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
LPL Financial LLC1,056,847$46,226 03/31/2020
     MOAT1,056,847$46,226 03/31/2020
JNBA Financial Advisors1,029,750$45,041 03/31/2020
     MOAT1,029,750$45,041 03/31/2020
Resources Investment Advisors LLC.893,093$39,064 03/31/2020
     MOAT893,093$39,064 03/31/2020
Raymond James & Associates755,526$33,047 03/31/2020
     MOAT755,526$33,047 03/31/2020
Ameriprise Financial Inc.743,917$32,439 03/31/2020
     MOAT743,917$32,439 03/31/2020
TTP Investments Inc.568,383$31,136 12/31/2019
     MOAT568,383$31,136 12/31/2019
Wells Fargo & Company MN700,479$30,639 03/31/2020
     MOAT700,479$30,639 03/31/2020
Raymond James Financial Services Advisors Inc.682,073$29,834 03/31/2020
     MOAT682,073$29,834 03/31/2020
Sfmg LLC660,880$28,907 03/31/2020
     MOAT660,880$28,907 03/31/2020
UBS Group AG659,791$28,859 03/31/2020
     MOAT659,791$28,859 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 LLC430,959$18,850 03/31/2020
     MOAT430,959$18,850 03/31/2020
Kelman Lazarov Inc.421,058$18,417 03/31/2020
     MOAT421,058$18,417 03/31/2020
Randolph Co Inc381,003$16,665 03/31/2020
     MOAT381,003$16,665 03/31/2020
CLS Investments LLC301,293$13,179 03/31/2020
     MOAT301,293$13,179 03/31/2020
Ladenburg Thalmann Financial Services Inc.240,074$13,117 12/31/2019
     MOAT240,074$13,117 12/31/2019
Trilogy Capital Inc.268,142$13,056 03/31/2020
     MOAT268,142$13,056 03/31/2020
Verde Capital Management284,302$12,435 03/31/2020
     MOAT284,302$12,435 03/31/2020
Royal Bank of Canada277,821$12,153 03/31/2020
     MOAT277,821$12,153 03/31/2020
Retirement Network270,550$11,834 03/31/2020
     MOAT270,550$11,834 03/31/2020
Beaumont Asset Management L.L.C.264,159$11,554 03/31/2020
     MOAT264,159$11,554 03/31/2020
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
Mirae Asset Global Investments Co. Ltd.201,800$8,826 03/31/2020
     MOAT201,800$8,826 03/31/2020
Northwestern Mutual Wealth Management Co.201,260$8,803 03/31/2020
     MOAT201,260$8,803 03/31/2020
CWM LLC188,726$8,255 03/31/2020
     MOAT188,726$8,255 03/31/2020
Brookstone Capital Management181,230$7,927 03/31/2020
     MOAT181,230$7,927 03/31/2020
DAVENPORT & Co LLC176,449$7,718 03/31/2020
     MOAT176,449$7,718 03/31/2020
Cetera Advisor Networks LLC170,863$7,474 03/31/2020
     MOAT170,863$7,474 03/31/2020
Ahrens Investment Partners LLC169,366$7,408 03/31/2020
     MOAT169,366$7,408 03/31/2020
Envestnet Asset Management Inc.167,907$7,344 03/31/2020
     MOAT167,907$7,344 03/31/2020
Cambridge Investment Research Advisors Inc.139,285$6,092 03/31/2020
     MOAT139,285$6,092 03/31/2020
Apriem Advisors134,857$5,899 03/31/2020
     MOAT134,857$5,899 03/31/2020
S.E.E.D. Planning Group LLC133,047$5,819 03/31/2020
     MOAT133,047$5,819 03/31/2020
Mid Atlantic Financial Management Inc. ADV130,190$5,695 03/31/2020
     MOAT130,190$5,695 03/31/2020
Covington Capital Management127,034$5,556 03/31/2020
     MOAT127,034$5,556 03/31/2020
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
Cerity Partners LLC107,297$4,693 03/31/2020
     MOAT107,297$4,693 03/31/2020
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
Kovack Advisors Inc.97,775$4,277 03/31/2020
     MOAT97,775$4,277 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
Barnett & Company Inc.96,091$4,203 03/31/2020
     MOAT96,091$4,203 03/31/2020
Vista Private Wealth Partners. LLC98,581$4,139 03/31/2020
     MOAT98,581$4,139 03/31/2020
