HoldingsChannel.com
Funds Holding MOAT

On this page, we present all of the funds holding MOAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MOAT, with a link to that fund's top holdings. The next columns indicate the amount of MOAT stock held by each of the funds holding MOAT, followed by the MOAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 334 funds holding MOAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by B. Riley Wealth Management Inc.. For more details on the positions held by B. Riley Wealth Management Inc. (or by any of the other funds holding MOAT), click the fund name in the "Holder" column of the funds-holding-MOAT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
B. Riley Wealth Management Inc.15,106$415,175 06/30/2022
     MOAT15,106$415,175 06/30/2022
Bank of America Corp DE5,866,518$373,873 06/30/2022
     MOAT5,866,518$373,873 06/30/2022
Morgan Stanley4,664,283$297,254 06/30/2022
     MOAT4,664,283$297,254 06/30/2022
Raymond James Financial Services Advisors Inc.2,757,031$175,708 06/30/2022
     MOAT2,757,031$175,708 06/30/2022
LPL Financial LLC2,574,657$164,083 06/30/2022
     MOAT2,574,657$164,083 06/30/2022
Raymond James & Associates1,814,707$115,651 06/30/2022
     MOAT1,814,707$115,651 06/30/2022
Resources Investment Advisors LLC.1,745,459$111,238 06/30/2022
     MOAT1,745,459$111,238 06/30/2022
Ameriprise Financial Inc.1,643,372$104,691 06/30/2022
     MOAT1,643,372$104,691 06/30/2022
Wells Fargo & Company MN1,301,607$82,952 06/30/2022
     MOAT1,301,607$82,952 06/30/2022
Commonwealth Equity Services LLC1,044,113$66,541 06/30/2022
     MOAT1,044,113$66,541 06/30/2022
JNBA Financial Advisors774,857$49,382 06/30/2022
     MOAT774,857$49,382 06/30/2022
Thrivent Financial for Lutherans672,002$42,827 06/30/2022
     MOAT672,002$42,827 06/30/2022
UBS Group AG660,198$42,074 06/30/2022
     MOAT660,198$42,074 06/30/2022
Northwestern Mutual Wealth Management Co.626,210$39,907 06/30/2022
     MOAT626,210$39,907 06/30/2022
Advisor Group Holdings Inc.603,733$38,525 06/30/2022
     MOAT603,733$38,525 06/30/2022
Sfmg LLC587,216$37,423 06/30/2022
     MOAT587,216$37,423 06/30/2022
Verde Capital Management523,227$33,345 06/30/2022
     MOAT523,227$33,345 06/30/2022
Kelman Lazarov Inc.512,711$32,675 06/30/2022
     MOAT512,711$32,675 06/30/2022
487,283$31,055 06/30/2022
     MOAT487,283$31,055 06/30/2022
CWM LLC447,889$28,544 06/30/2022
     MOAT447,889$28,544 06/30/2022
Brookstone Capital Management401,858$26,535 06/30/2022
     MOAT401,858$26,535 06/30/2022
Southern Farm Bureau Life Insurance404,862$25,834 06/30/2022
     MOAT404,862$25,834 06/30/2022
Leelyn Smith LLC365,266$23,278 06/30/2022
     MOAT365,266$23,278 06/30/2022
Alaska Permanent Capital Management362,831$23,123 06/30/2022
     MOAT362,831$23,123 06/30/2022
Bard Financial Services Inc.361,392$23,032 06/30/2022
     MOAT361,392$23,032 06/30/2022
WealthPLAN Partners LLC326,330$22,523 03/31/2022
     MOAT326,330$22,523 03/31/2022
WealthPlan Investment Management LLC326,330$22,523 03/31/2022
     MOAT326,330$22,523 03/31/2022
Quantitative Advantage LLC328,576$20,940 06/30/2022
     MOAT328,576$20,940 06/30/2022
Financial Management Network Inc.322,017$20,731 06/30/2022
     MOAT322,017$20,731 06/30/2022
Cahill Financial Advisors Inc.315,110$20,082 06/30/2022
     MOAT315,110$20,082 06/30/2022
Envestnet Asset Management Inc.311,374$19,844 06/30/2022
     MOAT311,374$19,844 06/30/2022
