Position in HGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$216,871
-$61,307 QoQ
Shares Held
179,234
-12.4% QoQ
Ownership
0.517%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 36 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 70%
Shared 30%
None 0%
Common Shares in HGBL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. HGBL ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in HGBL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,871 | 179,234 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $278,178 | 204,544 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $259,917 | 209,612 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $452,044 | 272,317 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $651,972 | 293,682 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $523,724 | 240,241 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $444,444 | 240,241 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $573,897 | 337,588 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,106,664 | 449,864 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,062,569 | 402,489 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,101,334 | 396,164 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $862,791 | 276,536 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $549,500 | 151,796 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $112,517 | 47,880 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,864 | 26,003 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,004 | 26,003 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,104 | 26,003 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,625 | 26,003 | Shares | Defined | 2022-02-09 | |
| 2021-06-30 | $62,035 | 24,520 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||