HANTZ FINANCIAL SERVICES, INC.

Position in HLI — Houlihan Lokey, Inc.

CIK 1071061 SOUTHFIELD, MI

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$402,524

-$3,160,257 QoQ

Shares Held

3,001

-87.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#306

of 517 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HANTZ FINANCIAL SERVICES, INC. holds $8,722,008 across 22 Capital Markets names. HLI ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	18,097	$3,782,996
2	IBKR	Interactive Brokers Group, Inc.	7,860	$684,134
3	EVR	Evercore Inc.	1,703	$581,472
4	NMR	Nomura Holdings Inc	57,831	$507,756
5	HOOD	Robinhood Markets, Inc.	4,868	$488,163
6	SCHW	Schwab Charles Corp	4,409	$406,818
7	HLI	Houlihan Lokey, Inc. This page	3,001	$402,524
8	MC	Moelis & Co	5,649	$369,557

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,524	3,001	-87.9%	Shares	Sole	2026-08-13
2026-03-31	$3,562,781	24,807	-17.5%	Shares	Sole	2026-05-01
2025-12-31	$5,237,196	30,066	-21.4%	Shares	Sole	2026-02-09
2025-09-30	$7,857,801	38,271	-16.3%	Shares	Sole	2025-11-05
2025-06-30	$8,228,213	45,725	-11.3%	Shares	Sole	2025-08-04
2025-03-31	$8,326,132	51,555	+2025.1%	Shares	Sole	2025-05-12
2024-12-31	$421,299	2,426	-25.0%	Shares	Sole	2025-01-23
2024-09-30	$511,036	3,234	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$439,373	3,258	-3.1%	Shares	Sole	2024-07-30
2024-03-31	$431,102	3,363	-23.1%	Shares	Sole	2024-08-06
2023-12-31	$524,726	4,376	+0.6%	Shares	Sole	2024-08-06
2023-09-30	$465,972	4,350	+25.8%	Shares	Sole	2024-08-06
2023-06-30	$340,054	3,459	+12.9%	Shares	Sole	2024-08-06
2023-03-31	$268,156	3,065	+34.1%	Shares	Sole	2024-08-06
2022-12-31	$199,160	2,285	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.