Affinia Financial Group LLC287,759$19,001 06/30/2022
     MOAT287,759$19,001 06/30/2022
Planned Solutions Inc.297,744$18,975 06/30/2022
     MOAT297,744$18,975 06/30/2022
Beaumont Asset Management L.L.C.292,972$18,671 06/30/2022
     MOAT292,972$18,671 06/30/2022
Mirae Asset Global Investments Co. Ltd.284,000$18,100 06/30/2022
     MOAT284,000$18,100 06/30/2022
G2 Capital Management LLC OH276,812$17,641 06/30/2022
     MOAT276,812$17,641 06/30/2022
Stifel Financial Corp271,373$17,295 06/30/2022
     MOAT271,373$17,295 06/30/2022
HighTower Advisors LLC269,106$17,147 06/30/2022
     MOAT269,106$17,147 06/30/2022
Regatta Capital Group LLC265,342$16,910 06/30/2022
     MOAT265,342$16,910 06/30/2022
Ceera Investments LLC258,320$16,463 06/30/2022
     MOAT258,320$16,463 06/30/2022
Private Advisor Group LLC250,319$15,953 06/30/2022
     MOAT250,319$15,953 06/30/2022
PFS Investments Inc.242,950$15,483 06/30/2022
     MOAT242,950$15,483 06/30/2022
Smith Anglin Financial LLC239,187$15,243 06/30/2022
     MOAT239,187$15,243 06/30/2022
Cambridge Investment Research Advisors Inc.235,835$15,030 06/30/2022
     MOAT235,835$15,030 06/30/2022
Level Four Advisory Services LLC223,797$14,263 06/30/2022
     MOAT223,797$14,263 06/30/2022
First Foundation Advisors222,881$14,204 06/30/2022
     MOAT222,881$14,204 06/30/2022
Wealth Enhancement Advisory Services LLC213,690$14,110 06/30/2022
     MOAT213,690$14,110 06/30/2022
Covington Capital Management202,373$12,897 06/30/2022
     MOAT202,373$12,897 06/30/2022
Summit Asset Management LLC189,816$12,097 06/30/2022
     MOAT189,816$12,097 06/30/2022
DAVENPORT & Co LLC177,247$11,296 06/30/2022
     MOAT177,247$11,296 06/30/2022
Provident Wealth Management LLC177,118$11,288 06/30/2022
     MOAT177,118$11,288 06/30/2022
Zurich Insurance Group Ltd FI173,184$11,037 06/30/2022
     MOAT173,184$11,037 06/30/2022
Activest Wealth Management172,353$10,986 06/30/2022
     MOAT172,353$10,986 06/30/2022
Darrow Company Inc.168,313$10,726 06/30/2022
     MOAT168,313$10,726 06/30/2022
MML Investors Services LLC167,109$10,650 06/30/2022
     MOAT167,109$10,650 06/30/2022
APCM Wealth Management for Individuals165,875$10,571 06/30/2022
     MOAT165,875$10,571 06/30/2022
Creative Planning159,705$10,178 06/30/2022
     MOAT159,705$10,178 06/30/2022
Visionary Wealth Advisors158,868$10,125 06/30/2022
     MOAT158,868$10,125 06/30/2022
Dynamic Advisor Solutions LLC158,684$10,113 06/30/2022
     MOAT158,684$10,113 06/30/2022
Stephens Inc. AR152,617$9,726 06/30/2022
     MOAT152,617$9,726 06/30/2022
Royal Bank of Canada151,158$9,633 06/30/2022
     MOAT151,158$9,633 06/30/2022
Lionsbridge Wealth Management LLC128,055$9,566 03/31/2022
     MOAT128,055$9,566 03/31/2022
Alpha Omega Group Inc.145,924$9,300 06/30/2022
     MOAT145,924$9,300 06/30/2022
Truist Financial Corp145,007$9,241 06/30/2022
     MOAT145,007$9,241 06/30/2022
Apriem Advisors135,086$8,609 06/30/2022
     MOAT135,086$8,609 06/30/2022
Ferris Capital LLC113,041$8,444 03/31/2022
     MOAT113,041$8,444 03/31/2022
Eagle Strategies LLC128,789$8,208 06/30/2022
     MOAT128,789$8,208 06/30/2022
Steward Partners Investment Advisory LLC125,348$7,988 06/30/2022
     MOAT125,348$7,988 06/30/2022
122,753$7,823 06/30/2022
     MOAT122,753$7,823 06/30/2022
Financial Sense Advisors Inc.118,028$7,522 06/30/2022
     MOAT118,028$7,522 06/30/2022
Coulter & Justus Financial Services LLC114,189$7,277 06/30/2022
     MOAT114,189$7,277 06/30/2022
Apexium Financial LP112,910$7,153 06/30/2022
