As of the latest SEC filings, HARGREAVES SERVICES PLC (HSP) is held by 16 institutional funds. The largest fund shareholder is AMG Yacktman Special Opportunities Fund (YASSX), holding an estimated $826,618.64 in market value, representing 3.12% of its portfolio.
Funds holding HARGREAVES SERVICES PLC (HSP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HSP
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
YASSX
AMG Yacktman Special Opportunities Fund
|
MF | Independent / Boutique | 3.12% | $826,618.64 | 84,395 | Mar 31, 2026 | Jun 1, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.07% | $725,925.50 | 74,390 | Mar 31, 2026 | Jun 1, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $436,551.76 | 40,490 | Apr 30, 2026 | Jun 24, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.06% | $275,273.99 | 28,209 | Mar 31, 2026 | Jun 1, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.00% | $241,650.76 | 22,413 | Apr 30, 2026 | Jun 26, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $222,178.86 | 20,607 | Apr 30, 2026 | Jun 24, 2026 |
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $216,831.13 | 20,111 | Apr 30, 2026 | Jun 24, 2026 |
|
DFE
WisdomTree Europe SmallCap Dividend Fund
|
ETF | WisdomTree | 0.12% | $190,249.27 | 19,496 | Mar 31, 2026 | Jun 1, 2026 |
|
DTH
WisdomTree International High Dividend Fund
|
ETF | WisdomTree | 0.03% | $166,731.59 | 17,086 | Mar 31, 2026 | Jun 1, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.01% | $104,302.34 | 9,674 | Apr 30, 2026 | Jun 24, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $84,259.13 | 7,815 | Apr 30, 2026 | Jun 24, 2026 |
|
DWUSX
World ex U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $75,903.30 | 7,040 | Apr 30, 2026 | Jun 24, 2026 |
|
-
LVIP Dimensional International Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $23,654.06 | 2,415 | Mar 31, 2026 | May 18, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.00% | $15,342.39 | 1,423 | Apr 30, 2026 | Jun 24, 2026 |
|
NTKLX
VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND
|
MF | Voya | 0.00% | $10,690.91 | 992 | Apr 30, 2026 | Jun 22, 2026 |
|
HAORX
Harbor International Core Fund
|
MF | Independent / Boutique | 0.00% | $2,846.38 | 264 | Apr 30, 2026 | Jun 26, 2026 |
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