Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2026 (March 31)725holders
52new positions
52sold out
7famous investors
$96.67avg. 13F price*
At the end of Q1 2026, 725 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, unchanged from Q4 2025. 52 opened new positions and 52 sold out. The largest holders were Morgan Stanley ($583.8M), LPL Financial LLC ($563.8M) and Bank of America Corp. ($554.3M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $77.1M |
| Exits | 52 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,290,122 shares bought and 6,310,881 shares sold, net −3,020,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Morgan Stanley | 0.04% | Reduce -5.9% | 6,036,864 | $583.8M |
| LPL Financial LLC | 0.15% | Reduce -11.4% | 5,830,311 | $563.8M |
| Bank of America Corp. | 0.04% | Reduce -5.1% | 5,732,552 | $554.3M |
| Raymond James Financial Inc. | 0.08% | Reduce -11.6% | 2,683,485 | $259.5M |
| Mesirow Financial Investment Management, Inc. | 4.19% | Add +34.8% | 2,675,294 | $258.7M |
| Boulay Financial Advisors, LLC | 24.64% | Add +4.1% | 2,220,212 | $214.7M |
| Wells Fargo & Company | 0.04% | Reduce -8.2% | 2,103,656 | $203.4M |
| Jones Financial Companies LLLP | 0.06% | Add +11.3% | 1,378,573 | $130.0M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -1.9% | 1,343,881 | $130.0M |
| Cetera Investment Advisers | 0.12% | Reduce -1.1% | 1,157,966 | $112.0M |
| Southern Farm Bureau Life Insurance | 11.31% | No change | 1,107,967 | $107.2M |
| UBS Group AG | 0.02% | Reduce -15.2% | 938,460 | $90.7M |
| Provenance Wealth Advisors, LLC | 8.87% | Reduce -2.8% | 866,012 | $83.7M |
| Royal Bank of Canada | 0.02% | Add +10.8% | 833,825 | $80.6M |
| First Foundation Advisors | 2.90% | Reduce -2.3% | 743,411 | $71.9M |
| Sfmg, LLC | 4.46% | Add +4.9% | 672,286 | $65.0M |
| Verde Capital Management | 13.61% | Add +5.1% | 658,249 | $63.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -4.7% | 656,051 | $63.4M |
| Osaic Holdings, Inc. | 0.09% | Add +9.5% | 638,646 | $61.8M |
| Cwm, LLC | 0.16% | Reduce -3.4% | 624,885 | $60.4M |
| United Capital Financial Advisors, LLC | 0.36% | Add +2.5% | 611,351 | $59.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -35.3% | 603,026 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 574,221 | $55.5M |
| Kelman-Lazarov, Inc. | 7.78% | Add +0.9% | 561,025 | $54.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.1% | 552,588 | $53.4M |
| Apriem Advisors | 5.01% | Add +5.7% | 542,530 | $52.5M |
| Leelyn Smith, LLC | 6.94% | Add +4.1% | 511,612 | $49.5M |
| Harbor Group, Inc. | 6.77% | Add +2.7% | 484,623 | $46.9M |
| Regatta Capital Group, LLC | 7.06% | Add +1.4% | 482,403 | $46.6M |
| Financial Management Network Inc. | 7.14% | Reduce -2.6% | 471,314 | $46.6M |
| Cahill Financial Advisors Inc. | 5.02% | Reduce -15.3% | 479,270 | $46.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -12.5% | 452,163 | $43.7M |
| Whitaker-Myers Wealth Managers, LTD. | 7.82% | Add +2.5% | 405,471 | $39.2M |
| G2 Capital Management, LLC / Oh | 9.51% | Add +1.2% | 404,482 | $39.1M |
| Ceera Investments, LLC | 16.69% | Reduce -9.4% | 393,572 | $38.1M |
| Ancora Advisors LLC | 0.81% | Add +10.2% | 391,354 | $37.8M |
| Summit Asset Management, LLC | 5.21% | Add +1.3% | 386,988 | $37.4M |
| Private Advisor Group, LLC | 0.17% | Reduce -4.1% | 379,060 | $36.7M |
| Stephens Inc. | 0.44% | Reduce -3.2% | 363,545 | $35.2M |
| JNBA Financial Advisors | 2.88% | Reduce -4.4% | 358,066 | $34.6M |
| Cerity Partners LLC | 0.05% | Add +3.1% | 351,201 | $34.0M |
| Stifel Financial Corp. | 0.03% | Reduce -36.0% | 323,188 | $31.3M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -51.5% | 322,809 | $31.2M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -31.7% | 318,628 | $30.8M |
| Richmond Investment Services, LLC | 4.73% | Add +2.4% | 302,917 | $29.3M |
| Planned Solutions, Inc. | 9.30% | Reduce -0.1% | 291,485 | $28.2M |
| Assetmark, Inc. | 0.06% | Add +2.0% | 285,066 | $27.6M |
| Level Four Advisory Services, LLC | 0.89% | Reduce -5.5% | 279,722 | $27.0M |
| Mariner, LLC | 0.03% | Add +63.1% | 278,667 | $26.9M |
| Buttonwood Financial Advisors Inc. | 8.88% | Reduce -4.5% | 274,353 | $26.5M |
| NewEdge Advisors, LLC | 0.10% | Add +5.6% | 271,887 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -19.9% | 284,664 | $26.2M |
| Brookstone Capital Management | 0.30% | Reduce -3.2% | 270,078 | $26.1M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +4.2% | 265,625 | $25.7M |
| Geneos Wealth Management Inc. | 0.57% | Reduce -3.3% | 253,091 | $24.5M |
| Virtus Wealth Solutions LLC | 4.57% | Reduce -1.8% | 248,065 | $24.0M |
| Integrated Wealth Concepts LLC | 0.19% | Add +5136.2% | 246,468 | $23.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.5% | 235,842 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Add +13.0% | 234,293 | $22.7M |
| Creative Planning | 0.02% | Add +8.3% | 232,406 | $22.5M |
| Equitable Holdings, Inc. | 0.14% | Add +187.7% | 220,334 | $21.9M |
| Wealthcare Advisory Partners LLC | 0.41% | Add +2.6% | 219,384 | $21.2M |
| Summit Financial, LLC | 0.27% | Add +1.6% | 215,439 | $20.8M |
| Berkshire Money Management, Inc. | 2.13% | Add +1.2% | 215,158 | $20.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.2% | 213,756 | $20.7M |
| KRM Wealth Management L.L.C. | 10.39% | Add +3.1% | 206,304 | $19.9M |
| Prospera Financial Services Inc | 0.32% | Add +1.1% | 205,801 | $19.9M |
| Visionary Wealth Advisors | 0.88% | Reduce -3.0% | 205,555 | $19.9M |
| Harbour Trust & Investment Management Co | 2.09% | Add +4.3% | 203,944 | $19.7M |
| Ethos Financial Group, LLC | 1.45% | Reduce -1.9% | 203,930 | $19.7M |
| Activest Wealth Management | 3.38% | Reduce -15.5% | 199,112 | $19.3M |
| Etesian Wealth Advisors, Inc. | 6.06% | Add +2.6% | 196,364 | $19.0M |
| Altus Wealth Group LLC | 7.77% | Add +4.4% | 196,074 | $19.0M |
| MML Investors Services, LLC | 0.05% | Reduce -11.3% | 194,212 | $18.8M |
| Graver Capital Management, LLC | 14.07% | Add +7.7% | 191,550 | $18.5M |
| Beaumont Asset Management, L.L.C. | 8.12% | Reduce -13.1% | 186,512 | $18.0M |
| James J. Burns & Company, LLC | 2.40% | Add +5.6% | 182,613 | $17.7M |