     MOAT112,910$7,153 06/30/2022
Roundview Capital LLC107,018$6,820 06/30/2022
     MOAT107,018$6,820 06/30/2022
Sigma Planning Corp100,379$6,397 06/30/2022
     MOAT100,379$6,397 06/30/2022
Janney Montgomery Scott LLC97,847$6,330 06/30/2022
     MOAT97,847$6,330 06/30/2022
Archford Capital Strategies LLC98,195$6,258 06/30/2022
     MOAT98,195$6,258 06/30/2022
Great Valley Advisor Group Inc.98,080$6,250 06/30/2022
     MOAT98,080$6,250 06/30/2022
Ahrens Investment Partners LLC93,849$5,981 06/30/2022
     MOAT93,849$5,981 06/30/2022
JPMorgan Chase & Co.93,825$5,979 06/30/2022
     MOAT93,825$5,979 06/30/2022
Vista Private Wealth Partners. LLC92,777$5,963 06/30/2022
     MOAT92,777$5,963 06/30/2022
BKA Wealth Consulting Inc.92,416$5,890 06/30/2022
     MOAT92,416$5,890 06/30/2022
Buttonwood Financial Advisors Inc.90,569$5,772 06/30/2022
     MOAT90,569$5,772 06/30/2022
Sowell Financial Services LLC147,306$5,754 06/30/2022
     MOAT147,306$5,754 06/30/2022
MAI Capital Management90,153$5,745 06/30/2022
     MOAT90,153$5,745 06/30/2022
Cerity Partners LLC86,185$5,493 06/30/2022
     MOAT86,185$5,493 06/30/2022
S.E.E.D. Planning Group LLC84,577$5,390 06/30/2022
     MOAT84,577$5,390 06/30/2022
Rockefeller Capital Management L.P.84,336$5,374 06/30/2022
     MOAT84,336$5,374 06/30/2022
Oppenheimer & Co. Inc.83,964$5,351 06/30/2022
     MOAT83,964$5,351 06/30/2022
Ferguson Shapiro LLC83,820$5,342 06/30/2022
     MOAT83,820$5,342 06/30/2022
Laurel Wealth Planning LLC75,606$4,818 06/30/2022
     MOAT75,606$4,818 06/30/2022
Baird Financial Group Inc.75,162$4,790 06/30/2022
     MOAT75,162$4,790 06/30/2022
Prospera Financial Services Inc72,063$4,593 06/30/2022
     MOAT72,063$4,593 06/30/2022
Kathleen S. Wright Associates Inc.71,963$4,586 06/30/2022
     MOAT71,963$4,586 06/30/2022
Fermata Advisors LLC71,236$4,540 06/30/2022
     MOAT71,236$4,540 06/30/2022
IFP Advisors Inc99,707$4,305 06/30/2022
     MOAT99,707$4,305 06/30/2022
Future Financial Wealth Managment LLC56,269$4,203 06/30/2022
     MOAT56,269$4,203 06/30/2022
Icapital Wealth LLC65,605$4,181 06/30/2022
     MOAT65,605$4,181 06/30/2022
Doyle Wealth Management65,396$4,168 06/30/2022
     MOAT65,396$4,168 06/30/2022
Connectus Wealth LLC61,573$3,925 06/30/2022
     MOAT61,573$3,925 06/30/2022
Cornerstone Wealth Management LLC59,739$3,807 06/30/2022
     MOAT59,739$3,807 06/30/2022
Financial Partners Group Inc59,561$3,796 06/30/2022
     MOAT59,561$3,796 06/30/2022
Tranquility Partners LLC58,092$3,702 06/30/2022
     MOAT58,092$3,702 06/30/2022
Atria Wealth Solutions Inc.56,544$3,602 06/30/2022
     MOAT56,544$3,602 06/30/2022
Cornerstone Wealth Group LLC54,462$3,471 06/30/2022
     MOAT54,462$3,471 06/30/2022
Cary Street Partners Investment Advisory LLC54,332$3,463 06/30/2022
     MOAT54,332$3,463 06/30/2022
Wimmer Associates 1 LLC54,049$3,445 06/30/2022
     MOAT54,049$3,445 06/30/2022
Iron Financial LLC53,116$3,385 06/30/2022
     MOAT53,116$3,385 06/30/2022
Cetera Advisor Networks LLC52,797$3,365 06/30/2022
     MOAT52,797$3,365 06/30/2022
Acorn Wealth Advisors LLC52,455$3,343 06/30/2022
     MOAT52,455$3,343 06/30/2022
Sentinel Pension Advisors Inc.50,915$3,245 06/30/2022
     MOAT50,915$3,245 06/30/2022
National Asset Management Inc.50,472$3,217 06/30/2022
     MOAT50,472$3,217 06/30/2022
Avantax Advisory Services Inc.50,032$3,189 06/30/2022
     MOAT50,032$3,189 06/30/2022
Western Wealth Management LLC49,983$3,183 06/30/2022
