Vaneck Morningstar Wide MoatMOATETF
13F holders, Q3 2025 (September 30)678holders −13
30new positions
38sold out
4famous investors
$99.24avg. 13F price*
At the end of Q3 2025, 678 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 13 from Q2 2025. 30 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($655.7M), LPL Financial LLC ($634.6M) and Bank of America Corp. ($622.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.3M |
| Exits | 38 | $42.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,392,768 shares bought and 6,575,562 shares sold, net −4,182,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Morgan Stanley | 0.04% | Reduce -2.5% | 6,615,568 | $655.7M |
| LPL Financial LLC | 0.19% | Reduce -2.4% | 6,402,685 | $634.6M |
| Bank of America Corp. | 0.05% | Reduce -7.4% | 6,283,572 | $622.8M |
| Raymond James Financial Inc. | 0.10% | Reduce -16.2% | 3,215,101 | $318.6M |
| Mesirow Financial Investment Management, Inc. | 4.66% | Reduce -1.6% | 2,627,317 | $260.4M |
| Wells Fargo & Company | 0.05% | Reduce -3.5% | 2,322,064 | $230.1M |
| Boulay Financial Advisors, LLC | 29.48% | Add +2.0% | 2,119,374 | $210.1M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -13.7% | 1,552,751 | $153.9M |
| Cetera Investment Advisers | 0.14% | Add +99.8% | 1,223,448 | $121.3M |
| Jones Financial Companies LLLP | 0.07% | Add +10.9% | 1,101,252 | $108.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.0% | 1,069,937 | $106.1M |
| UBS Group AG | 0.02% | Reduce -29.5% | 975,164 | $96.6M |
| Provenance Wealth Advisors, LLC | 11.69% | Reduce -0.6% | 912,877 | $90.5M |
| Southern Farm Bureau Life Insurance | 9.88% | No change | 845,027 | $83.8M |
| First Foundation Advisors | 2.93% | Reduce -8.7% | 799,817 | $79.3M |
| Mercer Global Advisors Inc. | 0.13% | Add +1690.5% | 794,616 | $78.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.0% | 749,491 | $74.3M |
| Osaic Holdings, Inc. | 0.10% | Add +22.2% | 741,903 | $73.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -4.2% | 706,544 | $70.0M |
| Cwm, LLC | 0.20% | Reduce -22.7% | 682,275 | $67.6M |
| Sfmg, LLC | 4.34% | Add +2.4% | 631,116 | $62.5M |
| Verde Capital Management | 13.35% | Add +3.4% | 607,869 | $60.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.1% | 603,876 | $59.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -17.5% | 590,932 | $58.6M |
| Apexium Financial, LP | 2.83% | Add +0.5% | 588,005 | $58.3M |
| Kelman-Lazarov, Inc. | 8.10% | Add +0.7% | 551,165 | $54.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -5.6% | 515,424 | $51.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -7.5% | 510,535 | $50.6M |
| Financial Management Network Inc. | 8.09% | Reduce -2.8% | 485,935 | $49.1M |
| Apriem Advisors | 4.63% | Add +7.1% | 493,823 | $48.9M |
| Stifel Financial Corp. | 0.04% | Add +0.6% | 491,277 | $48.7M |
| Leelyn Smith, LLC | 7.30% | Add +1.1% | 488,739 | $48.4M |
| Ceera Investments, LLC | 14.47% | Reduce -8.6% | 468,045 | $46.4M |
| Regatta Capital Group, LLC | 7.22% | Add +0.5% | 461,189 | $45.7M |
| Harbor Group, Inc. | 7.06% | Add +2.6% | 447,960 | $44.4M |
| Cahill Financial Advisors Inc. | 5.03% | Reduce -0.7% | 445,550 | $44.2M |
| Whitaker-Myers Wealth Managers, LTD. | 8.89% | Reduce -37.5% | 411,410 | $40.8M |
| Private Advisor Group, LLC | 0.19% | Reduce -3.5% | 397,793 | $39.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.3% | 392,918 | $39.3M |
| G2 Capital Management, LLC / Oh | 9.69% | Add +3.2% | 387,462 | $38.4M |
| JNBA Financial Advisors | 3.45% | Reduce -2.3% | 382,790 | $37.9M |
| Summit Asset Management, LLC | 5.75% | Add +0.6% | 377,314 | $37.4M |
| Stephens Inc. | 0.47% | Reduce -4.6% | 373,699 | $37.0M |
| Cerity Partners LLC | 0.05% | Add +0.4% | 336,774 | $33.4M |
| Ancora Advisors LLC | 0.62% | Reduce -1.9% | 312,216 | $30.9M |
| Brookstone Capital Management | 0.36% | Reduce -6.8% | 306,215 | $30.3M |
| Planned Solutions, Inc. | 10.27% | Reduce -1.7% | 298,684 | $29.6M |
| Buttonwood Financial Advisors Inc. | 10.19% | Add +11.7% | 298,563 | $29.6M |
| Richmond Investment Services, LLC | 5.50% | Reduce -4.7% | 298,125 | $29.5M |
| Geneos Wealth Management Inc. | 0.74% | Reduce -6.8% | 295,181 | $29.3M |
| Level Four Advisory Services, LLC | 1.00% | Reduce -17.6% | 295,147 | $29.3M |
| Assetmark, Inc. | 0.06% | Reduce -2.9% | 282,684 | $28.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -27.1% | 280,000 | $27.8M |
| Virtus Wealth Solutions LLC | 5.00% | Reduce -2.1% | 262,300 | $26.0M |
| NewEdge Advisors, LLC | 0.12% | Add +71.0% | 258,173 | $25.6M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +1.3% | 250,886 | $24.9M |
| Activest Wealth Management | 4.61% | Reduce -0.3% | 229,459 | $22.7M |
| Dynamic Advisor Solutions LLC | 0.65% | Reduce -0.1% | 227,415 | $22.5M |
| Visionary Wealth Advisors | 1.05% | Reduce -6.7% | 227,253 | $22.5M |
| Creative Planning | 0.02% | Reduce -1.9% | 225,403 | $22.3M |
| Ethos Financial Group, LLC | 1.73% | Reduce -0.4% | 221,250 | $21.9M |
| Beaumont Asset Management, L.L.C. | 10.94% | Reduce -5.8% | 219,300 | $21.7M |
| Summit Financial, LLC | 0.33% | Reduce -12.2% | 216,312 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 214,649 | $21.3M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +3.0% | 211,306 | $20.9M |
| Berkshire Money Management, Inc. | 2.12% | Reduce -1.9% | 207,871 | $20.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +2.9% | 207,427 | $20.6M |
| Prospera Financial Services Inc | 0.35% | Reduce -7.2% | 207,347 | $20.6M |
| Tanager Wealth Management LLP | 2.13% | Reduce -25.0% | 204,363 | $20.3M |
| MML Investors Services, LLC | 0.05% | Reduce -7.1% | 202,455 | $20.1M |
| Citigroup Inc. | 0.01% | Add +2.4% | 201,257 | $19.9M |
| Harbour Trust & Investment Management Co | 2.01% | Reduce -0.1% | 196,344 | $19.5M |