Level Four Advisory Services LLC92,992$4,062 03/31/2020
     MOAT92,992$4,062 03/31/2020
Sigma Planning Corp90,396$3,954 03/31/2020
     MOAT90,396$3,954 03/31/2020
Advisor Group Inc.71,329$3,908 12/31/2019
     MOAT71,329$3,908 12/31/2019
Csenge Advisory Group72,445$3,169 03/31/2020
     MOAT72,445$3,169 03/31/2020
Steward Partners Investment Advisory LLC71,436$3,124 03/31/2020
     MOAT71,436$3,124 03/31/2020
Atria Investments LLC71,339$3,120 03/31/2020
     MOAT71,339$3,120 03/31/2020
Citigroup Inc.69,094$3,022 03/31/2020
     MOAT69,094$3,022 03/31/2020
Financial Partners Group Inc67,223$2,813 03/31/2020
     MOAT67,223$2,813 03/31/2020
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
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
HighTower Advisors LLC58,191$2,542 03/31/2020
     MOAT58,191$2,542 03/31/2020
IHT Wealth Management LLC54,159$2,369 03/31/2020
     MOAT54,159$2,369 03/31/2020
Tranquility Partners LLC51,249$2,242 03/31/2020
     MOAT51,249$2,242 03/31/2020
Dynamic Advisor Solutions LLC50,231$2,197 03/31/2020
     MOAT50,231$2,197 03/31/2020
IFP Advisors Inc45,047$1,999 03/31/2020
     MOAT45,047$1,999 03/31/2020
V Wealth Advisors LLC42,897$1,876 03/31/2020
     MOAT42,897$1,876 03/31/2020
10 15 Associates Inc.42,622$1,864 03/31/2020
     MOAT42,622$1,864 03/31/2020
Hochman Cole Investment Advisors Inc.40,746$1,782 03/31/2020
     MOAT40,746$1,782 03/31/2020
Personal Resources Investment & Strategic Management Inc.38,306$1,676 03/31/2020
     MOAT38,306$1,676 03/31/2020
Sowell Financial Services LLC35,333$1,545 03/31/2020
     MOAT35,333$1,545 03/31/2020
Roundview Capital LLC33,018$1,444 03/31/2020
     MOAT33,018$1,444 03/31/2020
Archford Capital Strategies LLC31,737$1,388 03/31/2020
     MOAT31,737$1,388 03/31/2020
EWG Elevate Inc.31,102$1,360 03/31/2020
     MOAT31,102$1,360 03/31/2020
US Bancorp DE30,675$1,342 03/31/2020
     MOAT30,675$1,342 03/31/2020
Partnervest Advisory Services LLC27,249$1,192 03/31/2020
     MOAT27,249$1,192 03/31/2020
Oppenheimer & Co. Inc.26,750$1,170 03/31/2020
     MOAT26,750$1,170 03/31/2020
ProVise Management Group LLC25,728$1,125 03/31/2020
     MOAT25,728$1,125 03/31/2020
Cookson Peirce & Co. Inc.25,518$1,116 03/31/2020
     MOAT25,518$1,116 03/31/2020
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
Professional Planning24,243$1,060 03/31/2020
     MOAT24,243$1,060 03/31/2020
Boston Family Office LLC24,072$1,053 03/31/2020
     MOAT24,072$1,053 03/31/2020
Venturi Wealth Management LLC23,581$1,031 03/31/2020
     MOAT23,581$1,031 03/31/2020
Asset Management Corp IL ADV23,224$1,016 03/31/2020
     MOAT23,224$1,016 03/31/2020
Kalos Management Inc.20,362$1,006 03/31/2020
     MOAT20,362$1,006 03/31/2020
Lincoln National Corp22,782$997 03/31/2020
     MOAT22,782$997 03/31/2020
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
9258 Wealth Management LLC18,100$881 03/31/2020
     MOAT18,100$881 03/31/2020
HRT Financial LLC19,874$869 03/31/2020
     MOAT19,874$869 03/31/2020
Wedbush Securities Inc.19,740$863 03/31/2020
     MOAT19,740$863 03/31/2020
Aptus Capital Advisors LLC18,889$826 03/31/2020
     MOAT18,889$826 03/31/2020
Creative Planning18,096$792 03/31/2020
     MOAT18,096$792 03/31/2020
Summit Asset Management LLC17,060$746 03/31/2020
     MOAT17,060$746 03/31/2020
Claraphi Advisory Network LLC16,229$710 03/31/2020
     MOAT16,229$710 03/31/2020
Cary Street Partner Investment Advisory LLC15,685$686 03/31/2020