| New England Private Wealth Advisors LLC | 1.92% | Reduce -3.6% | 172,083 | $16.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 170,373 | $16.5M |
| MAI Capital Management | 0.09% | Reduce -0.7% | 164,447 | $15.9M |
| Citigroup Inc. | 0.01% | Reduce -13.5% | 158,734 | $15.3M |
| Tanager Wealth Management LLP | 1.40% | Reduce -6.5% | 149,422 | $14.4M |
| HBW Advisory Services LLC | 1.51% | Reduce -13.2% | 148,339 | $14.3M |
| IFP Advisors, Inc | 0.29% | Reduce -8.5% | 146,391 | $14.2M |
| DAVENPORT & Co LLC | 0.08% | Reduce -12.1% | 144,328 | $14.0M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -9.4% | 141,280 | $13.7M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -4.2% | 141,006 | $13.6M |
| Baird Financial Group, Inc. | 0.02% | Add +20.4% | 137,663 | $13.3M |
| Joseph Group Capital Management | 3.30% | Add +1.9% | 136,439 | $13.2M |
| Family Office Research LLC | 5.65% | Reduce -2.5% | 134,500 | $13.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -14.3% | 131,329 | $12.7M |
| AlphaCore Capital LLC | 0.30% | Add +3.9% | 130,752 | $12.6M |
| Goldstone Financial Group, LLC | 1.37% | Reduce -2.5% | 130,566 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 130,935 | $12.4M |
| Oppenheimer & Co. Inc. | 0.15% | Add +2.3% | 126,878 | $12.3M |
| &partners | 0.06% | Add +8.3% | 126,782 | $12.3M |
| Independent Financial Group, LLC | 0.27% | Reduce -2.0% | 126,479 | $12.2M |
| Napier Financial, LLC | 2.76% | Add +0.8% | 124,658 | $12.1M |
| Fermata Advisors, LLC | 2.71% | Reduce -0.7% | 124,240 | $12.0M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Reduce -0.8% | 123,900 | $12.0M |
| Coastline Complete Wealth LLC | 7.41% | Reduce -3.7% | 123,709 | $12.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -53.1% | 120,000 | $11.6M |
| Unique Wealth Strategies, LLC | 4.64% | Reduce -6.2% | 117,184 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -35.5% | 114,927 | $11.1M |
| Financial Solutions Advisory Group, Inc. | 1.49% | — | 111,293 | $10.8M |
| Employees' Retirement Fund of the City of Fort Worth | 4.54% | No change | 108,074 | $10.5M |
| Howard Financial Services, LTD. | 1.17% | Add +26.6% | 107,093 | $10.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +3.6% | 105,767 | $10.2M |
| Farrow Financial, Inc. | 5.74% | Reduce -0.6% | 104,611 | $10.1M |
| Boyce & Associates Wealth Consulting, Inc. | 7.51% | Reduce -0.8% | 102,596 | $9.9M |
| VestGen Advisors, LLC | 0.27% | Add +201.8% | 96,364 | $9.6M |
| Aspen Wealth Strategies, LLC | 5.10% | Reduce -1.4% | 98,218 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.6% | 97,895 | $9.5M |
| 46 Peaks LLC | 6.80% | Add +3.2% | 96,548 | $9.3M |
| Ferguson Shapiro LLC | 2.79% | Add +6.5% | 94,614 | $9.1M |
| Cabot Wealth Management Inc. | 1.04% | Add +20.2% | 93,899 | $9.1M |
| Focus Partners Wealth | 0.01% | Add +0.9% | 92,858 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -42.2% | 91,826 | $8.9M |
| Independent Advisor Alliance | 0.10% | New | 91,787 | $8.9M |
| Citadel Advisors | 0.01% | New | 91,450 | $8.8M |
| Philadelphia Investment Partners, LLC | 5.99% | — | 91,115 | $8.8M |
| Acorn Wealth Advisors, LLC | 2.52% | Reduce -0.3% | 89,402 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 88,990 | $8.6M |
| Pursue Wealth Partners LLC | 5.08% | Reduce -0.5% | 87,987 | $8.5M |
| FWG Holdings, LLC | 3.14% | Reduce -1.0% | 85,655 | $8.3M |
| EnRich Financial Partners LLC | 2.18% | Reduce -0.4% | 85,071 | $8.2M |
| MCF Advisors LLC | 0.35% | Reduce -2.8% | 82,897 | $8.0M |
| Philip James Wealth Mangement, LLC | 0.96% | Reduce -31.8% | 81,617 | $7.9M |
| Onyx Bridge Wealth Group LLC | 0.84% | Reduce -2.7% | 80,710 | $7.8M |
| Beaumont Financial Advisors, LLC | 0.53% | Reduce -1.4% | 80,248 | $7.8M |
| TPG Advisors LLC | 4.79% | Reduce -15.1% | 79,505 | $7.7M |
| Foundations Investment Advisors, LLC | 0.09% | Add +18.1% | 75,751 | $7.3M |
| Allworth Financial LP | 0.03% | Reduce -5.4% | 74,435 | $7.2M |
| Copley Financial Group, Inc. | 4.31% | Reduce -4.8% | 73,860 | $7.1M |
| Boomfish Wealth Group, LLC | 3.79% | Add +1.6% | 73,381 | $7.1M |
| Sigma Planning Corp | 0.19% | Reduce -5.7% | 72,054 | $7.0M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -15.0% | 71,898 | $7.0M |
| Paller Financial Services Inc | 5.67% | Reduce -1.9% | 70,934 | $6.9M |
| American National Bank of Texas | 6.52% | Reduce -1.1% | 70,706 | $6.8M |
| Darrow Company, Inc. | 3.05% | Reduce -5.7% | 70,147 | $6.8M |
| Marshall & Sterling Wealth Advisors Inc. | 4.37% | Reduce -16.9% | 69,144 | $6.7M |
| Koss-Olinger Consulting, LLC | 0.56% | No change | 68,990 | $6.7M |
| Roundview Capital LLC | 0.42% | Reduce -0.5% | 68,989 | $6.7M |
| Tme Financial, Inc. | 4.61% | Add +5.5% | 68,751 | $6.6M |
| Mengis Capital Management, Inc. | 1.12% | Add +4.6% | 67,292 | $6.5M |
| Guilbault Capital LLC | 7.12% | Add +1.1% | 67,241 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -4.8% | 67,183 | $6.5M |
| Boston Family Office LLC | 0.43% | Add +1.4% | 67,155 | $6.5M |
| Tulsa Wealth Advisors, INC | 1.12% | New | 66,093 | $6.4M |
| Laurel Wealth Planning LLC | 3.27% | Reduce -0.1% | 64,049 | $6.2M |
| Wimmer Associates 1, LLC | 3.01% | Reduce -1.6% | 63,767 | $6.2M |
| Selby Wealth Management, LLC | 2.31% | Add +10.6% | 60,696 | $5.9M |
| Allen Capital Group, LLC | 0.51% | Add +1.1% | 58,956 | $5.7M |
| Eubel Brady & Suttman Asset Management Inc. | 0.72% | Reduce -61.6% | 58,775 | $5.7M |
| Cornerstone Advisory, LLC | 0.54% | Reduce -1.5% | 58,428 | $5.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -13.6% | 58,407 | $5.6M |
| Argent Trust Co | 0.19% | Add +0.8% | 58,277 | $5.6M |
| Midwest Financial Group LLC | 2.38% | Add +1.4% | 57,686 | $5.6M |
| Tacita Capital Inc | 3.29% | Reduce -10.0% | 57,524 | $5.6M |
| AQR Capital Management | 0.00% | Add +33.1% | 56,328 | $5.4M |
| WealthPlan Investment Management, LLC | 0.30% | Reduce -42.8% | 55,504 | $5.4M |
| Elevation Capital Advisory, LLC | 2.27% | Reduce -27.6% | 55,131 | $5.3M |
| Fortune Financial Advisors, LLC | 2.69% | Reduce -1.7% | 54,641 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -0.3% | 53,109 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.1% | 52,963 | $5.1M |
| Sunpointe, LLC | 1.67% | Reduce -8.3% | 52,649 | $5.1M |
