Vaneck Morningstar Wide MoatMOATETF
13F holders, Q2 2026 (June 30)732holders +7
46new positions
38sold out
6famous investors
$103.96avg. 13F price*
At the end of Q2 2026, 732 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 7 from Q1 2026. 46 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($595.3M), Bank of America Corp. ($550.1M) and LPL Financial LLC ($543.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $26.8M |
| Exits | 38 | $61.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,452,738 shares bought and 7,353,422 shares sold, net −5,900,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 732 holders
| Morgan Stanley | 0.03% | Reduce -5.1% | 5,726,513 | $595.3M |
| Bank of America Corp. | 0.04% | Reduce -7.7% | 5,291,391 | $550.1M |
| LPL Financial LLC | 0.12% | Reduce -10.4% | 5,225,881 | $543.3M |
| Mesirow Financial Investment Management, Inc. | 4.32% | Reduce -1.0% | 2,647,494 | $275.2M |
| Raymond James Financial Inc. | 0.07% | Reduce -13.0% | 2,333,506 | $242.6M |
| Boulay Financial Advisors, LLC | 22.02% | Add +3.0% | 2,287,619 | $237.8M |
| Wells Fargo & Company | 0.03% | Reduce -9.9% | 1,895,284 | $197.0M |
| Jones Financial Companies LLLP | 0.06% | Reduce -1.3% | 1,360,250 | $140.3M |
| Cetera Investment Advisers | 0.11% | Reduce -0.4% | 1,153,632 | $119.9M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -15.9% | 1,130,118 | $117.5M |
| Southern Farm Bureau Life Insurance | 11.02% | No change | 1,107,967 | $115.2M |
| Provenance Wealth Advisors, LLC | 8.36% | Reduce -2.5% | 844,350 | $87.8M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 843,420 | $87.7M |
| UBS Group AG | 0.01% | Reduce -22.8% | 724,938 | $75.4M |
| Verde Capital Management | 13.28% | Add +4.9% | 690,661 | $71.8M |
| Sfmg, LLC | 4.32% | Add +1.4% | 681,430 | $70.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.2% | 637,255 | $66.3M |
| United Capital Financial Advisors, LLC | 0.35% | Add +0.9% | 617,016 | $64.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -9.1% | 596,667 | $62.0M |
| First Foundation Advisors | 2.22% | Reduce -20.1% | 593,918 | $61.7M |
| Kelman-Lazarov, Inc. | 7.67% | Add +0.3% | 562,820 | $58.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -6.1% | 539,046 | $56.0M |
| Leelyn Smith, LLC | 6.69% | Add +3.5% | 529,240 | $55.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.3% | 528,915 | $55.0M |
| Harbor Group, Inc. | 6.12% | Add +3.4% | 500,928 | $52.1M |
| Regatta Capital Group, LLC | 6.68% | Reduce -0.9% | 477,919 | $49.7M |
| Cahill Financial Advisors Inc. | 4.75% | Reduce -0.6% | 476,253 | $49.5M |
| Apriem Advisors | 4.26% | Reduce -12.7% | 473,733 | $49.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.8% | 465,552 | $48.4M |
| Whitaker-Myers Wealth Managers, LTD. | 7.48% | Add +6.2% | 430,701 | $44.8M |
| Ancora Advisors LLC | 0.83% | Add +6.0% | 414,625 | $43.1M |
| G2 Capital Management, LLC / Oh | 9.37% | Add +2.2% | 413,518 | $43.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.3% | 410,179 | $42.6M |
| Summit Asset Management, LLC | 5.21% | Add +1.1% | 391,235 | $40.7M |
| Stephens Inc. | 0.42% | Reduce -0.7% | 361,144 | $37.5M |
| Cerity Partners LLC | 0.04% | Reduce -1.6% | 345,579 | $35.9M |
| JNBA Financial Advisors | 2.67% | Reduce -5.3% | 338,932 | $35.2M |
| Assetmark, Inc. | 0.06% | Add +14.7% | 326,978 | $34.0M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.0% | 309,771 | $32.2M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -4.1% | 305,588 | $31.8M |
| Planned Solutions, Inc. | 8.64% | Reduce -0.9% | 288,767 | $30.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +69.4% | 288,598 | $30.0M |
| Integrated Wealth Concepts LLC | 0.20% | Add +16.9% | 288,074 | $29.9M |
| Level Four Advisory Services, LLC | 0.83% | Add +1.5% | 283,812 | $29.5M |
| NewEdge Advisors, LLC | 0.09% | Add +2.9% | 279,802 | $29.1M |
| Buttonwood Financial Advisors Inc. | 8.58% | Reduce -1.1% | 271,209 | $28.2M |
| Stifel Financial Corp. | 0.02% | Reduce -17.7% | 265,937 | $27.6M |
| Brookstone Capital Management | 0.27% | Reduce -3.4% | 260,797 | $27.1M |
| Geneos Wealth Management Inc. | 0.55% | Add +1.9% | 257,808 | $26.8M |
| Ethos Financial Group, LLC | 1.78% | Add +21.1% | 246,848 | $26.6M |
| Private Advisor Group, LLC | 0.12% | Reduce -32.6% | 255,291 | $26.5M |
| Ceera Investments, LLC | 10.73% | Reduce -38.1% | 243,555 | $25.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -12.2% | 249,867 | $25.0M |
| Wealthcare Advisory Partners LLC | 0.43% | Add +0.5% | 220,424 | $22.9M |
| KRM Wealth Management L.L.C. | 10.07% | Add +6.7% | 220,050 | $22.9M |
| Creative Planning | 0.01% | Reduce -8.0% | 213,905 | $22.2M |
| Berkshire Money Management, Inc. | 2.03% | Reduce -0.6% | 213,872 | $22.2M |
| Harbour Trust & Investment Management Co | 2.08% | Add +1.9% | 207,803 | $21.6M |
| MML Investors Services, LLC | 0.04% | Add +5.1% | 204,171 | $21.2M |
| Altus Wealth Group LLC | 7.40% | Add +0.5% | 197,070 | $20.5M |
| James J. Burns & Company, LLC | 2.19% | Add +6.6% | 194,610 | $20.2M |
| Prospera Financial Services Inc | 0.29% | Reduce -6.5% | 192,356 | $20.0M |
| Etesian Wealth Advisors, Inc. | 5.73% | Reduce -5.0% | 186,600 | $19.4M |
| Graver Capital Management, LLC | 13.79% | Reduce -2.8% | 186,152 | $19.4M |
| Summit Financial, LLC | 0.21% | Reduce -15.9% | 181,107 | $18.8M |
| JPMorgan Chase & Co. | 0.00% | Add +38.0% | 180,743 | $18.7M |
| Beaumont Asset Management, L.L.C. | 7.24% | Reduce -3.9% | 179,283 | $18.6M |
| New England Private Wealth Advisors LLC | 1.66% | Reduce -4.8% | 163,882 | $17.1M |
| MAI Capital Management | 0.06% | Reduce -3.1% | 159,278 | $16.6M |
| Cabot Wealth Management Inc. | 1.67% | Add +67.6% | 157,363 | $16.4M |
| Corient Private Wealth LP | 0.02% | Add +131.6% | 155,588 | $16.2M |
| IFP Advisors, Inc | 0.29% | Add +4.3% | 152,692 | $15.9M |
| HBW Advisory Services LLC | 1.41% | Add +1.0% | 149,886 | $15.6M |
| Citigroup Inc. | 0.01% | Reduce -8.6% | 145,158 | $15.1M |
| Financial Management Network Inc. | 2.16% | Reduce -70.0% | 141,620 | $15.0M |
| Mariner, LLC | 0.02% | Reduce -48.9% | 142,289 | $14.8M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.2% | 140,741 | $14.6M |
| DAVENPORT & Co LLC | 0.07% | Reduce -2.6% | 140,567 | $14.6M |
| Visionary Wealth Advisors | 0.57% | Reduce -32.2% | 139,301 | $14.5M |
