Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2025 (March 31)705holders −9
52new positions
53sold out
4famous investors
$87.94avg. 13F price*
At the end of Q1 2025, 705 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 9 from Q4 2024. 52 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($689.2M), Bank of America Corp. ($635.9M) and LPL Financial LLC ($614.8M). 4 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $86.8M |
| Exits | 53 | $44.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,312,988 shares bought and 12,199,448 shares sold, net −8,886,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Morgan Stanley | 0.05% | Reduce -11.4% | 7,832,092 | $689.2M |
| Bank of America Corp. | 0.06% | Reduce -10.1% | 7,226,397 | $635.9M |
| LPL Financial LLC | 0.24% | Reduce -4.1% | 6,986,164 | $614.8M |
| Raymond James Financial Inc. | 0.15% | Reduce -16.9% | 4,505,113 | $396.4M |
| Mesirow Financial Investment Management, Inc. | 4.68% | Reduce -21.5% | 2,746,441 | $241.7M |
| Wells Fargo & Company | 0.05% | Reduce -5.1% | 2,576,697 | $226.7M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -3.9% | 2,109,212 | $185.6M |
| Boulay Financial Advisors, LLC | 53.20% | — | 1,809,509 | $159.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.5% | 1,462,604 | $128.8M |
| Cwm, LLC | 0.39% | Reduce -7.8% | 1,122,232 | $98.8M |
| Provenance Wealth Advisors, LLC | 14.11% | Reduce -2.1% | 1,114,653 | $98.1M |
| UBS Group AG | 0.02% | Reduce -42.0% | 1,101,669 | $96.9M |
| First Foundation Advisors | 3.83% | Reduce -3.0% | 1,067,908 | $94.0M |
| Royal Bank of Canada | 0.02% | Reduce -11.8% | 1,004,659 | $88.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -7.7% | 912,501 | $80.3M |
| Obermeyer Wealth Partners | 4.14% | Add +3.5% | 881,212 | $77.5M |
| Jones Financial Companies LLLP | 0.07% | Add +29.6% | 882,771 | $77.4M |
| Brookstone Capital Management | 1.11% | Reduce -2.2% | 876,551 | $77.1M |
| Southern Farm Bureau Life Insurance | 10.91% | No change | 845,027 | $74.3M |
| Avantax Advisory Services, Inc. | 0.44% | Reduce -6.0% | 818,048 | $72.0M |
| Cetera Investment Advisers | 0.14% | Add +5.2% | 806,650 | $71.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -13.3% | 805,108 | $70.8M |
| Osaic Holdings, Inc. | 0.14% | Reduce -13.3% | 715,005 | $62.9M |
| Employees' Retirement Fund of the City of Fort Worth | 28.68% | No change | 661,874 | $58.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.3% | 653,438 | $57.5M |
| JNBA Financial Advisors | 5.93% | Reduce -20.8% | 649,504 | $57.2M |
| Whitaker-Myers Wealth Managers, LTD. | 15.28% | Add +10.9% | 618,823 | $54.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -20.1% | 617,241 | $54.3M |
| Sfmg, LLC | 4.19% | Add +3.4% | 603,594 | $53.1M |
| OneDigital Investment Advisors LLC | 0.63% | Reduce -9.5% | 603,279 | $53.1M |
| Apexium Financial, LP | 3.03% | Add +0.2% | 578,126 | $50.9M |
| Verde Capital Management | 14.01% | Reduce -1.4% | 559,452 | $49.2M |
| Kelman-Lazarov, Inc. | 8.58% | Add +2.2% | 537,081 | $47.3M |
| Regatta Capital Group, LLC | 9.10% | Add +1.8% | 534,212 | $47.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -0.2% | 532,833 | $46.9M |
| Ceera Investments, LLC | 15.86% | Add +7.2% | 523,361 | $46.1M |
| First International Bank & Trust | 14.14% | Add +4.5% | 508,006 | $44.7M |
| Stifel Financial Corp. | 0.05% | Reduce -0.0% | 502,225 | $44.2M |
| Tanager Wealth Management LLP | 5.67% | Add +3.6% | 495,849 | $43.6M |
| Leelyn Smith, LLC | 7.64% | Add +5.4% | 488,447 | $43.0M |
| Private Advisor Group, LLC | 0.25% | Reduce -9.3% | 475,505 | $41.8M |
| Cahill Financial Advisors Inc. | 5.43% | Reduce -1.3% | 453,732 | $39.9M |
| Financial Management Network Inc. | 8.89% | Add +1.1% | 502,966 | $39.5M |
| TTP Investments, Inc. | 16.03% | Reduce -19.4% | 432,220 | $38.0M |
| Harbor Group, Inc. | 7.20% | Add +7.2% | 409,473 | $36.0M |
| Stephens Inc. | 0.51% | Reduce -2.2% | 398,583 | $35.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -4.0% | 384,000 | $33.7M |
| Summit Asset Management, LLC | 5.68% | Add +1.6% | 372,994 | $32.8M |
| G2 Capital Management, LLC / Oh | 9.77% | Add +3.3% | 366,627 | $32.3M |
| Level Four Advisory Services, LLC | 1.27% | Add +5.7% | 351,777 | $31.0M |
| Apriem Advisors | 3.61% | Add +54.3% | 349,681 | $30.8M |
| Cerity Partners LLC | 0.06% | Reduce -1.4% | 339,624 | $29.9M |
| Foguth Wealth Management, LLC. | 6.50% | Add +35.8% | 304,581 | $26.8M |
| Ancora Advisors LLC | 0.59% | Add +22.6% | 299,334 | $26.3M |
| Planned Solutions, Inc. | 10.80% | Add +2.4% | 299,076 | $26.3M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -2.5% | 298,284 | $26.2M |
| Geneos Wealth Management Inc. | 0.86% | Reduce -12.2% | 293,040 | $25.8M |
| Signal Advisors Wealth, LLC | 2.48% | Add +44.3% | 287,923 | $25.3M |
| Visionary Wealth Advisors | 1.46% | Add +6.9% | 277,128 | $24.4M |
| Buttonwood Financial Advisors Inc. | 10.57% | Add +6.8% | 273,332 | $24.1M |
| Beaumont Financial Advisors, LLC | 1.86% | Reduce -1.8% | 269,130 | $23.7M |
| Virtus Wealth Solutions LLC | 7.16% | Reduce -1.5% | 268,259 | $23.6M |
| EP Wealth Advisors, LLC | 0.19% | Reduce -21.6% | 263,765 | $23.2M |
| Summit Financial, LLC | 0.64% | Add +4808.6% | 259,028 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +11.1% | 257,389 | $22.7M |
| MML Investors Services, LLC | 0.08% | Reduce -4.2% | 257,142 | $22.6M |
| Berkshire Money Management, Inc. | 2.51% | Add +1.7% | 253,995 | $22.4M |
| Sanctuary Advisors, LLC | 0.16% | Add +0.3% | 251,521 | $22.1M |
| Ethos Financial Group, LLC | 2.12% | No change | 238,063 | $22.1M |
| Beaumont Asset Management, L.L.C. | 13.26% | Reduce -7.5% | 249,495 | $22.0M |
| Creative Planning | 0.02% | Add +5.1% | 245,555 | $21.6M |
| Activest Wealth Management | 5.51% | Reduce -6.3% | 233,225 | $20.5M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -2.4% | 224,915 | $19.8M |
| Dynamic Advisor Solutions LLC | 0.65% | New | 224,137 | $19.7M |
| Prospera Financial Services Inc | 0.45% | Reduce -1.8% | 223,898 | $19.7M |
