Helios TechnologiesHLIO
13F holders, Q1 2026 (March 31)252holders +37
54new positions
17sold out
8famous investors
$64.69avg. 13F price*
At the end of Q1 2026, 252 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 37 from Q4 2025. 54 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($158.1M), Dimensional Fund Advisors LP ($104.7M) and Vanguard Portfolio Management LLC ($97.4M). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $72.9M |
| Exits | 17 | $20.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,945,915 shares bought and 4,280,402 shares sold, net −334,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 2,442,956 | $158.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 1,618,712 | $104.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,505,296 | $97.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,477,349 | $95.6M |
| Conestoga Capital Advisors, LLC | 1.71% | Reduce -14.6% | 1,325,206 | $85.8M |
| Wellington Management Group LLP | 0.02% | Reduce -34.6% | 1,306,673 | $84.6M |
| Sara-Bay Financial | 22.45% | Reduce -4.2% | 1,153,896 | $74.7M |
| Jennison Associates LLC | 0.05% | Add +30.1% | 1,035,977 | $67.0M |
| William Blair Investment Management, LLC | 0.20% | Add +58.5% | 931,008 | $60.2M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -0.0% | 925,546 | $59.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 836,831 | $54.2M |
| Wasatch Advisors LP | 0.34% | Add +35.4% | 799,008 | $51.7M |
| State Street Corp. | 0.00% | Reduce -1.0% | 788,009 | $51.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +1.6% | 782,472 | $50.6M |
| ACK Asset Management LLC | 6.30% | No change | 780,378 | $50.5M |
| Nomura Asset Management International Inc. | 0.09% | Add +523.2% | 768,660 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Add +42.3% | 739,261 | $47.8M |
| Neuberger Berman Group LLC | 0.04% | Add +1.1% | 711,798 | $46.0M |
| Vaughan Nelson Investment Management, L.P. | 0.45% | Reduce -8.7% | 693,072 | $44.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -6.6% | 544,241 | $35.2M |
| Voya Investment Management LLC | 0.04% | Add +6.2% | 516,919 | $33.4M |
| Bank of America Corp. | 0.00% | Reduce -22.5% | 510,519 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.3% | 449,101 | $29.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.6% | 448,501 | $29.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 420,051 | $27.2M |
| SG Capital Management LLC | 1.98% | Add +88.4% | 372,352 | $24.1M |
| Nuveen, LLC | 0.01% | Add +2.7% | 329,512 | $21.3M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 317,699 | $20.6M |
| Aperture Investors, LLC | 2.49% | New | 304,003 | $19.7M |
| Iat Reinsurance Co. LTD. | 8.42% | No change | 300,000 | $19.4M |
| Aberdeen Group plc | 0.03% | Add +13.1% | 289,233 | $18.7M |
| MetLife Investment Management, LLC | 0.09% | Add +0.0% | 280,107 | $18.1M |
| Royce & Associates LP | 0.17% | Reduce -26.4% | 266,109 | $17.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -19.1% | 237,885 | $15.4M |
| Kennedy Capital Management LLC | 0.31% | Reduce -49.9% | 229,108 | $14.8M |
| Invesco Ltd. | 0.00% | Add +219.5% | 219,178 | $14.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 214,246 | $13.9M |
| Driehaus Capital Management LLC | 0.09% | Reduce -33.0% | 197,968 | $12.8M |
| Jane Street Group, LLC | 0.01% | Add +21.6% | 193,363 | $12.5M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -36.9% | 180,142 | $11.7M |
| Schroder Investment Management Group | 0.01% | Reduce -41.9% | 176,130 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 161,802 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 161,769 | $10.5M |
| Castleark Management LLC | 0.34% | Add +9.3% | 160,409 | $10.4M |
| Sei Investments Co. | 0.01% | Add +3.6% | 155,477 | $10.1M |
| Leeward Investments, LLC - MA | 0.48% | New | 149,265 | $9.7M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -22.3% | 148,950 | $9.6M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 140,339 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -15.8% | 132,503 | $8.6M |
| Fifth Third Bancorp | 0.02% | Add +17367.4% | 129,783 | $8.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.7% | 127,436 | $8.2M |
| Hillsdale Investment Management Inc. | 0.20% | New | 113,020 | $7.3M |
| Citadel Advisors | 0.01% | Reduce -3.5% | 110,616 | $7.2M |
| Trexquant Investment LP | 0.05% | Add +99.0% | 104,607 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +119.9% | 93,614 | $6.1M |
| American Century Companies Inc. | 0.00% | Reduce -54.7% | 79,821 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.3% | 75,030 | $4.9M |
| Gabelli Funds LLC | 0.03% | Reduce -23.4% | 74,943 | $4.8M |
| Point72 Asset Management | 0.01% | New | 70,467 | $4.6M |
| Congress Asset Management Co. | 0.03% | Add +16.2% | 70,353 | $4.6M |
| Swiss National Bank | 0.00% | No change | 65,400 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 64,188 | $4.2M |
| Granite Investment Partners, LLC | 0.24% | Reduce -29.2% | 61,397 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.9% | 56,546 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.4% | 54,409 | $3.5M |
| D. E. Shaw & Co. | 0.00% | New | 52,938 | $3.4M |
| AQR Capital Management | 0.00% | Add +101.3% | 52,599 | $3.4M |
| HRT Financial LP | 0.01% | New | 52,408 | $3.4M |
| King Luther Capital Management Corp. | 0.01% | Add +0.1% | 52,325 | $3.4M |
| UBS Group AG | 0.00% | Reduce -39.8% | 45,857 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.9% | 45,391 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 45,348 | $2.9M |
| Rice Hall James & Associates, LLC | 0.16% | Add +0.0% | 44,461 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 44,301 | $2.9M |
