SEC 13F Intelligence

MONEYLION INC

CUSIP 60938K106

Moneylion Inc has 72 institutional holders in Filings Flow’s 13F database, together reporting 46.61M shares worth $24M as of Q4 2022. The largest reported holders are Stepstone Group LP, Macquarie Group Ltd, and Canaan Partners X LLC.

Institutional Holders
72
Q4 2022
Reported Value
$24M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 58Q4 ’21Q4 ’22: 72Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $356MQ4 ’21Q4 ’22: $24MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
StepStone Group LP$207M AUM1.78%$10M23.37MQ1 2023OLDER
AMERICAN FINANCIAL GROUP INC$270M AUM0.20%$6301.11MQ1 2023OLDER
Crystalline Management Inc.$112M AUM0.03%$47,78260.7KQ1 2023OLDER
Intellectus Partners, LLC$490M AUM0.03%$90,765159.9KQ1 2023OLDER
MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM0.02%$26,30446.3KQ1 2023OLDER
Endowment Wealth Management, Inc.$226M AUM0.02%$18,02831.8KQ1 2023OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$6M88.3KQ4 2023
IPG Investment Advisors LLC$582M AUM0.00%$9,08516.0KQ1 2023OLDER
Rothschild Wealth LLC$1.1B AUM0.00%$6,10610.8KQ1 2023OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM0.00%$3,9757.0KQ1 2023OLDER
Yakira Capital Management, Inc.$342M AUM0.00%$5,67810.0KQ1 2023OLDER
PEAK6 Investments LLC$44.8B AUM0.00%$284,891501.7KQ1 2023OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$6,82011.0KQ1 2023OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$246,195433.6KQ1 2023OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1221.5KQ1 2023OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$265,992468.5KQ1 2023OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$284499.3KQ1 2023OLDER
Balentine LLC$2.5B AUM0.00%$8,99815.8KQ1 2023OLDER
AMERICAN INTERNATIONAL GROUP, INC.$609M AUM0.00%$39,96870.4KQ1 2023OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$6,15410.8KQ1 2023OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$12,09521.3KQ1 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$1M2.46MQ1 2023OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$551,563971.4KQ1 2023OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$122215.0KQ1 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$645,0001.14MQ1 2023OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$32,06656.5KQ1 2023OLDER
Creative Planning$147.4B AUM0.00%$63,628112.1KQ1 2023OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$6,50111.4KQ1 2023OLDER
Spire Wealth Management$3.3B AUM0.00%$1,7033.0KQ1 2023OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$256,917452.5KQ1 2023OLDER
Nuveen Asset Management, LLC$354.1B AUM0.00%$144253.1KQ1 2023OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$19,87335.0KQ1 2023OLDER
SouthState Bank Corp$2.1B AUM0.00%$5681.0KQ1 2023OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$30,78954.2KQ1 2023OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$30,94654.5KQ1 2023OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$54,27695.6KQ1 2023OLDER
ProShare Advisors LLC$67.5B AUM0.00%$9,74717.2KQ1 2023OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2239.5KQ1 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$128,789226.8KQ1 2023OLDER
UBS Group AG$666.3B AUM0.00%$26,77747.1KQ1 2023OLDER
Invesco Ltd.$653.3B AUM0.00%$32,77857.7KQ1 2023OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$20,95236.9KQ1 2023OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$7,43613.1KQ1 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$37,67266.3KQ1 2023OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$12,98622.9KQ1 2023OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5,80610.2KQ1 2023OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8,89615.7KQ1 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$15,02426.5KQ1 2023OLDER
BARCLAYS PLC$416.3B AUM0.00%$5386Q2 2023OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$35.5KQ1 2023OLDER
Legal & General Group Plc$432.4B AUM0.00%$6,92412.2KQ1 2023OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$5671.0KQ1 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$70124Q1 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.