $5.6M |
| Sugar Maple Asset Management, LLC | 4.14% | Add +6.6% | 58,623 | $5.4M |
| White Knight Strategic Wealth Advisors, LLC | 2.26% | Add +94.9% | 58,160 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +171.3% | 58,131 | $5.4M |
| TRUE Private Wealth Advisors | 0.65% | Add +11.3% | 58,047 | $5.4M |
| Tranquility Partners, LLC | 2.01% | Reduce -1.1% | 57,643 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -5.6% | 57,193 | $5.3M |
| Mengis Capital Management, Inc. | 1.08% | Add +2.8% | 56,498 | $5.2M |
| Modern Wealth Management, LLC | 0.19% | Add +0.1% | 56,196 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +14.6% | 56,081 | $5.2M |
| Goepper Burkhardt LLC | 2.11% | Add +6.8% | 55,907 | $5.2M |
| Cornerstone Wealth Group, LLC | 0.42% | Reduce -3.6% | 55,504 | $5.1M |
| Midwest Financial Group LLC | 2.95% | Reduce -1.5% | 55,491 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -78.1% | 54,708 | $5.1M |
| Lunt Capital Management, Inc. | 1.95% | Add +29.6% | 54,017 | $5.0M |
| Financial Partners Group, Inc | 0.73% | Reduce -3.1% | 53,735 | $5.0M |
| Ayalon Insurance Comp Ltd. | 1.53% | Add +0.6% | 53,454 | $5.0M |
| Fortune Financial Advisors, LLC | 4.49% | Add +13.3% | 53,269 | $4.9M |
| bLong Financial, LLC | 4.06% | — | 53,119 | $4.9M |
| Integrated Advisors Network LLC | 0.24% | Add +2.9% | 52,985 | $4.9M |
| YHB Investment Advisors, Inc. | 0.39% | Reduce -10.8% | 51,648 | $4.8M |
| John W. Brooker & Co., CPAs | 2.05% | Add +17.9% | 51,275 | $4.8M |
| Santori & Peters, Inc. | 1.79% | Add +1.0% | 50,368 | $4.7M |
| Farrell Financial LLC | 3.30% | Add +1.4% | 49,827 | $4.6M |
| Smith, Moore & Co. | 0.42% | Add +8.0% | 49,722 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.1% | 49,705 | $4.6M |
| Centaurus Financial, Inc. | 0.28% | Reduce -70.3% | 49,428 | $4.6M |
| Kraft, Davis & Associates, LLC | 1.29% | Add +29.5% | 49,346 | $4.5M |
| Mutual Advisors, LLC | 0.13% | Reduce -0.3% | 48,152 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -41.1% | 48,514 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -41.1% | 48,514 | $4.5M |
| Boston Family Office LLC | 0.31% | Add +16.8% | 48,074 | $4.5M |
| Cary Street Partners Financial LLC | 0.14% | — | 47,755 | $4.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.3% | 47,477 | $4.4M |
| IAM Advisory, LLC | 1.12% | Reduce -1.8% | 47,468 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.8% | 47,410 | $4.4M |
| IMG Wealth Management, Inc. | 4.07% | — | 47,391 | $4.4M |
| Private Portfolio Partners LLC | 0.81% | Add +0.6% | 47,328 | $4.4M |
| Advisor OS, LLC | 0.50% | Add +21.2% | 46,540 | $4.3M |
| Burns Matteson Capital Management, LLC | 2.41% | Reduce -0.2% | 46,427 | $4.3M |
| StoneX Group Inc. | 0.24% | Reduce -1.6% | 46,420 | $4.3M |
| Rehmann Capital Advisory Group | 0.27% | Reduce -2.4% | 45,715 | $4.2M |
| PSI Advisors, LLC | 1.24% | Add +12.1% | 45,120 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +13.8% | 44,493 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.40% | Add +2.5% | 44,284 | $4.1M |
| Future Financial Wealth Managment LLC | 2.99% | Add +4.5% | 44,060 | $4.1M |
| Destiny Wealth Partners, LLC | 0.66% | Add +2.9% | 43,722 | $4.1M |
| GPS Wealth Strategies Group, LLC | 0.52% | Reduce -9.6% | 43,716 | $4.1M |
| Peak Financial Advisors LLC | 2.07% | Reduce -0.5% | 42,842 | $4.0M |
| Blair William & Co. | 0.01% | Add +0.9% | 42,772 | $4.0M |
| Westshore Wealth, LLC | 1.58% | Add +0.5% | 42,063 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +5.1% | 41,677 | $3.9M |
| Roberts Glore & Co. Inc. | 1.13% | Add +6.7% | 41,043 | $3.8M |
| Panoramic Investment Advisors, LLC | 2.46% | Reduce -5.8% | 40,661 | $3.8M |
| AE Wealth Management LLC | 0.03% | Add +598.1% | 40,638 | $3.8M |
| Heck Capital Advisors, LLC | 0.43% | Reduce -35.0% | 40,076 | $3.7M |
| Paragon Advisors, LLC | 1.27% | Add +11.9% | 39,858 | $3.7M |
| Global Retirement Partners, LLC | 0.11% | Reduce -6.5% | 39,679 | $3.7M |
| McCarthy & Cox | 1.27% | Reduce -3.4% | 39,492 | $3.7M |
| Trajan Wealth LLC | 0.20% | Reduce -1.4% | 38,780 | $3.6M |
| Fsa Wealth Partners, Inc. | 0.84% | Reduce -10.5% | 38,778 | $3.6M |
| IRON Financial LLC | 2.02% | Reduce -10.2% | 38,682 | $3.6M |