| Citigroup Inc. | 0.01% | Add +3.3% | 221,527 | $19.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.0% | 208,325 | $18.3M |
| MAI Capital Management | 0.14% | Add +2.4% | 204,183 | $18.0M |
| DAVENPORT & Co LLC | 0.11% | Reduce -12.8% | 202,506 | $17.8M |
| Harbour Trust & Investment Management Co | 2.06% | Add +2.7% | 193,646 | $17.0M |
| SK Wealth Management, LLC | 9.01% | Reduce -11.8% | 209,485 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +4.1% | 190,484 | $16.8M |
| Aspen Wealth Strategies, LLC | 10.97% | Reduce -12.9% | 190,236 | $16.7M |
| MinichMacGregor Wealth Management, LLC | 3.68% | Reduce -31.0% | 186,455 | $16.4M |
| Sigma Planning Corp | 0.52% | Reduce -7.7% | 185,920 | $16.4M |
| Altus Wealth Group LLC | 7.62% | Add +38.8% | 185,025 | $16.3M |
| Fiduciary Financial Group, LLC | 3.45% | Reduce -2.4% | 198,410 | $15.9M |
| Mariner, LLC | 0.03% | Reduce -2.4% | 178,555 | $15.7M |
| New England Private Wealth Advisors LLC | 2.36% | Reduce -2.3% | 173,397 | $15.3M |
| IFP Advisors, Inc | 0.47% | Reduce -3.2% | 172,694 | $15.2M |
| Richmond Investment Services, LLC | 8.11% | Add +4.9% | 169,743 | $14.9M |
| Philip James Wealth Mangement, LLC | 1.87% | Reduce -0.0% | 166,987 | $14.7M |
| HBW Advisory Services LLC | 2.09% | Add +17.4% | 166,985 | $14.7M |
| WealthPLAN Partners, LLC | 2.04% | Add +0.7% | 164,281 | $14.5M |
| Etesian Wealth Advisors, Inc. | 6.15% | Add +11.3% | 162,205 | $14.3M |
| NewEdge Advisors, LLC | 0.08% | Add +45.1% | 161,279 | $14.2M |
| Journey Strategic Wealth LLC | 0.49% | Reduce -2.8% | 160,358 | $14.1M |
| Kathleen S. Wright Associates Inc. | 5.82% | Add +2.4% | 159,960 | $14.1M |
| Empowered Funds, LLC | 0.19% | Add +22310.0% | 154,405 | $13.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -81.0% | 136,019 | $13.3M |
| Graver Capital Management, LLC | 13.49% | Add +15.9% | 150,374 | $13.2M |
| Palo Alto Wealth Advisors, LLC | 5.14% | Reduce -52.7% | 144,992 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 147,517 | $13.0M |
| S.E.E.D. Planning Group LLC | 4.36% | Reduce -14.2% | 147,027 | $12.9M |
| Family Office Research LLC | 6.30% | Add +1.4% | 147,004 | $12.9M |
| James J. Burns & Company, LLC | 2.28% | Add +24.8% | 144,348 | $12.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -12.7% | 138,557 | $12.2M |
| Fermata Advisors, LLC | 2.20% | Add +4.9% | 137,940 | $12.1M |
| Onyx Bridge Wealth Group LLC | 1.73% | Reduce -1.3% | 136,937 | $12.1M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -12.5% | 135,475 | $11.9M |
| Baird Financial Group, Inc. | 0.02% | Add +1.6% | 134,442 | $11.8M |
| Sierra Ocean, LLC | 9.33% | Add +6.2% | 134,297 | $11.8M |
| Independent Financial Group, LLC | 0.41% | Reduce -2.2% | 134,208 | $11.8M |
| Ruggaard & Associates LLC | 5.13% | Reduce -1.4% | 133,138 | $11.7M |
| Boyce & Associates Wealth Consulting, Inc. | 11.63% | Reduce -0.6% | 132,196 | $11.6M |
| Robertson Stephens Wealth Management, LLC | 0.43% | Reduce -1.9% | 131,090 | $11.5M |
| Oppenheimer & Co. Inc. | 0.17% | Add +3.3% | 127,442 | $11.2M |
| Flagstar Securities, Inc. | 2.82% | Reduce -16.3% | 125,545 | $11.0M |
| Joseph Group Capital Management | 4.22% | New | 125,342 | $11.0M |
| Eagle Strategies LLC | 1.89% | Reduce -40.6% | 123,440 | $10.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +34.3% | 119,955 | $10.6M |
| Goldstone Financial Group, LLC | 1.57% | Add +11.4% | 117,569 | $10.3M |
| Plotkin Financial Advisors, LLC | 6.36% | Add +1.8% | 117,560 | $10.3M |
| Objectivity Squared, LLC | 8.42% | Add +3.5% | 122,930 | $10.0M |
| US Financial Advisors, LLC | 2.90% | Add +0.2% | 111,627 | $9.8M |
| Equitable Holdings, Inc. | 0.09% | Add +9.8% | 109,583 | $9.6M |
| Long Island Wealth Management, Inc. | 5.84% | Add +12.2% | 108,992 | $9.6M |
| Elevation Capital Advisory, LLC | 4.17% | Add +680.3% | 108,536 | $9.6M |
| Farrow Financial, Inc. | 6.25% | Add +0.9% | 105,529 | $9.3M |
| Atria Investments, Inc | 0.12% | Reduce -7.0% | 104,018 | $9.2M |
| Novare Capital Management LLC | 0.80% | Add +1.5% | 103,499 | $9.1M |
| Patton Albertson Miller Group, LLC | 1.35% | Reduce -13.6% | 103,278 | $9.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -59.7% | 102,700 | $9.0M |
| Roundview Capital LLC | 0.64% | Reduce -11.3% | 100,124 | $8.8M |
| Corient Private Wealth LP | 0.01% | Reduce -16.0% | 99,038 | $8.7M |
| Unique Wealth Strategies, LLC | 3.91% | Reduce -0.9% | 97,789 | $8.6M |
| &partners | 0.09% | Reduce -2.0% | 98,377 | $8.5M |
| Acorn Wealth Advisors, LLC | 3.51% | Add +1.4% | 95,893 | $8.4M |
| EnRich Financial Partners LLC | 2.82% | Reduce -4.2% | 95,428 | $8.4M |
| CW Advisors, LLC | 0.10% | New | 95,094 | $8.4M |
| Marshall & Sterling Wealth Advisors Inc. | 5.66% | Add +0.2% | 94,607 | $8.3M |
| Cornerstone Advisory, LLC | 0.96% | Reduce -21.0% | 95,543 | $8.2M |
| Magnolia Capital Advisors LLC | 2.22% | Add +7.5% | 92,662 | $8.2M |
| Farther Finance Advisors, LLC | 0.20% | Reduce -13.2% | 91,478 | $8.0M |
| Pursue Wealth Partners LLC | 4.85% | Reduce -0.1% | 90,465 | $8.0M |
| Howard Financial Services, LTD. | 1.08% | Add +3.3% | 90,288 | $7.9M |
| TPG Advisors LLC | 6.12% | Reduce -1.3% | 88,183 | $7.8M |
| Two Sigma Investments, LP | 0.02% | Add +268.6% | 88,100 | $7.8M |
| Perigon Wealth Management, LLC | 0.20% | Add +9.3% | 87,993 | $7.7M |
| Compass Advisory Group LLC | 2.65% | Add +6.1% | 86,552 | $7.6M |
| Darrow Company, Inc. | 4.23% | Reduce -52.2% | 86,143 | $7.6M |
| Accredited Wealth Management, LLC | 6.37% | Add +2.0% | 85,748 | $7.5M |
| Boomfish Wealth Group, LLC | 4.80% | Reduce -4.7% | 83,977 | $7.4M |
| Smith Anglin Financial, LLC | 0.77% | Reduce -26.2% | 82,461 | $7.3M |
| AlphaCore Capital LLC | 0.61% | New | 81,800 | $7.2M |
| Allworth Financial LP | 0.04% | Reduce -7.1% | 83,954 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.22% | Add +9.6% | 80,874 | $7.1M |
| Comerica Bank | 0.03% | Reduce -9.1% | 80,318 | $7.1M |
| FWG Holdings, LLC | 3.46% | Add +1.4% | 82,123 | $7.0M |
| Financial Advocates Investment Management | 0.49% | Add +7.3% | 79,422 | $7.0M |
