Helios TechnologiesHLIO
13F holders, Q2 2026 (June 30)285holders +33
56new positions
23sold out
8famous investors
$88.79avg. 13F price*
At the end of Q2 2026, 285 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 33 from Q1 2026. 56 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($231.4M), Vanguard Portfolio Management LLC ($146.5M) and Dimensional Fund Advisors LP ($138.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $86.5M |
| Exits | 23 | $95.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,046,753 shares bought and 4,148,098 shares sold, net −101,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| BlackRock, Inc. | 0.00% | Add +6.1% | 2,592,872 | $231.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +9.0% | 1,641,106 | $146.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.3% | 1,549,341 | $138.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.0% | 1,462,106 | $130.5M |
| Sara-Bay Financial | 27.26% | Reduce -0.6% | 1,146,658 | $102.3M |
| Conestoga Capital Advisors, LLC | 2.11% | Reduce -18.2% | 1,084,345 | $96.8M |
| Invesco Ltd. | 0.01% | Add +394.1% | 1,083,038 | $96.7M |
| Geode Capital Management, LLC | 0.00% | Add +17.0% | 979,448 | $87.4M |
| Jennison Associates LLC | 0.05% | Reduce -5.6% | 977,554 | $87.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.7% | 918,909 | $82.0M |
| Wellington Management Group LLP | 0.01% | Reduce -32.1% | 887,417 | $79.2M |
| State Street Corp. | 0.00% | Add +6.8% | 841,953 | $75.1M |
| William Blair Investment Management, LLC | 0.22% | Reduce -10.4% | 834,221 | $74.5M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -0.4% | 779,227 | $69.5M |
| Neuberger Berman Group LLC | 0.05% | Add +7.0% | 761,883 | $68.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 743,426 | $66.4M |
| Nomura Asset Management International Inc. | 0.10% | Reduce -6.5% | 718,688 | $64.1M |
| ACK Asset Management LLC | 7.10% | Reduce -12.7% | 681,000 | $60.8M |
| Wasatch Advisors LP | 0.39% | Reduce -17.4% | 660,085 | $58.9M |
| Nuveen, LLC | 0.01% | Add +53.9% | 507,047 | $45.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 449,107 | $40.1M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 411,128 | $36.7M |
| Jupiter Topco LLC | 0.01% | — | 408,245 | $36.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.9% | 407,860 | $36.4M |
| Aberdeen Group plc | 0.05% | Add +37.4% | 397,396 | $35.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -27.3% | 395,605 | $35.3M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 334,725 | $29.9M |
| Driehaus Capital Management LLC | 0.15% | Add +51.3% | 299,426 | $26.7M |
| MetLife Investment Management, LLC | 0.11% | Add +1.2% | 283,541 | $25.3M |
| Aperture Investors, LLC | 2.56% | Reduce -11.0% | 270,566 | $24.1M |
| FMR LLC | 0.00% | Add +962.5% | 269,417 | $24.0M |
| Royce & Associates LP | 0.18% | Reduce -5.2% | 252,199 | $22.5M |
| Kennedy Capital Management LLC | 0.35% | Reduce -2.8% | 222,678 | $19.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.7% | 222,079 | $19.8M |
| Morgan Stanley | 0.00% | Add +55.7% | 218,478 | $19.5M |
| Leeward Investments, LLC - MA | 0.85% | Add +40.0% | 209,025 | $18.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -15.3% | 201,486 | $18.0M |
| Jane Street Group, LLC | 0.01% | Reduce -5.5% | 182,632 | $16.3M |
| Susquehanna International Group, LLP | 0.01% | Add +93.5% | 181,107 | $16.2M |
| Citadel Advisors | 0.01% | Add +52.1% | 168,281 | $15.0M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 167,182 | $14.9M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -8.3% | 165,273 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 151,333 | $13.5M |
| Iat Reinsurance Co. LTD. | 10.65% | No change | 300,000 | $13.4M |
| Point72 Asset Management | 0.02% | Add +106.4% | 145,455 | $13.0M |
| Tudor Investment Corporation | 0.05% | New | 141,953 | $12.7M |
| Mackenzie Financial Corp. | 0.01% | New | 138,268 | $12.3M |
| UBS Group AG | 0.00% | Add +200.6% | 137,859 | $12.3M |
| Intrinsic Edge Capital Management LLC | 1.43% | New | 130,000 | $11.6M |
| Hillsdale Investment Management Inc. | 0.26% | Add +11.5% | 126,040 | $11.2M |
| Castleark Management LLC | 0.30% | Reduce -21.8% | 125,409 | $11.2M |
| Congress Asset Management Co. | 0.07% | Add +78.0% | 125,225 | $11.2M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -19.5% | 119,900 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +107.5% | 109,843 | $9.8M |
| Fifth Third Bancorp | 0.02% | Reduce -15.4% | 109,729 | $9.8M |
| Sei Investments Co. | 0.01% | Reduce -36.3% | 99,109 | $8.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -26.5% | 97,433 | $8.7M |
| Public Sector Pension Investment Board | 0.02% | New | 94,566 | $8.4M |
| AQR Capital Management | 0.00% | Add +58.0% | 83,114 | $7.4M |
