HoldingsChannel.com
Funds Holding MOAT
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,792,658$140,052 09/30/2019
     MOAT2,792,658$140,052 09/30/2019
Bank of America Corp DE1,902,721$95,422 09/30/2019
     MOAT1,902,721$95,422 09/30/2019
Sfmg LLC1,285,473$64,466 09/30/2019
     MOAT1,285,473$64,466 09/30/2019
JNBA Financial Advisors1,042,779$52,295 09/30/2019
     MOAT1,042,779$52,295 09/30/2019
LPL Financial LLC818,004$41,023 09/30/2019
     MOAT818,004$41,023 09/30/2019
Resources Investment Advisors LLC.761,030$38,166 09/30/2019
     MOAT761,030$38,166 09/30/2019
UBS Group AG730,765$36,648 09/30/2019
     MOAT730,765$36,648 09/30/2019
Northwestern Mutual Wealth Management Co.716,750$35,945 09/30/2019
     MOAT716,750$35,945 09/30/2019
Wells Fargo & Company MN669,055$33,554 09/30/2019
     MOAT669,055$33,554 09/30/2019
Ameriprise Financial Inc.642,855$32,237 09/30/2019
     MOAT642,855$32,237 09/30/2019
Raymond James Financial Services Advisors Inc.572,715$28,722 09/30/2019
     MOAT572,715$28,722 09/30/2019
TTP Investments Inc.484,755$24,310 09/30/2019
     MOAT484,755$24,310 09/30/2019
Raymond James & Associates480,703$24,107 09/30/2019
     MOAT480,703$24,107 09/30/2019
Cornerstone Wealth Group LLC313,915$15,743 09/30/2019
     MOAT313,915$15,743 09/30/2019
Commonwealth Equity Services LLC305,753$15,333 09/30/2019
     MOAT305,753$15,333 09/30/2019
Kelman Lazarov Inc.299,112$15,000 09/30/2019
     MOAT299,112$15,000 09/30/2019
CLS Investments LLC299,067$14,998 09/30/2019
     MOAT299,067$14,998 09/30/2019
Dynamic Advisor Solutions LLC278,045$13,944 09/30/2019
     MOAT278,045$13,944 09/30/2019
Royal Bank of Canada220,172$11,043 09/30/2019
     MOAT220,172$11,043 09/30/2019
Ahrens Investment Partners LLC216,192$10,842 09/30/2019
     MOAT216,192$10,842 09/30/2019
CMC Financial Group210,150$10,539 09/30/2019
     MOAT210,150$10,539 09/30/2019
Cambridge Investment Research Advisors Inc.177,350$8,894 09/30/2019
     MOAT177,350$8,894 09/30/2019
DAVENPORT & Co LLC184,757$8,874 09/30/2019
     MOAT184,757$8,874 09/30/2019
Ladenburg Thalmann Financial Services Inc.168,518$8,451 09/30/2019
     MOAT168,518$8,451 09/30/2019
Brookstone Capital Management146,009$7,322 09/30/2019
     MOAT146,009$7,322 09/30/2019
Mirae Asset Global Investments Co. Ltd.144,800$7,262 09/30/2019
     MOAT144,800$7,262 09/30/2019
Howe & Rusling Inc.132,944$6,667 09/30/2019
     MOAT132,944$6,667 09/30/2019
Envestnet Asset Management Inc.128,056$6,422 09/30/2019
     MOAT128,056$6,422 09/30/2019
Private Advisor Group LLC126,260$6,351 09/30/2019
     MOAT126,260$6,351 09/30/2019
Cerity Partners LLC124,297$6,233 09/30/2019
     MOAT124,297$6,233 09/30/2019
Stephens Inc. AR122,418$6,139 09/30/2019
     MOAT122,418$6,139 09/30/2019
