HoldingsChannel.com
Funds Holding HLNE

On this page, we present all of the funds holding HLNE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HLNE, with a link to that fund's top holdings. The next columns indicate the amount of HLNE stock held by each of the funds holding HLNE, followed by the HLNE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 239 funds holding HLNE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding HLNE), click the fund name in the "Holder" column of the funds-holding-HLNE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.3,395,427$385,177 12/31/2023
     HLNE3,395,427$385,177 12/31/2023
BlackRock Inc.3,217,043$364,941 12/31/2023
     HLNE3,217,043$364,941 12/31/2023
Wasatch Advisors Inc.2,506,994$282,689 03/31/2024
     HLNE2,506,994$282,689 03/31/2024
Federated Hermes Inc.1,581,900$179,451 12/31/2023
     HLNE1,581,900$179,451 12/31/2023
Wellington Management Group LLP1,498,699$170,012 12/31/2023
     HLNE1,498,699$170,012 12/31/2023
Clearbridge Investments LLC1,413,804$160,382 12/31/2023
     HLNE1,413,804$160,382 12/31/2023
Macquarie Group Ltd.1,168,362$132,539 12/31/2023
     HLNE1,168,362$132,539 12/31/2023
TD Asset Management Inc.1,143,179$129,682 12/31/2023
     HLNE1,143,179$129,682 12/31/2023
Invesco Ltd.1,115,712$126,566 12/31/2023
     HLNE1,115,712$126,566 12/31/2023
Geode Capital Management LLC876,286$99,416 12/31/2023
     HLNE876,286$99,416 12/31/2023
Loomis Sayles & Co. L P870,545$98,754 12/31/2023
     HLNE870,545$98,754 12/31/2023
Van Berkom & Associates Inc.858,056$97,338 12/31/2023
     HLNE858,056$97,338 12/31/2023
Copeland Capital Management LLC851,242$95,986 03/31/2024
     HLNE851,242$95,986 03/31/2024
State Street Corp833,752$94,948 12/31/2023
     HLNE833,752$94,948 12/31/2023
Epoch Investment Partners Inc.799,351$90,678 12/31/2023
     HLNE799,351$90,678 12/31/2023
Millennium Management LLC747,918$84,844 12/31/2023
     HLNE747,918$84,844 12/31/2023
Fred Alger Management LLC712,189$80,791 12/31/2023
     HLNE712,189$80,791 12/31/2023
Neuberger Berman Group LLC708,875$80,415 12/31/2023
     HLNE708,875$80,415 12/31/2023
Morgan Stanley675,931$76,678 12/31/2023
     HLNE675,931$76,678 12/31/2023
Dimensional Fund Advisors LP544,233$61,740 12/31/2023
     HLNE544,233$61,740 12/31/2023
American Century Companies Inc.543,180$61,618 12/31/2023
     HLNE543,180$61,618 12/31/2023
Principal Financial Group Inc.488,164$55,377 12/31/2023
     HLNE488,164$55,377 12/31/2023
Northern Trust Corp487,571$55,310 12/31/2023
     HLNE487,571$55,310 12/31/2023
JPMorgan Chase & Co.473,725$53,739 12/31/2023
     HLNE473,725$53,739 12/31/2023
Bank of America Corp DE389,119$44,142 12/31/2023
     HLNE389,119$44,142 12/31/2023
Norges Bank380,777$43,195 12/31/2023
     HLNE380,777$43,195 12/31/2023
TimesSquare Capital Management LLC357,045$40,503 12/31/2023
