HoldingsChannel.com
Funds Holding MOAT
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,735,674$131,394 06/30/2019
     MOAT2,735,674$131,394 06/30/2019
Bank of America Corp DE1,551,517$74,520 06/30/2019
     MOAT1,551,517$74,520 06/30/2019
Sfmg LLC1,438,318$72,419 06/30/2019
     MOAT1,438,318$72,419 06/30/2019
Resources Investment Advisors LLC.1,336,996$64,216 06/30/2019
     MOAT1,336,996$64,216 06/30/2019
JNBA Financial Advisors1,038,208$49,865 06/30/2019
     MOAT1,038,208$49,865 06/30/2019
LPL Financial LLC836,594$40,182 06/30/2019
     MOAT836,594$40,182 06/30/2019
UBS Group AG754,619$36,244 06/30/2019
     MOAT754,619$36,244 06/30/2019
Ameriprise Financial Inc.610,241$29,306 06/30/2019
     MOAT610,241$29,306 06/30/2019
Wells Fargo & Company MN603,114$28,967 06/30/2019
     MOAT603,114$28,967 06/30/2019
Raymond James Financial Services Advisors Inc.544,028$26,130 06/30/2019
     MOAT544,028$26,130 06/30/2019
TTP Investments Inc.483,737$23,234 06/30/2019
     MOAT483,737$23,234 06/30/2019
Cornerstone Wealth Group LLC326,694$15,691 06/30/2019
     MOAT326,694$15,691 06/30/2019
Raymond James & Associates312,148$14,992 06/30/2019
     MOAT312,148$14,992 06/30/2019
CLS Investments LLC298,017$14,314 06/30/2019
     MOAT298,017$14,314 06/30/2019
Kelman Lazarov Inc.295,440$14,190 06/30/2019
     MOAT295,440$14,190 06/30/2019
Commonwealth Equity Services LLC273,693$13,145 06/30/2019
     MOAT273,693$13,145 06/30/2019
Northwestern Mutual Wealth Management Co.217,900$10,466 06/30/2019
     MOAT217,900$10,466 06/30/2019
Ahrens Investment Partners LLC216,165$10,382 06/30/2019
     MOAT216,165$10,382 06/30/2019
Royal Bank of Canada208,762$10,027 06/30/2019
     MOAT208,762$10,027 06/30/2019
Cerity Partners LLC207,294$9,956 06/30/2019
     MOAT207,294$9,956 06/30/2019
DAVENPORT & Co LLC189,164$9,086 06/30/2019
     MOAT189,164$9,086 06/30/2019
Brookstone Capital Management181,767$8,730 06/30/2019
     MOAT181,767$8,730 06/30/2019
Ladenburg Thalmann Financial Services Inc.162,131$7,787 06/30/2019
     MOAT162,131$7,787 06/30/2019
Mirae Asset Global Investments Co. Ltd.138,800$6,666 06/30/2019
     MOAT138,800$6,666 06/30/2019
Dynamic Advisor Solutions LLC134,397$6,455 06/30/2019
     MOAT134,397$6,455 06/30/2019
Stephens Inc. AR129,685$6,229 06/30/2019
     MOAT129,685$6,229 06/30/2019
Private Advisor Group LLC125,769$6,041 06/30/2019
     MOAT125,769$6,041 06/30/2019
Cambridge Investment Research Advisors Inc.114,222$5,486 06/30/2019
     MOAT114,222$5,486 06/30/2019
Envestnet Asset Management Inc.112,077$5,383 06/30/2019
     MOAT112,077$5,383 06/30/2019
Vista Private Wealth Partners. LLC112,663$5,374 03/31/2019
     MOAT112,663$5,374 03/31/2019
CWM LLC111,468$5,354 06/30/2019
     MOAT111,468$5,354 06/30/2019
Sigma Planning Corp107,122$5,145 06/30/2019
     MOAT107,122$5,145 06/30/2019
JPMorgan Chase & Co.107,131$5,114 06/30/2019
     MOAT107,131$5,114 06/30/2019
Stifel Financial Corp100,220$4,804 06/30/2019
     MOAT100,220$4,804 06/30/2019
Mid Atlantic Financial Management Inc. ADV87,394$4,198 06/30/2019
     MOAT87,394$4,198 06/30/2019
Tower Research Capital LLC TRC 84,088$4,039 06/30/2019
     MOAT84,088$4,039 06/30/2019
Fifth Third Securities Inc.70,943$3,407 06/30/2019
     MOAT70,943$3,407 06/30/2019
Advisor Group Inc.69,233$3,327 06/30/2019
     MOAT69,233$3,327 06/30/2019
