AI Holders Summary · Q1 2026

403 institutions reported HLNE in Q1 2026. BlackRock, Inc. leads at 15.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$405M4.1M0.01%Q1 2026 02

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$339M3.4M1.00%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$181M1.8M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$177M1.8M0.00%Q1 2026 05

Van Berkom & Associates Inc.

CIK 0001524408

$166M1.7M2.71%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$132M1.3M0.00%Q1 2026 07

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$122M1.2M0.05%Q1 2026 08

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$110M1.1M0.06%Q1 2026 09

Champlain Investment Partners, LLC

CIK 0001315478

$108M1.1M1.37%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$104M1.1M0.01%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$101M755K0.02%Q4 2025 12

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$98M990K0.07%Q1 2026 13

WASATCH ADVISORS LP

CIK 0000814133

$91M1.2M0.59%Q2 2026 14

JANUS HENDERSON GROUP PLC

CIK 0001274173

$90M906K0.04%Q1 2026 15

MORGAN STANLEY

CIK 0000895421

$72M725K0.00%Q1 2026 16

Neuberger Berman Group LLC

CIK 0001465109

$71M711K0.05%Q1 2026 17

Copeland Capital Management, LLC

CIK 0001541743

$70M524K1.57%Q4 2025 18

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$67M679K0.01%Q1 2026 19

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 0001177206

$67M678K0.27%Q1 2026 20

Clearbridge Investments, LLC

CIK 0001348883

$66M669K0.06%Q1 2026

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