OneDigital Investment Advisors LLC

Position in MC — Moelis & Co

CIK 1690370 OVERLAND PARK, KS

Position in MC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,253,708

+$381,893 QoQ

Shares Held

19,164

+25.3% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#156

of 391 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. MC ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	97,300	$8,468,992
2	SCHW	Schwab Charles Corp	57,720	$5,325,824
3	MS	Morgan Stanley	18,450	$3,856,788
4	GS	Goldman Sachs Group Inc	3,359	$3,397,191
5	MC	Moelis & Co This page	19,164	$1,253,708
6	HOOD	Robinhood Markets, Inc.	9,005	$903,021
7	PIPR	Piper Sandler Companies	7,013	$507,320
8	SF	Stifel Financial Corp	6,466	$451,132

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,253,708	19,164	+25.3%	Shares	Sole	2026-08-07
2026-03-31	$871,815	15,295	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$1,055,777	15,359	-1.8%	Shares	Sole	2026-02-13
2025-09-30	$1,115,516	15,641	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$977,177	15,680	+8.3%	Shares	Sole	2025-08-07
2025-03-31	$845,169	14,482	+4.2%	Shares	Sole	2025-04-29
2024-12-31	$1,027,005	13,901	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$946,260	13,812	+1.3%	Shares	Sole	2024-11-06
2024-06-30	$775,570	13,640	+27.5%	Shares	Sole	2024-08-02
2024-03-31	$607,155	10,695	+2.5%	Shares	Sole	2024-05-10
2023-12-31	$585,828	10,437	-2.5%	Shares	Sole	2024-02-13
2023-09-30	$483,071	10,704	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$480,966	10,608	-15.9%	Shares	Sole	2023-08-07
2023-03-31	$485,112	12,620	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.