Position in HLI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$134,934
+$8,836 QoQ
Shares Held
1,006
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#383
of 514 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. HLI ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
57,472 | $12,013,946 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,586 | $7,672,252 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
75,344 | $7,555,496 | |
| 4 | SCHW |
Schwab Charles Corp
|
37,553 | $3,465,015 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,615 | $736,593 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,071 | $615,459 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
9,639 | $481,757 | |
| 8 | EVR |
Evercore Inc.
|
986 | $336,659 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,934 | 1,006 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $126,098 | 878 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $173,319 | 995 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,240 | 985 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $142,700 | 793 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $132,268 | 819 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $124,514 | 717 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $106,031 | 671 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,173 | 550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $69,222 | 540 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $64,271 | 536 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $56,880 | 531 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $56,429 | 574 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $49,519 | 566 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $49,419 | 567 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $38,519 | 511 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,622 | 502 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $55,577 | 633 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $77,225 | 746 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $63,733 | 692 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $41,058 | 502 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $30,528 | 459 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $32,135 | 478 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $18,423 | 312 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $9,570 | 172 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,127 | 60 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||