Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,956,358
+$340,895 QoQ
Shares Held
22,041
+21.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#159
of 514 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. HLI ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,956,358 | 22,041 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,615,463 | 18,211 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,292,711 | 18,903 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,313,567 | 21,009 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,729,643 | 20,726 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $451,877 | 2,798 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $578,461 | 3,331 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $363,446 | 2,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $256,638 | 1,903 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $256,380 | 2,000 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||