Cambridge Investment Research Advisors, Inc.
Position in HLI — Houlihan Lokey, Inc.
CIK 1419186
FAIRFIELD, IA
Position in HLI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$305,279
-$9,966 QoQ
Shares Held
2,276
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 514 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $135,351,376 across 35 Capital Markets names. HLI ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,937 | $47,470,673 | |
| 2 | MS |
Morgan Stanley
|
173,556 | $36,280,146 | |
| 3 | SCHW |
Schwab Charles Corp
|
161,254 | $14,878,906 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
96,528 | $9,679,827 | |
| 5 | IREN |
IREN Ltd
|
98,267 | $4,493,749 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
32,980 | $2,065,537 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
139,475 | $1,856,412 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
64,548 | $1,767,324 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,279 | 2,276 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $315,245 | 2,195 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $401,159 | 2,303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $469,772 | 2,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $652,138 | 3,624 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $583,499 | 3,613 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $273,861 | 1,577 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||