Position in HLI
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$391,927
+$25,409 QoQ
Shares Held
2,922
+14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#307
of 517 holders
Holding Since
Mar 2024
10 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, 2026Rehmann Capital Advisory Group holds $7,353,752 across 7 Capital Markets names. HLI ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,600 | $3,640,932 | |
| 2 | MS |
Morgan Stanley
|
7,648 | $1,598,737 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,481 | $598,001 | |
| 4 | SF |
Stifel Financial Corp
|
8,349 | $582,509 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
2,922 | $391,927 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,658 | $318,392 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,826 | $223,254 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,927 | 2,922 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $366,518 | 2,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $325,386 | 1,868 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $389,286 | 1,896 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $305,375 | 1,697 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $238,535 | 1,477 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $298,695 | 1,720 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $266,895 | 1,689 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $231,150 | 1,714 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $213,949 | 1,669 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||