| Stonebridge Financial Planning Group, LLC | 1.59% | Add +16.1% | 38,435 | $3.6M |
| Cascade Financial Partners, LLC | 0.46% | No change | 38,325 | $3.6M |
| Sunpointe, LLC | 1.77% | Reduce -3.6% | 38,019 | $3.5M |
| Rooted Wealth Advisors, Inc. | 1.37% | Add +10.0% | 37,902 | $3.5M |
| Anson Capital, Inc. | 3.02% | Reduce -5.5% | 37,358 | $3.5M |
| Collaborative Wealth Managment Inc. | 1.54% | Add +1.4% | 36,715 | $3.4M |
| XML Financial, LLC | 0.31% | Add +18.5% | 36,170 | $3.4M |
| Transform Wealth, LLC | 0.19% | Reduce -10.0% | 36,000 | $3.3M |
| Vantage Point Financial LLC | 1.79% | — | 35,916 | $3.3M |
| FMR LLC | 0.00% | Add +13.5% | 35,797 | $3.3M |
| Lionsbridge Wealth Management LLC | 2.73% | Reduce -31.8% | 35,094 | $3.3M |
| Darwin Wealth Management, LLC | 1.09% | Reduce -9.9% | 34,906 | $3.2M |
| SFG Wealth Management, LLC. | 1.66% | Reduce -0.5% | 34,208 | $3.2M |
| Provident Wealth Management, LLC | 1.05% | Reduce -26.3% | 33,996 | $3.2M |
| RDA Financial Network | 0.91% | Reduce -43.9% | 33,699 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +88.9% | 32,634 | $3.0M |
| Cookson Peirce & Co. Inc. | 0.14% | Reduce -3.4% | 32,255 | $3.0M |
| Atlas Wealth LLC | 1.57% | Add +266.7% | 32,198 | $3.0M |
| Financial Partners Group, LLC | 1.23% | Reduce -0.5% | 32,068 | $3.0M |
| Opal Wealth Advisors, LLC | 0.89% | Add +10.6% | 32,042 | $3.0M |
| Chris Bulman Inc | 1.89% | Reduce -18.6% | 31,878 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +34.3% | 31,804 | $2.9M |
| KPP Advisory Services LLC | 0.69% | Reduce -1.2% | 31,695 | $2.9M |
| Maridea Wealth Management LLC | 0.94% | — | 31,467 | $2.9M |
| Wedbush Securities Inc. | 0.10% | Reduce -1.3% | 31,373 | $2.9M |
| Compound Planning, Inc. | 0.14% | Reduce -1.6% | 30,731 | $2.8M |
| Schorn Wealth LLC | 0.91% | Reduce -6.9% | 30,246 | $2.8M |
| Creekside Partners | 1.41% | Add +6.8% | 29,310 | $2.7M |
| Waverly Advisors, LLC | 0.04% | Add +620.8% | 29,165 | $2.7M |
| Endowment Wealth Management, Inc. | 1.82% | Add +56.3% | 29,146 | $2.7M |
| TFR Capital, LLC. | 1.34% | — | 29,128 | $2.7M |
| Liberty One Investment Management, LLC | 0.29% | Reduce -1.4% | 28,864 | $2.7M |
| Parametrica Management Ltd | 3.52% | Reduce -30.0% | 28,700 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +18.1% | 28,632 | $2.7M |
| Realta Investment Advisors | 1.06% | Reduce -1.0% | 27,923 | $2.6M |
| Lansing Street Advisors | 0.89% | Add +1.4% | 27,492 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +71.4% | 27,481 | $2.5M |
| SimpliFi, Inc. | 1.15% | Add +0.6% | 27,158 | $2.5M |
| Treynor Bancshares, Inc. | 2.63% | Add +12.0% | 26,846 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +25.1% | 26,667 | $2.5M |
| Jacksonville Wealth Management, LLC | 2.30% | — | 26,529 | $2.5M |
| EWG Elevate Inc. | 0.74% | Add +7.4% | 26,236 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +7.2% | 26,214 | $2.4M |
| Crux Wealth Advisors | 1.35% | — | 26,124 | $2.4M |
| Principal Securities, Inc. | 0.05% | Add +17.8% | 25,857 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +0.7% | 25,591 | $2.4M |
| First Financial Group Corp | 2.61% | — | 25,481 | $2.4M |
| Rollins Financial Advisors, LLC | 0.37% | Reduce -10.9% | 25,324 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.82% | Add +0.5% | 25,300 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 25,159 | $2.3M |
| Edge Financial Advisors LLC | 2.06% | Reduce -5.1% | 24,922 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +0.9% | 24,835 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +2.4% | 24,627 | $2.3M |
| Lifeworks Advisors, LLC | 0.41% | Add +4.6% | 24,220 | $2.2M |
| Triumph Capital Management | 0.77% | Add +10.3% | 24,192 | $2.2M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -59.9% | 23,989 | $2.2M |
| Inspire Advisors, LLC | 0.27% | Reduce -5.6% | 23,905 | $2.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -92.9% | 23,900 | $2.2M |
| Northern Trust Corp. | 0.00% | No change | 23,756 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Add +3.9% | 23,690 | $2.2M |
| Cross Staff Investments Inc | 1.53% | Add +0.7% | 23,635 | $2.2M |
