Creative Planning

Position in HLI — Houlihan Lokey, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,389,550

+$358,659 QoQ

Shares Held

47,637

+13.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#117

of 517 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $497,699,973 across 41 Capital Markets names. HLI ranks #15 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	149,075	$150,769,982
2	MS	Morgan Stanley	522,699	$109,264,998
3	SCHW	Schwab Charles Corp	746,571	$68,886,106
4	PIPR	Piper Sandler Companies	231,297	$16,732,024
5	HOOD	Robinhood Markets, Inc.	160,249	$16,069,768
6	MRX	Marex Group Ltd	220,288	$13,426,552
7	EVR	Evercore Inc.	31,231	$10,663,512
8	JEF	Jefferies Financial Group Inc.	189,341	$9,463,262

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,389,550	47,637	+13.4%	Shares	Defined	2026-08-13
2026-03-31	$6,030,891	41,992	+73.9%	Shares	Sole	2026-05-12
2025-12-31	$4,206,688	24,150	+30.6%	Shares	Sole	2026-02-17
2025-09-30	$3,795,955	18,488	+121.3%	Shares	Sole	2025-11-14
2025-06-30	$1,503,301	8,354	+12.1%	Shares	Defined	2025-08-08
2025-03-31	$1,203,982	7,455	+60.4%	Shares	Sole	2025-05-15
2024-12-31	$807,345	4,649	+30.4%	Shares	Defined	2025-02-14
2024-09-30	$563,183	3,564	-1.4%	Shares	Sole	2024-10-11
2024-06-30	$487,384	3,614	+10.7%	Shares	Sole	2024-08-15
2024-03-31	$418,412	3,264	+12.7%	Shares	Sole	2024-05-13
2023-12-31	$347,139	2,895	+5.5%	Shares	Sole	2024-02-14
2023-09-30	$293,830	2,743	-2.1%	Shares	Sole	2023-11-16
2023-06-30	$275,562	2,803	+18.4%	Shares	Sole	2023-07-21
2023-03-31	$207,176	2,368	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.