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Company

Moelis

MC · United StatesWikipedia ↗

The ETFs we cover that hold this company, and its latest news.

Which ETFs hold Moelis?

Held by 122 covered funds. Sorted by Moelis’ share of each fund. Holdings as of each fund’s latest SEC filing.

FundShare of fund
WGLSXWasatch Long/Short Alpha Fund3.6%
TBGTBG Dividend Focus2.6%
WICVXWasatch Small Cap Value Fund2.6%
OWLLXChanning Intrinsic Value Small-Cap Fund2.5%
WIGRXWasatch Core Growth Fund2.2%
XSHQInvesco S&P SmallCap Quality2.1%
KCEState Street(R) SPDR(R) S&P(R) Capital Markets1.6%
SMCOHilton Small-MidCap Opportunity1.5%
SMLLHarbor Active Small Cap1.2%
PSCFInvesco S&P SmallCap Financials1.2%
FDLSInspire Fidelis Multi Factor1.1%
FSGSFirst Trust SMID Growth Strength0.9%
PSCQXPenn Capital Special Situations Small Cap Equity Fund0.9%
RFDARiverFront Dynamic US Dividend Advantage0.9%
HAPSHarbor Human Capital Factor US Small Cap0.9%
CSBVictoryShares US Small Cap High Div Volatility Wtd0.9%
KCSSXKnights of Columbus Small Cap Equity Fund0.9%
FTKIFirst Trust Small Cap BuyWrite Income0.9%
HSPGXEmerald Growth Fund0.8%
OUSMALPS O'Shares U.S. Small Cap Quality Dividend0.5%
QSMLWisdomTree U.S. SmallCap Quality Growth Fund0.5%
IAIiShares U.S. Broker-Dealers & Securities Exchanges0.5%
DONWisdomTree U.S. Midcap Dividend Fund0.4%
SMIZZacks Small/Mid Cap0.4%
OMFSInvesco Russell 2000 Dynamic Multifactor0.4%
QVMSInvesco S&P SmallCap 600 QVM Multi-factor0.4%
VIOGVanguard S&P Small-Cap 600 Growth Index Fund0.3%
EBITHarbor AlphaEdge Small Cap Earners0.3%
SCDSJPMorgan Fundamental Data Science Small Core0.3%
SLYGState Street(R) SPDR(R) S & P 600(TM) Small Cap Growth0.3%
FNYFirst Trust Mid Cap Growth Alphadex Fund0.3%
BFORBarron's 4000.3%
VIOOVanguard S&P Small-Cap 600 Index Fund0.3%
VTWGVanguard Russell 2000 Growth Index Fund0.3%
CBHMXVictory Market Neutral Income Fund0.3%
VTSIXVanguard Tax-Managed Small-Cap Fund0.3%
SPSMState Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap0.3%
JPSEJPMorgan Diversified Return U.S. Small Cap Equity0.3%
IJTiShares S&P Small-Cap 600 Growth0.3%
VIOVVanguard S&P Small-Cap 600 Value Index Fund0.2%
XJRiShares ESG Select Screened S&P Small-Cap0.2%
RFLRInnovator U.S. Small Cap Managed Floor0.2%
SLYVState Street(R) SPDR(R) S & P 600(TM) Small Cap Value0.2%
IWOiShares Russell 2000 Growth0.2%
IJSiShares S&P Small-Cap 600 Value0.2%
TPSCTimothy Plan US Small Cap Core0.2%
IJRiShares Core S&P Small-Cap0.2%
SAAProShares Ultra SmallCap6000.2%
BKSEBNY Mellon US Small Cap Core Equity0.2%
STXKStrive Small-Cap0.2%
DHSWisdomTree U.S. High Dividend Fund0.2%
JHSCJohn Hancock Multifactor Small Cap0.2%
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity0.2%
GSSCGoldman Sachs ActiveBeta(R) U.S. Small Cap Equity0.2%
AVSCAvantis U.S. Small Cap Equity0.2%
FNDASchwab Fundamental U.S. Small Company0.2%
HEJDVictoryShares Hedged Equity Income0.2%