| Summit Trail Advisors, LLC | 0.08% | New | 23,203 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -11.8% | 23,108 | $2.1M |
| HHM Wealth Advisors, LLC | 0.29% | Reduce -9.7% | 23,086 | $2.1M |
| Oliver Luxxe Assets LLC | 0.38% | No change | 21,845 | $2.1M |
| Whipplewood Advisors, LLC | 1.20% | — | 22,814 | $2.1M |
| Cutler Capital Management, LLC | 0.92% | Add +5.9% | 22,138 | $2.1M |
| Able Wealth Management LLC | 1.35% | Add +55.9% | 22,122 | $2.1M |
| Trademark Financial Management, LLC | 1.63% | Reduce -53.0% | 22,082 | $2.0M |
| Hickory Asset Management, Inc. | 1.74% | — | 22,031 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.61% | Add +1.2% | 21,252 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -13.7% | 21,237 | $2.0M |
| BCS Wealth Management | 0.49% | Reduce -23.3% | 21,095 | $2.0M |
| Fca Corp. | 0.61% | Add +0.7% | 21,020 | $1.9M |
| Gries Financial LLC | 0.35% | Reduce -3.4% | 20,942 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +15.3% | 20,538 | $1.9M |
| PCG Wealth Advisors, LLC | 0.68% | Reduce -24.1% | 19,996 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -2.4% | 19,764 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +360.1% | 19,729 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +22.6% | 19,650 | $1.8M |
| Berger Financial Group, Inc | 0.13% | Reduce -9.4% | 19,525 | $1.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.65% | Add +0.6% | 19,292 | $1.8M |
| Dumont & Blake Investment Advisors LLC | 0.48% | Add +6.2% | 19,284 | $1.8M |
| Marshall Financial Group, LLC | 0.42% | Reduce -0.4% | 18,739 | $1.7M |
| US Bancorp \de | 0.00% | Add +22.2% | 18,518 | $1.7M |
| AQR Capital Management | 0.00% | Add +18.2% | 18,416 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.74% | Add +12.6% | 18,159 | $1.7M |
| Summit Wealth Partners, LLC | 0.34% | Reduce -6.1% | 18,036 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -7.2% | 17,937 | $1.7M |
| SageView Advisory Group, LLC | 0.07% | Add +77.0% | 17,779 | $1.6M |
| MPWM Advisory Solutions, LLC | 1.16% | — | 17,162 | $1.6M |
| MADDEN SECURITIES Corp | 0.63% | No change | 17,000 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Add +1.3% | 16,866 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -69.6% | 16,790 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Add +40.4% | 16,593 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.18% | Add +1.3% | 16,082 | $1.5M |
| Citadel Advisors | 0.00% | Add +34.7% | 15,758 | $1.5M |
| United Community Bank | 0.56% | Reduce -15.8% | 15,650 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.1% | 15,638 | $1.4M |
| Patten Group, Inc. | 0.32% | Reduce -0.7% | 15,469 | $1.4M |
| Rik Saylor Financial, Inc. | 1.33% | — | 15,455 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Add +0.7% | 15,408 | $1.4M |
| Wolff Wiese Magana LLC | 0.94% | Add +1.3% | 15,385 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +6.3% | 15,341 | $1.4M |
| Winebrenner Capital Management LLC | 1.09% | — | 15,262 | $1.4M |
| RFG Advisory, LLC | 0.04% | Reduce -6.1% | 15,252 | $1.4M |
| Castleview Partners, LLC | 0.76% | Reduce -1.2% | 15,304 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +115.0% | 15,105 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -4.0% | 14,862 | $1.4M |
| Uptick Partners, LLC | 0.50% | Add +3.0% | 14,820 | $1.4M |
| L & S Advisors Inc | 0.17% | Add +17.6% | 14,588 | $1.4M |
| Defined Wealth Management, LLC | 0.89% | Reduce -0.3% | 14,559 | $1.3M |
| Elevation Capital Advisory, LLC | 0.55% | Reduce -86.9% | 13,909 | $1.3M |
| Keeler Thomas Management LLC | 0.45% | Reduce -25.0% | 13,727 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 13,679 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Add +91.0% | 13,547 | $1.3M |
| Smith Thornton Advisors LLC | 0.79% | Reduce -2.3% | 13,521 | $1.3M |
| Warner Financial, Inc. | 0.53% | Add +5.6% | 13,331 | $1.2M |
| M3 Advisory Group, LLC | 0.87% | Add +4.1% | 13,107 | $1.2M |
| Mendel Money Management | 0.53% | Reduce -8.8% | 12,857 | $1.2M |
| Soundwatch Capital LLC | 0.12% | Add +3.9% | 12,672 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +11.6% | 12,530 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.1M |
