Vault-13

MOELIS & CO MC

CL A · Common Stock · CUSIP 60786M105

Global independent investment bank

399 institutional holders +2 vs Q3 2025
77,142,69977.1m shares reported held*
$5.3bnreported value*
42 new 150 added 148 reduced 50 sold out net sold ≈ $67.0m (-977.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.80. Options: 4 managers hold calls ($8.5m notional), 3 hold puts ($893.4k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 245Q4 22: 240Q1 23: 245Q2 23: 259Q3 23: 268Q4 23: 280Q1 24: 308Q2 24: 294Q3 24: 334Q4 24: 351Q1 25: 381Q2 25: 377Q3 25: 397Q4 25: 399399Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022245
Q4 2022240
Q1 2023245
Q2 2023259
Q3 2023268
Q4 2023280
Q1 2024308
Q2 2024294
Q3 2024334
Q4 2024351
Q1 2025381
Q2 2025377
Q3 2025397
Q4 2025399

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 24: 146 bought or addedQ1 24: 140 cut or sold outQ2 24: 142 bought or addedQ2 24: 136 cut or sold outQ2 24Q3 24: 173 bought or addedQ3 24: 126 cut or sold outQ4 24: 162 bought or addedQ4 24: 159 cut or sold outQ4 24Q1 25: 229 bought or addedQ1 25: 139 cut or sold outQ2 25: 216 bought or addedQ2 25: 175 cut or sold outQ2 25Q3 25: 226 bought or addedQ3 25: 152 cut or sold outQ4 25: 192 bought or addedQ4 25: 198 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024146140
Q2 2024142136
Q3 2024173126
Q4 2024162159
Q1 2025229139
Q2 2025216175
Q3 2025226152
Q4 2025192198

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ1 25 calls: $4.2mQ1 25 puts: $758.7kQ1 25P/C 0.18Q2 25 calls: $5.0mQ2 25 puts: $573.2kQ2 25P/C 0.11Q3 25 calls: $9.3mQ3 25 puts: $6.8mQ3 25P/C 0.73Q4 25 calls: $8.5mQ4 25 puts: $893.4kQ4 25P/C 0.11
Numbers
QuarterCallsPutsP/C
Q1 2025$4.2m$758.7k0.18
Q2 2025$5.0m$573.2k0.11
Q3 2025$9.3m$6.8m0.73
Q4 2025$8.5m$893.4k0.11

Biggest buyers

Balyasny Asset Management L.P. New +885,321+885.3k
AMERIPRISE FINANCIAL INC Added +406,265+406.3k
Freestone Grove Partners LP New +345,769+345.8k
ADAGE CAPITAL PARTNERS GP, L.L.C. New +239,900+239.9k
Channing Capital Management, LLC New +233,532+233.5k
EMERALD ADVISERS, LLC Added +164,097+164.1k
Assenagon Asset Management S.A. Added +159,779+159.8k
CITADEL ADVISORS LLC Added +138,944+138.9k
D. E. Shaw & Co., Inc. New +134,411+134.4k
HighTower Advisors, LLC Added +129,368+129.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -899,663-899.7k
Heard Capital LLC Reduced -531,570-531.6k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -423,660-423.7k
LORD, ABBETT & CO. LLC Reduced -346,290-346.3k
ROYAL BANK OF CANADA Reduced -252,914-252.9k
Bank of New York Mellon Corp Reduced -231,174-231.2k
Azora Capital LP Sold out -223,470-223.5k
VANGUARD GROUP INC Reduced -223,422-223.4k
JANUS HENDERSON GROUP PLC Reduced -210,754-210.8k
LONDON CO OF VIRGINIA Reduced -203,899-203.9k

Biggest calls

JANE STREET GROUP, LLC Added $3.8m55.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.6m37.3k shares
CITADEL ADVISORS LLC Added $2.0m28.7k shares
SIMPLEX TRADING, LLC Reduced $144.4k2.1k shares

Biggest puts

CITADEL ADVISORS LLC Added $680.5k9.9k shares
HRT FINANCIAL LP New $206.0k3.0k shares
GROUP ONE TRADING LLC Unchanged $6.9k100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -1.2 pts · filed 2026-05-14 7.9% -1.2 pts 5.8m≈ $378.0m 2026-05-14
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.4% new 4.7m≈ $307.0m 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 3.9m≈ $253.9m 2026-04-30

Fell to 5% or below in the last year: WASATCH ADVISORS LP (4.4%, 2026-07-16), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), LONDON CO OF VIRGINIA (4.1%, 2026-02-17)