| Etesian Wealth Advisors, Inc. | 6.19% | Add +5.2% | 189,235 | $18.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -23.4% | 186,603 | $18.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -12.3% | 182,396 | $18.1M |
| New England Private Wealth Advisors LLC | 2.34% | Add +10.2% | 179,516 | $17.8M |
| Altus Wealth Group LLC | 7.27% | Add +1.3% | 178,609 | $17.7M |
| DAVENPORT & Co LLC | 0.09% | Reduce -7.2% | 169,613 | $16.8M |
| MAI Capital Management | 0.10% | Reduce -10.7% | 168,942 | $16.7M |
| IFP Advisors, Inc | 0.43% | Reduce -4.0% | 168,653 | $16.7M |
| Kathleen S. Wright Associates Inc. | 6.18% | Add +2.8% | 168,156 | $16.7M |
| Journey Strategic Wealth LLC | 0.47% | Add +3.1% | 167,074 | $16.6M |
| Graver Capital Management, LLC | 13.82% | Reduce -0.7% | 165,500 | $16.4M |
| James J. Burns & Company, LLC | 2.41% | Add +5.9% | 163,336 | $16.2M |
| Aspen Wealth Strategies, LLC | 9.05% | Reduce -12.4% | 163,131 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -9.8% | 162,823 | $16.1M |
| Obermeyer Wealth Partners | 0.75% | Reduce -39.2% | 161,743 | $16.0M |
| HBW Advisory Services LLC | 1.78% | Reduce -1.1% | 159,654 | $15.8M |
| S.E.E.D. Planning Group LLC | 4.43% | Add +6.6% | 153,542 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -1.4% | 148,194 | $14.7M |
| SK Wealth Management, LLC | 5.33% | Reduce -24.2% | 142,361 | $14.3M |
| Family Office Research LLC | 6.15% | Reduce -2.1% | 141,904 | $14.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +18.4% | 140,567 | $13.9M |
| Independent Financial Group, LLC | 0.32% | Add +1.6% | 135,631 | $13.4M |
| Joseph Group Capital Management | 3.75% | Add +1.6% | 134,065 | $13.3M |
| Unique Wealth Strategies, LLC | 5.11% | Reduce -6.8% | 131,206 | $13.0M |
| Goldstone Financial Group, LLC | 1.50% | Add +3.8% | 128,308 | $12.7M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +1.7% | 124,760 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 122,177 | $12.1M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -1.1% | 122,137 | $12.1M |
| Fermata Advisors, LLC | 3.07% | Reduce -3.6% | 121,997 | $12.1M |
| Employees' Retirement Fund of the City of Fort Worth | 5.51% | Reduce -82.0% | 118,874 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.7% | 118,787 | $11.8M |
| Flputnam Investment Management Co. | 0.18% | Reduce -25.9% | 118,690 | $11.8M |
| Philip James Wealth Mangement, LLC | 1.42% | Reduce -29.9% | 118,152 | $11.7M |
| Palo Alto Wealth Advisors, LLC | 3.38% | Reduce -10.6% | 114,061 | $11.6M |
| &partners | 0.07% | Add +21.9% | 113,212 | $11.3M |
| AlphaCore Capital LLC | 0.37% | Add +12.5% | 112,251 | $11.1M |
| Plotkin Financial Advisors, LLC | 5.45% | Reduce -3.7% | 111,204 | $11.0M |
| Novare Capital Management LLC | 0.80% | Add +0.9% | 106,146 | $10.5M |
| Farrow Financial, Inc. | 6.05% | Reduce -0.1% | 105,211 | $10.4M |
| Boyce & Associates Wealth Consulting, Inc. | 8.40% | Reduce -13.0% | 103,524 | $10.3M |
| Equitable Holdings, Inc. | 0.07% | Reduce -1.3% | 101,588 | $10.1M |
| WealthPlan Investment Management, LLC | 0.66% | Add +3.6% | 101,042 | $10.0M |
| Sigma Planning Corp | 0.28% | Reduce -17.0% | 97,700 | $9.7M |
| Acorn Wealth Advisors, LLC | 2.99% | Add +0.2% | 96,286 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -10.4% | 94,429 | $9.4M |
| Victory Financial Group, LLC | 1.27% | Reduce -2.0% | 92,926 | $9.2M |
| TPG Advisors LLC | 6.02% | Add +2.8% | 92,325 | $9.2M |
| Pursue Wealth Partners LLC | 4.79% | Reduce -1.9% | 87,968 | $8.7M |
| Marshall & Sterling Wealth Advisors Inc. | 5.54% | Reduce -4.0% | 87,353 | $8.6M |
| EnRich Financial Partners LLC | 2.45% | Add +0.9% | 86,816 | $8.6M |
| FWG Holdings, LLC | 3.69% | Add +1.1% | 84,541 | $8.6M |
| Accredited Wealth Management, LLC | 6.37% | Reduce -95.6% | 3,610 | $8.5M |
| Howard Financial Services, LTD. | 1.03% | Reduce -1.7% | 84,825 | $8.4M |
| Onyx Bridge Wealth Group LLC | 0.91% | Reduce -0.8% | 84,807 | $8.4M |
| NorthCrest Asset Manangement, LLC | 0.20% | Add +2.0% | 82,954 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.6% | 83,297 | $8.3M |
| Beaumont Financial Advisors, LLC | 0.55% | Reduce -1.5% | 83,054 | $8.2M |
| Perigon Wealth Management, LLC | 0.17% | Add +3.8% | 82,078 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +7.3% | 81,929 | $8.1M |
| Allworth Financial LP | 0.04% | Reduce -3.1% | 80,067 | $7.9M |
| Darrow Company, Inc. | 3.58% | Reduce -4.7% | 76,002 | $7.7M |
| Morningstar Investment Management LLC | 0.28% | No change | 77,770 | $7.7M |
| Boomfish Wealth Group, LLC | 4.14% | Reduce -4.1% | 77,422 | $7.7M |
| Roundview Capital LLC | 0.47% | Reduce -16.2% | 74,902 | $7.4M |
| Copley Financial Group, Inc. | 4.99% | Add +0.7% | 73,658 | $7.3M |
| Corient Private Wealth LP | 0.01% | Reduce -9.3% | 73,042 | $7.2M |
| Cabot Wealth Management Inc. | 0.79% | Add +7.2% | 72,185 | $7.2M |
| American National Bank of Texas | 6.72% | — | 72,080 | $7.1M |
| Eagle Strategies LLC | 0.95% | Reduce -43.5% | 71,627 | $7.1M |
| Ferguson Shapiro LLC | 2.27% | Add +0.2% | 70,809 | $7.0M |
| D.A. Davidson & Co. | 0.04% | Add +0.8% | 68,681 | $6.8M |
| Tacita Capital Inc | 3.84% | Add +0.4% | 64,101 | $6.4M |
| VestGen Advisors, LLC | 0.21% | Reduce -0.2% | 63,930 | $6.3M |
| TTP Investments, Inc. | 1.83% | Reduce -3.8% | 62,867 | $6.3M |
| Wimmer Associates 1, LLC | 3.03% | Add +0.6% | 63,694 | $6.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0.78% | Add +6.4% | 63,587 | $6.3M |
| Comerica Bank | 0.02% | Reduce -2.1% | 63,466 | $6.3M |
| Laurel Wealth Planning LLC | 3.27% | Reduce -3.8% | 62,408 | $6.2M |
| Cornerstone Advisory, LLC | 0.60% | Reduce -31.2% | 61,737 | $6.1M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -0.6% | 61,487 | $6.1M |
| Legacy Solutions, LLC | 5.47% | Reduce -1.1% | 61,400 | $6.1M |
| Allen Capital Group, LLC | 0.58% | Reduce -3.7% | 61,256 | $6.1M |
