A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

Who holds HLIHOULIHAN LOKEY

35 funds on our shelf carry HOULIHAN LOKEY — heaviest hand: KCE at 1.60% of its book.

FundWeightFund assetsShares held
KCEState Street SPDR S&P Capital Markets ETFINDEX1.60%$523M50,135
GRPMInvesco S&P MidCap 400 GARP ETFINDEX1.10%$498M42,898
XMHQInvesco S&P MidCap Quality ETFINDEX0.96%$5.4B408,183
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFINDEX0.59%$1.4B65,729
CZAInvesco Zacks Mid-Cap ETFINDEX0.47%$173M6,334
SQLTiShares MSCI USA Small-Cap Quality Factor ETF0.37%—195
ISCFiShares MSCI Intl Small-Cap Multifactor ETFINDEX0.29%$682M517,594
ISCGiShares Morningstar Small-Cap Growth ETFINDEX0.23%$974M17,311
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.22%$414M7,114
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.21%$631M10,266
IVOGVanguard S&P Mid-Cap 400 Growth Index FundINDEX0.21%$1.1B28,044
VBKVanguard Small Cap Growth Index FundINDEX0.21%$17.7B716,736
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.21%$413M7,345
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.21%$271M4,400
MDYGSPDR S&P 400 Mid Cap Growth ETFINDEX0.21%$2.8B45,049
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.20%$18.2B286,538
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.20%$2.2B89,321
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.20%$923M22,046
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.20%$2.7B42,064
IJKiShares S&P Mid-Cap 400 Growth ETFINDEX0.19%$10.5B167,922
IJHiShares Core S&P Mid-Cap ETFINDEX0.18%$122.8B1,875,392
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.18%$8.5B129,602
ISVLiShares International Developed Small Cap Value Factor ETFINDEX0.15%$339M133,424
IYFiShares U.S. Financials ETFINDEX0.11%$4B33,363
IYGiShares U.S. Financial Services ETFINDEX0.10%$2.1B16,632
VFHVanguard Financials Index FundINDEX0.08%$10.3B88,178
GWXSPDR S&P International Small Cap ETFINDEX0.04%$927M101,225
PDNInvesco RAFI Developed Markets ex-U.S. Small-Mid ETFINDEX0.04%$352M38,188
SCZiShares MSCI EAFE Small-Cap ETFINDEX0.03%$13.1B918,750
VIGVanguard Div Appreciation ETFINDEX0.03%$84.8B306,926
VSSVanguard FTSE All-World ex-US Small Capital Index FundINDEX0.02%$8.8B990,782
IPACiShares Core MSCI Pacific ETFINDEX0.01%$2.8B85,751
WSMLiShares MSCI World Small-Cap ETF0.01%—15,930
IEFAiShares Core MSCI EAFE ETFINDEX0.01%$190.2B0
SPGMState Street SPDR Portfolio MSCI Global Stock Market ETFINDEX0.00%$1.8B12,477

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.