Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,987
+$45,948 QoQ
Shares Held
5,518
-0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 391 holders
Holding Since
Jun 2025
5 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, 2026World Investment Advisors holds $35,220,928 across 7 Capital Markets names. MC ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
192,951 | $17,803,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,935 | $9,036,590 | |
| 3 | MS |
Morgan Stanley
|
26,428 | $5,524,509 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,340 | $1,839,135 | |
| 5 | GOLD |
Gold.com, Inc.
|
10,840 | $451,052 | |
| 6 | MC |
Moelis & Co
This page
|
5,518 | $360,987 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,407 | $205,067 |
All Filings in MC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,987 | 5,518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $315,039 | 5,527 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $432,305 | 6,289 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $522,703 | 7,329 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $452,941 | 7,268 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||