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Vident Advisory’s Houlihan Lokey HLI Stock Holding History

Vident Advisory’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577K Buy
4,303
+49
+1% +$7.23K ﹤0.01% 1289
2026
Q1 		$611K Buy
4,254
+1,578
+59% +$260K 0.01% 1141
2025
Q4 		$466K Sell
2,676
-158
-6% -$29K ﹤0.01% 1204
2025
Q3 		$582K Buy
2,834
+149
+6% +$29.2K 0.01% 1114
2025
Q2 		$483K Sell
2,685
-82
-3% -$13.8K 0.01% 1075
2025
Q1 		$447K Buy
2,767
+496
+22% +$85.2K 0.01% 1097
2024
Q4 		$394K Sell
2,271
-116
-5% -$20.4K 0.01% 1063
2024
Q3 		$377K Buy
2,387
+79
+3% +$11.8K 0.01% 1060
2024
Q2 		$311K Sell
2,308
-37
-2% -$4.84K 0.01% 1113
2024
Q1 		$301K Buy
2,345
+80
+4% +$9.9K 0.01% 1023
2023
Q4 		$272K Sell
2,265
-105
-4% -$11.4K 0.01% 1043
2023
Q3 		$254K Buy
+2,370
New +$244K 0.01% 1001

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vident Advisory's HLI Position: Q2 2026 in Review

Vident Advisory increased its Houlihan Lokey (HLI) stake by 1.2% in Q2 2026, buying an estimated $7.23K and bringing the position to 4,303 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Vident Advisory first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $611K in Q1 2026. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vident Advisory held 4,303 shares of Houlihan Lokey worth $577K as of Q2 2026.
  • Vident Advisory bought 49 Houlihan Lokey shares in Q2 2026, an estimated $7.23K.
  • Houlihan Lokey made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1289 holding.
  • Vident Advisory first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Houlihan Lokey position peaked at $611K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.