RSSLGlobal X Russell 20000.2%
NSIDXSmall Cap Index Fund0.2%
VTWOVanguard Russell 2000 Index Fund0.1%
AVSCXAvantis U.S. Small Cap Equity Fund0.1%
VBKVanguard Small-Cap Growth Index Fund0.1%
RBProShares Russell 2000 Dynamic Buffer0.1%
DDDDYieldMax U.S. Stocks Target Double Distribution0.1%
ITWOProShares Russell 2000 High Income0.1%
SCHDSchwab U.S. Dividend Equity0.1%
FDLFirst Trust Morningstar Dividend Leaders Index Fund0.1%
IWMiShares Russell 20000.1%
ISCGiShares Morningstar Small-Cap Growth0.1%
RWJInvesco S&P SmallCap 600 Revenue0.1%
SCHASchwab U.S. Small-Cap0.1%
DFSCXU.S. Micro Cap Portfolio0.1%
MMSIXPraxis Small Cap Index Fund0.1%
DFASDimensional U.S. Small Cap0.1%
FSMLFranklin Small Cap Enhanced0.1%
FADFirst Trust Multi Cap Growth Alphadex Fund0.1%
FNXFirst Trust Mid Cap Core Alphadex Fund0.1%
ISCBiShares Morningstar Small-Cap0.1%
DEWWisdomTree Global High Dividend Fund0.1%
HDViShares Core High Dividend0.1%
VFHVanguard Financials Index Fund0.1%
VBVanguard Small-Cap Index Fund0.1%
VXFVanguard Extended Market Index Fund0.1%
SSMHXState Street Small/mid Cap Equity Index Portfolio0.1%
EZMWisdomTree U.S. MidCap Fund0.0%
FNCLFidelity MSCI Financials Index0.0%
JMEEJPMorgan Small & Mid Cap Enhanced Equity0.0%
EBILongview Advantage0.0%
AVSUAvantis Responsible U.S. Equity0.0%
MFUSPimco Rafi Dynamic Multi-Factor U.S. Equity0.0%
DXUVDimensional US Vector Equity0.0%
DFACDimensional U.S. Core Equity 20.0%
DTDWisdomTree U.S. Total Dividend Fund0.0%
VYMVanguard High Dividend Yield Index Fund0.0%
MSSMMorgan Stanley Pathway Small-Mid Cap Equity0.0%
DFSUDimensional US Sustainability Core 10.0%
AVUSAvantis U.S. Equity0.0%
DCORDimensional US Core Equity 10.0%
DFQTXU.S. Core Equity 2 Portfolio0.0%
FNDBSchwab Fundamental U.S. Broad Market0.0%
PRFInvesco Rafi US 10000.0%
DFAUDimensional US Core Equity Market0.0%
TILTFlexShares Morningstar US Market Factor Tilt Index Fund0.0%
VLUState Street(R) SPDR(R) S&P(R) 1500 Value Tilt0.0%
ESGVVanguard ESG U.S. Stock0.0%
DFUSDimensional U.S. Equity Market0.0%
KCXSXKnights of Columbus U.S. ALL CAP INDEX FUND0.0%
AVUNXAvantis U.S. Equity Fund0.0%
SCHKSchwab 1000 Index0.0%
SCHBSchwab U.S. Broad Market0.0%
VTHRVanguard Russell 3000 Index Fund0.0%
VITPXVanguard Institutional Total Stock Market Index Fund0.0%
VTIVanguard Total Stock Market Index Fund0.0%
SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market0.0%
AVTMAvantis Total Equity Markets0.0%
IWViShares Russell 30000.0%
DIVBiShares Core Dividend0.0%
MMTMState Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt0.0%
ITOTiShares Core S&P Total U.S. Stock Market0.0%
VTVanguard Total World Stock Index Fund0.0%
SSBIXState Street Balanced Index Fund0.0%
GTPEGoldman Sachs MSCI World Private Equity Return Tracker0.0%

Where to buy these ETFs

[Affiliate and risk wording from the law firm]

Latest Moelis news

No recent stories about Moelis.