| Baird Financial Group, Inc. | 0.02% | Add +0.5% | 138,403 | $14.4M |
| Joseph Group Capital Management | 3.01% | Add +0.9% | 137,649 | $14.3M |
| Tanager Wealth Management LLP | 1.21% | Reduce -10.3% | 134,068 | $13.9M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Add +8.1% | 133,988 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +1.9% | 133,862 | $13.9M |
| Family Office Research LLC | 5.22% | Reduce -0.5% | 133,838 | $13.9M |
| AlphaCore Capital LLC | 0.25% | No change | 130,752 | $13.6M |
| Napier Financial, LLC | 2.72% | Add +0.7% | 125,479 | $13.0M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -1.9% | 124,468 | $12.9M |
| &partners | 0.05% | Reduce -2.5% | 123,665 | $12.9M |
| Unique Wealth Strategies, LLC | 4.67% | Add +5.1% | 123,130 | $12.8M |
| Independent Financial Group, LLC | 0.24% | Reduce -3.2% | 122,445 | $12.7M |
| Fermata Advisors, LLC | 2.57% | Reduce -1.5% | 122,411 | $12.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -49.9% | 118,099 | $12.3M |
| Financial Solutions Advisory Group, Inc. | 1.50% | Add +1.0% | 112,420 | $11.9M |
| 46 Peaks LLC | 7.46% | Add +18.2% | 114,115 | $11.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -1.4% | 113,379 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -21.8% | 110,493 | $11.5M |
| Mission Wealth Management, LP | 0.14% | Add +3315.3% | 106,524 | $11.1M |
| Boyce & Associates Wealth Consulting, Inc. | 7.57% | Add +2.4% | 105,069 | $10.9M |
| Goldstone Financial Group, LLC | 0.99% | Reduce -20.4% | 103,893 | $10.8M |
| Ferguson Shapiro LLC | 3.18% | Add +9.3% | 103,385 | $10.7M |
| Howard Financial Services, LTD. | 1.01% | Reduce -8.8% | 97,692 | $10.2M |
| Tudor Investment Corporation | 0.04% | New | 97,185 | $10.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.3% | 95,890 | $10.0M |
| Philadelphia Investment Partners, LLC | 6.20% | Add +5.1% | 95,787 | $10.0M |
| Richmond Investment Services, LLC | 3.14% | Reduce -68.5% | 95,348 | $9.9M |
| Farrow Financial, Inc. | 5.27% | Reduce -9.2% | 94,997 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.2% | 93,829 | $9.8M |
| Aspen Wealth Strategies, LLC | 4.70% | Reduce -4.8% | 93,536 | $9.7M |
| Boston Family Office LLC | 0.57% | Add +34.5% | 90,357 | $9.4M |
| Activest Wealth Management | 1.80% | Reduce -55.0% | 89,652 | $9.3M |
| TPG Advisors LLC | 4.69% | Add +3.5% | 82,272 | $8.6M |
| Pursue Wealth Partners LLC | 4.77% | Reduce -6.8% | 81,967 | $8.5M |
| Foundations Investment Advisors, LLC | 0.09% | Add +8.0% | 81,772 | $8.5M |
| EnRich Financial Partners LLC | 2.00% | Reduce -4.6% | 81,138 | $8.4M |
| Philip James Wealth Mangement, LLC | 0.96% | Reduce -2.5% | 79,605 | $8.3M |
| Onyx Bridge Wealth Group LLC | 0.74% | Reduce -1.5% | 79,470 | $8.3M |
| Beaumont Financial Advisors, LLC | 0.51% | Reduce -3.2% | 77,701 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -64.2% | 76,461 | $7.9M |
| Copley Financial Group, Inc. | 4.74% | Add +2.0% | 75,328 | $7.8M |
| Employees' Retirement Fund of the City of Fort Worth | 2.79% | Reduce -30.5% | 75,074 | $7.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -72.0% | 74,490 | $7.7M |
| Sigma Planning Corp | 0.19% | Add +1.8% | 73,341 | $7.6M |
| Boomfish Wealth Group, LLC | 3.41% | Reduce -1.9% | 71,995 | $7.5M |
| American National Bank of Texas | 6.79% | Add +1.3% | 71,601 | $7.4M |
| Allworth Financial LP | 0.03% | Reduce -4.3% | 71,225 | $7.4M |
| Focus Partners Wealth | 0.01% | Reduce -23.4% | 71,105 | $7.4M |
| Mengis Capital Management, Inc. | 1.10% | Add +3.0% | 69,347 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +29.1% | 68,361 | $7.1M |
| Tulsa Wealth Advisors, INC | 0.98% | Add +1.8% | 67,247 | $7.0M |
| Roundview Capital LLC | 0.37% | Reduce -5.1% | 65,489 | $6.8M |
| Darrow Company, Inc. | 2.58% | Reduce -8.7% | 64,077 | $6.7M |
| Guilbault Capital LLC | 6.66% | Reduce -5.1% | 63,784 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -71.5% | 62,845 | $6.5M |
| VestGen Advisors, LLC | 0.19% | Reduce -35.0% | 62,675 | $6.5M |
| Midwest Financial Group LLC | 2.26% | Add +7.5% | 61,996 | $6.4M |
| Eubel Brady & Suttman Asset Management Inc. | 0.81% | Add +3.9% | 61,068 | $6.3M |
| Paller Financial Services Inc | 4.74% | Reduce -14.0% | 61,000 | $6.3M |
| Selby Wealth Management, LLC | 2.24% | Add +0.2% | 60,820 | $6.3M |
| Citadel Advisors | 0.00% | Reduce -34.4% | 60,037 | $6.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.6% | 57,451 | $6.0M |
| Allen Capital Group, LLC | 0.49% | Reduce -2.7% | 57,372 | $6.0M |
| Modern Wealth Management, LLC | 0.07% | Add +14.8% | 56,864 | $5.9M |
| StoneX Group Inc. | 0.23% | Add +25.1% | 55,591 | $5.8M |
| Cornerstone Advisory, LLC | 0.47% | Reduce -6.8% | 54,482 | $5.7M |
| AQR Capital Management | 0.00% | Reduce -4.2% | 53,981 | $5.6M |
| Tacita Capital Inc | 3.02% | Reduce -7.0% | 53,516 | $5.6M |
| Betterment LLC | 0.01% | Add +3.9% | 53,446 | $5.6M |
| Sunpointe, LLC | 1.53% | Reduce -1.6% | 51,807 | $5.4M |
| Argent Trust Co | 0.16% | Reduce -11.2% | 51,732 | $5.4M |
| Fortune Financial Advisors, LLC | 2.25% | Reduce -7.4% | 50,608 | $5.3M |
| MCF Advisors LLC | 0.18% | Reduce -40.5% | 49,362 | $5.1M |
| Tranquility Partners, LLC | 1.76% | Reduce -5.7% | 49,127 | $5.1M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -7.6% | 49,057 | $5.1M |
| Smith, Moore & Co. | 0.33% | Add +0.8% | 48,556 | $5.0M |
| FMR LLC | 0.00% | Add +2.8% | 47,904 | $5.0M |
| Moneco Advisors, LLC | 0.29% | Add +14.3% | 46,039 | $4.8M |
| Centaurus Financial, Inc. | 0.19% | Reduce -0.9% | 46,041 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -8.4% | 45,920 | $4.8M |
| Fifth Third Bancorp | 0.01% | Reduce -2.6% | 45,670 | $4.7M |
| Farrell Financial LLC | 2.53% | Reduce -4.2% | 44,974 | $4.7M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -9.0% | 44,423 | $4.6M |
| Principal Securities, Inc. | 0.06% | Add +2.7% | 44,333 | $4.6M |
| Opal Wealth Advisors, LLC | 0.99% | Add +3.5% | 43,919 | $4.6M |
| Rehmann Capital Advisory Group | 0.21% | Reduce -2.0% | 43,667 | $4.5M |
| WealthPlan Investment Management, LLC | 0.22% | Reduce -22.5% | 43,032 | $4.5M |
| Turning Point Benefit Group, Inc. | 1.90% | Add +261.8% | 42,184 | $4.4M |
| Flagstar Securities, Inc. | 1.33% | Add +0.5% | 42,338 | $4.4M |