| Advyzon Investment Management, LLC | 0.43% | — | 12,132 | $1.1M |
| Cornerstone Financial Group, LLC | 1.09% | — | 11,880 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +1.0% | 11,817 | $1.1M |
| PKS Advisory Services, LLC | 0.27% | — | 11,814 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.37% | Add +4.8% | 11,849 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +11.1% | 11,788 | $1.1M |
| Concord Wealth Partners | 0.18% | Add +1.8% | 11,735 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | Reduce -6.8% | 11,404 | $1.1M |
| Sovran Advisors, LLC | 0.15% | — | 11,379 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -44.3% | 11,043 | $1.0M |
| Bawa N Mallick Trust | 0.45% | — | 11,000 | $1.0M |
| Samalin Investment Counsel, LLC | 0.43% | Add +48.1% | 10,828 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +361.6% | 10,769 | $999K |
| Rothschild Wealth LLC | 0.29% | Reduce -3.5% | 10,756 | $997K |
| Choreo, LLC | 0.01% | Add +4.0% | 10,766 | $997K |
| Meitav Investment House Ltd. | 0.02% | Reduce -1.8% | 10,806 | $996K |
| United Advisor Group, LLC | 0.20% | Reduce -20.9% | 10,683 | $991K |
| Castle Rock Wealth Management, LLC | 0.24% | Reduce -1.1% | 10,807 | $990K |
| AlphaStar Capital Management, LLC | 0.10% | Add +5.8% | 10,660 | $988K |
| Mission Wealth Management, LP | 0.02% | Add +0.5% | 10,563 | $979K |
| Members Wealth LLC | 0.73% | — | 10,683 | $979K |
| WMS Partners, LLC | 0.05% | Add +260.0% | 10,516 | $975K |
| Phraction Management LLC | 0.36% | No change | 10,345 | $959K |
| MGB Wealth Management, LLC | 0.29% | Add +40.4% | 10,184 | $944K |
| Root Financial Partners, LLC | 0.12% | Add +3.9% | 10,028 | $930K |
| Ascension Capital Advisors, Inc. | 0.40% | Reduce -6.8% | 9,886 | $917K |
| Nilsine Partners, LLC | 0.10% | Add +2.3% | 9,790 | $908K |
| Walled Lake Planning & Wealth Management, LLC | 0.33% | Add +10.4% | 9,436 | $875K |
| Anchor Investment Management, LLC | 0.08% | Add +0.4% | 9,283 | $861K |
| Belpointe Asset Management LLC | 0.05% | Reduce -20.5% | 8,920 | $850K |
| ProVise Management Group, LLC | 0.07% | Reduce -17.0% | 9,060 | $840K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +0.7% | 9,000 | $835K |
| Scotia Capital Inc. | 0.00% | Reduce -0.4% | 8,944 | $830K |
| Keystone Financial Group | 0.08% | Add +8.2% | 8,869 | $822K |
| Kaydan Wealth Management, Inc. | 0.27% | No change | 8,808 | $817K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.1% | 8,719 | $808K |
| Legacy Private Trust Co. | 0.05% | Add +8.7% | 8,641 | $801K |
| Larson Financial Group LLC | 0.04% | Reduce -53.2% | 8,617 | $799K |
| Trilogy Capital Inc. | 0.04% | Add +1.2% | 8,531 | $791K |
| Resurgent Financial Advisors LLC | 0.47% | Reduce -9.3% | 8,515 | $790K |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.2% | 8,497 | $788K |
| Sovereign Financial Group, Inc. | 0.18% | Add +3.0% | 8,407 | $780K |
| Beckerman Institutional, LLC | 0.62% | Add +0.2% | 8,404 | $779K |
| Arq Wealth Advisors, LLC | 0.29% | Add +3.5% | 8,307 | $770K |
| First Community Trust NA | 0.55% | Reduce -17.4% | 8,242 | $764K |
| Autumn Glory Partners, LLC | 0.37% | Add +2.6% | 8,121 | $753K |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.3% | 8,048 | $746K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -7.3% | 7,974 | $739K |
| FSC Wealth Advisors, LLC | 0.47% | Add +0.1% | 7,958 | $738K |
| Van Den Berg Management I, Inc. | 0.21% | Reduce -2.4% | 7,925 | $735K |
| Clarus Group, Inc. | 0.26% | Reduce -0.2% | 7,831 | $726K |
| Valued Retirements, Inc. | 0.96% | No change | 7,661 | $710K |
| WealthBridge Capital Management, LLC | 0.19% | Reduce -0.6% | 7,321 | $679K |
| 1620 Investment Advisors, Inc. | 0.51% | Add +13.9% | 7,091 | $658K |
| Capasso Planning Partners LLC | 0.26% | Reduce -28.3% | 7,076 | $656K |
| Accurate Wealth Management, LLC | 0.12% | Add +2.4% | 7,066 | $644K |
| Randolph Co Inc | 0.07% | Reduce -0.6% | 6,909 | $641K |
| Western Pacific Wealth Management, LP | 0.51% | Add +0.2% | 6,767 | $628K |
| 360 Financial, Inc. | 0.22% | Reduce -0.7% | 6,555 | $608K |
| Princeton Global Asset Management LLC | 0.11% | Add +0.2% | 6,538 | $606K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -32.0% | 6,480 | $601K |
