Vaneck Morningstar Wide MoatMOATETF
13F holders, Q2 2025 (June 30)691holders −14
41new positions
51sold out
3famous investors
$93.77avg. 13F price*
At the end of Q2 2025, 691 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 14 from Q1 2025. 41 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($636.6M), Morgan Stanley ($636.2M) and LPL Financial LLC ($615.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $13.7M |
| Exits | 51 | $75.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,716,135 shares bought and 12,508,018 shares sold, net −9,791,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 691 holders
| Bank of America Corp. | 0.05% | Reduce -6.1% | 6,787,827 | $636.6M |
| Morgan Stanley | 0.04% | Reduce -13.4% | 6,783,496 | $636.2M |
| LPL Financial LLC | 0.21% | Reduce -6.1% | 6,560,799 | $615.3M |
| Raymond James Financial Inc. | 0.12% | Reduce -14.8% | 3,837,339 | $359.9M |
| Mesirow Financial Investment Management, Inc. | 4.88% | Reduce -2.8% | 2,668,567 | $250.3M |
| Wells Fargo & Company | 0.05% | Reduce -6.6% | 2,406,645 | $225.7M |
| Boulay Financial Advisors, LLC | 29.40% | Add +14.9% | 2,078,351 | $194.9M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -14.7% | 1,799,219 | $168.7M |
| UBS Group AG | 0.03% | Add +25.5% | 1,382,924 | $129.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.0% | 1,125,742 | $105.7M |
| Jones Financial Companies LLLP | 0.07% | Add +12.5% | 993,184 | $93.0M |
| Provenance Wealth Advisors, LLC | 12.38% | Reduce -17.6% | 918,696 | $86.2M |
| Cwm, LLC | 0.29% | Reduce -21.3% | 882,889 | $82.8M |
| First Foundation Advisors | 3.05% | Reduce -17.9% | 876,292 | $82.2M |
| Southern Farm Bureau Life Insurance | 10.14% | No change | 845,027 | $79.3M |
| Avantax Advisory Services, Inc. | 0.40% | Reduce -5.4% | 774,216 | $72.6M |
| Royal Bank of Canada | 0.01% | Reduce -23.9% | 765,074 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -8.4% | 737,123 | $69.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.6% | 715,951 | $67.1M |
| Whitaker-Myers Wealth Managers, LTD. | 15.56% | Add +6.4% | 658,546 | $61.8M |
| Employees' Retirement Fund of the City of Fort Worth | 26.60% | No change | 661,874 | $58.2M |
| Sfmg, LLC | 4.34% | Add +2.1% | 616,184 | $57.8M |
| Cetera Investment Advisers | 0.10% | Reduce -24.1% | 612,177 | $57.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -15.1% | 607,155 | $57.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.0% | 604,739 | $56.7M |
| Verde Capital Management | 13.61% | Add +5.1% | 587,865 | $55.1M |
| Apexium Financial, LP | 2.91% | Add +1.2% | 585,101 | $54.9M |
| OneDigital Investment Advisors LLC | 0.57% | Reduce -8.6% | 551,715 | $51.7M |
| Kelman-Lazarov, Inc. | 8.32% | Add +1.9% | 547,529 | $51.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -40.2% | 545,763 | $51.2M |
| Financial Management Network Inc. | 8.68% | Reduce -0.6% | 500,000 | $48.4M |
| Ceera Investments, LLC | 14.71% | Reduce -2.2% | 511,976 | $48.0M |
| Stifel Financial Corp. | 0.04% | Reduce -2.7% | 488,544 | $45.8M |
| Leelyn Smith, LLC | 7.44% | Reduce -1.0% | 483,503 | $45.3M |
| Apriem Advisors | 4.60% | Add +31.8% | 460,995 | $43.2M |
| Regatta Capital Group, LLC | 7.39% | Reduce -14.1% | 458,699 | $43.0M |
| Cahill Financial Advisors Inc. | 5.22% | Reduce -1.1% | 448,799 | $42.1M |
| Harbor Group, Inc. | 7.26% | Add +6.6% | 436,493 | $40.9M |
| Private Advisor Group, LLC | 0.21% | Reduce -13.3% | 412,204 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -25.3% | 398,233 | $38.6M |
| Stephens Inc. | 0.51% | Reduce -1.7% | 391,831 | $36.7M |
| JNBA Financial Advisors | 3.53% | Reduce -39.7% | 391,605 | $36.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | No change | 384,000 | $36.0M |
| G2 Capital Management, LLC / Oh | 9.89% | Add +2.4% | 375,332 | $35.2M |
| Summit Asset Management, LLC | 5.73% | Add +0.6% | 375,034 | $35.2M |
| Level Four Advisory Services, LLC | 1.24% | Add +1.8% | 357,975 | $33.6M |
| Cerity Partners LLC | 0.06% | Reduce -1.2% | 335,445 | $31.5M |
| Brookstone Capital Management | 0.40% | Reduce -62.5% | 328,477 | $30.8M |
| Ancora Advisors LLC | 0.62% | Add +6.3% | 318,291 | $29.9M |
| Geneos Wealth Management Inc. | 0.73% | Add +8.0% | 316,538 | $29.7M |
| Richmond Investment Services, LLC | 6.20% | Add +84.3% | 312,899 | $29.3M |
| Planned Solutions, Inc. | 10.95% | Add +1.6% | 303,887 | $28.5M |
| Assetmark, Inc. | 0.06% | Add +310.9% | 291,184 | $27.3M |
| Tanager Wealth Management LLP | 3.02% | Reduce -45.0% | 272,580 | $25.6M |
| Virtus Wealth Solutions LLC | 5.18% | Reduce -0.1% | 267,876 | $25.1M |
| Buttonwood Financial Advisors Inc. | 10.06% | Reduce -2.2% | 267,249 | $25.1M |
| Obermeyer Wealth Partners | 1.24% | Reduce -69.8% | 266,054 | $25.0M |
| Foguth Wealth Management, LLC. | 5.09% | Reduce -16.7% | 253,582 | $23.8M |
| Signal Advisors Wealth, LLC | 1.83% | Reduce -13.2% | 250,011 | $23.4M |
| Concurrent Investment Advisors, LLC | 0.45% | Add +560.9% | 247,757 | $23.2M |
| Summit Financial, LLC | 0.52% | Reduce -4.9% | 246,382 | $23.1M |
| Visionary Wealth Advisors | 1.17% | Reduce -12.1% | 243,611 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -5.4% | 243,476 | $22.8M |
| Beaumont Asset Management, L.L.C. | 11.73% | Reduce -6.6% | 232,928 | $21.8M |
| Activest Wealth Management | 5.20% | Reduce -1.3% | 230,122 | $21.6M |
| Creative Planning | 0.02% | Reduce -6.4% | 229,821 | $21.6M |
| Dynamic Advisor Solutions LLC | 0.66% | Add +1.6% | 227,611 | $21.3M |
| Prospera Financial Services Inc | 0.39% | Reduce -0.3% | 223,339 | $20.9M |
| Ethos Financial Group, LLC | 1.80% | Reduce -6.7% | 222,102 | $20.8M |
| MML Investors Services, LLC | 0.06% | Reduce -15.2% | 218,012 | $20.4M |
| Berkshire Money Management, Inc. | 2.09% | Reduce -16.6% | 211,852 | $19.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 209,343 | $19.6M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -7.5% | 208,088 | $19.5M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +7.7% | 205,235 | $19.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -32.4% | 201,618 | $18.9M |