| Ayalon Insurance Comp Ltd. | 0.54% | No change | 42,115 | $4.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -4.6% | 41,857 | $4.4M |
| William John Sempolinski | 1.74% | Reduce -2.3% | 41,469 | $4.3M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -9.8% | 41,296 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -11.4% | 41,218 | $4.3M |
| Paragon Advisors, LLC | 0.89% | Add +6.7% | 40,834 | $4.2M |
| Atlas Wealth LLC | 0.68% | Reduce -2.1% | 40,526 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -66.7% | 40,000 | $4.2M |
| Acorn Wealth Advisors, LLC | 1.01% | Reduce -55.3% | 39,934 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +4.1% | 39,847 | $4.1M |
| Avalon Capital Management | 0.97% | Add +0.1% | 39,572 | $4.1M |
| Jacksonville Wealth Management, LLC | 2.29% | Add +9.5% | 39,012 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Reduce -3.3% | 38,025 | $4.0M |
| Tompkins Financial Corp. | 0.28% | Reduce -3.0% | 37,950 | $3.9M |
| Flow Traders U.S. LLC | 0.16% | Reduce -17.8% | 37,788 | $3.9M |
| Natixis Advisors, LLC | 0.00% | Add +37.3% | 37,665 | $3.9M |
| Lido Advisors, LLC | 0.01% | Reduce -5.4% | 37,542 | $3.9M |
| Cutler Capital Management, LLC | 1.23% | Add +2.0% | 37,508 | $3.9M |
| Quantinno Capital Management LP | 0.00% | Add +23.4% | 37,379 | $3.9M |
| Sterling Investment Advisors, Ltd. | 0.64% | Reduce -18.1% | 36,574 | $3.8M |
| Money Concepts Capital Corp. | 0.17% | Reduce -8.5% | 36,116 | $3.8M |
| Commerce Advisors, LLC | 2.03% | Reduce -1.0% | 36,007 | $3.7M |
| Stonebridge Financial Planning Group, LLC | 1.18% | Reduce -10.8% | 35,678 | $3.7M |
| Lunt Capital Management, Inc. | 1.35% | Reduce -0.5% | 35,507 | $3.7M |
| RDA Financial Network | 0.80% | Add +0.4% | 35,413 | $3.7M |
| PSI Advisors, LLC | 0.85% | Reduce -20.2% | 35,398 | $3.7M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -24.1% | 35,202 | $3.7M |
| Magnolia Capital Advisors LLC | 0.62% | Reduce -8.8% | 34,623 | $3.6M |
| Trajan Wealth LLC | 0.13% | Add +1.6% | 34,326 | $3.6M |
| Roberts Glore & Co. Inc. | 0.87% | Reduce -25.6% | 33,751 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Reduce -12.8% | 33,621 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -8.8% | 33,590 | $3.5M |
| Arax Advisory Partners | 0.02% | Add +60.3% | 33,588 | $3.5M |
| Rose Capital Advisors LLC | 1.87% | — | 33,493 | $3.5M |
| Darwin Wealth Management, LLC | 0.95% | Add +6.0% | 33,466 | $3.5M |
| BXM Wealth LLC | 1.87% | Add +10.5% | 33,055 | $3.4M |
| IRON Financial LLC | 1.42% | Reduce -2.3% | 33,041 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.6% | 33,033 | $3.4M |
| GTS Securities LLC | 0.07% | Reduce -28.5% | 32,816 | $3.4M |
| XTX Topco Ltd | 0.04% | Add +291.5% | 32,398 | $3.4M |
| Patton Albertson Miller Group, LLC | 0.33% | Reduce -26.4% | 32,142 | $3.3M |
| Financial Partners Group, Inc | 0.34% | Reduce -17.6% | 32,106 | $3.3M |
| Tactive Advisors, LLC | 0.81% | Add +1.4% | 31,525 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -5.4% | 31,310 | $3.3M |
| Panoramic Investment Advisors, LLC | 1.56% | Reduce -1.3% | 31,275 | $3.3M |
| Global Retirement Partners, LLC | 0.05% | — | 31,207 | $3.2M |
| Laurel Wealth Planning LLC | 1.41% | Reduce -52.2% | 30,622 | $3.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +11.2% | 30,276 | $3.1M |
| Flputnam Investment Management Co. | 0.04% | Reduce -23.3% | 30,234 | $3.1M |
| Compound Planning, Inc. | 0.08% | Add +2.2% | 29,775 | $3.1M |
| Victory Financial Group, LLC | 0.32% | Reduce -15.1% | 29,733 | $3.1M |
| Obermeyer Wealth Partners | 0.13% | Reduce -36.2% | 29,714 | $3.1M |
| Tme Financial, Inc. | 1.89% | Reduce -57.2% | 29,449 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +8.6% | 29,283 | $3.0M |
| Stonebridge Financial Group, LLC / MO | 2.02% | Reduce -6.1% | 29,229 | $3.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +12.0% | 29,026 | $3.0M |
| Creekside Partners | 1.06% | Add +0.5% | 28,247 | $2.9M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.8% | 27,873 | $2.9M |
| Lionsbridge Wealth Management LLC | 2.80% | Reduce -5.2% | 27,493 | $2.9M |
| XML Financial, LLC | 0.20% | Reduce -2.5% | 26,996 | $2.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +76.8% | 26,652 | $2.8M |
| Plotkin Financial Advisors, LLC | 1.14% | Reduce -1.9% | 26,444 | $2.7M |
| Integrated Advisors Network LLC | 0.13% | Reduce -15.8% | 26,351 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -88.9% | 26,056 | $2.7M |
| L & S Advisors Inc | 0.27% | Add +1.3% | 25,392 | $2.6M |
| Asset One Wealth Management LLC | 0.28% | Reduce -9.4% | 24,851 | $2.6M |
| Goepper Burkhardt LLC | 0.79% | Reduce -41.0% | 25,352 | $2.6M |
| Cross Staff Investments Inc | 1.48% | Add +0.0% | 25,233 | $2.6M |
| Vantage Point Financial LLC | 0.80% | Reduce -6.5% | 25,214 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 25,096 | $2.6M |
| YHB Investment Advisors, Inc. | 0.16% | Reduce -19.1% | 24,434 | $2.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.78% | Add +11.1% | 24,413 | $2.5M |
| Triumph Capital Management | 0.46% | Add +2.3% | 24,326 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -7.1% | 24,145 | $2.5M |
| Westshore Wealth, LLC | 0.77% | Reduce -8.2% | 23,929 | $2.5M |
| Wealthfront Advisers LLC | 0.00% | Add +5.3% | 23,741 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +194.4% | 23,582 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +9.1% | 23,470 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.7% | 23,441 | $2.4M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -1.2% | 23,225 | $2.4M |
| First Financial Group Corp | 1.73% | Add +0.8% | 23,042 | $2.4M |
| HHM Wealth Advisors, LLC | 0.24% | Reduce -1.0% | 22,761 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +29.4% | 22,523 | $2.3M |
| Fca Corp. | 0.57% | Add +5.6% | 22,114 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +9.9% | 22,064 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.9% | 21,947 | $2.3M |
| Stillwater Private Wealth, LLC | 1.48% | Reduce -43.2% | 20,161 | $2.3M |
| Element Squared LLC | 1.13% | Reduce -2.6% | 21,775 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Add +1.5% | 21,709 | $2.3M |
| Point72 Asset Management | 0.00% | Reduce -35.9% | 21,666 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.60% | Reduce -2.6% | 21,406 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.1% | 21,179 | $2.2M |
