Titelia

Fonds als Aktionäre von Moelis & Co

ISIN US60786M1053 · Vereinigte Staaten · LEI 549300891QNU7VTQUR83

Fonds als Aktionäre
335
Davon ETFs
75 260 weitere Fonds
Gehaltener Wert
2,2 Mrd. $ 45,2 Mio. SEK
FondsStückeWertAnteil am Fonds
Victory Extended Market Index Fund Victory Portfolios III 8.319541.733,3 $0,07 %zum 30.04.2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8.216535.025,9 $0,02 %zum 30.04.2026
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 8.216487.701,8 $0,01 %zum 28.02.2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8.208467.856 $0,14 %zum 31.03.2026
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 8.128463.296 $0,02 %zum 31.03.2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 7.978519.527,4 $0,07 %zum 30.04.2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7.865448.305 $0,13 %zum 31.03.2026
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 7.330417.810 $0,15 %zum 31.03.2026
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7.310416.670 $0,02 %zum 31.03.2026
Small Cap Core Fund Northern Funds 7.186409.602 $0,12 %zum 31.03.2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 7.071403.047 $0,05 %zum 31.03.2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6.617430.899 $0,09 %zum 30.04.2026
Barrons 400 ETF ALPS ETF TRUST 6.518386.908,5 $0,18 %zum 28.02.2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 6.502423.410,2 $0,02 %zum 30.04.2026
AST Small-Cap Equity Portfolio Advanced Series Trust 6.296358.872 $0,02 %zum 31.03.2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6.277408.758,2 $0,01 %zum 30.04.2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6.036344.052 $0,14 %zum 31.03.2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 5.972340.404 $0,09 %zum 31.03.2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5.946387.203,5 $0,15 %zum 30.04.2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5.921351.470,6 $0,01 %zum 28.02.2026
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 5.797377.500,6 $0,53 %zum 30.04.2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 5.779376.328,5 $0,04 %zum 30.04.2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5.663322.791 $0,14 %zum 31.03.2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5.617365.779 $0,03 %zum 30.04.2026
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5.615333.306,4 $0,01 %zum 28.02.2026
Longview Advantage ETF RBB Fund Trust 5.586331.585 $0,05 %zum 28.02.2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 5.571317.547 $0,23 %zum 31.03.2026
Spectrum Fund Meeder Funds 5.547316.179 $0,13 %zum 31.03.2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5.291344.549,9 $0,10 %zum 30.04.2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 5.251299.307 $0,02 %zum 31.03.2026
LoCorr Dynamic Opportunity Fund LoCorr Investment Trust 5.209296.913 $0,99 %zum 31.03.2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5.154293.778 $0,01 %zum 31.03.2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 5.130292.410 $0,24 %zum 31.03.2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4.971283.347 $0,06 %zum 31.03.2026
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4.654265.278 $0,01 %zum 31.03.2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 4.643264.651 $0,22 %zum 31.03.2026
ProShares Ultra Russell2000 ProShares Trust 4.596272.818,6 $0,10 %zum 28.02.2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4.589261.573 $0,14 %zum 31.03.2026
ProShares UltraPro Russell2000 ProShares Trust 4.576271.631,4 $0,08 %zum 28.02.2026
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 4.499267.060,6 $1,13 %zum 28.02.2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4.116268.033,9 $0,01 %zum 30.04.2026
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 4.074265.298,9 $2,41 %zum 30.04.2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3.935224.295 $0,00 %zum 31.03.2026
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3.694210.558 $0,10 %zum 31.03.2026
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 3.681239.706,7 $1,22 %zum 30.04.2026
Columbia Global Opportunities Fund Columbia Funds Series Trust II 3.665238.664,8 $0,07 %zum 30.04.2026
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3.484198.588 $3,43 %zum 31.03.2026
Clearwater Select Equity Fund Clearwater Investment Trust 3.400193.800 $0,04 %zum 31.03.2026
