Vaneck Morningstar Wide MoatMOATETF
13F holders, Q4 2025 (December 31)725holders +47
58new positions
47sold out
3famous investors
$103.31avg. 13F price*
At the end of Q4 2025, 725 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 47 from Q3 2025. 58 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($681.8M), Morgan Stanley ($664.3M) and Bank of America Corp. ($625.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $107.8M |
| Exits | 47 | $26.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,239,765 shares bought and 4,300,784 shares sold, net −1,061,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| LPL Financial LLC | 0.19% | Add +2.8% | 6,583,657 | $681.8M |
| Morgan Stanley | 0.04% | Reduce -3.0% | 6,414,541 | $664.3M |
| Bank of America Corp. | 0.05% | Reduce -3.8% | 6,043,398 | $625.9M |
| Raymond James Financial Inc. | 0.10% | Reduce -5.6% | 3,035,510 | $314.4M |
| Wells Fargo & Company | 0.05% | Reduce -1.3% | 2,292,420 | $237.4M |
| Boulay Financial Advisors, LLC | 25.97% | Add +0.6% | 2,132,699 | $220.9M |
| Mesirow Financial Investment Management, Inc. | 4.22% | Reduce -24.5% | 1,984,526 | $205.5M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -11.8% | 1,369,181 | $141.8M |
| Jones Financial Companies LLLP | 0.08% | Add +12.5% | 1,238,884 | $128.3M |
| Cetera Investment Advisers | 0.13% | Reduce -4.3% | 1,171,379 | $121.3M |
| Southern Farm Bureau Life Insurance | 11.85% | Add +31.1% | 1,107,967 | $114.7M |
| UBS Group AG | 0.02% | Add +13.5% | 1,106,486 | $114.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.9% | 931,507 | $96.5M |
| Provenance Wealth Advisors, LLC | 10.23% | Reduce -2.4% | 891,309 | $92.3M |
| First Foundation Advisors | 2.97% | Reduce -4.9% | 760,526 | $78.8M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 752,273 | $77.9M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -2.6% | 688,390 | $71.3M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -16.2% | 665,834 | $69.0M |
| Cwm, LLC | 0.18% | Reduce -5.2% | 646,558 | $67.0M |
| Sfmg, LLC | 4.45% | Add +1.5% | 640,814 | $66.4M |
| Verde Capital Management | 13.83% | Add +3.0% | 626,318 | $64.9M |
| United Capital Financial Advisors, LLC | 0.37% | New | 596,396 | $61.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -21.4% | 583,301 | $60.4M |
| HighTower Advisors, LLC | 0.07% | Reduce -4.2% | 578,478 | $59.9M |
| Kelman-Lazarov, Inc. | 8.22% | Add +0.9% | 556,020 | $57.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.3% | 516,693 | $53.5M |
| Apriem Advisors | 4.88% | Add +3.9% | 513,241 | $53.2M |
| Stifel Financial Corp. | 0.05% | Add +2.7% | 504,592 | $52.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.6% | 493,013 | $51.1M |
| Leelyn Smith, LLC | 7.36% | Add +0.6% | 491,426 | $50.9M |
| Financial Management Network Inc. | 7.92% | Reduce -0.5% | 483,727 | $50.1M |
| Regatta Capital Group, LLC | 7.44% | Add +3.1% | 475,656 | $49.3M |
| Harbor Group, Inc. | 7.32% | Add +5.3% | 471,886 | $48.9M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -8.6% | 466,619 | $48.3M |
| Cahill Financial Advisors Inc. | 5.21% | Add +26.9% | 565,557 | $47.7M |
| Ceera Investments, LLC | 17.38% | Reduce -7.2% | 434,412 | $45.0M |
| G2 Capital Management, LLC / Oh | 9.98% | Add +3.2% | 399,693 | $41.4M |
| Whitaker-Myers Wealth Managers, LTD. | 8.55% | Reduce -3.8% | 395,654 | $41.0M |
| Private Advisor Group, LLC | 0.19% | Reduce -0.6% | 395,325 | $40.9M |
| Summit Asset Management, LLC | 5.60% | Add +1.3% | 382,063 | $39.6M |
| Stephens Inc. | 0.48% | Add +0.5% | 375,398 | $38.9M |
| JNBA Financial Advisors | 3.39% | Reduce -2.1% | 374,604 | $38.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -9.6% | 355,411 | $37.8M |
| Ancora Advisors LLC | 0.76% | Add +13.8% | 355,168 | $36.8M |
| Cerity Partners LLC | 0.05% | Add +1.2% | 340,760 | $35.3M |
| Level Four Advisory Services, LLC | 1.00% | Add +0.3% | 296,122 | $30.7M |
| Richmond Investment Services, LLC | 5.30% | Reduce -0.7% | 295,973 | $30.7M |
| Planned Solutions, Inc. | 9.77% | Reduce -2.3% | 291,739 | $30.2M |
| Buttonwood Financial Advisors Inc. | 9.92% | Reduce -3.8% | 287,210 | $29.7M |
| Assetmark, Inc. | 0.06% | Reduce -1.1% | 279,505 | $28.9M |
| Brookstone Capital Management | 0.33% | Reduce -8.9% | 279,045 | $28.9M |
| Geneos Wealth Management Inc. | 0.66% | Reduce -11.4% | 261,638 | $27.1M |
| NewEdge Advisors, LLC | 0.10% | Reduce -0.3% | 257,497 | $26.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -8.6% | 256,000 | $26.5M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +1.6% | 254,843 | $26.4M |
| Virtus Wealth Solutions LLC | 4.96% | Reduce -3.7% | 252,532 | $26.2M |
| SHP Wealth Management | 2.00% | — | 247,698 | $25.7M |
| Activest Wealth Management | 4.56% | Add +2.7% | 235,643 | $24.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +63.6% | 230,044 | $23.8M |
| MML Investors Services, LLC | 0.06% | Add +8.2% | 218,967 | $22.7M |
| Beaumont Asset Management, L.L.C. | 11.11% | Reduce -2.1% | 214,645 | $22.2M |
| Creative Planning | 0.02% | Reduce -4.8% | 214,601 | $22.2M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +1.2% | 213,781 | $22.1M |
| Berkshire Money Management, Inc. | 2.10% | Add +2.3% | 212,614 | $22.0M |
| Summit Financial, LLC | 0.32% | Reduce -2.0% | 212,036 | $22.0M |
| Visionary Wealth Advisors | 0.99% | Reduce -6.8% | 211,896 | $21.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1.8% | 211,192 | $21.9M |
| Ethos Financial Group, LLC | 1.59% | Reduce -6.1% | 207,777 | $21.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 207,282 | $21.5M |
| Prospera Financial Services Inc | 0.35% | Reduce -1.9% | 203,493 | $21.1M |
| KRM Wealth Management L.L.C. | 11.36% | — | 200,093 | $20.7M |
| Harbour Trust & Investment Management Co | 2.07% | Reduce -0.4% | 195,593 | $20.3M |
| Etesian Wealth Advisors, Inc. | 6.21% | Add +1.1% | 191,301 | $19.8M |
| Altus Wealth Group LLC | 7.77% | Add +5.2% | 187,849 | $19.5M |
| Citigroup Inc. | 0.01% | Reduce -8.8% | 183,585 | $19.0M |
| New England Private Wealth Advisors LLC | 2.30% | Reduce -0.6% | 178,472 | $18.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +1829.3% | 178,305 | $18.5M |