| Wealth Enhancement Trust Services, Inc. | 0.24% | Reduce -2.3% | 21,001 | $2.2M |
| Cookson Peirce & Co. Inc. | 0.07% | Reduce -3.4% | 20,965 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.2% | 20,586 | $2.1M |
| WealthPLAN Partners, LLC | 0.41% | Reduce -36.1% | 20,550 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 20,483 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -9.3% | 20,332 | $2.1M |
| XY Planning Network, Inc. | 0.26% | Reduce -4.4% | 20,299 | $2.1M |
| Inspire Advisors, LLC | 0.14% | Reduce -1.6% | 19,777 | $2.1M |
| Cascade Financial Partners, LLC | 0.18% | No change | 19,535 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -6.9% | 19,147 | $2.0M |
| Donaldson Capital Management, LLC | 0.06% | New | 18,908 | $2.0M |
| Hilltop Holdings Inc. | 0.16% | Reduce -5.4% | 18,898 | $2.0M |
| Provident Wealth Management, LLC | 0.50% | Reduce -4.5% | 18,723 | $1.9M |
| Foguth Wealth Management, LLC. | 0.22% | Reduce -12.5% | 18,254 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.17% | Add +0.7% | 18,488 | $1.9M |
| Arq Wealth Advisors, LLC | 0.23% | Add +12.8% | 18,115 | $1.9M |
| Endowment Wealth Management, Inc. | 0.72% | Add +8.1% | 17,871 | $1.9M |
| Apollon Wealth Management, LLC | 0.02% | New | 17,592 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Reduce -32.2% | 17,501 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.3% | 17,190 | $1.8M |
| Bluespring Wealth Management, LLC | 0.03% | New | 16,875 | $1.8M |
| M3 Advisory Group, LLC | 0.90% | Add +6.2% | 16,624 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.22% | Reduce -0.6% | 16,042 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.5% | 16,202 | $1.7M |
| SageView Advisory Group, LLC | 0.05% | Reduce -2.7% | 15,999 | $1.7M |
| SHP Wealth Management | 0.11% | Reduce -27.0% | 15,832 | $1.6M |
| Schorn Wealth LLC | 0.42% | Reduce -3.7% | 15,616 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -14.5% | 15,606 | $1.6M |
| Sierra Ocean, LLC | 1.12% | Reduce -4.8% | 15,505 | $1.6M |
| Berger Financial Group, Inc | 0.08% | Reduce -0.2% | 15,481 | $1.6M |
| Wolff Wiese Magana LLC | 0.74% | Add +4.6% | 15,455 | $1.6M |
| Fortis Group Advisors, LLC | 0.26% | New | 15,369 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | No change | 15,143 | $1.6M |
| Kintra Wealth, LLC | 0.08% | Reduce -68.0% | 13,737 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -3.5% | 15,042 | $1.6M |
| Dumont & Blake Investment Advisors LLC | 0.35% | Reduce -1.0% | 15,013 | $1.6M |
| MADDEN SECURITIES Corp | 0.43% | No change | 15,000 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -3.6% | 16,098 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +10.4% | 14,710 | $1.6M |
| PKS Advisory Services, LLC | 0.24% | Add +2.0% | 14,757 | $1.5M |
| Mendel Money Management | 0.55% | Add +13.0% | 14,554 | $1.5M |
| Rollins Financial Advisors, LLC | 0.20% | Reduce -0.7% | 14,497 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -4.3% | 14,478 | $1.5M |
| RCW Management, LLC | 1.33% | Reduce -7.1% | 14,233 | $1.5M |
| Legacy Solutions, LLC | 1.18% | Reduce -70.1% | 14,040 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -7.4% | 13,579 | $1.4M |
| Winebrenner Capital Management LLC | 0.86% | Reduce -1.6% | 13,579 | $1.4M |
| Pioneer Family Office, LLC | 0.72% | No change | 13,475 | $1.4M |
| Soundwatch Capital LLC | 0.15% | Add +0.6% | 13,424 | $1.4M |
| Peck Wealth Management, LLC | 1.17% | No change | 13,344 | $1.4M |
| Defined Wealth Management, LLC | 0.71% | Reduce -3.4% | 13,272 | $1.4M |
| Rothschild Wealth LLC | 0.11% | Add +2.9% | 13,161 | $1.4M |
| Rhodes Investment Advisors Inc. | 1.00% | Reduce -4.0% | 13,102 | $1.4M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -0.8% | 13,052 | $1.4M |
| Rik Saylor Financial, Inc. | 0.89% | Reduce -3.6% | 12,920 | $1.3M |
| Echo45 Advisors LLC | 0.68% | Add +8.4% | 12,663 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -26.7% | 12,568 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 12,295 | $1.3M |
| Kinetic Wealth Investment Advisors LLC | 0.61% | — | 12,418 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Reduce -7.6% | 12,405 | $1.3M |
| Elevation Capital Advisory, LLC | 0.49% | Reduce -77.7% | 12,290 | $1.3M |
| Balance Wealth Partners LLC | 0.34% | Reduce -6.1% | 12,179 | $1.3M |
| Bawa N Mallick Trust | 0.40% | Add +9.2% | 12,013 | $1.2M |
| AlphaStar Capital Management, LLC | 0.08% | Add +9.6% | 11,799 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Reduce -12.4% | 11,778 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -0.8% | 11,734 | $1.2M |
| TD Private Client Wealth LLC | 0.02% | Reduce -17.8% | 11,682 | $1.2M |
| Advyzon Investment Management, LLC | 0.09% | Reduce -4.3% | 11,634 | $1.2M |
| Uptick Partners, LLC | 0.19% | Reduce -7.8% | 11,502 | $1.2M |
| Fiduciary Financial Group, LLC | 0.14% | Reduce -0.0% | 11,457 | $1.2M |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -3.0% | 11,356 | $1.2M |
| Vise Technologies, Inc. | 0.01% | New | 11,327 | $1.2M |
| Warner Financial, Inc. | 0.34% | Reduce -0.6% | 11,238 | $1.2M |
| Heck Capital Advisors, LLC | 0.07% | No change | 11,189 | $1.2M |
| Compass Advisory Group LLC | 0.27% | No change | 11,025 | $1.1M |
| Cornerstone Financial Group, LLC | 0.71% | No change | 11,019 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.30% | Reduce -6.4% | 10,798 | $1.1M |
| Crux Wealth Advisors | 0.39% | Reduce -5.3% | 10,731 | $1.1M |
| Keystone Financial Group | 0.07% | Reduce -0.2% | 10,621 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -13.5% | 10,409 | $1.1M |
| Principle Wealth Partners LLC | 0.05% | Reduce -2.3% | 10,128 | $1.1M |
| S.E.E.D. Planning Group LLC | 0.28% | Reduce -33.9% | 10,118 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.24% | Add +0.9% | 10,058 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +41.5% | 10,053 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -28.3% | 9,942 | $1.0M |
| KPP Advisory Services LLC | 0.13% | No change | 9,849 | $1.0M |
| Whipplewood Advisors, LLC | 0.68% | Reduce -7.0% | 9,736 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -13.0% | 9,706 | $1.0M |
| PFG Investments, LLC | 0.04% | Reduce -15.1% | 9,681 | $1.0M |