| Eagle Strategies LLC | 0.60% | Reduce -28.9% | 51,781 | $5.0M |
| Betterment LLC | 0.01% | Add +7.2% | 51,423 | $5.0M |
| Tranquility Partners, LLC | 1.86% | Add +0.1% | 52,079 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -17.5% | 50,154 | $4.8M |
| Modern Wealth Management, LLC | 0.08% | Reduce -3.8% | 49,541 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.34% | Add +0.7% | 48,805 | $4.7M |
| Ducere Wealth Management LLC | 1.87% | Reduce -5.9% | 48,620 | $4.7M |
| Smith, Moore & Co. | 0.34% | Add +1.9% | 48,166 | $4.7M |
| Farrell Financial LLC | 2.71% | Reduce -1.7% | 46,961 | $4.5M |
| Legacy Solutions, LLC | 4.21% | Reduce -19.2% | 46,956 | $4.5M |
| Fifth Third Bancorp | 0.01% | Add +57791.4% | 46,892 | $4.5M |
| Obermeyer Wealth Partners | 0.21% | Reduce -70.9% | 46,605 | $4.5M |
| FMR LLC | 0.00% | Add +2.9% | 46,592 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -6.2% | 46,549 | $4.5M |
| Centaurus Financial, Inc. | 0.21% | Add +9.7% | 46,457 | $4.5M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -17.0% | 46,388 | $4.5M |
| Flow Traders U.S. LLC | 0.14% | New | 45,984 | $4.4M |
| GTS Securities LLC | 0.16% | New | 45,873 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +915040.0% | 45,757 | $4.4M |
| Roberts Glore & Co. Inc. | 1.21% | Reduce -0.4% | 45,354 | $4.4M |
| Sterling Investment Advisors, Ltd. | 0.78% | Reduce -5.3% | 44,639 | $4.3M |
| Rehmann Capital Advisory Group | 0.22% | Reduce -0.8% | 44,546 | $4.3M |
| StoneX Group Inc. | 0.23% | Add +2.4% | 44,436 | $4.3M |
| PSI Advisors, LLC | 1.04% | Reduce -0.5% | 44,369 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.1% | 43,887 | $4.2M |
| Patton Albertson Miller Group, LLC | 0.50% | Reduce -2.0% | 43,700 | $4.2M |
| Principal Securities, Inc. | 0.06% | Add +6.7% | 43,185 | $4.2M |
| Goepper Burkhardt LLC | 1.39% | Reduce -2.6% | 43,009 | $4.2M |
| Kintra Wealth, LLC | 0.29% | Add +4.7% | 42,994 | $4.2M |
| William John Sempolinski | 2.06% | Add +3.3% | 42,464 | $4.1M |
| Opal Wealth Advisors, LLC | 0.93% | Add +5.5% | 42,452 | $4.1M |
| Flagstar Securities, Inc. | 1.48% | Reduce -10.3% | 42,148 | $4.1M |
| Ayalon Insurance Comp Ltd. | 0.83% | Add +3.8% | 42,115 | $4.1M |
| Atlas Wealth LLC | 1.59% | Add +7.3% | 41,404 | $4.0M |
| Moneco Advisors, LLC | 0.30% | Add +63.2% | 40,263 | $3.9M |
| Stonebridge Financial Planning Group, LLC | 1.42% | Reduce -6.3% | 39,985 | $3.9M |
| Lido Advisors, LLC | 0.02% | Reduce -22.3% | 39,678 | $3.8M |
| Avalon Capital Management | 1.08% | Reduce -18.2% | 39,554 | $3.8M |
| Money Concepts Capital Corp. | 0.21% | New | 39,479 | $3.8M |
| Flputnam Investment Management Co. | 0.06% | Reduce -29.6% | 39,391 | $3.8M |
| Harbour Investments, Inc. | 0.06% | Add +34.5% | 39,306 | $3.8M |
| Tompkins Financial Corp. | 0.30% | Reduce -13.5% | 39,116 | $3.8M |
| Financial Partners Group, Inc | 0.45% | Reduce -5.3% | 38,942 | $3.8M |
| Western Wealth Management, LLC | 0.14% | Reduce -9.6% | 38,551 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +36.5% | 38,521 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +5.0% | 38,282 | $3.7M |
| Paragon Advisors, LLC | 1.00% | Reduce -7.6% | 38,270 | $3.7M |
| Magnolia Capital Advisors LLC | 0.72% | Reduce -55.1% | 37,964 | $3.7M |
| Capital Developers, LLC | 3.24% | Reduce -5.0% | 37,245 | $3.6M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -2.4% | 36,837 | $3.6M |
| Cutler Capital Management, LLC | 1.19% | Add +20.1% | 36,753 | $3.6M |
| Commerce Advisors, LLC | 2.96% | — | 36,357 | $3.5M |
| Lunt Capital Management, Inc. | 1.33% | Add +1.8% | 35,697 | $3.5M |
| Jacksonville Wealth Management, LLC | 2.33% | Add +12.4% | 35,631 | $3.4M |
| Stillwater Private Wealth, LLC | 2.90% | — | 35,492 | $3.4M |
| RDA Financial Network | 0.85% | Reduce -0.1% | 35,263 | $3.4M |
| Victory Financial Group, LLC | 0.42% | Reduce -20.9% | 35,033 | $3.4M |
| IRON Financial LLC | 1.43% | Add +0.2% | 33,821 | $3.3M |
| Trajan Wealth LLC | 0.13% | Add +1.1% | 33,801 | $3.3M |
| Point72 Asset Management | 0.01% | New | 33,800 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -0.8% | 33,103 | $3.2M |
| WealthPLAN Partners, LLC | 0.60% | Reduce -23.4% | 32,174 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +14.7% | 31,893 | $3.1M |
| Panoramic Investment Advisors, LLC | 1.66% | Add +0.4% | 31,675 | $3.1M |
| Darwin Wealth Management, LLC | 0.95% | Reduce -25.1% | 31,578 | $3.1M |
| Integrated Advisors Network LLC | 0.16% | Reduce -26.1% | 31,308 | $3.0M |
| Stonebridge Financial Group, LLC / MO | 2.54% | Add +0.0% | 31,133 | $3.0M |
| Tactive Advisors, LLC | 0.85% | Reduce -2.1% | 31,100 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +21.4% | 30,280 | $2.9M |
| YHB Investment Advisors, Inc. | 0.21% | Reduce -6.8% | 30,184 | $2.9M |
| BXM Wealth LLC | 2.23% | Reduce -69.8% | 29,915 | $2.9M |
| Compound Planning, Inc. | 0.09% | Reduce -1.8% | 29,132 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.82% | Reduce -1.4% | 29,000 | $2.8M |
| Asset One Wealth Management LLC | 0.31% | Reduce -0.7% | 27,423 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.0% | 28,109 | $2.7M |
| Creekside Partners | 1.12% | Add +2.1% | 28,102 | $2.7M |
| XML Financial, LLC | 0.22% | Reduce -9.8% | 27,695 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +92.1% | 27,442 | $2.7M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -24.5% | 27,221 | $2.6M |
| Vantage Point Financial LLC | 0.92% | Reduce -5.3% | 26,976 | $2.6M |
| Plotkin Financial Advisors, LLC | 1.31% | Reduce -1.5% | 26,962 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +4.8% | 26,962 | $2.6M |
| Westshore Wealth, LLC | 0.89% | Reduce -8.7% | 26,079 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -5.2% | 25,990 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.6% | 25,917 | $2.5M |
| Savvy Advisors, Inc. | 0.07% | Add +6.2% | 25,815 | $2.5M |
| Cross Staff Investments Inc | 1.24% | No change | 25,230 | $2.4M |
| L & S Advisors Inc | 0.30% | Reduce -3.6% | 25,058 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 25,026 | $2.4M |
| Barings LLC | 0.04% | No change | 24,935 | $2.4M |