| Graver Capital Management, LLC | 14.55% | Add +7.4% | 177,795 | $18.4M |
| Foguth Wealth Management, LLC. | 2.84% | — | 176,868 | $18.3M |
| James J. Burns & Company, LLC | 2.47% | Add +5.9% | 172,986 | $17.9M |
| HBW Advisory Services LLC | 1.92% | Add +7.1% | 170,926 | $17.7M |
| Mariner, LLC | 0.02% | Add +4.9% | 170,836 | $17.7M |
| MAI Capital Management | 0.10% | Reduce -2.0% | 165,522 | $17.1M |
| DAVENPORT & Co LLC | 0.09% | Reduce -3.2% | 164,189 | $17.0M |
| Obermeyer Wealth Partners | 0.76% | Reduce -1.0% | 160,193 | $16.6M |
| IFP Advisors, Inc | 0.37% | Reduce -5.1% | 160,022 | $16.6M |
| Tanager Wealth Management LLP | 1.65% | Reduce -21.8% | 159,781 | $16.5M |
| Pathstone Holdings, LLC | 0.06% | New | 158,888 | $16.5M |
| S.E.E.D. Planning Group LLC | 4.61% | Add +1.7% | 156,113 | $16.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -16.5% | 155,865 | $16.1M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -16.0% | 153,239 | $15.9M |
| Eubel Brady & Suttman Asset Management Inc. | 1.92% | Add +140.4% | 152,891 | $15.8M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.7% | 147,143 | $15.2M |
| Family Office Research LLC | 5.89% | Reduce -2.7% | 138,019 | $14.4M |
| Joseph Group Capital Management | 3.64% | Reduce -0.1% | 133,939 | $13.9M |
| Goldstone Financial Group, LLC | 1.55% | Add +4.4% | 133,918 | $13.9M |
| Independent Financial Group, LLC | 0.30% | Reduce -4.8% | 129,055 | $13.4M |
| Coastline Complete Wealth LLC | 8.38% | — | 128,435 | $13.3M |
| AlphaCore Capital LLC | 0.29% | Add +12.1% | 125,839 | $13.0M |
| Fermata Advisors, LLC | 3.11% | Add +2.5% | 125,070 | $13.0M |
| Unique Wealth Strategies, LLC | 5.08% | Reduce -4.8% | 124,935 | $12.9M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Add +0.1% | 124,895 | $12.9M |
| Oppenheimer & Co. Inc. | 0.18% | Add +1.6% | 124,047 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 123,838 | $12.8M |
| Napier Financial, LLC | 3.20% | — | 123,650 | $12.8M |
| Philip James Wealth Mangement, LLC | 1.48% | Add +1.3% | 119,634 | $12.4M |
| &partners | 0.06% | Add +3.4% | 117,088 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.8% | 114,332 | $11.8M |
| Employees' Retirement Fund of the City of Fort Worth | 5.01% | Reduce -9.1% | 108,074 | $11.2M |
| Novare Capital Management LLC | 0.83% | Add +0.4% | 106,560 | $11.0M |
| Farrow Financial, Inc. | 6.26% | Reduce -0.0% | 105,205 | $10.9M |
| Boyce & Associates Wealth Consulting, Inc. | 8.97% | Reduce -0.1% | 103,390 | $10.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +24.6% | 102,123 | $10.6M |
| Aspen Wealth Strategies, LLC | 5.64% | Reduce -39.0% | 99,571 | $10.3M |
| WealthPlan Investment Management, LLC | 0.64% | Reduce -4.0% | 96,964 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.1% | 94,525 | $9.8M |
| TPG Advisors LLC | 6.04% | Add +1.5% | 93,685 | $9.7M |
| 46 Peaks LLC | 7.11% | — | 93,587 | $9.7M |
| Focus Partners Wealth | 0.01% | Add +113.6% | 92,047 | $9.5M |
| Acorn Wealth Advisors, LLC | 2.77% | Reduce -6.9% | 89,674 | $9.3M |
| Ferguson Shapiro LLC | 2.83% | Add +25.4% | 88,831 | $9.2M |
| Pursue Wealth Partners LLC | 4.45% | Add +0.5% | 88,384 | $9.2M |
| FWG Holdings, LLC | 3.44% | Add +2.3% | 86,507 | $9.1M |
| NorthCrest Asset Manangement, LLC | 0.20% | Add +3.6% | 85,930 | $9.0M |
| EnRich Financial Partners LLC | 2.41% | Reduce -1.6% | 85,404 | $8.8M |
| MCF Advisors LLC | 0.49% | Add +105177.8% | 85,275 | $8.8M |
| Perigon Wealth Management, LLC | 0.16% | Add +3.1% | 84,598 | $8.8M |
| Howard Financial Services, LTD. | 1.02% | Reduce -0.3% | 84,591 | $8.8M |
| Magnolia Capital Advisors LLC | 1.84% | Add +60.6% | 84,481 | $8.7M |
| Marshall & Sterling Wealth Advisors Inc. | 5.69% | Reduce -4.8% | 83,173 | $8.6M |
| Onyx Bridge Wealth Group LLC | 0.91% | Reduce -2.2% | 82,973 | $8.6M |
| Beaumont Financial Advisors, LLC | 0.56% | Reduce -2.0% | 81,363 | $8.4M |
| Allworth Financial LP | 0.03% | Reduce -1.7% | 78,704 | $8.2M |
| Cabot Wealth Management Inc. | 0.89% | Add +8.2% | 78,104 | $8.1M |
| Morningstar Investment Management LLC | 0.48% | No change | 77,770 | $8.1M |
| Copley Financial Group, Inc. | 4.97% | Add +5.3% | 77,580 | $8.0M |
| Equitable Holdings, Inc. | 0.05% | Reduce -24.6% | 76,584 | $7.9M |
| Sigma Planning Corp | 0.22% | Reduce -21.8% | 76,397 | $7.9M |
| Elevation Capital Advisory, LLC | 3.22% | Add +403.6% | 76,162 | $7.9M |
| Darrow Company, Inc. | 3.46% | Reduce -2.1% | 74,419 | $7.7M |
| Eagle Strategies LLC | 0.96% | Add +1.6% | 72,789 | $7.5M |
| Paller Financial Services Inc | 6.00% | — | 72,275 | $7.5M |
| Boomfish Wealth Group, LLC | 4.00% | Reduce -6.8% | 72,191 | $7.5M |
| American National Bank of Texas | 7.11% | Reduce -0.8% | 71,471 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -3.4% | 70,582 | $7.3M |
| Roundview Capital LLC | 0.44% | Reduce -7.4% | 69,364 | $7.2M |
| Koss-Olinger Consulting, LLC | 0.55% | New | 68,990 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.6% | 67,559 | $7.0M |
| Guilbault Capital LLC | 7.71% | — | 66,482 | $6.9M |
| Boston Family Office LLC | 0.43% | Add +14.2% | 66,197 | $6.9M |
| Tme Financial, Inc. | 4.74% | Add +137.0% | 65,182 | $6.8M |
| Wimmer Associates 1, LLC | 3.12% | Add +1.7% | 64,768 | $6.7M |
| Mengis Capital Management, Inc. | 1.18% | Add +10.1% | 64,323 | $6.7M |
| Foundations Investment Advisors, LLC | 0.09% | Add +10.7% | 64,136 | $6.6M |
| Laurel Wealth Planning LLC | 3.68% | Add +2.7% | 64,078 | $6.6M |
| Tacita Capital Inc | 3.83% | Reduce -0.3% | 63,891 | $6.6M |
| TTP Investments, Inc. | 2.13% | Add +0.0% | 62,880 | $6.5M |
| Comerica Bank | 0.03% | Reduce -3.4% | 61,319 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -1.1% | 60,821 | $6.3M |
| Cornerstone Advisory, LLC | 0.59% | Reduce -3.9% | 59,329 | $6.1M |
| Allen Capital Group, LLC | 0.56% | Reduce -4.8% | 58,291 | $6.0M |
| Legacy Solutions, LLC | 5.29% | Reduce -5.3% | 58,122 | $6.0M |
| Argent Trust Co | 0.21% | Add +2.8% | 57,800 | $6.0M |
| Sunpointe, LLC | 1.97% | Add +10.0% | 57,442 | $5.9M |
| Midwest Financial Group LLC | 2.60% | Add +0.1% | 56,914 | $5.9M |
| Flputnam Investment Management Co. | 0.08% | Reduce -52.9% | 55,956 | $5.8M |
