Hamilton Lane Inc. Class AHLNE

13F holders, Q2 2024 (June 30)
296holders +31
54new positions
24sold out
8famous investors
$123.59avg. 13F price*

At the end of Q2 2024, 296 institutions reported holding Hamilton Lane Inc. Class A (HLNE) in their 13F filings, up 31 from Q1 2024. 54 opened new positions and 24 sold out. The largest holders were Vanguard Group Inc. ($466.3M), BlackRock Inc. ($395.8M) and Wasatch Advisors LP ($279.6M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Hamilton Lane Inc. Class A
CUSIP
407497106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 265Q1 2024Q2 2024: 296Q2 2024Q3 2024: 324Q3 2024Q4 2024: 355Q4 2024Q1 2025: 352Q1 2025Q2 2025: 394Q2 2025Q3 2025: 383Q3 2025Q4 2025: 389Q4 2025Q1 2026: 389Q1 2026Q2 2026: 382Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions54$55.4M
Exits24$196.0M

All 13F filers, Q1 2024 → Q2 2024: 2,564,888 shares bought and 3,644,780 shares sold, net −1,079,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Vanguard Group Inc. 0.01% Add +2.6% 3,773,035 $466.3M
BlackRock Inc. 0.01% Add +3.2% 3,202,927 $395.8M
Wasatch Advisors LP 1.50% Reduce -9.8% 2,262,389 $279.6M
Federated Hermes, Inc. 0.46% Reduce 0.0% 1,581,330 $195.4M
Wellington Management Group LLP 0.03% Add +5.2% 1,330,018 $164.4M
Clearbridge Investments, LLC 0.13% Reduce -4.4% 1,324,804 $163.7M
Invesco Ltd. 0.03% Add +3.8% 1,164,967 $144.0M
Geode Capital Management, LLC 0.01% Add +18.1% 1,079,406 $133.4M
State Street Corp. 0.01% Add +7.0% 912,352 $113.2M
Van Berkom & Associates Inc. 3.30% Add +2.0% 892,812 $110.3M
Copeland Capital Management, LLC 1.98% Add +0.6% 856,291 $105.8M
Loomis Sayles & Co. L P 0.14% Reduce -6.6% 796,922 $98.5M
Macquarie Group Ltd. 0.11% Reduce -30.2% 740,816 $91.5M
Morgan Stanley 0.01% Add +14.0% 728,362 $90.0M
Fred Alger Management, LLC 0.41% Add +10.5% 687,521 $85.0M
Citadel Advisors 0.08% Reduce -6.1% 674,179 $83.3M
Neuberger Berman Group LLC 0.07% Reduce -2.2% 671,676 $83.0M
Millennium Management 0.07% Reduce -52.6% 638,976 $79.0M
JPMorgan Chase & Co. 0.01% Add +20.7% 632,277 $78.1M
Dimensional Fund Advisors LP 0.02% Add +6.8% 590,270 $72.9M
American Century Companies Inc. 0.04% Add +30.3% 580,768 $71.8M
Principal Financial Group Inc. 0.04% Add +0.3% 485,797 $60.0M
Northern Trust Corp. 0.01% Reduce -0.4% 480,406 $59.4M
T. Rowe Price Associates Inc. 0.01% Add +8.8% 429,703 $53.1M
Bank of America Corp. 0.00% Reduce -0.2% 402,009 $49.7M
Norges Bank 0.01% Add +0.2% 381,206 $47.1M
Goldman Sachs Group Inc. 0.01% Add +48.4% 353,866 $43.7M
Lord, Abbett & Co. LLC 0.14% Add +20.1% 341,032 $42.1M
FIL Ltd 0.04% Add +28.8% 320,300 $39.6M
Massachusetts Financial Services Co. 0.01% Add +2.6% 317,445 $39.2M
Charles Schwab Investment Management Inc. 0.01% Add +6.4% 317,209 $39.2M
TimesSquare Capital Management, LLC 0.60% Reduce -5.7% 309,520 $38.3M
Ameriprise Financial Inc. 0.01% Add +3.3% 274,622 $33.9M
