HE · Hawaiian Electric Industries Inc · Shareholders & Ownership

$8.33 +0.12 (+1.40%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.42B

172.73M

Volume · Oct 27 2.17M Avg daily vol (3M) 2.66M

Every disclosed holder of HE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	341	143,176,044	82.89%	Yes
Insiders (Forms 3, 4, 5)	15	612,411	0.35%	Yes
13D/G-only blocks	2	8,944,914	5.18%	Yes
Remaining	—	19,994,635	11.58%	Rest
Registered funds (N-PORT, not summed)	251	75,990,117	43.99%	No

Shares outstanding: 172,728,004, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HE

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,483,206	15.33%	+736,104	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,402,588	6.02%	+39,890	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,315,980	2.50%	+292,681	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,554,686	0.90%	+146,682	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,486,321	0.86%	-198,710	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	310,574	0.18%	+44,574	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,395,397	12.97%	+760,103	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Horizon Kinetics Inflation Beneficiaries ETF Fund S000070458 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	3,358,274	1.94%	+127,845	Jun 30, 2026	Listed Funds Trust, not summed
2.2	Horizon Kinetics Blockchain Development ETF Fund S000076848 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	67,752	0.04%	+4,672	Jun 30, 2026	Listed Funds Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,373,982	6.01%	+113,322	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,479,058	4.33%	+24,706	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,181,312	4.16%	+364,551	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,587,975	0.92%	+27,402	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	890,250	0.52%	-13,759	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	57,083	0.03%	-1,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	33,833	0.02%	+440	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,671	0.00%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,198,556	3.59%	-11,531	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,200,150	3.01%	-31,933	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Arena Holdings Management LLC 13G CIK 1770583 · Unknown · Mar 31, 2026 Rule 13d-1(c), passive investor	5,119,700	2.96%	-5,435,177	Mar 31, 2026	Rule 13d-1(c), passive investor
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,335,526	2.51%	+248,195	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,979,937	2.30%	+467,420	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Zimmer Partners, LP 13G CIK 1565854 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	3,825,214	2.21%	-11,174,786	Jun 30, 2025	Rule 13d-1(b), qualified institution
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,757,857	2.18%	-27,580	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Kinetics Paradigm Portfolio Fund S000007853 · Registered fund · Jun 30, 2026 Kinetics Portfolios Trust, not summed	3,566,000	2.06%	+62,000	Jun 30, 2026	Kinetics Portfolios Trust, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,086,280	1.79%	-257,332	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,153,585	0.67%	-46,756	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	819,178	0.47%	-7,504	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	403,464	0.23%	+44,099	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	300,198	0.17%	-19,068	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	103,277	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,662,995	1.54%	+643,695	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,761,450	1.02%	+357,672	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	385,665	0.22%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	233,366	0.14%	-59,070	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	84,893	0.05%	-9,085	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	79,477	0.05%	+1,369	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,574,951	1.49%	+11,243	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	744,814	0.43%	+76,664	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	485,754	0.28%	-63,001	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	472,373	0.27%	+5,639	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	162,073	0.09%	+20,484	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	79,096	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,501,036	1.45%	-154,144	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	391	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,382,603	1.38%	-25,158	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,375,093	1.38%	-359,042	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Kinetics Small Cap Opportunities Portfolio Fund S000007855 · Registered fund · Jun 30, 2026 Kinetics Portfolios Trust, not summed	2,012,000	1.16%	0	Jun 30, 2026	Kinetics Portfolios Trust, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,982,082	1.15%	+59,024	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,916,443	1.11%	+291,711	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	212,702	0.12%	+164,627	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	84,199	0.05%	+7,491	Jun 30, 2026	Northern Funds, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,714	0.01%	-448	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,168	0.01%	-22,254	Jul 31, 2026	FlexShares Trust, not summed
23	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,804,720	1.04%	+1,606,702	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Kinetics Market Opportunities Portfolio Fund S000007856 · Registered fund · Jun 30, 2026 Kinetics Portfolios Trust, not summed	1,612,000	0.93%	0	Jun 30, 2026	Kinetics Portfolios Trust, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,999	0.90%	+38,696	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	71,332	0.04%	+950	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	7,555	0.00%	-6,953	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,378,357	0.80%	+372,395	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,368	0.77%	+48,263	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	498,456	0.29%	+47,506	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
27.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	127,194	0.07%	-8,491	Jul 31, 2026	Principal Funds, Inc, not summed
27.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	11,052	0.01%	+5,755	Jul 31, 2026	Principal Funds, Inc, not summed
28	MAD RIVER INVESTORS 13F CIK 1384484 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,321,850	0.77%	+4,800	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,201,559	0.70%	+26,795	May 31, 2026	VANGUARD WORLD FUND, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,112	0.66%	+20,773	Jun 30, 2026	carried, not yet filed for the newest quarter
31	12 West Capital Management LP 13F CIK 1540531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,000	0.65%	-675,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,091,015	0.63%	+5,293	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SCHWARTZ INVESTMENT COUNSEL INC 13F CIK 909151 · Registered investment adviser · Sep 30, 2026	1,088,000	0.63%	+1,088,000	Sep 30, 2026
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	977,013	0.57%	-23,892	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	973,430	0.56%	-132,204	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	972,886	0.56%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	1290 VT Small Cap Value Portfolio Fund S000044687 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	954,987	0.55%	+166,382	Jun 30, 2026	EQ Advisors Trust, not summed
38	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	862,812	0.50%	+655,876	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	840,821	0.49%	-23,539	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	729,187	0.42%	-418,844	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	297,780	0.17%	-171,053	Jul 31, 2026	TIAA-CREF Funds, not summed
40.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	219,598	0.13%	+22,963	Jul 31, 2026	TIAA-CREF Funds, not summed
40.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	171,366	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	6,180	0.00%	-8,754	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,154	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
41	JNL Multi-Manager Small Cap Value Fund Fund S000001798 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	657,957	0.38%	+10,857	Jun 30, 2026	JNL Series Trust, not summed
42	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	646,672	0.37%	+153,486	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	637,096	0.37%	-7,671	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	596,851	0.35%	+4,555	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
45	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	593,105	0.34%	-24,439	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Moors & Cabot, Inc. 13F CIK 1607239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	578,331	0.33%	+50,125	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,476	0.32%	+159,545	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	468,187	0.27%	+132,158	Jun 30, 2026	Victory Portfolios II, not summed
47.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	19,897	0.01%	+176	Jul 31, 2026	Victory Portfolios III, not summed
48	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,200	0.31%	-131,000	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	516,080	0.30%	-308,190	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	159,969	0.09%	+5,000	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.2	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	79,603	0.05%	+19,381	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
49.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	27,658	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.4	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,301	0.00%	-2,272	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.5	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	249	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
50	PDT Partners, LLC 13F CIK 1564702 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	511,975	0.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

27 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 354707 CUSIP 419870100 13F (30d) 70 filings 70 filers Visit website Investor relations