Filing Research | MC - MOELIS & CO Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.2MSH	$212.4M
2	Tributary Capital Management, LLC	Shares	459.7KSH	$30.1M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	412.2KSH	$27.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	283.9KSH	$18.1M
5	Mirae Asset Global Investments Co., Ltd.	Shares	62.2KSH	$4.1M
6	Y-Intercept (Hong Kong) Ltd	Shares	36.3KSH	$2.4M
7	Louisiana State Employees Retirement System	Shares	32.6KSH	$2.1M
8	Salvus Wealth Management, LLC	Shares	29.7KSH	$1.9M
9	Police & Firemen's Retirement System of New Jersey	Shares	22.3KSH	$1.5M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.6KSH	$1.3M
11	Hennion & Walsh Asset Management, Inc.	Shares	20.5KSH	$1.3M
12	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	17.7KSH	$1.2M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.6KSH	$1.2M
14	NOVEM GROUP	Shares	15.9KSH	$1.0M
15	Drucker Wealth 3.0, LLC	Shares	15.2KSH	$992.2K
16	Marshall Financial Group, LLC	Shares	12.3KSH	$806.9K
17	Merit Financial Group, LLC	Shares	11.8KSH	$770.1K
18	Impact Capital Partners LLC	Shares	9.9KSH	$646.2K
19	NAPLES GLOBAL ADVISORS, LLC	Shares	9.3KSH	$611.1K
20	PEAK FINANCIAL ADVISORS LLC	Shares	8.4KSH	$551.1K
21	First National Advisers, LLC	Shares	7.2KSH	$469.6K
22	FULTON BANK, N.A.	Shares	6.9KSH	$453.4K
23	D.A. DAVIDSON & CO.	Shares	6.7KSH	$439.4K
24	Trust Point Inc.	Shares	5.5KSH	$360.7K
25	Capital Investment Advisory Services, LLC	Shares	5.2KSH	$342.0K
26	QRG CAPITAL MANAGEMENT, INC.	Shares	5.2KSH	$340.6K
27	ST GERMAIN D J CO INC	Shares	5.0KSH	$327.1K
28	Fifth Third Wealth Advisors LLC	Shares	4.4KSH	$290.4K
29	Curated Wealth Partners LLC	Shares	102.6KSH	$289.0K
30	Apollon Wealth Management, LLC	Shares	4.1KSH	$269.8K
31	BENJAMIN EDWARDS INC	Shares	3.8KSH	$250.6K
32	Envestnet Portfolio Solutions, Inc.	Shares	3.4KSH	$220.4K
33	Central Pacific Bank - Trust Division	Shares	2.7KSH	$176.0K
34	GAMMA Investing LLC	Shares	1.5KSH	$97.4K
35	Versant Capital Management, Inc	Shares	1.4KSH	$89.7K
36	SIGNATUREFD, LLC	Shares	1.2KSH	$75.4K
37	IFP Advisors, Inc	Shares	1.1KSH	$73.1K
38	EverSource Wealth Advisors, LLC	Shares	908SH	$59.4K
39	HM PAYSON & CO	Shares	642SH	$42.0K
40	Crewe Advisors LLC	Shares	387SH	$25.3K
41	Allied Private Wealth LLC	Shares	390SH	$25.2K
42	City State Bank	Shares	350SH	$22.9K
43	LRI Investments, LLC	Shares	343SH	$22.4K
44	Farther Finance Advisors, LLC	Shares	296SH	$19.3K
45	MassMutual Private Wealth & Trust, FSB	Shares	295SH	$19.3K
46	SBI Securities Co., Ltd.	Shares	286SH	$18.7K
47	Cedar Mountain Advisors, LLC	Shares	220SH	$14.4K
48	Owl Creek Wealth Partners LLC	Shares	165SH	$10.8K
49	Hilltop National Bank	Shares	150SH	$9.8K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	125SH	$8.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 81 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+31.4K	+$5.3M	$27.0M
2	Tributary Capital Management, LLC trimmed	Shares	-16.5K	+$2.9M	$30.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+355	+$2.1M	$18.1M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+10.4K	+$1.1M	$4.1M