| Parkside Financial Bank & Trust | 0.08% | New | 6,375 | $591K |
| Moors & Cabot, Inc. | 0.03% | Add +0.3% | 6,297 | $584K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 6,278 | $582K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 6,259 | $580K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -1.4% | 6,247 | $579K |
| Synovus Financial Corp. | 0.01% | Reduce -41.8% | 6,229 | $578K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -1.6% | 6,217 | $577K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +65.0% | 6,205 | $575K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +11.7% | 6,195 | $574K |
| Park Avenue Securities LLC | 0.01% | Add +89.0% | 6,187 | $574K |
| Beck Capital Management, LLC | 0.15% | Reduce -1.0% | 6,148 | $570K |
| Eclectic Associates Inc. | 0.17% | New | 6,145 | $570K |
| Jane Street Group, LLC | 0.00% | Reduce -67.2% | 6,142 | $570K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -22.7% | 5,944 | $551K |
| Southland Equity Partners LLC | 0.13% | Reduce -0.3% | 5,922 | $549K |
| Integrity Alliance, Llc. | 0.06% | — | 5,920 | $549K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +137.1% | 5,888 | $546K |
| Lake Street Advisors Group, LLC | 0.03% | Add +1.4% | 5,885 | $546K |
| GWN Securities Inc. | 0.14% | — | 5,663 | $543K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.2% | 5,749 | $533K |
| Perennial Investment Advisors, LLC | 0.06% | Add +6.8% | 5,728 | $531K |
| Brighton Jones LLC | 0.02% | New | 5,695 | $528K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $511K |
| Glassy Mountain Advisors, Inc. | 0.17% | Add +82.6% | 5,482 | $508K |
| Vision Capital Management, Inc. | 0.07% | Reduce -2.6% | 5,453 | $506K |
| Accelerate Investment Advisors LLC | 0.45% | Add +0.3% | 5,444 | $505K |
| Bank of Montreal | 0.00% | Add +7.4% | 5,442 | $505K |
| Stillwater Wealth Management Group | 0.45% | — | 5,395 | $500K |
| Dash Acquisitions Inc. | 0.11% | No change | 5,172 | $496K |
| New Insight Wealth Advisors | 0.25% | No change | 5,290 | $491K |
| Summit Financial, LLC | 0.02% | New | 5,277 | $489K |
| Kovack Advisors, Inc. | 0.05% | Reduce -0.1% | 5,260 | $488K |
| Quartz Partners, LLC | 0.30% | Reduce -31.7% | 5,237 | $486K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.9% | 5,198 | $482K |
| PFG Advisors | 0.03% | Add +19.8% | 5,198 | $482K |
| Asset Dedication, LLC | 0.04% | No change | 5,192 | $481K |
| Swmg, LLC | 0.19% | Add +0.5% | 5,002 | $478K |
| Fairscale Capital, LLC | 0.41% | No change | 5,118 | $475K |
| NFSG Corp | 0.12% | Reduce -1.8% | 5,102 | $473K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -7.6% | 5,075 | $471K |
| QSV Equity Investors LLC | 0.45% | Reduce -2.0% | 5,003 | $464K |
| Private Trust Co. NA | 0.05% | Reduce -16.5% | 4,956 | $460K |
| Blossom Wealth Management | 0.88% | Add +4.4% | 4,937 | $458K |
| Commonwealth Financial Services, LLC | 0.09% | Add +7.6% | 4,933 | $457K |
| Money Concepts Capital Corp. | 0.03% | Reduce -15.3% | 4,866 | $451K |
| Diversify Advisory Services, LLC | 0.02% | New | 4,950 | $451K |
| Peninsula Wealth, LLC | 0.08% | Reduce -23.1% | 4,837 | $449K |
| Advisors Capital Management, LLC | 0.01% | Add +19.4% | 4,772 | $442K |
| Merriman Wealth Management, LLC | 0.02% | No change | 4,748 | $440K |
| FAS Wealth Partners, Inc. | 0.04% | Add +7.5% | 4,724 | $438K |
| Intrua Financial, LLC | 0.07% | Reduce -4.6% | 4,693 | $435K |
| CFO4Life Group, LLC | 0.08% | Add +0.6% | 4,685 | $434K |
| BXM Wealth LLC | 0.61% | — | 4,684 | $434K |
| Sageworth Trust Co of South Dakota | 0.55% | No change | 4,679 | $434K |
| Headlands Technologies LLC | 0.04% | New | 4,662 | $432K |
| Welch & Forbes LLC | 0.01% | No change | 4,656 | $432K |
| Iams Wealth Management, LLC | 0.20% | Reduce -19.3% | 4,642 | $430K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.4% | 4,542 | $421K |
| Landaas & Co. /Wi | 0.12% | Reduce -21.1% | 4,493 | $417K |
| Family Capital Management, Inc. | 0.25% | No change | 4,451 | $413K |
| Colonial River Investments, LLC | 0.20% | Add +2.0% | 4,374 | $406K |
| Johnson Investment Counsel Inc. | 0.00% | Add +4.2% | 4,280 | $397K |
| GatePass Capital, LLC | 0.44% | — | 4,264 | $395K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Add +0.2% | 4,238 | $393K |