| Truist Financial Corp. | 0.01% | Reduce -16.4% | 78,364 | $6.9M |
| Betterment LLC | 0.02% | Add +3.3% | 78,082 | $6.9M |
| Morningstar Investment Services LLC | 1.24% | Reduce -24.6% | 77,211 | $6.8M |
| Copley Financial Group, Inc. | 5.15% | Add +1.1% | 76,507 | $6.7M |
| Tompkins Financial Corp. | 0.64% | Reduce -77.8% | 76,046 | $6.7M |
| Essex Financial Services, Inc. | 0.48% | Reduce -5.5% | 75,876 | $6.7M |
| Allen Capital Group, LLC | 0.73% | Reduce -24.2% | 72,719 | $6.4M |
| Assetmark, Inc. | 0.02% | Reduce -9.8% | 70,868 | $6.2M |
| Laurel Wealth Planning LLC | 4.14% | Reduce -17.7% | 70,793 | $6.2M |
| Argent Trust Co | 0.26% | Reduce -0.1% | 70,724 | $6.2M |
| Ferguson Shapiro LLC | 2.29% | Add +5.0% | 69,818 | $6.1M |
| Morningstar Investment Management LLC | 0.52% | Add +8.5% | 69,511 | $6.1M |
| D.A. Davidson & Co. | 0.05% | Add +5.2% | 68,818 | $6.1M |
| IHT Wealth Management, LLC | 0.19% | Reduce -7.5% | 68,226 | $6.0M |
| Snider Financial Group | 1.94% | Add +1.4% | 67,692 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -3.7% | 67,631 | $6.0M |
| Wimmer Associates 1, LLC | 3.09% | Reduce -9.0% | 64,413 | $5.9M |
| VestGen Advisors, LLC | 0.26% | — | 65,990 | $5.8M |
| Cabot Wealth Management Inc. | 0.73% | Add +7.0% | 65,489 | $5.8M |
| Sterling Investment Advisors, Ltd. | 1.38% | Reduce -11.0% | 65,310 | $5.7M |
| WealthPlan Investment Management, LLC | 0.56% | Add +5.2% | 64,562 | $5.7M |
| Western Wealth Management, LLC | 0.37% | Reduce -6.9% | 63,523 | $5.6M |
| Goodman Advisory Group, LLC | 1.70% | Reduce -2.8% | 63,219 | $5.6M |
| Legacy Solutions, LLC | 6.09% | Reduce -4.4% | 62,873 | $5.5M |
| Byrne Financial Freedom, LLC | 3.13% | Add +2.8% | 62,652 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.25% | Add +10.6% | 62,005 | $5.5M |
| AdvisorNet Financial, Inc | 0.41% | Add +2.2% | 61,953 | $5.5M |
| Tacita Capital Inc | 3.90% | Reduce -2.6% | 61,552 | $5.4M |
| Boston Family Office LLC | 0.38% | Add +26.5% | 60,823 | $5.4M |
| Sentinel Pension Advisors, LLC | 0.98% | Reduce -1.4% | 60,443 | $5.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0.76% | Reduce -60.1% | 60,007 | $5.3M |
| Tranquility Partners, LLC | 1.97% | Add +0.4% | 57,869 | $5.1M |
| Midwest Financial Group LLC | 2.91% | Add +2.5% | 56,874 | $5.0M |
| Mengis Capital Management, Inc. | 1.05% | Add +0.6% | 56,815 | $5.0M |
| Lunt Capital Management, Inc. | 1.80% | Add +4.3% | 56,358 | $5.0M |
| Lido Advisors, LLC | 0.03% | Reduce -7.7% | 55,796 | $4.9M |
| Fortune Financial Advisors, LLC | 4.20% | Add +4.0% | 55,390 | $4.9M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -55.3% | 54,720 | $4.8M |
| John W. Brooker & Co., CPAs | 1.99% | Add +6.6% | 54,671 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -4.5% | 54,635 | $4.8M |
| Modern Wealth Management, LLC | 0.15% | Reduce -3.6% | 54,166 | $4.8M |
| Goepper Burkhardt LLC | 1.90% | Reduce -3.4% | 54,003 | $4.8M |
| Flow Traders U.S. LLC | 0.20% | New | 53,973 | $4.8M |
| Barings LLC | 0.12% | Reduce -79.4% | 53,593 | $4.7M |
| Fifth Third Securities, Inc. | 0.40% | Reduce -24.4% | 53,351 | $4.7M |
| YHB Investment Advisors, Inc. | 0.39% | Add +3.2% | 53,285 | $4.7M |
| Avalon Capital Management | 1.36% | Reduce -20.2% | 53,089 | $4.7M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +105.9% | 52,700 | $4.6M |
| Financial Partners Group, Inc | 0.71% | Reduce -2.5% | 52,389 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +119.7% | 50,756 | $4.5M |
| Smith, Moore & Co. | 0.41% | Add +1.2% | 50,339 | $4.4M |
| IMG Wealth Management, Inc. | 3.93% | Add +4.8% | 49,671 | $4.4M |
| Advisor OS, LLC | 0.49% | Add +6.1% | 49,358 | $4.3M |
| Santori & Peters, Inc. | 1.75% | Reduce -2.0% | 49,354 | $4.3M |
| Farrell Financial LLC | 3.16% | Reduce -1.2% | 49,246 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | Reduce -7.3% | 49,099 | $4.3M |
| Cary Street Partners Financial LLC | 0.13% | Add +1.7% | 48,569 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.0% | 48,217 | $4.2M |
| Centaurus Financial, Inc. | 0.25% | Reduce -3.4% | 47,733 | $4.2M |
| Kraft, Davis & Associates, LLC | 1.34% | Add +3.1% | 50,856 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +5.8% | 47,071 | $4.1M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.0% | 46,997 | $4.1M |
| Burns Matteson Capital Management, LLC | 2.22% | Add +0.8% | 46,798 | $4.1M |
| Destiny Wealth Partners, LLC | 0.65% | Add +6.2% | 46,443 | $4.1M |
| Mutual Advisors, LLC | 0.12% | Reduce -0.8% | 47,746 | $4.1M |
| Rehmann Capital Advisory Group | 0.25% | Reduce -0.1% | 45,651 | $4.0M |
| StoneX Group Inc. | 0.22% | Reduce -2.1% | 45,435 | $4.0M |
| Flputnam Investment Management Co. | 0.07% | New | 45,416 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.5% | 45,272 | $4.0M |
| Paragon Advisors, LLC | 1.50% | Add +13.2% | 45,121 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +1.5% | 44,961 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -70.6% | 44,797 | $3.9M |
| Stonebridge Financial Planning Group, LLC | 1.79% | Add +15.8% | 44,528 | $3.9M |
| Advisor Resource Council | 0.31% | Reduce -48.1% | 44,085 | $3.9M |
| Roberts Glore & Co. Inc. | 1.17% | Add +6.6% | 43,746 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +294.3% | 42,459 | $3.7M |
| XML Financial, LLC | 0.34% | Add +14.4% | 41,366 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -15.2% | 41,133 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -15.2% | 41,133 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -4.6% | 40,788 | $3.6M |
| Archford Capital Strategies, LLC | 0.52% | Reduce -66.6% | 40,684 | $3.6M |
| PSI Advisors, LLC | 1.16% | Reduce -10.2% | 40,501 | $3.6M |
| Ayalon Insurance Comp Ltd. | 1.13% | Reduce -25.3% | 39,955 | $3.5M |
| D. E. Shaw & Co. | 0.00% | New | 39,721 | $3.5M |
| McCarthy & Cox | 1.52% | Add +0.1% | 39,545 | $3.5M |
| Aberdeen Group plc | 0.01% | Reduce -63.7% | 39,539 | $3.5M |
| Sunpointe, LLC | 1.84% | Add +3.1% | 39,199 | $3.4M |
| IRON Financial LLC | 1.91% | Add +0.2% | 38,744 | $3.4M |
