AI Holders Summary · Q2 2026

407 institutions reported HLNE in Q2 2026. BlackRock, Inc. leads at 15.2% 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

$338M4.3M0.01%Q2 2026 02

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$241M3.1M0.75%Q2 2026 03

Van Berkom & Associates Inc.

CIK 0001524408

$166M1.7M2.71%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$142M1.8M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$141M1.8M0.00%Q2 2026 06

WASATCH ADVISORS LP

CIK 0000814133

$126M1.5M0.94%Q3 2026 07

STATE STREET CORP

CIK 0000093751

$108M1.4M0.00%Q2 2026 08

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$98M990K0.07%Q1 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$97M1.2M0.01%Q2 2026 10

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 0001177206

$96M1.2M0.35%Q2 2026 11

JANUS HENDERSON GROUP PLC

CIK 0001274173

$90M906K0.04%Q1 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$83M1.0M0.00%Q2 2026 13

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$81M1.0M0.04%Q2 2026 14

Jupiter Topco LLC

CIK 0002146052

$73M932K0.03%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$68M857K0.00%Q2 2026 16

Copeland Capital Management, LLC

CIK 0001541743

$64M742K1.48%Q3 2026 17

Qube Research & Technologies Ltd

CIK 0001729829

$60M756K0.06%Q2 2026 18

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$53M676K0.01%Q2 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$49M620K0.01%Q2 2026 20

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$48M614K0.07%Q2 2026

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