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
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,890462.2K $0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,854448.4K $0.15 %as of Jun 30, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 6,681448.2K $0.56 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 6,548439.2K $0.02 %as of Jul 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 6,532427.3K $0.02 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,430420.7K $0.13 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 6,385417.7K $0.02 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,296411.9K $0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,176415.6K $0.01 %as of May 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 6,174415.4K $0.01 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 6,039395.1K $0.15 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 6,021393.9K $0.25 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,019393.8K $0.07 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 5,972390.7K $0.09 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,946398.9K $0.15 %as of Jul 31, 2026 ↗
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 5,797388.9K $0.48 %as of Jul 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 5,720374.2K $0.23 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,617376.8K $0.03 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,547372.1K $0.11 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 5,266344.5K $0.02 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,977325.6K $0.15 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 4,749310.7K $0.21 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,654304.5K $0.01 %as of Jun 30, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 4,642311.4K $1.57 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 4,533305K $0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 4,449299.4K $1.22 %as of May 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 4,421289.2K $0.88 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,116276.1K $0.01 %as of Jul 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 4,082267K $0.94 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 3,943265.3K $0.00 %as of May 31, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 3,895261.3K $2.48 %as of Jul 31, 2026 ↗
Columbia Global Opportunities Fund Columbia Funds Series Trust II 3,853258.5K $0.08 %as of Jul 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,694241.7K $0.10 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,499235.4K $0.13 %as of May 31, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 3,484227.9K $3.54 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,440225K $0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 3,400222.4K $0.04 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,262218.8K $0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,257218.5K $0.08 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,226211K $0.01 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,192214.1K $0.23 %as of Jul 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,167213.1K $0.03 %as of May 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 3,127204.6K $0.85 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,988201.1K $0.15 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,766186.1K $0.05 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,737184.2K $0.07 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,735183.5K $0.21 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,710177.3K $0.02 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,686175.7K $0.00 %as of Jun 30, 2026 ↗
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 2,600170.1K $0.77 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2,561171.8K $1.23 %as of Jul 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 2,521164.9K $0.08 %as of Jun 30, 2026 ↗
Monteagle Opportunity Equity Fund Monteagle Funds 2,464165.8K $0.95 %as of May 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,427158.8K $0.11 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,368154.9K $0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,339157.4K $0.01 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,225145.6K $0.06 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,209148.6K $0.02 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,100137.4K $0.15 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 2,058138.5K $0.29 %as of May 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,009135.2K $0.03 %as of May 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,000130.8K $0.01 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,998134K $0.01 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,942130.3K $0.02 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,898124.2K $0.01 %as of Jun 30, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,897124.1K $0.43 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,853121.2K $0.01 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,833119.9K $0.01 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,752117.9K $0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,740113.8K $0.01 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1,727113K $0.09 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,724112.8K $0.02 %as of Jun 30, 2026 ↗
Mid Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1,611105.4K $2.35 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,603104.9K $0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,567102.5K $0.04 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,557101.9K $0.07 %as of Jun 30, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 1,39191K $0.02 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 1,34590.2K $0.01 %as of Jul 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,30785.5K $0.02 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,16576.2K $0.03 %as of Jun 30, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 1,12673.7K $0.08 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,11673K $0.01 %as of Jun 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1,03569.4K $0.59 %as of Jul 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 99365K $0.30 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 97265.2K $0.11 %as of Jul 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 96463.1K $0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 95362.3K $0.01 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 88659.6K $0.22 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 87757.4K $0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 84455.2K $0.47 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 76351.3K $0.01 %as of May 31, 2026 ↗
Global Allocation Fund Meeder Funds 72047.1K $0.11 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 70047.1K $0.01 %as of May 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 67244K $0.23 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 58639.3K $0.33 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 57137.4K $0.01 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 52034K $0.03 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 46130.2K $0.01 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 43828.7K $0.31 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 41427.8K $0.01 %as of Jul 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 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