| Mengis Capital Management, Inc. | 1.14% | Add +4.7% | 58,445 | $5.8M |
| Boston Family Office LLC | 0.37% | Reduce -1.1% | 57,979 | $5.7M |
| Foundations Investment Advisors, LLC | 0.08% | Add +3.3% | 57,914 | $5.7M |
| Midwest Financial Group LLC | 2.69% | Reduce -0.4% | 56,884 | $5.6M |
| Fortune Financial Advisors, LLC | 4.21% | Reduce -0.8% | 56,392 | $5.6M |
| Argent Trust Co | 0.20% | Add +3.1% | 56,236 | $5.6M |
| Smith, Moore & Co. | 0.42% | Add +1.8% | 54,836 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -1.4% | 54,440 | $5.4M |
| Tranquility Partners, LLC | 1.81% | Reduce -4.6% | 54,190 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +7.1% | 52,918 | $5.2M |
| Magnolia Capital Advisors LLC | 1.36% | Reduce -37.7% | 52,603 | $5.2M |
| Sunpointe, LLC | 1.87% | Add +11.8% | 52,225 | $5.2M |
| Modern Wealth Management, LLC | 0.10% | Reduce -6.3% | 51,572 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -14.0% | 51,164 | $5.1M |
| Patton Albertson Miller Group, LLC | 0.61% | Reduce -13.5% | 50,937 | $5.0M |
| XML Financial, LLC | 0.41% | Add +17.0% | 50,557 | $5.0M |
| Lido Advisors, LLC | 0.02% | Reduce -5.6% | 49,433 | $4.9M |
| Financial Partners Group, Inc | 0.61% | Reduce -4.1% | 49,182 | $4.9M |
| Capital Investment Advisory Services, LLC | 0.38% | Add +1.3% | 48,598 | $4.8M |
| Flagstar Securities, Inc. | 1.47% | Reduce -29.9% | 48,376 | $4.8M |
| Farrell Financial LLC | 2.99% | Reduce -1.2% | 48,094 | $4.8M |
| Sterling Investment Advisors, Ltd. | 0.93% | Reduce -16.2% | 48,038 | $4.8M |
| Paragon Advisors, LLC | 1.21% | Reduce -9.3% | 47,161 | $4.7M |
| Rehmann Capital Advisory Group | 0.25% | Reduce -1.5% | 46,136 | $4.6M |
| Tompkins Financial Corp. | 0.38% | Reduce -10.7% | 46,005 | $4.6M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -36.8% | 45,847 | $4.5M |
| IHT Wealth Management, LLC | 0.11% | Reduce -13.3% | 45,464 | $4.5M |
| Goepper Burkhardt LLC | 1.53% | Reduce -6.6% | 45,298 | $4.5M |
| Roberts Glore & Co. Inc. | 1.22% | Reduce -1.7% | 45,091 | $4.5M |
| YHB Investment Advisors, Inc. | 0.33% | Reduce -4.7% | 44,861 | $4.4M |
| Integrated Advisors Network LLC | 0.19% | Add +3.9% | 44,619 | $4.4M |
| Centaurus Financial, Inc. | 0.21% | Add +2.7% | 44,604 | $4.4M |
| WealthPLAN Partners, LLC | 0.66% | Add +2.0% | 44,379 | $4.4M |
| PSI Advisors, LLC | 1.14% | Reduce -47.7% | 44,177 | $4.4M |
| Lunt Capital Management, Inc. | 1.67% | Reduce -15.9% | 44,109 | $4.4M |
| Western Wealth Management, LLC | 0.23% | Reduce -15.4% | 43,855 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.0% | 43,652 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +56.1% | 43,095 | $4.3M |
| Stonebridge Financial Planning Group, LLC | 1.60% | Add +1.6% | 43,030 | $4.3M |
| FMR LLC | 0.00% | Add +9.0% | 42,479 | $4.2M |
| Principal Securities, Inc. | 0.07% | Reduce -1.3% | 41,618 | $4.1M |
| McCarthy & Cox | 0.93% | Add +4.7% | 40,947 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.25% | Reduce -5.6% | 40,950 | $4.1M |
| Opal Wealth Advisors, LLC | 1.13% | Add +5.7% | 40,791 | $4.0M |
| StoneX Group Inc. | 0.17% | Add +0.6% | 40,325 | $4.0M |
| Ayalon Insurance Comp Ltd. | 1.01% | Add +0.3% | 40,254 | $4.0M |
| Betterment LLC | 0.01% | Reduce -5.3% | 39,954 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.4% | 39,198 | $3.9M |
| Burns Matteson Capital Management, LLC | 1.63% | Reduce -5.9% | 39,114 | $3.9M |
| Darwin Wealth Management, LLC | 1.21% | Add +8.6% | 38,499 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Reduce -11.6% | 36,404 | $3.7M |
| Avalon Capital Management | 0.91% | Reduce -1.0% | 37,260 | $3.7M |
| Endowment Wealth Management, Inc. | 1.67% | Add +9.8% | 37,089 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +4.0% | 36,356 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -4.3% | 36,254 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +0.5% | 35,737 | $3.5M |
| Trajan Wealth LLC | 0.15% | Reduce -5.7% | 35,575 | $3.5M |
| Blair William & Co. | 0.01% | Reduce -6.0% | 35,561 | $3.5M |
| Fifth Third Securities, Inc. | 0.24% | Reduce -32.4% | 35,481 | $3.5M |
| AQR Capital Management | 0.00% | Add +90.6% | 35,457 | $3.5M |
| RDA Financial Network | 0.85% | Reduce -0.3% | 34,759 | $3.4M |
| IRON Financial LLC | 1.64% | Reduce -10.6% | 34,622 | $3.4M |
| Westshore Wealth, LLC | 1.13% | Reduce -10.5% | 33,426 | $3.3M |
| XY Planning Network, Inc. | 1.11% | No change | 34,696 | $3.3M |
| Collaborative Wealth Managment Inc. | 1.31% | Reduce -5.8% | 32,775 | $3.2M |
| Panoramic Investment Advisors, LLC | 1.82% | Reduce -2.8% | 32,700 | $3.2M |
| Tactive Advisors, LLC | 0.90% | Reduce -3.9% | 32,043 | $3.2M |
| Atlas Wealth LLC | 1.32% | Reduce -1.1% | 31,131 | $3.1M |
| Jacksonville Wealth Management, LLC | 2.26% | Add +11.2% | 31,072 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.2% | 30,094 | $3.0M |
| Vantage Point Financial LLC | 1.13% | Reduce -0.4% | 29,528 | $2.9M |
| Compound Planning, Inc. | 0.09% | Reduce -4.0% | 28,994 | $2.9M |
| Creekside Partners | 1.26% | Reduce -1.9% | 28,880 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.0% | 28,563 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.78% | Add +1.1% | 28,489 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.30% | Reduce -5.4% | 28,320 | $2.8M |
| Cutler Capital Management, LLC | 1.11% | Add +21.5% | 28,028 | $2.8M |
| Tme Financial, Inc. | 2.04% | Add +4.4% | 27,498 | $2.7M |
| Garden State Investment Advisory Services LLC | 0.69% | No change | 27,337 | $2.7M |
| Liberty One Investment Management, LLC | 0.15% | Reduce -2.6% | 27,154 | $2.7M |
| Cookson Peirce & Co. Inc. | 0.11% | Add +1.5% | 26,861 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +101.3% | 26,545 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.3% | 26,364 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -29.5% | 26,269 | $2.6M |