| Triumph Capital Management | 0.47% | Reduce -5.0% | 23,789 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -29.7% | 23,500 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | No change | 22,981 | $2.2M |
| First Financial Group Corp | 1.81% | Reduce -0.2% | 22,868 | $2.2M |
| Wealthfront Advisers LLC | 0.00% | Add +2.2% | 22,541 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -2.0% | 22,407 | $2.2M |
| Foguth Wealth Management, LLC. | 0.25% | Reduce -88.2% | 20,855 | $2.2M |
| Element Squared LLC | 1.22% | Reduce -1.1% | 22,361 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.62% | Reduce -2.4% | 21,978 | $2.1M |
| White Knight Strategic Wealth Advisors, LLC | 1.79% | Reduce -13.5% | 21,971 | $2.1M |
| Cookson Peirce & Co. Inc. | 0.09% | Reduce -19.9% | 21,708 | $2.1M |
| SHP Wealth Management | 0.16% | Reduce -91.2% | 21,694 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +1.5% | 21,506 | $2.1M |
| Wealth Enhancement Trust Services, Inc. | 0.25% | No change | 21,492 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Reduce -0.2% | 21,396 | $2.1M |
| XY Planning Network, Inc. | 0.33% | Reduce -1.9% | 21,227 | $2.0M |
| Realta Investment Advisors | 0.71% | No change | 21,090 | $2.0M |
| Arax Advisory Partners | 0.06% | Add +656.8% | 20,949 | $2.0M |
| Fca Corp. | 0.57% | Add +4.0% | 20,941 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.0% | 20,736 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.60% | Add +4.7% | 20,706 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.8% | 20,640 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.1% | 20,569 | $2.0M |
| Inspire Advisors, LLC | 0.16% | Reduce -4.2% | 20,095 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -11.6% | 20,069 | $1.9M |
| Hilltop Holdings Inc. | 0.18% | Reduce -4.3% | 19,986 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.1% | 19,759 | $1.9M |
| Provident Wealth Management, LLC | 0.57% | Reduce -4.0% | 19,606 | $1.9M |
| Cascade Financial Partners, LLC | 0.19% | No change | 19,535 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +150.9% | 19,436 | $1.9M |
| LexAurum Advisors, LLC | 0.23% | — | 18,498 | $1.8M |
| Pekin Hardy Strauss, Inc. | 0.19% | Add +53.1% | 18,363 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -2.9% | 18,254 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.9% | 18,198 | $1.8M |
| D. E. Shaw & Co. | 0.00% | New | 17,407 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -15.2% | 17,138 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -1.0% | 16,701 | $1.6M |
| Endowment Wealth Management, Inc. | 0.71% | Add +6.2% | 16,533 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -6.0% | 16,444 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.6% | 16,444 | $1.6M |
| Sierra Ocean, LLC | 1.29% | Reduce -0.3% | 16,283 | $1.6M |
| Schorn Wealth LLC | 0.47% | Reduce -2.8% | 16,213 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -16.9% | 16,173 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.23% | Reduce -1.4% | 16,138 | $1.6M |
| Arq Wealth Advisors, LLC | 0.28% | Add +13.4% | 16,062 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -2.9% | 15,143 | $1.5M |
| M3 Advisory Group, LLC | 0.93% | Add +4.1% | 15,657 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -9.7% | 15,586 | $1.5M |
| Berger Financial Group, Inc | 0.08% | Reduce -1.3% | 15,516 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.36% | Reduce -3.7% | 15,464 | $1.5M |
| RCW Management, LLC | 1.52% | Reduce -5.6% | 15,314 | $1.5M |
| S.E.E.D. Planning Group LLC | 0.43% | Reduce -90.2% | 15,310 | $1.5M |
| Dumont & Blake Investment Advisors LLC | 0.37% | Reduce -1.0% | 15,166 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -16.7% | 15,136 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +102.2% | 15,076 | $1.5M |
| MADDEN SECURITIES Corp | 0.44% | No change | 15,000 | $1.5M |
| Wolff Wiese Magana LLC | 0.79% | Reduce -6.8% | 14,773 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +8.0% | 14,668 | $1.4M |
| Rollins Financial Advisors, LLC | 0.22% | Reduce -9.1% | 14,602 | $1.4M |
| PKS Advisory Services, LLC | 0.33% | Add +1.4% | 14,463 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Reduce -7.5% | 14,212 | $1.4M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -7.5% | 14,012 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -18.5% | 13,874 | $1.3M |
| Winebrenner Capital Management LLC | 0.86% | Reduce -2.9% | 13,802 | $1.3M |
| Defined Wealth Management, LLC | 0.78% | Reduce -1.4% | 13,733 | $1.3M |
| Rhodes Investment Advisors Inc. | 1.14% | No change | 13,642 | $1.3M |
| Pioneer Family Office, LLC | 0.92% | No change | 13,475 | $1.3M |
| HighPoint Advisor Group LLC | 0.05% | Reduce -0.8% | 13,442 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.0% | 13,423 | $1.3M |
| Rik Saylor Financial, Inc. | 0.98% | Reduce -1.3% | 13,401 | $1.3M |
| Peck Wealth Management, LLC | 1.29% | Reduce -8.9% | 13,344 | $1.3M |
| Soundwatch Capital LLC | 0.16% | Add +14.9% | 13,342 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -84.5% | 13,324 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -2.7% | 13,156 | $1.3M |
| Summit Wealth Partners, LLC | 0.20% | Reduce -9.1% | 13,060 | $1.3M |
| Balance Wealth Partners LLC | 0.39% | Add +9.7% | 12,976 | $1.3M |
| Mendel Money Management | 0.52% | Add +2.0% | 12,884 | $1.2M |
| Rothschild Wealth LLC | 0.11% | Reduce -3.5% | 12,787 | $1.2M |
| Uptick Partners, LLC | 0.24% | Reduce -3.6% | 12,477 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -0.5% | 12,295 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | New | 12,294 | $1.2M |
| Advyzon Investment Management, LLC | 0.11% | Reduce -23.6% | 12,163 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -45.1% | 12,038 | $1.2M |
| Able Wealth Management LLC | 0.31% | Reduce -44.4% | 12,002 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +0.8% | 11,834 | $1.1M |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -5.7% | 11,711 | $1.1M |
| Turning Point Benefit Group, Inc. | 0.72% | Reduce -60.2% | 11,660 | $1.1M |
| Echo45 Advisors LLC | 0.64% | Add +3.6% | 11,678 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -1.6% | 11,531 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.35% | Reduce -0.8% | 11,533 | $1.1M |
