Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$125,813
+$18,529 QoQ
Shares Held
938
+25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. HLI ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,813 | 938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $107,284 | 747 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $105,384 | 605 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $135,305 | 659 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $103,291 | 574 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $104,006 | 644 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $60,260 | 347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $51,356 | 325 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $40,323 | 299 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $35,124 | 274 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,176 | 260 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $27,315 | 255 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $24,380 | 248 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $27,471 | 314 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,891 | 320 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $24,196 | 321 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,338 | 207 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $28,271 | 322 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $32,091 | 310 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $23,946 | 260 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $17,339 | 212 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,900 | 209 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,353 | 35 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,042 | 187 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,565 | 118 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,690 | 90 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||