Morningstar Wide Moat - 57060U134

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Company profile

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Quarter snapshot

Latest / Compare
Q2 2014 · Q1 2014
Value (USD)
Total reported value ($000)
$96.55M
QoQ value delta ($000)
-$103.6M (-51.75%)
Implied price effect (QoQ)
+6.91%
Shares
Total shares
3,083,235
QoQ shares delta
-3,748,567 (-54.87%)
Total shares held by funds (by quarter)

Top holders (Q2 2014)

Top 25 only Full list
Early Q4 2025 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Morningstar Investment Services, Inc. 25,102 818,998 1.46%
JNBA Financial Advisors 24,011 783,384 11.64%
LPL Financial LLC 23,415 763,961 0.14%
Commonwealth Equity Services, Inc 3,409 111,215 0.04%
ProVise Management Group, LLC 2,955 96,412 0.64%
ATRIA INVESTMENTS LLC 2,915 95,109 0.29%
BB&T SECURITIES, LLC 2,281 7,444 0.01%
Ancora Advisors, LLC 1,945 63,457 0.25%
AMERICAN INTERNATIONAL GROUP INC 1,898 61,936 0.01%
Roundview Capital LLC 1,696 55,346 0.69%
National Planning Corp 1,205 39,300 0.09%
Private Advisor Group, LLC 1,075 35,081 0.09%
MID CONTINENT CAPITAL LLC/IL 997 32,525 0.06%
Brookstone Capital Management 953 31,106 0.19%
Grey Owl Capital Management, LLC 794 25,905 0.87%
MetLife Securities, Inc 423 13,805 0.06%
Dynamic Advisors Solutions LLC 398 12,976 0.24%
Cambridge Investment Research Advisors, Inc. 305 9,936 0.01%
VSR Financial Services, Inc. 302 9,864 0.04%
BECK CAPITAL MANAGEMENT, LLC 242 7,910 0.16%
SII INVESTMENTS INC/WI 207 6,747 0.03%
CENTRAL TRUST & INVESTMENT CO 9 300 0.0%
BENJAMIN F. EDWARDS & COMPANY, INC. 9 300 0.0%
PRIVATE TRUST CO NA 7 218 0.0%