| Root Financial Partners, LLC | 0.04% | Reduce -1.2% | 9,679 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -86.6% | 9,651 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.20% | Reduce -37.7% | 9,632 | $1.0M |
| BCS Wealth Management | 0.18% | Reduce -5.7% | 9,605 | $999K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.8% | 9,566 | $995K |
| Wimmer Associates 1, LLC | 0.45% | Reduce -85.0% | 9,556 | $993K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -2.4% | 9,540 | $992K |
| Castle Rock Wealth Management, LLC | 0.19% | Reduce -5.3% | 9,349 | $983K |
| Ascent Advisors, LLC | 1.12% | New | 9,202 | $968K |
| Parkway Wealth Management Group, LLC | 0.11% | Reduce -2.2% | 9,255 | $962K |
| Auxano Advisors, LLC | 0.18% | Add +13.8% | 9,250 | $962K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.0% | 9,239 | $960K |
| Hunter Perkins Capital Management, LLC | 0.21% | Add +7.2% | 9,190 | $955K |
| FWG Holdings, LLC | 0.33% | Reduce -89.4% | 9,094 | $952K |
| Phraction Management LLC | 0.24% | No change | 9,095 | $946K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -30.9% | 9,026 | $938K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -50.5% | 9,006 | $936K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -36.1% | 8,957 | $931K |
| Essex Financial Services, Inc. | 0.05% | Reduce -16.6% | 8,868 | $922K |
| Kaydan Wealth Management, Inc. | 0.28% | No change | 8,808 | $916K |
| Cozad Asset Management Inc. | 0.06% | Reduce -23.9% | 8,771 | $912K |
| Peak Financial Advisors LLC | 0.38% | Reduce -8.4% | 8,740 | $909K |
| Insigneo Advisory Services, LLC | 0.03% | New | 8,706 | $905K |
| Meitav Investment House Ltd. | 0.01% | No change | 8,742 | $900K |
| Smart Money Group LLC | 0.23% | Reduce -1.5% | 8,650 | $899K |
| SK Wealth Management, LLC | 0.20% | Reduce -19.3% | 7,897 | $893K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.23% | Reduce -58.8% | 8,535 | $887K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Reduce -1.4% | 8,427 | $876K |
| PFG Advisors | 0.04% | Add +17.0% | 8,359 | $869K |
| Swmg, LLC | 0.20% | Add +2.1% | 8,208 | $868K |
| Ascension Capital Advisors, Inc. | 0.24% | Reduce -0.7% | 8,304 | $863K |
| First Community Trust NA | 0.39% | No change | 8,242 | $857K |
| COFG Advisors, LLC | 0.14% | No change | 8,011 | $833K |
| Walled Lake Planning & Wealth Management, LLC | 0.21% | Add +4.8% | 7,934 | $825K |
| Realta Investment Advisors | 0.25% | Reduce -62.8% | 7,852 | $816K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -2.1% | 7,834 | $814K |
| Anchor Investment Management, LLC | 0.06% | Reduce -4.7% | 7,569 | $787K |
| Keybank National Association | 0.00% | Add +26.6% | 7,537 | $784K |
| PCG Wealth Advisors, LLC | 0.17% | Reduce -10.7% | 7,411 | $770K |
| Arkadios Wealth Advisors | 0.01% | Add +1.5% | 7,318 | $761K |
| Samalin Investment Counsel, LLC | 0.24% | Reduce -5.9% | 7,235 | $752K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 7,107 | $739K |
| Regal Investment Advisors LLC | 0.04% | Reduce -9.8% | 7,069 | $735K |
| Oliver Luxxe Assets LLC | 0.11% | Reduce -3.8% | 7,048 | $733K |
| Larson Financial Group LLC | 0.02% | Reduce -5.1% | 7,010 | $729K |
| OakTrust Wealth Advisors, LLC | 0.62% | Add +0.0% | 6,960 | $724K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Add +246.9% | 6,955 | $723K |
| BIP Wealth, LLC | 0.02% | No change | 6,903 | $718K |
| Byrne Financial Freedom, LLC | 0.28% | Reduce -5.0% | 6,879 | $715K |
| Valued Retirements, Inc. | 0.64% | Reduce -8.8% | 6,865 | $714K |
| John W. Brooker & Co., CPAs | 0.86% | Reduce -18.5% | 6,845 | $712K |
| Trademark Financial Management, LLC | 0.29% | Reduce -15.4% | 6,816 | $709K |
| United Advisor Group, LLC | 0.07% | Reduce -4.5% | 6,788 | $706K |
| Beckerman Institutional, LLC | 0.34% | Reduce -3.5% | 6,773 | $704K |
| Bank of Montreal | 0.00% | Add +17.2% | 6,671 | $694K |
| 1620 Investment Advisors, Inc. | 0.43% | Reduce -24.1% | 6,611 | $687K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -4.1% | 6,609 | $687K |
| Indivisible Partners | 0.04% | No change | 6,602 | $686K |
| Kapstone Financial Advisors LLC | 0.28% | Reduce -0.1% | 6,547 | $681K |
| Autumn Glory Partners, LLC | 0.19% | No change | 6,540 | $680K |
| BlackRock, Inc. | 0.00% | Add +19.0% | 6,535 | $679K |
| LexAurum Advisors, LLC | 0.08% | Reduce -64.9% | 6,485 | $674K |
| Johnson Investment Counsel Inc. | 0.00% | Add +64.3% | 6,477 | $673K |
| Strategic Wealth Partners, Ltd. | 0.04% | No change | 6,464 | $672K |
| Marshall Financial Group, LLC | 0.10% | Reduce -16.1% | 6,454 | $671K |
| Waldron Private Wealth LLC | 0.02% | Reduce -7.2% | 6,409 | $666K |
| Moors & Cabot, Inc. | 0.03% | Add +3.0% | 6,402 | $666K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.2% | 6,319 | $657K |
| ProVise Management Group, LLC | 0.04% | Reduce -1.6% | 6,281 | $653K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | No change | 6,251 | $650K |
| Van Den Berg Management I, Inc. | 0.14% | Reduce -6.8% | 6,181 | $643K |
| Calton & Associates, Inc. | 0.09% | Add +15.0% | 6,084 | $632K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -10.6% | 6,023 | $626K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -39.4% | 6,022 | $626K |
| Sax Wealth Advisors, LLC | 0.03% | Add +5.5% | 6,455 | $624K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -20.9% | 6,000 | $624K |
| Northern Trust Corp. | 0.00% | No change | 5,996 | $623K |
| Novare Capital Management LLC | 0.04% | Reduce -18.7% | 5,963 | $620K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -13.5% | 5,944 | $618K |
| Dash Acquisitions Inc. | 0.12% | No change | 5,329 | $602K |
| Resurgent Financial Advisors LLC | 0.17% | Reduce -5.0% | 5,729 | $596K |
| Integrity Alliance, Llc. | 0.02% | Reduce -14.8% | 5,693 | $592K |
| Wilkerson Advisory Group LLC | 0.18% | Reduce -0.0% | 5,662 | $589K |
| Blossom Wealth Management | 0.83% | Add +3.1% | 5,662 | $589K |
| Deutsche Bank AG | 0.00% | Add +27.5% | 5,567 | $579K |
| Glassy Mountain Advisors, Inc. | 0.16% | Add +0.9% | 5,513 | $573K |
| Gotham Asset Management | 0.00% | No change | 5,509 | $573K |
| Western Pacific Wealth Management, LP | 0.52% | Reduce -21.4% | 5,506 | $572K |
| Vision Capital Management, Inc. | 0.06% | No change | 5,453 | $567K |
| US Bancorp \de | 0.00% | Reduce -19.3% | 5,397 | $561K |
| Dorato Capital Management | 0.38% | Reduce -2.1% | 5,255 | $558K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,340 | $555K |