     MOAT49,983$3,183 06/30/2022
Capital Analysts LLC49,581$3,160 06/30/2022
     MOAT49,581$3,160 06/30/2022
Snider Financial Group49,050$3,126 06/30/2022
     MOAT49,050$3,126 06/30/2022
Beacon Pointe Advisors LLC47,989$3,058 06/30/2022
     MOAT47,989$3,058 06/30/2022
Citigroup Inc.47,538$3,030 06/30/2022
     MOAT47,538$3,030 06/30/2022
Anson Capital Inc.46,994$2,995 06/30/2022
     MOAT46,994$2,995 06/30/2022
Kestra Advisory Services LLC44,371$2,828 06/30/2022
     MOAT44,371$2,828 06/30/2022
Claudia M.P. Batlle CRP R LLC41,651$2,655 06/30/2022
     MOAT41,651$2,655 06/30/2022
HRT Financial LP40,873$2,604 06/30/2022
     MOAT40,873$2,604 06/30/2022
Two Sigma Investments LP39,900$2,543 06/30/2022
     MOAT39,900$2,543 06/30/2022
Csenge Advisory Group39,781$2,535 06/30/2022
     MOAT39,781$2,535 06/30/2022
Gladstone Institutional Advisory LLC39,457$2,515 06/30/2022
     MOAT39,457$2,515 06/30/2022
IHT Wealth Management LLC37,889$2,415 06/30/2022
     MOAT37,889$2,415 06/30/2022
Orion Portfolio Solutions LLC37,884$2,414 06/30/2022
     MOAT37,884$2,414 06/30/2022
US Bancorp DE36,986$2,357 06/30/2022
     MOAT36,986$2,357 06/30/2022
Credit Suisse AG36,580$2,335 06/30/2022
     MOAT36,580$2,335 06/30/2022
Smith Moore & CO.36,390$2,319 06/30/2022
     MOAT36,390$2,319 06/30/2022
Rehmann Capital Advisory Group35,310$2,250 06/30/2022
     MOAT35,310$2,250 06/30/2022
Claybrook Capital LLC35,300$2,250 06/30/2022
     MOAT35,300$2,250 06/30/2022
White Knight Strategic Wealth Advisors LLC35,270$2,248 06/30/2022
     MOAT35,270$2,248 06/30/2022
Benchmark Financial Wealth Advisors LLC35,154$2,240 06/30/2022
     MOAT35,154$2,240 06/30/2022
Asset Management Corp IL ADV34,926$2,226 06/30/2022
     MOAT34,926$2,226 06/30/2022
Thoroughbred Financial Services LLC34,427$2,194 06/30/2022
     MOAT34,427$2,194 06/30/2022
Financial Advocates Investment Management34,084$2,172 06/30/2022
     MOAT34,084$2,172 06/30/2022
Treynor Bancshares Inc.33,830$2,156 06/30/2022
     MOAT33,830$2,156 06/30/2022
Resolute Financial LLC33,386$2,128 06/30/2022
     MOAT33,386$2,128 06/30/2022
Susquehanna International Group LLP $2,103 06/30/2022
     MOAT27,435$1,748 06/30/2022
     Call5,500$355 06/30/2022
Belpointe Asset Management LLC32,600$2,077 06/30/2022
     MOAT32,600$2,077 06/30/2022
First Republic Investment Management Inc.32,141$2,048 06/30/2022
     MOAT32,141$2,048 06/30/2022
Flow Traders U.S. LLC31,896$2,033 06/30/2022
     MOAT31,896$2,033 06/30/2022
Triumph Capital Management31,133$1,984 06/30/2022
     MOAT31,133$1,984 06/30/2022
Cookson Peirce & Co. Inc.31,090$1,981 06/30/2022
     MOAT31,090$1,981 06/30/2022
Stratos Wealth Partners LTD.30,134$1,920 06/30/2022
     MOAT30,134$1,920 06/30/2022
AE Wealth Management LLC29,792$1,899 06/30/2022
     MOAT29,792$1,899 06/30/2022
Private Portfolio Partners LLC29,662$1,890 06/30/2022
     MOAT29,662$1,890 06/30/2022
Cornerstone Advisory LLC29,293$1,867 06/30/2022
     MOAT29,293$1,867 06/30/2022
Cetera Investment Advisers29,052$1,852 06/30/2022
     MOAT29,052$1,852 06/30/2022
Oliver Luxxe Assets LLC27,880$1,777 06/30/2022
     MOAT27,880$1,777 06/30/2022
Integrated Advisors Network LLC27,738$1,768 06/30/2022
     MOAT27,738$1,768 06/30/2022
National Bank of Canada FI27,119$1,728 06/30/2022
     MOAT27,119$1,728 06/30/2022
Two Sigma Advisers LP26,700$1,702 06/30/2022
     MOAT26,700$1,702 06/30/2022
Atria Investments LLC26,701$1,702 06/30/2022
     MOAT26,701$1,702 06/30/2022
