Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$345,518
-$66,384 QoQ
Shares Held
2,576
-10.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 514 holders
Holding Since
Dec 2021
9 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, 2026Snowden Capital Advisors LLC holds $51,948,527 across 12 Capital Markets names. HLI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
27,556 | $27,869,311 | |
| 2 | SCHW |
Schwab Charles Corp
|
144,587 | $13,341,042 | |
| 3 | MS |
Morgan Stanley
|
19,354 | $4,045,760 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
28,169 | $2,824,787 | |
| 5 | IREN |
IREN Ltd
|
21,007 | $960,650 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
51,640 | $687,328 | |
| 7 | SF |
Stifel Financial Corp
|
8,470 | $590,951 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,565 | $440,829 |
All Filings in HLI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,518 | 2,576 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $411,902 | 2,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $475,887 | 2,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $587,215 | 2,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $522,214 | 2,902 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $621,775 | 3,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $697,244 | 4,015 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $469,793 | 2,973 | Shares | Sole | 2024-11-14 | |
| 2021-12-31 | $48,033 | 464 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||