| Axxcess Wealth Management, LLC | 0.10% | Add +277.5% | 55,898 | $5.8M |
| Fortune Financial Advisors, LLC | 3.88% | Reduce -1.4% | 55,604 | $5.8M |
| Selby Wealth Management, LLC | 2.29% | — | 54,902 | $5.7M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -2.2% | 53,248 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -1.1% | 52,359 | $5.4M |
| Tranquility Partners, LLC | 1.94% | Reduce -4.0% | 52,005 | $5.4M |
| Ducere Wealth Management LLC | 2.07% | — | 51,648 | $5.3M |
| Modern Wealth Management, LLC | 0.10% | Reduce -0.1% | 51,508 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 49,600 | $5.1M |
| Lido Advisors, LLC | 0.02% | Add +3.2% | 51,034 | $5.1M |
| Capital Investment Advisory Services, LLC | 0.35% | Reduce -0.3% | 48,458 | $5.0M |
| Avalon Capital Management | 1.20% | Add +29.8% | 48,374 | $5.0M |
| Betterment LLC | 0.01% | Add +20.1% | 47,991 | $5.0M |
| Farrell Financial LLC | 2.92% | Reduce -0.7% | 47,757 | $4.9M |
| Smith, Moore & Co. | 0.37% | Reduce -13.8% | 47,273 | $4.9M |
| Sterling Investment Advisors, Ltd. | 0.90% | Reduce -1.9% | 47,149 | $4.9M |
| Flagstar Securities, Inc. | 1.63% | Reduce -2.9% | 46,996 | $4.9M |
| Roberts Glore & Co. Inc. | 1.26% | Add +0.9% | 45,521 | $4.7M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.4% | 45,275 | $4.7M |
| FMR LLC | 0.00% | Add +6.5% | 45,260 | $4.7M |
| Tompkins Financial Corp. | 0.36% | Reduce -1.7% | 45,228 | $4.7M |
| Rehmann Capital Advisory Group | 0.24% | Reduce -2.7% | 44,906 | $4.7M |
| PSI Advisors, LLC | 1.16% | Add +1.0% | 44,599 | $4.6M |
| Patton Albertson Miller Group, LLC | 0.54% | Reduce -12.5% | 44,587 | $4.6M |
| Victory Financial Group, LLC | 0.58% | Reduce -52.4% | 44,278 | $4.6M |
| Goepper Burkhardt LLC | 1.49% | Reduce -2.5% | 44,154 | $4.6M |
| StoneX Group Inc. | 0.20% | Add +7.6% | 43,391 | $4.5M |
| Stonebridge Financial Planning Group, LLC | 1.60% | Reduce -0.8% | 42,667 | $4.4M |
| Western Wealth Management, LLC | 0.20% | Reduce -2.8% | 42,648 | $4.4M |
| Centaurus Financial, Inc. | 0.20% | Reduce -5.0% | 42,366 | $4.4M |
| Integrated Advisors Network LLC | 0.19% | Reduce -5.1% | 42,359 | $4.4M |
| AQR Capital Management | 0.00% | Add +19.3% | 42,308 | $4.4M |
| Darwin Wealth Management, LLC | 1.36% | Add +9.6% | 42,175 | $4.4M |
| WealthPLAN Partners, LLC | 0.65% | Reduce -5.3% | 42,028 | $4.4M |
| Financial Partners Group, Inc | 0.50% | Reduce -16.4% | 41,115 | $4.3M |
| Paragon Advisors, LLC | 1.17% | Reduce -12.2% | 41,433 | $4.3M |
| William John Sempolinski | 2.09% | — | 41,094 | $4.3M |
| Kintra Wealth, LLC | 0.59% | New | 41,048 | $4.3M |
| Ayalon Insurance Comp Ltd. | 1.02% | Add +0.8% | 40,584 | $4.2M |
| Principal Securities, Inc. | 0.06% | Reduce -2.7% | 40,476 | $4.2M |
| Opal Wealth Advisors, LLC | 1.09% | Reduce -1.4% | 40,237 | $4.2M |
| Capital Developers, LLC | 3.64% | — | 39,227 | $4.1M |
| Atlas Wealth LLC | 1.59% | Add +24.0% | 38,593 | $4.0M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -7.9% | 37,727 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 36,443 | $3.8M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -21.3% | 36,063 | $3.7M |
| Mawer Investment Management Ltd. | 0.02% | New | 36,020 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -2.3% | 35,440 | $3.7M |
| RDA Financial Network | 0.88% | Add +1.5% | 35,284 | $3.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -1.8% | 35,113 | $3.6M |
| Lunt Capital Management, Inc. | 1.36% | Reduce -20.5% | 35,077 | $3.6M |
| Burns Matteson Capital Management, LLC | 1.46% | Reduce -10.4% | 35,039 | $3.6M |
| IRON Financial LLC | 1.61% | Reduce -2.5% | 33,746 | $3.5M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -5.8% | 33,434 | $3.5M |
| Trajan Wealth LLC | 0.14% | Reduce -6.0% | 33,433 | $3.5M |
| Blair William & Co. | 0.01% | Reduce -6.1% | 33,378 | $3.5M |
| XTX Topco Ltd | 0.09% | Add +1074.1% | 33,133 | $3.4M |
| YHB Investment Advisors, Inc. | 0.23% | Reduce -27.8% | 32,383 | $3.4M |
| VestGen Advisors, LLC | 0.14% | Reduce -50.1% | 31,927 | $3.3M |
| Tactive Advisors, LLC | 0.96% | Reduce -0.8% | 31,774 | $3.3M |
| Jacksonville Wealth Management, LLC | 2.32% | Add +2.0% | 31,699 | $3.3M |
| Panoramic Investment Advisors, LLC | 1.78% | Reduce -3.5% | 31,552 | $3.3M |
| Stonebridge Financial Group, LLC / MO | 2.79% | — | 31,131 | $3.2M |
| Collaborative Wealth Managment Inc. | 1.13% | Reduce -5.9% | 30,841 | $3.2M |
| XML Financial, LLC | 0.26% | Reduce -39.3% | 30,696 | $3.2M |
| Cutler Capital Management, LLC | 1.17% | Add +9.2% | 30,598 | $3.2M |
| Compound Planning, Inc. | 0.09% | Add +2.3% | 29,652 | $3.1M |
| Lionsbridge Wealth Management LLC | 3.08% | Add +3.2% | 29,410 | $3.0M |
| Turning Point Benefit Group, Inc. | 1.58% | Add +27.9% | 29,293 | $3.0M |
| Harbour Investments, Inc. | 0.06% | Add +17.4% | 29,219 | $3.0M |
| BXM Wealth LLC | 2.33% | Add +278.5% | 99,078 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Add +1.5% | 28,992 | $3.0M |
| Westshore Wealth, LLC | 0.98% | Reduce -14.6% | 28,562 | $3.0M |
| Vantage Point Financial LLC | 1.06% | Reduce -3.5% | 28,502 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.0% | 28,224 | $2.9M |
| Asset One Wealth Management LLC | 0.40% | — | 27,618 | $2.9M |
| Creekside Partners | 1.20% | Reduce -4.7% | 27,525 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -24.7% | 27,410 | $2.8M |
| Plotkin Financial Advisors, LLC | 1.38% | Reduce -75.4% | 27,377 | $2.8M |
| Cookson Peirce & Co. Inc. | 0.12% | Add +0.9% | 27,103 | $2.8M |
| BCS Wealth Management | 0.28% | Add +71.5% | 26,537 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +22.9% | 26,084 | $2.7M |
| L & S Advisors Inc | 0.27% | Reduce -0.1% | 25,986 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +5.5% | 25,719 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 25,678 | $2.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.92% | Add +6.5% | 25,390 | $2.6M |
| Cross Staff Investments Inc | 1.44% | Add +0.1% | 25,230 | $2.6M |
| Triumph Capital Management | 0.56% | Reduce -2.5% | 25,055 | $2.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.5% | 24,953 | $2.6M |
| Barings LLC | 0.05% | No change | 24,935 | $2.6M |
