Signals

← Signals

☆MOAT

670 in-universe funds with a nonzero position in MOAT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#482
Score / z0.377 / 0.47
Consensus145.99 over 307 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 636.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 636.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 615.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 359.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 250.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 225.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 195.0 27.3% 1 +27.3 pp +27.3 pp +27.3 pp +27.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 129.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 105.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 93.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 86.2 12.4% 3 -1.7 pp -1.3 pp +12.4 pp +12.4 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 82.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 79.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 72.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 61.8 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 58.2 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
☆SFMG, LLC CIK 0001512026 0.796 334 57.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 56.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verde Capital Management CIK 0001802891 0.578 80 55.1 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 54.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 51.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 51.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 51.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 48.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 48.0 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 45.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Apriem Advisors CIK 0001425165 0.679 182 43.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 43.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 42.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 40.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 36.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 36.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 35.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 35.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 33.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 29.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 29.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 28.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 25.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 25.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 25.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 25.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 23.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 23.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 22.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 22.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 21.8 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 21.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 20.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 20.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 19.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 18.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 18.1 7.9% 2 -1.1 pp +7.9 pp +7.9 pp +7.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 17.5 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 16.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 16.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 16.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 16.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 15.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 15.6 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 15.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 15.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 15.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 15.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 14.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 13.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 13.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 13.2 5.5% 3 +1.6 pp +1.5 pp +5.5 pp +5.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 12.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 12.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 12.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 12.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 11.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 11.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 11.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 10.8 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 9.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 9.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 9.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 9.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 8.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 8.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 8.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 8.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 8.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 8.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 8.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 8.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 7.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 7.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 7.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 7.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 7.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 7.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 7.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 6.9 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 6.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MOAT). Qtrs Held counts distinct quarters this fund has actually held MOAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MOAT position size. Δ columns are the percentage-point change in MOAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status