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Who holds MOAT

VANECK ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
MORGAN STANLEY5.7M$595.3M0.0%
BANK OF AMERICA CORP /DE/5.3M$550.1M0.0%
LPL Financial LLC5.2M$543.3M0.1%
Mesirow Financial Investment Management, Inc.2.6M$275.2M4.3%
RAYMOND JAMES FINANCIAL INC2.3M$242.6M0.1%
Boulay Financial Advisors, LLC2.3M$237.8M22.0%
WELLS FARGO & COMPANY/MN1.9M$197.0M0.0%
JONES FINANCIAL COMPANIES LLLP1.4M$140.3M0.1%
Cetera Investment Advisers1.2M$119.9M0.1%
COMMONWEALTH EQUITY SERVICES, LLC1.1M$117.5M0.1%
Southern Farm Bureau Life Insurance1.1M$115.2M11.0%
Provenance Wealth Advisors, LLC844.4K$87.8M8.4%
ROYAL BANK OF CANADA843.4K$87.7M0.0%
UBS Group AG724.9K$75.4M0.0%
Verde Capital Management690.7K$71.8M13.3%
SFMG, LLC681.4K$70.8M4.3%
OSAIC HOLDINGS, INC.637.3K$66.3M0.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC617.0K$64.2M0.4%
Cambridge Investment Research Advisors, Inc.596.7K$62.0M0.1%
FIRST FOUNDATION ADVISORS593.9K$61.7M2.2%
Kelman-Lazarov, Inc.562.8K$58.5M7.7%
Leelyn Smith, LLC529.2K$55.0M6.7%
AMERIPRISE FINANCIAL INC528.9K$55.0M0.0%
Harbor Group, Inc.500.9K$52.1M6.1%
REGATTA CAPITAL GROUP, LLC477.9K$49.7M6.7%
CAHILL FINANCIAL ADVISORS INC476.3K$49.5M4.8%
Apriem Advisors473.7K$49.2M4.3%
ENVESTNET ASSET MANAGEMENT INC465.6K$48.4M0.0%
Whitaker-Myers Wealth Managers, LTD.430.7K$44.8M7.5%
Ancora Advisors LLC414.6K$43.1M0.8%
G2 CAPITAL MANAGEMENT, LLC / OH413.5K$43.0M9.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO410.2K$42.6M0.0%
Summit Asset Management, LLC391.2K$40.7M5.2%
STEPHENS INC /AR/361.1K$37.5M0.4%
Cerity Partners LLC345.6K$35.9M0.0%
JNBA Financial Advisors338.9K$35.2M2.7%
ASSETMARK, INC327.0K$34.0M0.1%
MERCER GLOBAL ADVISORS INC /ADV309.8K$32.2M0.0%
OneDigital Investment Advisors LLC305.6K$31.8M0.3%
Planned Solutions, Inc.288.8K$30.0M8.6%
GOLDMAN SACHS GROUP INC288.6K$30.0M0.0%
Integrated Wealth Concepts LLC288.1K$29.9M0.2%
LEVEL FOUR ADVISORY SERVICES, LLC283.8K$29.5M0.8%
NewEdge Advisors, LLC279.8K$29.1M0.1%
Buttonwood Financial Advisors Inc.271.2K$28.2M8.6%
STIFEL FINANCIAL CORP265.9K$27.6M0.0%
Brookstone Capital Management260.8K$27.1M0.3%
Geneos Wealth Management Inc.257.8K$26.8M0.5%
Ethos Financial Group, LLC246.8K$26.6M1.8%
Private Advisor Group, LLC255.3K$26.5M0.1%
CEERA INVESTMENTS, LLC243.6K$25.3M10.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC249.9K$25.0M0.0%
Wealthcare Advisory Partners LLC220.4K$22.9M0.4%
KRM WEALTH MANAGEMENT L.L.C.220.1K$22.9M10.1%
Creative Planning213.9K$22.2M0.0%
Berkshire Money Management, Inc.213.9K$22.2M2.0%
Harbour Trust & Investment Management Co207.8K$21.6M2.1%
MML INVESTORS SERVICES, LLC204.2K$21.2M0.0%
Altus Wealth Group LLC197.1K$20.5M7.4%
James J. Burns & Company, LLC194.6K$20.2M2.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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