| Moneco Advisors, LLC | 0.20% | Add +92.7% | 24,670 | $2.6M |
| Compass Advisory Group LLC | 0.69% | Add +1.4% | 24,582 | $2.5M |
| Savvy Advisors, Inc. | 0.08% | Add +500.5% | 24,310 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -19.4% | 24,246 | $2.5M |
| HHM Wealth Advisors, LLC | 0.28% | No change | 22,981 | $2.4M |
| First Financial Group Corp | 2.02% | Reduce -5.8% | 22,918 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -7.4% | 22,861 | $2.4M |
| Westview Management dba Westview Investment Advisors | 1.13% | — | 22,827 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -14.5% | 22,697 | $2.4M |
| Element Squared LLC | 1.27% | Add +59.2% | 22,612 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.68% | Reduce -4.3% | 22,508 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.1% | 22,059 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Reduce -5.5% | 21,927 | $2.3M |
| XY Planning Network, Inc. | 0.39% | Reduce -37.6% | 21,650 | $2.2M |
| Able Wealth Management LLC | 0.71% | Add +3.8% | 21,589 | $2.2M |
| Wealth Enhancement Trust Services, Inc. | 0.28% | — | 21,492 | $2.2M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +1.2% | 21,447 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +17.5% | 21,371 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 21,197 | $2.2M |
| Realta Investment Advisors | 0.72% | Reduce -5.8% | 21,090 | $2.2M |
| Inspire Advisors, LLC | 0.20% | Reduce -2.9% | 20,967 | $2.2M |
| Hilltop Holdings Inc. | 0.13% | Add +1.5% | 20,873 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -20.8% | 20,798 | $2.2M |
| Provident Wealth Management, LLC | 0.63% | Reduce -11.3% | 20,419 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +3.5% | 20,208 | $2.1M |
| Fca Corp. | 0.59% | Reduce -4.5% | 20,142 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 20,081 | $2.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.62% | Reduce -0.1% | 19,775 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.5% | 19,750 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 19,634 | $2.0M |
| Cascade Financial Partners, LLC | 0.21% | Reduce -13.0% | 19,535 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -8.2% | 19,458 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -2.3% | 18,807 | $1.9M |
| Liberty One Investment Management, LLC | 0.24% | Reduce -31.9% | 18,498 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -1.5% | 18,178 | $1.9M |
| Long Island Wealth Management, Inc. | 0.87% | Add +1.1% | 17,765 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Add +0.9% | 17,494 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -7.8% | 17,257 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -0.6% | 17,014 | $1.8M |
| World Investment Advisors | 0.03% | Add +1.3% | 16,868 | $1.7M |
| Schorn Wealth LLC | 0.52% | Reduce -5.6% | 16,680 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +15.2% | 16,550 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.26% | Reduce -7.9% | 16,360 | $1.7M |
| Sierra Ocean, LLC | 1.40% | Reduce -2.1% | 16,323 | $1.7M |
| RCW Management, LLC | 1.70% | — | 16,218 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.1% | 15,595 | $1.7M |
| Garden State Investment Advisory Services LLC | 0.40% | Reduce -41.3% | 16,061 | $1.7M |
| Rollins Financial Advisors, LLC | 0.24% | Reduce -3.3% | 16,055 | $1.7M |
| Advyzon Investment Management, LLC | 0.19% | Add +27.4% | 15,931 | $1.6M |
| Wolff Wiese Magana LLC | 0.90% | Add +1.8% | 15,857 | $1.6M |
| Berger Financial Group, Inc | 0.09% | Reduce -8.3% | 15,719 | $1.6M |
| Endowment Wealth Management, Inc. | 0.74% | Reduce -58.0% | 15,572 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Reduce -5.9% | 15,370 | $1.6M |
| Dumont & Blake Investment Advisors LLC | 0.38% | Add +6.6% | 15,318 | $1.6M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -0.4% | 15,140 | $1.6M |
| M3 Advisory Group, LLC | 0.95% | Add +3.6% | 15,039 | $1.6M |
| MADDEN SECURITIES Corp | 0.47% | No change | 15,000 | $1.6M |
| Peck Wealth Management, LLC | 1.43% | Reduce -12.1% | 14,644 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -5.6% | 14,368 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +26.1% | 14,285 | $1.5M |
| PKS Advisory Services, LLC | 0.34% | Reduce -1.3% | 14,263 | $1.5M |
| Winebrenner Capital Management LLC | 0.98% | Reduce -2.8% | 14,218 | $1.5M |
| Arq Wealth Advisors, LLC | 0.40% | Add +10.6% | 14,162 | $1.5M |
| Defined Wealth Management, LLC | 0.83% | Add +0.0% | 13,924 | $1.4M |
| Essex Financial Services, Inc. | 0.08% | Reduce -38.4% | 13,751 | $1.4M |
| Rhodes Investment Advisors Inc. | 1.14% | — | 13,642 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 13,579 | $1.4M |
| Rik Saylor Financial, Inc. | 1.03% | Reduce -8.1% | 13,577 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.6% | 13,556 | $1.4M |
| HighPoint Advisor Group LLC | 0.03% | New | 13,550 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +13.1% | 13,525 | $1.4M |
| Pioneer Family Office, LLC | 0.94% | — | 13,475 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 13,323 | $1.4M |
| Rothschild Wealth LLC | 0.13% | Reduce -1.3% | 13,244 | $1.4M |
| Uptick Partners, LLC | 0.29% | Reduce -1.1% | 12,947 | $1.3M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -5.4% | 12,796 | $1.3M |
| Wbi Investments, LLC | 0.34% | Add +15.6% | 12,766 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,362 | $1.3M |
| Mendel Money Management | 0.55% | Reduce -2.2% | 12,635 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -9.7% | 12,418 | $1.3M |
| Crux Wealth Advisors | 0.48% | Reduce -37.2% | 12,366 | $1.3M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -92.6% | 12,358 | $1.3M |
| SouthState Bank Corp | 0.06% | Add +153862.5% | 12,317 | $1.3M |
| Marshall Financial Group, LLC | 0.24% | Reduce -14.7% | 12,146 | $1.3M |
| PFG Investments, LLC | 0.06% | Add +4.5% | 12,018 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +10.6% | 11,995 | $1.2M |
| Balance Wealth Partners LLC | 0.39% | Add +102.7% | 11,830 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.5% | 27,806 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -6.3% | 11,734 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -1.7% | 11,718 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.38% | Add +10.6% | 11,620 | $1.2M |