| Fiduciary Financial Group, LLC | 0.15% | Reduce -10.4% | 11,461 | $1.1M |
| PFG Investments, LLC | 0.05% | Reduce -5.1% | 11,407 | $1.1M |
| Cornerstone Financial Group, LLC | 0.71% | Reduce -4.5% | 11,019 | $1.1M |
| Crux Wealth Advisors | 0.42% | Reduce -8.4% | 11,327 | $1.1M |
| Warner Financial, Inc. | 0.37% | Add +0.0% | 11,307 | $1.1M |
| Heck Capital Advisors, LLC | 0.08% | No change | 11,189 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +4.2% | 11,158 | $1.1M |
| Compass Advisory Group LLC | 0.29% | Reduce -55.1% | 11,025 | $1.1M |
| Bawa N Mallick Trust | 0.44% | No change | 11,000 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -12.2% | 10,845 | $1.0M |
| AlphaStar Capital Management, LLC | 0.08% | Reduce -5.5% | 10,764 | $1.0M |
| Keystone Financial Group | 0.07% | No change | 10,638 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -22.7% | 10,634 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.27% | Reduce -7.4% | 9,934 | $1.0M |
| Whipplewood Advisors, LLC | 0.53% | Reduce -1.9% | 10,466 | $1.0M |
| Principle Wealth Partners LLC | 0.06% | No change | 10,363 | $1.0M |
| BCS Wealth Management | 0.20% | Reduce -61.6% | 10,190 | $985K |
| Strategic Investment Solutions, Inc. | 0.23% | Reduce -0.2% | 9,964 | $963K |
| Castle Rock Wealth Management, LLC | 0.21% | Reduce -1.1% | 9,872 | $953K |
| KPP Advisory Services LLC | 0.14% | Reduce -0.4% | 9,849 | $952K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.6% | 9,843 | $952K |
| SK Wealth Management, LLC | 0.26% | Reduce -12.3% | 9,780 | $948K |
| Root Financial Partners, LLC | 0.04% | Add +1.6% | 9,799 | $948K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -4.9% | 9,778 | $946K |
| Parkway Wealth Management Group, LLC | 0.12% | Reduce -3.3% | 9,461 | $935K |
| Peak Financial Advisors LLC | 0.41% | Reduce -16.5% | 9,540 | $923K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.0% | 9,331 | $902K |
| Phraction Management LLC | 0.24% | No change | 9,095 | $879K |
| Quantbot Technologies LP | 0.04% | New | 9,000 | $870K |
| Kaydan Wealth Management, Inc. | 0.28% | No change | 8,808 | $852K |
| Smart Money Group LLC | 0.25% | Reduce -2.4% | 8,778 | $849K |
| 1620 Investment Advisors, Inc. | 0.57% | Add +0.2% | 8,706 | $842K |
| Meitav Investment House Ltd. | 0.01% | No change | 8,742 | $838K |
| Hunter Perkins Capital Management, LLC | 0.20% | New | 8,575 | $829K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Reduce -1.8% | 8,543 | $826K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +0.0% | 8,005 | $814K |
| John W. Brooker & Co., CPAs | 1.28% | Reduce -26.1% | 8,402 | $812K |
| Ascension Capital Advisors, Inc. | 0.25% | Add +0.0% | 8,363 | $809K |
| PCG Wealth Advisors, LLC | 0.20% | Reduce -11.4% | 8,298 | $802K |
| XTX Topco Ltd | 0.01% | Reduce -75.0% | 8,276 | $800K |
| First Community Trust NA | 0.59% | No change | 8,242 | $797K |
| Auxano Advisors, LLC | 0.16% | Add +124.9% | 8,129 | $786K |
| Trademark Financial Management, LLC | 0.38% | Reduce -21.2% | 8,053 | $779K |
| Swmg, LLC | 0.22% | Add +1.4% | 8,038 | $777K |
| COFG Advisors, LLC | 0.19% | Reduce -0.4% | 8,011 | $775K |
| Jane Street Group, LLC | 0.00% | New | 8,010 | $775K |
| Anchor Investment Management, LLC | 0.06% | Reduce -5.1% | 7,944 | $768K |
| Regal Investment Advisors LLC | 0.04% | Add +8.4% | 7,834 | $758K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -0.7% | 7,691 | $744K |
| Marshall Financial Group, LLC | 0.12% | Reduce -36.7% | 7,690 | $744K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +118.0% | 7,670 | $742K |
| Caliber Wealth Management, LLC / KS | 0.08% | Reduce -12.4% | 7,584 | $733K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Reduce -7.2% | 7,570 | $732K |
| Sovran Advisors, LLC | 0.06% | Reduce -2.2% | 7,253 | $728K |
| Valued Retirements, Inc. | 0.71% | No change | 7,527 | $728K |
| Larson Financial Group LLC | 0.02% | Reduce -1.3% | 7,387 | $714K |
| Novare Capital Management LLC | 0.06% | Reduce -93.1% | 7,331 | $709K |
| Oliver Luxxe Assets LLC | 0.11% | Reduce -6.4% | 7,327 | $709K |
| Byrne Financial Freedom, LLC | 0.34% | Reduce -13.0% | 7,244 | $701K |
| Arkadios Wealth Advisors | 0.01% | Add +33.0% | 7,208 | $697K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.1% | 7,197 | $696K |
| PFG Advisors | 0.03% | Add +46.0% | 7,145 | $691K |
| United Advisor Group, LLC | 0.09% | Reduce -4.4% | 7,110 | $687K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 7,107 | $687K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,107 | $687K |
| Beckerman Institutional, LLC | 0.36% | No change | 7,019 | $679K |
| Western Pacific Wealth Management, LP | 0.69% | Add +0.3% | 7,006 | $678K |
| OakTrust Wealth Advisors, LLC | 0.61% | Add +12.1% | 6,959 | $673K |
| ATX Financial Planning, LLC | 0.51% | Reduce -8.3% | 6,951 | $672K |
| Waldron Private Wealth LLC | 0.03% | Reduce -4.5% | 6,905 | $668K |
| BIP Wealth, LLC | 0.03% | Add +212.5% | 6,903 | $667K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +4.4% | 6,891 | $666K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -39.1% | 6,871 | $664K |
| Merit Financial Group, LLC | 0.00% | Add +6.8% | 6,739 | $652K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 6,738 | $652K |
| US Bancorp \de | 0.00% | Reduce -5.2% | 6,686 | $647K |
| Integrity Alliance, Llc. | 0.02% | Add +5.9% | 6,684 | $646K |
| Van Den Berg Management I, Inc. | 0.15% | Reduce -4.0% | 6,629 | $641K |
| Indivisible Partners | 0.06% | No change | 6,602 | $638K |
| Kapstone Financial Advisors LLC | 0.31% | New | 6,554 | $634K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -20.2% | 6,116 | $633K |
| Autumn Glory Partners, LLC | 0.23% | No change | 6,540 | $632K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -0.4% | 6,464 | $625K |
| ProVise Management Group, LLC | 0.04% | No change | 6,381 | $617K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | No change | 6,251 | $604K |
| Maridea Wealth Management LLC | 0.09% | Reduce -21.3% | 6,228 | $602K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.5% | 6,218 | $601K |
| Holos Integrated Wealth LLC | 0.30% | New | 6,196 | $598K |
| Resurgent Financial Advisors LLC | 0.21% | No change | 6,030 | $583K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +67.4% | 6,020 | $582K |