Mutual Advisors LLC68,181$3,275 06/30/2019
     MOAT68,181$3,275 06/30/2019
Boston Advisors LLC65,459$3,144 06/30/2019
     MOAT65,459$3,144 06/30/2019
Covington Capital Management62,605$3,007 06/30/2019
     MOAT62,605$3,007 06/30/2019
Level Four Advisory Services LLC56,897$2,735 06/30/2019
     MOAT56,897$2,735 06/30/2019
Steward Partners Investment Advisory LLC54,714$2,627 06/30/2019
     MOAT54,714$2,627 06/30/2019
David R. Rahn & Associates Inc.54,324$2,609 06/30/2019
     MOAT54,324$2,609 06/30/2019
IHT Wealth Management LLC48,437$2,326 06/30/2019
     MOAT48,437$2,326 06/30/2019
BB&T Securities LLC47,962$2,303 06/30/2019
     MOAT47,962$2,303 06/30/2019
MML Investors Services LLC45,696$2,195 06/30/2019
     MOAT45,696$2,195 06/30/2019
US Bancorp DE44,929$2,158 06/30/2019
     MOAT44,929$2,158 06/30/2019
Tranquility Partners LLC44,889$2,156 06/30/2019
     MOAT44,889$2,156 06/30/2019
Baird Financial Group Inc.42,870$2,059 06/30/2019
     MOAT42,870$2,059 06/30/2019
Susquehanna International Group LLP40,531$1,947 06/30/2019
     MOAT40,531$1,947 06/30/2019
ARGI Investment Services LLC $1,925 06/30/2019
     ETF30,186$1,925 06/30/2019
Moors & Cabot Inc.37,280$1,789 06/30/2019
     MOAT37,280$1,789 06/30/2019
Citigroup Inc.36,883$1,771 06/30/2019
     MOAT36,883$1,771 06/30/2019
Jane Street Group LLC36,849$1,770 06/30/2019
     MOAT36,849$1,770 06/30/2019
TRUE Private Wealth Advisors34,309$1,647 06/30/2019
     MOAT34,309$1,647 06/30/2019
FDx Advisors Inc.33,044$1,587 06/30/2019
     MOAT33,044$1,587 06/30/2019
Wedbush Securities Inc.32,244$1,549 06/30/2019
     MOAT32,244$1,549 06/30/2019
Gyroscope Capital Management Group LLC30,552$1,488 06/30/2019
     MOAT30,552$1,488 06/30/2019
Gilbert & Cook Inc.29,939$1,438 06/30/2019
     MOAT29,939$1,438 06/30/2019
10 15 Associates Inc.28,957$1,391 06/30/2019
     MOAT28,957$1,391 06/30/2019
Venturi Wealth Management LLC23,577$1,132 06/30/2019
     MOAT23,577$1,132 06/30/2019
Professional Planning23,285$1,118 06/30/2019
     MOAT23,285$1,118 06/30/2019
Partnervest Advisory Services LLC23,124$1,110 06/30/2019
     MOAT23,124$1,110 06/30/2019
ProVise Management Group LLC22,440$1,078 06/30/2019
     MOAT22,440$1,078 06/30/2019
Gladstone Institutional Advisory LLC22,406$1,076 06/30/2019
     MOAT22,406$1,076 06/30/2019
Boston Family Office LLC21,460$1,031 06/30/2019
     MOAT21,460$1,031 06/30/2019
Financial Advocates Investment Management21,359$1,026 06/30/2019
     MOAT21,359$1,026 06/30/2019
First Allied Advisory Services Inc.19,822$952 06/30/2019
     MOAT19,822$952 06/30/2019
Roundview Capital LLC18,887$907 06/30/2019
     MOAT18,887$907 06/30/2019
Intl Fcstone Inc.18,553$891 06/30/2019
     MOAT18,553$891 06/30/2019
Belpointe Asset Management LLC22,975$870 03/31/2019
     MOAT22,975$870 03/31/2019
Global Trust Asset Management LLC18,045$867 06/30/2019
     MOAT18,045$867 06/30/2019
Goldman Sachs Group Inc.17,282$830 06/30/2019
     MOAT17,282$830 06/30/2019
HighTower Advisors LLC16,651$802 06/30/2019
     MOAT16,651$802 06/30/2019
Iberiabank Corp15,625$750 06/30/2019
     MOAT15,625$750 06/30/2019
Oppenheimer & Co. Inc.15,481$744 06/30/2019
     MOAT15,481$744 06/30/2019
Aptus Capital Advisors LLC15,486$743 06/30/2019
     MOAT15,486$743 06/30/2019
IFP Advisors Inc15,896$741 03/31/2019
     MOAT15,896$741 03/31/2019
Northern Trust Corp15,193$730 06/30/2019
