Position in MC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,550,373
+$1,054,091 QoQ
Shares Held
100,128
+3.8% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#75
of 393 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $283,050,955 across 23 Capital Markets names. MC ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,766 | $86,741,151 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
713,559 | $42,506,707 | |
| 3 | MS |
Morgan Stanley
|
194,020 | $40,557,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
433,940 | $34,281,220 | |
| 5 | SCHW |
Schwab Charles Corp
|
193,980 | $17,898,529 | |
| 6 | GOLD |
Gold.com, Inc.
|
267,580 | $11,134,003 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,495 | $8,473,156 | |
| 8 | MC |
Moelis & Co
This page
|
100,128 | $6,550,373 |
All Filings in MC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,550,373 | 100,128 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $5,496,282 | 96,426 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,227,951 | 76,054 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $4,665,682 | 65,419 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,161,929 | 50,737 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,499,441 | 42,828 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,300,326 | 31,136 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,090,513 | 30,514 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,638,021 | 28,808 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,484,421 | 26,148 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,432,717 | 25,525 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||