As of the latest SEC filings, Moelis & Co (MC) is held by 466 institutional funds. The largest fund shareholder is EUPAC Fund (CEUAX), holding an estimated $619,666,699.70 in market value, representing 0.49% of its portfolio.
Funds holding Moelis & Co (MC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MC
- CIK:
- 0001596967
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CEUAX
EUPAC Fund
|
MF | Independent / Boutique | 0.49% | $619,666,699.70 | 1,114,779 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.22% | $330,184,977.47 | 513,580 | Feb 28, 2026 | Apr 27, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.20% | $301,661,299.62 | 542,688 | Mar 31, 2026 | May 28, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.22% | $202,110,372.00 | 3,545,796 | Mar 31, 2026 | May 26, 2026 |
|
CNWAX
New World Fund Inc
|
MF | Independent / Boutique | 0.21% | $182,383,570.76 | 343,700 | Apr 30, 2026 | Jun 26, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.05% | $174,183,858.66 | 270,931 | Feb 28, 2026 | Apr 27, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.10% | $156,305,364.82 | 281,193 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.12% | $147,579,457.75 | 278,112 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.16% | $135,786,296.80 | 2,287,505 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $134,261,619.00 | 2,355,467 | Mar 31, 2026 | May 28, 2026 |
|
TMCPX
Touchstone Funds Group Trust-Touchstone Mid Cap Fund
|
MF | Independent / Boutique | 2.70% | $118,260,636.00 | 2,074,748 | Mar 31, 2026 | May 29, 2026 |
|
CGVYX
American Funds Global Insight Fund
|
MF | Capital Group / American Funds | 0.54% | $112,152,895.15 | 211,351 | Apr 30, 2026 | Jun 26, 2026 |
|
AKRE
Akre Focus ETF
|
ETF | Independent / Boutique | 1.71% | $109,624,654.71 | 206,922 | Apr 30, 2026 | Jun 29, 2026 |
|
DISAX
BNY Mellon International Stock Fund
|
MF | Independent / Boutique | 2.42% | $97,786,391.98 | 152,100 | Feb 28, 2026 | Apr 23, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $96,508,980.00 | 1,693,140 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.12% | $83,844,549.00 | 1,470,957 | Mar 31, 2026 | May 28, 2026 |
|
BROKX
BlackRock Advantage International Fund
|
MF | BlackRock / iShares | 0.99% | $76,244,115.68 | 119,314 | Feb 27, 2026 | Apr 24, 2026 |
|
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
|
ETF | WisdomTree | 3.31% | $70,911,145.34 | 132,896 | Mar 31, 2026 | Jun 1, 2026 |
|
HEDJ
WisdomTree Europe Hedged Equity Fund
|
ETF | WisdomTree | 4.11% | $69,729,257.35 | 130,681 | Mar 31, 2026 | Jun 1, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 2.26% | $67,267,809.00 | 1,180,137 | Mar 31, 2026 | May 5, 2026 |
|
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
|
ETF | Independent / Boutique | 0.70% | $62,076,079.14 | 96,555 | Feb 27, 2026 | Apr 29, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.12% | $57,673,223.81 | 103,754 | Mar 31, 2026 | May 28, 2026 |
|
PKSAX
Virtus KAR Small-Cap Core Fund
|
MF | Duff & Phelps / Virtus | 3.17% | $57,166,269.00 | 1,002,917 | Mar 31, 2026 | May 29, 2026 |
|
MMCRX
Madison Mid Cap Fund
|
MF | Independent / Boutique | 3.11% | $55,520,921.28 | 852,594 | Apr 30, 2026 | Jun 23, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.36% | $54,316,726.80 | 85,000 | Feb 28, 2026 | Apr 29, 2026 |
Advertisement (320x50)