T. Rowe Price Investment Management, Inc. 0.02% Add +1.6% 273,804 $33.8M
Balyasny Asset Management L.P. 0.09% Reduce -2.1% 271,368 $33.5M
DF Dent & Co. Inc. 0.42% Add +16.0% 265,861 $32.9M
Capital World Investors 0.01% Add +208.0% 265,635 $32.8M
Fiera Capital Corp 0.09% Add +1.1% 243,860 $30.1M
Bank of New York Mellon Corp 0.01% Add +6.3% 239,623 $29.6M
Thrivent Financial for Lutherans 0.06% Add +6.1% 238,755 $29.5M
Nuveen Asset Management, LLC 0.01% Add +21.9% 210,529 $26.0M
Envestnet Asset Management Inc. 0.01% Add +1.7% 206,132 $25.5M
Geneva Capital Management LLC 0.44% Reduce -1.9% 194,873 $24.1M
Jennison Associates LLC 0.01% Add +1.6% 172,352 $21.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -4.8% 171,604 $21.2M
Bessemer Group Inc. 0.04% Reduce -0.5% 171,092 $21.1M
Franklin Resources Inc. 0.01% Add +12.0% 169,282 $20.9M
Axiom Investors LLC 0.18% Add +13.2% 168,505 $20.8M
Kornitzer Capital Management Inc. 0.36% No change 153,963 $19.0M
Sei Investments Co. 0.03% Reduce -1.4% 152,243 $18.8M
Raymond James & Associates 0.01% Reduce -0.3% 147,696 $18.3M
Segall Bryant & Hamill, LLC 0.31% Add +2.8% 142,298 $17.6M
Barclays PLC 0.01% Reduce -22.8% 133,517 $16.5M
Qube Research & Technologies Ltd 0.03% Add +43.7% 124,845 $15.4M
Holocene Advisors, LP 0.06% Add +71.8% 112,293 $13.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +140.0% 104,841 $13.0M
Wells Fargo & Company 0.00% Reduce -3.0% 102,030 $12.6M
Congress Asset Management Co. 0.09% New 99,379 $12.3M
Silvercrest Asset Management Group LLC 0.08% Reduce -1.3% 94,217 $11.6M
Russell Investments Group, Ltd. 0.02% Add +1.4% 90,104 $11.1M
Susquehanna International Group, LLP 0.02% Add +131.6% 86,695 $10.7M
Polen Capital Management LLC 0.02% Reduce -14.9% 78,225 $9.7M
New York State Common Retirement Fund 0.01% Reduce -0.1% 77,478 $9.6M
Swiss National Bank 0.01% Add +10.5% 75,700 $9.4M
Bullseye Asset Management LLC 3.80% No change 62,888 $7.8M
Creative Planning 0.01% Add +5.3% 62,772 $7.8M
National Bank of Canada 0.01% Reduce -10.0% 61,614 $7.6M
Jane Street Group, LLC 0.01% Add +122.9% 59,416 $7.3M
Crawford Investment Counsel Inc. 0.13% Reduce -1.8% 56,260 $7.0M
Rhumbline Advisers 0.01% Add +0.4% 55,451 $6.9M
Renaissance Technologies 0.01% Add +52.1% 54,331 $6.7M
Trexquant Investment LP 0.09% New 48,360 $6.0M
Cubist Systematic Strategies, LLC 0.10% New 47,941 $5.9M
Alliancebernstein L.P. 0.00% Add +19.6% 46,810 $5.8M
Oppenheimer Asset Management Inc. 0.07% Add +13.3% 45,956 $5.7M
Alps Advisors Inc. 0.04% Add +16.1% 45,664 $5.6M
Legal & General Group Plc 0.00% Add +19.1% 45,000 $5.6M
Royal Bank of Canada 0.00% Add +14.1% 43,933 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Add +5.7% 40,503 $5.0M
Public Employees Retirement System of Ohio 0.02% Add +0.1% 38,048 $4.7M
Janus Henderson Group PLC 0.00% Add +3.6% 37,848 $4.7M
Stifel Financial Corp. 0.01% Add +6.5% 37,660 $4.7M
California State Teachers Retirement System 0.01% Add +7.4% 37,512 $4.6M