| Lotus Asset Management LLC | 0.49% | — | 5,301 | $551K |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 5,283 | $549K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +42.8% | 5,270 | $548K |
| Beck Capital Management, LLC | 0.10% | Add +0.1% | 5,226 | $543K |
| Southland Equity Partners LLC | 0.10% | Add +2.6% | 5,220 | $543K |
| Legacy Private Trust Co. | 0.03% | No change | 5,215 | $542K |
| TFR Capital, LLC. | 0.15% | Reduce -1.7% | 5,192 | $540K |
| ATX Financial Planning, LLC | 0.35% | Reduce -26.1% | 5,138 | $534K |
| Smith Thornton Advisors LLC | 0.23% | No change | 4,968 | $529K |
| Merkkuri Wealth Advisors LLC | 0.33% | Reduce -9.8% | 5,081 | $528K |
| Oak Barrel Wealth Advisory LLC | 0.23% | — | 5,043 | $524K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -30.1% | 5,031 | $523K |
| Intrua Financial, LLC | 0.05% | Add +15.2% | 4,963 | $516K |
| Able Wealth Management LLC | 0.12% | Reduce -58.8% | 4,947 | $514K |
| Savant Capital, LLC | 0.00% | Add +115.0% | 5,099 | $513K |
| AE Wealth Management LLC | 0.00% | Reduce -3.7% | 4,918 | $511K |
| Holos Integrated Wealth LLC | 0.24% | Reduce -22.5% | 4,802 | $509K |
| Maridea Wealth Management LLC | 0.06% | Reduce -21.4% | 4,894 | $509K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +1.6% | 4,876 | $507K |
| Brighton Jones LLC | 0.01% | Reduce -4.2% | 4,827 | $502K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,824 | $502K |
| IMG Wealth Management, Inc. | 0.28% | Reduce -1.4% | 4,823 | $501K |
| Nuveen, LLC | 0.00% | New | 4,714 | $490K |
| Marshall & Sterling Wealth Advisors Inc. | 0.29% | Reduce -93.2% | 4,693 | $488K |
| Members Wealth LLC | 0.27% | New | 4,678 | $486K |
| Fortis Capital Management LLC | 0.05% | No change | 4,666 | $485K |
| Princeton Global Asset Management LLC | 0.07% | No change | 4,589 | $477K |
| Anson Capital, Inc. | 0.31% | Reduce -7.7% | 4,569 | $475K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -16.9% | 4,507 | $469K |
| Flynn Zito Capital Management, LLC | 0.13% | Reduce -1.3% | 4,477 | $465K |
| Whelan Financial | 0.13% | No change | 4,474 | $465K |
| Welch & Forbes LLC | 0.01% | No change | 4,464 | $464K |
| Family Capital Management, Inc. | 0.18% | No change | 4,451 | $463K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -9.0% | 4,439 | $461K |
| Patten Group, Inc. | 0.07% | Reduce -11.1% | 4,419 | $459K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.2% | 4,402 | $458K |
| Landaas & Co. /Wi | 0.08% | No change | 4,400 | $457K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -42.9% | 4,380 | $455K |
| Stirlingshire Investments, Inc. | 0.33% | Reduce -13.5% | 4,335 | $451K |
| Creative Financial Designs Inc. | 0.02% | New | 4,293 | $446K |
| Ducere Wealth Management LLC | 0.13% | Reduce -91.3% | 4,247 | $441K |
| Two Sigma Securities, LLC | 0.04% | Add +4.7% | 4,128 | $429K |
| WealthBridge Capital Management, LLC | 0.09% | Add +0.1% | 4,119 | $428K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 4,111 | $427K |
| Simplicity Wealth,LLC | 0.01% | Reduce -5.4% | 4,086 | $425K |
| Stiles Financial Services Inc | 0.11% | No change | 4,060 | $422K |
| IPG Investment Advisors LLC | 0.06% | No change | 3,986 | $414K |
| Accelerate Investment Advisors LLC | 0.24% | Reduce -2.1% | 3,940 | $410K |
| Titleist Asset Management, LLC | 0.03% | Add +36.2% | 3,932 | $409K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.2% | 3,923 | $408K |
| Mgo One Seven LLC | 0.01% | Reduce -9.1% | 3,906 | $406K |
| Elmwood Wealth Management, Inc. | 0.10% | No change | 3,833 | $398K |
| NovaPoint Capital, LLC | 0.08% | New | 3,824 | $398K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -10.6% | 3,803 | $395K |
| Westview Management dba Westview Investment Advisors | 0.19% | Reduce -34.2% | 3,751 | $390K |
| Sei Investments Co. | 0.00% | Add +77.7% | 3,740 | $389K |
| Bank of Hawaii | 0.02% | No change | 3,634 | $378K |
| NFSG Corp | 0.05% | Add +2.0% | 3,627 | $377K |
| Commerce Bank | 0.00% | Reduce -10.3% | 3,621 | $376K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -40.4% | 3,588 | $373K |
| Triad Wealth Partners, LLC | 0.02% | Add +18.0% | 3,380 | $370K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 3,553 | $369K |
| 360 Financial, Inc. | 0.09% | Reduce -9.3% | 3,543 | $368K |
| Private Trust Co. NA | 0.03% | Reduce -22.1% | 3,535 | $368K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -26.4% | 3,512 | $365K |
| Compass Financial Management LLC | 0.04% | — | 3,338 | $364K |
| Guardian Capital, LLC | 0.30% | Reduce -31.2% | 3,491 | $363K |
| Fairscale Capital, LLC | 0.22% | No change | 3,490 | $363K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -72.0% | 3,438 | $357K |
| Aventura Private Wealth, LLC | 0.11% | No change | 3,426 | $356K |
| Lanark Financial, Inc. | 0.02% | Reduce -5.5% | 3,424 | $356K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,406 | $354K |
| Clare Market Investments LLC | 0.06% | Reduce -18.4% | 3,329 | $346K |
| Northeast Investment Management | 0.01% | No change | 3,316 | $345K |
| First Trust Advisors LP | 0.00% | Reduce -19.9% | 3,313 | $344K |
| Mosaic Financial Group, LLC | 0.22% | No change | 3,307 | $344K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.5% | 3,292 | $342K |
| Westend Capital Management, LLC | 0.08% | No change | 3,277 | $341K |
| True North Advisors, LLC | 0.03% | Reduce -14.2% | 3,242 | $337K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 3,050 | $330K |
| NavPoint Financial, Inc. | 0.12% | No change | 3,163 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.8% | 3,150 | $327K |
| Atlas Brown,Inc. | 0.09% | Reduce -29.6% | 3,131 | $326K |
| Navis Wealth Advisors, LLC | 0.12% | Add +28.9% | 3,111 | $323K |
| Winter & Associates, Inc. | 0.24% | Reduce -17.3% | 3,100 | $322K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.1% | 3,088 | $321K |
| Almanack Investment Partners, LLC. | 0.04% | Add +1.0% | 3,063 | $318K |
| TD Capital Management LLC | 0.03% | No change | 3,039 | $316K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,030 | $315K |
| Baron Wealth Management LLC | 0.08% | No change | 3,025 | $314K |
| Barnett & Company, Inc. | 0.23% | Reduce -1.5% | 2,951 | $307K |
| Bay Capital Advisors, LLC | 0.16% | No change | 2,940 | $306K |