| Harbour Trust & Investment Management Co | 2.04% | Add +1.6% | 196,647 | $18.4M |
| Citigroup Inc. | 0.01% | Reduce -11.3% | 196,598 | $18.4M |
| SK Wealth Management, LLC | 7.87% | Reduce -10.3% | 187,805 | $18.1M |
| MAI Capital Management | 0.12% | Reduce -7.4% | 189,078 | $17.7M |
| Aspen Wealth Strategies, LLC | 10.54% | Reduce -2.1% | 186,319 | $17.5M |
| DAVENPORT & Co LLC | 0.09% | Reduce -9.8% | 182,666 | $17.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +34.2% | 182,535 | $17.1M |
| Mariner, LLC | 0.02% | Add +1.1% | 180,565 | $16.9M |
| Etesian Wealth Advisors, Inc. | 6.29% | Add +10.9% | 179,814 | $16.9M |
| Altus Wealth Group LLC | 7.32% | Reduce -4.7% | 176,384 | $16.5M |
| IFP Advisors, Inc | 0.47% | Add +1.8% | 175,756 | $16.5M |
| New England Private Wealth Advisors LLC | 2.34% | Reduce -6.0% | 162,934 | $16.0M |
| Philip James Wealth Mangement, LLC | 2.09% | Add +0.9% | 168,555 | $15.8M |
| Graver Capital Management, LLC | 13.83% | Add +10.9% | 166,709 | $15.6M |
| Kathleen S. Wright Associates Inc. | 5.99% | Add +2.2% | 163,530 | $15.3M |
| Journey Strategic Wealth LLC | 0.49% | Add +1.1% | 162,111 | $15.2M |
| HBW Advisory Services LLC | 1.87% | Reduce -3.3% | 161,412 | $15.1M |
| Flputnam Investment Management Co. | 0.26% | Add +252.8% | 160,205 | $15.0M |
| James J. Burns & Company, LLC | 2.36% | Add +6.9% | 154,250 | $14.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -6.4% | 151,014 | $14.2M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -40.2% | 150,305 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 145,061 | $13.6M |
| Family Office Research LLC | 6.43% | Reduce -1.4% | 144,983 | $13.6M |
| S.E.E.D. Planning Group LLC | 4.24% | Reduce -2.0% | 144,028 | $13.5M |
| Unique Wealth Strategies, LLC | 5.53% | Add +44.0% | 140,772 | $13.2M |
| Independent Financial Group, LLC | 0.35% | Reduce -0.6% | 133,461 | $12.5M |
| Joseph Group Capital Management | 4.15% | Add +5.3% | 131,937 | $12.4M |
| Sierra Ocean, LLC | 8.80% | Reduce -3.0% | 130,252 | $12.2M |
| Goldstone Financial Group, LLC | 1.58% | Add +5.2% | 123,670 | $12.0M |
| Palo Alto Wealth Advisors, LLC | 4.52% | Reduce -12.0% | 127,530 | $12.0M |
| Eagle Strategies LLC | 1.81% | Add +2.7% | 126,752 | $11.9M |
| Fermata Advisors, LLC | 3.17% | Reduce -8.2% | 126,607 | $11.9M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -3.1% | 123,548 | $11.6M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Reduce -6.4% | 122,685 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -10.1% | 120,824 | $11.3M |
| Boyce & Associates Wealth Consulting, Inc. | 10.19% | Reduce -10.0% | 119,008 | $11.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.1% | 118,683 | $11.1M |
| Sigma Planning Corp | 0.33% | Reduce -36.7% | 117,698 | $11.0M |
| Plotkin Financial Advisors, LLC | 5.98% | Reduce -1.8% | 115,496 | $10.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.7% | 105,441 | $9.9M |
| Farrow Financial, Inc. | 5.99% | Reduce -0.2% | 105,318 | $9.9M |
| Novare Capital Management LLC | 0.80% | Add +1.6% | 105,170 | $9.9M |
| Equitable Holdings, Inc. | 0.08% | Reduce -6.1% | 102,940 | $9.7M |
| AlphaCore Capital LLC | 0.36% | Add +22.0% | 99,780 | $9.4M |
| WealthPlan Investment Management, LLC | 0.67% | Add +51.1% | 97,525 | $9.1M |
| Acorn Wealth Advisors, LLC | 3.35% | Add +0.2% | 96,121 | $9.0M |
| Victory Financial Group, LLC | 1.41% | Add +249.1% | 94,836 | $8.9M |
| CW Advisors, LLC | 0.09% | Reduce -0.3% | 94,783 | $8.9M |
| &partners | 0.07% | Reduce -5.5% | 92,914 | $8.7M |
| Marshall & Sterling Wealth Advisors Inc. | 5.77% | Reduce -3.8% | 90,981 | $8.5M |
| TPG Advisors LLC | 6.09% | Add +1.8% | 89,774 | $8.4M |
| Pursue Wealth Partners LLC | 4.78% | Reduce -0.8% | 89,716 | $8.4M |
| Cornerstone Advisory, LLC | 0.90% | Reduce -6.1% | 89,677 | $8.4M |
| Roundview Capital LLC | 0.56% | Reduce -10.7% | 89,423 | $8.4M |
| FWG Holdings, LLC | 3.81% | Add +1.9% | 83,652 | $8.1M |
| Howard Financial Services, LTD. | 1.06% | Reduce -4.4% | 86,295 | $8.1M |
| EnRich Financial Partners LLC | 2.48% | Reduce -9.8% | 86,032 | $8.1M |
| Onyx Bridge Wealth Group LLC | 1.06% | Reduce -37.6% | 85,494 | $8.0M |
| Compass Advisory Group LLC | 2.53% | Reduce -1.7% | 85,099 | $8.0M |
| PSI Advisors, LLC | 3.95% | Add +108.7% | 84,532 | $7.9M |
| Magnolia Capital Advisors LLC | 1.99% | Reduce -8.9% | 84,440 | $7.9M |
| Beaumont Financial Advisors, LLC | 0.57% | Reduce -68.7% | 84,357 | $7.9M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +0.6% | 81,322 | $7.9M |
| Accredited Wealth Management, LLC | 6.29% | Reduce -3.4% | 82,794 | $7.8M |
| Allworth Financial LP | 0.04% | Reduce -1.6% | 82,605 | $7.7M |
| Boomfish Wealth Group, LLC | 4.37% | Reduce -3.9% | 80,708 | $7.6M |
| Corient Private Wealth LP | 0.01% | Reduce -18.7% | 80,531 | $7.6M |
| Darrow Company, Inc. | 3.79% | Reduce -7.4% | 79,734 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +556.4% | 79,633 | $7.5M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -10.1% | 79,076 | $7.4M |
| Morningstar Investment Management LLC | 0.64% | Add +11.9% | 77,770 | $7.3M |
| Smith Anglin Financial, LLC | 0.66% | Reduce -5.9% | 77,592 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -44.9% | 76,370 | $7.2M |
| Copley Financial Group, Inc. | 5.09% | Reduce -4.4% | 73,117 | $6.9M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -20.6% | 72,587 | $6.8M |
| Ferguson Shapiro LLC | 2.23% | Add +1.2% | 70,636 | $6.6M |
| Flagstar Securities, Inc. | 1.79% | Reduce -45.0% | 69,041 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -49.7% | 68,191 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.0% | 68,147 | $6.4M |
| Cabot Wealth Management Inc. | 0.75% | Add +2.9% | 67,359 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +55.0% | 65,807 | $6.2M |
