We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.4M +$387K +12,019 +0.9%
UBS Group
2
UBS Group
Switzerland
$42.4M +$614K +19,073 +1%
JFA
3
JNBA Financial Advisors
Minnesota
$29.5M +$1.17M +36,241 +4%
Goldman Sachs
4
Goldman Sachs
New York
$16.7M +$16.5M +513,199 New
BCI
5
Brinker Capital Investments
Pennsylvania
$8.85M +$8.77M +272,226 New
LPL Financial
6
LPL Financial
California
$8.79M -$35.2M -1,093,154 -80%
Bank of America
7
Bank of America
North Carolina
$6.08M +$69.5K +2,157 +1%
KLI
8
Kelman-Lazarov Inc
Tennessee
$5.22M +$829K +25,750 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.98M +$521K +16,172 +15%
NPC
10
National Planning Corporation
California
$3.35M +$3.16M +98,090 New
BCM
11
Barometer Capital Management
Ontario, Canada
$3.13M +$1.96M +61,000 +172%
RJA
12
Raymond James & Associates
Florida
$2.65M +$527K +16,367 +25%
Stifel Financial
13
Stifel Financial
Missouri
$2.64M +$42.4K +1,318 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.63M +$1.43M +44,313 +121%
Wells Fargo
15
Wells Fargo
California
$2.29M +$602K +18,688 +36%
CFA
16
Cahill Financial Advisors
Minnesota
$1.9M -$21.7K -674 -1%
PMG
17
ProVise Management Group
Florida
$1.9M -$285K -8,860 -13%
SPC
18
Sigma Planning Corp
Michigan
$1.87M +$573K +17,795 +45%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.77M +$644K +19,996 +58%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.6M -$135K -4,199 -8%
BPC
21
Banque Pictet & Cie
Switzerland
$1.41M -$2.56M -79,490 -65%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.23M -$450K -13,984 -27%
MCM
23
Mengis Capital Management
Oregon
$995K – – –
SI
24
Stephens Inc
Arkansas
$946K – – –
Allianz Asset Management
25
Allianz Asset Management
Germany
$911K +$902K +28,000 New
1
2 3 4