Signals

← Signals

☆MOAT

845 in-universe funds with a nonzero position in MOAT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#187
Score / z1.255 / 1.12
Consensus192.94 over 370 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 ▾
☆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 583.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 563.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆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 554.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 259.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 258.7 4.2% 4 -0.0 pp -0.5 pp -0.7 pp +4.2 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 214.7 24.6% 4 -1.3 pp -4.8 pp -2.7 pp +24.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 203.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 130.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 130.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 112.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 107.2 11.3% 4 -0.5 pp +1.4 pp +1.2 pp +11.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 83.7 8.9% 6 -1.4 pp -2.8 pp -3.5 pp -5.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 71.9 2.9% 4 -0.1 pp -0.0 pp -0.1 pp +2.9 pp
☆SFMG, LLC CIK 0001512026 0.796 334 65.0 4.5% 4 +0.0 pp +0.1 pp +0.1 pp +4.5 pp
☆Verde Capital Management CIK 0001802891 0.578 80 63.7 13.6% 4 -0.2 pp +0.3 pp +0.0 pp +13.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 61.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 60.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 59.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 54.3 7.8% 4 -0.4 pp -0.3 pp -0.5 pp +7.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 53.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 52.5 5.0% 4 +0.1 pp +0.4 pp +0.4 pp +5.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 49.5 6.9% 4 -0.4 pp -0.4 pp -0.5 pp +6.9 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 46.9 6.8% 4 -0.5 pp -0.3 pp -0.5 pp +6.8 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 46.6 7.1% 4 -0.4 pp -0.2 pp -0.3 pp +7.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 46.6 7.1% 4 -0.8 pp -1.0 pp -1.5 pp +7.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 46.3 5.0% 4 -0.2 pp -0.0 pp -0.2 pp +5.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 39.2 7.8% 4 -0.7 pp -1.1 pp -7.7 pp +7.8 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 39.1 9.5% 4 -0.5 pp -0.2 pp -0.4 pp +9.5 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 38.1 16.7% 4 -0.7 pp +2.2 pp +2.0 pp +16.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 37.8 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 37.4 5.2% 4 -0.4 pp -0.5 pp -0.5 pp +5.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 35.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 34.6 2.9% 4 -0.5 pp -0.6 pp -0.6 pp +2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 34.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.2 0.0% 4 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.8 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 29.3 4.7% 4 -0.6 pp -0.8 pp -1.5 pp +4.7 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 28.2 9.3% 4 -0.5 pp -1.0 pp -1.6 pp +9.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 27.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 27.0 0.9% 4 -0.1 pp -0.1 pp -0.3 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 26.5 8.9% 4 -1.0 pp -1.3 pp -1.2 pp +8.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 26.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.7 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 24.5 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 24.0 4.6% 4 -0.4 pp -0.4 pp -0.6 pp +4.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.8 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 20.8 2.1% 4 +0.0 pp +0.0 pp +0.0 pp +2.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 19.9 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 19.9 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 19.7 2.1% 4 +0.0 pp +0.1 pp +0.0 pp +2.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 19.7 1.4% 4 -0.1 pp -0.3 pp -0.4 pp +1.4 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 19.3 3.4% 4 -1.2 pp -1.2 pp -1.8 pp +3.4 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 19.0 6.1% 4 -0.2 pp -0.1 pp -0.2 pp +6.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 19.0 7.8% 4 -0.0 pp +0.5 pp +0.4 pp +7.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 18.5 14.1% 4 -0.5 pp +0.2 pp +0.2 pp +14.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 18.0 8.1% 4 -3.0 pp -2.8 pp -3.6 pp +8.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 17.7 2.4% 4 -0.1 pp -0.0 pp +0.0 pp +2.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 16.6 1.9% 4 -1.3 pp -0.4 pp -0.4 pp +1.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.4 1.4% 4 -0.3 pp -0.7 pp -1.6 pp +1.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 14.3 1.5% 4 -0.4 pp -0.3 pp -0.4 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.2 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.7 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 13.2 3.3% 4 -0.3 pp -0.5 pp -0.9 pp +3.3 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 13.0 5.7% 4 -0.2 pp -0.5 pp -0.8 pp +5.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 12.6 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 12.6 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 12.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 12.0 2.7% 4 -0.4 pp -0.4 pp -0.5 pp +2.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.171 55 12.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 11.3 4.6% 6 -0.4 pp -0.5 pp -0.9 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.1 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 10.5 4.5% 4 -0.5 pp -1.6 pp -22.1 pp +4.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 10.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 10.1 5.7% 4 -0.5 pp -0.3 pp -0.2 pp +5.7 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 9.9 7.5% 4 -1.5 pp -0.9 pp -2.7 pp +7.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.6 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 9.5 5.1% 4 -0.5 pp -3.9 pp -5.4 pp +5.1 pp
☆46 Peaks LLC CIK 0002112665 0.734 30 9.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 9.1 2.8% 4 -0.0 pp +0.5 pp +0.6 pp +2.8 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 9.1 1.0% 4 +0.2 pp +0.3 pp +0.3 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 8.6 2.5% 4 -0.2 pp -0.5 pp -0.8 pp +2.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 8.5 5.1% 4 +0.6 pp +0.3 pp +0.3 pp +5.1 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 8.3 3.1% 4 -0.6 pp -0.6 pp -0.7 pp +3.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 8.2 2.2% 4 -0.2 pp -0.3 pp -0.3 pp +2.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 8.0 0.4% 4 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 7.9 0.9% 4 -0.5 pp -0.5 pp -1.1 pp +0.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.8 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 7.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 7.7 4.8% 4 -1.2 pp -1.2 pp -1.3 pp +4.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 7.1 4.3% 5 -0.7 pp -0.7 pp -0.8 pp -1.1 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 7.1 3.8% 4 -0.2 pp -0.4 pp -0.6 pp +3.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 6.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 6.8 6.5% 2 -0.6 pp +6.5 pp +6.5 pp +6.5 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 6.8 3.1% 4 -0.4 pp -0.5 pp -0.7 pp +3.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 6.7 4.4% 4 -1.3 pp -1.2 pp -1.4 pp +4.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 6.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 6.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 6.6 4.6% 4 -0.1 pp +2.6 pp +2.6 pp +4.6 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 6.5 1.1% 4 -0.1 pp -0.0 pp +0.0 pp +1.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 6.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 6.2 3.3% 4 -0.4 pp -0.0 pp -0.2 pp +3.3 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 6.2 3.0% 4 -0.1 pp -0.0 pp -0.0 pp +3.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 5.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 5.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 5.7 0.7% 4 -1.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.6 0.5% 4 -0.1 pp -0.1 pp -0.4 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 5.6 2.4% 4 -0.2 pp -0.3 pp -0.4 pp +2.4 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 5.6 3.3% 4 -0.5 pp -0.5 pp -0.6 pp +3.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.4 0.3% 4 -0.3 pp -0.4 pp -0.4 pp +0.3 pp
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☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 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
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.8 pp -1.8 pp -1.9 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 -2.1 pp -1.8 pp -2.0 pp +0.0 pp
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☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 -1.5 pp -1.6 pp -1.9 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -6.4 pp -6.3 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆QSV Equity Investors LLC CIK 0002011250 0.056 89 0.0 0.0% 0 -0.8 pp -0.5 pp -0.5 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.3 pp -0.3 pp -0.1 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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