Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,240,180
-$20,224,281 QoQ
Shares Held
2,439,724
+0.8% QoQ
Ownership
3.49%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 517 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $60,533,298,202 across 61 Capital Markets names. HLI ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,425,670 | $18,635,169,867 | |
| 2 | MS |
Morgan Stanley
|
77,700,641 | $16,242,541,994 | |
| 3 | SCHW |
Schwab Charles Corp
|
107,329,957 | $9,903,335,132 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,655,498 | $5,180,013,339 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
28,349,920 | $2,467,577,036 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,613,624 | $1,017,885,608 | |
| 7 | EVR |
Evercore Inc.
|
1,680,210 | $573,690,902 | |
| 8 | HUT |
Hut 8 Corp.
|
4,554,558 | $525,800,948 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,240,180 | 2,439,724 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $347,464,461 | 2,419,332 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $407,263,952 | 2,835,705 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||