Position in HLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,153,115
-$1,061,792 QoQ
Shares Held
8,597
-44.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#224
of 514 holders
Holding Since
Jun 2021
21 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. HLI ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in HLI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,115 | 8,597 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,214,907 | 15,422 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,422,833 | 19,650 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,015,443 | 19,557 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,561,030 | 19,789 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,815,752 | 17,435 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,464,343 | 19,949 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,554,975 | 22,497 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,924,843 | 21,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,640,585 | 20,599 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,587,537 | 21,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,950,869 | 18,212 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,317,157 | 13,398 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,221,797 | 13,965 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,343,571 | 15,415 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,052,606 | 13,964 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,154,035 | 14,621 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,314,541 | 14,972 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,413,048 | 13,650 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,400,564 | 15,207 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,306,268 | 15,971 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||