| TTP Investments, Inc. | 2.01% | Reduce -84.9% | 65,371 | $6.1M |
| Laurel Wealth Planning LLC | 3.46% | Reduce -8.3% | 64,883 | $6.1M |
| Comerica Bank | 0.02% | Reduce -19.3% | 64,848 | $6.1M |
| VestGen Advisors, LLC | 0.24% | Reduce -2.9% | 64,075 | $6.0M |
| Tacita Capital Inc | 3.85% | Add +3.7% | 63,834 | $6.0M |
| Allen Capital Group, LLC | 0.62% | Reduce -12.6% | 63,580 | $6.0M |
| Wimmer Associates 1, LLC | 3.04% | Reduce -1.7% | 63,329 | $5.9M |
| Legacy Solutions, LLC | 5.58% | Reduce -1.2% | 62,116 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -0.2% | 61,874 | $5.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0.77% | Reduce -0.4% | 59,741 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -24.1% | 59,478 | $5.6M |
| GTS Securities LLC | 0.25% | Add +129.5% | 59,441 | $5.6M |
| Patton Albertson Miller Group, LLC | 0.73% | Reduce -43.0% | 58,862 | $5.5M |
| Boston Family Office LLC | 0.37% | Reduce -3.6% | 58,641 | $5.5M |
| Sterling Investment Advisors, Ltd. | 1.18% | Reduce -12.3% | 57,308 | $5.4M |
| Midwest Financial Group LLC | 2.82% | Add +0.5% | 57,131 | $5.4M |
| Fortune Financial Advisors, LLC | 4.29% | Add +2.7% | 56,872 | $5.3M |
| Tranquility Partners, LLC | 1.90% | Reduce -1.9% | 56,783 | $5.3M |
| Advisor OS, LLC | 0.52% | Add +14.4% | 56,481 | $5.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +19.1% | 56,045 | $5.3M |
| Mengis Capital Management, Inc. | 1.12% | Reduce -1.8% | 55,818 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +4.7% | 55,194 | $5.2M |
| Modern Wealth Management, LLC | 0.13% | Add +1.6% | 55,057 | $5.2M |
| Argent Trust Co | 0.19% | Reduce -22.9% | 54,558 | $5.1M |
| Smith, Moore & Co. | 0.42% | Add +7.0% | 53,883 | $5.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Add +1645.6% | 53,868 | $5.1M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -1.6% | 52,490 | $4.9M |
| Lunt Capital Management, Inc. | 1.88% | Reduce -6.9% | 52,446 | $4.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -23.1% | 52,431 | $4.9M |
| Lido Advisors, LLC | 0.03% | Reduce -6.2% | 52,367 | $4.9M |
| Paragon Advisors, LLC | 1.27% | Add +15.3% | 52,012 | $4.9M |
| Western Wealth Management, LLC | 0.29% | Reduce -18.4% | 51,864 | $4.9M |
| Tompkins Financial Corp. | 0.44% | Reduce -32.3% | 51,512 | $4.8M |
| Financial Partners Group, Inc | 0.67% | Reduce -2.1% | 51,308 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.5% | 49,401 | $4.6M |
| Santori & Peters, Inc. | 1.67% | Reduce -0.5% | 49,106 | $4.6M |
| Farrell Financial LLC | 3.06% | Reduce -1.1% | 48,684 | $4.6M |
| Goepper Burkhardt LLC | 1.68% | Reduce -10.2% | 48,501 | $4.5M |
| Capital Investment Advisory Services, LLC | 0.37% | Add +6.7% | 47,978 | $4.5M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -1.3% | 47,948 | $4.5M |
| YHB Investment Advisors, Inc. | 0.34% | Reduce -11.7% | 47,047 | $4.4M |
| Rehmann Capital Advisory Group | 0.27% | Add +2.6% | 46,840 | $4.4M |
| Sunpointe, LLC | 1.74% | Add +19.2% | 46,712 | $4.4M |
| Roberts Glore & Co. Inc. | 1.26% | Add +4.9% | 45,889 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.0% | 44,380 | $4.2M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -6.2% | 44,105 | $4.1M |
| Kraft, Davis & Associates, LLC | 1.13% | Reduce -18.2% | 41,617 | $4.1M |
| Mutual Advisors, LLC | 0.10% | Reduce -13.7% | 41,197 | $4.1M |
| WealthPLAN Partners, LLC | 0.66% | Reduce -73.5% | 43,505 | $4.1M |
| Centaurus Financial, Inc. | 0.24% | Reduce -9.0% | 43,440 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.28% | Reduce -20.7% | 43,371 | $4.1M |
| XML Financial, LLC | 0.35% | Add +4.5% | 43,221 | $4.1M |
| Integrated Advisors Network LLC | 0.18% | Reduce -12.5% | 42,963 | $4.0M |
| Stonebridge Financial Planning Group, LLC | 1.66% | Reduce -4.9% | 42,334 | $4.0M |
| Betterment LLC | 0.01% | Reduce -46.0% | 42,205 | $4.0M |
| Principal Securities, Inc. | 0.07% | Add +63.0% | 42,153 | $4.0M |
| Burns Matteson Capital Management, LLC | 1.88% | Reduce -11.1% | 41,585 | $3.9M |
| MinichMacGregor Wealth Management, LLC | 0.83% | Reduce -77.7% | 41,510 | $3.9M |
| Flow Traders U.S. LLC | 0.14% | Reduce -24.0% | 41,025 | $3.8M |
| Citadel Advisors | 0.00% | New | 40,598 | $3.8M |
| Ayalon Insurance Comp Ltd. | 1.09% | Add +0.5% | 40,145 | $3.8M |
| StoneX Group Inc. | 0.18% | Reduce -11.8% | 40,077 | $3.8M |
| Financial Partners Group, LLC | 1.34% | Add +6.9% | 39,615 | $3.7M |
| McCarthy & Cox | 0.96% | Reduce -1.1% | 39,115 | $3.7M |
| FMR LLC | 0.00% | Add +10.4% | 38,981 | $3.7M |
| Barings LLC | 0.09% | Reduce -27.3% | 38,945 | $3.7M |
| IRON Financial LLC | 1.92% | Reduce -0.0% | 38,742 | $3.6M |
| Opal Wealth Advisors, LLC | 1.00% | Add +6.1% | 38,604 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -30.6% | 37,891 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -7.2% | 37,851 | $3.6M |
| Trajan Wealth LLC | 0.17% | Reduce -1.5% | 37,736 | $3.5M |
| Avalon Capital Management | 0.95% | Reduce -29.1% | 37,621 | $3.5M |
| Essex Financial Services, Inc. | 0.23% | Reduce -50.7% | 37,419 | $3.5M |
| Westshore Wealth, LLC | 1.35% | Reduce -1.4% | 37,347 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -26.6% | 37,246 | $3.5M |
| Byrne Financial Freedom, LLC | 1.69% | Reduce -42.4% | 36,092 | $3.4M |
| Global Retirement Partners, LLC | 0.08% | — | 35,555 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -13.7% | 35,486 | $3.3M |
| Darwin Wealth Management, LLC | 1.15% | Add +1.5% | 35,443 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -6.5% | 34,949 | $3.3M |
| RDA Financial Network | 0.88% | Reduce -1.0% | 34,880 | $3.3M |
| Rooted Wealth Advisors, Inc. | 1.13% | Reduce -17.0% | 33,796 | $3.3M |
| Collaborative Wealth Managment Inc. | 1.42% | Add +0.9% | 34,774 | $3.3M |
| XY Planning Network, Inc. | 1.11% | New | 34,696 | $3.3M |
| Archford Capital Strategies, LLC | 0.42% | Reduce -14.7% | 34,687 | $3.3M |
| Endowment Wealth Management, Inc. | 1.63% | Add +7.0% | 33,795 | $3.2M |
