HoldingsChannel.com
Funds Holding MOAT
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,409,979$149,152 03/31/2020
     MOAT3,409,979$149,152 03/31/2020
Bank of America Corp DE2,366,694$103,519 03/31/2020
     MOAT2,366,694$103,519 03/31/2020
Raymond James Financial Services Advisors Inc.1,492,453$77,951 06/30/2020
     MOAT1,492,453$77,951 06/30/2020
Raymond James & Associates1,045,090$54,585 06/30/2020
     MOAT1,045,090$54,585 06/30/2020
JNBA Financial Advisors904,480$47,241 06/30/2020
     MOAT904,480$47,241 06/30/2020
LPL Financial LLC1,056,847$46,226 03/31/2020
     MOAT1,056,847$46,226 03/31/2020
Resources Investment Advisors LLC.893,093$39,064 03/31/2020
     MOAT893,093$39,064 03/31/2020
UBS Group AG690,046$36,041 06/30/2020
     MOAT690,046$36,041 06/30/2020
Ameriprise Financial Inc.743,917$32,439 03/31/2020
     MOAT743,917$32,439 03/31/2020
Wells Fargo & Company MN700,479$30,639 03/31/2020
     MOAT700,479$30,639 03/31/2020
FundX Investment Group LLC604,347$26,434 03/31/2020
     MOAT604,347$26,434 03/31/2020
Commonwealth Equity Services LLC550,616$24,083 03/31/2020
     MOAT550,616$24,083 03/31/2020
Cornerstone Wealth Group LLC422,181$22,051 06/30/2020
     MOAT422,181$22,051 06/30/2020
Randolph Co Inc382,562$19,981 06/30/2020
     MOAT382,562$19,981 06/30/2020
Kelman Lazarov Inc.382,272$19,966 06/30/2020
     MOAT382,272$19,966 06/30/2020
Leelyn Smith LLC283,218$14,792 06/30/2020
     MOAT283,218$14,792 06/30/2020
Trilogy Capital Inc.266,834$14,326 06/30/2020
     MOAT266,834$14,326 06/30/2020
Verde Capital Management270,302$14,118 06/30/2020
     MOAT270,302$14,118 06/30/2020
Envestnet Asset Management Inc.264,701$13,825 06/30/2020
     MOAT264,701$13,825 06/30/2020
CLS Investments LLC301,293$13,179 03/31/2020
     MOAT301,293$13,179 03/31/2020
Financial Services Advisory Inc251,046$13,112 06/30/2020
     MOAT251,046$13,112 06/30/2020
Royal Bank of Canada277,821$12,153 03/31/2020
     MOAT277,821$12,153 03/31/2020
Beaumont Asset Management L.L.C.229,078$11,964 06/30/2020
     MOAT229,078$11,964 06/30/2020
Truist Financial Corp262,646$11,488 03/31/2020
     MOAT262,646$11,488 03/31/2020
Advisor Group Holdings Inc.252,657$11,090 03/31/2020
     MOAT252,657$11,090 03/31/2020
Csenge Advisory Group202,977$10,602 06/30/2020
     MOAT202,977$10,602 06/30/2020
DAVENPORT & Co LLC183,547$9,587 06/30/2020
     MOAT183,547$9,587 06/30/2020
Northwestern Mutual Wealth Management Co.201,260$8,803 03/31/2020
     MOAT201,260$8,803 03/31/2020
CWM LLC159,553$8,333 06/30/2020
     MOAT159,553$8,333 06/30/2020
Apriem Advisors143,503$7,495 06/30/2020
     MOAT143,503$7,495 06/30/2020
Cetera Advisor Networks LLC170,863$7,474 03/31/2020
     MOAT170,863$7,474 03/31/2020
Ahrens Investment Partners LLC139,747$7,299 06/30/2020
     MOAT139,747$7,299 06/30/2020
