Position in MC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,571,756
+$2,410,546 QoQ
Shares Held
283,885
+0.1% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 32 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0.5128837381333992.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4871162618666.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. MC ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
This page
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in MC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,571,756 | 283,885 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,161,210 | 283,530 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,221,422 | 381,458 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,294,208 | 354,658 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $20,996,729 | 336,918 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $14,803,480 | 253,658 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,402,786 | 154,342 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,847,695 | 143,741 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,698,787 | 135,399 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,062,351 | 89,173 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||