Position in HGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,996
-$867 QoQ
Shares Held
5,782
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 36 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. HGBL ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in HGBL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,996 | 5,782 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,863 | 5,782 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,169 | 5,782 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,654 | 5,816 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,836 | 5,782 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $13,485 | 6,186 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $27,011 | 14,601 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $707 | 416 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,772 | 721 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $1,098 | 416 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $650 | 234 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $648 | 208 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,374 | 380 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $488 | 208 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $707 | 440 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $312 | 208 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $280 | 208 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $388 | 208 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $6,092 | 2,408 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $592 | 208 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $553 | 208 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||