| One Capital Management, LLC | 0.01% | No change | 3,143 | $304K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -38.7% | 2,881 | $300K |
| Sovran Advisors, LLC | 0.02% | Reduce -62.0% | 2,758 | $298K |
| Piedmont Capital Management, LLC | 0.15% | No change | 2,820 | $297K |
| New Insight Wealth Advisors | 0.09% | Add +8.2% | 2,852 | $296K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,823 | $293K |
| TritonPoint Partners, LLC | 0.02% | New | 2,823 | $293K |
| Red Mountain Financial, LLC | 0.25% | No change | 2,815 | $293K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.1% | 2,812 | $292K |
| Clarus Group, Inc. | 0.10% | No change | 2,805 | $292K |
| CapWealth Advisors, LLC | 0.02% | No change | 2,786 | $290K |
| Madden Advisory Services, Inc. | 0.10% | Reduce -0.5% | 2,741 | $285K |
| Bell Bank | 0.01% | No change | 2,734 | $284K |
| Advisory Services Network, LLC | 0.00% | Reduce -28.8% | 2,716 | $282K |
| Advisors Capital Management, LLC | 0.00% | Reduce -28.7% | 2,707 | $281K |
| Ketron Financial | 0.09% | Add +10.5% | 2,705 | $281K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -19.7% | 2,703 | $281K |
| Roble, Belko & Company, Inc | 0.03% | No change | 2,700 | $281K |
| Culbertson A N & Co. Inc. | 0.03% | No change | 2,701 | $281K |
| GatePass Capital, LLC | 0.11% | Add +1.9% | 2,699 | $281K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -9.0% | 2,683 | $279K |
| RFG Advisory, LLC | 0.00% | Reduce -42.3% | 2,649 | $275K |
| Asset Dedication, LLC | 0.02% | No change | 2,625 | $273K |
| Davis R M Inc. | 0.00% | No change | 2,620 | $272K |
| Caprock Group, LLC | 0.01% | New | 2,603 | $271K |
| Sensible Money, LLC | 0.07% | No change | 2,589 | $269K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.9% | 2,554 | $265K |
| Capital Analysts, LLC | 0.01% | Add +23.6% | 2,542 | $264K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -48.6% | 2,526 | $263K |
| Drive Wealth Management, LLC | 0.05% | Reduce -8.3% | 2,458 | $255K |
| First American Trust, FSB | 0.02% | Reduce -7.2% | 2,456 | $255K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -15.3% | 2,455 | $255K |
| Claro Advisors Inc. | 0.03% | Reduce -38.1% | 2,441 | $254K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,435 | $253K |
| Waddell & Associates, LLC | 0.01% | No change | 2,435 | $253K |
| Langley Wealth Management, LLC | 0.24% | — | 2,399 | $249K |
| Atlantic Union Bankshares Corp | 0.00% | Add +562.8% | 2,386 | $248K |
| Portside Wealth Group, LLC | 0.03% | No change | 2,363 | $246K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -1.5% | 2,356 | $245K |
| Facet Wealth, Inc. | 0.00% | Add +1.6% | 2,343 | $244K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Reduce -10.8% | 2,329 | $242K |
| Roman Butler Fullerton & Co. | 0.06% | No change | 2,271 | $242K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.7% | 2,323 | $241K |
| Emergent Wealth Advisors, LLC | 0.13% | No change | 2,319 | $241K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,311 | $240K |
| Choreo, LLC | 0.00% | Reduce -18.4% | 2,301 | $239K |
| American Financial Advisors, LLC | 0.03% | Reduce -6.6% | 2,271 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -14.0% | 2,267 | $236K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,250 | $234K |
| Ballast Advisors LLC | 0.06% | Add +7651.7% | 2,248 | $234K |
| Saxony Capital Management, LLC | 0.11% | Reduce -0.9% | 2,236 | $232K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,233 | $232K |
| Traction Financial Partners, LLC | 0.12% | No change | 2,223 | $231K |
| Chokshi & Queen Wealth Advisors, Inc | 0.11% | Reduce -8.8% | 2,210 | $230K |
| Whitener Capital Management, Inc. | 0.05% | New | 2,201 | $229K |
| GenTrust, LLC | 0.01% | No change | 2,200 | $229K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,200 | $229K |
| MSH Capital Advisors LLC | 0.04% | No change | 2,198 | $229K |
| CFO4Life Group, LLC | 0.03% | Reduce -54.0% | 2,166 | $225K |
| Trilogy Capital Inc. | 0.01% | Reduce -38.7% | 2,162 | $225K |
| Sonoma Allocations LLC | 0.07% | No change | 2,125 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 2,145 | $223K |
| Matthew Goff Investment Advisor, LLC | 0.04% | No change | 2,115 | $220K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,056 | $218K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -29.7% | 2,056 | $218K |
| Alchemi Wealth, LLC | 0.10% | No change | 2,100 | $218K |
| Arrowroot Family Office, LLC | 0.06% | New | 2,076 | $216K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -0.1% | 2,075 | $216K |
| Avaii Wealth Management, LLC | 0.06% | New | 2,066 | $215K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 2,062 | $214K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -3.5% | 2,046 | $213K |
| Unified Investment Management | 0.20% | New | 2,044 | $213K |
| Lynx Investment Advisory | 0.07% | New | 2,043 | $212K |
| Midland Wealth Advisors, LLC | 0.01% | New | 2,036 | $212K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -3.3% | 2,036 | $212K |
| Phoenix Financial Ltd. | 0.00% | New | 2,030 | $211K |
| Wolff Financial Management LLC | 0.04% | New | 2,029 | $211K |
| Landmark Wealth Management, LLC | 0.05% | New | 2,012 | $209K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -5.7% | 2,000 | $208K |
| Prelude Capital Management, LLC | 0.02% | New | 2,000 | $208K |
| Kraft, Davis & Associates, LLC | 0.04% | Reduce -46.5% | 1,921 | $201K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 1,932 | $201K |
| Sloy Dahl & Holst, LLC | 0.02% | New | 1,925 | $200K |
| Cheviot Value Management, LLC | 0.02% | Add +2.6% | 1,900 | $198K |
| MidFirst Bank | 0.01% | No change | 1,862 | $194K |
| IFG Advisory, LLC | 0.01% | Add +1918.0% | 1,796 | $187K |
| Elevated Capital Advisors, LLC | 0.05% | Reduce -0.1% | 1,666 | $173K |
| Key Financial Inc | 0.03% | Add +2.1% | 1,661 | $173K |
| Ameriflex Group, Inc. | 0.07% | No change | 1,582 | $164K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -57.2% | 1,581 | $164K |
| Glenmede Trust Co. NA | 0.00% | Reduce -16.6% | 1,520 | $158K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 1,500 | $156K |
| Hilton Head Capital Partners, LLC | 0.08% | No change | 1,500 | $156K |
| Bard Associates Inc. | 0.03% | No change | 1,472 | $153K |
