Position in HLI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$402,423
-$299,040 QoQ
Shares Held
2,802
-30.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Ethic Inc. holds $139,116,739 across 18 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,488 | $52,073,418 | |
| 2 | MS |
Morgan Stanley
|
200,383 | $41,888,062 | |
| 3 | SCHW |
Schwab Charles Corp
|
204,339 | $18,854,359 | |
| 4 | NMR |
Nomura Holdings Inc
|
1,042,353 | $9,151,859 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
57,952 | $5,811,426 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
39,402 | $3,429,550 | |
| 7 | TW |
Tradeweb Markets Inc.
|
19,029 | $1,896,430 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
5,340 | $1,504,171 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,423 | 2,802 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $701,463 | 4,027 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $908,541 | 4,425 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $947,436 | 5,265 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $805,723 | 4,989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $831,136 | 4,786 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||