| Panoramic Investment Advisors, LLC | 1.94% | Reduce -8.5% | 33,650 | $3.2M |
| Tactive Advisors, LLC | 1.01% | — | 33,327 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -87.5% | 32,925 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -52.1% | 32,420 | $3.0M |
| Atlas Wealth LLC | 1.49% | Reduce -15.1% | 31,486 | $3.0M |
| XTX Topco Ltd | 0.12% | Add +445.3% | 30,491 | $2.9M |
| Soundwatch Capital LLC | 0.48% | Add +583.4% | 65,430 | $2.8M |
| Compound Planning, Inc. | 0.11% | Add +2.4% | 30,197 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.32% | Reduce -11.8% | 29,927 | $2.8M |
| Vantage Point Financial LLC | 1.22% | Reduce -18.6% | 29,655 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Add +89.2% | 29,611 | $2.8M |
| Creekside Partners | 1.31% | Reduce -0.5% | 29,435 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -5.1% | 29,146 | $2.7M |
| Lionsbridge Wealth Management LLC | 2.63% | Reduce -1.5% | 28,186 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +153.0% | 28,123 | $2.6M |
| White Knight Strategic Wealth Advisors, LLC | 2.23% | Reduce -1.5% | 27,983 | $2.6M |
| Jacksonville Wealth Management, LLC | 2.11% | Add +5.4% | 27,942 | $2.6M |
| Liberty One Investment Management, LLC | 0.26% | Add +0.1% | 27,886 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -2.7% | 27,613 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +12.8% | 27,526 | $2.6M |
| Garden State Investment Advisory Services LLC | 0.69% | No change | 27,337 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.8% | 26,845 | $2.5M |
| DHK Financial Advisors, Inc. | 1.44% | No change | 26,666 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +12.8% | 26,539 | $2.5M |
| Cookson Peirce & Co. Inc. | 0.11% | Reduce -15.9% | 26,455 | $2.5M |
| Tme Financial, Inc. | 2.00% | Add +11.3% | 26,346 | $2.5M |
| BXM Wealth LLC | 2.92% | Reduce -16.1% | 26,174 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.8% | 25,084 | $2.4M |
| First Financial Group Corp | 2.26% | Add +0.3% | 24,708 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.76% | Reduce -3.3% | 24,702 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +0.6% | 24,375 | $2.3M |
| Cross Staff Investments Inc | 1.69% | Add +0.9% | 24,220 | $2.3M |
| Harbour Investments, Inc. | 0.06% | Add +7.6% | 24,107 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 24,080 | $2.3M |
| L & S Advisors Inc | 0.25% | Add +22.6% | 23,652 | $2.2M |
| Provident Wealth Management, LLC | 0.72% | Reduce -7.5% | 23,404 | $2.2M |
| HHM Wealth Advisors, LLC | 0.26% | No change | 23,086 | $2.2M |
| Cutler Capital Management, LLC | 0.93% | Add +1.4% | 23,063 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Reduce -8.8% | 22,580 | $2.1M |
| First International Bank & Trust | 0.74% | Reduce -95.6% | 22,539 | $2.1M |
| Realta Investment Advisors | 0.83% | Reduce -0.8% | 22,522 | $2.1M |
| Cascade Financial Partners, LLC | 0.25% | No change | 22,445 | $2.1M |
| Inspire Advisors, LLC | 0.22% | Reduce -1.9% | 22,148 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Add +1.7% | 21,778 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -51.7% | 21,624 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -39.3% | 21,093 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +6.6% | 20,958 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.6% | 20,958 | $2.0M |
| Gries Financial LLC | 0.36% | Add +3.4% | 20,812 | $2.0M |
| Triumph Capital Management | 0.58% | Add +24.7% | 20,657 | $1.9M |
| Crux Wealth Advisors | 0.82% | Reduce -16.5% | 20,423 | $1.9M |
| Fca Corp. | 0.57% | Add +1.6% | 20,409 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -19.6% | 20,204 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -17.2% | 19,624 | $1.8M |
| Schorn Wealth LLC | 0.61% | Reduce -17.7% | 19,612 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.31% | Reduce -67.9% | 19,389 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -1.8% | 18,615 | $1.7M |
| AQR Capital Management | 0.00% | Reduce -13.6% | 18,607 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.57% | Reduce -2.5% | 18,480 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -7.0% | 18,029 | $1.7M |
| Rollins Financial Advisors, LLC | 0.27% | Reduce -15.5% | 18,005 | $1.7M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -10.1% | 17,934 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Add +15.8% | 17,922 | $1.7M |
| Long Island Wealth Management, Inc. | 0.86% | Reduce -83.8% | 17,610 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.7% | 17,494 | $1.6M |
| Berger Financial Group, Inc | 0.10% | Reduce -4.0% | 17,109 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -17.7% | 16,950 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -13.4% | 16,920 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -5.9% | 16,076 | $1.6M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -14.2% | 16,616 | $1.6M |
| BCS Wealth Management | 0.33% | Reduce -15.4% | 16,538 | $1.6M |
| Elevation Capital Advisory, LLC | 0.61% | Reduce -85.0% | 16,333 | $1.5M |
| Fiduciary Financial Group, LLC | 0.28% | Reduce -92.0% | 15,947 | $1.5M |
| Marshall Financial Group, LLC | 0.29% | Reduce -11.1% | 15,562 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -12.2% | 15,702 | $1.5M |
| Wolff Wiese Magana LLC | 0.91% | Add +0.6% | 15,690 | $1.5M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -3.4% | 15,607 | $1.5M |
| United Community Bank | 0.50% | Add +0.2% | 15,600 | $1.5M |
| NFSG Corp | 0.23% | Add +312.1% | 15,256 | $1.4M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -15.6% | 15,241 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Reduce -13.7% | 14,385 | $1.4M |
| Element Squared LLC | 0.88% | — | 15,088 | $1.4M |
| MADDEN SECURITIES Corp | 0.48% | Reduce -11.8% | 15,000 | $1.4M |
| Winebrenner Capital Management LLC | 1.13% | Add +0.1% | 14,890 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.0% | 14,849 | $1.4M |
| Rik Saylor Financial, Inc. | 1.07% | Reduce -0.1% | 14,785 | $1.4M |