     MOAT15,193$730 06/30/2019
Patten Group Inc.14,909$716 06/30/2019
     MOAT14,909$716 06/30/2019
Bbva USA Bancshares Inc.14,488$696 06/30/2019
     MOAT14,488$696 06/30/2019
Hochman Cole Investment Advisors Inc.13,996$672 06/30/2019
     MOAT13,996$672 06/30/2019
Financial Enhancement Group LLC13,703$658 06/30/2019
     MOAT13,703$658 06/30/2019
Cookson Peirce & Co. Inc.13,585$652 06/30/2019
     MOAT13,585$652 06/30/2019
OLD Second National Bank of Aurora13,500$648 06/30/2019
     MOAT13,500$648 06/30/2019
Private Portfolio Partners LLC13,476$647 06/30/2019
     MOAT13,476$647 06/30/2019
Fisher Asset Management LLC13,118$630 06/30/2019
     MOAT13,118$630 06/30/2019
Claraphi Advisory Network LLC13,053$627 06/30/2019
     MOAT13,053$627 06/30/2019
Blair William & Co. IL12,927$621 06/30/2019
     MOAT12,927$621 06/30/2019
Whittier Trust Co. of Nevada Inc.12,545$602 06/30/2019
     MOAT12,545$602 06/30/2019
Prudential PLC12,100$581 06/30/2019
     MOAT12,100$581 06/30/2019
Acorn Wealth Advisors LLC11,740$569 06/30/2019
     MOAT11,740$569 06/30/2019
Suntrust Banks Inc.11,772$565 06/30/2019
     MOAT11,772$565 06/30/2019
Cetera Advisor Networks LLC11,559$551 06/30/2019
     MOAT11,559$551 06/30/2019
XR Securities LLC11,325$544 06/30/2019
     MOAT11,325$544 06/30/2019
Creative Planning10,856$521 06/30/2019
     MOAT10,856$521 06/30/2019
RDA Financial Network10,725$519 06/30/2019
     MOAT10,725$519 06/30/2019
Wintrust Investments LLC10,744$516 06/30/2019
     MOAT10,744$516 06/30/2019
Integrated Wealth Concepts LLC12,315$502 06/30/2019
     MOAT12,315$502 06/30/2019
CIBC World Markets Inc.9,390$451 06/30/2019
     MOAT9,390$451 06/30/2019
Madden Advisory Services Inc.8,510$408 06/30/2019
     MOAT8,510$408 06/30/2019
Winslow Evans & Crocker Inc.8,280$398 06/30/2019
     MOAT8,280$398 06/30/2019
Cornerstone Wealth Management LLC8,104$389 06/30/2019
     MOAT8,104$389 06/30/2019
Oliver Luxxe Assets LLC7,501$363 06/30/2019
     MOAT7,501$363 06/30/2019
NEXT Financial Group Inc7,371$354 06/30/2019
     MOAT7,371$354 06/30/2019
Cedar Brook Financial Partners LLC7,242$348 06/30/2019
     MOAT7,242$348 06/30/2019
GWM Advisors LLC7,152$344 06/30/2019
     MOAT7,152$344 06/30/2019
Harel Insurance Investments & Financial Services Ltd.7,030$338 06/30/2019
     MOAT7,030$338 06/30/2019
Nicolet Advisory Services LLC6,603$317 06/30/2019
     MOAT6,603$317 06/30/2019
Patriot Financial Group Insurance Agency LLC6,458$313 06/30/2019
     MOAT6,458$313 06/30/2019
Portfolio Strategies Inc.6,533$313 06/30/2019
     MOAT6,533$313 06/30/2019
National Asset Management Inc.6,329$304 06/30/2019
     MOAT6,329$304 06/30/2019
Sunbelt Securities Inc.5,850$281 06/30/2019
     MOAT5,850$281 06/30/2019
GM Advisory Group Inc.5,590$268 06/30/2019
     MOAT5,590$268 06/30/2019
Fairhaven Wealth Management LLC5,510$265 06/30/2019
     MOAT5,510$265 06/30/2019
Virtu Financial LLC5,451$262 06/30/2019
     MOAT5,451$262 06/30/2019
Argent Trust Co5,109$245 06/30/2019
     MOAT5,109$245 06/30/2019
Welch & Forbes LLC4,675$225 06/30/2019
     MOAT4,675$225 06/30/2019
Ancora Advisors LLC4,680$225 06/30/2019
     MOAT4,680$225 06/30/2019
Beck Capital Management LLC4,675$225 06/30/2019
     MOAT4,675$225 06/30/2019
Brighton Jones LLC4,599$221 06/30/2019
     MOAT4,599$221 06/30/2019
Cornell Pochily Investment Advisors Inc.4,580$220 06/30/2019
