Position in HLI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$446,384
+$70,387 QoQ
Shares Held
3,328
+27.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#297
of 517 holders
Holding Since
Dec 2024
6 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, 2026Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. HLI ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
153,522 | $155,267,545 | |
| 2 | MS |
Morgan Stanley
|
280,037 | $58,538,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
327,673 | $30,234,387 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
182,934 | $9,143,041 | |
| 5 | TW |
Tradeweb Markets Inc.
|
77,150 | $7,688,769 | |
| 6 | EVR |
Evercore Inc.
|
21,658 | $7,394,907 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
35,742 | $3,584,207 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,304 | $1,245,020 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,384 | 3,328 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $375,997 | 2,618 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $994,102 | 5,707 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,512,181 | 7,365 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $882,654 | 4,905 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $201,619 | 1,161 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||