BNP Paribas Financial Markets 0.01% Add +35.3% 36,827 $4.6M
Blair William & Co. 0.01% Reduce -1.3% 36,377 $4.5M
Deutsche Bank AG 0.00% Reduce -25.3% 36,293 $4.5M
Man Group plc 0.01% Add +61.0% 36,211 $4.5M
Teacher Retirement System of Texas 0.02% Add +441.4% 33,199 $4.1M
Voloridge Investment Management, LLC 0.01% Add +182.0% 32,564 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -11.7% 32,224 $4.0M
Richard Bernstein Advisors LLC 0.08% Add +0.0% 30,695 $3.8M
Informed Momentum Co LLC 0.60% New 29,744 $3.7M
Baron Capital (BAMCO) 0.01% No change 27,279 $3.4M
UBS Group AG 0.00% Reduce -45.4% 25,887 $3.2M
SG Americas Securities, LLC 0.02% Add +427.0% 25,126 $3.1M
Quantbot Technologies LP 0.15% Add +133.3% 24,858 $3.1M
Pathstone Holdings, LLC 0.01% Add +8.3% 24,119 $3.0M
Manufacturers Life Insurance Company, The 0.00% Add +8.4% 23,265 $2.9M
Nebula Research & Development LLC 0.45% Add +461.8% 22,668 $2.8M
Alberta Investment Management Corp 0.03% Reduce -8.1% 22,155 $2.7M
MetLife Investment Management, LLC 0.02% Add +19.2% 22,149 $2.7M
Los Angeles Capital Management LLC 0.01% Reduce -10.4% 21,646 $2.7M
Corebridge Financial, Inc. 0.01% — 20,666 $2.6M
Eagle Asset Management Inc. 0.01% New 19,233 $2.4M
Harbor Capital Advisors, Inc. 0.18% Add +13.0% 18,737 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 18,539 $2.3M
Van Eck Associates Corp. 0.00% New 18,040 $2.2M
Gsa Capital Partners LLP 0.15% New 17,763 $2.2M
Fuller & Thaler Asset Management, Inc. 0.01% Add +48.6% 17,295 $2.1M
EFG Asset Management (North America) Corp. 0.37% Add +0.5% 17,185 $2.1M
Jump Financial, LLC 0.04% New 16,172 $2.0M
Tudor Investment Corporation 0.02% New 15,875 $2.0M
Edgestream Partners, L.P. 0.09% Reduce -72.6% 15,786 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -85.1% 15,100 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.2% 15,002 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -1.3% 14,808 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -1.3% 14,808 $1.8M
First Trust Advisors LP 0.00% Reduce -41.6% 14,750 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,736 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 14,699 $1.8M
Citigroup Inc. 0.00% Reduce -38.3% 14,693 $1.8M
Keebeck Wealth Management 0.24% Reduce -24.5% 13,412 $1.7M
Natixis Advisors, LLC 0.00% Add +19.6% 13,129 $1.6M
HSBC Holdings PLC 0.00% Reduce -8.1% 13,021 $1.6M
ExodusPoint Capital Management, LP 0.02% New 12,814 $1.6M
Voya Investment Management LLC 0.00% Reduce -2.3% 12,696 $1.6M
Van Hulzen Asset Management, LLC 0.10% Add +4.9% 12,586 $1.6M
Truist Financial Corp. 0.00% Add +6.8% 12,477 $1.5M
Danske Bank A/S 0.01% New 12,455 $1.5M
STRS Ohio 0.01% Add +1.9% 11,000 $1.4M
Arizona State Retirement System 0.01% Add +12.7% 10,761 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -48.8% 10,349 $1.3M
FourThought Financial Partners, LLC 0.16% Add +3.2% 10,242 $1.3M