Kovack Advisors Inc.139,128$7,267 06/30/2020
     MOAT139,128$7,267 06/30/2020
Sfmg LLC135,906$7,098 06/30/2020
     MOAT135,906$7,098 06/30/2020
Mid Atlantic Financial Management Inc. ADV127,937$6,682 06/30/2020
     MOAT127,937$6,682 06/30/2020
Cambridge Investment Research Advisors Inc.125,827$6,572 06/30/2020
     MOAT125,827$6,572 06/30/2020
Iron Financial LLC116,568$6,088 06/30/2020
     MOAT116,568$6,088 06/30/2020
Covington Capital Management127,034$5,556 03/31/2020
     MOAT127,034$5,556 03/31/2020
STA Wealth Management LLC100,759$5,263 06/30/2020
     MOAT100,759$5,263 06/30/2020
Stephens Inc. AR119,094$5,209 03/31/2020
     MOAT119,094$5,209 03/31/2020
MML Investors Services LLC117,194$5,126 03/31/2020
     MOAT117,194$5,126 03/31/2020
Vista Private Wealth Partners. LLC96,708$5,054 06/30/2020
     MOAT96,708$5,054 06/30/2020
Barnett & Company Inc.95,288$4,977 06/30/2020
     MOAT95,288$4,977 06/30/2020
Sigma Planning Corp89,999$4,701 06/30/2020
     MOAT89,999$4,701 06/30/2020
Cerity Partners LLC107,297$4,693 03/31/2020
     MOAT107,297$4,693 03/31/2020
S.E.E.D. Planning Group LLC87,858$4,589 06/30/2020
     MOAT87,858$4,589 06/30/2020
HighTower Advisors LLC87,282$4,563 06/30/2020
     MOAT87,282$4,563 06/30/2020
Lionsbridge Wealth Management LLC86,700$4,528 06/30/2020
     MOAT86,700$4,528 06/30/2020
Zurich Insurance Group Ltd FI102,048$4,502 03/31/2020
     MOAT102,048$4,502 03/31/2020
Cahill Financial Advisors Inc.102,768$4,496 03/31/2020
     MOAT102,768$4,496 03/31/2020
JPMorgan Chase & Co.99,049$4,332 03/31/2020
     MOAT99,049$4,332 03/31/2020
Blue Sky Asset Management LLC96,162$4,206 03/31/2020
     MOAT96,162$4,206 03/31/2020
Stifel Financial Corp96,126$4,205 03/31/2020
     MOAT96,126$4,205 03/31/2020
Brookstone Capital Management68,832$3,595 06/30/2020
     MOAT68,832$3,595 06/30/2020
Steward Partners Investment Advisory LLC66,084$3,452 06/30/2020
     MOAT66,084$3,452 06/30/2020
Financial Partners Group Inc60,740$3,172 06/30/2020
     MOAT60,740$3,172 06/30/2020
Atria Investments LLC71,339$3,120 03/31/2020
     MOAT71,339$3,120 03/31/2020
Dynamic Advisor Solutions LLC58,877$3,075 06/30/2020
     MOAT58,877$3,075 06/30/2020
Citigroup Inc.69,094$3,022 03/31/2020
     MOAT69,094$3,022 03/31/2020
Mirae Asset Global Investments Co. Ltd.56,000$2,925 06/30/2020
     MOAT56,000$2,925 06/30/2020
Private Advisor Group LLC62,802$2,747 03/31/2020
     MOAT62,802$2,747 03/31/2020
Baird Financial Group Inc.62,600$2,738 03/31/2020
     MOAT62,600$2,738 03/31/2020
Apexium Financial LP52,202$2,727 06/30/2020
     MOAT52,202$2,727 06/30/2020
Personal Resources Investment & Strategic Management Inc.51,648$2,698 06/30/2020
     MOAT51,648$2,698 06/30/2020
Archford Capital Strategies LLC50,876$2,657 06/30/2020
     MOAT50,876$2,657 06/30/2020
Qube Research & Technologies Ltd60,676$2,654 03/31/2020