| American Century Companies Inc. | 0.00% | Add +2.9% | 82,141 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +119.5% | 75,187 | $6.8M |
| Trexquant Investment LP | 0.04% | Reduce -31.2% | 72,014 | $6.4M |
| Swiss National Bank | 0.00% | Add +1.5% | 66,400 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 64,703 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +652.6% | 64,251 | $5.7M |
| King Luther Capital Management Corp. | 0.02% | Add +16.5% | 60,939 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 60,362 | $5.4M |
| Gabelli Funds LLC | 0.03% | Reduce -24.6% | 56,469 | $5.0M |
| Dark Forest Capital Management LP | 0.32% | Add +33.1% | 55,819 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.3% | 52,643 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.1% | 52,263 | $4.7M |
| Telemark Asset Management, LLC | 0.32% | New | 50,000 | $4.5M |
| Creative Planning | 0.00% | Add +20.1% | 49,668 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 52,377 | $4.4M |
| Prudential Financial Inc. | 0.00% | Add +122.6% | 48,684 | $4.3M |
| Granite Investment Partners, LLC | 0.21% | Reduce -23.9% | 46,736 | $4.2M |
| Rhumbline Advisers | 0.00% | Add +2.5% | 45,397 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 44,734 | $4.0M |
| GHP Investment Advisors, Inc. | 0.15% | Add +4.2% | 44,392 | $4.0M |
| New York State Common Retirement Fund | 0.00% | Add +278.0% | 43,017 | $3.8M |
| Algert Global LLC | 0.04% | New | 40,650 | $3.6M |
| Rice Hall James & Associates, LLC | 0.17% | Reduce -10.0% | 40,031 | $3.6M |
| Palisade Capital Management, LP | 0.17% | New | 39,709 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 38,750 | $3.5M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +120.4% | 38,268 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Add +4.0% | 37,271 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +56.6% | 36,983 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +18.1% | 34,523 | $3.1M |
| XTX Topco Ltd | 0.04% | Add +55.0% | 34,170 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +41.2% | 31,776 | $2.8M |
| NFJ Investment Group, LLC | 0.10% | New | 31,541 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +2.9% | 31,260 | $2.8M |
| Engineers Gate Manager LP | 0.04% | Add +82.0% | 31,240 | $2.8M |
| Occudo Quantitative Strategies LP | 0.15% | Add +4.4% | 30,760 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +109.1% | 30,627 | $2.7M |
| Bridgeway Capital Management, LLC | 0.05% | Add +100.0% | 30,000 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +11.1% | 30,000 | $2.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.3% | 28,763 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +18.8% | 39,439 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -5.3% | 28,461 | $2.5M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 26,961 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -13.5% | 26,805 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +4.7% | 26,196 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.15% | Reduce -29.6% | 25,343 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.04% | New | 24,922 | $2.2M |
| Norges Bank | 0.00% | — | 24,400 | $2.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +10.4% | 24,217 | $2.2M |
| Credit Agricole S A | 0.01% | No change | 24,100 | $2.2M |
| HighTower Advisors, LLC | 0.00% | New | 22,680 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +23.1% | 22,174 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +119.0% | 20,436 | $1.8M |
| Citigroup Inc. | 0.00% | Add +477.8% | 20,362 | $1.8M |
| Atom Investors LP | 0.16% | Reduce -34.2% | 20,091 | $1.8M |
| Aquatic Capital Management LLC | 0.06% | Add +101.9% | 20,083 | $1.8M |
| Jain Global LLC | 0.02% | New | 19,592 | $1.7M |
| Centiva Capital, LP | 0.06% | Reduce -25.2% | 19,363 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.3% | 19,133 | $1.7M |
| EntryPoint Capital, LLC | 0.40% | Reduce -22.4% | 18,303 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 17,621 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +18.4% | 17,145 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.1% | 16,900 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -7.8% | 15,966 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.47% | New | 18,037 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 15,376 | $1.4M |
| US Bancorp \de | 0.00% | Add +3.7% | 15,208 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -52.0% | 14,648 | $1.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -38.7% | 14,061 | $1.3M |
| LPL Financial LLC | 0.00% | Add +101.7% | 13,716 | $1.2M |