The PNC Financial Services Group Inc.25,957$1,654 06/30/2022
     MOAT25,957$1,654 06/30/2022
Patriot Financial Group Insurance Agency LLC25,603$1,632 06/30/2022
     MOAT25,603$1,632 06/30/2022
HHM Wealth Advisors LLC25,439$1,621 06/30/2022
     MOAT25,439$1,621 06/30/2022
V Wealth Advisors LLC25,384$1,618 06/30/2022
     MOAT25,384$1,618 06/30/2022
Argent Trust Co25,149$1,603 06/30/2022
     MOAT25,149$1,603 06/30/2022
Strategic Wealth Advisors Group LLC24,249$1,566 06/30/2022
     MOAT24,249$1,566 06/30/2022
Cross Staff Investments Inc16,268$1,564 06/30/2022
     MOAT16,268$1,564 06/30/2022
EWG Elevate Inc.24,481$1,560 06/30/2022
     MOAT24,481$1,560 06/30/2022
Monumental Financial Group Inc.24,278$1,547 06/30/2022
     MOAT24,278$1,547 06/30/2022
Collaborative Wealth Managment Inc.24,211$1,543 06/30/2022
     MOAT24,211$1,543 06/30/2022
Brinker Capital Investments LLC23,748$1,513 06/30/2022
     MOAT23,748$1,513 06/30/2022
DHK Financial Advisors Inc.23,696$1,510 06/30/2022
     MOAT23,696$1,510 06/30/2022
Roberts Glore & Co. Inc. IL23,261$1,482 06/30/2022
     MOAT23,261$1,482 06/30/2022
Mariner LLC23,128$1,474 06/30/2022
     MOAT23,128$1,474 06/30/2022
Blair William & Co. IL23,050$1,469 06/30/2022
     MOAT23,050$1,469 06/30/2022
Lincoln National Corp22,943$1,462 06/30/2022
     MOAT22,943$1,462 06/30/2022
BCS Wealth Management22,825$1,455 06/30/2022
     MOAT22,825$1,455 06/30/2022
Global Retirement Partners LLC22,769$1,451 06/30/2022
     MOAT22,769$1,451 06/30/2022
9258 Wealth Management LLC22,247$1,418 06/30/2022
     MOAT22,247$1,418 06/30/2022
Cetera Advisors LLC21,961$1,400 06/30/2022
     MOAT21,961$1,400 06/30/2022
Cornell Pochily Investment Advisors Inc.21,683$1,382 06/30/2022
     MOAT21,683$1,382 06/30/2022
U.S. Capital Wealth Advisors LLC21,363$1,361 06/30/2022
     MOAT21,363$1,361 06/30/2022
Andesa Financial Management Inc.21,070$1,343 06/30/2022
     MOAT21,070$1,343 06/30/2022
Northern Trust Corp20,628$1,314 06/30/2022
     MOAT20,628$1,314 06/30/2022
RDA Financial Network20,602$1,313 06/30/2022
     MOAT20,602$1,313 06/30/2022
Equitable Holdings Inc.19,804$1,262 06/30/2022
     MOAT19,804$1,262 06/30/2022
Boston Family Office LLC19,065$1,215 06/30/2022
     MOAT19,065$1,215 06/30/2022
Raymond James Trust N.A.19,006$1,211 06/30/2022
     MOAT19,006$1,211 06/30/2022
Almanack Investment Partners LLC.18,562$1,183 06/30/2022
     MOAT18,562$1,183 06/30/2022
WNY Asset Management LLC18,399$1,172 06/30/2022
     MOAT18,399$1,172 06/30/2022
ProVise Management Group LLC18,237$1,162 06/30/2022
     MOAT18,237$1,162 06/30/2022
Kingsview Wealth Management LLC18,033$1,149 06/30/2022
     MOAT18,033$1,149 06/30/2022
Carnegie Capital Asset Management LLC17,467$1,113 06/30/2022
     MOAT17,467$1,113 06/30/2022
Arete Wealth Advisors LLC17,324$1,105 06/30/2022
     MOAT17,324$1,105 06/30/2022
Claraphi Advisory Network LLC17,026$1,085 06/30/2022
     MOAT17,026$1,085 06/30/2022
Howard Financial Services LTD.16,898$1,077 06/30/2022
     MOAT16,898$1,077 06/30/2022
First Community Trust NA15,730$1,002 06/30/2022
     MOAT15,730$1,002 06/30/2022
Ascension Capital Advisors Inc.15,569$992 06/30/2022
     MOAT15,569$992 06/30/2022
Swmg LLC13,164$983 03/31/2022
     MOAT13,164$983 03/31/2022
Tower Research Capital LLC TRC 14,916$951 06/30/2022
     MOAT14,916$951 06/30/2022
Cedar Brook Financial Partners LLC14,812$944 06/30/2022
     MOAT14,812$944 06/30/2022
Patten Group Inc.14,197$940 06/30/2022