| BXM Wealth LLC | 2.46% | No change | 26,174 | $2.6M |
| L & S Advisors Inc | 0.28% | Add +9.9% | 26,006 | $2.6M |
| Triumph Capital Management | 0.69% | Add +24.5% | 25,711 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 25,454 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -4.5% | 25,333 | $2.5M |
| Cross Staff Investments Inc | 1.74% | Add +4.0% | 25,193 | $2.5M |
| Kraft, Davis & Associates, LLC | 0.60% | Reduce -40.9% | 24,603 | $2.5M |
| Barings LLC | 0.05% | Reduce -36.0% | 24,935 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +3.3% | 24,892 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +2.5% | 24,687 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +0.0% | 24,378 | $2.4M |
| First Financial Group Corp | 2.09% | Reduce -1.6% | 24,316 | $2.4M |
| Compass Advisory Group LLC | 0.67% | Reduce -71.5% | 24,251 | $2.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.86% | Reduce -14.8% | 23,851 | $2.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.70% | Reduce -4.8% | 23,525 | $2.3M |
| Turning Point Benefit Group, Inc. | 1.39% | Add +167.7% | 22,912 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +2.7% | 23,195 | $2.3M |
| Provident Wealth Management, LLC | 0.69% | Reduce -1.6% | 23,033 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -0.5% | 22,981 | $2.3M |
| Cascade Financial Partners, LLC | 0.26% | No change | 22,445 | $2.2M |
| Realta Investment Advisors | 0.74% | Reduce -0.6% | 22,392 | $2.2M |
| Essex Financial Services, Inc. | 0.13% | Reduce -40.3% | 22,331 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -17.8% | 22,077 | $2.2M |
| Inspire Advisors, LLC | 0.20% | Reduce -2.5% | 21,594 | $2.1M |
| Rooted Wealth Advisors, Inc. | 0.65% | Reduce -38.0% | 20,941 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.3% | 21,220 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.9% | 21,202 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +1.1% | 21,199 | $2.1M |
| Fca Corp. | 0.58% | Add +3.4% | 21,096 | $2.1M |
| Able Wealth Management LLC | 0.77% | Add +42.8% | 20,794 | $2.1M |
| Hilltop Holdings Inc. | 0.11% | Reduce -5.5% | 20,570 | $2.0M |
| First International Bank & Trust | 0.71% | Reduce -9.1% | 20,492 | $2.0M |
| Gries Financial LLC | 0.32% | Reduce -1.7% | 20,459 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +29.2% | 20,290 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -37.5% | 20,265 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.61% | Add +7.1% | 19,785 | $2.0M |
| Crux Wealth Advisors | 0.77% | Reduce -3.6% | 19,694 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.5% | 19,525 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -64.3% | 19,242 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +3.9% | 18,727 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -0.8% | 18,461 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -13.7% | 18,194 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.28% | Reduce -8.3% | 17,771 | $1.8M |
| Schorn Wealth LLC | 0.54% | Reduce -9.9% | 17,673 | $1.8M |
| Long Island Wealth Management, Inc. | 0.85% | Reduce -0.2% | 17,569 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Reduce -14.2% | 17,337 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Add +0.2% | 17,149 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -4.5% | 17,122 | $1.7M |
| Sierra Ocean, LLC | 1.39% | Reduce -87.2% | 16,666 | $1.7M |
| Peck Wealth Management, LLC | 1.58% | — | 16,663 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -1.6% | 16,657 | $1.7M |
| Rollins Financial Advisors, LLC | 0.25% | Reduce -7.8% | 16,605 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Reduce -8.9% | 16,334 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +4310.3% | 16,318 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.9% | 15,776 | $1.6M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -47.0% | 15,701 | $1.6M |
| Wolff Wiese Magana LLC | 0.87% | Reduce -0.8% | 15,573 | $1.5M |
| BCS Wealth Management | 0.35% | Reduce -6.4% | 15,477 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -0.1% | 15,221 | $1.5M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -2.6% | 15,195 | $1.5M |
| Elevation Capital Advisory, LLC | 0.60% | Reduce -7.4% | 15,122 | $1.5M |
| MADDEN SECURITIES Corp | 0.46% | No change | 15,000 | $1.5M |
| NFSG Corp | 0.22% | Reduce -2.6% | 14,855 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.3% | 14,809 | $1.5M |
| Rik Saylor Financial, Inc. | 1.07% | Reduce -0.1% | 14,774 | $1.5M |
| Winebrenner Capital Management LLC | 1.04% | Reduce -1.8% | 14,620 | $1.4M |
| M3 Advisory Group, LLC | 0.90% | Add +6.0% | 14,512 | $1.4M |
| PKS Advisory Services, LLC | 0.33% | Add +2.3% | 14,455 | $1.4M |
| Dumont & Blake Investment Advisors LLC | 0.35% | Add +4.6% | 14,373 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.2% | 14,361 | $1.4M |
| Marshall Financial Group, LLC | 0.27% | Reduce -8.5% | 14,237 | $1.4M |
| Element Squared LLC | 0.80% | Reduce -5.8% | 14,206 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.1% | 13,969 | $1.4M |
| Retireful, LLC | 1.33% | Add +182.7% | 13,925 | $1.4M |
| Defined Wealth Management, LLC | 0.80% | Reduce -1.3% | 13,919 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -17.9% | 13,913 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +1.7% | 13,746 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 13,579 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -71.8% | 13,533 | $1.3M |
| Fiduciary Financial Group, LLC | 0.21% | Reduce -15.2% | 13,524 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.60% | New | 13,418 | $1.3M |
| Rothschild Wealth LLC | 0.29% | Reduce -5.2% | 13,418 | $1.3M |
| Uptick Partners, LLC | 0.34% | Reduce -1.9% | 13,095 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -52.7% | 13,026 | $1.3M |
| Mendel Money Management | 0.54% | Reduce -4.3% | 12,917 | $1.3M |