Jefferies Financial Group Inc. 0.03% Add +354.6% 10,000 $1.2M
M&T Bank Corp 0.00% Reduce -0.7% 9,847 $1.2M
Sierra Capital LLC 0.16% No change 9,402 $1.2M
FJ Capital Management LLC 0.12% New 9,299 $1.1M
Victory Capital Management Inc. 0.00% Reduce -1.8% 9,216 $1.1M
AQR Capital Management 0.00% Add +3.7% 8,979 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.0% 8,340 $1.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Reduce -11.4% 8,004 $989K
Argent Capital Management LLC 0.03% Add +50.8% 7,963 $984K
Sherbrooke Park Advisers LLC 0.17% New 7,936 $981K
Avantax Advisory Services, Inc. 0.01% New 7,807 $965K
LPL Financial LLC 0.00% Reduce -19.6% 7,620 $942K
Erste Asset Management GmbH 0.01% Add +5.8% 7,552 $933K
Assetmark, Inc. 0.00% Add +35.6% 7,195 $889K
Snowden Capital Advisors LLC 0.03% Add +2.5% 7,006 $869K
Prudential Financial Inc. 0.00% Reduce -91.9% 6,932 $857K
Sanctuary Advisors, LLC 0.01% — 7,193 $824K
Handelsbanken Fonder AB 0.00% No change 6,500 $803K
Lanark Financial, Inc. 0.07% Reduce -20.9% 6,350 $784K
Tower Research Capital LLC (TRC) 0.01% Add +997.5% 6,190 $765K
AlphaQuest LLC 0.10% Reduce -16.3% 6,188 $765K
Dynamic Technology Lab Private Ltd 0.08% New 6,075 $751K
Tidal Investments LLC 0.01% New 5,663 $700K
Yorktown Management & Research Co Inc 0.74% Add +19.1% 5,600 $692K
Henshaw Capital LLC 0.03% Reduce -20.2% 5,565 $688K
Engineers Gate Manager LP 0.02% Add +25.8% 5,466 $675K
Schonfeld Strategic Advisors LLC 0.01% New 5,400 $667K
Pearl River Capital, LLC 0.11% New 5,355 $662K
Comerica Bank 0.00% Reduce -3.6% 5,074 $627K
State of Wisconsin Investment Board 0.00% Reduce -23.8% 5,074 $627K
Equitable Trust Co. 0.04% No change 4,989 $617K
Cresset Asset Management, LLC 0.00% Reduce -2.5% 4,898 $608K
ProShare Advisors LLC 0.00% Reduce -25.5% 4,897 $605K
Pictet Asset Management Holding SA 0.00% Reduce -2.4% 4,788 $592K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.7% 4,678 $578K
Islay Capital Management, LLC 0.42% Add +39.6% 4,654 $575K
Janney Montgomery Scott LLC 0.00% Add +2.7% 4,646 $574K
Brevan Howard Capital Management LP 0.04% Add +36.8% 4,349 $537K
Cetera Investment Advisers 0.00% Reduce -18.6% 4,216 $521K
Atria Investments, Inc 0.01% New 4,154 $513K
Capstone Investment Advisors, LLC 0.02% New 4,004 $495K
Brown Brothers Harriman & Co. 0.00% No change 3,986 $493K
O'shaughnessy Asset Management, LLC 0.01% Add +11.2% 3,964 $490K
Algert Global LLC 0.02% New 3,872 $479K
CW Advisors, LLC 0.01% New 3,863 $477K
Ameritas Investment Partners, Inc. 0.02% Add +2.3% 3,763 $465K
Personal Cfo Solutions, LLC 0.07% Reduce -3.5% 3,747 $463K
Entropy Technologies, LP 0.05% New 3,724 $460K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.2% 3,617 $447K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -82.3% 3,585 $435K
Raymond James Trust N.A. 0.01% Reduce -0.6% 3,463 $428K
F/m Investments LLC 0.01% New 3,339 $413K
Bridges Investment Management Inc. 0.01% New 3,298 $408K