iShares Morningstar Small-Cap ETF iShares Trust 3.257212.095,8 $0,08 %zum 30.04.2026
ProShares Russell 2000 High Income ETF ProShares Trust 3.222191.257,9 $0,12 %zum 28.02.2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3.102202.002,2 $0,01 %zum 30.04.2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2.920173.331,2 $0,06 %zum 28.02.2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2.856185.982,7 $0,24 %zum 30.04.2026
Diversified Equity Master Portfolio Master Investment Portfolio 2.854162.678 $0,01 %zum 31.03.2026
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2.797159.429 $0,19 %zum 31.03.2026
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2.697160.093,9 $0,12 %zum 28.02.2026
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2.659173.154,1 $0,21 %zum 30.04.2026
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 2.626149.682 $0,67 %zum 31.03.2026
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 2.600148.200 $0,71 %zum 31.03.2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2.474141.018 $0,11 %zum 31.03.2026
Monteagle Opportunity Equity Fund Monteagle Funds 2.464146.263 $0,88 %zum 28.02.2026
Harbor Active Small Cap ETF Harbor ETF Trust 2.450159.544 $1,15 %zum 30.04.2026
S&P SmallCap Index Fund SHELTON FUNDS 2.420143.651,2 $0,27 %zum 28.02.2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2.368134.976 $0,06 %zum 31.03.2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2.351134.007 $0,07 %zum 31.03.2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2.335138.605,6 $0,02 %zum 28.02.2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2.278129.846 $0,11 %zum 31.03.2026
JPMorgan Diversified Fund JPMorgan Trust I 2.214126.198 $0,03 %zum 31.03.2026
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2.109125.190,2 $0,03 %zum 28.02.2026
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 2.079118.503 $0,03 %zum 31.03.2026
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2.060122.281,6 $0,01 %zum 28.02.2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 2.051133.561,1 $0,01 %zum 30.04.2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 2.000114.000 $0,14 %zum 31.03.2026
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2.000114.000 $0,01 %zum 31.03.2026
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1.973112.461 $0,47 %zum 31.03.2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1.942126.463 $0,03 %zum 30.04.2026
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1.935110.295 $0,10 %zum 31.03.2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1.929109.953 $0,01 %zum 31.03.2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1.778101.346 $0,01 %zum 31.03.2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1.771100.947 $0,01 %zum 31.03.2026
Mid Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.764100.548 $2,25 %zum 31.03.2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1.761114.676,3 $0,01 %zum 30.04.2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1.752103.998,7 $0,01 %zum 28.02.2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1.74099.180 $0,01 %zum 31.03.2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1.72498.268 $0,01 %zum 31.03.2026
Royce SMid-Cap Total Return Fund ROYCE FUND 1.71597.755 $0,32 %zum 31.03.2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1.60391.371 $0,01 %zum 31.03.2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1.56789.319 $0,04 %zum 31.03.2026
WisdomTree Global High Dividend Fund WisdomTree Trust 1.55788.749 $0,07 %zum 31.03.2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1.35377.121 $0,00 %zum 31.03.2026
iShares Core Dividend ETF iShares Trust 1.34587.586,4 $0,01 %zum 30.04.2026
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1.19577.818,4 $0,63 %zum 30.04.2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1.15265.664 $0,01 %zum 31.03.2026
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1.00957.513 $0,03 %zum 31.03.2026
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 88452.474,2 $0,74 %zum 28.02.2026
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 87749.989 $0,01 %zum 31.03.2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 86149.077 $0,05 %zum 31.03.2026
PROFUND VP SMALLCAP GROWTH ProFunds 84247.994 $0,32 %zum 31.03.2026
ULTRA SMALL CAP PROFUND ProFunds 83954.635,7 $0,09 %zum 30.04.2026
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 83047.310 $0,48 %zum 31.03.2026

