Position in HLI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$322,426
-$67,933 QoQ
Shares Held
2,245
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Private Advisor Group, LLC holds $74,709,716 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,816 | $25,098,157 | |
| 2 | MS |
Morgan Stanley
|
69,779 | $14,586,602 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
109,333 | $10,963,913 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,000 | $7,887,040 | |
| 5 | SCHW |
Schwab Charles Corp
|
62,141 | $5,733,750 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
225,659 | $3,003,521 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
19,273 | $1,677,521 | |
| 8 | PWP |
Perella Weinberg Partners
|
72,315 | $1,154,147 |
All Filings in HLI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,426 | 2,245 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $390,359 | 2,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $498,106 | 2,426 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,160 | 2,396 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $727,234 | 4,503 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $983,610 | 5,664 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $589,414 | 3,730 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $412,941 | 3,062 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $409,695 | 3,196 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $383,472 | 3,198 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $331,643 | 3,096 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $302,598 | 3,078 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $258,620 | 2,956 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $257,034 | 2,949 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $209,782 | 2,783 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $218,951 | 2,774 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $243,820 | 2,777 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $856,524 | 8,274 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $595,150 | 6,462 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $253,549 | 3,100 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||