Cynosure Group, LLC 0.06% Add +11.9% 3,188 $394K
Walleye Capital LLC 0.00% New 3,180 $393K
EntryPoint Capital, LLC 0.17% Add +305.1% 2,994 $370K
Bridgefront Capital, LLC 0.15% Add +12.1% 2,933 $362K
Park Avenue Securities LLC 0.00% Add +1.9% 2,784 $344K
Coldstream Capital Management Inc. 0.01% Reduce -0.0% 2,765 $342K
State of Wyoming 0.05% Add +29.4% 2,681 $331K
MML Investors Services, LLC 0.00% Reduce -1.6% 2,650 $327K
Squarepoint Ops LLC 0.00% Reduce -42.9% 2,623 $324K
Two Sigma Advisers, LP 0.00% Reduce -7.1% 2,600 $321K
Bridgewater Associates 0.00% New 2,546 $315K
Osaic Holdings, Inc. 0.00% Add +390.1% 2,534 $313K
Point72 Asset Management 0.00% New 2,519 $311K
Mariner, LLC 0.00% Add +6.0% 2,477 $306K
Xponance LLC 0.00% Add +9.5% 2,435 $301K
Keybank National Association 0.00% No change 2,360 $292K
Oxford Asset Management LLP 0.29% New 2,321 $287K
Cookson Peirce & Co. Inc. 0.01% Add +16.5% 2,251 $278K
Connecticut Wealth Management, LLC 0.01% New 2,235 $276K
Petrus Trust Company, LTA 0.03% New 2,215 $274K
Mackenzie Financial Corp. 0.00% No change 2,193 $271K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.7% 2,102 $260K
Aquatic Capital Management LLC 0.01% New 2,100 $260K
Hamilton Capital Partners Inc. 0.03% No change 2,097 $259K
M. Kulyk & Associates, LLC 0.06% No change 2,089 $258K
Glenmede Trust Co. NA 0.00% New 2,045 $253K
Nomura Asset Management Co. Ltd. 0.00% Reduce -5.8% 2,035 $251K
Susquehanna Fundamental Investments, LLC 0.01% New 2,000 $247K
Conservest Capital Advisors, Inc. 0.03% No change 2,150 $242K
Apollon Wealth Management, LLC 0.01% New 1,959 $242K
XTX Topco Ltd 0.02% New 1,869 $231K
Occudo Quantitative Strategies LP 0.04% New 1,808 $223K
Verition Fund Management LLC 0.00% Reduce -20.3% 1,805 $223K
nVerses Capital, LLC 0.13% New 1,800 $222K
Argent Trust Co 0.01% New 1,751 $216K
Aigen Investment Management, LP 0.04% New 1,729 $214K
Integrated Wealth Concepts LLC 0.00% New 1,692 $209K
Florida Financial Advisors, LLC 0.13% New 1,687 $208K
FMR LLC 0.00% Reduce -91.7% 1,635 $202K
Point72 (DIFC) Ltd 0.01% New 1,311 $162K
Amalgamated Bank 0.00% Add +4.4% 1,284 $159K
Leonteq Securities AG 0.02% No change 1,235 $153K
Harbor Investment Advisory, LLC 0.01% Reduce -1.8% 1,044 $129K
KBC Group NV 0.00% Add +22.3% 967 $120K
Nisa Investment Advisors, LLC 0.00% No change 923 $115K
CI Investments Inc. 0.00% Add +2.1% 872 $108K
IFP Advisors, Inc 0.00% Reduce -1.0% 784 $97K
Fifth Third Bancorp 0.00% Add +106.5% 694 $86K
Huntington National Bank 0.00% Reduce -55.6% 656 $81K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -44.8% 656 $81K
PNC Financial Services Group, Inc. 0.00% Add +34.7% 648 $80K
Natixis 0.00% Reduce -14.1% 636 $79K
First Horizon Advisors, Inc. 0.00% Add +1.4% 636 $79K
Signaturefd, LLC 0.00% Add +13.1% 629 $78K
GAMMA Investing LLC 0.01% Add +15.6% 481 $59K
Arax Advisory Partners 0.01% Reduce -7.8% 464 $57K
