Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$137,214
-$47,624 QoQ
Shares Held
1,023
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#385
of 517 holders
Holding Since
Mar 2020
19 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, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. HLI ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,214 | 1,023 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $184,838 | 1,287 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $295,077 | 1,694 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $333,029 | 1,622 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $302,675 | 1,682 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $270,997 | 1,678 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $174,528 | 1,005 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $153,121 | 969 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $640 | 5 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $1,071 | 10 | Shares | Sole | 2023-10-12 | |
| 2022-09-30 | $527 | 7 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $552 | 7 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $614 | 7 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,775 | 47 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,615 | 47 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,717 | 244 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||