| 0.02% |
| 4 | STATE STREET CORP | 5.2M | $405.4M | +4.9% | 4.367% | 0.01% |
| 5 | Invesco Ltd. | 3.2M | $248.7M | -20.8% | 2.679% | 0.02% |
| 6 | MORGAN STANLEY | 2.8M | $221.7M | +10.5% | 2.388% | 0.01% |
| 7 | Boston Partners | 2.8M | $216.8M | +3.4% | 2.338% | 0.19% |
| 8 | BANK OF AMERICA CORP /DE/ | 2.7M | $214.5M | -5.9% | 2.311% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $197.3M | +0.6% | 2.124% | 0.01% |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.5M | $196.5M | -0.6% | 2.117% | 0.59% |
| 11 | SNYDER CAPITAL MANAGEMENT L P | 2.4M | $187.5M | +3.1% | 2.020% | 3.24% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $163.5M | +0.5% | 1.762% | 0.03% |
| 13 | D. E. Shaw & Co., Inc. | 2.0M | $160.0M | +7.6% | 1.724% | 0.08% |
| 14 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.9M | $151.7M | +180.9% | 1.634% | 0.56% |
| 15 | ROYAL LONDON ASSET MANAGEMENT LTD | 1.8M | $141.7M | +12.4% | 1.527% | 0.26% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.7M | $133.4M | -11.1% | 1.437% | 0.06% |
| 17 | TWO SIGMA INVESTMENTS, LP | 1.7M | $129.4M | +4.3% | 1.394% | 0.09% |
| 18 | UBS Group AG | 1.5M | $116.8M | +63.3% | 1.258% | 0.01% |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.5M | $116.7M | +1.8% | 1.257% | 0.32% |
| 20 | NORGES BANK | 1.5M | $116.1M | β | 1.251% | 0.01% |
| 21 | FIRST TRUST ADVISORS LP | 1.4M | $110.9M | -4.4% | 1.195% | 0.07% |
| 22 | ALLIANCEBERNSTEIN L.P. | 1.7M | $109.6M | -2.3% | 1.430% | 0.04% |
| 23 | Stephens Investment Management Group LLC | 1.4M | $109.0M | +14.3% | 1.174% | 1.17% |
| 24 | WELLS FARGO & COMPANY/MN | 1.4M | $108.8M | -9.5% | 1.172% | 0.02% |
| 25 | Jupiter Topco LLC | 1.3M | $105.6M | β | 1.137% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HALO β a direct measure of their conviction.
| 95.22% |
| 0.66 pp |
| $7.29B |
| +33% |
| Q4 2024 | 497 | +0.0% | 95.88% | +1.20 pp | $5.50B | 17% |
| Q3 2024 | 497 | β | 94.68% | β | $6.60B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
94 institutions opened new positions in HALO during Q2 2026, while 67 fully exited. 473 added to existing positions and 76 trimmed.
HALO institutional ownership rose by 6.30 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 38.9% of all reported 13F value in HALO, and the top 25 account for 60.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.