Cwm, LLC 0.00% Add +3.0% 405 $50K
Concourse Financial Group Securities, Inc. 0.00% Reduce -3.2% 389 $48K
US Bancorp \de 0.00% Add +0.8% 379 $47K
SYSTM Wealth Solutions LLC 0.01% Reduce -1.6% 375 $46K
Acadian Asset Management LLC 0.00% No change 321 $39K
Principal Securities, Inc. 0.00% Add +33.0% 314 $39K
Quarry LP 0.02% Add +316.2% 308 $38K
Steward Partners Investment Advisory, LLC 0.00% Reduce -31.5% 292 $36K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 274 $34K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.9% 212 $26K
Federation des caisses Desjardins du Quebec 0.00% No change 213 $26K
Centerpoint Advisors, LLC 0.01% No change 198 $24K
Quadrant Capital Group LLC 0.00% No change 184 $23K
Clearstead Advisors, LLC 0.00% Add +133.3% 161 $20K
Continuum Advisory, LLC 0.00% No change 139 $17K
Rise Advisors, LLC 0.01% No change 110 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 110 $14K
Benjamin F. Edwards & Company, Inc. 0.00% Add +206.4% 95 $12K
Covestor Ltd 0.01% Reduce -71.3% 86 $11K
Iron Horse Wealth Management, LLC 0.00% No change 85 $11K
Ashton Thomas Private Wealth, LLC 0.00% New 81 $10K
Farther Finance Advisors, LLC 0.00% Add +261.9% 76 $9K
Smartleaf Asset Management LLC 0.00% Add +1400.0% 75 $9K
Avior Wealth Management, LLC 0.00% Reduce -70.2% 71 $9K
Cullen/Frost Bankers, Inc. 0.00% New 67 $8K
Hillsdale Investment Management Inc. 0.00% No change 60 $7K
Simplex Trading, LLC 0.00% Reduce -89.5% 60 $7K
Parallel Advisors, LLC 0.00% Add +15.0% 46 $6K
EverSource Wealth Advisors, LLC 0.00% Add +483.3% 35 $5K
C M Bidwell & Associates Ltd. 0.00% New 35 $4K
CIBC Private Wealth Group LLC 0.00% Reduce -54.5% 30 $4K
Global Retirement Partners, LLC 0.00% Add +233.3% 30 $4K
CENTRAL TRUST Co 0.00% No change 29 $4K
Fairman Group, LLC 0.00% No change 28 $3K
Allworth Financial LP 0.00% Reduce -37.8% 23 $3K
Opal Wealth Advisors, LLC 0.00% New 26 $3K
Stephens Consulting, LLC 0.00% New 22 $3K
Blue Trust, Inc. 0.00% New 22 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.8% 20 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 19 $2K
Lindbrook Capital, LLC 0.00% No change 16 $2K
Rothschild Investment LLC 0.00% Add +200.0% 15 $2K
JFS Wealth Advisors, LLC 0.00% No change 14 $2K
Innealta Capital, LLC 0.00% New 13 $2K
Albion Financial Group 0.00% No change 12 $1K
Versant Capital Management, Inc 0.00% No change 10 $1K
AdvisorNet Financial, Inc 0.00% No change 10 $1K
Park Place Capital Corp 0.00% No change 9 $1K
International Assets Investment Management, LLC 0.00% New 9 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 7 $866
Manchester Capital Management LLC 0.00% No change 6 $742
SJS Investment Consulting Inc. 0.00% No change 6 $742
CVA Family Office, LLC 0.00% New 4 $494
TFC Financial Management, Inc. 0.00% New 1 $124

"% of holder's portfolio" is HLNE's weight in each manager's 13F, not the share of Hamilton Lane Inc. Class A the manager owns.