We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$88.1M +$81.7M +2,703,921 +1,339%
UBS Group
2
UBS Group
Switzerland
$47.2M -$6.83M -225,894 -13%
MIS
3
Morningstar Investment Services
Illinois
$41.9M +$9.98M +330,294 +31%
Morgan Stanley
4
Morgan Stanley
New York
$40.5M -$1.84M -61,040 -4%
LPL Financial
5
LPL Financial
California
$33.4M +$3.57M +118,209 +12%
PNAA
6
Pictet North America Advisors
Switzerland
$28M +$791K +26,183 +3%
JFA
7
JNBA Financial Advisors
Minnesota
$27M +$857K +28,369 +3%
BCI
8
Brinker Capital Investments
Pennsylvania
$11.3M -$544K -18,000 -5%
Bank of America
9
Bank of America
North Carolina
$11.1M -$7.37M -244,066 -40%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.54M +$6.16M +203,886 +1,722%
Wells Fargo
11
Wells Fargo
California
$6.37M -$2.6M -86,016 -29%
NPC
12
National Planning Corporation
California
$4.39M +$1.56M +51,751 +59%
PAG
13
Private Advisor Group
New Jersey
$4.12M -$842K -27,869 -17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.33M -$170K -5,639 -5%
PMG
15
ProVise Management Group
Florida
$2.59M -$312K -10,340 -11%
CFA
16
Cahill Financial Advisors
Minnesota
$2.51M -$53.3K -1,764 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.5M +$1.58M +52,271 +173%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.41M -$32.6K -1,078 -1%
OC
19
Oppenheimer & Co
New York
$2.34M -$18.1K -600 -0.8%
SI
20
Stephens Inc
Arkansas
$2.18M +$96.5K +3,194 +5%
Ameriprise
21
Ameriprise
Minnesota
$2.12M -$14K -462 -0.7%
AIG
22
American International Group
New York
$2.01M +$87K +2,880 +5%
SPC
23
Sigma Planning Corp
Michigan
$1.81M -$8.04K -266 -0.4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.79M +$1.78M +58,904 New
Jane Street
25
Jane Street
New York
$1.78M +$1.77M +58,624 New