Which ETFs hold Houlihan Lokey, Inc., Class A?
HLI is held by 53 of the 504 ETFs we cover. The heaviest allocation is XMHQ at 1.1%; among the largest funds, VTI holds 0.0% and IWF 0.0%. The median weight across all funds holding it is 0.0%. Houlihan Lokey, Inc., Class A is classified Financials.
- Covered ETFs Holding It
- 53
- Heaviest Allocation
- 1.14%in XMHQ
- Median Weight
- 0.03%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 1.94%trailing 12 months
HLI Share Performance
- 1M
- -7.3%
- YTD
- -25.3%
- 1Y
- -30.9%
- 3Y (ann.)
- +10.4%
- 5Y (ann.)
- +10.2%
- 10Y (ann.)
- +20.1%
A $10,000 investment 10 years ago would be worth $62,591 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding HLI(53)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| XMHQInvesco S&P MidCap Quality ETF | 1.14% | 0.25% | $5.5B | 0.55% | +16.0% | +18.7% | +10.6% |
| DONWisdomTree U.S. Midcap Dividend Fund | 0.28% | 0.38% | $4.1B | 2.27% | +14.3% | +18.2% | +9.3% |
| VBKVanguard Small-cap Growth Index Fund | 0.26% | 0.05% | $24.3B | 0.42% | +19.6% | +29.4% | +5.3% |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 0.25% | 0.17% | $11.0B | 0.52% | +21.4% | +27.9% | +8.4% |
| IJHiShares Core S&P Mid-Cap ETF | 0.24% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.23% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.22% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF | 0.20% | 0.15% | $2.9B | 0.56% | +21.6% | +28.0% | +8.5% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.19% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.19% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.18% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| SCHMSchwab U.S. Mid-Cap ETF | 0.14% | 0.04% | $15.1B | 1.22% | +20.7% | +28.9% | +8.2% |
| IYFiShares U.S. Financials ETF | 0.14% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| FNDASchwab Fundamental U.S. Small Company ETF | 0.12% | 0.25% | $9.4B | 1.09% | +21.8% | +32.0% | +9.0% |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | 0.11% | 0.29% | $4.8B | 0.78% | +17.0% | +23.0% | +9.8% |
| VBVanguard Small-cap Index Fund | 0.11% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
| VXFVanguard Extended Market Index Fund | 0.11% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| IWPiShares Russell Mid-Cap Growth ETF | 0.11% | 0.23% | $20.5B | 0.34% | +5.4% | +3.1% | +5.1% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.10% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| FNCLFidelity MSCI Financials Index ETF | 0.10% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| VFHVanguard Financials Index Fund | 0.09% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| IWRiShares Russell Mid-Cap ETF | 0.06% | 0.18% | $57.6B | 1.12% | +18.1% | +23.0% | +8.5% |
| DFASDimensional U.S. Small Cap ETF | 0.05% | 0.26% | $15.3B | 0.95% | +20.5% | +31.3% | +9.1% |
| IWSiShares Russell Mid-Cap Value ETF | 0.05% | 0.23% | $15.9B | 1.27% | +22.1% | +29.8% | +9.8% |
| VIGVanguard Dividend Appreciation Index Fund | 0.04% | 0.04% | $113.6B | 1.46% | +12.5% | +21.0% | +10.9% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most HLI exposure?
XMHQ has the heaviest HLI allocation of the ETFs we cover, at 1.14% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold HLI?
53 of the 504 ETFs we cover hold Houlihan Lokey, Inc., Class A (HLI). The median weight across those funds is 0.03%.
What is the cheapest ETF that holds HLI?
SPMD has the lowest expense ratio among covered ETFs holding HLI, at 0.03% per year.
What is the largest ETF that holds HLI?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding HLI, with $696.4B in assets and a 0.01% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond HLI.