     HLNE357,045$40,503 12/31/2023
Price T Rowe Associates Inc. MD343,354$38,951 12/31/2023
     HLNE343,354$38,951 12/31/2023
Citadel Advisors LLC $38,092 12/31/2023
     HLNE318,386$36,118 12/31/2023
     Call17,800$2,019 12/31/2023
     Put400$45 12/31/2023
Massachusetts Financial Services Co. MA297,711$33,772 12/31/2023
     HLNE297,711$33,772 12/31/2023
Ameriprise Financial Inc.287,017$32,559 12/31/2023
     HLNE287,017$32,559 12/31/2023
Charles Schwab Investment Management Inc.287,005$32,558 12/31/2023
     HLNE287,005$32,558 12/31/2023
Lord Abbett & CO. LLC285,214$32,354 12/31/2023
     HLNE285,214$32,354 12/31/2023
Bank of New York Mellon Corp255,359$28,968 12/31/2023
     HLNE255,359$28,968 12/31/2023
Goldman Sachs Group Inc.234,165$26,564 12/31/2023
     HLNE234,165$26,564 12/31/2023
DF Dent & Co. Inc.230,416$26,138 12/31/2023
     HLNE230,416$26,138 12/31/2023
Thrivent Financial for Lutherans220,570$25,021 12/31/2023
     HLNE220,570$25,021 12/31/2023
Barclays PLC210,563$23,887 12/31/2023
     HLNE210,563$23,887 12/31/2023
Envestnet Asset Management Inc.185,414$21,033 12/31/2023
     HLNE185,414$21,033 12/31/2023
BNP PARIBAS ASSET MANAGEMENT Holding S.A.178,484$20,247 12/31/2023
     HLNE178,484$20,247 12/31/2023
Kornitzer Capital Management Inc. KS176,478$20,020 12/31/2023
     HLNE176,478$20,020 12/31/2023
Nuveen Asset Management LLC173,284$19,658 12/31/2023
     HLNE173,284$19,658 12/31/2023
Bessemer Group Inc.162,191$18,399 12/31/2023
     HLNE162,191$18,399 12/31/2023
Sei Investments Co.152,955$17,351 12/31/2023
     HLNE152,955$17,351 12/31/2023
Putnam Investments LLC151,313$17,165 12/31/2023
     HLNE151,313$17,165 12/31/2023
Raymond James & Associates148,218$16,713 03/31/2024
     HLNE148,218$16,713 03/31/2024
Jennison Associates LLC142,207$16,132 12/31/2023
     HLNE142,207$16,132 12/31/2023
Segall Bryant & Hamill LLC140,436$15,931 12/31/2023
     HLNE140,436$15,931 12/31/2023
Axiom International Investors LLC DE136,100$15,439 12/31/2023
     HLNE136,100$15,439 12/31/2023
Prudential Financial Inc.114,537$12,993 12/31/2023
     HLNE114,537$12,993 12/31/2023
Susquehanna International Group LLP $11,919 12/31/2023
     HLNE89,069$10,104 12/31/2023
     Call16,000$1,815 12/31/2023
Polen Capital Management LLC95,403$10,823 12/31/2023
     HLNE95,403$10,823 12/31/2023
Russell Investments Group Ltd.95,259$10,806 12/31/2023
     HLNE95,259$10,806 12/31/2023
Silvercrest Asset Management Group LLC95,066$10,784 12/31/2023
     HLNE95,066$10,784 12/31/2023
Wells Fargo & Company MN85,822$9,736 12/31/2023
     HLNE85,822$9,736 12/31/2023
Creative Planning75,887$8,609 12/31/2023
     HLNE75,887$8,609 12/31/2023
Credit Suisse AG74,648$8,468 12/31/2023
     HLNE74,648$8,468 12/31/2023
Swiss National Bank68,500$7,771 12/31/2023
     HLNE68,500$7,771 12/31/2023
Bullseye Asset Management LLC62,888$7,134 12/31/2023