     MOAT4,580$220 06/30/2019
Mount Yale Investment Advisors LLC4,613$220 06/30/2019
     MOAT4,613$220 06/30/2019
Park Avenue Securities LLC4,505$216 06/30/2019
     MOAT4,505$216 06/30/2019
Castle Rock Wealth Management LLC4,479$216 06/30/2019
     MOAT4,479$216 06/30/2019
Laurel Wealth Advisors Inc.4,400$211 06/30/2019
     MOAT4,400$211 06/30/2019
RGT Wealth Advisors LLC4,343$209 06/30/2019
     MOAT4,343$209 06/30/2019
AE Wealth Management LLC4,311$207 06/30/2019
     MOAT4,311$207 06/30/2019
Centaurus Financial Inc.4,068$195 06/30/2019
     MOAT4,068$195 06/30/2019
Asset Dedication LLC3,882$186 06/30/2019
     MOAT3,882$186 06/30/2019
Nvwm LLC3,137$151 06/30/2019
     MOAT3,137$151 06/30/2019
Flagship Harbor Advisors LLC2,607$125 06/30/2019
     MOAT2,607$125 06/30/2019
San Francisco Sentry Investment Group CA2,420$116 06/30/2019
     MOAT2,420$116 06/30/2019
Golden State Wealth Management LLC2,238$107 06/30/2019
     MOAT2,238$107 06/30/2019
Capital Investment Advisory Services LLC1,861$92 06/30/2019
     MOAT1,861$92 06/30/2019
Migdal Insurance & Financial Holdings Ltd.1,885$91 06/30/2019
     MOAT1,885$91 06/30/2019
Meridian Wealth Management LLC1,665$80 06/30/2019
     MOAT1,665$80 06/30/2019
Advisory Services Network LLC1,566$75 06/30/2019
     MOAT1,566$75 06/30/2019
Proequities Inc.1,448$70 06/30/2019
     MOAT1,448$70 06/30/2019
Barnett & Company Inc.1,252$60 06/30/2019
     MOAT1,252$60 06/30/2019
Bank of Montreal Can1,126$54 06/30/2019
     MOAT1,126$54 06/30/2019
FMR LLC1,060$51 06/30/2019
     MOAT1,060$51 06/30/2019
UBS Asset Management Americas Inc.1,053$51 06/30/2019
     MOAT1,053$51 06/30/2019
First Bank & Trust1,015$49 06/30/2019
     MOAT1,015$49 06/30/2019
TCG Advisors LP825$40 06/30/2019
     MOAT825$40 06/30/2019
Atlas Capital Advisors LLC758$36 06/30/2019
     MOAT758$36 06/30/2019
Global Retirement Partners LLC680$32 03/31/2019
     MOAT680$32 03/31/2019
AdvisorNet Financial Inc600$29 06/30/2019
     MOAT600$29 06/30/2019
Destination Wealth Management509$24 06/30/2019
     MOAT509$24 06/30/2019
Weaver Consulting Group476$23 06/30/2019
     MOAT476$23 06/30/2019
Benjamin F. Edwards & Company Inc.450$22 06/30/2019
     MOAT450$22 06/30/2019
Shamrock Asset Management LLC428$21 06/30/2019
     MOAT428$21 06/30/2019
Lake Point Wealth Management367$18 06/30/2019
     MOAT367$18 06/30/2019
Pflug Koory LLC356$17 06/30/2019
     MOAT356$17 06/30/2019
Glassman Wealth Services340$16 06/30/2019
     MOAT340$16 06/30/2019
Certified Advisory Corp331$16 06/30/2019
     MOAT331$16 06/30/2019
Fifth Third Bancorp262$13 06/30/2019
     MOAT262$13 06/30/2019
Carroll Financial Associates Inc.242$11 06/30/2019
     MOAT242$11 06/30/2019
BlackRock Inc.201$10 06/30/2019
     MOAT201$10 06/30/2019
Trust Co. of Vermont186$9 06/30/2019
     MOAT186$9 06/30/2019
Coastal Investment Advisors Inc.150$7 06/30/2019
     MOAT150$7 06/30/2019
Kistler Tiffany Companies LLC92$4 06/30/2019
     MOAT92$4 06/30/2019
Gradient Investments LLC83$4 06/30/2019
     MOAT83$4 06/30/2019
Executive Wealth Management LLC92$4 06/30/2019
     MOAT92$4 06/30/2019
BDO Wealth Advisors LLC82$4 06/30/2019
     MOAT82$4 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     MOAT1$0 06/30/2019

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

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