     MOAT15,685$686 03/31/2020
Howard Financial Services LTD.15,362$672 03/31/2020
     MOAT15,362$672 03/31/2020
Northern Trust Corp15,193$665 03/31/2020
     MOAT15,193$665 03/31/2020
Avantax Advisory Services Inc.14,802$647 03/31/2020
     MOAT14,802$647 03/31/2020
Blair William & Co. IL14,636$640 03/31/2020
     MOAT14,636$640 03/31/2020
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
Roberts Glore & Co. Inc. IL13,337$583 03/31/2020
     MOAT13,337$583 03/31/2020
Cedar Brook Financial Partners LLC13,237$579 03/31/2020
     MOAT13,237$579 03/31/2020
Legacy Capital Partners Inc.13,041$570 03/31/2020
     MOAT13,041$570 03/31/2020
Winslow Evans & Crocker Inc.13,002$570 03/31/2020
     MOAT13,002$570 03/31/2020
Cornerstone Wealth Management LLC12,508$547 03/31/2020
     MOAT12,508$547 03/31/2020
Whittier Trust Co. of Nevada Inc.12,495$546 03/31/2020
     MOAT12,495$546 03/31/2020
Patten Group Inc.12,408$543 03/31/2020
     MOAT12,408$543 03/31/2020
Gilbert & Cook Inc.12,017$526 03/31/2020
     MOAT12,017$526 03/31/2020
Waterloo Capital L.P.11,829$517 03/31/2020
     MOAT11,829$517 03/31/2020
RDA Financial Network11,764$515 03/31/2020
     MOAT11,764$515 03/31/2020
Castle Rock Wealth Management LLC10,688$512 03/31/2020
     MOAT10,688$512 03/31/2020
Prudential PLC11,440$500 03/31/2020
     MOAT11,440$500 03/31/2020
Cetera Advisors LLC11,295$494 03/31/2020
     MOAT11,295$494 03/31/2020
OLD Second National Bank of Aurora11,202$490 03/31/2020
     MOAT11,202$490 03/31/2020
Belpointe Asset Management LLC8,816$483 12/31/2019
     MOAT8,816$483 12/31/2019
Janney Montgomery Scott LLC11,012$482 03/31/2020
     MOAT11,012$482 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
Cornell Pochily Investment Advisors Inc.10,532$461 03/31/2020
     MOAT10,532$461 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
Wintrust Investments LLC9,892$433 03/31/2020
     MOAT9,892$433 03/31/2020
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
Comerica Bank7,433$354 03/31/2020
     MOAT7,433$354 03/31/2020
BBVA USA Bancshares Inc.7,155$313 03/31/2020
     MOAT7,155$313 03/31/2020
Advisory Services Network LLC7,113$311 03/31/2020
     MOAT7,113$311 03/31/2020
GWM Advisors LLC6,970$305 03/31/2020
     MOAT6,970$305 03/31/2020
AE Wealth Management LLC6,880$301 03/31/2020
     MOAT6,880$301 03/31/2020
GM Advisory Group Inc.6,696$293 03/31/2020
     MOAT6,696$293 03/31/2020
Dohj LLC6,503$284 03/31/2020
     MOAT6,503$284 03/31/2020
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
Integrated Wealth Concepts LLC6,268$274 03/31/2020
     MOAT6,268$274 03/31/2020
Accuvest Global Advisors5,787$253 03/31/2020
     MOAT5,787$253 03/31/2020
Sunbelt Securities Inc.5,683$249 03/31/2020
     MOAT5,683$249 03/31/2020
Aveo Capital Partners LLC5,675$248 03/31/2020
     MOAT5,675$248 03/31/2020
Global Retirement Partners LLC5,408$237 03/31/2020
     MOAT5,408$237 03/31/2020
National Asset Management Inc.5,323$233 03/31/2020
     MOAT5,323$233 03/31/2020
Argent Trust Co5,109$223 03/31/2020
     MOAT5,109$223 03/31/2020
Fairhaven Wealth Management LLC5,004$219 03/31/2020
     MOAT5,004$219 03/31/2020
San Francisco Sentry Investment Group CA4,830$211 03/31/2020
     MOAT4,830$211 03/31/2020
Ancora Advisors LLC4,715$207 03/31/2020
     MOAT4,715$207 03/31/2020
BCS Wealth Management4,702$206 03/31/2020
     MOAT4,702$206 03/31/2020
Madden Advisory Services Inc.4,707$205 03/31/2020
     MOAT4,707$205 03/31/2020