| GHP Investment Advisors, Inc. | 0.11% | Add +1.3% | 42,608 | $2.8M |
| Dark Forest Capital Management LP | 0.24% | Add +43.3% | 41,939 | $2.7M |
| Creative Planning | 0.00% | Add +19.1% | 41,338 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +25.4% | 39,794 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +24886.1% | 35,980 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.9% | 35,854 | $2.3M |
| Millennium Management | 0.00% | Reduce -18.4% | 34,730 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +32.0% | 34,253 | $2.1M |
| Occudo Quantitative Strategies LP | 0.11% | New | 29,471 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +26.5% | 30,980 | $2.0M |
| Atom Investors LP | 0.14% | New | 30,521 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 30,519 | $2.0M |
| Lazard Asset Management LLC | 0.00% | New | 30,382 | $2.0M |
| Barclays PLC | 0.00% | Reduce -44.4% | 30,204 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -57.6% | 30,037 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 29,223 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | Add +7.5% | 28,386 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -17.0% | 28,290 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +156.8% | 28,066 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.9% | 33,186 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +193.5% | 27,000 | $1.7M |
| Centiva Capital, LP | 0.08% | New | 25,886 | $1.7M |
| FMR LLC | 0.00% | Add +2.6% | 25,357 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +1.1% | 25,021 | $1.6M |
| Credit Agricole S A | 0.01% | Reduce -3.6% | 24,100 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -51.3% | 23,620 | $1.5M |
| EntryPoint Capital, LLC | 0.45% | Add +37.9% | 23,600 | $1.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -34.3% | 22,953 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -22.5% | 22,504 | $1.5M |
| XTX Topco Ltd | 0.02% | Add +208.5% | 22,046 | $1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 21,942 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +65.8% | 21,869 | $1.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -98.0% | 19,800 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.3% | 19,197 | $1.2M |
| Ostrum Asset Management | 0.07% | Reduce -24.1% | 18,560 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +4.2% | 18,018 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.06% | New | 17,366 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +29.5% | 17,327 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +79.3% | 17,166 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 17,074 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.6% | 15,631 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 15,564 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 15,430 | $998K |
| Bridgeway Capital Management, LLC | 0.02% | New | 15,000 | $971K |
| US Bancorp \de | 0.00% | Add +15.6% | 14,664 | $949K |
| Wells Fargo & Company | 0.00% | Reduce -61.0% | 14,646 | $948K |
| Quantinno Capital Management LP | 0.00% | Add +22.8% | 14,475 | $937K |
| STRS Ohio | 0.00% | New | 13,800 | $893K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +34.9% | 13,633 | $882K |
| Quadrature Capital Ltd | 0.01% | New | 13,578 | $879K |
| GAMCO Investors | 0.01% | Reduce -74.5% | 13,045 | $844K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +92.5% | 12,885 | $834K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 12,820 | $830K |
| Two Sigma Investments, LP | 0.00% | New | 12,437 | $805K |
| Teacher Retirement System of Texas | 0.00% | Add +65.4% | 11,497 | $744K |
| New York State Common Retirement Fund | 0.00% | Reduce -63.2% | 11,380 | $736K |
| Calamos Advisors LLC | 0.00% | New | 10,940 | $708K |
| Sterling Capital Management LLC | 0.01% | Reduce -60.4% | 10,828 | $701K |
| Renaissance Technologies | 0.00% | Reduce -55.7% | 10,400 | $673K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.1% | 10,031 | $649K |
| Aquatic Capital Management LLC | 0.02% | New | 9,945 | $644K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 9,362 | $606K |
| Man Group plc | 0.00% | New | 9,359 | $606K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +84.0% | 9,332 | $604K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $601K |
| Quantedge Capital Pte Ltd | 0.33% | New | 9,200 | $595K |
| Jump Financial, LLC | 0.01% | New | 9,185 | $594K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 9,108 | $589K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -11.0% | 8,819 | $571K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,797 | $569K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,537 | $552K |
| Intech Investment Management LLC | 0.01% | Reduce -33.5% | 8,474 | $548K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 8,224 | $532K |
| BNP Paribas Financial Markets | 0.00% | Add +5.3% | 8,130 | $526K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.9% | 7,997 | $517K |
| Avalon Trust Co | 0.04% | No change | 7,901 | $511K |
| Inspire Investing, LLC | 0.03% | Reduce -10.0% | 7,885 | $510K |
| Bridgefront Capital, LLC | 0.12% | New | 7,711 | $499K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -48.2% | 7,523 | $487K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 7,300 | $472K |
| Aviance Capital Partners, LLC | 0.05% | No change | 7,087 | $459K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 7,068 | $457K |
| TradeLink Capital LLC | 3.43% | New | 7,013 | $454K |
| Virtu Financial LLC | 0.02% | New | 6,892 | $446K |
| LPL Financial LLC | 0.00% | Add +19.6% | 6,801 | $440K |