| Northern Trust Corp. | 0.00% | Reduce -69.5% | 5,996 | $580K |
| Keybank National Association | 0.00% | Reduce -0.4% | 5,955 | $576K |
| Westview Management dba Westview Investment Advisors | 0.29% | Reduce -75.0% | 5,704 | $552K |
| Bank of Montreal | 0.00% | Add +1.2% | 5,690 | $550K |
| Wilkerson Advisory Group LLC | 0.19% | No change | 5,663 | $548K |
| Dash Acquisitions Inc. | 0.11% | No change | 5,329 | $546K |
| Merkkuri Wealth Advisors LLC | 0.36% | No change | 5,630 | $544K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $533K |
| BlackRock, Inc. | 0.00% | Add +103.1% | 5,493 | $531K |
| Blossom Wealth Management | 0.79% | Add +5.3% | 5,491 | $531K |
| Dorato Capital Management | 0.39% | Reduce -1.8% | 5,370 | $529K |
| Glassy Mountain Advisors, Inc. | 0.16% | Add +2.6% | 5,462 | $528K |
| Vision Capital Management, Inc. | 0.07% | No change | 5,453 | $527K |
| Quad-Cities Investment Group, LLC | 0.21% | Reduce -10.9% | 5,427 | $525K |
| Cibc World Market Inc. | 0.00% | Add +2.4% | 5,368 | $519K |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.3% | 5,340 | $516K |
| Calton & Associates, Inc. | 0.07% | Reduce -42.7% | 5,289 | $511K |
| TFR Capital, LLC. | 0.16% | Reduce -16.2% | 5,282 | $511K |
| Beck Capital Management, LLC | 0.12% | Reduce -3.1% | 5,219 | $505K |
| Legacy Private Trust Co. | 0.03% | Reduce -8.3% | 5,215 | $504K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.6% | 5,131 | $496K |
| AE Wealth Management LLC | 0.00% | Add +23.1% | 5,107 | $494K |
| Southland Equity Partners LLC | 0.10% | Reduce -0.2% | 5,085 | $492K |
| Guardian Capital, LLC | 0.47% | Reduce -14.9% | 5,076 | $491K |
| Brighton Jones LLC | 0.01% | New | 5,038 | $487K |
| Stirlingshire Investments, Inc. | 0.42% | Add +3.8% | 5,009 | $484K |
| Patten Group, Inc. | 0.08% | Reduce -22.0% | 4,968 | $480K |
| Smith Thornton Advisors LLC | 0.24% | No change | 4,968 | $480K |
| Anson Capital, Inc. | 0.33% | Reduce -7.4% | 4,950 | $479K |
| First Heartland Consultants, Inc. | 0.04% | Add +2.0% | 4,919 | $476K |
| IMG Wealth Management, Inc. | 0.30% | Reduce -11.4% | 4,891 | $473K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -23.6% | 4,877 | $472K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.7% | 4,824 | $466K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | No change | 4,800 | $464K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -84.5% | 4,770 | $461K |
| CFO4Life Group, LLC | 0.07% | No change | 4,714 | $456K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -4.7% | 4,699 | $454K |
| Fortis Capital Management LLC | 0.06% | No change | 4,666 | $451K |
| RFG Advisory, LLC | 0.01% | Reduce -0.5% | 4,593 | $444K |
| Princeton Global Asset Management LLC | 0.07% | Reduce -5.0% | 4,589 | $444K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 4,555 | $441K |
| Private Trust Co. NA | 0.04% | Reduce -25.7% | 4,539 | $439K |
| Flynn Zito Capital Management, LLC | 0.14% | Add +0.2% | 4,537 | $439K |
| Whelan Financial | 0.13% | No change | 4,474 | $433K |
| Welch & Forbes LLC | 0.01% | Reduce -0.9% | 4,464 | $432K |
| Family Capital Management, Inc. | 0.19% | No change | 4,451 | $430K |
| Atlas Brown,Inc. | 0.13% | Add +0.3% | 4,444 | $430K |
| Landaas & Co. /Wi | 0.09% | No change | 4,400 | $425K |
| Deutsche Bank AG | 0.00% | Add +435.8% | 4,367 | $422K |
| Simplicity Wealth,LLC | 0.02% | Add +24.9% | 4,318 | $418K |
| Intrua Financial, LLC | 0.04% | Reduce -1.7% | 4,309 | $417K |
| Mgo One Seven LLC | 0.01% | Add +26.1% | 4,299 | $416K |
| Gateway Wealth Partners, LLC | 0.02% | Add +92.8% | 4,268 | $413K |
| FAS Wealth Partners, Inc. | 0.03% | Add +11.0% | 4,256 | $412K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -87.9% | 4,293 | $406K |
| First Trust Advisors LP | 0.00% | Add +10.3% | 4,137 | $400K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -8.9% | 4,114 | $398K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 4,111 | $398K |
| Clare Market Investments LLC | 0.08% | — | 4,079 | $394K |
| Stiles Financial Services Inc | 0.12% | No change | 4,060 | $393K |
| Commerce Bank | 0.00% | Add +82.2% | 4,036 | $390K |
| Accelerate Investment Advisors LLC | 0.26% | Reduce -0.5% | 4,026 | $389K |
| IPG Investment Advisors LLC | 0.07% | No change | 3,986 | $385K |
| Willow Financial LLC | 0.39% | No change | 3,985 | $385K |
| Two Sigma Securities, LLC | 0.04% | New | 3,943 | $381K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.5% | 3,942 | $381K |
| Claro Advisors Inc. | 0.05% | No change | 3,941 | $381K |
| 360 Financial, Inc. | 0.11% | Reduce -32.3% | 3,904 | $378K |
| Renaissance Technologies | 0.00% | New | 3,900 | $377K |
| Elmwood Wealth Management, Inc. | 0.10% | Add +38.7% | 3,833 | $371K |
| Advisory Services Network, LLC | 0.00% | Add +1.4% | 3,815 | $369K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 3,803 | $368K |
| Advisors Capital Management, LLC | 0.00% | Reduce -6.5% | 3,799 | $367K |
| True North Advisors, LLC | 0.04% | No change | 3,777 | $365K |
| Winter & Associates, Inc. | 0.32% | Reduce -4.1% | 3,746 | $363K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -39.3% | 3,587 | $359K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +148.2% | 3,695 | $357K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.7% | 3,690 | $357K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $351K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.6% | 3,624 | $350K |
| NFSG Corp | 0.06% | No change | 3,555 | $344K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -36.9% | 3,553 | $344K |
| Trilogy Capital Inc. | 0.02% | Reduce -14.1% | 3,529 | $341K |
| QRG Capital Management, Inc. | 0.00% | Add +11.5% | 3,520 | $340K |
| Fairscale Capital, LLC | 0.23% | Add +4.4% | 3,490 | $337K |
| Aventura Private Wealth, LLC | 0.12% | No change | 3,426 | $331K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 3,366 | $325K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $321K |
| Mosaic Financial Group, LLC | 0.23% | No change | 3,307 | $320K |
| Parallel Advisors, LLC | 0.01% | Add +47.9% | 3,289 | $318K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 3,279 | $317K |
| Westend Capital Management, LLC | 0.10% | No change | 3,277 | $317K |