     HLNE62,888$7,134 12/31/2023
FMR LLC62,784$7,122 12/31/2023
     HLNE62,784$7,122 12/31/2023
National Bank of Canada FI65,319$7,062 12/31/2023
     HLNE65,319$7,062 12/31/2023
FIL Ltd60,480$6,861 12/31/2023
     HLNE60,480$6,861 12/31/2023
Deutsche Bank AG60,284$6,839 12/31/2023
     HLNE60,284$6,839 12/31/2023
Crawford Investment Counsel Inc.56,530$6,413 12/31/2023
     HLNE56,530$6,413 12/31/2023
Rhumbline Advisers54,662$6,201 12/31/2023
     HLNE54,662$6,201 12/31/2023
Oppenheimer Asset Management Inc.51,519$5,844 12/31/2023
     HLNE51,519$5,844 12/31/2023
UBS Asset Management Americas Inc.43,682$4,955 12/31/2023
     HLNE43,682$4,955 12/31/2023
Public Employees Retirement System of Ohio42,591$4,832 12/31/2023
     HLNE42,591$4,832 12/31/2023
Alliancebernstein L.P.41,910$4,754 12/31/2023
     HLNE41,910$4,754 12/31/2023
Evoke Wealth LLC41,445$4,720 12/31/2023
     HLNE41,445$4,720 12/31/2023
B. Metzler seel. Sohn & Co. AG40,270$4,568 12/31/2023
     HLNE40,270$4,568 12/31/2023
Janus Henderson Group PLC38,727$4,393 12/31/2023
     HLNE38,727$4,393 12/31/2023
Great West Life Assurance Co. Can38,534$4,344 12/31/2023
     HLNE38,534$4,344 12/31/2023
California State Teachers Retirement System36,965$4,193 12/31/2023
     HLNE36,965$4,193 12/31/2023
First Trust Advisors LP36,670$4,160 12/31/2023
     HLNE36,670$4,160 12/31/2023
Fiera Capital Corp36,001$4,084 12/31/2023
     HLNE36,001$4,084 12/31/2023
Blair William & Co. IL35,973$4,081 12/31/2023
     HLNE35,973$4,081 12/31/2023
Royal Bank of Canada35,767$4,057 12/31/2023
     HLNE35,767$4,057 12/31/2023
Legal & General Group Plc35,322$4,007 12/31/2023
     HLNE35,322$4,007 12/31/2023
PEAK6 Investments LLC $3,817 12/31/2023
     HLNE16,848$1,911 12/31/2023
     Call16,800$1,906 12/31/2023
Alps Advisors Inc.33,406$3,790 12/31/2023
     HLNE33,406$3,790 12/31/2023
Stifel Financial Corp32,269$3,661 12/31/2023
     HLNE32,269$3,661 12/31/2023
UBS Group AG32,062$3,637 12/31/2023
     HLNE32,062$3,637 12/31/2023
Richard Bernstein Advisors LLC30,690$3,481 12/31/2023
     HLNE30,690$3,481 12/31/2023
ClariVest Asset Management LLC28,726$3,259 12/31/2023
     HLNE28,726$3,259 12/31/2023
Jane Street Group LLC27,308$3,098 12/31/2023
     HLNE27,308$3,098 12/31/2023
State of New Jersey Common Pension Fund D26,986$3,061 12/31/2023
     HLNE26,986$3,061 12/31/2023
Sierra Capital LLC26,478$3,004 12/31/2023
     HLNE26,478$3,004 12/31/2023
Teachers Retirement System of The State of Kentucky25,559$2,899 12/31/2023
     HLNE25,559$2,899 12/31/2023
Alberta Investment Management Corp24,101$2,734 12/31/2023
     HLNE24,101$2,734 12/31/2023
Los Angeles Capital Management & Equity Research Inc.24,154$2,724 03/31/2024
     HLNE24,154$2,724 03/31/2024
Mirae Asset Global Investments Co. Ltd.22,912$2,599 12/31/2023
     HLNE22,912$2,599 12/31/2023
Simplex Trading LLC $2,597 12/31/2023