| Trajan Wealth LLC | 0.18% | Reduce -1.2% | 38,303 | $3.4M |
| Westshore Wealth, LLC | 1.41% | Reduce -9.9% | 37,885 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +17.9% | 37,489 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -10.3% | 37,388 | $3.3M |
| Atlas Wealth LLC | 1.78% | Add +15.2% | 37,079 | $3.3M |
| Financial Partners Group, LLC | 1.42% | Add +15.6% | 37,064 | $3.3M |
| Darwin Wealth Management, LLC | 1.09% | No change | 34,906 | $3.2M |
| Panoramic Investment Advisors, LLC | 2.19% | Reduce -9.6% | 36,775 | $3.2M |
| Vantage Point Financial LLC | 1.61% | Add +1.4% | 36,411 | $3.2M |
| Rooted Wealth Advisors, Inc. | 1.38% | Add +7.4% | 40,698 | $3.2M |
| Opal Wealth Advisors, LLC | 0.99% | Add +13.5% | 36,371 | $3.2M |
| FMR LLC | 0.00% | Reduce -1.3% | 35,318 | $3.1M |
| RDA Financial Network | 0.92% | Add +4.5% | 35,220 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -36.5% | 34,746 | $3.1M |
| Collaborative Wealth Managment Inc. | 1.42% | Reduce -6.2% | 34,457 | $3.0M |
| Ogorek Anthony Joseph /NY/ | 0.98% | Reduce -70.5% | 33,976 | $3.0M |
| GPS Wealth Strategies Group, LLC | 0.40% | Reduce -22.3% | 33,952 | $3.0M |
| Transform Wealth, LLC | 0.18% | Reduce -7.5% | 33,316 | $2.9M |
| Endowment Wealth Management, Inc. | 1.79% | Add +8.3% | 31,574 | $2.8M |
| Cookson Peirce & Co. Inc. | 0.14% | Reduce -2.5% | 31,455 | $2.8M |
| BXM Wealth LLC | 3.30% | Add +565.9% | 31,189 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Add +5.3% | 30,699 | $2.7M |
| Able Wealth Management LLC | 1.58% | Add +37.3% | 30,371 | $2.7M |
| Chris Bulman Inc | 1.66% | Reduce -6.5% | 29,818 | $2.6M |
| Creekside Partners | 1.36% | Add +0.9% | 29,576 | $2.6M |
| Compound Planning, Inc. | 0.12% | Reduce -4.0% | 29,490 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.24% | Reduce -18.4% | 28,624 | $2.5M |
| White Knight Strategic Wealth Advisors, LLC | 2.30% | Reduce -51.1% | 28,419 | $2.5M |
| Focus Partners Wealth | 0.01% | Reduce -51.2% | 28,372 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.5% | 28,200 | $2.5M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -3.5% | 27,866 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 27,806 | $2.4M |
| Lansing Street Advisors | 0.81% | Reduce -0.2% | 27,445 | $2.4M |
| Garden State Investment Advisory Services LLC | 0.77% | Add +28.6% | 27,337 | $2.4M |
| Principal Securities, Inc. | 0.05% | No change | 25,857 | $2.4M |
| Victory Financial Group, LLC | 0.46% | New | 27,167 | $2.4M |
| Maridea Wealth Management LLC | 0.77% | Reduce -15.2% | 26,684 | $2.3M |
| DHK Financial Advisors, Inc. | 1.29% | Reduce -56.3% | 26,666 | $2.3M |
| Jacksonville Wealth Management, LLC | 2.30% | Reduce -0.1% | 26,508 | $2.3M |
| GTS Securities LLC | 0.10% | New | 25,899 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 24,401 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.79% | Add +1.0% | 25,552 | $2.2M |
| Provident Wealth Management, LLC | 0.77% | Reduce -25.6% | 25,288 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Reduce -4.1% | 25,129 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.33% | Add +0.6% | 24,762 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -0.8% | 24,647 | $2.2M |
| First Financial Group Corp | 2.45% | Reduce -3.3% | 24,639 | $2.2M |
| Crux Wealth Advisors | 1.12% | Reduce -6.4% | 24,458 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +18.0% | 24,226 | $2.1M |
| Cross Staff Investments Inc | 1.59% | Add +1.6% | 24,005 | $2.1M |
| Schorn Wealth LLC | 0.69% | Reduce -21.2% | 23,821 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +11.6% | 23,696 | $2.1M |
| Tme Financial, Inc. | 1.81% | New | 23,663 | $2.1M |
| Quantinno Capital Management LP | 0.01% | New | 23,521 | $2.1M |
| HHM Wealth Advisors, LLC | 0.27% | No change | 23,086 | $2.0M |
| Parametrica Management Ltd | 3.39% | Reduce -20.2% | 22,900 | $2.0M |
| Cutler Capital Management, LLC | 0.89% | Add +2.7% | 22,743 | $2.0M |
| Realta Investment Advisors | 0.91% | Reduce -18.7% | 22,692 | $2.0M |
| Inspire Advisors, LLC | 0.23% | Reduce -5.5% | 22,583 | $2.0M |
| Whipplewood Advisors, LLC | 1.17% | Reduce -98.3% | 395 | $2.0M |
| Peak Financial Advisors LLC | 1.01% | Reduce -47.5% | 22,509 | $2.0M |
| Cascade Financial Partners, LLC | 0.25% | Reduce -41.4% | 22,445 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +32.8% | 22,401 | $2.0M |
| EWG Elevate Inc. | 0.73% | Reduce -16.7% | 21,860 | $1.9M |
| AQR Capital Management | 0.00% | Add +16.9% | 21,523 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | Add +41.8% | 21,418 | $1.9M |
| Rollins Financial Advisors, LLC | 0.33% | Reduce -15.9% | 21,305 | $1.9M |
| KPP Advisory Services LLC | 0.35% | Reduce -33.3% | 21,155 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -34.4% | 20,593 | $1.8M |
| Hickory Asset Management, Inc. | 1.58% | Reduce -8.3% | 20,192 | $1.8M |
| Gries Financial LLC | 0.34% | Reduce -3.9% | 20,131 | $1.8M |
| Fca Corp. | 0.56% | Reduce -4.5% | 20,083 | $1.8M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -14.1% | 19,941 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +0.1% | 19,659 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -28.5% | 19,659 | $1.7M |
| Retireful, LLC | 1.63% | New | 14,767 | $1.7M |
| World Investment Advisors | 0.04% | Reduce -71.4% | 19,548 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.77% | Add +7.5% | 19,528 | $1.7M |
| BCS Wealth Management | 0.44% | Reduce -7.3% | 19,545 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.23% | — | 19,356 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -40.6% | 19,375 | $1.7M |
| L & S Advisors Inc | 0.24% | Add +32.2% | 19,291 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.59% | Reduce -1.7% | 18,963 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -4.1% | 18,961 | $1.7M |
| Summit Wealth Partners, LLC | 0.32% | Add +0.1% | 18,048 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -24.8% | 17,874 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Reduce -8.7% | 17,818 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -25.1% | 17,738 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -56.5% | 17,656 | $1.6M |