     MOAT14,197$940 06/30/2022
Autumn Glory Partners LLC14,576$929 06/30/2022
     MOAT14,576$929 06/30/2022
Tanager Wealth Management LLP14,394$917 06/30/2022
     MOAT14,394$917 06/30/2022
Van Den Berg Management I Inc.14,089$898 06/30/2022
     MOAT14,089$898 06/30/2022
Centaurus Financial Inc.14,016$893 06/30/2022
     MOAT14,016$893 06/30/2022
Defined Wealth Management LLC13,209$842 06/30/2022
     MOAT13,209$842 06/30/2022
United Capital Financial Advisers LLC13,077$833 06/30/2022
     MOAT13,077$833 06/30/2022
J.W. Cole Advisors Inc.13,035$831 06/30/2022
     MOAT13,035$831 06/30/2022
Captrust Financial Advisors12,324$785 06/30/2022
     MOAT12,324$785 06/30/2022
Whittier Trust Co. of Nevada Inc.12,295$783 06/30/2022
     MOAT12,295$783 06/30/2022
Change Path LLC12,012$766 06/30/2022
     MOAT12,012$766 06/30/2022
Castle Rock Wealth Management LLC11,457$759 06/30/2022
     MOAT11,457$759 06/30/2022
Newbridge Financial Services Group Inc.11,775$750 06/30/2022
     MOAT11,775$750 06/30/2022
Legacy Private Trust Co.11,626$741 06/30/2022
     MOAT11,626$741 06/30/2022
Mercer Global Advisors Inc. ADV11,193$713 06/30/2022
     MOAT11,193$713 06/30/2022
GPS Wealth Strategies Group LLC11,183$713 06/30/2022
     MOAT11,183$713 06/30/2022
Prudential PLC11,090$707 06/30/2022
     MOAT11,090$707 06/30/2022
Gilbert & Cook Inc.10,499$669 06/30/2022
     MOAT10,499$669 06/30/2022
Brown Advisory Inc.10,096$643 06/30/2022
     MOAT10,096$643 06/30/2022
Wedbush Securities Inc.9,909$632 06/30/2022
     MOAT9,909$632 06/30/2022
Spire Wealth Management9,454$602 06/30/2022
     MOAT9,454$602 06/30/2022
Clarity Financial LLC9,270$591 06/30/2022
     MOAT9,270$591 06/30/2022
Lake Street Financial LLC9,089$579 06/30/2022
     MOAT9,089$579 06/30/2022
Phraction Management LLC8,970$572 06/30/2022
     MOAT8,970$572 06/30/2022
FMR LLC8,655$552 06/30/2022
     MOAT8,655$552 06/30/2022
Mutual Advisors LLC8,235$525 06/30/2022
     MOAT8,235$525 06/30/2022
OLD Second National Bank of Aurora8,200$523 06/30/2022
     MOAT8,200$523 06/30/2022
Clarus Group Inc.8,117$517 06/30/2022
     MOAT8,117$517 06/30/2022
YHB Investment Advisors Inc.7,601$484 06/30/2022
     MOAT7,601$484 06/30/2022
Samalin Investment Counsel LLC7,455$475 06/30/2022
     MOAT7,455$475 06/30/2022
Warner Financial Inc.7,300$465 06/30/2022
     MOAT7,300$465 06/30/2022
Intrua Financial LLC7,234$461 06/30/2022
     MOAT7,234$461 06/30/2022
Crewe Advisors LLC7,196$459 06/30/2022
     MOAT7,196$459 06/30/2022
Barnett & Company Inc.7,092$452 06/30/2022
     MOAT7,092$452 06/30/2022
Financial Advisory Service Inc.7,091$452 06/30/2022
     MOAT7,091$452 06/30/2022
PSI Advisors LLC7,081$451 06/30/2022
     MOAT7,081$451 06/30/2022
Cutler Capital Management LLC6,982$445 06/30/2022
     MOAT6,982$445 06/30/2022
TCG Advisory Services LLC6,894$439 06/30/2022
     MOAT6,894$439 06/30/2022
GWM Advisors LLC6,857$437 06/30/2022
     MOAT6,857$437 06/30/2022
Dumont & Blake Investment Advisors LLC6,823$435 06/30/2022
     MOAT6,823$435 06/30/2022
Wealthfront Advisers LLC6,776$432 06/30/2022
     MOAT6,776$432 06/30/2022
Harbour Investments Inc.6,765$431 06/30/2022
     MOAT6,765$431 06/30/2022
Geneos Wealth Management Inc.6,500$418 06/30/2022
     MOAT6,500$418 06/30/2022
Sequoia Financial Advisors LLC6,530$416 06/30/2022
     MOAT6,530$416 06/30/2022
Goldman Sachs Group Inc.6,441$410 06/30/2022
     MOAT6,441$410 06/30/2022
Comerica Bank6,109$408 06/30/2022