     MOAT60,676$2,654 03/31/2020
Captrust Financial Advisors61,604$2,578 03/31/2020
     MOAT61,604$2,578 03/31/2020
Tranquility Partners LLC47,532$2,483 06/30/2020
     MOAT47,532$2,483 06/30/2020
IFP Advisors Inc46,694$2,413 06/30/2020
     MOAT46,694$2,413 06/30/2020
IHT Wealth Management LLC54,159$2,369 03/31/2020
     MOAT54,159$2,369 03/31/2020
10 15 Associates Inc.43,052$2,249 06/30/2020
     MOAT43,052$2,249 06/30/2020
Hochman Cole Investment Advisors Inc.41,213$2,153 06/30/2020
     MOAT41,213$2,153 06/30/2020
V Wealth Advisors LLC33,050$1,726 06/30/2020
     MOAT33,050$1,726 06/30/2020
Prudential PLC31,240$1,632 06/30/2020
     MOAT31,240$1,632 06/30/2020
US Bancorp DE31,069$1,623 06/30/2020
     MOAT31,069$1,623 06/30/2020
Sowell Financial Services LLC35,333$1,545 03/31/2020
     MOAT35,333$1,545 03/31/2020
Partnervest Advisory Services LLC28,572$1,492 06/30/2020
     MOAT28,572$1,492 06/30/2020
Roundview Capital LLC33,018$1,444 03/31/2020
     MOAT33,018$1,444 03/31/2020
ProVise Management Group LLC25,963$1,356 06/30/2020
     MOAT25,963$1,356 06/30/2020
Argent Trust Co25,884$1,352 06/30/2020
     MOAT25,884$1,352 06/30/2020
Cookson Peirce & Co. Inc.25,242$1,318 06/30/2020
     MOAT25,242$1,318 06/30/2020
MinichMacGregor Wealth Management LLC25,096$1,310 06/30/2020
     MOAT25,096$1,310 06/30/2020
Boston Family Office LLC25,055$1,309 06/30/2020
     MOAT25,055$1,309 06/30/2020
Summit Asset Management LLC24,980$1,305 06/30/2020
     MOAT24,980$1,305 06/30/2020
EWG Elevate Inc.22,791$1,190 06/30/2020
     MOAT22,791$1,190 06/30/2020
Pennsylvania Capital Management Inc. ADV22,717$1,186 06/30/2020
     MOAT22,717$1,186 06/30/2020
Professional Planning22,717$1,186 06/30/2020
     MOAT22,717$1,186 06/30/2020
Oppenheimer & Co. Inc.26,750$1,170 03/31/2020
     MOAT26,750$1,170 03/31/2020
Asset Management Corp IL ADV22,194$1,159 06/30/2020
     MOAT22,194$1,159 06/30/2020
Avantax Advisory Services Inc.21,218$1,109 06/30/2020
     MOAT21,218$1,109 06/30/2020
Lincoln National Corp21,082$1,101 06/30/2020
     MOAT21,082$1,101 06/30/2020
Gladstone Institutional Advisory LLC25,122$1,099 03/31/2020
     MOAT25,122$1,099 03/31/2020
Private Portfolio Partners LLC24,978$1,092 03/31/2020
     MOAT24,978$1,092 03/31/2020
Kalos Management Inc.20,362$1,006 03/31/2020
     MOAT20,362$1,006 03/31/2020
Aptus Capital Advisors LLC19,151$1,000 06/30/2020
     MOAT19,151$1,000 06/30/2020
First Allied Advisory Services Inc.22,285$975 03/31/2020
     MOAT22,285$975 03/31/2020
Ascension Capital Advisors Inc.22,144$969 03/31/2020
     MOAT22,144$969 03/31/2020
Intl Fcstone Inc.21,118$924 03/31/2020
     MOAT21,118$924 03/31/2020
Cedar Brook Financial Partners LLC17,280$903 06/30/2020
     MOAT17,280$903 06/30/2020
9258 Wealth Management LLC18,100$881 03/31/2020
     MOAT18,100$881 03/31/2020
