ALPS ADVISORS INC

Position in MC — Moelis & Co

CIK 1376113 Denver, CO

Position in MC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,599,330

-$950,600 QoQ

Shares Held

80,690

-0.1% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ALPS ADVISORS INC holds $34,594,750 across 10 Capital Markets names. MC ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	89,324	$12,828,712
2	MKTX	Marketaxess Holdings Inc	28,895	$4,767,097
3	MC	Moelis & Co This page	80,690	$4,599,330
4	EVR	Evercore Inc.	15,090	$4,504,515
5	LAZ	Lazard, Inc.	80,444	$3,417,261
6	PJT	PJT Partners Inc.	14,753	$2,061,289
7	GS	Goldman Sachs Group Inc	932	$788,462
8	VIRT	Virtu Financial, Inc.	12,667	$557,094

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,599,330	80,690	-0.1%	Shares	Defined	2026-05-08
2025-12-31	$5,549,930	80,738	-5.7%	Shares	Defined	2026-02-12
2025-09-30	$6,104,849	85,598	-7.5%	Shares	Defined	2025-11-05
2023-06-30	$4,196,307	92,552	+45.2%	Shares	Defined	2023-08-14
2023-03-31	$2,451,049	63,763	+12.4%	Shares	Defined	2023-05-10
2022-12-31	$2,177,075	56,739	+11.4%	Shares	Defined	2023-02-14
2022-09-30	$1,721,334	50,912	+32.3%	Shares	Defined	2022-11-14
2022-06-30	$1,513,951	38,474	+539.7%	Shares	Defined	2022-08-15
2021-12-31	$375,935	6,014	+2.0%	Shares	Defined	2022-02-09
2021-09-30	$364,661	5,894	-1.7%	Shares	Defined	2021-11-15
2021-06-30	$341,226	5,998	0.0%	Shares	Defined	2021-08-11
2021-03-31	$329,170	5,998	—	Shares	Defined	2021-05-07
No filing history on record for this holder in this stock.