Position in MC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,496,282
+$268,331 QoQ
Shares Held
96,426
+26.8% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $170,328,534 across 26 Capital Markets names. MC ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59,672 | $50,481,907 | |
| 2 | MS |
Morgan Stanley
|
252,788 | $41,601,312 | |
| 3 | SCHW |
Schwab Charles Corp
|
205,719 | $19,333,466 | |
| 4 | GOLD |
Gold.com, Inc.
|
277,029 | $11,103,321 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
24,339 | $7,321,897 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
98,580 | $6,831,592 | |
| 7 | MC |
Moelis & Co
This page
|
96,426 | $5,496,282 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
106,775 | $4,695,962 |
All Filings in MC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2024-05-07 | |
| 2023-12-31 | $1,432,717 | 25,525 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||