     Call21,600$2,450 12/31/2023
     HLNE1,303$147 12/31/2023
State Board of Administration of Florida Retirement System21,747$2,467 12/31/2023
     HLNE21,747$2,467 12/31/2023
BNP Paribas Arbitrage SA21,669$2,458 12/31/2023
     HLNE21,669$2,458 12/31/2023
Dark Forest Capital Management LP21,358$2,423 12/31/2023
     HLNE21,358$2,423 12/31/2023
Man Group plc21,302$2,416 12/31/2023
     HLNE21,302$2,416 12/31/2023
Algert Global LLC19,434$2,205 12/31/2023
     HLNE19,434$2,205 12/31/2023
MetLife Investment Management LLC19,142$2,171 12/31/2023
     HLNE19,142$2,171 12/31/2023
The Manufacturers Life Insurance Company 18,617$2,112 12/31/2023
     HLNE18,617$2,112 12/31/2023
Advisor Group Holdings Inc.18,372$2,087 12/31/2023
     HLNE18,372$2,087 12/31/2023
American International Group Inc.18,176$2,062 12/31/2023
     HLNE18,176$2,062 12/31/2023
New York State Common Retirement Fund17,459$1,981 12/31/2023
     HLNE17,459$1,981 12/31/2023
Keebeck Wealth Management LLC16,948$1,930 12/31/2023
     HLNE16,948$1,930 12/31/2023
EFG Asset Management North America Corp.16,139$1,830 12/31/2023
     HLNE16,139$1,830 12/31/2023
Voya Investment Management LLC15,780$1,790 12/31/2023
     HLNE15,780$1,790 12/31/2023
Ensign Peak Advisors Inc15,440$1,752 12/31/2023
     HLNE15,440$1,752 12/31/2023
Campbell & CO Investment Adviser LLC15,035$1,706 12/31/2023
     HLNE15,035$1,706 12/31/2023
Truist Financial Corp15,032$1,705 12/31/2023
     HLNE15,032$1,705 12/31/2023
Citigroup Inc.14,474$1,642 12/31/2023
     HLNE14,474$1,642 12/31/2023
Natixis Advisors L.P.13,506$1,532 12/31/2023
     HLNE13,506$1,532 12/31/2023
Two Sigma Investments LP13,000$1,475 12/31/2023
     HLNE13,000$1,475 12/31/2023
Bridgewater Associates LP12,594$1,429 12/31/2023
     HLNE12,594$1,429 12/31/2023
Qube Research & Technologies Ltd12,473$1,415 12/31/2023
     HLNE12,473$1,415 12/31/2023
Strs Ohio12,000$1,361 12/31/2023
     HLNE12,000$1,361 12/31/2023
Jefferies Financial Group Inc.11,300$1,282 12/31/2023
     HLNE11,300$1,282 12/31/2023
Van Hulzen Asset Management LLC10,840$1,230 12/31/2023
     HLNE10,840$1,230 12/31/2023
Fuller & Thaler Asset Management Inc.10,490$1,190 12/31/2023
     HLNE10,490$1,190 12/31/2023
FourThought Financial Partners LLC10,295$1,168 12/31/2023
     HLNE10,295$1,168 12/31/2023
Davy Global Fund Management Ltd9,855$1,118 12/31/2023
     HLNE9,855$1,118 12/31/2023
Teacher Retirement System of Texas9,804$1,112 12/31/2023
     HLNE9,804$1,112 12/31/2023
Hsbc Holdings PLC9,730$1,107 12/31/2023
     HLNE9,730$1,107 12/31/2023
Arizona State Retirement System9,709$1,101 12/31/2023
     HLNE9,709$1,101 12/31/2023
M&T Bank Corp9,663$1,096 12/31/2023
     HLNE9,663$1,096 12/31/2023
Orion Portfolio Solutions LLC9,344$1,030 12/31/2023
     HLNE9,344$1,030 12/31/2023
LPL Financial LLC8,738$991 12/31/2023
     HLNE8,738$991 12/31/2023
