Position in MC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$946,104
-$1,235,909 QoQ
Shares Held
14,462
-54.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 391 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. MC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
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|
14,462 | $946,104 |
All Filings in MC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,104 | 14,462 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,182,013 | 31,743 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,064,785 | 28,951 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,578,254 | 25,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,167,316 | 20,002 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,128,738 | 15,278 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,559,191 | 37,355 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,703,749 | 47,551 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,669,045 | 64,630 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||