Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$385,757
-$86,643 QoQ
Shares Held
2,876
-64.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#305
of 514 holders
Holding Since
Mar 2020
3 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. HLI ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,953 | $10,066,165 | |
| 2 | MS |
Morgan Stanley
|
17,293 | $3,614,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,820 | $1,275,171 | |
| 4 | WULF |
Terawulf Inc.
|
51,522 | $1,272,593 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,858 | $771,000 | |
| 6 | IREN |
IREN Ltd
|
15,729 | $719,287 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,553 | $657,134 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
7,891 | $494,213 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,757 | 2,876 | Shares | Sole | 2026-07-20 | |
| 2020-09-30 | $472,400 | 8,000 | Shares | Sole | 2020-10-16 | |
| 2020-03-31 | $573,320 | 11,000 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||