Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
244 institutional managers reported holding HOPE for the quarter ended Mar 31, 2026. Together they hold about 92% of shares outstanding; the top 10 hold 62%. 29 opened new positions; 34 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 18.24M | 14.17% | $204.0M | unchanged | 2016 Q3 |
| Vanguard Group | 14.18M | 11.02% | $158.5M | added +2.1% | 2016 Q3 |
| Wellington Management | 9.99M | 7.76% | $111.7M | trimmed -8.8% | 2023 Q4 |
| Dimensional Fund Advisors | 7.37M | 5.72% | $82.4M | added +4.5% | 2016 Q3 |
| State Street | 7.33M | 5.69% | $81.9M | added +10.3% | 2016 Q2 |
| HoldCo Asset Management, LP (focused) | 6.26M | 4.87% | $70.0M | added +109% | 2025 Q4 |
| Fuller & Thaler Asset Management, INC. | 5.92M | 4.60% | $66.2M | trimmed -2.6% | 2016 Q2 |
| Nomura Asset Management International INC. | 4.43M | 3.44% | $49.6M | unchanged | 2025 Q4 |
| American Century Companies INC | 3.27M | 2.54% | $36.5M | added +4.8% | 2019 Q4 |
| Geode Capital | 3.24M | 2.52% | $36.2M | added +2.6% | 2016 Q3 |
| Frontier Capital Management CO LLC | 3.02M | 2.35% | $33.8M | trimmed -4.2% | 2024 Q1 |
| UBS | 2.97M | 2.31% | $33.2M | added +33.7% | 2016 Q3 |
| Two Sigma | 2.92M | 2.27% | $32.7M | added +120.7% | 2021 Q2 |
| Rhino Investment Partners, INC (focused) | 2.60M | 2.02% | $29.0M | added +9.9% | 2024 Q3 |
| Charles Schwab Investment Management | 2.12M | 1.65% | $23.7M | trimmed -2.3% | 2016 Q3 |
| Goldman Sachs | 1.80M | 1.40% | $20.1M | added +37.4% | 2016 Q3 |
| Morgan Stanley | 1.74M | 1.35% | $19.4M | trimmed -2% | 2016 Q3 |
| LSV Asset Management | 1.51M | 1.18% | $16.9M | added +1.8% | 2016 Q3 |
| Northern Trust | 1.45M | 1.13% | $16.3M | added +4.2% | 2016 Q3 |
| Hotchkis & Wiley Capital Management LLC | 1.14M | 0.88% | $12.7M | trimmed -3.8% | 2017 Q3 |
| Bank OF America CORP /DE/ | 989.0k | 0.77% | $11.1M | added +16.9% | 2016 Q3 |
| Bridgeway Capital Management, LLC | 809.9k | 0.63% | $9.1M | added +2.1% | 2018 Q4 |
| BNY Mellon | 761.5k | 0.59% | $8.5M | trimmed -7.2% | 2016 Q3 |
| Renaissance Technologies | 657.6k | 0.51% | $7.4M | added +1.4% | 2021 Q2 |
| Principal Financial Group INC | 623.1k | 0.48% | $7.0M | added +2% | 2016 Q4 |
| Gamco Investors, INC. et al | 570.0k | 0.44% | $6.4M | unchanged | 2016 Q3 |
| AQR Capital | 501.3k | 0.39% | $5.6M | added +18.6% | 2016 Q3 |
| Empowered Funds, LLC | 496.6k | 0.39% | $5.6M | added +3.5% | 2023 Q2 |
| Invesco | 476.2k | 0.37% | $5.3M | trimmed -3.5% | 2016 Q3 |
| FMR (Fidelity) | 471.8k | 0.37% | $5.3M | trimmed -16.5% | 2016 Q3 |
| Public Sector Pension Investment Board | 458.7k | 0.36% | $5.1M | added +3.2% | 2016 Q3 |
| Millennium Management | 458.3k | 0.36% | $5.1M | added +17.8% | 2016 Q3 |
| AllianceBernstein | 455.8k | 0.35% | $5.1M | unchanged | 2016 Q3 |
| Dana Investment Advisors, INC. | 421.5k | 0.33% | $4.7M | unchanged | 2024 Q1 |
| Rhumbline Advisers | 374.8k | 0.29% | $4.2M | added +1.1% | 2016 Q3 |
| Ameriprise Financial INC | 363.8k | 0.28% | $4.1M | trimmed -9.8% | 2016 Q3 |
| Voya Investment Management LLC | 347.0k | 0.27% | $3.9M | added +21.4% | 2016 Q3 |
| First Trust Advisors LP | 346.2k | 0.27% | $3.9M | added +90.1% | 2016 Q3 |
| Nuveen | 311.2k | 0.24% | $3.5M | added +15.2% | 2019 Q2 |
| Legal & General Group PLC | 302.7k | 0.23% | $3.4M | trimmed -4.3% | 2016 Q3 |
| GAMCO (Gabelli) | 270.0k | 0.21% | $3.0M | unchanged | 2016 Q3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 264.3k | 0.20% | $3.0M | trimmed -1.7% | 2024 Q4 |
| Swiss National Bank | 240.2k | 0.19% | $2.7M | unchanged | 2016 Q3 |
| Jain Global LLC | 239.6k | 0.19% | $2.7M | opened | 2026 Q1 |
| O'shaughnessy Asset Management, LLC | 219.1k | 0.17% | $2.4M | trimmed -13.2% | 2022 Q2 |
| Prudential Financial INC | 211.1k | 0.16% | $2.4M | added +5.9% | 2016 Q3 |
| Maltese Capital Management LLC | 167.5k | 0.13% | $1.9M | added +59.5% | 2024 Q1 |
| T. Rowe Price | 163.6k | 0.13% | $1.8M | added +21.9% | 2016 Q3 |
| Bridge City Capital, LLC | 163.6k | 0.13% | $1.8M | trimmed -0.5% | 2017 Q2 |
| Quantinno Capital Management LP | 158.5k | 0.12% | $1.8M | added +53.8% | 2024 Q2 |
Largest 50 of 244 shown; the full ranked, searchable register is at boothcheck.com/holders/HOPE. 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.