Cary Street Partner Investment Advisory LLC16,812$878 06/30/2020
     MOAT16,812$878 06/30/2020
HRT Financial LLC19,874$869 03/31/2020
     MOAT19,874$869 03/31/2020
Cornerstone Wealth Management LLC16,242$848 06/30/2020
     MOAT16,242$848 06/30/2020
Howard Financial Services LTD.15,362$802 06/30/2020
     MOAT15,362$802 06/30/2020
Claraphi Advisory Network LLC16,229$710 03/31/2020
     MOAT16,229$710 03/31/2020
Patten Group Inc.13,258$692 06/30/2020
     MOAT13,258$692 06/30/2020
Castle Rock Wealth Management LLC12,510$681 06/30/2020
     MOAT12,510$681 06/30/2020
Winslow Evans & Crocker Inc.12,821$669 06/30/2020
     MOAT12,821$669 06/30/2020
Northern Trust Corp15,193$665 03/31/2020
     MOAT15,193$665 03/31/2020
Almanack Investment Partners LLC.12,596$658 06/30/2020
     MOAT12,596$658 06/30/2020
Whittier Trust Co. of Nevada Inc.12,495$652 06/30/2020
     MOAT12,495$652 06/30/2020
Blair William & Co. IL14,636$640 03/31/2020
     MOAT14,636$640 03/31/2020
RDA Financial Network12,164$635 06/30/2020
     MOAT12,164$635 06/30/2020
Legacy Capital Partners Inc.12,120$633 06/30/2020
     MOAT12,120$633 06/30/2020
Advisory Services Network LLC12,084$631 06/30/2020
     MOAT12,084$631 06/30/2020
Wedbush Securities Inc.11,811$617 06/30/2020
     MOAT11,811$617 06/30/2020
Moors & Cabot Inc.14,149$613 03/31/2020
     MOAT14,149$613 03/31/2020
Acorn Wealth Advisors LLC13,889$610 03/31/2020
     MOAT13,889$610 03/31/2020
OLD Second National Bank of Aurora11,202$585 06/30/2020
     MOAT11,202$585 06/30/2020
Roberts Glore & Co. Inc. IL13,337$583 03/31/2020
     MOAT13,337$583 03/31/2020
Gilbert & Cook Inc.11,106$580 06/30/2020
     MOAT11,106$580 06/30/2020
Cornell Pochily Investment Advisors Inc.11,011$575 06/30/2020
     MOAT11,011$575 06/30/2020
Capital Analysts LLC10,522$550 06/30/2020
     MOAT10,522$550 06/30/2020
Belpointe Asset Management LLC10,128$529 06/30/2020
     MOAT10,128$529 06/30/2020
Janney Montgomery Scott LLC9,999$522 06/30/2020
     MOAT9,999$522 06/30/2020
Wintrust Investments LLC9,892$517 06/30/2020
     MOAT9,892$517 06/30/2020
Waterloo Capital L.P.11,829$517 03/31/2020
     MOAT11,829$517 03/31/2020
BCS Wealth Management9,644$504 06/30/2020
     MOAT9,644$504 06/30/2020
Cetera Advisors LLC11,295$494 03/31/2020
     MOAT11,295$494 03/31/2020
Oliver Luxxe Assets LLC10,164$472 03/31/2020
     MOAT10,164$472 03/31/2020
Kingsview Wealth Management LLC10,800$472 03/31/2020
     MOAT10,800$472 03/31/2020
Equitable Holdings Inc.10,503$459 03/31/2020
     MOAT10,503$459 03/31/2020
Centaurus Financial Inc.10,249$448 03/31/2020
     MOAT10,249$448 03/31/2020
Creative Planning7,995$418 06/30/2020
     MOAT7,995$418 06/30/2020
AE Wealth Management LLC7,886$412 06/30/2020
     MOAT7,886$412 06/30/2020
Comerica Bank7,433$404 06/30/2020
     MOAT7,433$404 06/30/2020
