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
$51.1M +$6.68M +195,773 +15%
UBS Group
2
UBS Group
Switzerland
$44.9M +$519K +15,203 +1%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.07M -$203K -5,958 -2%
Bank of America
4
Bank of America
North Carolina
$8.86M +$2.5M +73,185 +39%
LPL Financial
5
LPL Financial
California
$8.8M -$367K -10,738 -4%
Wells Fargo
6
Wells Fargo
California
$7.51M +$5.12M +149,990 +213%
KLI
7
Kelman-Lazarov Inc
Tennessee
$6.09M +$717K +20,995 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.5M +$1.34M +39,139 +32%
NPC
9
National Planning Corporation
California
$3.55M +$266K +7,801 +8%
RJA
10
Raymond James & Associates
Florida
$2.98M +$211K +6,174 +8%
Stifel Financial
11
Stifel Financial
Missouri
$2.75M -$18.2K -534 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.33M -$420K -12,303 -15%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.08M +$1.68M +49,360 +421%
CFA
14
Cahill Financial Advisors
Minnesota
$1.99M -$3.93K -115 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M +$172K +5,053 +10%
SPC
16
Sigma Planning Corp
Michigan
$1.85M -$113K -3,305 -6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.34M +$50.1K +1,468 +4%
SI
18
Stephens Inc
Arkansas
$1.07M +$81.6K +2,391 +8%
MCM
19
Mengis Capital Management
Oregon
$1.04M – – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.01M +$328K +9,605 +48%
Allianz Asset Management
21
Allianz Asset Management
Germany
$943K – – –
BPC
22
Banque Pictet & Cie
Switzerland
$884K -$590K -17,275 -40%
PNAA
23
Pictet North America Advisors
Switzerland
$884K -$67.4K -1,975 -7%
PAG
24
Private Advisor Group
New Jersey
$858K +$107K +3,139 +14%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$685K +$112K +3,279 +19%
1
2 3