     MOAT6,109$408 06/30/2022
CIBC World Markets Inc.6,240$398 06/30/2022
     MOAT6,240$398 06/30/2022
Brighton Jones LLC6,143$392 06/30/2022
     MOAT6,143$392 06/30/2022
TD Capital Management LLC6,148$392 06/30/2022
     MOAT6,148$392 06/30/2022
Capital Investment Advisory Services LLC6,019$384 06/30/2022
     MOAT6,019$384 06/30/2022
Private Trust Co. NA5,920$377 06/30/2022
     MOAT5,920$377 06/30/2022
One Capital Management LLC5,670$361 06/30/2022
     MOAT5,670$361 06/30/2022
Flagship Harbor Advisors LLC5,286$337 06/30/2022
     MOAT5,286$337 06/30/2022
Asset Dedication LLC5,156$329 06/30/2022
     MOAT5,156$329 06/30/2022
Weaver Consulting Group5,103$325 06/30/2022
     MOAT5,103$325 06/30/2022
Continuum Advisory LLC5,068$323 06/30/2022
     MOAT5,068$323 06/30/2022
Waddell & Associates LLC5,034$321 06/30/2022
     MOAT5,034$321 06/30/2022
Welch & Forbes LLC4,781$305 06/30/2022
     MOAT4,781$305 06/30/2022
Peninsula Wealth LLC4,720$301 06/30/2022
     MOAT4,720$301 06/30/2022
Lido Advisors LLC4,622$294 06/30/2022
     MOAT4,622$294 06/30/2022
Citadel Advisors LLC $293 06/30/2022
     Call4,600$293 06/30/2022
Capital Investment Services of America Inc.3,650$278 06/30/2022
     MOAT3,650$278 06/30/2022
Retirement Guys Formula LLC4,368$278 06/30/2022
     MOAT4,368$278 06/30/2022
Walled Lake Planning & Wealth Management LLC4,289$273 06/30/2022
     MOAT4,289$273 06/30/2022
Modera Wealth Management LLC4,271$272 06/30/2022
     MOAT4,271$272 06/30/2022
Renaissance Technologies LLC4,128$263 06/30/2022
     MOAT4,128$263 06/30/2022
Meitav Dash Investments Ltd.4,165$263 06/30/2022
     MOAT4,165$263 06/30/2022
Eudaimonia Partners LLC4,014$256 06/30/2022
     MOAT4,014$256 06/30/2022
Wolff Financial Management LLC3,982$254 06/30/2022
     MOAT3,982$254 06/30/2022
Retireful LLC3,991$254 06/30/2022
     MOAT3,991$254 06/30/2022
Valmark Advisers Inc.3,821$244 06/30/2022
     MOAT3,821$244 06/30/2022
Laurel Wealth Advisors Inc.3,709$236 06/30/2022
     MOAT3,709$236 06/30/2022
Migdal Insurance & Financial Holdings Ltd.3,595$229 06/30/2022
     MOAT3,595$229 06/30/2022
Perigon Wealth Management LLC3,566$227 06/30/2022
     MOAT3,566$227 06/30/2022
Ancora Advisors LLC3,515$224 06/30/2022
     MOAT3,515$224 06/30/2022
Buckingham Strategic Partners3,509$224 06/30/2022
     MOAT3,509$224 06/30/2022
Dohj LLC3,310$211 06/30/2022
     MOAT3,310$211 06/30/2022
Park Avenue Securities LLC3,258$208 06/30/2022
     MOAT3,258$208 06/30/2022
Accuvest Global Advisors3,257$208 06/30/2022
     MOAT3,257$208 06/30/2022
Vantage Financial Partners Ltd. Inc.3,250$207 06/30/2022
     MOAT3,250$207 06/30/2022
Fairhaven Wealth Management LLC3,248$207 06/30/2022
     MOAT3,248$207 06/30/2022
Western Pacific Wealth Management LP3,160$201 06/30/2022
     MOAT3,160$201 06/30/2022
Hazlett Burt & Watson Inc.2,941$188 06/30/2022
     MOAT2,941$188 06/30/2022
John W. Brooker & Co. CPAs2,928$187 06/30/2022
     MOAT2,928$187 06/30/2022
Sageworth Trust Co of South Dakota2,826$180 06/30/2022
     MOAT2,826$180 06/30/2022
Venture Visionary Partners LLC2,514$160 06/30/2022
     MOAT2,514$160 06/30/2022
Key Financial Inc2,242$144 06/30/2022
     MOAT2,242$144 06/30/2022
Sageworth Trust Co2,164$138 06/30/2022
     MOAT2,164$138 06/30/2022
Legacy CG LLC $125 06/30/2022
     Call1,965$125 06/30/2022
Huntington National Bank1,649$105 06/30/2022
     MOAT1,649$105 06/30/2022
Parallel Advisors LLC1,643$105 06/30/2022
     MOAT1,643$105 06/30/2022