| Long Island Wealth Management, Inc. | 0.15% | Reduce -81.7% | 3,250 | $314K |
| NavPoint Financial, Inc. | 0.12% | No change | 3,163 | $306K |
| One Capital Management, LLC | 0.01% | No change | 3,143 | $304K |
| Mission Wealth Management, LP | 0.01% | No change | 3,119 | $302K |
| TSG Advice Partners, LLC | 0.04% | No change | 3,105 | $300K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,053 | $295K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 3,050 | $295K |
| Spire Wealth Management | 0.01% | Reduce -6.9% | 3,046 | $295K |
| TD Capital Management LLC | 0.03% | Add +4.5% | 3,039 | $294K |
| Almanack Investment Partners, LLC. | 0.05% | Add +0.1% | 3,033 | $293K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $293K |
| Baron Wealth Management LLC | 0.09% | New | 3,025 | $293K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,923 | $292K |
| Barnett & Company, Inc. | 0.23% | Reduce -1.8% | 2,996 | $290K |
| Pure Financial Advisors, LLC | 0.00% | Add +13.7% | 2,947 | $285K |
| Bay Capital Advisors, LLC | 0.18% | Reduce -5.6% | 2,940 | $284K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.2% | 2,899 | $280K |
| Titleist Asset Management, LLC | 0.02% | Add +2.8% | 2,886 | $279K |
| BNP Paribas Financial Markets | 0.00% | New | 2,883 | $279K |
| Triad Wealth Partners, LLC | 0.02% | Add +0.0% | 2,864 | $277K |
| Tritonpoint Wealth, LLC | 0.03% | Add +0.7% | 2,823 | $273K |
| Piedmont Capital Management, LLC | 0.14% | No change | 2,820 | $273K |
| Choreo, LLC | 0.00% | Reduce -22.1% | 2,820 | $273K |
| Red Mountain Financial, LLC | 0.26% | No change | 2,815 | $272K |
| Clarus Group, Inc. | 0.10% | Reduce -0.3% | 2,805 | $271K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -6.7% | 2,801 | $271K |
| CapWealth Advisors, LLC | 0.02% | No change | 2,786 | $269K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,782 | $269K |
| Madden Advisory Services, Inc. | 0.10% | Reduce -14.2% | 2,754 | $266K |
| Bell Bank | 0.01% | Add +9.8% | 2,734 | $264K |
| Culbertson A N & Co. Inc. | 0.03% | No change | 2,701 | $261K |
| Roble, Belko & Company, Inc | 0.03% | No change | 2,700 | $261K |
| Drive Wealth Management, LLC | 0.05% | Reduce -2.1% | 2,681 | $259K |
| Sterling Investment Counsel, LLC | 0.07% | New | 2,670 | $258K |
| GatePass Capital, LLC | 0.13% | No change | 2,648 | $256K |
| First American Trust, FSB | 0.02% | No change | 2,645 | $256K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.7% | 2,637 | $255K |
| New Insight Wealth Advisors | 0.09% | Reduce -20.4% | 2,635 | $255K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.3% | 2,631 | $254K |
| Asset Dedication, LLC | 0.02% | Reduce -49.4% | 2,625 | $254K |
| Davis R M Inc. | 0.00% | No change | 2,620 | $253K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Add +7.6% | 2,611 | $252K |
| Sensible Money, LLC | 0.08% | No change | 2,589 | $250K |
| Ketron Financial | 0.08% | Reduce -0.2% | 2,447 | $237K |
| Randolph Co Inc | 0.02% | Add +11.5% | 2,440 | $236K |
| Waddell & Associates, LLC | 0.01% | Reduce -2.3% | 2,435 | $235K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,435 | $235K |
| American Financial Advisors, LLC | 0.03% | No change | 2,431 | $235K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | New | 2,422 | $234K |
| Navis Wealth Advisors, LLC | 0.12% | No change | 2,414 | $233K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.0% | 2,413 | $233K |
| Stillwater Wealth Management Group | 0.14% | Add +0.2% | 2,400 | $232K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -2.6% | 2,392 | $231K |
| Savant Capital, LLC | 0.00% | No change | 2,372 | $229K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $229K |
| Emergent Wealth Advisors, LLC | 0.13% | Reduce -9.2% | 2,319 | $224K |
| Roman Butler Fullerton & Co. | 0.06% | No change | 2,271 | $224K |
| First International Bank of Israel Ltd. | 0.07% | Reduce -1.0% | 2,308 | $223K |
| Facet Wealth, Inc. | 0.00% | Reduce -1.8% | 2,307 | $223K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.4% | 2,303 | $223K |
| Saxony Capital Management, LLC | 0.13% | Add +2.5% | 2,257 | $218K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,250 | $218K |
| Kovack Advisors, Inc. | 0.01% | Reduce -70.0% | 2,242 | $216K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,233 | $216K |
| Debussy Capital Management LP | 0.03% | Reduce -5.7% | 2,226 | $215K |
| Traction Financial Partners, LLC | 0.13% | No change | 2,223 | $215K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,200 | $213K |
| GenTrust, LLC | 0.01% | No change | 2,200 | $213K |
| MSH Capital Advisors LLC | 0.04% | Reduce -0.3% | 2,198 | $213K |
| Fisher Asset Management | 0.00% | New | 2,194 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.7% | 2,145 | $207K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -23.6% | 2,121 | $205K |
| LaSalle St. Investment Advisors, LLC | 0.03% | No change | 2,121 | $205K |
| Sonoma Allocations LLC | 0.07% | Reduce -1.2% | 2,125 | $205K |
| Matthew Goff Investment Advisor, LLC | 0.03% | New | 2,115 | $205K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -11.3% | 2,106 | $204K |
| Sei Investments Co. | 0.00% | No change | 2,105 | $204K |
| Alchemi Wealth, LLC | 0.11% | No change | 2,100 | $203K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -33.3% | 2,076 | $201K |
| Future Financial Wealth Managment LLC | 0.13% | Reduce -25.9% | 1,985 | $201K |
| Capital Analysts, LLC | 0.01% | Add +104.9% | 2,057 | $199K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 2,005 | $194K |
| MidFirst Bank | 0.01% | No change | 1,862 | $180K |
| Cheviot Value Management, LLC | 0.02% | No change | 1,851 | $179K |
| Glenmede Trust Co. NA | 0.00% | Add +134.0% | 1,823 | $176K |
| Goodman Advisory Group, LLC | 0.04% | Add +2476.1% | 1,726 | $167K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -0.8% | 1,668 | $161K |
| Key Financial Inc | 0.03% | No change | 1,627 | $157K |
| Ameriflex Group, Inc. | 0.08% | No change | 1,582 | $153K |
| Nalls Sherbakoff Group, LLC | 0.11% | Reduce -31.8% | 1,500 | $145K |
| Hilton Head Capital Partners, LLC | 0.08% | No change | 1,500 | $145K |
| Bard Associates Inc. | 0.04% | Add +4.6% | 1,472 | $142K |