| Soundwatch Capital LLC | 0.19% | Reduce -1.9% | 11,615 | $1.2M |
| Cornerstone Financial Group, LLC | 0.83% | Reduce -3.9% | 11,544 | $1.2M |
| Peak Financial Advisors LLC | 0.53% | No change | 11,427 | $1.2M |
| AlphaStar Capital Management, LLC | 0.09% | Add +6.9% | 11,396 | $1.2M |
| John W. Brooker & Co., CPAs | 2.11% | Reduce -4.5% | 11,377 | $1.2M |
| SK Wealth Management, LLC | 0.33% | Reduce -92.2% | 11,156 | $1.2M |
| Warner Financial, Inc. | 0.41% | Add +1.2% | 11,305 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -16.7% | 11,277 | $1.2M |
| Echo45 Advisors LLC | 0.67% | New | 11,276 | $1.2M |
| Heck Capital Advisors, LLC | 0.09% | No change | 11,189 | $1.2M |
| Bawa N Mallick Trust | 0.42% | No change | 11,000 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.32% | Reduce -48.8% | 10,728 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +27.8% | 10,708 | $1.1M |
| Whipplewood Advisors, LLC | 0.71% | Reduce -1.3% | 10,672 | $1.1M |
| Keystone Financial Group | 0.08% | Reduce -0.3% | 10,638 | $1.1M |
| Principle Wealth Partners LLC | 0.06% | Add +0.7% | 10,363 | $1.1M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -0.5% | 10,277 | $1.1M |
| Trademark Financial Management, LLC | 0.58% | Reduce -3.7% | 10,216 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -2.5% | 10,102 | $1.0M |
| Strategic Investment Solutions, Inc. | 0.25% | Add +0.1% | 9,980 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.22% | Add +0.3% | 9,984 | $1.0M |
| KPP Advisory Services LLC | 0.15% | Reduce -4.5% | 9,890 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.14% | — | 9,780 | $1.0M |
| Root Financial Partners, LLC | 0.05% | Reduce -0.0% | 9,647 | $999K |
| HB Wealth Management, LLC | 0.01% | Reduce -19.5% | 9,427 | $976K |
| PCG Wealth Advisors, LLC | 0.27% | Reduce -1.0% | 9,366 | $970K |
| Calton & Associates, Inc. | 0.14% | Reduce -2.5% | 9,233 | $956K |
| Phraction Management LLC | 0.27% | No change | 9,095 | $942K |
| Smart Money Group LLC | 0.27% | Reduce -6.1% | 8,991 | $931K |
| Barclays PLC | 0.00% | Add +1369.6% | 8,906 | $922K |
| Kaydan Wealth Management, Inc. | 0.26% | No change | 8,808 | $912K |
| Ritter Daniher Financial Advisory LLC / DE | 0.15% | Reduce -10.9% | 8,696 | $901K |
| 1620 Investment Advisors, Inc. | 0.60% | Add +2.3% | 8,686 | $900K |
| MGB Wealth Management, LLC | 0.26% | Add +0.7% | 8,667 | $898K |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -18.7% | 8,656 | $896K |
| Meitav Investment House Ltd. | 0.01% | No change | 8,742 | $895K |
| Anchor Investment Management, LLC | 0.07% | Add +0.5% | 8,369 | $867K |
| Ascension Capital Advisors, Inc. | 0.30% | Reduce -18.0% | 8,362 | $866K |
| Byrne Financial Freedom, LLC | 0.40% | Reduce -17.2% | 8,327 | $862K |
| First Community Trust NA | 0.64% | No change | 8,242 | $854K |
| Walled Lake Planning & Wealth Management, LLC | 0.27% | Reduce -2.7% | 8,154 | $844K |
| Swmg, LLC | 0.23% | Add +1.3% | 7,926 | $836K |
| COFG Advisors, LLC | 0.21% | — | 8,040 | $833K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +0.6% | 8,002 | $829K |
| Maridea Wealth Management LLC | 0.12% | Reduce -11.8% | 7,915 | $820K |
| Oliver Luxxe Assets LLC | 0.12% | Reduce -6.2% | 7,830 | $811K |
| Endeavor Private Wealth, Inc. | 0.23% | Add +12.3% | 7,786 | $806K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.8% | 7,747 | $802K |
| Samalin Investment Counsel, LLC | 0.29% | Add +2.6% | 7,742 | $802K |
| Sovran Advisors, LLC | 0.07% | Reduce -6.9% | 7,419 | $799K |
| Sax Wealth Advisors, LLC | 0.04% | Add +0.3% | 7,661 | $793K |
| ATX Financial Planning, LLC | 0.60% | — | 7,576 | $785K |
| Valued Retirements, Inc. | 0.76% | Reduce -1.8% | 7,527 | $779K |
| Larson Financial Group LLC | 0.03% | Reduce -10.5% | 7,482 | $775K |
| Kovack Advisors, Inc. | 0.04% | Add +40.8% | 7,475 | $774K |
| Kingsview Wealth Management, LLC | 0.01% | Add +42.9% | 7,455 | $772K |
| United Advisor Group, LLC | 0.10% | Add +0.0% | 7,440 | $770K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -35.6% | 7,431 | $770K |
| Lavelle Capital LP | 0.48% | — | 7,295 | $755K |
| Waldron Private Wealth LLC | 0.03% | New | 7,230 | $749K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.9% | 7,226 | $748K |
| US Bancorp \de | 0.00% | Add +1.6% | 7,055 | $731K |
| Beckerman Institutional, LLC | 0.41% | No change | 7,019 | $727K |
| Western Pacific Wealth Management, LP | 0.70% | Add +1.7% | 6,983 | $723K |
| Van Den Berg Management I, Inc. | 0.16% | Add +1.0% | 6,906 | $715K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -4.8% | 6,738 | $698K |
| Engineers Gate Manager LP | 0.01% | New | 6,696 | $693K |
| Indivisible Partners | 0.07% | — | 6,602 | $684K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 6,601 | $684K |
| Autumn Glory Partners, LLC | 0.24% | Reduce -1.7% | 6,540 | $677K |
| Moors & Cabot, Inc. | 0.03% | Add +0.1% | 6,513 | $674K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -60.2% | 6,491 | $672K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +8.8% | 6,383 | $661K |
| ProVise Management Group, LLC | 0.05% | Reduce -3.0% | 6,381 | $661K |
| Patten Group, Inc. | 0.12% | Reduce -18.2% | 6,372 | $660K |
| Integrity Alliance, Llc. | 0.02% | Add +9.4% | 6,310 | $653K |
| Merit Financial Group, LLC | 0.01% | Add +15.0% | 6,309 | $653K |
| TFR Capital, LLC. | 0.22% | Reduce -3.9% | 6,304 | $653K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +1.2% | 6,251 | $647K |
| OakTrust Wealth Advisors, LLC | 0.59% | — | 6,210 | $643K |
| Private Trust Co. NA | 0.06% | Add +7.2% | 6,107 | $632K |
| Kraft, Davis & Associates, LLC | 0.14% | Reduce -76.0% | 5,910 | $631K |
| Quad-Cities Investment Group, LLC | 0.26% | Reduce -1.1% | 6,094 | $631K |
| Resurgent Financial Advisors LLC | 0.31% | Reduce -0.5% | 6,030 | $625K |
| Keybank National Association | 0.00% | No change | 5,980 | $619K |
| Guardian Capital, LLC | 0.55% | — | 5,967 | $618K |
| Cresset Asset Management, LLC | 0.00% | Add +36.3% | 5,823 | $603K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Add +58.5% | 5,631 | $597K |
