First Command Advisory Services, Inc.
Position in HLI — Houlihan Lokey, Inc.
CIK 1727336
FORT WORTH, TX
Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,609
-$114 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 514 holders
Holding Since
Dec 2025
3 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, 2026First Command Advisory Services, Inc. holds $1,079,954 across 9 Capital Markets names. HLI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
586 | $592,662 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,742 | $174,687 | |
| 3 | MS |
Morgan Stanley
|
579 | $121,033 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,159 | $106,940 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
368 | $32,030 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
85 | $23,942 | |
| 7 | SNEX |
StoneX Group Inc.
|
258 | $20,382 | |
| 8 | SF |
Stifel Financial Corp
|
334 | $6,669 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609 | 12 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,723 | 12 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,090 | 12 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||