| Hoese & Co LLP | 0.10% | No change | 1,448 | $140K |
| Old Second National Bank of Aurora | 0.03% | No change | 1,400 | $135K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.8% | 1,363 | $132K |
| Avalon Trust Co | 0.01% | New | 1,200 | $116K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $116K |
| Scarborough Advisors, LLC | 0.01% | No change | 1,195 | $116K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,094 | $106K |
| Millstone Evans Group, LLC | 0.06% | No change | 1,093 | $106K |
| First PREMIER Bank | 0.02% | No change | 1,065 | $103K |
| Vanguard Advisers Inc. | 0.00% | — | 1,020 | $99K |
| Crewe Advisors LLC | 0.01% | Reduce -6.9% | 1,011 | $98K |
| Sound Income Strategies, LLC | 0.00% | Add +58.5% | 918 | $89K |
| Bayban | 0.07% | Reduce -24.4% | 860 | $83K |
| EPG Wealth Management LLC | 0.02% | No change | 854 | $83K |
| Minot DeBlois Advisors LLC | 0.07% | New | 850 | $82K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $81K |
| Founders Financial Alliance, LLC | 0.01% | New | 832 | $80K |
| Basso Capital Management, L.P. | 0.05% | Add +207.0% | 829 | $80K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 750 | $73K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $72K |
| Y.D. More Investments Ltd | 0.00% | Add +62.2% | 730 | $70K |
| Signaturefd, LLC | 0.00% | No change | 700 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Add +130.7% | 683 | $66K |
| REAP Financial Group, LLC | 0.01% | Reduce -62.5% | 679 | $66K |
| Rothschild Investment LLC | 0.00% | Reduce -46.0% | 667 | $64K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 660 | $64K |
| Barclays PLC | 0.00% | Reduce -93.2% | 606 | $59K |
| Godsey & Gibb, Inc. | 0.01% | Add +97.7% | 601 | $58K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.7% | 600 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -81.9% | 534 | $52K |
| Hartford Financial Management Inc. | 0.01% | No change | 513 | $50K |
| Collier Financial | 0.04% | Add +0.2% | 507 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 494 | $48K |
| North Star Investment Management Corp. | 0.00% | New | 481 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 458 | $44K |
| Banque Transatlantique SA | 0.00% | No change | 447 | $43K |
| Addison Advisors LLC | 0.01% | No change | 405 | $39K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -10.7% | 402 | $39K |
| Keating Financial Advisory Services, Inc. | 0.01% | New | 400 | $39K |
| Blue Trust, Inc. | 0.00% | Add +86.0% | 398 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 398 | $38K |
| Smartleaf Asset Management LLC | 0.00% | New | 405 | $38K |
| Raffa Wealth Management, LLC | 0.01% | No change | 368 | $36K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 360 | $35K |
| SouthState Bank Corp | 0.00% | Reduce -97.2% | 342 | $33K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 335 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 315 | $30K |
| Pflug Koory, LLC | 0.01% | No change | 313 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.1% | 290 | $28K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $27K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 282 | $27K |
| Trust Co | 0.00% | New | 272 | $26K |
| MBM Wealth Consultants, LLC | 0.01% | New | 262 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 250 | $24K |
| Vision Financial Markets LLC | 0.02% | Reduce -42.0% | 238 | $23K |
| GAMMA Investing LLC | 0.00% | No change | 230 | $22K |
| Rossmore Private Capital | 0.00% | New | 225 | $22K |
| Golden State Wealth Management, LLC | 0.00% | No change | 213 | $21K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -23.5% | 212 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 201 | $19K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $19K |
| Angeles Wealth Management, LLC | 0.00% | No change | 196 | $19K |
| Independence Bank of Kentucky | 0.00% | Reduce -16.2% | 196 | $19K |
| Nemes Rush Group LLC | 0.00% | Reduce -50.5% | 188 | $18K |
| Glassman Wealth Services | 0.00% | Reduce -73.4% | 184 | $18K |
| Intelligent Financial Strategies | 0.01% | Reduce -22.4% | 173 | $17K |
| Avion Wealth | 0.00% | No change | 169 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $16K |
| Keystone Financial Group, Inc. | 0.01% | No change | 150 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 138 | $13K |
| Tidemark, LLC | 0.00% | New | 129 | $12K |
| Abound Wealth Management | 0.00% | New | 125 | $12K |
| Van Eck Associates Corp. | 0.00% | Reduce -15.7% | 129 | $12K |
| Key Capital Management, INC | 0.01% | Reduce -80.0% | 112 | $11K |
| Bessemer Group Inc. | 0.00% | Reduce -31.0% | 100 | $10K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 102 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 94 | $9K |
| Signature Equity Partners, LLC | 0.00% | No change | 93 | $9K |
| IFG Advisory, LLC | 0.02% | New | 89 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $8K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 85 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +55.6% | 84 | $8K |
| Archer Investment Corp | 0.00% | No change | 83 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 75 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 65 | $6K |
| POM Investment Strategies, LLC | 0.01% | New | 56 | $5K |
| Retiremitten Financial LLC | 0.00% | — | 55 | $5K |
| Financial Freedom, LLC | 0.00% | New | 54 | $5K |
| Gleason Group, Inc. | 0.00% | New | 50 | $5K |
| Midway Capital Research & Management | 0.00% | New | 40 | $4K |
| Adkins Seale Capital Management LLC | 0.00% | New | 39 | $4K |
| HM Payson & Co. | 0.00% | No change | 33 | $3K |
| Ballast Advisors LLC | 0.00% | New | 29 | $3K |
| LM Advisors LLC | 0.02% | Add +9.1% | 265 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 18 | $2K |
| Bfsg, LLC | 0.00% | Reduce -33.3% | 16 | $2K |
| Crews Bank & Trust | 0.00% | No change | 16 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 14 | $1K |
| Bullock Wealth Management Group | 0.00% | No change | 13 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 10 | $967 |
| Coastline Trust Co | 0.00% | Reduce -95.7% | 6 | $580 |
| Alerus Financial NA | 0.00% | No change | 5 | $484 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.