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q1 24: 0 buyingQ1 24: 8 sellingQ2 24: 0 buyingQ2 24: 2 sellingQ2 24Q3 24: 0 buyingQ3 24: 4 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 9 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25Q3 25: 0 buyingQ3 25: 2 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—8$34.1m—
Q2 20240—2$6.6m—
Q3 20240—4$8.0m—
Q4 20240—1$70.8k—
Q1 20250—9$4.7m—
Q2 20250—0——
Q3 20250—2$650.2k—
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 8,809,8088.8m $605.6m $605.6m 0.01% Reduced -10.9k -10,853
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,509,0138.5m $584.9m $584.9m 0.01% Reduced -223.4k -223,422
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.11% of their portfolio LOS ANGELES, CA 6,033,7556.0m $414.8m $414.8m 1.11% Reduced -423.7k -423,660
4 WASATCH ADVISORS LP 1.40% of their portfolio SALT LAKE CITY, UT 3,432,6233.4m $236.0m $236.0m 1.40% Added +128.4k +128,443
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 3,194,4793.2m $219.6m $219.6m 0.03% Added +66.7k +66,697
6 LONDON CO OF VIRGINIA 1.21% of their portfolio RICHMOND, VA 3,061,9793.1m $210.5m $210.5m 1.21% Reduced -203.9k -203,899
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,856,3792.9m $196.3m $196.3m 0.01% Reduced -29.8k -29,779
8 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,678,1682.7m $184.1m $184.1m 0.04% Added +406.3k +406,265
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,085,5862.1m $143.4m $143.4m 0.01% Added +1.2k +1,164
10 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,876,5781.9m $129.0m $129.0m 0.02% Added +89.5k +89,471
11 TIMUCUAN ASSET MANAGEMENT INC/FL 3.14% of their portfolio JACKSONVILLE, FL 1,405,7961.4m $96.6m $96.6m 3.14% Reduced -15.9k -15,919
12 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,385,6921.4m $95.3m $95.3m 0.10% Added +129.4k +129,368
13 Madison Asset Management, LLC 0.96% of their portfolio MADISON, WI 1,218,1781.2m $83.7m $83.7m 0.96% Reduced -66.1k -66,083
14 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,216,6441.2m $83.6m $83.6m 0.02% Added +105.2k +105,185
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,025,8931.0m $70.5m $70.5m 0.00% Reduced -899.7k -899,663
16 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 1,019,8321.0m $70.1m $70.1m 0.10% Added +101.0k +100,956
17 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,004,8241.0m $69.1m $69.1m 0.01% Reduced -231.2k -231,174
18 Heard Capital LLC 3.17% of their portfolio Chicago, IL 981,510981.5k $67.5m $67.5m 3.17% Reduced -531.6k -531,570
19 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 940,910940.9k $64.7m $64.7m 0.01% Added +16.4k +16,396
20 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 935,531935.5k $64.3m $64.3m 0.04% Added +37.5k +37,475
21 Balyasny Asset Management L.P. 0.11% of their portfolio Chicago, IL 885,321885.3k $60.9m $60.9m 0.11% New
22 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 825,722825.7k $56.8m $56.8m 0.01% Added +74.3k +74,270
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 813,212813.2k $55.9m $55.9m 0.00% Reduced -24.0k -24,036
24 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 786,698786.7k $54.1m $54.1m 0.01% Reduced -75.5k -75,482
25 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 719,000719.0k $49.4m $49.4m 0.01% Unchanged
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 687,700687.7k $47.3m $47.3m 0.00% Reduced -84.7k -84,699
27 UBS Group AG 0.01% of their portfolio ZURICH, V8 624,407624.4k $42.9m $42.9m 0.01% Reduced -57.3k -57,261
28 NORGES BANK 0.00% of their portfolio OSLO, Q8 624,365624.4k $42.9m $42.9m 0.00% Not comparable
29 EMERALD ADVISERS, LLC 1.30% of their portfolio LEOLA, PA 615,594615.6k $42.3m $42.3m 1.30% Added +164.1k +164,097
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 571,167571.2k $39.3m $39.3m 0.03% Added +29.5k +29,468
31 BAMCO INC /NY/ 0.10% of their portfolio NEW YORK, NY 513,197513.2k $35.3m $35.3m 0.10% Reduced -12.6k -12,581
