Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$421,436
+$130,032 QoQ
Shares Held
3,142
+54.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 514 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. HLI ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
445,166 | $93,057,500 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
56,373 | $5,653,084 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,595 | $4,647,245 | |
| 4 | EVR |
Evercore Inc.
|
9,205 | $3,142,955 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
54,210 | $2,709,415 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6,591 | $1,856,552 | |
| 7 | SF |
Stifel Financial Corp
|
22,928 | $1,599,686 | |
| 8 | IREN |
IREN Ltd
|
34,515 | $1,578,370 |
All Filings in HLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,436 | 3,142 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $291,404 | 2,029 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||