| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | $258.7M | 2.68M | Added | Q1 2026 |
| 2 | FIRST FOUNDATION ADVISORS | $66.9M | 692.1K | Reduced | Q1 2026 |
| 3 | CWM, LLC | $60.4M | 624.9K | Reduced | Q1 2026 |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.1M | 611.4K | Added | Q1 2026 |
| 5 | Private Advisor Group, LLC | $36.7M | 379.1K | Reduced | Q1 2026 |
| 6 | STEPHENS INC /AR/ | $35.2M | 363.5K | Reduced | Q1 2026 |
| 7 | ASSETMARK, INC | $27.6M | 285.1K | Added | Q1 2026 |
| 8 | Geneos Wealth Management Inc. | $27.1M | 261.6K | New | Q4 2025 |
| 9 | LEVEL FOUR ADVISORY SERVICES, LLC | $27.0M | 279.7K | Reduced | Q1 2026 |
| 10 | NewEdge Advisors, LLC | $26.3M | 271.9K | New | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.2M | 284.7K | Reduced | Q1 2026 |
| 12 | Concurrent Investment Advisors, LLC | $25.6M | 264.8K | Added | Q1 2026 |
| 13 | Integrated Wealth Concepts LLC | $23.8M | 246.5K | Added | Q1 2026 |
| 14 | Rockefeller Capital Management L.P. | $23.8M | 230.0K | New | Q4 2025 |
| 15 | Equitable Holdings, Inc. | $21.9M | 220.3K | Added | Q1 2026 |
| 16 | Wealthcare Advisory Partners LLC | $21.2M | 219.4K | Added | Q1 2026 |
| 17 | Summit Financial, LLC | $20.8M | 215.4K | Added | Q1 2026 |
| 18 | Steward Partners Investment Advisory, LLC | $20.7M | 213.8K | Added | Q1 2026 |
| 19 | Prospera Financial Services Inc | $19.9M | 205.8K | Added | Q1 2026 |
| 20 | Visionary Wealth Advisors | $19.9M | 205.6K | Reduced | Q1 2026 |
| 21 | MML INVESTORS SERVICES, LLC | $18.8M | 194.2K | Reduced | Q1 2026 |
| 22 | MAI Capital Management | $15.9M | 164.4K | Reduced | Q1 2026 |
| 23 | IFP Advisors, Inc | $14.2M | 146.4K | New | Q1 2026 |
| 24 | DAVENPORT & Co LLC | $14.0M | 144.3K | Reduced | Q1 2026 |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $13.7M | 141.3K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 189 funds | $41.0B |
| LPHABET INCGOOG | 189 funds | $15.5B |
| Microsoft CorpMSFT | 188 funds | $33.5B |
| Broadcom LtdAVGO | 188 funds | $16.1B |
| Jpmorgan Chase & CoJPM | 188 funds | $14.6B |
| Exxon Mobil CorpXOM | 188 funds | $8.4B |
| Procter & Gamble Co.PG | 188 funds | $5.2B |
| Merck & Company Inc NewMRK | 188 funds | $4.2B |
| TATE STR SPDR S&P 500 ETF TSPY | 187 funds | $32.7B |
| Amazon.com IncAMZN | 187 funds | $25.8B |
| GOOGLE INCGOOGL | 187 funds | $22.1B |
| Meta Platforms Inc.META | 187 funds | $14.0B |
Ranked by how many of MOAT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MOAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.