Filing Research | HLNE - HAMILTON LANE INC Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.2MSH	$90.8M
2	CONGRESS ASSET MANAGEMENT CO	Shares	105.1KSH	$8.3M
3	Y-Intercept (Hong Kong) Ltd	Shares	66.5KSH	$5.2M
4	Police & Firemen's Retirement System of New Jersey	Shares	18.2KSH	$1.4M
5	Oak Thistle LLC	Shares	14.2KSH	$1.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.7KSH	$1.1M
7	Louisiana State Employees Retirement System	Shares	12.0KSH	$946.0K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.2KSH	$884.5K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.8KSH	$771.2K
10	Curated Wealth Partners LLC	Shares	406.4KSH	$640.3K
11	Farther Finance Advisors, LLC	Shares	7.8KSH	$613.9K
12	Morningstar Investment Management LLC	Shares	5.7KSH	$569.2K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.8KSH	$379.3K
14	Merit Financial Group, LLC	Shares	4.1KSH	$325.2K
15	PRESILIUM PRIVATE WEALTH, LLC	Shares	4.1KSH	$319.9K
16	Sequoia Financial Advisors, LLC	Shares	3.7KSH	$288.0K
17	Allegheny Financial Group	Shares	3.4KSH	$271.8K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	3.0KSH	$260.1K
19	Envestnet Portfolio Solutions, Inc.	Shares	3.1KSH	$245.2K
20	DAVENPORT & Co LLC	Shares	3.1KSH	$243.0K
21	Apollon Wealth Management, LLC	Shares	2.8KSH	$216.8K
22	Crossmark Global Holdings, Inc.	Shares	2.7KSH	$215.8K
23	Blue Trust, Inc.	Shares	1.8KSH	$143.4K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$119.3K
25	Mirae Asset Global Investments Co., Ltd.	Shares	1.3KSH	$104.8K
26	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$79.7K
27	SIGNATUREFD, LLC	Shares	991SH	$78.1K
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	730SH	$57.5K
29	MB, LEVIS & ASSOCIATES, LLC	Shares	722SH	$56.9K
30	Tema ETFs LLC	Shares	713SH	$56.2K
31	HM PAYSON & CO	Shares	528SH	$41.6K
32	GAMMA Investing LLC	Shares	438SH	$34.5K
33	IFP Advisors, Inc	Shares	419SH	$33.0K
34	SBI Securities Co., Ltd.	Shares	231SH	$18.2K
35	SJS Investment Consulting Inc.	Shares	194SH	$15.3K
36	ELEVATION WEALTH PARTNERS, LLC	Shares	161SH	$12.7K
37	ENTRUST FINANCIAL LLC	Shares	124SH	$9.8K
38	CoreCap Advisors, LLC	Shares	120SH	$9.5K
39	MassMutual Private Wealth & Trust, FSB	Shares	116SH	$9.1K
40	FIRST HORIZON CORP	Shares	108SH	$8.5K
41	Activest Wealth Management	Shares	62SH	$4.9K
42	Cedar Mountain Advisors, LLC	Shares	59SH	$4.7K
43	Physician Wealth Advisors, Inc.	Shares	51SH	$4.0K
44	AdvisorNet Financial, Inc	Shares	37SH	$2.9K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	35SH	$2.8K
46	WOLFF WIESE MAGANA LLC	Shares	33SH	$2.6K
47	WEBSTER BANK, N. A.	Shares	31SH	$2.4K
48	True Wealth Design, LLC	Shares	26SH	$2.0K
49	HIGHLINE WEALTH PARTNERS LLC	Shares	20SH	$1.6K
50	AMALGAMATED BANK	Shares	18.5KSH	$1.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+53.7K	+$4.0M	$5.2M
2	Oak Thistle LLC new	Shares	+14.2K	+$1.1M	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.4K	+$895.5K	$1.1M
4	Curated Wealth Partners LLC new	Shares	+406.4K	+$640.3K	$640.3K
5	Farther Finance Advisors, LLC added	Shares	+6.3K	+$470.1K	$613.9K
6	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.8K	+$379.3K	$379.3K
7	Merit Financial Group, LLC new	Shares	+4.1K	+$325.2K	$325.2K
8	Sequoia Financial Advisors, LLC new	Shares	+3.7K	+$288.0K	$288.0K
9	Allegheny Financial Group new	Shares	+3.4K	+$271.8K	$271.8K
10	Apollon Wealth Management, LLC new	Shares	+2.8K	+$216.8K	$216.8K
11	Blue Trust, Inc. added	Shares	+1.1K	+$68.7K	$143.4K
12	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+730	+$57.5K	$57.5K
13	IFP Advisors, Inc added	Shares	+322	+$23.4K	$33.0K
14	SBI Securities Co., Ltd. added	Shares	+212	+$16.3K	$18.2K
15	SJS Investment Consulting Inc. added	Shares	+191	+$15.0K	$15.3K
16	SIGNATUREFD, LLC added	Shares	+351	+$14.5K	$78.1K
17	EverSource Wealth Advisors, LLC added	Shares	+288	+$7.9K	$79.7K
18	ELEVATION WEALTH PARTNERS, LLC added	Shares	+110	+$7.6K	$12.7K
19	HM PAYSON & CO added	Shares	+150	+$4.0K	$41.6K
20	Physician Wealth Advisors, Inc. new	Shares	+51	+$4.0K	$4.0K
21	WEBSTER BANK, N. A. new	Shares	+31	+$2.4K	$2.4K
22	Activest Wealth Management added	Shares	+36	+$2.3K	$4.9K
23	True Wealth Design, LLC new	Shares	+26	+$2.0K	$2.0K
24	HIGHLINE WEALTH PARTNERS LLC new	Shares	+20	+$1.6K	$1.6K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+11	+$867	$867
26	Hughes Financial Services, LLC new	Shares	+6	+$473	$473
27	Creative Capital Management Investments LLC new	Shares	+4	+$315	$315
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.2K	+$302	$826
29	Morningstar Investment Management LLC unchanged	Shares	0	$0	$569.2K
30	Steigerwald, Gordon & Koch Inc. exited	Shares	0	$0	$0
31	CX Institutional trimmed	Shares	-106	-$11	$1
32	GHP Investment Advisors, Inc. unchanged	Shares	0	-$21	$79
33	PARK AVENUE SECURITIES LLC trimmed	Shares	-14	-$77	$290
34	State of Alaska, Department of Revenue trimmed	Shares	-63	-$89	$315
35	Vermillion Wealth Management, Inc. exited	Shares	-1	-$99	$0
36	TFC Financial Management, Inc. exited	Shares	-1	-$100	$0
37	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$202	$395
38	Handelsbanken Fonder AB trimmed	Shares	-1.2K	-$423	$1.2K
39	AMALGAMATED BANK trimmed	Shares	-685	-$447	$1.5K
40	Cromwell Holdings LLC trimmed	Shares	-4	-$462	$238
41	Marquette Asset Management, LLC exited	Shares	-5	-$497	$0
42	Bogart Wealth, LLC trimmed	Shares	-4	-$521	$473
43	CoreCap Advisors, LLC added	Shares	+19	-$579	$9.5K
44	Fortitude Family Office, LLC exited	Shares	-6	-$596	$0
45	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$679	$2.6K
46	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$720	$2.8K
47	JFS WEALTH ADVISORS, LLC trimmed	Shares	-6	-$843	$949
48	AdvisorNet Financial, Inc trimmed	Shares	-1	-$860	$2.9K
49	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.2K	$4.7K
50	Raleigh Capital Management Inc. exited	Shares	-18	-$1.8K	$0

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