| EWG Elevate Inc. | 0.42% | Reduce -32.9% | 14,666 | $1.4M |
| Able Wealth Management LLC | 0.69% | Reduce -52.0% | 14,562 | $1.4M |
| Cozad Asset Management Inc. | 0.12% | Reduce -5.8% | 14,518 | $1.4M |
| Rothschild Wealth LLC | 0.33% | Add +17.7% | 14,146 | $1.3M |
| PKS Advisory Services, LLC | 0.33% | Reduce -5.7% | 14,125 | $1.3M |
| Defined Wealth Management, LLC | 0.82% | Reduce -2.7% | 14,095 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +9.6% | 13,737 | $1.3M |
| Dumont & Blake Investment Advisors LLC | 0.34% | Add +1.4% | 13,736 | $1.3M |
| M3 Advisory Group, LLC | 0.89% | Add +2.9% | 13,697 | $1.3M |
| Hickory Asset Management, Inc. | 1.06% | Reduce -32.2% | 13,683 | $1.3M |
| LexAurum Advisors, LLC | 0.20% | Add +121.9% | 13,660 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 13,579 | $1.3M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -4.8% | 13,514 | $1.3M |
| Mendel Money Management | 0.56% | Add +0.6% | 13,504 | $1.3M |
| Uptick Partners, LLC | 0.36% | Reduce -4.8% | 13,352 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -87.3% | 13,187 | $1.2M |
| Peak Financial Advisors LLC | 0.61% | Reduce -43.4% | 12,732 | $1.2M |
| Cornerstone Financial Group, LLC | 0.99% | No change | 12,388 | $1.2M |
| John W. Brooker & Co., CPAs | 2.72% | Reduce -78.2% | 11,908 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,295 | $1.2M |
| Whipplewood Advisors, LLC | 0.63% | Add +2990.6% | 12,208 | $1.1M |
| Warner Financial, Inc. | 0.47% | Reduce -2.9% | 12,203 | $1.1M |
| Aberdeen Group plc | 0.00% | Reduce -69.6% | 12,008 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -2.1% | 11,959 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -1.4% | 11,866 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +41.1% | 11,771 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | Add +3.7% | 11,671 | $1.1M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -81.4% | 11,533 | $1.1M |
| IMG Wealth Management, Inc. | 0.83% | Reduce -77.0% | 11,426 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +14.2% | 11,245 | $1.1M |
| Heck Capital Advisors, LLC | 0.09% | Add +14818.7% | 11,189 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.42% | Reduce -43.3% | 11,070 | $1.0M |
| Bawa N Mallick Trust | 0.43% | No change | 11,000 | $1.0M |
| Trademark Financial Management, LLC | 0.63% | Reduce -29.3% | 11,000 | $1.0M |
| PCG Wealth Advisors, LLC | 0.52% | Reduce -3.8% | 10,882 | $1.0M |
| Tradewinds, LLC. | 0.77% | New | 10,784 | $1.0M |
| Merkkuri Wealth Advisors LLC | 0.77% | Reduce -28.1% | 10,784 | $1.0M |
| Keystone Financial Group | 0.09% | Reduce -2.6% | 10,514 | $986K |
| Patten Group, Inc. | 0.21% | Reduce -23.9% | 10,447 | $980K |
| Ascension Capital Advisors, Inc. | 0.41% | Add +2.8% | 10,376 | $973K |
| KPP Advisory Services LLC | 0.16% | Reduce -51.0% | 10,355 | $971K |
| Maridea Wealth Management LLC | 0.25% | Reduce -61.4% | 10,298 | $966K |
| Principle Wealth Partners LLC | 0.06% | Reduce -1.9% | 10,294 | $966K |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -7.9% | 9,957 | $960K |
| Advyzon Investment Management, LLC | 0.21% | Reduce -2.2% | 10,209 | $958K |
| Smart Money Group LLC | 0.30% | Reduce -34.6% | 10,075 | $945K |
| Strategic Investment Solutions, Inc. | 0.28% | Reduce -0.3% | 9,974 | $935K |
| Arq Wealth Advisors, LLC | 0.32% | No change | 10,438 | $919K |
| Root Financial Partners, LLC | 0.09% | Reduce -1.4% | 9,648 | $905K |
| Calton & Associates, Inc. | 0.16% | Reduce -40.5% | 9,608 | $901K |
| Sovran Advisors, LLC | 0.09% | Reduce -11.2% | 9,241 | $891K |
| Oliver Luxxe Assets LLC | 0.16% | Reduce -18.8% | 9,350 | $877K |
| Phraction Management LLC | 0.29% | Reduce -12.1% | 9,095 | $853K |
| Kaydan Wealth Management, Inc. | 0.27% | No change | 8,808 | $826K |
| Park Avenue Securities LLC | 0.01% | Add +22.7% | 8,706 | $817K |
| MGB Wealth Management, LLC | 0.27% | Reduce -14.8% | 8,674 | $813K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -5.2% | 8,659 | $812K |
| Anchor Investment Management, LLC | 0.07% | Reduce -2.9% | 8,638 | $810K |
| Turning Point Benefit Group, Inc. | 0.61% | Add +68.0% | 8,560 | $803K |
| Larson Financial Group LLC | 0.03% | Reduce -9.4% | 8,494 | $797K |
| First Community Trust NA | 0.63% | No change | 8,242 | $773K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Reduce -15.0% | 8,189 | $768K |
| 1620 Investment Advisors, Inc. | 0.55% | Add +4.1% | 8,094 | $759K |
| Choreo, LLC | 0.01% | Reduce -25.1% | 8,053 | $755K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 8,048 | $755K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +61.1% | 7,997 | $750K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -5.3% | 7,983 | $749K |
| Western Pacific Wealth Management, LP | 0.72% | Add +17.7% | 7,967 | $747K |
| United Advisor Group, LLC | 0.13% | Reduce -23.4% | 7,868 | $738K |
| Commonwealth Financial Services, LLC | 0.14% | Add +62.0% | 7,724 | $724K |
| Swmg, LLC | 0.24% | Add +15.1% | 7,275 | $721K |
| FSC Wealth Advisors, LLC | 0.45% | Reduce -0.3% | 7,681 | $720K |
| Valued Retirements, Inc. | 0.81% | No change | 7,661 | $719K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -22.5% | 7,498 | $703K |
| Legacy Private Trust Co. | 0.04% | Reduce -0.7% | 7,398 | $694K |
| US Bancorp \de | 0.00% | Reduce -28.7% | 7,396 | $694K |
| Beckerman Institutional, LLC | 0.46% | Reduce -4.0% | 7,338 | $688K |
| Private Trust Co. NA | 0.06% | Add +74.5% | 7,196 | $675K |
| Van Den Berg Management I, Inc. | 0.19% | Reduce -9.1% | 6,996 | $656K |
| Glassy Mountain Advisors, Inc. | 0.21% | Add +14.8% | 6,949 | $652K |
| ProVise Management Group, LLC | 0.05% | Reduce -12.9% | 6,776 | $636K |
| Resurgent Financial Advisors LLC | 0.35% | Reduce -14.8% | 6,755 | $634K |
| RFG Advisory, LLC | 0.01% | Reduce -57.6% | 6,739 | $632K |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 6,690 | $627K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.1% | 6,642 | $623K |
