Farther Finance Advisors, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in HLI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$34,069

-$8,586 QoQ

Shares Held

254

-14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#406

of 514 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. HLI ranks #29 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,716	$11,849,210
2	SCHW	Schwab Charles Corp	76,446	$7,053,672
3	MS	Morgan Stanley	30,785	$6,435,296
4	HOOD	Robinhood Markets, Inc.	31,675	$3,176,369
5	IREN	IREN Ltd	64,882	$2,967,053
6	IBKR	Interactive Brokers Group, Inc.	10,562	$919,316
7	LPLA	LPL Financial Holdings Inc.	2,597	$731,522
8	PIPR	Piper Sandler Companies	8,436	$610,260

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,069	254	-14.5%	Shares	Sole	2026-07-17
2026-03-31	$42,655	297	-17.5%	Shares	Sole	2026-04-07
2025-12-31	$62,708	360	-22.9%	Shares	Sole	2026-01-23
2025-09-30	$95,884	467	+16.5%	Shares	Sole	2025-10-14
2025-06-30	$72,159	401	+1.8%	Shares	Sole	2025-07-11
2025-03-31	$63,631	394	-59.9%	Shares	Sole	2025-04-14
2024-12-31	$170,534	982	+20.3%	Shares	Sole	2025-02-10
2024-09-30	$128,944	816	+3.8%	Shares	Sole	2024-10-29
2024-06-30	$105,999	786	+388.2%	Shares	Sole	2024-07-31
2024-03-31	$20,638	161	+87.2%	Shares	Sole	2024-05-14
2023-12-31	$10,312	86	-23.9%	Shares	Sole	2024-02-15
2023-09-30	$12,104	113	-42.1%	Shares	Sole	2023-11-14
2023-06-30	$19,170	195	0.0%	Shares	Sole	2024-05-14
2023-03-31	$17,060	195	+20.4%	Shares	Sole	2024-05-14
2022-12-31	$14,119	162	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.