As of the latest SEC filings, Hamilton Lane INC (HLNE) is held by 418 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $134,475,973.80 in market value, representing 0.13% of its portfolio.
Funds holding Hamilton Lane INC (HLNE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HLNE
- CIK:
- 0001433642
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.13% | $134,475,973.80 | 1,352,877 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $124,934,667.20 | 1,256,888 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $90,626,459.00 | 911,735 | Mar 31, 2026 | May 28, 2026 |
|
VMACX
Virtus KAR Mid-Cap Core Fund
|
MF | Duff & Phelps / Virtus | 2.90% | $56,427,789.60 | 567,684 | Mar 31, 2026 | Jun 1, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.07% | $53,099,678.80 | 534,202 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 1.71% | $50,999,655.00 | 513,075 | Mar 31, 2026 | May 5, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.13% | $50,689,030.00 | 509,950 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $45,375,503.60 | 456,494 | Mar 31, 2026 | May 28, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.45% | $38,932,005.42 | 370,993 | Feb 28, 2026 | Apr 24, 2026 |
|
VKSAX
Virtus KAR Small-Mid Cap Core Fund
|
MF | Duff & Phelps / Virtus | 2.54% | $36,451,371.60 | 366,714 | Mar 31, 2026 | May 29, 2026 |
|
PMDAX
Small-MidCap Dividend Income Fund
|
MF | Independent / Boutique | 1.84% | $31,889,062.26 | 303,879 | Feb 28, 2026 | Apr 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.13% | $30,614,106.60 | 307,989 | Mar 31, 2026 | Jun 1, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.33% | $30,349,702.60 | 305,329 | Mar 31, 2026 | May 22, 2026 |
|
XMHQ
Invesco S&P MidCap Quality ETF
|
ETF | Invesco | 0.58% | $30,023,788.19 | 326,381 | Apr 30, 2026 | Jun 26, 2026 |
|
ANOIX
Small Cap Growth Fund
|
MF | American Century | 0.58% | $29,536,793.13 | 321,087 | Apr 30, 2026 | Jun 26, 2026 |
|
CIPMX
Champlain MidCap Fund
|
MF | Independent / Boutique | 1.36% | $28,925,400.00 | 291,000 | Mar 31, 2026 | May 29, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 1.36% | $27,137,693.93 | 295,007 | Apr 30, 2026 | Jun 22, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 1.28% | $26,876,603.16 | 256,114 | Feb 28, 2026 | Apr 24, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.28% | $25,979,283.40 | 261,361 | Mar 31, 2026 | May 28, 2026 |
|
CFMSX
Column Mid Cap Select Fund
|
MF | Independent / Boutique | 0.83% | $24,918,212.88 | 237,452 | Feb 28, 2026 | Apr 23, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 1.22% | $24,382,869.40 | 265,060 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.06% | $22,614,045.30 | 215,495 | Feb 28, 2026 | Apr 24, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.42% | $21,927,540.60 | 220,599 | Mar 31, 2026 | May 29, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.27% | $21,765,021.60 | 218,964 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.10% | $20,850,213.78 | 198,687 | Feb 28, 2026 | Apr 24, 2026 |
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