| TFR Capital, LLC. | 0.22% | Reduce -17.3% | 6,622 | $621K |
| Integrated Wealth Concepts LLC | 0.01% | Add +37.8% | 6,493 | $609K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.9% | 6,487 | $608K |
| Merit Financial Group, LLC | 0.01% | Add +142.8% | 6,385 | $599K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -6.2% | 6,380 | $598K |
| Parkside Financial Bank & Trust | 0.06% | No change | 6,375 | $598K |
| Endeavor Private Wealth, Inc. | 0.28% | Add +51.0% | 6,352 | $596K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | No change | 6,175 | $579K |
| Trilogy Capital Inc. | 0.03% | Reduce -26.0% | 6,091 | $571K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -60.8% | 6,061 | $568K |
| Anson Capital, Inc. | 0.46% | Add +8.0% | 6,049 | $567K |
| Beck Capital Management, LLC | 0.14% | Reduce -3.2% | 6,044 | $567K |
| Integrity Alliance, Llc. | 0.03% | Reduce -0.5% | 5,941 | $557K |
| 360 Financial, Inc. | 0.18% | Reduce -0.9% | 5,939 | $557K |
| Balance Wealth Partners LLC | 0.33% | Add +0.4% | 5,922 | $555K |
| Mission Wealth Management, LP | 0.01% | Reduce -38.5% | 5,869 | $550K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.3% | 5,847 | $548K |
| Quartz Partners, LLC | 0.25% | New | 5,824 | $546K |
| Bank of Montreal | 0.00% | Reduce -3.4% | 5,804 | $544K |
| AE Wealth Management LLC | 0.00% | Reduce -67.6% | 5,725 | $537K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -2.1% | 5,722 | $537K |
| Synovus Financial Corp. | 0.01% | Reduce -1.9% | 5,659 | $531K |
| Dash Acquisitions Inc. | 0.11% | No change | 5,329 | $525K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.7% | 5,581 | $523K |
| Quad-Cities Investment Group, LLC | 0.24% | Add +136.2% | 5,542 | $520K |
| Eclectic Associates Inc. | 0.11% | Reduce -3.7% | 5,526 | $518K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $517K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,453 | $511K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -16.0% | 5,428 | $509K |
| Southland Equity Partners LLC | 0.11% | Reduce -0.1% | 5,367 | $503K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -23.2% | 5,329 | $500K |
| PFG Advisors | 0.02% | Add +1.7% | 5,314 | $498K |
| Kovack Advisors, Inc. | 0.05% | Add +8.0% | 5,308 | $498K |
| Cibc World Market Inc. | 0.00% | Reduce -54.5% | 5,307 | $498K |
| Asset Dedication, LLC | 0.04% | Add +1.2% | 5,254 | $493K |
| Meitav Investment House Ltd. | 0.01% | Reduce -25.3% | 5,246 | $488K |
| Lanark Financial, Inc. | 0.04% | Reduce -8.4% | 5,199 | $487K |
| Brighton Jones LLC | 0.01% | Add +2.8% | 5,184 | $486K |
| Iams Wealth Management, LLC | 0.22% | Add +2.1% | 5,105 | $479K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.4% | 5,095 | $478K |
| Blossom Wealth Management | 0.84% | Add +6.2% | 5,063 | $475K |
| Smith Thornton Advisors LLC | 0.27% | No change | 4,967 | $466K |
| QSV Equity Investors LLC | 0.48% | Reduce -1.1% | 4,950 | $464K |
| Retireful, LLC | 0.32% | Reduce -66.6% | 4,926 | $462K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.1% | 4,868 | $457K |
| Belpointe Asset Management LLC | 0.02% | Reduce -20.8% | 4,838 | $454K |
| Flynn Zito Capital Management, LLC | 0.19% | Reduce -1.4% | 4,735 | $444K |
| CFO4Life Group, LLC | 0.07% | No change | 4,685 | $439K |
| Sageworth Trust Co of South Dakota | 0.48% | No change | 4,679 | $439K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -4.6% | 4,670 | $438K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | New | 4,566 | $428K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.3% | 4,480 | $420K |
| Intrua Financial, LLC | 0.06% | Add +0.5% | 4,472 | $419K |
| Family Capital Management, Inc. | 0.22% | No change | 4,451 | $417K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,438 | $416K |
| Welch & Forbes LLC | 0.01% | Reduce -4.8% | 4,431 | $416K |
| Landaas & Co. /Wi | 0.10% | Reduce -1.6% | 4,419 | $414K |
| Atlas Brown,Inc. | 0.13% | Add +1.5% | 4,362 | $409K |
| Arkadios Wealth Advisors | 0.01% | Add +7.5% | 4,342 | $407K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -43.9% | 4,326 | $406K |
| Keybank National Association | 0.00% | Add +71.4% | 4,322 | $405K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,280 | $401K |
| Cresset Asset Management, LLC | 0.00% | Reduce -69.4% | 4,271 | $401K |
| Savvy Advisors, Inc. | 0.03% | Add +59.5% | 4,240 | $398K |
| IPG Investment Advisors LLC | 0.08% | No change | 4,135 | $388K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 4,111 | $386K |
| Weaver Consulting Group | 0.11% | No change | 4,077 | $382K |
| Sugar Maple Asset Management, LLC | 0.30% | Reduce -52.6% | 4,068 | $382K |
| Stiles Financial Services Inc | 0.13% | No change | 4,060 | $381K |
| Accelerate Investment Advisors LLC | 0.28% | Reduce -5.2% | 4,050 | $380K |
| Advisors Capital Management, LLC | 0.01% | Reduce -16.6% | 3,982 | $373K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | No change | 3,901 | $366K |
| First Trust Advisors LP | 0.00% | Add +15.0% | 3,795 | $356K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -29.4% | 3,725 | $349K |
| Fairscale Capital, LLC | 0.25% | Add +0.5% | 3,584 | $347K |
| New Insight Wealth Advisors | 0.14% | Reduce -30.4% | 3,680 | $345K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -73.0% | 3,638 | $341K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $341K |
| Regal Investment Advisors LLC | 0.03% | Add +6.3% | 3,597 | $337K |
| Mgo One Seven LLC | 0.01% | Add +18.2% | 3,542 | $332K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -22.8% | 3,498 | $328K |
| Advisory Services Network, LLC | 0.01% | Add +31.0% | 3,387 | $328K |
| Clarity Capital Partners LLC | 0.12% | No change | 3,470 | $325K |
| QRG Capital Management, Inc. | 0.00% | Add +10.8% | 3,467 | $325K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -1.3% | 3,466 | $325K |