Victory Capital Management Inc.8,535$968 12/31/2023
     HLNE8,535$968 12/31/2023
NBC Securities Inc.8,024$914 03/31/2024
     HLNE8,024$914 03/31/2024
Zurcher Kantonalbank Zurich Cantonalbank 7,831$888 12/31/2023
     HLNE7,831$888 12/31/2023
Tower Research Capital LLC TRC 7,632$866 12/31/2023
     HLNE7,632$866 12/31/2023
Delap Wealth Advisory LLC7,282$826 12/31/2023
     HLNE7,282$826 12/31/2023
AQR Capital Management LLC7,259$823 12/31/2023
     HLNE7,259$823 12/31/2023
Brown Brothers Harriman & Co.6,885$781 12/31/2023
     HLNE6,885$781 12/31/2023
Handelsbanken Fonder AB6,500$737 12/31/2023
     HLNE6,500$737 12/31/2023
Virtu Financial LLC6,200$703 12/31/2023
     HLNE6,200$703 12/31/2023
ProShare Advisors LLC6,053$687 12/31/2023
     HLNE6,053$687 12/31/2023
State of Wisconsin Investment Board5,693$646 12/31/2023
     HLNE5,693$646 12/31/2023
Snowden Capital Advisors LLC5,601$635 12/31/2023
     HLNE5,601$635 12/31/2023
Pathstone Holdings LLC5,489$623 12/31/2023
     HLNE5,489$623 12/31/2023
Cresset Asset Management LLC5,321$606 12/31/2023
     HLNE5,321$606 12/31/2023
Two Sigma Advisers LP5,300$601 12/31/2023
     HLNE5,300$601 12/31/2023
Squarepoint Ops LLC5,262$597 12/31/2023
     HLNE5,262$597 12/31/2023
Equitable Trust Co.4,989$566 12/31/2023
     HLNE4,989$566 12/31/2023
Comerica Bank4,955$562 12/31/2023
     HLNE4,955$562 12/31/2023
Cetera Advisor Networks LLC4,919$558 12/31/2023
     HLNE4,919$558 12/31/2023
Public Employees Retirement Association of Colorado4,713$535 12/31/2023
     HLNE4,713$535 12/31/2023
Personal CFO Solutions LLC4,220$479 12/31/2023
     HLNE4,220$479 12/31/2023
Argent Capital Management LLC4,155$471 12/31/2023
     HLNE4,155$471 12/31/2023
Mackenzie Financial Corp4,001$454 12/31/2023
     HLNE4,001$454 12/31/2023
Janney Montgomery Scott LLC3,951$448 12/31/2023
     HLNE3,951$448 12/31/2023
Wealth Enhancement Advisory Services LLC3,856$435 03/31/2024
     HLNE3,856$435 03/31/2024
Ameritas Investment Partners Inc.3,785$429 12/31/2023
     HLNE3,785$429 12/31/2023
Pictet Asset Management Holding SA3,752$426 12/31/2023
     HLNE3,752$426 12/31/2023
Hancock Whitney Corp3,656$415 12/31/2023
     HLNE3,656$415 12/31/2023
State of Wyoming3,658$415 12/31/2023
     HLNE3,658$415 12/31/2023
Ziegler Capital Management LLC3,525$400 12/31/2023
     HLNE3,525$400 12/31/2023
Raymond James Trust N.A.3,484$393 03/31/2024
     HLNE3,484$393 03/31/2024
Islay Capital Management LLC3,334$378 12/31/2023
     HLNE3,334$378 12/31/2023
O Shaughnessy Asset Management LLC3,304$375 12/31/2023
     HLNE3,304$375 12/31/2023
Yorktown Management & Research Co Inc3,300$374 12/31/2023
     HLNE3,300$374 12/31/2023
Colonial River Wealth Management LLC2,809$319 12/31/2023
     HLNE2,809$319 12/31/2023
Park Avenue Securities LLC2,733$308 03/31/2024
     HLNE2,733$308 03/31/2024
AlphaMark Advisors LLC2,683$303 03/31/2024
