Smartleaf Asset Management LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 2010393 BOSTON, MA

Position in HLI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$146,067

-$10,335 QoQ

Shares Held

1,089

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#380

of 514 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $15,630,688 across 35 Capital Markets names. HLI ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,204	$6,274,539
2	MS	Morgan Stanley	22,195	$4,639,642
3	SCHW	Schwab Charles Corp	23,257	$2,145,923
4	HOOD	Robinhood Markets, Inc.	6,493	$651,118
5	NMR	Nomura Holdings Inc	50,782	$445,865
6	PIPR	Piper Sandler Companies	2,425	$175,424
7	RIOT	Riot Platforms, Inc.	5,875	$160,857
8	HLI	Houlihan Lokey, Inc. This page	1,089	$146,067

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,067	1,089	0.0%	Shares	Sole	2026-08-12
2026-03-31	$156,402	1,089	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$194,918	1,119	-4.8%	Shares	Sole	2026-02-13
2025-09-30	$241,251	1,175	+9.6%	Shares	Sole	2025-11-05
2025-06-30	$192,906	1,072	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$177,165	1,097	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$188,073	1,083	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$170,345	1,078	+8.3%	Shares	Sole	2024-11-13
2024-06-30	$134,185	995	-18.6%	Shares	Sole	2024-10-08
2024-03-31	$156,648	1,222	+0.1%	Shares	Sole	2024-10-07
2023-12-31	$146,410	1,221	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.