| Aventura Private Wealth, LLC | 0.14% | No change | 3,426 | $321K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -50.8% | 3,423 | $321K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -5.2% | 3,224 | $313K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $311K |
| Debussy Capital Management LP | 0.05% | Reduce -0.4% | 3,314 | $311K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 3,279 | $308K |
| Westend Capital Management, LLC | 0.09% | No change | 3,277 | $307K |
| Wbi Investments, LLC | 0.08% | Add +21.4% | 3,261 | $306K |
| Moneco Advisors, LLC | 0.03% | Add +24.3% | 3,253 | $305K |
| Barnett & Company, Inc. | 0.24% | Reduce -3.4% | 3,246 | $304K |
| Drive Wealth Management, LLC | 0.07% | Reduce -2.4% | 3,222 | $302K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -6.3% | 3,209 | $301K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -30.0% | 3,139 | $299K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +35.2% | 3,185 | $299K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -12.9% | 3,181 | $298K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -28.1% | 3,148 | $295K |
| Bay Capital Advisors, LLC | 0.22% | No change | 3,107 | $291K |
| Spire Wealth Management | 0.01% | Reduce -16.9% | 3,095 | $290K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -18.4% | 3,080 | $289K |
| Old Second National Bank of Aurora | 0.06% | No change | 3,036 | $285K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $284K |
| Triad Wealth Partners, LLC | 0.06% | New | 3,022 | $283K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +57.9% | 3,001 | $281K |
| True North Advisors, LLC | 0.05% | No change | 2,994 | $281K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +4.5% | 2,990 | $280K |
| Savant Capital, LLC | 0.00% | Reduce -30.0% | 2,954 | $277K |
| Wolff Financial Management LLC | 0.07% | No change | 2,918 | $274K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,918 | $274K |
| Future Financial Wealth Managment LLC | 0.19% | Reduce -9.9% | 2,899 | $272K |
| Emergent Wealth Advisors, LLC | 0.17% | Reduce -0.8% | 2,894 | $271K |
| Red Mountain Financial, LLC | 0.30% | No change | 2,892 | $271K |
| TD Capital Management LLC | 0.03% | No change | 2,891 | $271K |
| Essex Bank | 0.06% | No change | 2,861 | $268K |
| First International Bank of Israel Ltd. | 0.16% | — | 2,896 | $267K |
| Two Sigma Securities, LLC | 0.03% | Reduce -79.2% | 2,830 | $265K |
| Almanack Investment Partners, LLC. | 0.04% | New | 2,829 | $265K |
| Piedmont Capital Management, LLC | 0.15% | No change | 2,820 | $264K |
| Clarus Group, Inc. | 0.10% | No change | 2,814 | $264K |
| Old National Bancorp | 0.00% | New | 2,796 | $262K |
| CapWealth Advisors, LLC | 0.03% | No change | 2,785 | $261K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.6% | 2,768 | $260K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +13685.0% | 2,757 | $259K |
| Capasso Planning Partners LLC | 0.14% | Reduce -43.8% | 2,726 | $256K |
| First American Trust, FSB | 0.02% | Reduce -20.0% | 2,719 | $255K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.7% | 2,715 | $255K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -17.4% | 2,710 | $254K |
| Culbertson A N & Co. Inc. | 0.04% | No change | 2,701 | $253K |
| One Capital Management, LLC | 0.01% | Reduce -6.6% | 2,688 | $252K |
| Carnegie Investment Counsel | 0.01% | New | 2,652 | $249K |
| GatePass Capital, LLC | 0.17% | Reduce -28.8% | 2,648 | $248K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,623 | $246K |
| Davis R M Inc. | 0.00% | No change | 2,620 | $246K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.3% | 2,610 | $245K |
| Autumn Glory Partners, LLC | 0.11% | Reduce -68.0% | 2,601 | $244K |
| Sensible Money, LLC | 0.09% | No change | 2,589 | $243K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.8% | 2,533 | $238K |
| Waddell & Associates, LLC | 0.03% | Reduce -2.5% | 2,531 | $237K |
| Randolph Co Inc | 0.02% | Reduce -58.0% | 2,531 | $237K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.4% | 2,527 | $237K |
| Bell Bank | 0.01% | Reduce -33.8% | 2,491 | $234K |
| Commerce Bank | 0.00% | No change | 2,478 | $232K |
| Clare Market Investments LLC | 0.05% | Reduce -1.4% | 2,478 | $232K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | No change | 2,455 | $230K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Reduce -73.3% | 2,446 | $229K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -20.8% | 2,438 | $229K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -38.2% | 2,435 | $228K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -10.2% | 2,425 | $227K |
| Auxano Advisors, LLC | 0.05% | Reduce -0.2% | 2,419 | $227K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,364 | $222K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $222K |
| Arax Advisory Partners | 0.01% | Add +269.7% | 2,344 | $220K |
| Roman Butler Fullerton & Co. | 0.06% | New | 2,200 | $218K |
| Mosaic Financial Group, LLC | 0.17% | No change | 2,314 | $217K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.1% | 2,294 | $215K |
| Willner & Heller, LLC | 0.18% | Reduce -8.5% | 2,284 | $214K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -65.6% | 2,282 | $214K |
| BlackRock, Inc. | 0.00% | Reduce -6.5% | 2,272 | $213K |
| Texas Yale Capital Corp. | 0.01% | New | 2,250 | $211K |
| Key Financial Inc | 0.04% | No change | 2,242 | $210K |
| Traction Financial Partners, LLC | 0.14% | New | 2,223 | $208K |
| BIP Wealth, LLC | 0.01% | New | 2,209 | $207K |
| Nalls Sherbakoff Group, LLC | 0.15% | New | 2,200 | $206K |
| GenTrust, LLC | 0.01% | New | 2,200 | $206K |
| MSH Capital Advisors LLC | 0.06% | New | 2,179 | $204K |
| Saxony Capital Management, LLC | 0.16% | Reduce -6.7% | 2,165 | $203K |
| Cambria Investment Management, L.P. | 0.01% | New | 2,153 | $202K |
| Empowered Funds, LLC | 0.00% | Reduce -98.6% | 2,153 | $202K |
| Lowe Wealth Advisors, LLC | 0.08% | Reduce -14.1% | 2,134 | $200K |
| Parallel Advisors, LLC | 0.00% | No change | 1,947 | $183K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,851 | $178K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,337 | $125K |