| Marshall Financial Group, LLC | 0.34% | Reduce -6.6% | 17,503 | $1.5M |
| HRT Financial LP | 0.01% | New | 17,051 | $1.5M |
| MADDEN SECURITIES Corp | 0.58% | No change | 17,000 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | New | 17,076 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Reduce -6.2% | 16,671 | $1.5M |
| Triumph Capital Management | 0.49% | Reduce -31.5% | 16,567 | $1.5M |
| Main Street Financial Solutions, LLC | 0.12% | New | 16,150 | $1.4M |
| Calton & Associates, Inc. | 0.32% | Add +626.9% | 16,137 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +4.1% | 15,884 | $1.4M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -34.8% | 15,654 | $1.4M |
| Wolff Wiese Magana LLC | 0.93% | Add +1.4% | 15,598 | $1.4M |
| United Community Bank | 0.51% | Reduce -0.5% | 15,575 | $1.4M |
| Trademark Financial Management, LLC | 1.04% | Reduce -29.6% | 15,552 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Reduce -6.7% | 15,477 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -89.3% | 15,450 | $1.4M |
| Smart Money Group LLC | 0.46% | Reduce -95.2% | 15,413 | $1.4M |
| Cozad Asset Management Inc. | 0.14% | No change | 15,408 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.13% | Reduce -6.7% | 15,008 | $1.3M |
| PKS Advisory Services, LLC | 0.36% | Add +26.8% | 14,974 | $1.3M |
| Winebrenner Capital Management LLC | 1.18% | Reduce -2.5% | 14,881 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -24.8% | 14,847 | $1.3M |
| Rik Saylor Financial, Inc. | 1.15% | Reduce -4.2% | 14,803 | $1.3M |
| Defined Wealth Management, LLC | 0.86% | Reduce -0.5% | 14,489 | $1.3M |
| Perennial Investment Advisors, LLC | 0.14% | Add +147.8% | 14,195 | $1.2M |
| Uptick Partners, LLC | 0.42% | Reduce -5.3% | 14,032 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +26.5% | 13,965 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -0.6% | 13,471 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +125.3% | 13,835 | $1.2M |
| Patten Group, Inc. | 0.28% | Reduce -11.3% | 13,725 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 13,679 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 15,660 | $1.2M |
| Two Sigma Securities, LLC | 0.18% | New | 13,619 | $1.2M |
| Dumont & Blake Investment Advisors LLC | 0.33% | Reduce -29.7% | 13,552 | $1.2M |
| Mendel Money Management | 0.56% | Add +4.5% | 13,429 | $1.2M |
| M3 Advisory Group, LLC | 0.93% | Add +1.6% | 13,317 | $1.2M |
| Cornerstone Financial Group, LLC | 1.01% | Add +4.3% | 12,388 | $1.1M |
| Warner Financial, Inc. | 0.49% | Reduce -5.7% | 12,573 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 12,530 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.1M |
| Founders Financial Securities LLC | 0.09% | Add +7.0% | 12,612 | $1.1M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -27.2% | 12,216 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 12,131 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +1.9% | 12,037 | $1.1M |
| Rothschild Wealth LLC | 0.30% | Add +11.8% | 12,021 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -24.1% | 11,650 | $1.0M |
| Oliver Luxxe Assets LLC | 0.19% | Reduce -47.3% | 11,507 | $1.0M |
| PCG Wealth Advisors, LLC | 0.35% | Reduce -43.4% | 11,311 | $995K |
| AlphaStar Capital Management, LLC | 0.10% | Add +5.6% | 11,255 | $990K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -58.3% | 11,115 | $978K |
| Bawa N Mallick Trust | 0.46% | No change | 11,000 | $968K |
| Keystone Financial Group | 0.10% | Add +21.7% | 10,793 | $950K |
| Castle Rock Wealth Management, LLC | 0.26% | No change | 10,807 | $947K |
| Choreo, LLC | 0.01% | Reduce -0.1% | 10,758 | $947K |
| Natixis Advisors, LLC | 0.00% | New | 10,657 | $938K |
| Principle Wealth Partners LLC | 0.07% | Reduce -8.0% | 10,494 | $923K |
| Advyzon Investment Management, LLC | 0.32% | Reduce -14.0% | 10,438 | $919K |
| Arq Wealth Advisors, LLC | 0.34% | Add +25.6% | 10,438 | $919K |
| US Bancorp \de | 0.00% | Reduce -44.0% | 10,368 | $912K |
| Phraction Management LLC | 0.33% | No change | 10,345 | $910K |
| United Advisor Group, LLC | 0.19% | Reduce -3.9% | 10,269 | $904K |
| MGB Wealth Management, LLC | 0.32% | No change | 10,184 | $896K |
| Ascension Capital Advisors, Inc. | 0.41% | Add +2.1% | 10,098 | $889K |
| Nilsine Partners, LLC | 0.10% | Add +2.2% | 10,008 | $881K |
| Strategic Investment Solutions, Inc. | 0.26% | Reduce -15.6% | 10,007 | $881K |
| Pekin Hardy Strauss, Inc. | 0.11% | Add +59.0% | 9,850 | $867K |
| Root Financial Partners, LLC | 0.09% | Reduce -2.4% | 9,784 | $861K |
| Samalin Investment Counsel, LLC | 0.35% | Reduce -10.6% | 9,677 | $852K |
| Walled Lake Planning & Wealth Management, LLC | 0.30% | Add +2.1% | 9,637 | $848K |
| Sovran Advisors, LLC | 0.11% | Reduce -8.6% | 10,403 | $844K |
| Soundwatch Capital LLC | 0.38% | Reduce -24.4% | 9,574 | $842K |
| Mission Wealth Management, LP | 0.02% | Reduce -9.6% | 9,550 | $840K |
| Larson Financial Group LLC | 0.04% | Add +8.8% | 9,374 | $825K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +2.0% | 9,177 | $808K |
| Sovereign Financial Group, Inc. | 0.18% | Add +8.6% | 9,130 | $803K |
| Anchor Investment Management, LLC | 0.07% | Reduce -4.2% | 8,893 | $783K |
| Kaydan Wealth Management, Inc. | 0.25% | No change | 8,808 | $775K |
| Sugar Maple Asset Management, LLC | 0.59% | Reduce -85.4% | 8,585 | $755K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -84.8% | 8,425 | $741K |
| ORG Partners LLC | 0.19% | New | 8,375 | $734K |
| HB Wealth Management, LLC | 0.01% | New | 8,340 | $734K |
| Members Wealth LLC | 0.55% | Reduce -22.2% | 8,316 | $732K |
| Townsquare Capital LLC | 0.01% | Add +108.4% | 8,274 | $728K |
| First Community Trust NA | 0.63% | No change | 8,242 | $725K |
| Trilogy Capital Inc. | 0.04% | Reduce -3.5% | 8,234 | $725K |
| Autumn Glory Partners, LLC | 0.35% | No change | 8,121 | $715K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 8,048 | $708K |