Pinnacle Financial Partners Inc.1,625$104 06/30/2022
     MOAT1,625$104 06/30/2022
Johnson Financial Group Inc.1,500$96 06/30/2022
     MOAT1,500$96 06/30/2022
Ronald Blue Trust Inc.1,166$87 06/30/2022
     MOAT1,166$87 06/30/2022
Tradition Wealth Management LLC1,326$85 06/30/2022
     MOAT1,326$85 06/30/2022
Retirement Group LLC1,120$71 06/30/2022
     MOAT1,120$71 06/30/2022
1,100$70 06/30/2022
     MOAT1,100$70 06/30/2022
RE Dickinson Investment Advisors LLC1,055$67 06/30/2022
     MOAT1,055$67 06/30/2022
J Arnold Wealth Management Co1,019$65 06/30/2022
     MOAT1,019$65 06/30/2022
TCTC Holdings LLC905$58 06/30/2022
     MOAT905$58 06/30/2022
Money Concepts Capital Corp746$48 06/30/2022
     MOAT746$48 06/30/2022
TCI Wealth Advisors Inc.737$47 06/30/2022
     MOAT737$47 06/30/2022
Wolff Wiese Magana LLC743$47 06/30/2022
     MOAT743$47 06/30/2022
Atlas Capital Advisors LLC691$44 06/30/2022
     MOAT691$44 06/30/2022
Aspire Wealth Management Corp590$38 06/30/2022
     MOAT590$38 06/30/2022
Signaturefd LLC588$37 06/30/2022
     MOAT588$37 06/30/2022
Fifth Third Bancorp500$32 06/30/2022
     MOAT500$32 06/30/2022
BDO Wealth Advisors LLC500$32 06/30/2022
     MOAT500$32 06/30/2022
Glassman Wealth Services482$31 06/30/2022
     MOAT482$31 06/30/2022
Heritage Wealth Advisors468$30 06/30/2022
     MOAT468$30 06/30/2022
First Bank & Trust458$29 06/30/2022
     MOAT458$29 06/30/2022
Bank of Montreal Can400$28 06/30/2022
     MOAT400$28 06/30/2022
Global Trust Asset Management LLC400$25 06/30/2022
     MOAT400$25 06/30/2022
Graves Light Private Wealth Management Inc.398$25 06/30/2022
     MOAT398$25 06/30/2022
FourThought Financial LLC335$21 06/30/2022
     MOAT335$21 06/30/2022
Pflug Koory LLC309$20 06/30/2022
     MOAT309$20 06/30/2022
Tsfg LLC321$20 06/30/2022
     MOAT321$20 06/30/2022
Proequities Inc.304$19 06/30/2022
     MOAT304$19 06/30/2022
Stonebridge Capital Advisors LLC276$18 06/30/2022
     MOAT276$18 06/30/2022
Hartford Financial Management Inc.261$17 06/30/2022
     MOAT261$17 06/30/2022
Hudock Inc.230$14 06/30/2022
     MOAT230$14 06/30/2022
Benjamin F. Edwards & Company Inc.169$11 06/30/2022
     MOAT169$11 06/30/2022
McIlrath & Eck LLC120$8 06/30/2022
     MOAT120$8 06/30/2022
Charter Oak Capital Management LLC122$8 06/30/2022
     MOAT122$8 06/30/2022
Transamerica Financial Advisors Inc.107$7 06/30/2022
     MOAT107$7 06/30/2022
Baystate Wealth Management LLC86$6 06/30/2022
     MOAT86$6 06/30/2022
Trust Co88$6 06/30/2022
     MOAT88$6 06/30/2022
Covestor Ltd86$6 06/30/2022
     MOAT86$6 06/30/2022
Meeder Asset Management Inc.85$5 06/30/2022
     MOAT85$5 06/30/2022
Allworth Financial LP75$5 06/30/2022
     MOAT75$5 06/30/2022
Archer Investment Corp83$5 06/30/2022
     MOAT83$5 06/30/2022
Lee Financial Co51$3 06/30/2022
     MOAT51$3 06/30/2022
Carmichael Hill & Associates Inc.43$3 06/30/2022
     MOAT43$3 06/30/2022
Concord Wealth Partners50$3 06/30/2022
     MOAT50$3 06/30/2022
CoreCap Advisors LLC46$3 06/30/2022
     MOAT46$3 06/30/2022
Howe & Rusling Inc.26$2 06/30/2022
     MOAT26$2 06/30/2022
Urban Wealth Management LLC10$1 06/30/2022
     MOAT10$1 06/30/2022
St. James Investment Advisors LLC18$1 06/30/2022
     MOAT18$1 06/30/2022
Verity Asset Management Inc.56,772$1 03/31/2022
     MOAT56,772$1 03/31/2022
Win Advisors Inc.1$0 06/30/2022
     MOAT1$0 06/30/2022

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

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