| STRS Ohio | 0.00% | Reduce -2.9% | 13,400 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +7.1% | 13,325 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | New | 13,011 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -24.8% | 12,837 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.0% | 12,816 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +7.0% | 12,304 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -57.4% | 11,959 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -91.4% | 10,970 | $979K |
| Integrated Quantitative Investments LLC | 0.16% | New | 10,910 | $974K |
| Legato Capital Management LLC | 0.08% | New | 10,910 | $974K |
| Dakota Wealth Management | 0.02% | New | 10,687 | $954K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.8% | 10,564 | $943K |
| Sterling Capital Management LLC | 0.02% | Reduce -4.5% | 10,343 | $923K |
| Bridgewater Associates | 0.00% | Add +55.8% | 10,166 | $907K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.1% | 10,025 | $895K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -26.6% | 10,009 | $893K |
| Gotham Asset Management | 0.00% | New | 9,873 | $881K |
| Brevan Howard Capital Management LP | 0.01% | Add +209.2% | 9,862 | $880K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +12.0% | 9,849 | $879K |
| Canada Pension Plan Investment Board | 0.00% | New | 9,400 | $839K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $830K |
| GAMCO Investors | 0.01% | Reduce -29.9% | 9,144 | $816K |
| Arizona State Retirement System | 0.00% | Add +0.3% | 9,135 | $815K |
| Nordea Investment Management AB | 0.00% | New | 8,644 | $782K |
| Capstone Investment Advisors, LLC | 0.01% | Add +146.7% | 8,688 | $775K |
| Intech Investment Management LLC | 0.01% | Reduce -2.9% | 8,229 | $734K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 8,224 | $734K |
| Avalon Trust Co | 0.04% | No change | 7,901 | $705K |
| Inspire Investing, LLC | 0.03% | Reduce -3.4% | 7,618 | $680K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,300 | $652K |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.4% | 7,285 | $650K |
| Edgestream Partners, L.P. | 0.02% | New | 7,107 | $634K |
| Aviance Capital Partners, LLC | 0.07% | No change | 7,087 | $633K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.3% | 7,048 | $629K |
| Quadrature Capital Ltd | 0.01% | Reduce -49.4% | 6,870 | $613K |
| Vident Advisory, LLC | 0.00% | New | 6,684 | $597K |
| Quantedge Capital Pte Ltd | 0.45% | Reduce -28.3% | 6,600 | $589K |
| Glenmede Trust Co. NA | 0.00% | Reduce -19.9% | 6,403 | $571K |
| Voya Investment Management LLC | 0.00% | Reduce -98.8% | 6,389 | $570K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -1.0% | 6,290 | $561K |
| HSBC Holdings PLC | 0.00% | New | 6,251 | $556K |
| Barclays PLC | 0.00% | Reduce -79.5% | 6,177 | $551K |
| Clean Yield Group | 0.13% | Reduce -7.9% | 5,807 | $518K |
| Gsa Capital Partners LLP | 0.03% | New | 5,615 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,248 | $500K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -36.5% | 5,597 | $500K |
| Virtu Financial LLC | 0.02% | Reduce -19.3% | 5,559 | $496K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -26.4% | 5,538 | $494K |
| M&T Bank Corp | 0.00% | Add +54.8% | 5,450 | $487K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.0% | 5,372 | $479K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $463K |
| Keybank National Association | 0.00% | Reduce -13.8% | 4,968 | $443K |
| Bridgefront Capital, LLC | 0.12% | Reduce -36.5% | 4,893 | $437K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -62.1% | 4,880 | $436K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.3% | 4,811 | $429K |
| Acadian Asset Management LLC | 0.00% | New | 4,649 | $412K |
| Marex Group Ltd | 0.00% | New | 4,500 | $402K |
| R Squared Ltd | 0.21% | Add +1.9% | 4,419 | $394K |
| ProShare Advisors LLC | 0.00% | Reduce -9.1% | 4,373 | $390K |
| Legacy Wealth Asset Management, LLC | 0.08% | Add +1.7% | 4,086 | $365K |
| Ieq Capital, LLC | 0.00% | No change | 3,901 | $348K |
| Xponance LLC | 0.00% | Add +24.0% | 3,879 | $346K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,770 | $336K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 3,762 | $336K |
| Truvestments Capital LLC | 0.05% | No change | 3,750 | $335K |
| Contravisory Investment Management, Inc. | 0.06% | Add +1.9% | 3,713 | $331K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +24.9% | 3,621 | $323K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.4% | 3,504 | $313K |
| Mangrove Partners Im, LLC | 0.02% | New | 3,450 | $308K |
| Compound Planning, Inc. | 0.01% | Add +0.1% | 3,387 | $302K |
| Jackson Square Capital, LLC | 0.04% | New | 3,304 | $295K |
| Jump Financial, LLC | 0.00% | Reduce -65.2% | 3,200 | $286K |
| Boston Partners | 0.00% | Reduce -37.1% | 3,138 | $280K |
| Cetera Investment Advisers | 0.00% | Reduce -9.1% | 3,106 | $277K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.3% | 3,030 | $270K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +19.4% | 2,985 | $266K |
| Bayforest Capital Ltd | 0.23% | New | 2,796 | $250K |