| Atlas Brown,Inc. | 0.13% | Add +1.9% | 4,231 | $392K |
| World Equity Group, Inc. | 0.08% | New | 4,194 | $389K |
| Savant Capital, LLC | 0.00% | Add +18.2% | 4,174 | $387K |
| IPG Investment Advisors LLC | 0.09% | No change | 4,135 | $383K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 4,111 | $379K |
| Stiles Financial Services Inc | 0.14% | No change | 4,060 | $376K |
| Weaver Consulting Group | 0.11% | No change | 4,023 | $373K |
| Clarity Capital Partners LLC | 0.19% | Reduce -3.3% | 3,970 | $368K |
| Townsquare Capital LLC | 0.00% | Reduce -9.3% | 3,970 | $368K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +3.7% | 3,896 | $361K |
| First American Trust, FSB | 0.04% | Add +8.4% | 3,776 | $350K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -11.5% | 3,776 | $350K |
| CoreCap Advisors, LLC | 0.02% | Add +29.3% | 3,769 | $349K |
| Phoenix Financial Ltd. | 0.00% | Reduce -65.6% | 3,765 | $349K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 3,683 | $342K |
| Gateway Wealth Partners, LLC | 0.09% | Add +14.2% | 3,657 | $339K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $337K |
| Old Mission Capital LLC | 0.01% | New | 3,607 | $334K |
| Bay Capital Advisors, LLC | 0.27% | — | 3,592 | $333K |
| TD Capital Management LLC | 0.03% | Add +2.9% | 3,563 | $330K |
| Savvy Advisors, Inc. | 0.04% | New | 3,522 | $327K |
| Madden Advisory Services, Inc. | 0.15% | Add +0.9% | 3,507 | $325K |
| Thompson David Blair | 0.24% | — | 3,488 | $323K |
| Debussy Capital Management LP | 0.05% | Add +0.1% | 3,327 | $321K |
| Aventura Private Wealth, LLC | 0.17% | — | 3,426 | $318K |
| Barnett & Company, Inc. | 0.21% | Add +9.3% | 3,393 | $315K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -42.4% | 3,386 | $314K |
| Advisory Services Network, LLC | 0.01% | Add +36.2% | 3,382 | $314K |
| Northeast Investment Management | 0.01% | New | 3,316 | $307K |
| First Trust Advisors LP | 0.00% | New | 3,301 | $306K |
| Westend Capital Management, LLC | 0.09% | No change | 3,272 | $303K |
| Ameliora Wealth Management Ltd. | 0.11% | No change | 3,250 | $301K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 3,243 | $301K |
| Liberty Square Wealth Partners LLC | 0.11% | — | 3,279 | $300K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.5% | 3,223 | $299K |
| Riverchase Wealth Management, LLC | 0.22% | — | 3,137 | $291K |
| Private Client Services, LLC | 0.16% | Add +5.7% | 3,123 | $290K |
| Hancock Whitney Corp. | 0.01% | No change | 3,094 | $287K |
| Legacy Capital Wealth Partners, LLC | 0.07% | No change | 3,075 | $285K |
| Old Second National Bank of Aurora | 0.06% | Reduce -24.8% | 3,036 | $282K |
| Endeavor Private Wealth, Inc. | 0.27% | — | 3,033 | $281K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 3,030 | $281K |
| Emergent Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 3,021 | $280K |
| Regal Investment Advisors LLC | 0.02% | Add +8.6% | 2,977 | $276K |
| Wolff Financial Management LLC | 0.08% | Add +0.4% | 2,918 | $271K |
| Mgo One Seven LLC | 0.01% | Reduce -0.3% | 2,920 | $271K |
| Fairhaven Wealth Management, LLC | 0.08% | Add +1.1% | 2,893 | $268K |
| Red Mountain Financial, LLC | 0.29% | Add +10.5% | 2,892 | $268K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.9% | 2,889 | $268K |
| Essex Bank | 0.07% | Reduce -4.4% | 2,876 | $267K |
| CapWealth Advisors, LLC | 0.03% | No change | 2,867 | $266K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +1.2% | 2,861 | $265K |
| One Capital Management, LLC | 0.01% | Reduce -4.1% | 2,836 | $263K |
| Neuberger Berman Group LLC | 0.00% | New | 2,834 | $263K |
| Seaview Investment Managers LLC | 0.07% | Add +12.2% | 2,809 | $260K |
| Miller Investment Management, LP | 0.03% | No change | 2,805 | $260K |
| Piedmont Capital Management, LLC | 0.16% | Reduce -27.3% | 2,820 | $260K |
| Merit Financial Group, LLC | 0.00% | New | 2,706 | $251K |
| LaSalle St. Investment Advisors, LLC | 0.08% | New | 2,700 | $250K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,633 | $244K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,600 | $241K |
| Sensible Money, LLC | 0.11% | No change | 2,589 | $240K |