| Arq Wealth Advisors, LLC | 0.38% | Add +22.6% | 12,800 | $1.3M |
| Moneco Advisors, LLC | 0.11% | Add +293.5% | 12,800 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +0.5% | 12,362 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -8.8% | 12,530 | $1.2M |
| Advyzon Investment Management, LLC | 0.21% | Add +22.5% | 12,509 | $1.2M |
| Cornerstone Financial Group, LLC | 0.92% | Reduce -3.0% | 12,010 | $1.2M |
| WCG Wealth Advisors LLC | 0.07% | No change | 11,959 | $1.2M |
| Aberdeen Group plc | 0.00% | No change | 12,008 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -17.9% | 11,918 | $1.2M |
| John W. Brooker & Co., CPAs | 2.40% | No change | 11,908 | $1.2M |
| Soundwatch Capital LLC | 0.19% | Reduce -81.9% | 11,835 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.6% | 11,705 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +97.5% | 11,548 | $1.2M |
| PFG Investments, LLC | 0.06% | Reduce -3.1% | 11,502 | $1.1M |
| Peak Financial Advisors LLC | 0.54% | Reduce -10.3% | 11,427 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 11,333 | $1.1M |
| Heck Capital Advisors, LLC | 0.09% | No change | 11,189 | $1.1M |
| Warner Financial, Inc. | 0.41% | Reduce -8.4% | 11,173 | $1.1M |
| Wbi Investments, LLC | 0.28% | Add +238.6% | 11,041 | $1.1M |
| Bawa N Mallick Trust | 0.41% | No change | 11,000 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.11% | Reduce -3.6% | 10,845 | $1.1M |
| Whipplewood Advisors, LLC | 0.71% | Reduce -11.4% | 10,817 | $1.1M |
| Keystone Financial Group | 0.08% | Add +1.5% | 10,669 | $1.1M |
| AlphaStar Capital Management, LLC | 0.09% | Reduce -8.7% | 10,656 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.12% | Reduce -35.9% | 10,650 | $1.1M |
| Trademark Financial Management, LLC | 0.61% | Reduce -3.6% | 10,607 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.37% | Reduce -5.1% | 10,510 | $1.0M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -10.2% | 10,361 | $1.0M |
| KPP Advisory Services LLC | 0.15% | No change | 10,355 | $1.0M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -70.2% | 10,326 | $1.0M |
| Principle Wealth Partners LLC | 0.06% | No change | 10,294 | $1.0M |
| Ascension Capital Advisors, Inc. | 0.39% | Reduce -1.8% | 10,194 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.22% | No change | 9,957 | $1.0M |
| Byrne Financial Freedom, LLC | 0.50% | Reduce -72.1% | 10,059 | $997K |
| Strategic Investment Solutions, Inc. | 0.26% | Reduce -0.1% | 9,967 | $988K |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | New | 9,764 | $968K |
| Root Financial Partners, LLC | 0.06% | No change | 9,648 | $956K |
| Smart Money Group LLC | 0.28% | Reduce -4.9% | 9,577 | $949K |
| Calton & Associates, Inc. | 0.14% | Reduce -1.4% | 9,473 | $939K |
| PCG Wealth Advisors, LLC | 0.27% | Reduce -13.0% | 9,463 | $938K |
| IMG Wealth Management, Inc. | 0.62% | Reduce -18.6% | 9,306 | $922K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.9% | 9,242 | $916K |
| Maridea Wealth Management LLC | 0.14% | Reduce -12.9% | 8,970 | $911K |
| Phraction Management LLC | 0.28% | No change | 9,095 | $901K |
| Kaydan Wealth Management, Inc. | 0.25% | No change | 8,808 | $873K |
| Meitav Investment House Ltd. | 0.01% | Add +66.6% | 8,742 | $858K |
| MGB Wealth Management, LLC | 0.24% | Reduce -0.8% | 8,604 | $852K |
| 1620 Investment Advisors, Inc. | 0.57% | Add +4.9% | 8,491 | $842K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.7% | 8,380 | $831K |
| Merkkuri Wealth Advisors LLC | 0.60% | Reduce -22.3% | 8,384 | $831K |
| Walled Lake Planning & Wealth Management, LLC | 0.27% | Add +2.4% | 8,383 | $831K |
| Larson Financial Group LLC | 0.03% | Reduce -1.6% | 8,356 | $828K |
| Oliver Luxxe Assets LLC | 0.13% | Reduce -10.7% | 8,346 | $827K |
| Anchor Investment Management, LLC | 0.07% | Reduce -3.6% | 8,328 | $825K |
| First Community Trust NA | 0.63% | No change | 8,242 | $817K |
| GTS Securities LLC | 0.03% | Reduce -86.2% | 8,180 | $811K |
| Sovran Advisors, LLC | 0.07% | Reduce -13.8% | 7,970 | $806K |
| Swmg, LLC | 0.24% | Add +7.5% | 7,823 | $802K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -0.3% | 7,957 | $789K |
| Patten Group, Inc. | 0.15% | Reduce -25.4% | 7,788 | $772K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -5.1% | 7,639 | $757K |
| Samalin Investment Counsel, LLC | 0.26% | Add +0.6% | 7,545 | $748K |
| Regal Investment Advisors LLC | 0.05% | Add +109.1% | 7,522 | $746K |
| United Advisor Group, LLC | 0.10% | Reduce -5.5% | 7,437 | $737K |
| Citadel Advisors | 0.00% | Reduce -82.0% | 7,314 | $725K |
| Triad Wealth Partners, LLC | 0.09% | Add +141.6% | 7,300 | $724K |
| Valued Retirements, Inc. | 0.81% | No change | 7,661 | $719K |
| Glassy Mountain Advisors, Inc. | 0.21% | Add +3.5% | 7,189 | $713K |
| FSC Wealth Advisors, LLC | 0.41% | Reduce -7.5% | 7,101 | $704K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -8.3% | 7,081 | $702K |
| Beckerman Institutional, LLC | 0.41% | Reduce -4.3% | 7,019 | $696K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.5% | 6,994 | $693K |
| US Bancorp \de | 0.00% | Reduce -6.1% | 6,942 | $688K |
| Endeavor Private Wealth, Inc. | 0.21% | Add +9.1% | 6,932 | $687K |
| Western Pacific Wealth Management, LP | 0.66% | Reduce -13.8% | 6,867 | $681K |
| Van Den Berg Management I, Inc. | 0.17% | Reduce -2.3% | 6,836 | $678K |
| Autumn Glory Partners, LLC | 0.27% | Add +155.7% | 6,651 | $659K |
| Synovus Financial Corp. | 0.01% | Add +17.0% | 6,620 | $656K |
| ProVise Management Group, LLC | 0.05% | Reduce -2.9% | 6,581 | $652K |
| TFR Capital, LLC. | 0.22% | Reduce -0.9% | 6,561 | $650K |
| Moors & Cabot, Inc. | 0.03% | Add +0.3% | 6,507 | $645K |
| HRT Financial LP | 0.00% | New | 6,454 | $639K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 6,323 | $627K |
| Legacy Private Trust Co. | 0.04% | Reduce -14.8% | 6,305 | $625K |