Vista Private Wealth Partners. LLC122,441$6,102 09/30/2019
     MOAT122,441$6,102 09/30/2019
JPMorgan Chase & Co.117,773$5,907 09/30/2019
     MOAT117,773$5,907 09/30/2019
Mid Atlantic Financial Management Inc. ADV108,434$5,438 09/30/2019
     MOAT108,434$5,438 09/30/2019
Sigma Planning Corp107,212$5,377 09/30/2019
     MOAT107,212$5,377 09/30/2019
CWM LLC100,923$5,061 09/30/2019
     MOAT100,923$5,061 09/30/2019
Stifel Financial Corp99,457$4,993 09/30/2019
     MOAT99,457$4,993 09/30/2019
Cahill Financial Advisors Inc.91,104$4,569 09/30/2019
     MOAT91,104$4,569 09/30/2019
Covington Capital Management75,510$3,787 09/30/2019
     MOAT75,510$3,787 09/30/2019
Barnett & Company Inc.69,390$3,480 09/30/2019
     MOAT69,390$3,480 09/30/2019
Mutual Advisors LLC68,107$3,416 09/30/2019
     MOAT68,107$3,416 09/30/2019
Advisor Group Inc.66,401$3,331 09/30/2019
     MOAT66,401$3,331 09/30/2019
Boston Advisors LLC64,511$3,235 09/30/2019
     MOAT64,511$3,235 09/30/2019
Steward Partners Investment Advisory LLC61,524$3,085 09/30/2019
     MOAT61,524$3,085 09/30/2019
Level Four Advisory Services LLC60,607$3,040 09/30/2019
     MOAT60,607$3,040 09/30/2019
BB&T Securities LLC59,724$2,993 09/30/2019
     MOAT59,724$2,993 09/30/2019
Baird Financial Group Inc.59,536$2,986 09/30/2019
     MOAT59,536$2,986 09/30/2019
IFP Advisors Inc57,758$2,880 09/30/2019
     MOAT57,758$2,880 09/30/2019
Personal Resources Investment & Strategic Management Inc.56,181$2,817 09/30/2019
     MOAT56,181$2,817 09/30/2019
David R. Rahn & Associates Inc.52,702$2,643 09/30/2019
     MOAT52,702$2,643 09/30/2019
IHT Wealth Management LLC47,810$2,398 09/30/2019
     MOAT47,810$2,398 09/30/2019
MML Investors Services LLC45,398$2,277 09/30/2019
     MOAT45,398$2,277 09/30/2019
Tranquility Partners LLC45,290$2,271 09/30/2019
     MOAT45,290$2,271 09/30/2019
Financial Advocates Investment Management45,061$2,260 09/30/2019
     MOAT45,061$2,260 09/30/2019
Moors & Cabot Inc.43,215$2,173 09/30/2019
     MOAT43,215$2,173 09/30/2019
Citigroup Inc.37,976$1,904 09/30/2019
     MOAT37,976$1,904 09/30/2019
10 15 Associates Inc.34,799$1,745 09/30/2019
     MOAT34,799$1,745 09/30/2019
TRUE Private Wealth Advisors34,243$1,717 09/30/2019
     MOAT34,243$1,717 09/30/2019
Global Trust Asset Management LLC30,234$1,516 09/30/2019
     MOAT30,234$1,516 09/30/2019
Wedbush Securities Inc.30,106$1,510 09/30/2019
     MOAT30,106$1,510 09/30/2019
Gilbert & Cook Inc.29,479$1,478 09/30/2019
     MOAT29,479$1,478 09/30/2019
ProVise Management Group LLC27,280$1,368 09/30/2019
     MOAT27,280$1,368 09/30/2019
V Wealth Advisors LLC23,987$1,203 09/30/2019
     MOAT23,987$1,203 09/30/2019
Venturi Wealth Management LLC23,577$1,182 09/30/2019
     MOAT23,577$1,182 09/30/2019
