Position in INV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$50,943
New position
Shares Held
13,029
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Mar 31, 2026R Squared Ltd holds $4,012,530 across 13 Asset Management names. INV ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VINP |
Vinci Compass Investments Ltd.
|
52,686 | $555,837 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
55,401 | $505,811 | |
| 3 | WT |
WisdomTree, Inc.
|
30,895 | $449,831 | |
| 4 | TRIN |
Trinity Capital Inc.
|
27,361 | $402,480 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
8,970 | $332,876 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,093 | $302,433 | |
| 7 | STT |
State Street Corp
|
2,306 | $291,847 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
5,499 | $282,483 |
All Filings in INV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,943 | 13,029 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||