Global Retirement Partners, LLC
PensionPosition in HLI — Houlihan Lokey, Inc.
CIK 1749744
San Rafael, CA
Position in HLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$183,221
-$120,043 QoQ
Shares Held
1,366
-21.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 517 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. HLI ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in HLI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,221 | 1,366 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $303,264 | 1,741 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $289,911 | 1,412 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $219,718 | 1,221 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $130,765 | 753 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $123,887 | 784 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $135,129 | 1,002 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $64,864 | 506 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $64,871 | 541 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $80,661 | 753 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $63,311 | 644 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $55,731 | 637 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $45,497 | 522 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,348 | 522 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $41,201 | 522 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $45,831 | 522 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $14,078 | 136 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,262 | 144 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,506 | 104 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,917 | 104 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,991 | 104 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,141 | 104 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,786 | 104 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,420 | 104 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||