ALPS ADVISORS INC

Position in MC — Moelis & Co

CIK 1376113 Denver, CO

Position in MC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,195,535

+$1,596,205 QoQ

Shares Held

94,704

+17.4% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#78

of 393 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. MC ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	91,702	$12,299,989
2	MC	Moelis & Co This page	94,704	$6,195,535
3	EVR	Evercore Inc.	15,547	$5,308,367
4	GS	Goldman Sachs Group Inc	4,758	$4,812,098
5	LAZ	Lazard, Inc.	82,903	$3,476,951
6	MKTX	Marketaxess Holdings Inc	29,762	$3,377,689
7	PJT	PJT Partners Inc.	15,195	$2,293,533
8	MS	Morgan Stanley	10,272	$2,147,258

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,195,535	94,704	+17.4%	Shares	Defined	2026-07-29
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.