| Amundi | 0.00% | Reduce -29.7% | 2,713 | $242K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,706 | $242K |
| Isthmus Partners, LLC | 0.02% | New | 2,668 | $238K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 2,560 | $229K |
| Marco Investment Management LLC | 0.01% | New | 2,557 | $228K |
| DRW Securities, LLC | 0.01% | New | 2,517 | $225K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,515 | $224K |
| Syon Capital LLC | 0.01% | New | 2,469 | $220K |
| State of Wyoming | 0.02% | New | 2,325 | $208K |
| Mirabella Financial Services LLP | 0.02% | New | 2,287 | $204K |
| SG Americas Securities, LLC | 0.00% | Reduce -58.5% | 2,120 | $189K |
| SkyView Investment Advisors, LLC | 0.14% | New | 2,000 | $179K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,848 | $164K |
| Global Retirement Partners, LLC | 0.00% | — | 1,621 | $145K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.3% | 1,323 | $120K |
| KBC Group NV | 0.00% | No change | 1,333 | $119K |
| Bessemer Group Inc. | 0.00% | Reduce -17.9% | 1,277 | $114K |
| Versant Capital Management, Inc | 0.01% | No change | 1,077 | $96K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 910 | $81K |
| Quantbot Technologies LP | 0.00% | New | 866 | $77K |
| Arax Advisory Partners | 0.00% | Add +453.7% | 742 | $66K |
| Triumph Capital Management | 0.01% | No change | 700 | $62K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +1.6% | 635 | $57K |
| NewEdge Advisors, LLC | 0.00% | Add +28.1% | 565 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.2% | 542 | $48K |
| Signaturefd, LLC | 0.00% | No change | 486 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -18.5% | 480 | $43K |
| Allworth Financial LP | 0.00% | Add +42.0% | 450 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Add +115.5% | 418 | $37K |
| Summit Securities Group LLC | 0.01% | New | 415 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.8% | 393 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 380 | $34K |
| Nykredit A/S | 0.00% | — | 331 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +46.0% | 327 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +480.4% | 325 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 321 | $29K |
| GAMMA Investing LLC | 0.00% | Add +6.8% | 284 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 250 | $22K |
| Optiver Holding B.V. | 0.00% | Add +62.7% | 218 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -83.0% | 216 | $19K |
| Institute for Wealth Management, LLC. | 0.00% | New | 207 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 194 | $17K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -99.1% | 183 | $16K |
| Huntington National Bank | 0.00% | No change | 171 | $15K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -42.3% | 150 | $13K |
| Whittier Trust Co. | 0.00% | No change | 160 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $13K |
| Accent Capital Management, LLC | 0.01% | New | 132 | $12K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -90.8% | 126 | $11K |
| Rothschild Investment LLC | 0.00% | Add +9.8% | 123 | $11K |
| New York State Teachers Retirement System | 0.00% | New | 100 | $9K |
| SBI Securities Co., Ltd. | 0.00% | No change | 100 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 78 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +47.8% | 68 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 58 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 54 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +26.2% | 53 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 48 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +71.4% | 36 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 36 | $3K |
| Quarry LP | 0.00% | Reduce -92.8% | 33 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 32 | $3K |
| Essential Partners LLC | 0.00% | Add +3.5% | 30 | $3K |
| Mather Group, Llc. | 0.00% | No change | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 19 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +70.0% | 17 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 17 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 16 | $1K |
| True Wealth Design, LLC | 0.00% | Add +14.3% | 16 | $1K |
| Quent Capital, LLC | 0.00% | New | 16 | $1K |
| WPG Advisers, LLC | 0.00% | New | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +18.2% | 13 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 13 | $1K |
| Covestor Ltd | 0.00% | Add +300.0% | 8 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $536 |
| Assetmark, Inc. | 0.00% | No change | 5 | $446 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -86.2% | 4 | $373 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $268 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $89 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.