Portfolio Strategies Inc.23,438$1,175 09/30/2019
     MOAT23,438$1,175 09/30/2019
Partnervest Advisory Services LLC22,718$1,139 09/30/2019
     MOAT22,718$1,139 09/30/2019
First Allied Advisory Services Inc.22,572$1,133 09/30/2019
     MOAT22,572$1,133 09/30/2019
Professional Planning22,598$1,133 09/30/2019
     MOAT22,598$1,133 09/30/2019
Boston Family Office LLC22,553$1,131 09/30/2019
     MOAT22,553$1,131 09/30/2019
Roundview Capital LLC22,418$1,124 09/30/2019
     MOAT22,418$1,124 09/30/2019
Gladstone Institutional Advisory LLC21,779$1,092 09/30/2019
     MOAT21,779$1,092 09/30/2019
Atria Investments LLC21,470$1,077 09/30/2019
     MOAT21,470$1,077 09/30/2019
HighTower Advisors LLC21,420$1,076 09/30/2019
     MOAT21,420$1,076 09/30/2019
Oppenheimer & Co. Inc.20,740$1,040 09/30/2019
     MOAT20,740$1,040 09/30/2019
Intl Fcstone Inc.19,048$955 09/30/2019
     MOAT19,048$955 09/30/2019
Meridian Wealth Management LLC18,220$914 09/30/2019
     MOAT18,220$914 09/30/2019
Winslow Evans & Crocker Inc.17,706$890 09/30/2019
     MOAT17,706$890 09/30/2019
Hochman Cole Investment Advisors Inc.17,538$880 09/30/2019
     MOAT17,538$880 09/30/2019
Goldman Sachs Group Inc.17,282$867 09/30/2019
     MOAT17,282$867 09/30/2019
Citadel Advisors LLC16,555$830 09/30/2019
     MOAT16,555$830 09/30/2019
Cookson Peirce & Co. Inc.16,110$808 09/30/2019
     MOAT16,110$808 09/30/2019
Sowell Financial Services LLC15,789$792 09/30/2019
     MOAT15,789$792 09/30/2019
Iberiabank Corp15,625$784 09/30/2019
     MOAT15,625$784 09/30/2019
Northern Trust Corp15,193$762 09/30/2019
     MOAT15,193$762 09/30/2019
Patten Group Inc.14,879$746 09/30/2019
     MOAT14,879$746 09/30/2019
Aptus Capital Advisors LLC14,840$744 09/30/2019
     MOAT14,840$744 09/30/2019
Claraphi Advisory Network LLC14,763$740 09/30/2019
     MOAT14,763$740 09/30/2019
BBVA USA Bancshares Inc.14,567$731 09/30/2019
     MOAT14,567$731 09/30/2019
Financial Enhancement Group LLC13,736$689 09/30/2019
     MOAT13,736$689 09/30/2019
Acorn Wealth Advisors LLC12,886$687 09/30/2019
     MOAT12,886$687 09/30/2019
Integrated Wealth Concepts LLC13,104$657 09/30/2019
     MOAT13,104$657 09/30/2019
Private Portfolio Partners LLC12,951$649 09/30/2019
     MOAT12,951$649 09/30/2019
Blair William & Co. IL12,827$643 09/30/2019
     MOAT12,827$643 09/30/2019
Castle Rock Wealth Management LLC11,964$640 09/30/2019
     MOAT11,964$640 09/30/2019
Whittier Trust Co. of Nevada Inc.12,545$629 09/30/2019
     MOAT12,545$629 09/30/2019
OLD Second National Bank of Aurora12,100$607 09/30/2019
     MOAT12,100$607 09/30/2019
RDA Financial Network11,203$604 09/30/2019
     MOAT11,203$604 09/30/2019
Creative Planning12,008$602 09/30/2019
     MOAT12,008$602 09/30/2019
Suntrust Banks Inc.11,292$567 09/30/2019
