Titelia

Fund shareholders of Moelis & Co

ISIN US60786M1053 · United States · LEI 549300891QNU7VTQUR83

Fund shareholders
335
Of which ETFs
75 260 other funds
Value held
2.2B $ 45.2M SEK
FundSharesValueWeight in fund
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 44,5052.9M $0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 43,9102.6M $0.01 %as of Feb 28, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 42,2702.4M $0.84 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,1062.7M $0.01 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 41,5002.4M $0.15 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 41,3032.4M $0.00 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 41,1782.3M $0.75 %as of Mar 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 40,0852.3M $0.13 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 38,8342.5M $0.14 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 38,7962.5M $0.34 %as of Apr 30, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,6042.2M $2.21 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 38,5402.5M $0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,2072.1M $0.01 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 37,0202.1M $0.75 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 36,8752.4M $0.28 %as of Apr 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 36,7472.1M $0.83 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 35,9282M $0.77 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 34,2382M $0.14 %as of Mar 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 32,4712.1M $2.98 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 32,1912.1M $0.15 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 30,3961.7M $0.48 %as of Mar 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 29,9501.7M $1.39 %as of Mar 31, 2026 ↗
Hilton Small-MidCap Opportunity ETF Tidal Trust II 29,3591.9M $1.48 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,6981.9M $0.26 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 27,7821.8M $0.29 %as of Apr 30, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 27,6851.8M $1.88 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27,4651.6M $0.18 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,2421.8M $0.02 %as of Apr 30, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 26,6601.7M $0.90 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 26,0901.5M $0.08 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 26,0521.7M $0.07 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 26,05114.1M SEK0.05 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 25,9151.5M $0.27 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 25,8001.5M $0.06 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 25,3201.4M $0.27 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 25,1241.6M $1.04 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 24,5361.4M $0.51 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 24,4841.4M $0.05 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 24,4631.5M $0.19 %as of Feb 28, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,0581.6M $0.30 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 23,9301.4M $0.16 %as of Feb 28, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 23,8281.6M $0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 23,8111.4M $0.08 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 23,4851.3M $0.14 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 23,4491.5M $0.01 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 22,5571.3M $0.19 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 22,2841.3M $0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 22,1071.3M $0.01 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,9631.4M $0.24 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 21,8451.2M $0.13 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 21,4591.2M $0.05 %as of Mar 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 20,9181.2M $3.34 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,5471.2M $0.05 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 20,3501.2M $0.27 %as of Mar 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 20,2331.2M $0.11 %as of Feb 27, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 19,5531.1M $0.67 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 19,2771.1M $0.50 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 18,9511.1M $0.09 %as of Feb 28, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 17,8531M $0.12 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 17,5771M $0.13 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,1341M $0.01 %as of Feb 28, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 16,812958.3K $0.74 %as of Mar 31, 2026 ↗
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 16,6101.1M $0.57 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 16,5831.1M $0.01 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,331930.9K $0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 16,279927.9K $0.34 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 16,2581.1M $0.01 %as of Apr 30, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 16,073916.2K $0.03 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 15,9241M $0.08 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,8621M $0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 15,7751M $0.05 %as of Apr 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 15,742897.3K $0.08 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 13,435765.8K $0.14 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 13,345760.7K $0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 13,290757.5K $0.06 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 13,183751.4K $0.04 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 12,646750.7K $0.37 %as of Feb 28, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 11,839771K $0.90 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,800700.4K $0.06 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 11,469653.7K $0.09 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,295670.5K $0.35 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,288735.1K $0.18 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 11,211730.1K $0.25 %as of Apr 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 11,130634.4K $1.10 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 11,129660.6K $0.29 %as of Feb 28, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 10,832617.4K $2.16 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,690609.3K $0.07 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,394592.5K $0.14 %as of Mar 31, 2026 ↗
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 10,075574.3K $0.44 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 9,732554.7K $0.14 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,720554K $0.09 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,466539.6K $0.05 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 9,372534.2K $0.08 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 9,356533.3K $0.18 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 9,136520.8K $1.13 %as of Mar 31, 2026 ↗
SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST 8,963510.9K $0.22 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,913508K $0.14 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,800501.6K $0.01 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 8,549507.5K $0.36 %as of Feb 28, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,468482.7K $0.27 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 4.38 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3.43 %as of Mar 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 3.34 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 3.17 %as of Mar 31, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 3.11 %as of Apr 30, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2.98 %as of Apr 30, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 2.75 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.72 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2.70 %as of Mar 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 2.54 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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

Institutional managers

392 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.8,802,109501.7M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,777,773329.3M $as of Mar 31, 2026
WASATCH ADVISORS LP3,742,624213.3M $as of Mar 31, 2026
STATE STREET CORP2,921,129166.5M $as of Mar 31, 2026
LONDON CO OF VIRGINIA2,903,947165.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,703,182154.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,169,253123.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,147,192122.4M $as of Mar 31, 2026
HighTower Advisors, LLC1,785,339101.8M $as of Mar 31, 2026
Madison Asset Management, LLC1,773,735101.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,755,018100M $as of Mar 31, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL1,514,70186.3M $as of Mar 31, 2026
NATIXIS ADVISORS, LLC1,352,59577.1K $as of Mar 31, 2026
Channing Capital Management, LLC1,308,09574.6M $as of Mar 31, 2026
JONES FINANCIAL COMPANIES LLLP1,290,54070.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,277,77472.8M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,193,76868M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,177,61264.7M $as of Mar 31, 2026
Fisher Asset Management, LLC1,028,63758.6M $as of Mar 31, 2026
Bank of New York Mellon Corp993,89756.7M $as of Mar 31, 2026
Heard Capital LLC979,81055.8M $as of Mar 31, 2026
MORGAN STANLEY948,99454.1M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN927,73152.9M $as of Mar 31, 2026
NORTHERN TRUST CORP810,46646.2M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC792,61745.2M $as of Mar 31, 2026

Declared shareholders of Moelis & Co

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Kayne Anderson Rudnick Investment Management, LLC 7.90 %5,778,143as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 6.39 %4,693,308as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %3,880,626as of Mar 31, 2026 · SCHEDULE 13G
Wasatch Advisors LP 5.10 %3,742,624as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Moelis & Co". https://titelia.com/en/stocks/moelis-co-US60786M1053