| 360 Financial, Inc. | 0.18% | Reduce -1.4% | 5,763 | $597K |
| GPS Wealth Strategies Group, LLC | 0.50% | Reduce -79.9% | 5,703 | $591K |
| Legacy Private Trust Co. | 0.03% | Reduce -9.8% | 5,685 | $589K |
| Dorato Capital Management | 0.44% | — | 5,468 | $587K |
| Wilkerson Advisory Group LLC | 0.21% | — | 5,663 | $586K |
| Merkkuri Wealth Advisors LLC | 0.40% | Reduce -32.9% | 5,630 | $583K |
| Bank of Montreal | 0.00% | Add +12.0% | 5,625 | $583K |
| IMG Wealth Management, Inc. | 0.36% | Reduce -40.7% | 5,520 | $572K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $571K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,453 | $565K |
| Dash Acquisitions Inc. | 0.12% | No change | 5,329 | $562K |
| Arkadios Wealth Advisors | 0.01% | Add +21.9% | 5,418 | $561K |
| Beck Capital Management, LLC | 0.13% | Reduce -10.8% | 5,384 | $558K |
| Anson Capital, Inc. | 0.40% | Reduce -1.1% | 5,345 | $554K |
| Glassy Mountain Advisors, Inc. | 0.17% | Reduce -26.0% | 5,323 | $551K |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 5,245 | $543K |
| Blossom Wealth Management | 0.89% | Reduce -1.4% | 5,216 | $540K |
| Asset Dedication, LLC | 0.04% | No change | 5,192 | $538K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.6% | 5,162 | $535K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 5,118 | $530K |
| Southland Equity Partners LLC | 0.10% | Reduce -1.9% | 5,093 | $527K |
| Oak Barrel Wealth Advisory LLC | 0.31% | — | 5,043 | $522K |
| Smith Thornton Advisors LLC | 0.26% | Add +0.0% | 4,968 | $514K |
| QSV Equity Investors LLC | 0.76% | No change | 4,950 | $513K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -10.7% | 4,933 | $511K |
| PFG Advisors | 0.02% | Reduce -2.0% | 4,894 | $507K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +1.7% | 4,800 | $507K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -8.8% | 4,830 | $500K |
| Stirlingshire Investments, Inc. | 0.44% | — | 4,827 | $500K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -6.2% | 4,821 | $499K |
| CFO4Life Group, LLC | 0.07% | Add +0.6% | 4,714 | $488K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -25.6% | 4,707 | $487K |
| Fortis Capital Management LLC | 0.06% | New | 4,666 | $483K |
| RFG Advisory, LLC | 0.01% | Reduce -14.0% | 4,615 | $478K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.1% | 4,555 | $472K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -3.7% | 4,527 | $469K |
| WealthBridge Capital Management, LLC | 0.11% | Add +0.4% | 4,514 | $467K |
| Welch & Forbes LLC | 0.01% | No change | 4,506 | $467K |
| Whelan Financial | 0.14% | Add +62.0% | 4,474 | $463K |
| Family Capital Management, Inc. | 0.20% | No change | 4,451 | $461K |
| Atlas Brown,Inc. | 0.14% | Add +0.6% | 4,431 | $459K |
| Landaas & Co. /Wi | 0.10% | Reduce -0.4% | 4,400 | $456K |
| FSC Wealth Advisors, LLC | 0.74% | Reduce -38.1% | 4,395 | $455K |
| Intrua Financial, LLC | 0.05% | Add +0.4% | 4,384 | $454K |
| W1M Asset Management Ltd | 0.00% | New | 4,371 | $453K |
| AE Wealth Management LLC | 0.00% | Reduce -10.6% | 4,150 | $430K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 4,111 | $426K |
| Trilogy Capital Inc. | 0.02% | Reduce -16.3% | 4,108 | $425K |
| Millennium Management | 0.00% | New | 4,104 | $425K |
| Johnson Investment Counsel Inc. | 0.00% | Add +15.9% | 4,085 | $423K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,064 | $421K |
| Stiles Financial Services Inc | 0.13% | No change | 4,060 | $420K |
| Accelerate Investment Advisors LLC | 0.28% | Add +0.2% | 4,046 | $419K |
| IPG Investment Advisors LLC | 0.07% | No change | 3,986 | $413K |
| Willow Financial LLC | 0.42% | — | 3,985 | $413K |
| Claro Advisors Inc. | 0.06% | New | 3,941 | $408K |
| Winter & Associates, Inc. | 0.37% | — | 3,905 | $404K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -18.8% | 3,835 | $397K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +19.4% | 3,803 | $394K |
| True North Advisors, LLC | 0.05% | New | 3,777 | $391K |
| Advisory Services Network, LLC | 0.01% | Add +16.5% | 3,763 | $390K |
| First Trust Advisors LP | 0.00% | Reduce -8.7% | 3,751 | $388K |
| Lanark Financial, Inc. | 0.03% | Reduce -22.4% | 3,684 | $382K |
| Choreo, LLC | 0.00% | Reduce -35.3% | 3,619 | $377K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $376K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -33.3% | 3,627 | $376K |
| Auxano Advisors, LLC | 0.07% | Add +23.6% | 3,614 | $374K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.4% | 3,597 | $372K |
| NFSG Corp | 0.06% | Reduce -76.1% | 3,555 | $368K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -3.8% | 3,518 | $364K |
| NewEdge Wealth, LLC | 0.00% | New | 3,474 | $360K |
| Simplicity Wealth,LLC | 0.02% | Add +4.0% | 3,458 | $358K |
| Aventura Private Wealth, LLC | 0.13% | No change | 3,426 | $355K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 3,409 | $353K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -1.5% | 3,404 | $353K |
| Retireful, LLC | 0.44% | Reduce -75.8% | 3,377 | $350K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -0.2% | 3,366 | $349K |
| Fairscale Capital, LLC | 0.23% | Reduce -6.7% | 3,343 | $346K |
| Quartz Partners, LLC | 0.13% | Add +11.5% | 3,326 | $344K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $343K |
| New Insight Wealth Advisors | 0.12% | Reduce -6.2% | 3,310 | $343K |
| Mosaic Financial Group, LLC | 0.23% | Add +42.9% | 3,307 | $342K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 3,279 | $340K |
| Westend Capital Management, LLC | 0.10% | No change | 3,277 | $339K |
| Spire Wealth Management | 0.01% | Reduce -1.9% | 3,272 | $339K |
| Madden Advisory Services, Inc. | 0.13% | Reduce -0.5% | 3,211 | $333K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -5.4% | 3,104 | $332K |
| NavPoint Financial, Inc. | 0.14% | Add +41.1% | 3,163 | $328K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.1% | 3,157 | $327K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -0.0% | 3,050 | $327K |
| One Capital Management, LLC | 0.01% | Add +16.9% | 3,143 | $325K |
| Mission Wealth Management, LP | 0.01% | New | 3,119 | $323K |
| Bay Capital Advisors, LLC | 0.20% | Add +0.3% | 3,115 | $323K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.2% | 3,114 | $322K |