Welch & Forbes LLC4,675$204 03/31/2020
     MOAT4,675$204 03/31/2020
Weaver Consulting Group4,659$204 03/31/2020
     MOAT4,659$204 03/31/2020
Perennial Investment Advisors LLC4,618$202 03/31/2020
     MOAT4,618$202 03/31/2020
Asset Dedication LLC3,882$170 03/31/2020
     MOAT3,882$170 03/31/2020
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
Rowland Carmichael Advisors Inc. ADV2,860$125 03/31/2020
     MOAT2,860$125 03/31/2020
FMR LLC2,566$112 03/31/2020
     MOAT2,566$112 03/31/2020
Fifth Third Bancorp2,020$88 03/31/2020
     MOAT2,020$88 03/31/2020
Orion Portfolio Solutions LLC1,903$83 03/31/2020
     MOAT1,903$83 03/31/2020
Migdal Insurance & Financial Holdings Ltd.1,885$82 03/31/2020
     MOAT1,885$82 03/31/2020
Pinnacle Financial Partners Inc.1,818$80 03/31/2020
     MOAT1,818$80 03/31/2020
HCR Wealth Advisors1,815$79 03/31/2020
     MOAT1,815$79 03/31/2020
Flagship Harbor Advisors LLC1,777$78 03/31/2020
     MOAT1,777$78 03/31/2020
Capital Investment Advisory Services LLC1,616$71 03/31/2020
     MOAT1,616$71 03/31/2020
Howe & Rusling Inc.1,581$69 03/31/2020
     MOAT1,581$69 03/31/2020
Patriot Financial Group Insurance Agency LLC1,481$65 03/31/2020
     MOAT1,481$65 03/31/2020
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
Parallel Advisors LLC1,288$56 03/31/2020
     MOAT1,288$56 03/31/2020
Synovus Financial Corp1,248$55 03/31/2020
     MOAT1,248$55 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
First Bank & Trust928$41 03/31/2020
     MOAT928$41 03/31/2020
Royal Fund Management LLC934$40 03/31/2020
     MOAT934$40 03/31/2020
EPG Wealth Management LLC830$36 03/31/2020
     MOAT830$36 03/31/2020
HM Payson & Co.644$35 12/31/2019
     MOAT644$35 12/31/2019
Atlas Capital Advisors LLC758$33 03/31/2020
     MOAT758$33 03/31/2020
Nvwm LLC573$25 03/31/2020
     MOAT573$25 03/31/2020
Whittier Trust Co.530$23 03/31/2020
     MOAT530$23 03/31/2020
Archer Investment Corp485$21 03/31/2020
     MOAT485$21 03/31/2020
Benjamin F. Edwards & Company Inc.452$20 03/31/2020
     MOAT452$20 03/31/2020
HHM Wealth Advisors LLC382$17 03/31/2020
     MOAT382$17 03/31/2020
Pflug Koory LLC356$16 03/31/2020
     MOAT356$16 03/31/2020
Truvestments Capital LLC375$16 03/31/2020
     MOAT375$16 03/31/2020
Certified Advisory Corp335$15 03/31/2020
     MOAT335$15 03/31/2020
Tsfg LLC321$14 03/31/2020
     MOAT321$14 03/31/2020
Harwood Advisory Group LLC280$12 03/31/2020
     MOAT280$12 03/31/2020
Carroll Financial Associates Inc.242$10 03/31/2020
     MOAT242$10 03/31/2020
Trust Co. of Vermont163$7 03/31/2020
     MOAT163$7 03/31/2020
Bartlett & Co. LLC151$7 03/31/2020
     MOAT151$7 03/31/2020
Edge Wealth Management LLC140$6 03/31/2020
     MOAT140$6 03/31/2020
Kistler Tiffany Companies LLC92$5 03/31/2020
     MOAT92$5 03/31/2020
Stratos Wealth Advisors LLC125$5 03/31/2020
     MOAT125$5 03/31/2020
Savior LLC107$5 03/31/2020
     MOAT107$5 03/31/2020
LifePlan Financial Group Inc101$4 03/31/2020
     MOAT101$4 03/31/2020
BDO Wealth Advisors LLC60$3 03/31/2020
     MOAT60$3 03/31/2020
Macroview Investment Management LLC40$2 03/31/2020
     MOAT40$2 03/31/2020
Gradient Investments LLC22$1 03/31/2020
     MOAT22$1 03/31/2020
Wealthcare Advisory Partners LLC27$1 03/31/2020
     MOAT27$1 03/31/2020
Carmichael Hill & Associates Inc.17$1 03/31/2020
     MOAT17$1 03/31/2020
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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