Position in HLI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,380,343
-$617,031 QoQ
Shares Held
25,202
-9.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 514 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $283,050,955 across 23 Capital Markets names. HLI ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,766 | $86,741,151 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
713,559 | $42,506,707 | |
| 3 | MS |
Morgan Stanley
|
194,020 | $40,557,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
433,940 | $34,281,220 | |
| 5 | SCHW |
Schwab Charles Corp
|
193,980 | $17,898,529 | |
| 6 | GOLD |
Gold.com, Inc.
|
267,580 | $11,134,003 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,495 | $8,473,156 | |
| 8 | MC |
Moelis & Co
|
100,128 | $6,550,373 |
All Filings in HLI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,380,343 | 25,202 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $3,997,374 | 27,833 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $4,973,671 | 24,224 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,183,116 | 23,246 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,990,657 | 18,518 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,308,222 | 19,050 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $2,276,909 | 14,409 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,556,958 | 11,545 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,364,069 | 10,641 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,160,248 | 9,676 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $846,782 | 7,905 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $751,186 | 7,641 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $647,425 | 7,400 | Shares | Other | 2023-04-05 | |
| 2022-09-30 | $497,357 | 6,598 | Shares | Other | 2022-11-04 | |
| 2022-03-31 | $1,442,202 | 16,426 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||