| TSG Advice Partners, LLC | 0.05% | — | 3,105 | $322K |
| Barnett & Company, Inc. | 0.25% | Reduce -1.9% | 3,051 | $316K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $314K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 3,029 | $314K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,001 | $311K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +1.2% | 2,949 | $305K |
| TD Capital Management LLC | 0.03% | Add +0.6% | 2,909 | $301K |
| Brown Brothers Harriman & Co. | 0.00% | Add +94.6% | 2,904 | $301K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -60.8% | 2,863 | $297K |
| Piedmont Capital Management, LLC | 0.15% | No change | 2,820 | $292K |
| Red Mountain Financial, LLC | 0.29% | Reduce -0.6% | 2,815 | $292K |
| Clarus Group, Inc. | 0.10% | No change | 2,814 | $291K |
| Titleist Asset Management, LLC | 0.02% | New | 2,808 | $291K |
| Tritonpoint Wealth, LLC | 0.03% | Add +5.4% | 2,803 | $290K |
| CapWealth Advisors, LLC | 0.03% | Add +0.0% | 2,786 | $288K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.7% | 2,782 | $288K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -8.1% | 2,775 | $288K |
| Arax Advisory Partners | 0.01% | New | 2,768 | $287K |
| Elmwood Wealth Management, Inc. | 0.09% | New | 2,763 | $286K |
| Drive Wealth Management, LLC | 0.06% | Reduce -9.9% | 2,739 | $284K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -98.8% | 2,738 | $284K |
| Future Financial Wealth Managment LLC | 0.19% | Reduce -7.6% | 2,679 | $283K |
| BlackRock, Inc. | 0.00% | No change | 2,704 | $280K |
| Roble, Belko & Company, Inc | 0.04% | New | 2,700 | $280K |
| Culbertson A N & Co. Inc. | 0.04% | No change | 2,701 | $280K |
| Old National Bancorp | 0.00% | Add +9.1% | 2,698 | $279K |
| Pathfinder Wealth Consulting, Inc. | 0.18% | — | 2,695 | $279K |
| Carnegie Investment Counsel | 0.01% | Add +0.4% | 2,663 | $276K |
| GatePass Capital, LLC | 0.14% | No change | 2,648 | $274K |
| First American Trust, FSB | 0.02% | Reduce -2.7% | 2,645 | $274K |
| Sowell Financial Services LLC | 0.01% | Add +1.9% | 2,638 | $273K |
| Davis R M Inc. | 0.00% | No change | 2,620 | $271K |
| Pure Financial Advisors, LLC | 0.00% | No change | 2,593 | $269K |
| Sensible Money, LLC | 0.09% | No change | 2,589 | $268K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -7.2% | 2,554 | $264K |
| Segment Wealth Management, LLC | 0.02% | New | 2,522 | $261K |
| Waddell & Associates, LLC | 0.02% | No change | 2,493 | $258K |
| Bell Bank | 0.01% | No change | 2,491 | $258K |
| Lifeworks Advisors, LLC | 0.03% | Add +8.8% | 2,455 | $254K |
| Ketron Financial | 0.08% | — | 2,452 | $254K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.3% | 2,437 | $252K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,435 | $252K |
| American Financial Advisors, LLC | 0.03% | Add +3.3% | 2,431 | $252K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Reduce -0.8% | 2,426 | $251K |
| Navis Wealth Advisors, LLC | 0.11% | New | 2,414 | $250K |
| Facet Wealth, Inc. | 0.00% | New | 2,350 | $249K |
| Stillwater Wealth Management Group | 0.17% | Reduce -3.6% | 2,395 | $248K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -84.9% | 2,373 | $248K |
| Savant Capital, LLC | 0.00% | Reduce -0.8% | 2,372 | $246K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $245K |
| Tiaa Trust, National Association | 0.00% | Reduce -12.8% | 2,362 | $245K |
| Debussy Capital Management LP | 0.03% | Reduce -28.8% | 2,360 | $244K |
| Roman Butler Fullerton & Co. | 0.06% | Add +3.2% | 2,271 | $244K |
| First International Bank of Israel Ltd. | 0.12% | Reduce -7.4% | 2,332 | $242K |
| Belpointe Asset Management LLC | 0.01% | New | 2,312 | $239K |
| Willner & Heller, LLC | 0.17% | Add +1.3% | 2,293 | $237K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,250 | $233K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,233 | $231K |
| Parallel Advisors, LLC | 0.00% | Add +14.2% | 2,224 | $230K |
| Traction Financial Partners, LLC | 0.14% | Reduce -0.5% | 2,223 | $230K |
| Commerce Bank | 0.00% | No change | 2,215 | $229K |
| Gateway Wealth Partners, LLC | 0.03% | No change | 2,214 | $229K |
| BIP Wealth, LLC | 0.01% | No change | 2,209 | $229K |
| MSH Capital Advisors LLC | 0.05% | Add +1.1% | 2,204 | $228K |
| Saxony Capital Management, LLC | 0.14% | Add +1.7% | 2,202 | $228K |
| Nalls Sherbakoff Group, LLC | 0.16% | No change | 2,200 | $228K |
| Proficio Capital Partners LLC | 0.02% | New | 2,200 | $228K |
| GenTrust, LLC | 0.01% | No change | 2,200 | $228K |
| Randolph Co Inc | 0.02% | Add +0.6% | 2,189 | $227K |
| Sonoma Allocations LLC | 0.07% | New | 2,150 | $226K |
| Smith Partners Wealth Management, LLC | 0.21% | — | 2,159 | $224K |
| National Wealth Management Group, LLC | 0.08% | New | 2,157 | $223K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -9.6% | 2,121 | $219K |
| Sei Investments Co. | 0.00% | New | 2,105 | $218K |
| Alchemi Wealth, LLC | 0.12% | — | 2,100 | $217K |
| Avaii Wealth Management, LLC | 0.08% | Add +0.2% | 2,066 | $214K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,051 | $212K |
| ProCore Advisors, LLC | 0.22% | — | 2,045 | $212K |
| Lynx Investment Advisory | 0.12% | New | 2,043 | $212K |
| Landmark Wealth Management, LLC | 0.08% | New | 2,039 | $211K |
| Wolff Financial Management LLC | 0.05% | No change | 2,029 | $210K |
| Kraematon Investment Advisors, Inc. | 0.17% | Add +0.4% | 2,028 | $210K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -5.4% | 2,005 | $208K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,991 | $206K |
| Benjamin Edwards Inc. | 0.00% | New | 1,982 | $205K |
| Regions Financial Corp. | 0.00% | New | 1,933 | $200K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 1,932 | $200K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,851 | $196K |
| MidFirst Bank | 0.02% | — | 1,862 | $193K |
| REAP Financial Group, LLC | 0.04% | Add +36080.0% | 1,809 | $187K |
| Garton & Associates Financial Advisors LLC | 0.11% | — | 1,765 | $183K |
| Elevated Capital Advisors, LLC | 0.04% | New | 1,681 | $174K |
| Key Financial Inc | 0.03% | Reduce -5.9% | 1,627 | $168K |