CIBC World Markets Inc.9,229$404 03/31/2020
     MOAT9,229$404 03/31/2020
Wimmer Associates 1 LLC8,685$380 03/31/2020
     MOAT8,685$380 03/31/2020
GWM Advisors LLC7,045$368 06/30/2020
     MOAT7,045$368 06/30/2020
San Francisco Sentry Investment Group CA6,245$326 06/30/2020
     MOAT6,245$326 06/30/2020
Integrated Wealth Concepts LLC6,049$316 06/30/2020
     MOAT6,049$316 06/30/2020
Arete Wealth Advisors LLC6,027$315 06/30/2020
     MOAT6,027$315 06/30/2020
Accuvest Global Advisors5,787$302 06/30/2020
     MOAT5,787$302 06/30/2020
BBVA USA Bancshares Inc.5,684$297 06/30/2020
     MOAT5,684$297 06/30/2020
GM Advisory Group Inc.6,696$293 03/31/2020
     MOAT6,696$293 03/31/2020
Sawtooth Solutions LLC5,501$287 06/30/2020
     MOAT5,501$287 06/30/2020
Global Retirement Partners LLC5,408$282 06/30/2020
     MOAT5,408$282 06/30/2020
Brighton Jones LLC6,346$278 03/31/2020
     MOAT6,346$278 03/31/2020
United Capital Financial Advisers LLC6,363$278 03/31/2020
     MOAT6,363$278 03/31/2020
Dohj LLC4,798$259 06/30/2020
     MOAT4,798$259 06/30/2020
Sunbelt Securities Inc.5,683$249 03/31/2020
     MOAT5,683$249 03/31/2020
Perennial Investment Advisors LLC4,743$248 06/30/2020
     MOAT4,743$248 06/30/2020
Aveo Capital Partners LLC5,675$248 03/31/2020
     MOAT5,675$248 03/31/2020
Welch & Forbes LLC4,675$244 06/30/2020
     MOAT4,675$244 06/30/2020
National Asset Management Inc.4,637$242 06/30/2020
     MOAT4,637$242 06/30/2020
Sheaff Brock Investment Advisors LLC4,370$228 06/30/2020
     MOAT4,370$228 06/30/2020
Fairhaven Wealth Management LLC5,004$219 03/31/2020
     MOAT5,004$219 03/31/2020
Raymond James Trust N.A.4,063$212 06/30/2020
     MOAT4,063$212 06/30/2020
Perigon Wealth Management LLC4,024$210 06/30/2020
     MOAT4,024$210 06/30/2020
Ancora Advisors LLC4,715$207 03/31/2020
     MOAT4,715$207 03/31/2020
Madden Advisory Services Inc.3,931$205 06/30/2020
     MOAT3,931$205 06/30/2020
Weaver Consulting Group3,913$204 06/30/2020
     MOAT3,913$204 06/30/2020
Asset Dedication LLC3,882$170 03/31/2020
     MOAT3,882$170 03/31/2020
Rowland Carmichael Advisors Inc. ADV2,860$149 06/30/2020
     MOAT2,860$149 06/30/2020
Patriot Financial Group Insurance Agency LLC2,562$134 06/30/2020
     MOAT2,562$134 06/30/2020
Bank of Montreal Can3,136$133 03/31/2020
     MOAT3,136$133 03/31/2020
Eudaimonia Partners LLC2,953$129 03/31/2020
     MOAT2,953$129 03/31/2020
Verus Capital Partners LLC2,936$128 03/31/2020
     MOAT2,936$128 03/31/2020
FMR LLC2,566$112 03/31/2020
     MOAT2,566$112 03/31/2020
Migdal Insurance & Financial Holdings Ltd.2,100$110 06/30/2020
     MOAT2,100$110 06/30/2020
Pinnacle Financial Partners Inc.1,915$100 06/30/2020
     MOAT1,915$100 06/30/2020
Orion Portfolio Solutions LLC1,903$83 03/31/2020
     MOAT1,903$83 03/31/2020
Valeo Financial Advisors LLC1,552$81 06/30/2020