     HLNE2,683$303 03/31/2024
Pearl River Capital LLC2,547$289 12/31/2023
     HLNE2,547$289 12/31/2023
Schroder Investment Management Group2,477$281 12/31/2023
     HLNE2,477$281 12/31/2023
MML Investors Services LLC2,406$273 12/31/2023
     HLNE2,406$273 12/31/2023
Centiva Capital LP2,301$261 12/31/2023
     HLNE2,301$261 12/31/2023
CI Investments Inc.2,247$255 12/31/2023
     HLNE2,247$255 12/31/2023
Walleye Capital LLC2,223$252 12/31/2023
     HLNE2,223$252 12/31/2023
Xponance Inc.2,215$251 12/31/2023
     HLNE2,215$251 12/31/2023
Conservest Capital Advisors Inc.2,150$244 12/31/2023
     HLNE2,150$244 12/31/2023
Metropolitan Life Insurance Co NY2,105$239 12/31/2023
     HLNE2,105$239 12/31/2023
Martingale Asset Management L P2,105$239 12/31/2023
     HLNE2,105$239 12/31/2023
Envestnet Portfolio Solutions Inc.2,086$237 12/31/2023
     HLNE2,086$237 12/31/2023
M. Kulyk & Associates LLC2,072$235 12/31/2023
     HLNE2,072$235 12/31/2023
Keybank National Association OH2,007$228 12/31/2023
     HLNE2,007$228 12/31/2023
Brevan Howard Capital Management LP1,976$224 12/31/2023
     HLNE1,976$224 12/31/2023
Cetera Investment Advisers1,964$223 12/31/2023
     HLNE1,964$223 12/31/2023
Nomura Asset Management Co. Ltd.1,953$222 12/31/2023
     HLNE1,953$222 12/31/2023
Cary Street Partners Investment Advisory LLC1,956$222 12/31/2023
     HLNE1,956$222 12/31/2023
Cookson Peirce & Co. Inc.1,932$218 03/31/2024
     HLNE1,932$218 03/31/2024
Associated Banc Corp1,914$217 12/31/2023
     HLNE1,914$217 12/31/2023
Scientech Research LLC1,912$217 12/31/2023
     HLNE1,912$217 12/31/2023
Beacon Pointe Advisors LLC1,823$207 12/31/2023
     HLNE1,823$207 12/31/2023
HighTower Advisors LLC1,791$202 12/31/2023
     HLNE1,791$202 12/31/2023
Kapitalo Investimentos Ltda1,306$148 12/31/2023
     HLNE1,306$148 12/31/2023
Huntington National Bank1,293$147 12/31/2023
     HLNE1,293$147 12/31/2023
Amalgamated Bank1,230$139 03/31/2024
     HLNE1,230$139 03/31/2024
Harbor Investment Advisory LLC1,063$120 03/31/2024
     HLNE1,063$120 03/31/2024
Natixis1,014$115 12/31/2023
     HLNE1,014$115 12/31/2023
Nisa Investment Advisors LLC998$113 12/31/2023
     HLNE998$113 12/31/2023
EntryPoint Capital LLC718$81 12/31/2023
     HLNE718$81 12/31/2023
KBC Group NV595$67 12/31/2023
     HLNE595$67 12/31/2023
Signaturefd LLC563$64 12/31/2023
     HLNE563$64 12/31/2023
First Horizon Advisors Inc.522$59 12/31/2023
     HLNE522$59 12/31/2023
SRS Capital Advisors Inc.508$58 12/31/2023
     HLNE508$58 12/31/2023
Proequities Inc. $50 12/31/2023
     HLNE436$50 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
GAMMA Investing LLC416$47 03/31/2024
     HLNE416$47 03/31/2024
CWM LLC393$44 03/31/2024
     HLNE393$44 03/31/2024
SYSTM Wealth Solutions LLC345$39 12/31/2023
     HLNE345$39 12/31/2023
Fifth Third Bancorp336$38 03/31/2024
     HLNE336$38 03/31/2024