| Ameriflex Group, Inc. | 0.09% | Reduce -50.0% | 1,582 | $164K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.4% | 1,545 | $160K |
| Hilton Head Capital Partners, LLC | 0.09% | — | 1,500 | $155K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,489 | $154K |
| Hoese & Co LLP | 0.11% | New | 1,448 | $150K |
| Bard Associates Inc. | 0.04% | New | 1,407 | $146K |
| Old Second National Bank of Aurora | 0.03% | Reduce -50.0% | 1,400 | $145K |
| Quattro Advisors LLC | 0.11% | — | 1,357 | $141K |
| Rothschild Investment LLC | 0.01% | Add +18.4% | 1,234 | $128K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $124K |
| Scarborough Advisors, LLC | 0.02% | Add +14.6% | 1,195 | $124K |
| Bayban | 0.10% | — | 1,137 | $118K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -9.9% | 1,094 | $113K |
| Millstone Evans Group, LLC | 0.07% | No change | 1,093 | $113K |
| Crewe Advisors LLC | 0.01% | Reduce -8.1% | 1,086 | $112K |
| First PREMIER Bank | 0.03% | No change | 1,065 | $110K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,004 | $104K |
| TCTC Holdings, LLC | 0.00% | No change | 905 | $94K |
| EPG Wealth Management LLC | 0.02% | Add +0.5% | 854 | $88K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $87K |
| Deutsche Bank AG | 0.00% | Reduce -12.3% | 815 | $84K |
| Glenmede Trust Co. NA | 0.00% | — | 779 | $81K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $77K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 714 | $74K |
| Signaturefd, LLC | 0.00% | No change | 700 | $72K |
| Glassman Wealth Services | 0.01% | Add +0.1% | 692 | $72K |
| Cape Investment Advisory, Inc. | 0.02% | Add +36.8% | 669 | $69K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $68K |
| Jessup Wealth Management, Inc | 0.02% | New | 654 | $68K |
| Clearstead Advisors, LLC | 0.00% | Add +8.3% | 650 | $67K |
| Sound Income Strategies, LLC | 0.00% | Add +37.2% | 579 | $62K |
| Key Capital Management, INC | 0.06% | — | 560 | $58K |
| Hartford Financial Management Inc. | 0.01% | Add +12.0% | 513 | $53K |
| Collier Financial | 0.04% | Add +1.2% | 506 | $52K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.2% | 494 | $51K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 472 | $49K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 458 | $47K |
| Centerpoint Advisors, LLC | 0.01% | No change | 450 | $47K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $47K |
| Banque Transatlantique SA | 0.00% | No change | 447 | $46K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 441 | $46K |
| Vision Financial Markets LLC | 0.04% | Reduce -4.4% | 410 | $42K |
| Addison Advisors LLC | 0.01% | No change | 405 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 398 | $42K |
| Nemes Rush Group LLC | 0.00% | Add +102.1% | 380 | $39K |
| Raffa Wealth Management, LLC | 0.01% | New | 368 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 360 | $37K |
| Harbor Investment Advisory, LLC | 0.00% | New | 315 | $33K |
| Pflug Koory, LLC | 0.02% | Add +1.3% | 313 | $32K |
| Godsey & Gibb, Inc. | 0.00% | No change | 304 | $31K |
| First Horizon Corp. | 0.00% | New | 302 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +60.9% | 296 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.1% | 284 | $29K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $29K |
| McGuire Capital Advisors Inc. | 0.02% | — | 282 | $29K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 277 | $29K |
| Basso Capital Management, L.P. | 0.02% | No change | 270 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 250 | $26K |
| Independence Bank of Kentucky | 0.00% | Reduce -66.6% | 234 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 230 | $24K |
| Intelligent Financial Strategies | 0.01% | No change | 223 | $23K |
| Blue Trust, Inc. | 0.00% | New | 214 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +4.4% | 213 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $22K |
| Camelot Portfolios, LLC | 0.01% | New | 204 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.5% | 201 | $21K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $21K |
| Angeles Wealth Management, LLC | 0.00% | Add +1.0% | 196 | $20K |
| Toronto Dominion Bank | 0.00% | New | 195 | $20K |
| Avion Wealth | 0.00% | Add +1.2% | 169 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $17K |
| Van Eck Associates Corp. | 0.00% | No change | 153 | $16K |
| Keystone Financial Group, Inc. | 0.01% | New | 150 | $16K |
| Bessemer Group Inc. | 0.00% | No change | 145 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -30.3% | 138 | $14K |
| Coastline Trust Co | 0.00% | Add +2200.0% | 138 | $14K |
| Creative Capital Management Investments LLC | 0.00% | New | 103 | $11K |
| Signature Equity Partners, LLC | 0.01% | — | 93 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $9K |
| Archer Investment Corp | 0.00% | No change | 83 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 81 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 75 | $8K |
| CX Institutional | 0.00% | New | 77 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $8K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 75 | $8K |
| Inlight Wealth Management, LLC | 0.00% | No change | 68 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 75 | $7K |
| Goodman Advisory Group, LLC | 0.00% | New | 67 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -12.9% | 54 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -29.6% | 50 | $5K |
| HM Payson & Co. | 0.00% | New | 33 | $3K |
| Bfsg, LLC | 0.00% | Reduce -70.0% | 24 | $2K |
| LM Advisors LLC | 0.01% | Reduce -89.6% | 243 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 20 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 18 | $2K |
| Crews Bank & Trust | 0.00% | New | 16 | $2K |
| Orion Capital Management LLC | 0.00% | New | 14 | $1K |
| Bullock Wealth Management Group | 0.00% | — | 13 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 10 | $1K |
| Alerus Financial NA | 0.00% | No change | 5 | $518 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 5 | $518 |
| Basepoint Wealth LLC | 0.00% | New | 5 | $517 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -50.0% | 1 | $106 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.