5	NOVEM GROUP new	Shares	+15.9K	+$1.0M	$1.0M
6	Marshall Financial Group, LLC new	Shares	+12.3K	+$806.9K	$806.9K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$301.9K	$1.5M
8	Fifth Third Wealth Advisors LLC new	Shares	+4.4K	+$290.4K	$290.4K
9	Louisiana State Employees Retirement System trimmed	Shares	-200	+$263.1K	$2.1M
10	Merit Financial Group, LLC added	Shares	+2.4K	+$235.3K	$770.1K
11	Envestnet Portfolio Solutions, Inc. new	Shares	+3.4K	+$220.4K	$220.4K
12	Hennion & Walsh Asset Management, Inc. added	Shares	+474	+$199.8K	$1.3M
13	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+812	+$195.1K	$1.2M
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+308	+$191.0K	$1.3M
15	Salvus Wealth Management, LLC trimmed	Shares	-1.3K	+$178.2K	$1.9M
16	Drucker Wealth 3.0, LLC added	Shares	+165	+$137.1K	$992.2K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-662	+$110.8K	$1.2M
18	FULTON BANK, N.A. added	Shares	+768	+$102.1K	$453.4K
19	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$78.7K	$611.1K
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+553	+$75.4K	$340.6K
21	PEAK FINANCIAL ADVISORS LLC added	Shares	+2	+$71.0K	$551.1K
22	D.A. DAVIDSON & CO. added	Shares	+51	+$59.5K	$439.4K
23	Capital Investment Advisory Services, LLC added	Shares	+4	+$44.2K	$342.0K
24	ST GERMAIN D J CO INC unchanged	Shares	0	+$42.1K	$327.1K
25	Versant Capital Management, Inc added	Shares	+500	+$40.0K	$89.7K
26	Central Pacific Bank - Trust Division added	Shares	+200	+$34.0K	$176.0K
27	GAMMA Investing LLC added	Shares	+153	+$21.3K	$97.4K
28	IFP Advisors, Inc added	Shares	+9	+$9.9K	$73.1K
29	SIGNATUREFD, LLC trimmed	Shares	-23	+$8.4K	$75.4K
30	SJS Investment Consulting Inc. added	Shares	+98	+$6.6K	$7.5K
31	LRI Investments, LLC added	Shares	+61	+$6.4K	$22.4K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+93	+$6.3K	$7.2K
33	HM PAYSON & CO unchanged	Shares	0	+$5.4K	$42.0K
34	Farther Finance Advisors, LLC added	Shares	+46	+$5.2K	$19.3K
35	City State Bank unchanged	Shares	0	+$2.9K	$22.9K
36	SBI Securities Co., Ltd. trimmed	Shares	-5	+$2.1K	$18.7K
37	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.9K	$14.4K
38	Crewe Advisors LLC trimmed	Shares	-28	+$1.7K	$25.3K
39	Noble Wealth Management PBC new	Shares	+24	+$1.6K	$1.6K
40	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.4K	$10.8K
41	Hilltop National Bank unchanged	Shares	0	+$1.3K	$9.8K
42	JFS WEALTH ADVISORS, LLC added	Shares	+14	+$1.2K	$3.0K
43	Fortitude Family Office, LLC added	Shares	+12	+$987	$2.4K
44	Marquette Asset Management, LLC unchanged	Shares	0	+$859	$6.7K
45	Creative Capital Management Investments LLC new	Shares	+11	+$720	$720
46	Nvest Wealth Strategies, Inc. unchanged	Shares	0	+$632	$4.9K
47	High Note Wealth, LLC unchanged	Shares	0	+$547	$4.3K
48	True Wealth Design, LLC unchanged	Shares	0	+$531	$4.1K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$388	$8.2K
50	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$362	$2.8K

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