Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
615 institutional managers reported holding HALO for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 40%. 91 opened new positions; 77 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 13.27M | 10.80% | $857.1M | added +0.8% | ≤2013 |
| Vanguard Group | 11.49M | 9.35% | $742.3M | trimmed -0.9% | ≤2013 |
| State Street | 4.94M | 4.02% | $319.1M | trimmed -3.6% | ≤2013 |
| Invesco | 4.01M | 3.27% | $259.3M | added +10% | 2015 Q2 |
| Bank OF America CORP /DE/ | 2.91M | 2.37% | $188.2M | added +6.6% | ≤2013 |
| Boston Partners | 2.68M | 2.18% | $173.4M | added +451% | 2023 Q3 |
| Morgan Stanley | 2.56M | 2.08% | $165.6M | trimmed -3.6% | ≤2013 |
| William Blair Investment Management, LLC | 2.53M | 2.06% | $163.2M | added +37.1% | 2025 Q4 |
| Geode Capital | 2.51M | 2.04% | $161.9M | added +3% | ≤2013 |
| Snyder Capital Management L P | 2.32M | 1.89% | $150.1M | trimmed -3.2% | 2016 Q1 |
| Dimensional Fund Advisors | 2.08M | 1.69% | $134.4M | trimmed -1.2% | 2018 Q1 |
| Arrowstreet Capital | 1.92M | 1.56% | $123.9M | trimmed -40.5% | 2023 Q3 |
| D. E. Shaw | 1.87M | 1.52% | $120.7M | added +13.3% | 2016 Q3 |
| AllianceBernstein | 1.74M | 1.41% | $112.2M | trimmed -5.4% | ≤2013 |
| Royal London Asset Management LTD | 1.61M | 1.31% | $104.1M | added +17.4% | 2025 Q1 |
| Jupiter Asset Management LTD | 1.61M | 1.31% | $103.9M | added +2.5% | 2025 Q1 |
| Two Sigma | 1.58M | 1.29% | $102.4M | added +120.9% | 2024 Q1 |
| Wells Fargo & COMPANY/MN | 1.54M | 1.25% | $99.2M | added +9.3% | ≤2013 |
| First Trust Advisors LP | 1.48M | 1.21% | $95.8M | added +46.5% | 2016 Q4 |
| Fuller & Thaler Asset Management, INC. | 1.47M | 1.19% | $94.7M | added +6.2% | 2023 Q2 |
| UBS | 1.44M | 1.17% | $93.2M | trimmed -31.3% | ≤2013 |
| Gw&k Investment Management, LLC | 1.39M | 1.13% | $90.1M | added +11.1% | 2020 Q4 |
| LSV Asset Management | 1.37M | 1.12% | $88.6M | added +5.4% | 2023 Q4 |
| Mizuho Markets Americas LLC | 1.32M | 1.08% | $85.5M | added +4.3% | 2022 Q3 |
| Charles Schwab Investment Management | 1.29M | 1.05% | $83.3M | added +3.8% | ≤2013 |
| Congress Asset Management CO | 1.28M | 1.04% | $82.7M | trimmed -1.7% | 2023 Q2 |
| Janus Henderson | 1.23M | 1.00% | $79.7M | added +42.8% | 2020 Q3 |
| Stephens Investment Management Group LLC | 1.22M | 0.99% | $78.7M | unchanged | 2020 Q2 |
| Nomura Asset Management International INC. | 1.19M | 0.97% | $76.7M | trimmed -22.6% | 2025 Q4 |
| TD Asset Management INC | 1.17M | 0.95% | $75.5M | added +25.4% | 2022 Q4 |
| Franklin Resources | 1.16M | 0.94% | $74.8M | trimmed -4.4% | 2020 Q4 |
| Epoch Investment Partners, INC. | 1.14M | 0.93% | $73.6M | added +113.4% | 2022 Q4 |
| Federated Hermes, INC. | 1.12M | 0.91% | $72.6M | trimmed -28.7% | 2015 Q2 |
| Caisse de depot et placement du Quebec | 1.12M | 0.91% | $72.4M | trimmed -8.4% | 2024 Q3 |
| Northern Trust | 1.11M | 0.90% | $71.8M | added +1.4% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.06M | 0.86% | $68.2M | added +34.6% | ≤2013 |
| AQR Capital | 1.02M | 0.83% | $65.7M | trimmed -12.3% | ≤2013 |
| BNY Mellon | 983.8k | 0.80% | $63.6M | added +2.4% | ≤2013 |
| Capital Group (American Funds) | 871.9k | 0.71% | $56.3M | trimmed -0.9% | 2024 Q4 |
| Jane Street | 831.7k | 0.68% | $53.7M | added +406.1% | 2017 Q2 |
| Jacobs Levy Equity Management, INC | 789.4k | 0.64% | $51.0M | trimmed -10% | 2025 Q1 |
| Gotham Asset Management | 746.8k | 0.61% | $48.3M | added +69.8% | 2019 Q2 |
| Renaissance Technologies | 731.8k | 0.60% | $47.3M | added +30.1% | 2017 Q4 |
| Goldman Sachs | 730.1k | 0.59% | $47.2M | added +59.4% | ≤2013 |
| LOS Angeles Capital Management LLC | 689.9k | 0.56% | $44.6M | trimmed -37% | 2017 Q3 |
| Boston Trust Walden CORP | 679.6k | 0.55% | $43.9M | trimmed -13.1% | 2024 Q2 |
| Royal Bank OF Canada | 658.3k | 0.54% | $42.5M | added +6.6% | ≤2013 |
| Nuveen | 592.1k | 0.48% | $38.3M | trimmed -15.4% | 2019 Q2 |
| ArrowMark Colorado Holdings LLC | 569.8k | 0.46% | $36.8M | trimmed -9% | 2023 Q1 |
| Bridgewater Associates | 511.4k | 0.42% | $33.0M | trimmed -8.9% | 2025 Q3 |
Largest 50 of 615 shown; the full ranked, searchable register is at boothcheck.com/holders/HALO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.