Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$371,806
+$137,175 QoQ
Shares Held
2,772
+105.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#309
of 514 holders
Holding Since
Jun 2025
4 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, 2026Merit Financial Group, LLC holds $66,761,336 across 25 Capital Markets names. HLI ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,097 | $22,348,237 | |
| 2 | MS |
Morgan Stanley
|
106,437 | $22,249,586 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,252 | $6,482,146 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,028 | $2,509,803 | |
| 5 | EVR |
Evercore Inc.
|
7,157 | $2,443,683 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,494 | $1,773,987 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
4,730 | $1,332,343 | |
| 8 | TW |
Tradeweb Markets Inc.
|
10,366 | $1,033,073 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,806 | 2,772 | Shares | Other | 2026-07-20 | |
| 2025-12-31 | $234,631 | 1,347 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $433,839 | 2,113 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $422,522 | 2,348 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||