Position in HLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,962,053
-$67,584 QoQ
Shares Held
14,628
+3.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#192
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $329,880,726 across 26 Capital Markets names. HLI ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
510,682 | $106,752,965 | |
| 2 | GS |
Goldman Sachs Group Inc
|
94,585 | $95,660,431 | |
| 3 | SCHW |
Schwab Charles Corp
|
621,646 | $57,359,276 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
195,031 | $19,557,708 | |
| 5 | MRX |
Marex Group Ltd
|
262,551 | $16,002,483 | |
| 6 | IREN |
IREN Ltd
|
101,303 | $4,632,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
16,070 | $4,526,597 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
47,189 | $4,107,330 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,053 | 14,628 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,029,637 | 14,132 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,588,314 | 20,600 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,903,338 | 19,011 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,616,455 | 20,097 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,064,139 | 18,973 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,684,544 | 21,217 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,135,906 | 19,845 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,424,243 | 17,976 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,439,455 | 19,030 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,317,500 | 19,327 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,276,621 | 21,253 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,051,336 | 20,866 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,499,841 | 17,143 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,670,770 | 19,169 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,453,703 | 19,285 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,389,246 | 17,601 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,449,314 | 16,507 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,638,825 | 15,831 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,431,510 | 15,543 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,149,885 | 14,059 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $846,605 | 12,729 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $779,599 | 11,596 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $672,343 | 11,386 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $576,819 | 10,367 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $465,640 | 8,934 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||