| LexAurum Advisors, LLC | 0.09% | Reduce -54.7% | 6,188 | $613K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | No change | 6,175 | $612K |
| Quad-Cities Investment Group, LLC | 0.26% | Add +11.2% | 6,165 | $611K |
| Resurgent Financial Advisors LLC | 0.30% | Reduce -10.3% | 6,061 | $601K |
| Beck Capital Management, LLC | 0.14% | Reduce -0.2% | 6,033 | $598K |
| Keybank National Association | 0.00% | Add +38.4% | 5,980 | $593K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +30.9% | 5,865 | $581K |
| 360 Financial, Inc. | 0.19% | Reduce -1.6% | 5,844 | $579K |
| Balance Wealth Partners LLC | 0.14% | Reduce -1.5% | 5,835 | $578K |
| Integrity Alliance, Llc. | 0.03% | Reduce -2.9% | 5,770 | $572K |
| Private Trust Co. NA | 0.05% | Reduce -20.8% | 5,696 | $565K |
| Choreo, LLC | 0.01% | Reduce -30.5% | 5,596 | $555K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.0% | 5,523 | $547K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $546K |
| Merit Financial Group, LLC | 0.01% | Reduce -14.1% | 5,484 | $544K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,453 | $540K |
| Dash Acquisitions Inc. | 0.11% | No change | 5,329 | $540K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -14.8% | 5,437 | $539K |
| Anson Capital, Inc. | 0.40% | Reduce -10.7% | 5,403 | $536K |
| Neuberger Berman Group LLC | 0.00% | Add +105.7% | 5,368 | $532K |
| RFG Advisory, LLC | 0.01% | Reduce -20.4% | 5,366 | $532K |
| Kovack Advisors, Inc. | 0.05% | No change | 5,308 | $526K |
| Ameritas Advisory Services, LLC | 0.03% | Add +45.7% | 5,302 | $525K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -2.5% | 5,295 | $525K |
| Blossom Wealth Management | 0.85% | Add +4.5% | 5,291 | $524K |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 5,286 | $524K |
| Kingsview Wealth Management, LLC | 0.01% | Add +40.0% | 5,216 | $517K |
| Asset Dedication, LLC | 0.03% | Reduce -1.2% | 5,192 | $515K |
| Southland Equity Partners LLC | 0.10% | Reduce -3.3% | 5,191 | $514K |
| Brighton Jones LLC | 0.01% | No change | 5,184 | $514K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -10.2% | 5,139 | $509K |
| Bank of Montreal | 0.00% | Reduce -13.5% | 5,021 | $498K |
| PFG Advisors | 0.02% | Reduce -6.1% | 4,992 | $495K |
| Smith Thornton Advisors LLC | 0.26% | No change | 4,967 | $492K |
| QSV Equity Investors LLC | 0.50% | No change | 4,950 | $491K |
| Trilogy Capital Inc. | 0.02% | Reduce -19.4% | 4,910 | $487K |
| Lanark Financial, Inc. | 0.04% | Reduce -8.7% | 4,749 | $471K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -7.3% | 4,723 | $468K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +3.4% | 4,719 | $468K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -0.7% | 4,700 | $466K |
| CFO4Life Group, LLC | 0.07% | No change | 4,685 | $464K |
| Sageworth Trust Co of South Dakota | 0.44% | No change | 4,679 | $464K |
| AE Wealth Management LLC | 0.00% | Reduce -18.9% | 4,642 | $460K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -7.4% | 4,507 | $447K |
| Welch & Forbes LLC | 0.01% | Add +1.7% | 4,506 | $447K |
| WealthBridge Capital Management, LLC | 0.10% | Add +3.9% | 4,495 | $446K |
| Family Capital Management, Inc. | 0.21% | No change | 4,451 | $441K |
| Arkadios Wealth Advisors | 0.01% | Add +2.3% | 4,443 | $440K |
| Landaas & Co. /Wi | 0.10% | No change | 4,419 | $438K |
| Atlas Brown,Inc. | 0.13% | Add +0.9% | 4,403 | $436K |
| Intrua Financial, LLC | 0.05% | Reduce -2.4% | 4,367 | $433K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,271 | $423K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 4,111 | $407K |
| First Trust Advisors LP | 0.00% | Add +8.2% | 4,106 | $407K |
| Advisors Capital Management, LLC | 0.01% | Add +2.1% | 4,064 | $403K |
| Stiles Financial Services Inc | 0.13% | No change | 4,060 | $402K |
| Savvy Advisors, Inc. | 0.02% | Reduce -4.5% | 4,048 | $401K |
| Accelerate Investment Advisors LLC | 0.27% | Reduce -0.3% | 4,038 | $400K |
| IPG Investment Advisors LLC | 0.07% | Reduce -3.6% | 3,986 | $395K |
| Jane Street Group, LLC | 0.00% | New | 3,906 | $387K |
| Sugar Maple Asset Management, LLC | 0.27% | Reduce -5.7% | 3,838 | $380K |
| Renaissance Technologies | 0.00% | New | 3,800 | $377K |
| Mgo One Seven LLC | 0.01% | Add +3.7% | 3,674 | $364K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +14.9% | 3,655 | $362K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $360K |
| Fairscale Capital, LLC | 0.24% | No change | 3,584 | $355K |
| Clare Market Investments LLC | 0.07% | Add +44.4% | 3,578 | $355K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.11% | Reduce -8.9% | 3,553 | $352K |
| New Insight Wealth Advisors | 0.13% | Reduce -4.2% | 3,527 | $350K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -17.6% | 3,525 | $349K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.5% | 3,480 | $345K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -26.0% | 3,457 | $343K |
| Aventura Private Wealth, LLC | 0.13% | No change | 3,426 | $340K |
| Arlington Financial Advisors, LLC | 0.05% | New | 3,382 | $335K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -61.0% | 3,374 | $334K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.8% | 3,282 | $332K |
| Spire Wealth Management | 0.01% | Add +7.7% | 3,334 | $330K |
| Simplicity Wealth,LLC | 0.02% | New | 3,325 | $330K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $329K |
| Debussy Capital Management LP | 0.05% | No change | 3,314 | $328K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 3,279 | $325K |
| Westend Capital Management, LLC | 0.09% | No change | 3,277 | $325K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.7% | 3,229 | $320K |
| Madden Advisory Services, Inc. | 0.13% | Reduce -6.9% | 3,228 | $320K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 3,185 | $316K |
| Ameriflex Group, Inc. | 0.12% | Add +2431.2% | 3,164 | $314K |