32 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 468,549468.5k $32.2m $32.2m 0.03% Reduced -97.2k -97,178
33 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 456,892456.9k $31.4m $31.4m 0.01% Reduced -34.6k -34,578
34 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 453,972454.0k $31.2m $31.2m 0.01% Reduced -252.9k -252,914
35 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 435,801435.8k $30.0m $30.0m 0.01% Reduced -1.3k -1,344
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 381,458381.5k $29.2m $29.2m 0.04% Added +26.8k +26,800
37 Tributary Capital Management, LLC 2.50% of their portfolio OMAHA, NE 369,765369.8k $25.4m $25.4m 2.50% Reduced -27.0k -27,035
38 EMERALD MUTUAL FUND ADVISERS TRUST 1.22% of their portfolio LEOLA, PA 363,523363.5k $25.0m $25.0m 1.22% Added +90.2k +90,172
39 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 353,873353.9k $24.3m $24.3m 0.01% Reduced -4.8k -4,822
40 LORD, ABBETT & CO. LLC 0.07% of their portfolio JERSEY CITY, NJ 348,439348.4k $24.0m $24.0m 0.07% Reduced -346.3k -346,290
41 Freestone Grove Partners LP 0.17% of their portfolio San Francisco, CA 345,769345.8k $23.8m $23.8m 0.17% New
42 Artisan Partners Limited Partnership 0.04% of their portfolio Milwaukee, WI 343,997344.0k $23.6m $23.6m 0.04% Reduced -63.9k -63,897
43 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 340,863340.9k $23.4m $23.4m 0.01% Reduced -48.9k -48,876
44 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 333,322333.3k $22.9m $22.9m 0.02% Added +7.9k +7,866
45 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 321,800321.8k $22.1m $22.1m 0.01% Added +128.6k +128,600
46 CAPITAL MANAGEMENT CORP /VA 3.48% of their portfolio GLEN ALLEN, VA 308,624308.6k $21.2m $21.2m 3.48% Added +80.3k +80,297
47 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 295,944295.9k $20.3m $20.3m 0.03% Reduced -73.5k -73,500
48 AXIOM INVESTORS LLC /DE 0.16% of their portfolio GREENWICH, CT 261,097261.1k $17.9m $17.9m 0.16% Reduced -51.7k -51,673
49 Public Sector Pension Investment Board 0.06% of their portfolio MONTREAL, A8 256,092256.1k $17.6m $17.6m 0.06% Reduced -33.3k -33,279
50 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 252,886252.9k $17.4m $17.4m 0.01% Reduced -6.6k -6,553
51 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 239,900239.9k $16.5m $16.5m 0.02% New
52 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 234,196234.2k $16.1m $16.1m 0.01% Added +47.1k +47,148
53 Channing Capital Management, LLC 0.41% of their portfolio Chicago, IL 233,532233.5k $16.1m $16.1m 0.41% New
54 CRAMER ROSENTHAL MCGLYNN LLC 0.98% of their portfolio STAMFORD, CT 221,463221.5k $15.2m $15.2m 0.98% Reduced -19.3k -19,333
55 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 213,598213.6k $14.7m $14.7m 0.00% Reduced -101.9k -101,937
56 TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio STAMFORD, CT 207,885207.9k $14.3m $14.3m 0.08% Added +127.7k +127,712
57 Legal & General Group Plc 0.00% of their portfolio London, X0 199,662199.7k $13.7m $13.7m 0.00% Reduced -13.3k -13,340
58 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 198,191198.2k $13.6m $13.6m 0.01% Reduced -12.6k -12,609
59 Cander Asset Management LP 2.50% of their portfolio NEW YORK, NY 196,678196.7k $13.5m $13.5m 2.50% First filing
60 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 193,390193.4k $13.3m $13.3m 0.00% Reduced -16.0k -15,981
61 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 188,210188.2k $12.9m $12.9m 0.01% Added +138.9k +138,944
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 187,807187.8k $12.9m $12.9m 0.00% Added +50.1k +50,123
63 Assenagon Asset Management S.A. 0.02% of their portfolio SENNINGERBERG, N4 182,147182.1k $12.5m $12.5m 0.02% Added +159.8k +159,779
64 WINSLOW ASSET MANAGEMENT INC 2.14% of their portfolio BEACHWOOD, OH 169,019169.0k $11.6m $11.6m 2.14% Added +341 +341