| Clare Market Investments LLC | 0.06% | Add +0.0% | 2,578 | $239K |
| Waddell & Associates, LLC | 0.02% | No change | 2,538 | $235K |
| LPF Advisors LLC | 0.20% | No change | 2,530 | $235K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,522 | $234K |
| Willner & Heller, LLC | 0.20% | Add +1.3% | 2,496 | $231K |
| Bell Bank | 0.02% | New | 2,491 | $231K |
| Lowe Wealth Advisors, LLC | 0.10% | Add +32.5% | 2,484 | $230K |
| Burt Wealth Advisors | 0.06% | Add +0.2% | 2,482 | $230K |
| Commerce Bank | 0.00% | Reduce -7.5% | 2,478 | $230K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,467 | $229K |
| Chokshi & Queen Wealth Advisors, Inc | 0.14% | — | 2,455 | $228K |
| Turning Point Benefit Group, Inc. | 0.21% | — | 2,379 | $219K |
| Portside Wealth Group, LLC | 0.04% | No change | 2,363 | $219K |
| Private Capital Management LLC | 0.04% | Reduce -2.1% | 2,361 | $219K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,356 | $218K |
| Medallion Wealth Advisors, LLC | 0.11% | — | 2,355 | $217K |
| Mosaic Financial Group, LLC | 0.15% | Add +1.4% | 2,314 | $215K |
| Regions Financial Corp. | 0.00% | No change | 2,307 | $214K |
| IFG Advisory, LLC | 0.01% | New | 2,301 | $213K |
| Mirador Capital Partners LP | 0.04% | Reduce -27.1% | 2,286 | $212K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,280 | $211K |
| Culbertson A N & Co. Inc. | 0.03% | New | 2,269 | $210K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -66.2% | 2,258 | $209K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,250 | $209K |
| QRG Capital Management, Inc. | 0.00% | New | 2,247 | $208K |
| Davis R M Inc. | 0.00% | New | 2,243 | $208K |
| Key Financial Inc | 0.05% | No change | 2,242 | $208K |
| Saxony Capital Management, LLC | 0.18% | Add +7.3% | 2,240 | $208K |
| Moneco Advisors, LLC | 0.02% | Add +0.8% | 2,235 | $207K |
| Thomasville National Bank | 0.01% | No change | 2,234 | $207K |
| Traction Financial Partners, LLC | 0.16% | No change | 2,223 | $206K |
| Calton & Associates, Inc. | 0.09% | Reduce -70.0% | 2,220 | $206K |
| BIP Wealth, LLC | 0.01% | No change | 2,209 | $205K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -9.9% | 2,181 | $202K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 2,180 | $202K |
| Hall Capital Management Co. Inc. | 0.09% | — | 2,172 | $201K |
| BlackRock, Inc. | 0.00% | Add +72.8% | 2,160 | $200K |
| FLP Wealth Management, LLC | 0.50% | — | 2,120 | $197K |
| Parallel Advisors, LLC | 0.00% | Add +5.8% | 2,056 | $191K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,956 | $181K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +171.2% | 1,901 | $176K |
| Pathway Financial Advisers, LLC | 0.06% | Add +0.1% | 1,817 | $168K |
| Avion Wealth | 0.04% | Add +989.0% | 1,786 | $165K |
| Rothschild Investment LLC | 0.01% | No change | 1,728 | $160K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,500 | $143K |
| Coastline Trust Co | 0.02% | No change | 1,506 | $140K |
| Wintrust Investments LLC | 0.12% | No change | 1,471 | $136K |
| Crewe Advisors LLC | 0.02% | Reduce -34.1% | 1,406 | $130K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -38.2% | 1,337 | $124K |
| Oakworth Capital, Inc. | 0.01% | New | 1,283 | $119K |
| IAG Wealth Partners, LLC | 0.02% | Add +2.5% | 1,220 | $113K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $111K |
| Minot DeBlois Advisors LLC | 0.10% | — | 1,135 | $105K |
| First PREMIER Bank | 0.03% | No change | 1,065 | $99K |
| Capital Analysts, LLC | 0.00% | Add +28.0% | 1,028 | $95K |
| Avior Wealth Management, LLC | 0.00% | Add +2231.7% | 956 | $89K |
| Maryland Capital Advisors Inc. | 0.04% | New | 906 | $84K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $84K |
| Financial Freedom, LLC | 0.04% | No change | 889 | $82K |
| EPG Wealth Management LLC | 0.02% | Add +0.6% | 850 | $79K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $78K |
| Founders Financial Alliance, LLC | 0.02% | No change | 832 | $77K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 832 | $77K |
| GAMMA Investing LLC | 0.01% | New | 775 | $72K |
| Truvestments Capital LLC | 0.02% | Add +2.8% | 742 | $69K |
| Signaturefd, LLC | 0.00% | No change | 700 | $65K |