| TFR Capital, LLC. | 0.29% | Reduce -72.5% | 8,009 | $705K |
| Resurgent Financial Advisors LLC | 0.42% | Reduce -6.9% | 7,931 | $698K |
| ProVise Management Group, LLC | 0.06% | Reduce -14.2% | 7,776 | $684K |
| 1620 Investment Advisors, Inc. | 0.54% | Add +9.6% | 7,774 | $684K |
| WealthBridge Capital Management, LLC | 0.19% | Add +5.3% | 7,706 | $678K |
| FSC Wealth Advisors, LLC | 0.44% | Reduce -3.2% | 7,703 | $678K |
| Van Den Berg Management I, Inc. | 0.21% | Reduce -2.9% | 7,697 | $677K |
| Valued Retirements, Inc. | 0.89% | No change | 7,661 | $674K |
| Beckerman Institutional, LLC | 0.49% | Reduce -9.1% | 7,643 | $673K |
| Legacy Private Trust Co. | 0.04% | Reduce -13.8% | 7,447 | $655K |
| Park Avenue Securities LLC | 0.01% | Add +14.6% | 7,093 | $624K |
| Meitav Investment House Ltd. | 0.01% | Reduce -35.0% | 7,024 | $614K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -53.2% | 6,957 | $612K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -13.0% | 6,939 | $611K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +9.6% | 6,800 | $598K |
| Western Pacific Wealth Management, LP | 0.54% | No change | 6,767 | $596K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -72.6% | 6,636 | $584K |
| First Horizon Advisors, Inc. | 0.02% | Add +5.6% | 6,567 | $578K |
| Moors & Cabot, Inc. | 0.03% | Add +4.0% | 6,547 | $576K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -1.1% | 6,463 | $569K |
| Parkside Financial Bank & Trust | 0.07% | No change | 6,375 | $561K |
| Beck Capital Management, LLC | 0.16% | Add +1.5% | 6,241 | $549K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -1.1% | 6,175 | $543K |
| LexAurum Advisors, LLC | 0.10% | New | 6,156 | $542K |
| Swmg, LLC | 0.21% | Add +26.4% | 6,320 | $538K |
| Belpointe Asset Management LLC | 0.03% | Reduce -31.5% | 6,108 | $538K |
| Glassy Mountain Advisors, Inc. | 0.19% | Add +10.4% | 6,053 | $533K |
| Randolph Co Inc | 0.06% | Reduce -12.7% | 6,031 | $531K |
| Bank of Montreal | 0.00% | Add +10.3% | 6,005 | $528K |
| 360 Financial, Inc. | 0.19% | Reduce -8.5% | 5,995 | $528K |
| Integrity Alliance, Llc. | 0.02% | Add +0.8% | 5,968 | $525K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.5% | 5,926 | $522K |
| Balance Wealth Partners LLC | 0.34% | — | 5,896 | $519K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.8% | 5,896 | $519K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -9.8% | 5,844 | $514K |
| Synovus Financial Corp. | 0.01% | Reduce -7.3% | 5,771 | $508K |
| Eclectic Associates Inc. | 0.14% | Reduce -6.6% | 5,737 | $505K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -9.3% | 5,679 | $500K |
| Lanark Financial, Inc. | 0.04% | — | 5,674 | $499K |
| Anson Capital, Inc. | 0.42% | Reduce -85.0% | 5,602 | $493K |
| XTX Topco Ltd | 0.03% | New | 5,592 | $492K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $485K |
| Dash Acquisitions Inc. | 0.11% | Add +3.0% | 5,329 | $484K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,453 | $480K |
| Stillwater Wealth Management Group | 0.41% | Add +0.7% | 5,435 | $478K |
| Southland Equity Partners LLC | 0.11% | Reduce -9.3% | 5,373 | $473K |
| New Insight Wealth Advisors | 0.21% | No change | 5,290 | $466K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -37.9% | 5,279 | $465K |
| PFG Advisors | 0.03% | Add +0.5% | 5,223 | $460K |
| Asset Dedication, LLC | 0.04% | No change | 5,192 | $457K |
| Money Concepts Capital Corp. | 0.03% | Add +6.6% | 5,188 | $457K |
| FAS Wealth Partners, Inc. | 0.04% | Add +7.4% | 5,075 | $447K |
| Virtue Capital Management, LLC | 0.05% | New | 5,073 | $446K |
| Brighton Jones LLC | 0.01% | Reduce -11.4% | 5,043 | $444K |
| QSV Equity Investors LLC | 0.46% | No change | 5,003 | $440K |
| Iams Wealth Management, LLC | 0.20% | Add +7.7% | 5,000 | $440K |
| Smith Thornton Advisors LLC | 0.27% | Reduce -63.3% | 4,967 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.7% | 4,965 | $437K |
| Kovack Advisors, Inc. | 0.05% | Reduce -6.5% | 4,916 | $433K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -91.6% | 4,893 | $431K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +25.0% | 4,871 | $429K |
| Capasso Planning Partners LLC | 0.18% | Reduce -31.5% | 4,848 | $427K |
| Keeler Thomas Management LLC | 0.21% | Reduce -64.7% | 4,847 | $427K |
| Flynn Zito Capital Management, LLC | 0.19% | Reduce -94.9% | 4,802 | $423K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,772 | $420K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -3.3% | 4,769 | $420K |
| Blossom Wealth Management | 0.84% | Reduce -3.5% | 4,766 | $419K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.3% | 4,712 | $415K |
| CFO4Life Group, LLC | 0.07% | No change | 4,685 | $412K |
| Sageworth Trust Co of South Dakota | 0.49% | No change | 4,679 | $412K |
| Welch & Forbes LLC | 0.01% | No change | 4,656 | $410K |
| Turning Point Benefit Group, Inc. | 0.37% | Add +114.1% | 5,094 | $400K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -21.0% | 4,540 | $400K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -27.8% | 4,533 | $399K |
| Landaas & Co. /Wi | 0.11% | No change | 4,493 | $395K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +90.4% | 4,483 | $393K |
| Intrua Financial, LLC | 0.06% | Reduce -5.1% | 4,452 | $392K |
| Family Capital Management, Inc. | 0.24% | No change | 4,451 | $392K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +94.7% | 4,438 | $391K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -13.8% | 4,376 | $385K |
| HBK Sorce Advisory LLC | 0.01% | New | 4,314 | $380K |
| Atlas Brown,Inc. | 0.13% | Add +1.6% | 4,297 | $378K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,280 | $377K |
| Accelerate Investment Advisors LLC | 0.31% | Reduce -21.5% | 4,273 | $376K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,256 | $375K |
| Savant Capital, LLC | 0.00% | Add +1.1% | 4,222 | $372K |
| Endeavor Private Wealth, Inc. | 0.20% | Add +38.7% | 4,207 | $370K |
| IPG Investment Advisors LLC | 0.08% | No change | 4,135 | $364K |