     MOAT11,292$567 09/30/2019
Wintrust Investments LLC10,744$539 09/30/2019
     MOAT10,744$539 09/30/2019
Cetera Advisor Networks LLC10,606$533 09/30/2019
     MOAT10,606$533 09/30/2019
Tower Research Capital LLC TRC 10,225$513 09/30/2019
     MOAT10,225$513 09/30/2019
Prudential PLC9,600$481 09/30/2019
     MOAT9,600$481 09/30/2019
Belpointe Asset Management LLC9,271$445 06/30/2019
     MOAT9,271$445 06/30/2019
Cornerstone Wealth Management LLC8,854$444 09/30/2019
     MOAT8,854$444 09/30/2019
Cedar Brook Financial Partners LLC8,470$425 09/30/2019
     MOAT8,470$425 09/30/2019
Two Sigma Securities LLC8,169$410 09/30/2019
     MOAT8,169$410 09/30/2019
Oliver Luxxe Assets LLC7,931$387 09/30/2019
     MOAT7,931$387 09/30/2019
NEXT Financial Group Inc7,558$379 09/30/2019
     MOAT7,558$379 09/30/2019
GWM Advisors LLC7,192$361 09/30/2019
     MOAT7,192$361 09/30/2019
Centaurus Financial Inc.7,129$358 09/30/2019
     MOAT7,129$358 09/30/2019
Harel Insurance Investments & Financial Services Ltd.7,030$353 09/30/2019
     MOAT7,030$353 09/30/2019
Nicolet Advisory Services LLC6,603$331 09/30/2019
     MOAT6,603$331 09/30/2019
Cornell Pochily Investment Advisors Inc.6,492$326 09/30/2019
     MOAT6,492$326 09/30/2019
National Asset Management Inc.6,163$310 09/30/2019
     MOAT6,163$310 09/30/2019
GM Advisory Group Inc.6,090$305 09/30/2019
     MOAT6,090$305 09/30/2019
Lincoln National Corp6,016$302 09/30/2019
     MOAT6,016$302 09/30/2019
Madden Advisory Services Inc.5,580$279 09/30/2019
     MOAT5,580$279 09/30/2019
Fairhaven Wealth Management LLC5,540$278 09/30/2019
     MOAT5,540$278 09/30/2019
Vantage Investment Partners LLC5,369$269 09/30/2019
     MOAT5,369$269 09/30/2019
Comerica Bank5,110$263 09/30/2019
     MOAT5,110$263 09/30/2019
Aveo Capital Partners LLC4,915$261 09/30/2019
     MOAT4,915$261 09/30/2019
Argent Trust Co5,109$256 09/30/2019
     MOAT5,109$256 09/30/2019
CIBC World Markets Inc.4,758$239 09/30/2019
     MOAT4,758$239 09/30/2019
Welch & Forbes LLC4,675$235 09/30/2019
     MOAT4,675$235 09/30/2019
Ancora Advisors LLC4,680$235 09/30/2019
     MOAT4,680$235 09/30/2019
Beck Capital Management LLC4,675$234 09/30/2019
     MOAT4,675$234 09/30/2019
Brighton Jones LLC4,599$231 09/30/2019
     MOAT4,599$231 09/30/2019
Gyroscope Capital Management Group LLC4,714$230 09/30/2019
     MOAT4,714$230 09/30/2019
Laurel Wealth Advisors Inc.4,400$221 09/30/2019
     MOAT4,400$221 09/30/2019
Park Avenue Securities LLC4,385$220 09/30/2019
     MOAT4,385$220 09/30/2019
Patriot Financial Group Insurance Agency LLC4,385$220 09/30/2019
     MOAT4,385$220 09/30/2019
Global Retirement Partners LLC4,372$219 09/30/2019
     MOAT4,372$219 09/30/2019
Summit Asset Management LLC4,345$218 09/30/2019
     MOAT4,345$218 09/30/2019