| QRG Capital Management, Inc. | 0.00% | Reduce -8.8% | 3,160 | $313K |
| Barnett & Company, Inc. | 0.24% | Reduce -4.2% | 3,111 | $308K |
| Bay Capital Advisors, LLC | 0.20% | No change | 3,107 | $308K |
| Freestone Capital Holdings, LLC | 0.01% | Add +27.4% | 3,107 | $308K |
| Destiny Wealth Partners, LLC | 0.04% | New | 3,051 | $302K |
| Drive Wealth Management, LLC | 0.06% | Reduce -5.7% | 3,039 | $301K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $300K |
| Almanack Investment Partners, LLC. | 0.05% | Add +7.1% | 3,029 | $300K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -3.8% | 3,019 | $299K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,001 | $297K |
| Quartz Partners, LLC | 0.11% | Reduce -48.8% | 2,984 | $296K |
| Auxano Advisors, LLC | 0.06% | Add +20.8% | 2,923 | $290K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -2.6% | 2,913 | $289K |
| Future Financial Wealth Managment LLC | 0.18% | No change | 2,899 | $287K |
| TD Capital Management LLC | 0.03% | No change | 2,891 | $286K |
| Flow Traders U.S. LLC | 0.01% | Reduce -93.0% | 2,863 | $284K |
| Piedmont Capital Management, LLC | 0.15% | No change | 2,820 | $281K |
| Red Mountain Financial, LLC | 0.28% | Reduce -2.1% | 2,832 | $281K |
| XTX Topco Ltd | 0.01% | Reduce -90.7% | 2,822 | $280K |
| Clarus Group, Inc. | 0.10% | No change | 2,814 | $279K |
| Old Second National Bank of Aurora | 0.06% | Reduce -7.8% | 2,800 | $278K |
| Santori & Peters, Inc. | 0.10% | Reduce -94.3% | 2,793 | $277K |
| CapWealth Advisors, LLC | 0.02% | No change | 2,785 | $276K |
| Whelan Financial | 0.09% | New | 2,762 | $274K |
| Emergent Wealth Advisors, LLC | 0.16% | Reduce -4.9% | 2,751 | $273K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 2,736 | $271K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -20.8% | 2,711 | $270K |
| First American Trust, FSB | 0.02% | No change | 2,719 | $270K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.3% | 2,708 | $268K |
| BlackRock, Inc. | 0.00% | Add +19.0% | 2,704 | $268K |
| Essex Bank | 0.06% | Reduce -5.5% | 2,703 | $268K |
| Culbertson A N & Co. Inc. | 0.04% | No change | 2,701 | $268K |
| One Capital Management, LLC | 0.01% | No change | 2,688 | $266K |
| Members Wealth LLC | 0.17% | — | 2,649 | $266K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -13.6% | 2,660 | $264K |
| Carnegie Investment Counsel | 0.01% | No change | 2,652 | $263K |
| GatePass Capital, LLC | 0.15% | No change | 2,648 | $262K |
| Davis R M Inc. | 0.00% | No change | 2,620 | $260K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -11.1% | 2,593 | $257K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.4% | 2,590 | $257K |
| Sensible Money, LLC | 0.09% | No change | 2,589 | $257K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.3% | 2,519 | $250K |
| Waddell & Associates, LLC | 0.02% | Reduce -1.5% | 2,493 | $247K |
| Bell Bank | 0.01% | No change | 2,491 | $247K |
| Eclectic Associates Inc. | 0.05% | Reduce -55.0% | 2,486 | $246K |
| Stillwater Wealth Management Group | 0.17% | — | 2,485 | $246K |
| Old National Bancorp | 0.00% | Reduce -11.5% | 2,474 | $245K |
| First International Bank of Israel Ltd. | 0.14% | Reduce -13.1% | 2,518 | $245K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | No change | 2,455 | $243K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | No change | 2,446 | $242K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,435 | $241K |
| Savant Capital, LLC | 0.00% | Reduce -19.1% | 2,391 | $237K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $234K |
| American Financial Advisors, LLC | 0.03% | New | 2,354 | $233K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -3.2% | 2,347 | $232K |
| LM Advisors LLC | 0.03% | New | 2,342 | $232K |
| Mosaic Financial Group, LLC | 0.16% | No change | 2,314 | $229K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.1% | 2,269 | $225K |
| Willner & Heller, LLC | 0.17% | Reduce -0.9% | 2,264 | $224K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -1.1% | 2,256 | $224K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,250 | $223K |
| Roman Butler Fullerton & Co. | 0.06% | No change | 2,200 | $223K |
| NavPoint Financial, Inc. | 0.12% | New | 2,241 | $222K |
| Traction Financial Partners, LLC | 0.14% | Add +0.5% | 2,235 | $222K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -65.0% | 2,233 | $221K |
| Commerce Bank | 0.00% | Reduce -10.6% | 2,215 | $220K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -18.3% | 2,214 | $219K |
| BIP Wealth, LLC | 0.01% | No change | 2,209 | $219K |
| Nalls Sherbakoff Group, LLC | 0.15% | No change | 2,200 | $218K |
| GenTrust, LLC | 0.01% | No change | 2,200 | $218K |
| MSH Capital Advisors LLC | 0.06% | No change | 2,179 | $216K |
| Capasso Planning Partners LLC | 0.13% | Reduce -20.1% | 2,178 | $216K |
| Randolph Co Inc | 0.02% | Reduce -14.1% | 2,175 | $216K |
| Saxony Capital Management, LLC | 0.14% | No change | 2,165 | $215K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -32.7% | 2,119 | $210K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 2,115 | $210K |
| Insigneo Advisory Services, LLC | 0.01% | New | 2,070 | $205K |
| Avaii Wealth Management, LLC | 0.08% | New | 2,061 | $204K |
| Wolff Financial Management LLC | 0.05% | Reduce -30.5% | 2,029 | $201K |
| Burt Wealth Advisors | 0.05% | New | 2,023 | $201K |
| Kraematon Investment Advisors, Inc. | 0.17% | New | 2,020 | $200K |
| Parallel Advisors, LLC | 0.00% | No change | 1,947 | $193K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -10.5% | 1,909 | $189K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,851 | $189K |
| BNP Paribas Financial Markets | 0.00% | Add +381.1% | 1,838 | $182K |
| Key Financial Inc | 0.03% | Reduce -22.9% | 1,729 | $174K |
| Rakuten Investment Management, Inc. | 0.00% | — | 1,612 | $159K |