| Private Trust Co. NA | 0.04% | Reduce -16.8% | 4,125 | $363K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 4,111 | $362K |
| Weaver Consulting Group | 0.11% | Add +1.3% | 4,077 | $359K |
| Stiles Financial Services Inc | 0.14% | No change | 4,060 | $357K |
| Arkadios Wealth Advisors | 0.01% | Add +39.8% | 4,039 | $355K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +28.2% | 3,943 | $347K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.5% | 3,788 | $333K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,776 | $332K |
| Bell Bank | 0.02% | Add +50.9% | 3,760 | $331K |
| Spire Wealth Management | 0.01% | Add +1.1% | 3,724 | $328K |
| GatePass Capital, LLC | 0.25% | Reduce -12.8% | 3,718 | $327K |
| NFSG Corp | 0.08% | Reduce -27.4% | 3,702 | $326K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +7.9% | 3,653 | $321K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $320K |
| Fairscale Capital, LLC | 0.28% | Reduce -30.3% | 3,566 | $314K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | Reduce -8.0% | 3,901 | $312K |
| Madden Advisory Services, Inc. | 0.14% | Add +0.1% | 3,511 | $309K |
| Clarity Capital Partners LLC | 0.12% | Reduce -12.6% | 3,470 | $305K |
| Aventura Private Wealth, LLC | 0.16% | No change | 3,426 | $301K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -99.0% | 3,425 | $301K |
| First American Trust, FSB | 0.03% | Reduce -10.0% | 3,399 | $299K |
| Regal Investment Advisors LLC | 0.02% | Add +13.6% | 3,383 | $298K |
| Barnett & Company, Inc. | 0.25% | Reduce -1.0% | 3,360 | $296K |
| Debussy Capital Management LP | 0.05% | No change | 3,327 | $293K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $292K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -31.3% | 3,402 | $291K |
| First Trust Advisors LP | 0.00% | No change | 3,301 | $290K |
| Drive Wealth Management, LLC | 0.07% | New | 3,300 | $290K |
| SFE Investment Counsel | 0.06% | New | 3,287 | $289K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 3,279 | $289K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -10.3% | 3,279 | $289K |
| Westend Capital Management, LLC | 0.11% | Add +0.1% | 3,277 | $288K |
| Future Financial Wealth Managment LLC | 0.21% | Reduce -92.7% | 3,219 | $283K |
| Tudor Investment Corporation | 0.00% | New | 3,188 | $281K |
| Schechter Investment Advisors, LLC | 0.02% | New | 3,175 | $279K |
| QRG Capital Management, Inc. | 0.00% | Add +39.2% | 3,128 | $275K |
| Bay Capital Advisors, LLC | 0.23% | Reduce -13.5% | 3,107 | $273K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -4.5% | 3,078 | $271K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +41.6% | 3,086 | $271K |
| Old Second National Bank of Aurora | 0.06% | No change | 3,036 | $267K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $267K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 2,861 | $265K |
| Mgo One Seven LLC | 0.01% | Add +2.6% | 2,996 | $264K |
| True North Advisors, LLC | 0.05% | New | 2,994 | $263K |
| Wolff Financial Management LLC | 0.07% | No change | 2,918 | $257K |
| Emergent Wealth Advisors, LLC | 0.19% | Reduce -3.4% | 2,918 | $257K |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 2,909 | $256K |
| Red Mountain Financial, LLC | 0.31% | No change | 2,892 | $254K |
| TD Capital Management LLC | 0.03% | Reduce -18.9% | 2,891 | $254K |
| Tiaa Trust, National Association | 0.00% | New | 2,880 | $253K |
| One Capital Management, LLC | 0.01% | Add +1.5% | 2,879 | $253K |
| Essex Bank | 0.06% | Reduce -0.5% | 2,861 | $252K |
| Sowell Financial Services LLC | 0.01% | New | 2,842 | $250K |
| Clarus Group, Inc. | 0.10% | Reduce -64.1% | 2,814 | $248K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.5% | 2,809 | $247K |
| CapWealth Advisors, LLC | 0.03% | Reduce -2.9% | 2,785 | $245K |
| Glen Eagle Advisors, LLC | 0.04% | New | 2,778 | $244K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.9% | 2,760 | $243K |
| Private Client Services, LLC | 0.12% | Reduce -12.1% | 2,745 | $242K |
| Culbertson A N & Co. Inc. | 0.04% | Add +19.0% | 2,701 | $238K |
| LaSalle St. Investment Advisors, LLC | 0.06% | No change | 2,700 | $237K |
| Wbi Investments, LLC | 0.06% | New | 2,686 | $236K |
| Savvy Advisors, Inc. | 0.02% | Reduce -24.5% | 2,659 | $234K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.8% | 2,630 | $231K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.4% | 2,623 | $231K |
| Davis R M Inc. | 0.00% | Add +16.8% | 2,620 | $231K |
| Moneco Advisors, LLC | 0.02% | Add +17.1% | 2,618 | $230K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,600 | $229K |
| Waddell & Associates, LLC | 0.03% | Add +2.3% | 2,597 | $229K |
| Sensible Money, LLC | 0.10% | No change | 2,589 | $228K |
| Advisory Services Network, LLC | 0.00% | Reduce -23.5% | 2,586 | $228K |
| Riverchase Wealth Management, LLC | 0.16% | Reduce -17.7% | 2,582 | $227K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -20.4% | 2,581 | $227K |
| Venture Visionary Partners LLC | 0.01% | New | 2,532 | $223K |
| LPF Advisors LLC | 0.18% | No change | 2,530 | $223K |
| Keybank National Association | 0.00% | New | 2,521 | $222K |
| Clare Market Investments LLC | 0.06% | Reduce -2.5% | 2,513 | $221K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.0% | 2,497 | $220K |
| Willner & Heller, LLC | 0.20% | No change | 2,496 | $220K |
| Insight Advisors, LLC/ PA | 0.04% | New | 2,486 | $219K |
| Lowe Wealth Advisors, LLC | 0.09% | No change | 2,484 | $219K |
| Commerce Bank | 0.00% | No change | 2,478 | $218K |
| Chokshi & Queen Wealth Advisors, Inc | 0.14% | No change | 2,455 | $216K |
| Piedmont Capital Management, LLC | 0.15% | No change | 2,820 | $216K |
| BlackRock, Inc. | 0.00% | Add +12.5% | 2,430 | $214K |
| Auxano Advisors, LLC | 0.06% | New | 2,423 | $213K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $208K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 2,356 | $207K |
| Quad-Cities Investment Group, LLC | 0.10% | New | 2,346 | $206K |
| Saxony Capital Management, LLC | 0.18% | Add +3.6% | 2,321 | $204K |
| Mosaic Financial Group, LLC | 0.17% | No change | 2,314 | $204K |