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste ordnet die Fonds nach Stückzahl. Diese Liste ordnet sie nach dem Gewicht des Unternehmens in jedem Fonds.

FondsAnteil am Fonds
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 4,38 %zum 31.03.2026
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3,43 %zum 31.03.2026
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 3,34 %zum 31.03.2026
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 3,17 %zum 31.03.2026
Madison Mid Cap Fund MADISON FUNDS 3,11 %zum 30.04.2026
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2,98 %zum 30.04.2026
Mid Cap Fund ULTRA SERIES FUND 2,75 %zum 31.03.2026
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,72 %zum 31.03.2026
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2,70 %zum 31.03.2026
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 2,54 %zum 31.03.2026

Quartal für Quartal

Jede Zeile ist ein Quartal mit Meldungen bei der SEC, das jüngste zuerst. Die Veränderung vergleicht jedes Quartal mit dem vorherigen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2333+1437.090.225+1,6 %
2026Q1319+336.489.401-1,8 %
2025Q4316+2437.155.224+3,4 %
2025Q3292-1335.939.057+8,7 %
2025Q2305+2433.062.845+3,1 %
2025Q1281+132.070.010-2,1 %
2024Q4280-232.742.620-4,3 %
2024Q3282-834.196.235+2,7 %
2024Q2290+333.283.339-0,6 %
2024Q1287-633.481.471-4,0 %
2023Q429334.893.740

Institutionelle Verwalter

392 Verwalter melden diese Gesellschaft der SEC (Formular 13F). Die Tabelle zeigt die 25 größten.

VerwalterStückeWert
BlackRock, Inc.8.802.109501,7 Mio. $zum 31.03.2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.777.773329,3 Mio. $zum 31.03.2026
WASATCH ADVISORS LP3.742.624213,3 Mio. $zum 31.03.2026
STATE STREET CORP2.921.129166,5 Mio. $zum 31.03.2026
LONDON CO OF VIRGINIA2.903.947165,5 Mio. $zum 31.03.2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.703.182154,1 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC2.169.253123,7 Mio. $zum 31.03.2026
AMERIPRISE FINANCIAL INC2.147.192122,4 Mio. $zum 31.03.2026
HighTower Advisors, LLC1.785.339101,8 Mio. $zum 31.03.2026
Madison Asset Management, LLC1.773.735101,1 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC1.755.018100 Mio. $zum 31.03.2026
TIMUCUAN ASSET MANAGEMENT INC/FL1.514.70186,3 Mio. $zum 31.03.2026
NATIXIS ADVISORS, LLC1.352.59577.098 $zum 31.03.2026
Channing Capital Management, LLC1.308.09574,6 Mio. $zum 31.03.2026
JONES FINANCIAL COMPANIES LLLP1.290.54070,1 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP1.277.77472,8 Mio. $zum 31.03.2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.193.76868 Mio. $zum 31.03.2026
JPMORGAN CHASE & CO1.177.61264,7 Mio. $zum 31.03.2026
Fisher Asset Management, LLC1.028.63758,6 Mio. $zum 31.03.2026
Bank of New York Mellon Corp993.89756,7 Mio. $zum 31.03.2026
Heard Capital LLC979.81055,8 Mio. $zum 31.03.2026
MORGAN STANLEY948.99454,1 Mio. $zum 31.03.2026
WELLS FARGO & COMPANY/MN927.73152,9 Mio. $zum 31.03.2026
NORTHERN TRUST CORP810.46646,2 Mio. $zum 31.03.2026
JENNISON ASSOCIATES LLC792.61745,2 Mio. $zum 31.03.2026

Gemeldete Aktionäre von Moelis & Co

4 Beteiligungsmeldungen liegen bei der SEC vor (Schedule 13D/13G). Diese Anteile addieren sich nicht. Eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, und diese stehen bereits unter den Fonds dieser Seite.

AktionärGemeldeter AnteilStücke
Kayne Anderson Rudnick Investment Management, LLC 7,90 %5.778.143zum 31.03.2026 · SCHEDULE 13G
Vanguard Portfolio Management 6,39 %4.693.308zum 31.03.2026 · SCHEDULE 13G
Vanguard Capital Management 5,28 %3.880.626zum 31.03.2026 · SCHEDULE 13G
Wasatch Advisors LP 5,10 %3.742.624zum 31.03.2026 · SCHEDULE 13G
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