Position in HLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,276,560
+$254,499 QoQ
Shares Held
69,161
+10.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. HLI ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,276,560 | 69,161 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $9,022,061 | 62,819 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $13,000,318 | 74,633 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,744,847 | 71,814 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $22,765,288 | 126,509 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,777,424 | 103,885 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,667,387 | 78,702 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,517,553 | 79,215 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,709,499 | 79,412 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $10,227,637 | 79,785 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $9,614,741 | 80,183 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $8,897,599 | 83,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,099,975 | 102,736 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $9,573,940 | 109,429 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $12,913,973 | 148,164 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $12,127,057 | 160,879 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $17,169,560 | 217,529 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $14,038,691 | 159,894 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $10,615,869 | 102,549 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,052,762 | 87,435 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $8,562,429 | 104,688 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $6,033,786 | 90,720 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $7,317,245 | 108,839 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,449,250 | 92,282 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,364,417 | 96,413 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $3,867,511 | 74,204 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||