RGT Wealth Advisors LLC4,343$218 09/30/2019
     MOAT4,343$218 09/30/2019
AE Wealth Management LLC4,340$218 09/30/2019
     MOAT4,340$218 09/30/2019
Sunbelt Securities Inc.4,050$203 09/30/2019
     MOAT4,050$203 09/30/2019
Zurich Insurance Group Ltd FI4,000$201 09/30/2019
     MOAT4,000$201 09/30/2019
Asset Dedication LLC3,882$195 09/30/2019
     MOAT3,882$195 09/30/2019
Nvwm LLC3,137$157 09/30/2019
     MOAT3,137$157 09/30/2019
San Francisco Sentry Investment Group CA2,690$135 09/30/2019
     MOAT2,690$135 09/30/2019
FMR LLC2,665$134 09/30/2019
     MOAT2,665$134 09/30/2019
Flagship Harbor Advisors LLC2,607$130 09/30/2019
     MOAT2,607$130 09/30/2019
US Bancorp DE2,515$127 09/30/2019
     MOAT2,515$127 09/30/2019
Parallel Advisors LLC2,500$125 09/30/2019
     MOAT2,500$125 09/30/2019
Golden State Wealth Management LLC2,295$115 09/30/2019
     MOAT2,295$115 09/30/2019
Migdal Insurance & Financial Holdings Ltd.1,885$94 09/30/2019
     MOAT1,885$94 09/30/2019
Capital Investment Advisory Services LLC1,861$93 09/30/2019
     MOAT1,861$93 09/30/2019
Advisory Services Network LLC1,566$75 09/30/2019
     MOAT1,566$75 09/30/2019
UBS Asset Management Americas Inc.1,053$53 09/30/2019
     MOAT1,053$53 09/30/2019
FTB Advisors Inc.1,050$53 09/30/2019
     MOAT1,050$53 09/30/2019
First Bank & Trust1,015$51 09/30/2019
     MOAT1,015$51 09/30/2019
Coastal Investment Advisors Inc.850$43 09/30/2019
     MOAT850$43 09/30/2019
Proequities Inc.751$38 09/30/2019
     MOAT751$38 09/30/2019
Atlas Capital Advisors LLC758$38 09/30/2019
     MOAT758$38 09/30/2019
AdvisorNet Financial Inc600$30 09/30/2019
     MOAT600$30 09/30/2019
Mycio Wealth Partners LLC500$25 09/30/2019
     MOAT500$25 09/30/2019
Weaver Consulting Group476$24 09/30/2019
     MOAT476$24 09/30/2019
Benjamin F. Edwards & Company Inc.450$23 09/30/2019
     MOAT450$23 09/30/2019
Pflug Koory LLC356$18 09/30/2019
     MOAT356$18 09/30/2019
Lake Point Wealth Management367$18 06/30/2019
     MOAT367$18 06/30/2019
Certified Advisory Corp331$17 09/30/2019
     MOAT331$17 09/30/2019
Optimum Investment Advisors305$15 09/30/2019
     MOAT305$15 09/30/2019
Carroll Financial Associates Inc.242$12 09/30/2019
     MOAT242$12 09/30/2019
Trust Co. of Vermont186$9 09/30/2019
     MOAT186$9 09/30/2019
Lindbrook Capital LLC160$8 09/30/2019
     MOAT160$8 09/30/2019
Kistler Tiffany Companies LLC92$5 09/30/2019
     MOAT92$5 09/30/2019
Usca Ria LLC80$4 09/30/2019
     MOAT80$4 09/30/2019
BDO Wealth Advisors LLC60$3 09/30/2019
     MOAT60$3 09/30/2019
Gradient Investments LLC22$1 09/30/2019
     MOAT22$1 09/30/2019

See Summary: Institutional Holders of MOAT
See Details: Top 10 Hedge Funds Holding MOAT
Also See: MOAT Holdings Changes

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