MOELIS & CO CL A is a security (CUSIP 60786M105) tracked across SEC portfolio filings. 418 institutional managers reported $4.5B on Form 13F as of 2026-06-30; 35 registered fund positions totaling $198.5M via N-PORT as of 2026-06-30.
Showing 15 of 418 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANGUARD GROUP INC | Valley Forge, PA | $584.9M | 8,509,013 |
| BlackRock, Inc. | New York, NY | $501.7M | 8,802,109 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | LOS ANGELES, CA | $329.3M | 5,777,773 |
| WASATCH ADVISORS LP | SALT LAKE CITY, UT | $212.4M | 3,246,593 |
| STATE STREET CORP | BOSTON, MA | $166.5M | 2,921,129 |
| LONDON CO OF VIRGINIA | RICHMOND, VA | $165.5M | 2,903,947 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $154.1M | 2,703,182 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $123.7M | 2,169,253 |
| HighTower Advisors, LLC | CHICAGO, IL | $120.6M | 1,843,458 |
| Madison Asset Management, LLC | Madison, WI | $101.1M | 1,773,735 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $100.0M | 1,755,018 |
| Channing Capital Management, LLC | Chicago, IL | $87.5M | 1,338,234 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | JACKSONVILLE, FL | $86.3M | 1,514,701 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $72.8M | 1,277,774 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $70.1M | 1,290,540 |
Showing 15 of 35 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $47.1M | 5.77% |
| SMALLCAP World Fund Inc | SMALLCAP World Fund Inc | $41.0M | 5.06% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $25.7M | 14.66% |
| PGIM Jennison Small Company Fund | Prudential Jennison Small Co Fund, Inc. | $18.8M | 58.93% |
| Emerald Growth Fund | FINANCIAL INVESTORS TRUST | $13.5M | 95.95% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $7.4M | 9.92% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $6.5M | 13.44% |
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $5.6M | 2.56% |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF | ALPS ETF TRUST | $4.6M | 52.97% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $3.1M | 13.72% |
| Columbia Variable Portfolio - Small Company Growth Fund | COLUMBIA FUNDS VARIABLE INSURANCE TRUST | $2.8M | 132.12% |
| BNY Mellon Smallcap Stock Index Fund | BNY MELLON INDEX FUNDS, INC. | $2.4M | 28.34% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $2.4M | 0.40% |
| Small Cap Portfolio | BNY MELLON VARIABLE INVESTMENT FUND | $2.3M | 75.45% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $2.1M | 0.70% |