| IFG Advisory, LLC | 0.01% | No change | 2,301 | $203K |
| Mirador Capital Partners LP | 0.04% | No change | 2,286 | $201K |
| Key Financial Inc | 0.04% | No change | 2,242 | $197K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.3% | 1,947 | $171K |
| Rakuten Investment Management, Inc. | 0.00% | — | 1,928 | $169K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,901 | $167K |
| Avion Wealth | 0.04% | No change | 1,786 | $165K |
| Cheviot Value Management, LLC | 0.02% | New | 1,851 | $160K |
| SouthState Bank Corp | 0.01% | New | 1,811 | $159K |
| Ameliora Wealth Management Ltd. | 0.06% | Reduce -46.1% | 1,750 | $154K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,337 | $118K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $113K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $106K |
| Crewe Advisors LLC | 0.01% | Reduce -15.9% | 1,182 | $104K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 1,135 | $100K |
| First PREMIER Bank | 0.02% | No change | 1,065 | $94K |
| Rothschild Investment LLC | 0.01% | Reduce -39.7% | 1,042 | $92K |
| GAMMA Investing LLC | 0.01% | Add +29.7% | 1,005 | $88K |
| Capital Analysts, LLC | 0.00% | Reduce -2.6% | 1,001 | $88K |
| Headlands Technologies LLC | 0.01% | Reduce -78.6% | 998 | $88K |
| Wealth Preservation Advisors, LLC | 0.06% | — | 928 | $82K |
| Financial Freedom, LLC | 0.04% | No change | 889 | $78K |
| EPG Wealth Management LLC | 0.02% | No change | 850 | $75K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $74K |
| Founders Financial Alliance, LLC | 0.02% | No change | 832 | $73K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -9.6% | 819 | $72K |
| TCTC Holdings, LLC | 0.00% | Reduce -11.1% | 805 | $71K |
| Rise Advisors, LLC | 0.03% | New | 758 | $67K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $65K |
| Signaturefd, LLC | 0.00% | No change | 700 | $62K |
| Glassman Wealth Services | 0.01% | No change | 691 | $61K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $58K |
| Arax Advisory Partners | 0.00% | Add +213.9% | 634 | $56K |
| Barclays PLC | 0.00% | No change | 606 | $53K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $53K |
| Continuum Advisory, LLC | 0.01% | Add +12.8% | 599 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 581 | $51K |
| Bellwether Advisors, LLC | 0.01% | No change | 569 | $50K |
| Sound Income Strategies, LLC | 0.00% | No change | 534 | $47K |
| Coldstream Capital Management Inc. | 0.00% | New | 525 | $46K |
| Centerpoint Advisors, LLC | 0.02% | Reduce -16.2% | 516 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | New | 508 | $45K |
| Fairman Group, LLC | 0.04% | No change | 475 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 488 | $43K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.6% | 487 | $43K |
| Transce3nd, LLC | 0.02% | Add +0.6% | 476 | $42K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -5.8% | 469 | $41K |
| NorthRock Partners, LLC | 0.00% | Add +477.5% | 462 | $41K |
| BNP Paribas Financial Markets | 0.00% | Add +392.4% | 453 | $40K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $40K |
| Vision Financial Markets LLC | 0.04% | New | 429 | $38K |
| Addison Advisors LLC | 0.01% | No change | 405 | $36K |
| Davidson Capital Management Inc. | 0.01% | Reduce -99.8% | 403 | $35K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $35K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 373 | $35K |
| Glenmede Trust Co. NA | 0.00% | New | 361 | $32K |
| Sandy Spring Bank | 0.00% | No change | 360 | $32K |
| Hartford Financial Management Inc. | 0.01% | Add +24.9% | 351 | $31K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 333 | $29K |
| Kiker Wealth Management, LLC | 0.02% | Add +21.6% | 332 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 322 | $28K |
| Pflug Koory, LLC | 0.02% | No change | 309 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $27K |
| Clearstead Trust, LLC | 0.01% | Reduce -39.9% | 301 | $26K |
| Garrison Bradford & Associates Inc. | 0.03% | New | 300 | $26K |
| Kentucky Trust Co | 0.02% | No change | 300 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 300 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 300 | $26K |
| Concord Wealth Partners | 0.00% | Reduce -97.5% | 292 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | New | 290 | $26K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 277 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +3.0% | 274 | $24K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $24K |
| Van Eck Associates Corp. | 0.00% | No change | 241 | $21K |
| Rialto Wealth Management, LLC | 0.01% | No change | 234 | $21K |
| Bfsg, LLC | 0.00% | Reduce -37.5% | 225 | $20K |
| Tsfg, LLC | 0.00% | No change | 221 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 204 | $18K |
| Abound Wealth Management | 0.01% | New | 202 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $18K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 194 | $17K |
| Rossby Financial, LCC | 0.01% | New | 198 | $17K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -85.3% | 180 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 165 | $15K |
| Hexagon Capital Partners LLC | 0.00% | No change | 124 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $7K |
| Archer Investment Corp | 0.00% | No change | 83 | $7K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $7K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -99.8% | 75 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.8% | 70 | $6K |
| Inlight Wealth Management, LLC | 0.00% | New | 68 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 62 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 56 | $5K |
| MCF Advisors LLC | 0.00% | No change | 38 | $3K |
| New Millennium Group LLC | 0.00% | No change | 31 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 20 | $2K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 10 | $880 |
| Coastline Trust Co | 0.00% | Reduce -99.6% | 6 | $528 |
| REAP Financial Group, LLC | 0.00% | No change | 5 | $440 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.