Position in HLI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$280,734
+$6,851 QoQ
Shares Held
2,093
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 514 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $250,921,798 across 36 Capital Markets names. HLI ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
89,299 | $90,314,329 | |
| 2 | MS |
Morgan Stanley
|
361,074 | $75,478,908 | |
| 3 | SCHW |
Schwab Charles Corp
|
236,089 | $21,783,932 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
181,743 | $18,225,188 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,104 | $10,540,892 | |
| 6 | IREN |
IREN Ltd
|
122,511 | $5,602,428 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
310,524 | $4,133,074 | |
| 8 | WULF |
Terawulf Inc.
|
165,421 | $4,085,898 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,734 | 2,093 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,883 | 1,907 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $323,819 | 1,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $446,160 | 2,173 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $322,830 | 1,794 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $277,295 | 1,717 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $306,162 | 1,763 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $287,912 | 1,822 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $255,020 | 1,891 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $235,228 | 1,835 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $204,806 | 1,708 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||