| CoreCap Advisors, LLC | 0.01% | Reduce -38.8% | 1,551 | $154K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.6% | 1,492 | $148K |
| Pathway Financial Advisers, LLC | 0.04% | New | 1,425 | $141K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,214 | $120K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $119K |
| Crewe Advisors LLC | 0.01% | Reduce -2.3% | 1,182 | $117K |
| Simplex Trading, LLC | 0.00% | New | 1,189 | $117K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 1,135 | $112K |
| Millstone Evans Group, LLC | 0.07% | No change | 1,093 | $108K |
| First PREMIER Bank | 0.02% | No change | 1,065 | $106K |
| Scarborough Advisors, LLC | 0.02% | Add +6.3% | 1,043 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 1,042 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 1,001 | $100K |
| Deutsche Bank AG | 0.00% | Add +16.9% | 929 | $92K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $90K |
| EPG Wealth Management LLC | 0.02% | No change | 850 | $84K |
| Family Legacy Financial Solutions, LLC | 0.06% | No change | 838 | $83K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $83K |
| Founders Financial Alliance, LLC | 0.02% | New | 832 | $82K |
| Rise Advisors, LLC | 0.03% | No change | 758 | $75K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $74K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 714 | $71K |
| Independence Bank of Kentucky | 0.01% | New | 700 | $69K |
| Signaturefd, LLC | 0.00% | No change | 700 | $69K |
| Glassman Wealth Services | 0.01% | No change | 691 | $69K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $65K |
| Barclays PLC | 0.00% | No change | 606 | $60K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $59K |
| Maseco LLP | 0.00% | No change | 584 | $58K |
| Hantz Financial Services, Inc. | 0.00% | New | 576 | $57K |
| Collier Financial | 0.04% | — | 500 | $50K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -33.6% | 489 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 488 | $48K |
| Fairman Group, LLC | 0.04% | No change | 475 | $47K |
| Hartford Financial Management Inc. | 0.01% | Add +6.3% | 458 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 458 | $45K |
| Centerpoint Advisors, LLC | 0.01% | No change | 450 | $45K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $45K |
| Banque Transatlantique SA | 0.00% | No change | 447 | $44K |
| Vision Financial Markets LLC | 0.04% | No change | 429 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 422 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.5% | 398 | $40K |
| Addison Advisors LLC | 0.01% | No change | 405 | $40K |
| IAG Wealth Partners, LLC | 0.00% | Add +228.7% | 378 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 360 | $36K |
| Paladin Advisory Group, LLC | 0.03% | New | 347 | $34K |
| Pflug Koory, LLC | 0.01% | No change | 309 | $31K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $30K |
| Decker Retirement Planning Inc. | 0.02% | No change | 283 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.5% | 281 | $28K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 277 | $27K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $27K |
| TD Waterhouse Canada Inc. | 0.00% | New | 255 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 250 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 230 | $23K |
| Intelligent Financial Strategies | 0.01% | Reduce -31.0% | 223 | $22K |
| Tsfg, LLC | 0.00% | No change | 221 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $21K |
| Golden State Wealth Management, LLC | 0.00% | No change | 204 | $20K |
| Rossby Financial, LCC | 0.01% | No change | 198 | $20K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 200 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 200 | $20K |
| Hollencrest Capital Management | 0.00% | No change | 200 | $20K |
| Angeles Wealth Management, LLC | 0.00% | No change | 194 | $19K |
| Clearstead Trust, LLC | 0.00% | Reduce -37.5% | 188 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 188 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.2% | 184 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 168 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 165 | $16K |
| Sunbelt Securities, Inc. | 0.00% | New | 162 | $16K |
| Avion Wealth | 0.00% | No change | 167 | $16K |
| Van Eck Associates Corp. | 0.00% | Reduce -36.5% | 153 | $15K |
| Abich Financial Wealth Management LLC | 0.01% | — | 150 | $15K |
| Bessemer Group Inc. | 0.00% | Reduce -51.7% | 145 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 132 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $8K |
| MCF Advisors LLC | 0.00% | No change | 81 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -86.1% | 81 | $8K |
| Bfsg, LLC | 0.00% | Reduce -11.1% | 80 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $8K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 72 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -93.3% | 71 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -57.1% | 75 | $7K |
| Inlight Wealth Management, LLC | 0.00% | No change | 68 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -63.6% | 68 | $7K |
| SBI Securities Co., Ltd. | 0.00% | No change | 62 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 62 | $6K |
| Trust Co. of Vermont | 0.00% | New | 40 | $4K |
| New Millennium Group LLC | 0.00% | No change | 31 | $3K |
| Guerra Advisors Inc | 0.00% | New | 30 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 18 | $2K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 10 | $991 |
| SouthState Bank Corp | 0.00% | No change | 8 | $793 |
| Coastline Trust Co | 0.00% | No change | 6 | $595 |
| REAP Financial Group, LLC | 0.00% | No change | 5 | $496 |
| Alerus Financial NA | 0.00% | No change | 5 | $496 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -99.4% | 2 | $168 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.