Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$529,947
-$37,495 QoQ
Shares Held
3,951
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 514 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SECURIAN ASSET MANAGEMENT, INC holds $24,651,161 across 9 Capital Markets names. HLI ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,839 | $7,928,129 | |
| 2 | MS |
Morgan Stanley
|
31,854 | $6,658,760 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,441 | $4,008,301 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,056 | $2,111,495 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,865 | $1,032,729 | |
| 6 | EVR |
Evercore Inc.
|
2,891 | $987,103 | |
| 7 | SF |
Stifel Financial Corp
|
11,350 | $791,889 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
12,061 | $602,808 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,947 | 3,951 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $567,442 | 3,951 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $688,224 | 3,951 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $831,751 | 4,051 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $746,972 | 4,151 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $670,386 | 4,151 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $703,496 | 4,051 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $656,731 | 4,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $560,478 | 4,156 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $545,576 | 4,256 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $522,327 | 4,356 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||