| Glassman Wealth Services | 0.01% | Add +9.0% | 691 | $64K |
| Empowered Funds, LLC | 0.00% | New | 689 | $64K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $61K |
| Centerpoint Advisors, LLC | 0.02% | No change | 616 | $57K |
| Barclays PLC | 0.00% | No change | 606 | $56K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 581 | $54K |
| Bellwether Advisors, LLC | 0.01% | New | 569 | $53K |
| Sound Income Strategies, LLC | 0.00% | No change | 534 | $50K |
| Continuum Advisory, LLC | 0.01% | No change | 531 | $49K |
| Clearstead Trust, LLC | 0.01% | No change | 501 | $46K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 498 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.5% | 488 | $45K |
| Russell Investments Group, Ltd. | 0.00% | No change | 484 | $45K |
| Fairman Group, LLC | 0.04% | No change | 475 | $44K |
| Transce3nd, LLC | 0.01% | — | 473 | $44K |
| Hilltop National Bank | 0.01% | No change | 450 | $42K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $42K |
| Addison Advisors LLC | 0.01% | No change | 405 | $38K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $37K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 373 | $36K |
| Bfsg, LLC | 0.00% | New | 360 | $33K |
| Sandy Spring Bank | 0.00% | No change | 360 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 322 | $30K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.7% | 319 | $30K |
| Pflug Koory, LLC | 0.00% | No change | 309 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $28K |
| Bessemer Group Inc. | 0.00% | No change | 300 | $28K |
| Kentucky Trust Co | 0.02% | — | 300 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 300 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | Add +18.2% | 286 | $26K |
| Hartford Financial Management Inc. | 0.01% | No change | 281 | $26K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 277 | $26K |
| Kiker Wealth Management, LLC | 0.02% | — | 273 | $25K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 266 | $25K |
| Van Eck Associates Corp. | 0.00% | Add +89.8% | 241 | $22K |
| Rialto Wealth Management, LLC | 0.01% | — | 234 | $22K |
| Tsfg, LLC | 0.00% | No change | 221 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $19K |
| Golden State Wealth Management, LLC | 0.00% | — | 204 | $19K |
| Arax Advisory Partners | 0.00% | Add +1.0% | 202 | $19K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 200 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $19K |
| Angeles Wealth Management, LLC | 0.00% | New | 194 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 165 | $15K |
| Lee Danner & Bass Inc. | 0.00% | New | 155 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 145 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 124 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -63.8% | 101 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.0% | 101 | $9K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -89.5% | 96 | $9K |
| Bangor Savings Bank | 0.00% | No change | 94 | $9K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.6% | 92 | $9K |
| Tucker Asset Management LLC | 0.00% | Add +31.3% | 88 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $8K |
| NorthRock Partners, LLC | 0.00% | Reduce -93.2% | 80 | $7K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $7K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 75 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 73 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +1.6% | 62 | $6K |
| SBI Securities Co., Ltd. | 0.00% | — | 61 | $6K |
| Whittier Trust Co. | 0.00% | New | 56 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -66.9% | 56 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 50 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | New | 45 | $4K |
| MCF Advisors LLC | 0.00% | No change | 38 | $4K |
| New Millennium Group LLC | 0.00% | No change | 31 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 14 | $1K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 11 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 10 | $927 |
| Lanark Financial, Inc. | 0.05% | — | 5 | $526 |
| REAP Financial Group, LLC | 0.00% | No change | 5 | $464 |
| 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.