Position in HLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,984,295
-$577,780 QoQ
Shares Held
66,982
+0.6% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 514 holders
Holding Since
Sep 2024
8 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, 2026Aptus Capital Advisors, LLC holds $81,559,912 across 8 Capital Markets names. HLI ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
26,142 | $26,439,234 | |
| 2 | MS |
Morgan Stanley
|
106,948 | $22,356,409 | |
| 3 | SCHW |
Schwab Charles Corp
|
98,727 | $9,109,539 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
66,982 | $8,984,295 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
67,226 | $6,741,422 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
158,193 | $4,324,995 | |
| 7 | MARA |
MARA Holdings, Inc.
|
258,504 | $3,590,620 | |
| 8 | ABTC |
American Bitcoin Corp.
|
1,312 | $13,398 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,984,295 | 66,982 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,562,075 | 66,579 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $11,477,204 | 65,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,469,607 | 65,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,240,774 | 56,909 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,382,011 | 51,901 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,998,431 | 46,058 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,960,987 | 37,723 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||