Hamilton Lane Inc. Class AHLNE
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $55.4M |
| Exits | 24 | $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.