Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$234,593
+$15,142 QoQ
Shares Held
1,749
+14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 514 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. HLI ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in HLI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,593 | 1,749 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $219,451 | 1,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $252,052 | 1,447 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $296,276 | 1,443 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $257,868 | 1,433 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $224,000 | 1,387 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $240,866 | 1,387 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $195,470 | 1,237 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $166,821 | 1,237 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $158,571 | 1,237 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $146,530 | 1,222 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $185,103 | 1,728 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $169,879 | 1,728 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $94,489 | 1,080 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $107,206 | 1,230 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $92,717 | 1,230 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $94,716 | 1,200 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $130,295 | 1,484 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $165,632 | 1,600 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $147,360 | 1,600 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $155,401 | 1,900 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $126,369 | 1,900 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $127,737 | 1,900 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $53,145 | 900 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||