Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$344,040
-$61,250 QoQ
Shares Held
2,565
-9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 151 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. HLI ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in HLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,040 | 2,565 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $405,290 | 2,822 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $431,636 | 2,478 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $518,841 | 2,527 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $431,698 | 2,399 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $330,750 | 2,048 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $305,290 | 1,758 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $228,178 | 1,444 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $217,122 | 1,610 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $171,515 | 1,338 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $136,575 | 1,139 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $108,831 | 1,016 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $82,874 | 843 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,363 | 1,010 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $86,462 | 992 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,171 | 188 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,893 | 100 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,780 | 100 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||