Morningstar Wide Moat - 57060U134
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Investment Services, Inc. | History | Added to | 818,998 | 25,102 | 1.46% | 1.53% | 1 | +56,264 | 7.38% | Q2 2014 | Aug 07, 2014 |
| JNBA Financial Advisors | History | Added to | 783,384 | 24,011 | 11.64% | 11.68% | 2 | +26,648 | 3.52% | Q2 2014 | Jul 24, 2014 |
| LPL Financial LLC | History | Added to | 763,961 | 23,415 | 0.14% | 0.12% | 3 | +92,093 | 13.71% | Q2 2014 | Aug 05, 2014 |
| Commonwealth Equity Services, Inc | History | Added to | 111,215 | 3,409 | 0.04% | 0.03% | 4 | +49,368 | 79.82% | Q2 2014 | Jul 23, 2014 |
| ProVise Management Group, LLC | History | Added to | 96,412 | 2,955 | 0.64% | 0.65% | 5 | +4,650 | 5.07% | Q2 2014 | Aug 01, 2014 |
| ATRIA INVESTMENTS LLC | History | Added to | 95,109 | 2,915 | 0.29% | 0.23% | 6 | +18,121 | 23.54% | Q2 2014 | Jul 21, 2014 |
| BB&T SECURITIES, LLC | History | New | 7,444 | 2,281 | 0.01% | — | 7 | +7,444 | New | Q2 2014 | Jul 11, 2014 |
| Ancora Advisors, LLC | History | Added to | 63,457 | 1,945 | 0.25% | 0.26% | 8 | +1,075 | 1.72% | Q2 2014 | Jul 31, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Added to | 61,936 | 1,898 | 0.01% | 0.01% | 9 | +2,315 | 3.88% | Q2 2014 | Aug 08, 2014 |
| Roundview Capital LLC | History | Added to | 55,346 | 1,696 | 0.69% | 0.31% | 10 | +33,865 | 157.65% | Q2 2014 | Aug 08, 2014 |
| National Planning Corp | History | Added to | 39,300 | 1,205 | 0.09% | 0.04% | 11 | +21,657 | 122.75% | Q2 2014 | Jul 16, 2014 |
| Private Advisor Group, LLC | History | Added to | 35,081 | 1,075 | 0.09% | 0.08% | 12 | +8,145 | 30.24% | Q2 2014 | Aug 08, 2014 |
| MID CONTINENT CAPITAL LLC/IL | History | Added to | 32,525 | 997 | 0.06% | 0.04% | 13 | +7,225 | 28.56% | Q2 2014 | Jul 25, 2014 |
| Brookstone Capital Management | History | Added to | 31,106 | 953 | 0.19% | 0.2% | 14 | +4,602 | 17.36% | Q2 2014 | Jul 14, 2014 |
| Grey Owl Capital Management, LLC | History | Added to | 25,905 | 794 | 0.87% | 0.44% | 15 | +12,750 | 96.92% | Q2 2014 | Aug 08, 2014 |
| MetLife Securities, Inc | History | Added to | 13,805 | 423 | 0.06% | 0.06% | 16 | +510 | 3.84% | Q2 2014 | Aug 04, 2014 |
| Dynamic Advisors Solutions LLC | History | Reduced | 12,976 | 398 | 0.24% | 0.36% | 17 | -4,917 | -27.48% | Q2 2014 | Aug 11, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,936 | 305 | 0.01% | — | 18 | +9,936 | New | Q2 2014 | Jul 25, 2014 |
| VSR Financial Services, Inc. | History | New | 9,864 | 302 | 0.04% | — | 19 | +9,864 | New | Q2 2014 | Aug 05, 2014 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 7,910 | 242 | 0.16% | 0.18% | 20 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| SII INVESTMENTS INC/WI | History | New | 6,747 | 207 | 0.03% | — | 21 | +6,747 | New | Q2 2014 | Jul 28, 2014 |
| CENTRAL TRUST & INVESTMENT CO | History | No change | 300 | 9 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2014 | Jul 09, 2014 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | History | No change | 300 | 9 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2014 | Jul 21, 2014 |
| PRIVATE TRUST CO NA | History | No change | 218 | 7 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2014 | Jul 22, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.04% | — | -1,375,216 | -100.0% | Q1 2014 | May 16, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.02% | — | -1,324,295 | -100.0% | Q1 2014 | May 13, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.01% | — | -471,452 | -100.0% | Q1 2014 | May 15, 2014 |
| CLS Investments, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -285,378 | -100.0% | Q1 2014 | May 13, 2014 |
| CAHILL FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 1.87% | — | -74,493 | -100.0% | Q1 2014 | May 14, 2014 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -66,744 | -100.0% | Q1 2014 | May 15, 2014 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.06% | — | -63,307 | -100.0% | Q1 2014 | May 09, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -61,543 | -100.0% | Q1 2014 | May 15, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,009 | -100.0% | Q1 2014 | May 14, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -44,745 | -100.0% | Q1 2014 | May 15, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Closed out | 0 | 0 | — | 0.01% | — | -43,166 | -100.0% | Q1 2014 | May 13, 2014 |
| Raymond James Financial Services Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -35,190 | -100.0% | Q1 2014 | May 08, 2014 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.05% | — | -33,238 | -100.0% | Q1 2014 | May 13, 2014 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,237 | -100.0% | Q1 2014 | May 12, 2014 |
| Cetera Advisor Networks LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,434 | -100.0% | Q1 2014 | May 15, 2014 |
| SVA Plumb Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -19,294 | -100.0% | Q1 2014 | May 14, 2014 |
| KCG Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,301 | -100.0% | Q1 2014 | May 15, 2014 |
| United Asset Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -16,435 | -100.0% | Q1 2014 | May 13, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,739 | -100.0% | Q1 2014 | May 15, 2014 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,830 | -100.0% | Q1 2014 | May 22, 2014 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,429 | -100.0% | Q1 2014 | May 15, 2014 |
| Atlanta Capital Group | History | Closed out | 0 | 0 | — | 0.08% | — | -9,157 | -100.0% | Q1 2014 | Apr 25, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -7,303 | -100.0% | Q1 2014 | May 15, 2014 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,735 | -100.0% | Q1 2014 | May 14, 2014 |
| HORAN CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -4,000 | -100.0% | Q1 2014 | Apr 28, 2014 |
| National Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,500 | -100.0% | Q1 2014 | May 02, 2014 |
| Partnervest Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,270 | -100.0% | Q1 2014 | May 12, 2014 |
| Gemmer Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,275 | -100.0% | Q1 2014 | May 23, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,785 | -100.0% | Q1 2014 | Apr 24, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -1,092 | -100.0% | Q1 2014 | Apr 11, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -880 | -100.0% | Q1 2014 | May 15, 2014 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q1 2014 | May 15, 2014 |