Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$630,059
+$93,005 QoQ
Shares Held
9,631
+2.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#208
of 391 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advyzon Investment Management, LLC holds $6,529,454 across 7 Capital Markets names. MC ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,219 | $1,927,139 | |
| 2 | SCHW |
Schwab Charles Corp
|
18,436 | $1,701,088 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 4 | GS |
Goldman Sachs Group Inc
|
806 | $815,163 | |
| 5 | MC |
Moelis & Co
This page
|
9,631 | $630,059 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,584 | $359,402 | |
| 7 | IREN |
IREN Ltd
|
5,390 | $246,484 |
All Filings in MC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,059 | 9,631 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $537,054 | 9,422 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $554,456 | 8,066 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||