US Bancorp DE320$36 12/31/2023
     HLNE320$36 12/31/2023
Acadian Asset Management LLC321$36 12/31/2023
     HLNE321$36 12/31/2023
USA Financial Portformulas Corp243$28 12/31/2023
     HLNE243$28 12/31/2023
Principal Securities Inc.232$26 12/31/2023
     HLNE232$26 12/31/2023
Centerpoint Advisors LLC231$26 12/31/2023
     HLNE231$26 12/31/2023
The PNC Financial Services Group Inc.200$23 12/31/2023
     HLNE200$23 12/31/2023
Advisory Services Network LLC207$23 12/31/2023
     HLNE207$23 12/31/2023
Quadrant Capital Group LLC184$21 12/31/2023
     HLNE184$21 12/31/2023
GWM Advisors LLC156$18 12/31/2023
     HLNE156$18 12/31/2023
LM Advisors LLC158$18 12/31/2023
     HLNE158$18 12/31/2023
Rise Advisors LLC110$12 03/31/2024
     HLNE110$12 03/31/2024
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.110$12 12/31/2023
     HLNE110$12 12/31/2023
Turtle Creek Wealth Advisors LLC109$12 12/31/2023
     HLNE109$12 12/31/2023
Iron Horse Wealth Management LLC85$10 03/31/2024
     HLNE85$10 03/31/2024
Mather Group LLC.81$9 03/31/2024
     HLNE81$9 03/31/2024
Clearstead Advisors LLC69$8 12/31/2023
     HLNE69$8 12/31/2023
Hillsdale Investment Management Inc.60$7 12/31/2023
     HLNE60$7 12/31/2023
Scarborough Advisors LLC58$7 12/31/2023
     HLNE58$7 12/31/2023
Northwestern Mutual Wealth Management Co.38$4 12/31/2023
     HLNE38$4 12/31/2023
CENTRAL TRUST Co29$3 03/31/2024
     HLNE29$3 03/31/2024
BOK Financial Private Wealth Inc.29$3 12/31/2023
     HLNE29$3 12/31/2023
Allworth Financial LP26$3 12/31/2023
     HLNE26$3 12/31/2023
Fairman Group LLC28$3 12/31/2023
     HLNE28$3 12/31/2023
JFS Wealth Advisors LLC14$2 12/31/2023
     HLNE14$2 12/31/2023
JNBA Financial Advisors15$2 12/31/2023
     HLNE15$2 12/31/2023
Parallel Advisors LLC15$2 12/31/2023
     HLNE15$2 12/31/2023
Lindbrook Capital LLC16$2 12/31/2023
     HLNE16$2 12/31/2023
Farther Finance Advisors LLC21$2 12/31/2023
     HLNE21$2 12/31/2023
Albion Financial Group UT12$1 03/31/2024
     HLNE12$1 03/31/2024
AdvisorNet Financial Inc10$1 03/31/2024
     HLNE10$1 03/31/2024
Versant Capital Management Inc10$1 03/31/2024
     HLNE10$1 03/31/2024
Global Retirement Partners LLC9$1 03/31/2024
     HLNE9$1 03/31/2024
SJS Investment Consulting Inc.6$1 03/31/2024
     HLNE6$1 03/31/2024
Park Place Capital Corp9$1 03/31/2024
     HLNE9$1 03/31/2024
Globeflex Capital L P10$1 12/31/2023
     HLNE10$1 12/31/2023
Manchester Capital Management LLC6$1 12/31/2023
     HLNE6$1 12/31/2023
Ronald Blue Trust Inc.5$1 12/31/2023
     HLNE5$1 12/31/2023
DiNuzzo Private Wealth Inc.6$1 12/31/2023
     HLNE6$1 12/31/2023
Covestor Ltd2$0 12/31/2023
     HLNE2$0 12/31/2023

See Summary: Institutional Holders of HLNE
See Details: Top 10 Hedge Funds Holding HLNE
Also See: HLNE Insider Buying
Also See: HLNE Holdings Changes

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