| Crewe Advisors LLC | 0.02% | Add +2.4% | 1,210 | $113K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $113K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 1,135 | $106K |
| Millstone Evans Group, LLC | 0.07% | New | 1,093 | $103K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,067 | $100K |
| First PREMIER Bank | 0.02% | No change | 1,065 | $100K |
| Rothschild Investment LLC | 0.01% | No change | 1,042 | $98K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,039 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $94K |
| Scarborough Advisors, LLC | 0.02% | New | 981 | $92K |
| TCTC Holdings, LLC | 0.00% | Add +12.4% | 905 | $85K |
| Garde Capital, Inc. | 0.00% | New | 890 | $83K |
| EPG Wealth Management LLC | 0.02% | No change | 850 | $80K |
| Family Legacy Financial Solutions, LLC | 0.07% | — | 838 | $79K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $78K |
| Brooklyn Investment Group | 0.01% | New | 812 | $76K |
| Deutsche Bank AG | 0.00% | New | 795 | $75K |
| Rise Advisors, LLC | 0.03% | No change | 758 | $71K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $70K |
| Cape Investment Advisory, Inc. | 0.03% | Add +57.1% | 737 | $69K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -12.8% | 714 | $67K |
| Signaturefd, LLC | 0.00% | No change | 700 | $66K |
| Glassman Wealth Services | 0.01% | No change | 691 | $65K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +116.7% | 650 | $61K |
| Barclays PLC | 0.00% | No change | 606 | $57K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $56K |
| Maseco LLP | 0.00% | — | 584 | $55K |
| Fifth Third Bancorp | 0.00% | No change | 581 | $54K |
| Bellwether Advisors, LLC | 0.01% | No change | 569 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 488 | $46K |
| Fairman Group, LLC | 0.04% | No change | 475 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -9.8% | 458 | $43K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $42K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -12.8% | 450 | $42K |
| Banque Transatlantique SA | 0.00% | New | 447 | $42K |
| Hartford Financial Management Inc. | 0.01% | Add +22.8% | 431 | $40K |
| Vision Financial Markets LLC | 0.04% | No change | 429 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -21.0% | 422 | $40K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $39K |
| Addison Advisors LLC | 0.01% | No change | 405 | $38K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.7% | 382 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 370 | $35K |
| Headlands Technologies LLC | 0.00% | Reduce -63.3% | 366 | $34K |
| Atlantic Union Bankshares Corp | 0.00% | New | 360 | $34K |
| Valley Wealth Managers, Inc. | 0.00% | Add +483.9% | 327 | $31K |
| Intelligent Financial Strategies | 0.02% | New | 323 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 322 | $30K |
| Pflug Koory, LLC | 0.01% | No change | 309 | $29K |
| Transce3nd, LLC | 0.01% | Reduce -35.3% | 308 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $29K |
| Keystone Global Partners, LLC | 0.02% | New | 302 | $28K |
| Clearstead Trust, LLC | 0.01% | No change | 301 | $28K |
| Garrison Bradford & Associates Inc. | 0.03% | No change | 300 | $28K |
| Bessemer Group Inc. | 0.00% | No change | 300 | $28K |
| Decker Retirement Planning Inc. | 0.02% | New | 283 | $27K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 277 | $26K |
| GeoWealth Management, LLC | 0.00% | New | 275 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 274 | $26K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -13.8% | 250 | $23K |
| Van Eck Associates Corp. | 0.00% | No change | 241 | $23K |
| Rialto Wealth Management, LLC | 0.01% | No change | 234 | $22K |
| GAMMA Investing LLC | 0.00% | Reduce -77.1% | 230 | $22K |
| Tsfg, LLC | 0.00% | No change | 221 | $21K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -56.5% | 212 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $20K |
| Golden State Wealth Management, LLC | 0.00% | No change | 204 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -92.8% | 200 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $19K |
| Rossby Financial, LCC | 0.01% | No change | 198 | $19K |
| Angeles Wealth Management, LLC | 0.00% | No change | 194 | $18K |
| Nemes Rush Group LLC | 0.00% | New | 188 | $18K |
| Concord Wealth Partners | 0.00% | Reduce -36.0% | 187 | $18K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -99.5% | 175 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 168 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 165 | $16K |
| Avion Wealth | 0.00% | Reduce -90.7% | 167 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.8% | 159 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | New | 132 | $12K |
| Ameriflex Group, Inc. | 0.01% | New | 125 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 122 | $11K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -36.1% | 115 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 94 | $9K |
| Bokf, NA | 0.00% | New | 93 | $9K |
| Bfsg, LLC | 0.00% | Reduce -60.0% | 90 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $8K |
| MCF Advisors LLC | 0.00% | Add +113.2% | 81 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $7K |
| Inlight Wealth Management, LLC | 0.00% | No change | 68 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.4% | 62 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 62 | $6K |
| Total Investment Management Inc. | 0.00% | New | 61 | $6K |
| New Millennium Group LLC | 0.00% | No change | 31 | $3K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 10 | $938 |
| SouthState Bank Corp | 0.00% | Reduce -99.6% | 8 | $750 |
| Coastline Trust Co | 0.00% | No change | 6 | $563 |
| Goodman Advisory Group, LLC | 0.00% | Reduce -100.0% | 5 | $469 |
| REAP Financial Group, LLC | 0.00% | No change | 5 | $469 |
| Alerus Financial NA | 0.00% | New | 5 | $469 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.