Position in HQH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$620,017
+$83,902 QoQ
Shares Held
34,852
+23.1% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. HQH ranks #150 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in HQH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $620,017 | 34,852 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $536,115 | 28,306 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $434,345 | 23,529 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $444,361 | 28,687 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $426,283 | 26,249 | Shares | Sole | 2025-04-29 | |
| 2024-03-31 | $458,760 | 27,210 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $594,448 | 35,875 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $325,694 | 20,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $376,992 | 22,111 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $669,376 | 37,925 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $312,426 | 17,357 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $306,115 | 17,715 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 | $395,841 | 16,660 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $362,582 | 14,180 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $434,939 | 16,904 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $408,916 | 16,752 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $432,347 | 18,143 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $420,709 | 20,403 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $547,285 | 25,658 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $603,064 | 33,861 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||