| Old Second National Bank of Aurora | 0.03% | No change | 1,400 | $146K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 1,371 | $143K |
| Spire Wealth Management | 0.00% | Reduce -57.5% | 1,296 | $135K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,200 | $125K |
| Avalon Trust Co | 0.01% | Reduce -8.3% | 1,100 | $114K |
| Millstone Evans Group, LLC | 0.06% | No change | 1,093 | $114K |
| Vanguard Advisers Inc. | 0.00% | Add +5.3% | 1,074 | $112K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,039 | $108K |
| Prudential PLC | 0.00% | New | 1,000 | $104K |
| Crewe Advisors LLC | 0.01% | Reduce -12.1% | 889 | $92K |
| Bayban | 0.07% | No change | 860 | $89K |
| EPG Wealth Management LLC | 0.02% | No change | 854 | $89K |
| Minot DeBlois Advisors LLC | 0.08% | No change | 850 | $88K |
| Colonial Trust Co / SC | 0.01% | No change | 836 | $87K |
| Hoese & Co LLP | 0.06% | Reduce -42.5% | 833 | $87K |
| Founders Financial Alliance, LLC | 0.01% | No change | 832 | $87K |
| Truvestments Capital LLC | 0.01% | No change | 742 | $77K |
| Castlekeep Investment Advisors LLC | 0.04% | New | 726 | $75K |
| Maryland Capital Advisors Inc. | 0.02% | — | 714 | $74K |
| Signaturefd, LLC | 0.00% | No change | 700 | $73K |
| REAP Financial Group, LLC | 0.01% | No change | 679 | $71K |
| Rothschild Investment LLC | 0.00% | No change | 667 | $69K |
| Institute for Wealth Management, LLC. | 0.01% | New | 644 | $67K |
| Banque Transatlantique SA | 0.00% | Add +40.7% | 629 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | New | 620 | $64K |
| Barclays PLC | 0.00% | No change | 606 | $63K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $62K |
| Key Capital Management, INC | 0.03% | Add +432.1% | 596 | $62K |
| Y.D. More Investments Ltd | 0.00% | Reduce -19.2% | 590 | $61K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 542 | $56K |
| Continuum Advisory, LLC | 0.00% | New | 535 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 534 | $56K |
| Hartford Financial Management Inc. | 0.01% | No change | 513 | $53K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 500 | $52K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 494 | $51K |
| North Star Investment Management Corp. | 0.00% | No change | 481 | $50K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 458 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.0% | 444 | $46K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -28.9% | 427 | $44K |
| Smartleaf Asset Management LLC | 0.00% | No change | 405 | $42K |
| Centerpoint Advisors, LLC | 0.01% | No change | 402 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 398 | $42K |
| Quent Capital, LLC | 0.00% | New | 382 | $40K |
| Raffa Wealth Management, LLC | 0.00% | No change | 368 | $38K |
| SouthState Bank Corp | 0.00% | No change | 342 | $36K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 335 | $35K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.6% | 326 | $34K |
| Dunhill Financial, LLC | 0.01% | New | 324 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 315 | $33K |
| Pflug Koory, LLC | 0.01% | No change | 313 | $33K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $30K |
| FWL Investment Management, LLC | 0.01% | New | 290 | $30K |
| Trust Co | 0.00% | Add +5.5% | 287 | $30K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $29K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 282 | $29K |
| Trust Co. of Vermont | 0.00% | — | 267 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 250 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 230 | $24K |
| Rossmore Private Capital | 0.00% | No change | 225 | $23K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 222 | $23K |
| Golden State Wealth Management, LLC | 0.00% | No change | 213 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 201 | $21K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $21K |
| Angeles Wealth Management, LLC | 0.00% | No change | 196 | $20K |
| Independence Bank of Kentucky | 0.00% | No change | 196 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | Add +19500.0% | 196 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 188 | $20K |
| Glassman Wealth Services | 0.00% | No change | 184 | $19K |
| Avion Wealth | 0.00% | No change | 169 | $17K |
| Tower View Wealth Management LLC | 0.01% | New | 160 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Add +89.3% | 159 | $17K |
| Rossby Financial, LCC | 0.00% | No change | 138 | $14K |
| Coastline Trust Co | 0.00% | Add +2066.7% | 130 | $14K |
| Tidemark, LLC | 0.00% | No change | 129 | $13K |
| Abound Wealth Management | 0.00% | No change | 125 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -71.4% | 114 | $12K |
| Collier Financial | 0.01% | Reduce -79.1% | 106 | $11K |
| Markowski Investments | 0.00% | — | 100 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 85 | $9K |
| Archer Investment Corp | 0.00% | No change | 83 | $9K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 77 | $8K |
| CX Institutional | 0.00% | New | 73 | $8K |
| Van Eck Associates Corp. | 0.00% | Reduce -42.6% | 74 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -82.8% | 69 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 75 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 65 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 50 | $5K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Reduce -47.1% | 45 | $5K |
| Signature Equity Partners, LLC | 0.00% | Reduce -53.8% | 43 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 41 | $4K |
| Midway Capital Research & Management | 0.00% | No change | 40 | $4K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 39 | $4K |
| HM Payson & Co. | 0.00% | No change | 33 | $3K |
| Crews Bank & Trust | 0.00% | Add +31.3% | 21 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 18 | $2K |
| Bfsg, LLC | 0.00% | No change | 16 | $2K |
| Bullock Wealth Management Group | 0.00% | No change | 13 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 12 | $1K |
| Alerus Financial NA | 0.00% | No change | 5 | $520 |
| Basepoint Wealth LLC | 0.00% | New | 4 | $416 |
| Orion Capital Management LLC | 0.00% | Reduce -71.4% | 4 | $416 |
| LM Advisors LLC | 0.00% | Add +972.5% | 2,842 | $295 |
| Mather Group, Llc. | 0.00% | New | 1 | $150 |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -100.0% | 1 | $0 |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.