Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,445,838
-$2,080,671 QoQ
Shares Held
152,433
-2.8% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. HLI ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
92,497 | $26,054,554 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,445,838 | 152,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,526,509 | 156,848 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,407,577 | 157,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,918,841 | 155,459 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,456,915 | 163,695 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,219,363 | 162,349 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $28,834,159 | 166,038 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $25,832,951 | 163,479 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,288,581 | 165,272 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $21,696,670 | 169,254 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,502,261 | 179,320 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,112,235 | 94,401 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,976,990 | 101,485 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,995,809 | 102,821 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,750,341 | 100,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,287,436 | 96,676 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,565,002 | 83,175 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,941,380 | 79,059 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,781,291 | 84,827 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,078,643 | 87,716 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,747,511 | 82,498 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,252,959 | 78,980 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,989,991 | 89,097 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,848,182 | 82,103 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,114,578 | 73,950 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,914,446 | 55,918 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||