Titelia

Fund shareholders of Moelis & Co

ISIN US60786M1053 · United States · LEI 549300891QNU7VTQUR83

Fund shareholders
323
Of which ETFs
81 242 other funds
Value held
≈ 2.3B $ 2.3B $ · 45.2M SEK
FundSharesValueWeight in fund
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 40,4742.7M $0.01 %as of Jul 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 40,0902.6M $0.71 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,8862.6M $0.00 %as of Jun 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 38,8342.6M $0.14 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 38,7962.6M $0.31 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 38,1932.5M $0.15 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 36,1552.4M $0.16 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 35,6842.3M $0.01 %as of Jun 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 35,4872.3M $0.90 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 34,8892.3M $0.28 %as of Jul 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 33,9852.3M $1.13 %as of May 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 33,6602.2M $0.72 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 32,9802.2M $0.82 %as of Jun 30, 2026 ↗
Hilton Small-MidCap Opportunity ETF Tidal Trust II 32,3832.2M $1.53 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 31,4902.1M $0.15 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 30,7622M $0.47 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 30,6882.1M $0.11 %as of May 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 30,5452M $2.80 %as of Jul 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 29,9502M $1.37 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 28,3291.9M $0.19 %as of May 31, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 27,6851.9M $1.88 %as of Jul 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 27,5361.8M $0.88 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,4981.8M $0.07 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 27,2201.8M $0.01 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,0421.8M $0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 26,0901.7M $0.08 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 26,05114.1M SEK0.05 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 26,0001.7M $0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 25,2241.7M $0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 24,8961.6M $0.15 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 24,8401.6M $0.26 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 24,7711.6M $0.26 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 24,4841.6M $0.05 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 23,8281.6M $0.01 %as of Jul 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 23,2541.6M $0.91 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 23,0071.5M $0.26 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 21,9701.4M $0.13 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 21,0851.4M $0.10 %as of May 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 20,9181.4M $3.56 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 20,5671.3M $0.20 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,2201.4M $0.19 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 19,5451.3M $0.27 %as of Jun 30, 2026 ↗
Muirfield Fund Meeder Funds 19,5101.3M $0.10 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 18,8671.3M $0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 18,6041.3M $0.15 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 17,5771.1M $0.13 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,4861.1M $0.04 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 16,8931.1M $0.01 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 16,6301.1M $0.01 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 16,6181.1M $0.11 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,3311.1M $0.01 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,2111.1M $0.13 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 16,1071.1M $0.38 %as of May 31, 2026 ↗
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 16,1021.1M $0.53 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,8621.1M $0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 15,7751.1M $0.04 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 15,011982K $0.15 %as of Jun 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 14,9081M $0.93 %as of May 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 14,720990.5K $0.38 %as of May 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 13,957913.1K $0.29 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 13,545886.1K $0.01 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,639847.8K $0.15 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 12,381833.1K $0.35 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 12,237800.5K $0.06 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 12,212798.9K $0.22 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 12,003805.2K $0.07 %as of Jul 31, 2026 ↗
ALPS Dynamic U.S. Dividend Advantage ETF ALPS ETF TRUST 11,980806.1K $0.92 %as of May 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 11,846775K $0.03 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,800794K $0.06 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,718766.6K $0.15 %as of Jun 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 11,690764.8K $1.19 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 11,469750.3K $0.09 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,388745K $0.15 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,364762.3K $0.18 %as of Jul 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 10,778705.1K $0.50 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,113661.6K $0.09 %as of Jun 30, 2026 ↗
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 10,075659.1K $0.40 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 9,970652.2K $0.06 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 9,732636.7K $0.13 %as of Jun 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 9,613646.9K $0.30 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,466619.3K $0.05 %as of Jun 30, 2026 ↗
Spectrum Fund Meeder Funds 9,428616.8K $0.23 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 9,413615.8K $0.19 %as of Jun 30, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 9,136597.7K $1.10 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 9,015589.8K $0.15 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,800575.7K $0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,518557.2K $0.26 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,509570.8K $0.07 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 8,483555K $1.82 %as of Jun 30, 2026 ↗
Dynamic Allocation Fund Meeder Funds 8,456553.2K $0.09 %as of Jun 30, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 8,437567.7K $0.60 %as of May 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 7,981522.1K $0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,865514.5K $0.12 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 7,590510.7K $0.39 %as of May 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,310478.2K $0.02 %as of Jun 30, 2026 ↗
Balanced Fund Meeder Funds 7,150467.8K $0.10 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,116477.3K $0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 7,100464.5K $0.05 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,035473.4K $0.24 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,987457.1K $0.11 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 4.43 %as of Jun 30, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 3.56 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3.54 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 3.40 %as of Jun 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 2.94 %as of Jul 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 2.89 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust 2.84 %as of Jun 30, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 2.80 %as of Jul 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 2.58 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.56 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3321-1235,188,238-5.1 %
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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wasatch Advisors LP 4.40 %3,246,593as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Moelis & Co". https://titelia.com/en/stocks/moelis-co-US60786M1053