| Bridgewater Associates | 0.00% | New | 6,524 | $422K |
| Clean Yield Group | 0.11% | Reduce -2.3% | 6,307 | $408K |
| Fox Run Management, L.L.C. | 0.07% | New | 6,353 | $399K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.1% | 5,971 | $386K |
| Keybank National Association | 0.00% | Add +39.2% | 5,767 | $373K |
| Magnetar Financial LLC | 0.00% | New | 5,445 | $352K |
| Mariner, LLC | 0.00% | New | 5,258 | $340K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $336K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.1% | 5,115 | $331K |
| Boston Partners | 0.00% | Reduce -25.9% | 4,986 | $323K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 4,810 | $311K |
| R Squared Ltd | 0.15% | New | 4,336 | $281K |
| Prelude Capital Management, LLC | 0.02% | New | 4,250 | $275K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -38.6% | 4,171 | $270K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -4.0% | 4,017 | $260K |
| Ieq Capital, LLC | 0.00% | No change | 3,901 | $252K |
| Amundi | 0.00% | New | 3,859 | $250K |
| Truvestments Capital LLC | 0.04% | No change | 3,750 | $243K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,750 | $243K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,665 | $237K |
| Inspire Advisors, LLC | 0.02% | New | 3,654 | $236K |
| Contravisory Investment Management, Inc. | 0.05% | New | 3,644 | $236K |
| Citigroup Inc. | 0.00% | Reduce -9.0% | 3,524 | $228K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,522 | $228K |
| M&T Bank Corp | 0.00% | New | 3,520 | $227K |
| Cetera Investment Advisers | 0.00% | Reduce -12.8% | 3,418 | $221K |
| Compound Planning, Inc. | 0.01% | New | 3,382 | $219K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,190 | $206K |
| Xponance LLC | 0.00% | New | 3,128 | $202K |
| Farringdon Capital, Ltd. | 0.04% | New | 3,105 | $201K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,899 | $189K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.6% | 2,777 | $180K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,772 | $179K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +45.7% | 2,499 | $162K |
| Cwm, LLC | 0.00% | Add +22.8% | 2,345 | $152K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,848 | $119K |
| Bessemer Group Inc. | 0.00% | Reduce -99.4% | 1,555 | $101K |
| Jones Financial Companies LLLP | 0.00% | Add +736.5% | 1,397 | $90K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 1,367 | $88K |
| KBC Group NV | 0.00% | No change | 1,333 | $86K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -34.8% | 1,272 | $82K |
| Versant Capital Management, Inc | 0.01% | No change | 1,077 | $70K |
| Triumph Capital Management | 0.01% | No change | 700 | $45K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 625 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.1% | 589 | $38K |
| Signaturefd, LLC | 0.00% | No change | 486 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +900.0% | 440 | $30K |
| Quarry LP | 0.01% | Add +308.9% | 458 | $30K |
| NewEdge Advisors, LLC | 0.00% | New | 441 | $29K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +12.4% | 400 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 380 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 321 | $21K |
| Allworth Financial LP | 0.00% | Add +23.4% | 317 | $20K |
| USA Financial Formulas | 0.00% | New | 274 | $18K |
| GAMMA Investing LLC | 0.00% | Add +20.9% | 266 | $17K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -93.4% | 260 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 250 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 224 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 194 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.2% | 194 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +104.5% | 180 | $12K |
| Huntington National Bank | 0.00% | No change | 171 | $11K |
| Whittier Trust Co. | 0.00% | Add +11.1% | 160 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -97.9% | 160 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $10K |
| Arax Advisory Partners | 0.00% | Add +57.6% | 134 | $9K |
| Optiver Holding B.V. | 0.00% | Add +59.5% | 134 | $9K |
| Wall Street Financial Group, Inc. | 0.01% | New | 133 | $9K |
| Rothschild Investment LLC | 0.00% | Add +19.1% | 112 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -52.4% | 100 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $6K |
| MAI Capital Management | 0.00% | New | 87 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 78 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 56 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 56 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 54 | $3K |
| Larson Financial Group LLC | 0.00% | Add +14.3% | 48 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 46 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 42 | $3K |
| Sapience Investments, LLC | 0.30% | New | 36 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 36 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -91.9% | 29 | $2K |
| Essential Partners LLC | 0.00% | No change | 29 | $2K |
| Mather Group, Llc. | 0.00% | New | 25 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +61.5% | 21 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 19 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 17 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 14 | $906 |
| Root Financial Partners, LLC | 0.00% | Add +333.3% | 13 | $841 |
| SJS Investment Consulting Inc. | 0.00% | New | 11 | $712 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $648 |
| Assetmark, Inc. | 0.00% | New | 5 | $324 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.