     MOAT1,552$81 06/30/2020
Flagship Harbor Advisors LLC1,453$75 06/30/2020
     MOAT1,453$75 06/30/2020
TCI Wealth Advisors Inc.1,409$74 06/30/2020
     MOAT1,409$74 06/30/2020
Capital Investment Advisory Services LLC1,410$74 06/30/2020
     MOAT1,410$74 06/30/2020
HCR Wealth Advisors1,368$72 06/30/2020
     MOAT1,368$72 06/30/2020
Parallel Advisors LLC1,288$67 06/30/2020
     MOAT1,288$67 06/30/2020
Plante Moran Financial Advisors LLC1,234$64 06/30/2020
     MOAT1,234$64 06/30/2020
First Manhattan Co.1,473$64 03/31/2020
     MOAT1,473$64 03/31/2020
Golden State Wealth Management LLC1,406$62 03/31/2020
     MOAT1,406$62 03/31/2020
AdvisorNet Financial Inc1,189$52 03/31/2020
     MOAT1,189$52 03/31/2020
Proequities Inc.970$42 03/31/2020
     MOAT970$42 03/31/2020
Atlas Capital Advisors LLC563$29 06/30/2020
     MOAT563$29 06/30/2020
Whittier Trust Co.530$28 06/30/2020
     MOAT530$28 06/30/2020
HM Payson & Co.644$28 03/31/2020
     MOAT644$28 03/31/2020
Nvwm LLC573$25 03/31/2020
     MOAT573$25 03/31/2020
First Bank & Trust458$24 06/30/2020
     MOAT458$24 06/30/2020
Archer Investment Corp485$21 03/31/2020
     MOAT485$21 03/31/2020
Hoover Financial Advisors Inc.375$20 06/30/2020
     MOAT375$20 06/30/2020
Benjamin F. Edwards & Company Inc.452$20 03/31/2020
     MOAT452$20 03/31/2020
Pflug Koory LLC356$19 06/30/2020
     MOAT356$19 06/30/2020
Truvestments Capital LLC375$19 06/30/2020
     MOAT375$19 06/30/2020
Certified Advisory Corp335$18 06/30/2020
     MOAT335$18 06/30/2020
Tsfg LLC321$17 06/30/2020
     MOAT321$17 06/30/2020
HHM Wealth Advisors LLC382$17 03/31/2020
     MOAT382$17 03/31/2020
M&R Capital Management Inc.300$15 06/30/2020
     MOAT300$15 06/30/2020
Carroll Financial Associates Inc.242$12 06/30/2020
     MOAT242$12 06/30/2020
Edge Wealth Management LLC140$7 06/30/2020
     MOAT140$7 06/30/2020
Trust Co. of Vermont113$6 06/30/2020
     MOAT113$6 06/30/2020
Savior LLC107$6 06/30/2020
     MOAT107$6 06/30/2020
LifePlan Financial Group Inc101$5 06/30/2020
     MOAT101$5 06/30/2020
Edmond DE Rothschild Holding S.A.93$5 06/30/2020
     MOAT93$5 06/30/2020
Howe & Rusling Inc.66$3 06/30/2020
     MOAT66$3 06/30/2020
Baystate Wealth Management LLC50$3 06/30/2020
     MOAT50$3 06/30/2020
BDO Wealth Advisors LLC60$3 03/31/2020
     MOAT60$3 03/31/2020
Jacobi Capital Management LLC42$2 06/30/2020
     MOAT42$2 06/30/2020
Macroview Investment Management LLC40$2 03/31/2020
     MOAT40$2 03/31/2020
Gradient Investments LLC22$1 06/30/2020
     MOAT22$1 06/30/2020
Financial Advisory Service Inc.28$1 06/30/2020
     MOAT28$1 06/30/2020
Carmichael Hill & Associates Inc.17$1 06/30/2020
     MOAT17$1 06/30/2020
Vectors Research Management LLC13$1 03/31/2020
     MOAT13$1 03/31/2020

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

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