We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$41.5M -$6.72M -235,050 -15%
Morgan Stanley
2
Morgan Stanley
New York
$39.8M -$837K -29,276 -2%
UBS Group
3
UBS Group
Switzerland
$39.5M -$2.71M -94,842 -7%
JFA
4
JNBA Financial Advisors
Minnesota
$26.8M +$2.01M +70,311 +9%
SWA
5
SFMG Wealth Advisors
Texas
$21.8M -$1.57M -55,045 -7%
Bank of America
6
Bank of America
North Carolina
$5.68M -$875K -30,590 -14%
KLI
7
Kelman-Lazarov Inc
Tennessee
$4.13M +$3.81M +133,255 New
BPC
8
Banque Pictet & Cie
Switzerland
$3.77M -$2.56M -89,355 -42%
PNAA
9
Pictet North America Advisors
Switzerland
$3.77M -$2.32M -81,055 -40%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.27M -$190K -6,656 -6%
VF
11
Virtu Financial
New York
$2.71M +$323K +11,280 +15%
Stifel Financial
12
Stifel Financial
Missouri
$2.46M +$449K +15,686 +24%
PMG
13
ProVise Management Group
Florida
$2.06M -$72.9K -2,548 -4%
RJA
14
Raymond James & Associates
Florida
$2M +$86.4K +3,022 +5%
CFA
15
Cahill Financial Advisors
Minnesota
$1.82M -$171K -5,984 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.64M -$131K -4,592 -8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.59M -$492K -17,203 -25%
Wells Fargo
18
Wells Fargo
California
$1.59M -$319K -11,159 -18%
SPC
19
Sigma Planning Corp
Michigan
$1.22M -$195K -6,835 -15%
Ameriprise
20
Ameriprise
Minnesota
$1.14M -$4.13M -144,438 -80%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.12M +$291K +10,188 +39%
BCM
22
Barometer Capital Management
Ontario, Canada
$1.09M +$1.01M +35,400 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.06M -$133K -4,667 -12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.03M +$70.1K +2,451 +8%
MCM
25
Mengis Capital Management
Oregon
$940K – – –
1
2 3