Position in HLI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$11,937
-$701 QoQ
Shares Held
89
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 514 holders
Holding Since
Mar 2026
2 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, 2026CX Institutional holds $39,632,272 across 18 Capital Markets names. HLI ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
131,640 | $12,146,422 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,361 | $11,490,174 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
56,042 | $4,877,895 | |
| 4 | EVR |
Evercore Inc.
|
11,612 | $3,964,801 | |
| 5 | LAZ |
Lazard, Inc.
|
83,677 | $3,509,413 | |
| 6 | MS |
Morgan Stanley
|
7,892 | $1,649,743 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,319 | $633,669 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
13,276 | $363,496 |
All Filings in HLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,937 | 89 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $12,638 | 88 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||