65 ROYCE & ASSOCIATES LP 0.11% of their portfolio New York, NY 163,661163.7k $11.3m $11.3m 0.11% Added +51.6k +51,650
66 Susquehanna Portfolio Strategies, LLC 0.16% of their portfolio Bala Cynwyd, PA 151,452151.5k $10.4m $10.4m 0.16% Reduced -7.1k -7,104
67 Swiss National Bank 0.01% of their portfolio ZURICH, V8 146,400146.4k $10.1m $10.1m 0.01% Added +2.6k +2,600
68 Pier Capital, LLC 1.55% of their portfolio STAMFORD, CT 141,352141.4k $9.7m $9.7m 1.55% Reduced -1.2k -1,208
69 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 134,411134.4k $9.2m $9.2m 0.01% New
70 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 133,466133.5k $9.2m $9.2m 0.01% Reduced -4.8k -4,758
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 130,959131.0k $9.0m $9.0m 0.00% Added +9.8k +9,832
72 FMR LLC 0.00% of their portfolio BOSTON, MA 122,640122.6k $8.4m $8.4m 0.00% Reduced -18.6k -18,615
73 Longaeva Partners L.P. 0.90% of their portfolio Chicago, IL 110,660110.7k $7.6m $7.6m 0.90% New
74 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 108,983109.0k $7.5m $7.5m 0.01% Added +35.1k +35,073
75 LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 105,801105.8k $6.8m $6.8m 0.02% Reduced -860 -860
76 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 97,72097.7k $6.7m $6.7m 0.04% Reduced -100.9k -100,880
77 DIVERSIFY WEALTH MANAGEMENT, LLC 0.33% of their portfolio SANDY, UT 94,93094.9k $7.0m $7.0m 0.33% Added +1.2k +1,166
78 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 89,08189.1k $6.1m $6.1m 0.00% Reduced -1.5k -1,472
79 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 88,67588.7k $6.1m $6.1m 0.00% Reduced -2.7k -2,676
80 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 87,84287.8k $6.0m $6.0m 0.00% Added +2.1k +2,113
81 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 87,66687.7k $6.0m $6.0m 0.00% Added +56.0k +55,957
82 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 86,23486.2k $5.9m $5.9m 0.01% Added +9.6k +9,636
83 Blue Zone Wealth Advisors, LLC 1.09% of their portfolio LOS ANGELES, CA 82,54082.5k $5.7m $5.7m 1.09% Added +924 +924
84 ALPS ADVISORS INC 0.03% of their portfolio Denver, CO 80,73880.7k $5.5m $5.5m 0.03% Reduced -4.9k -4,860
85 Callan Family Office, LLC 0.12% of their portfolio RADNOR, PA 80,64680.6k $5.5m $5.5m 0.12% Reduced -1.3k -1,255
86 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 79,30179.3k $5.5m $5.5m 0.01% Reduced -550 -550
87 Palisades Investment Partners, LLC 2.02% of their portfolio SANTA MONICA, CA 77,94077.9k $5.4m $5.4m 2.02% Added +1.6k +1,603
88 Empowered Funds, LLC 0.09% of their portfolio NEWTOWN SQUARE, PA 76,05476.1k $5.2m $5.2m 0.09% Added +10.6k +10,635
89 Holocene Advisors, LP 0.01% of their portfolio New York, NY 73,19373.2k $5.0m $5.0m 0.01% New
90 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 72,83672.8k $5.0m $5.0m 0.01% Added +45.0k +45,050
91 EFG International AG 0.09% of their portfolio Zurich, V8 71,00071.0k $4.9m $4.9m 0.09% First filing
92 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 70,72070.7k $5.0m $5.0m 0.01% Reduced -29.2k -29,152
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 70,47670.5k $4.8m $4.8m 0.00% Added +1.3k +1,317
94 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 66,89866.9k $4.6m $4.6m 0.01% Reduced -2.3k -2,283
95 BW Gestao de Investimentos Ltda. 0.16% of their portfolio SAO PAULO, D5 64,00064.0k $4.4m $4.4m 0.16% New
96 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 63,00363.0k $4.3m $4.3m 0.00% Added +330 +330
97 B. Metzler seel. Sohn & Co. AG 0.04% of their portfolio FRANKFURT, 2M 62,57462.6k $4.3m $4.3m 0.04% Added +13.6k +13,585
98 New Age Alpha Advisors, LLC 0.18% of their portfolio RYE, NY 60,90860.9k $4.2m $4.2m 0.18% Added +59.1k +59,105
99 Vestmark Advisory Solutions, Inc. 0.05% of their portfolio Wakefield, MA 55,10655.1k $3.8m $3.8m 0.05% Added +949 +949
100 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 52,99153.0k $3.6m $3.6m 0.02% Added +1.6k +1,597