Security record
HELS
name pending profile ingest
4Tracked holders
-2Δ holders
64.03KShares held
$1.61MReported value
+0New positions
−3Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 60.00K | 0.0% | $1.50M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 2.32K | 0.0% | $58,263 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 1.50K | 0.0% | $37,605 | 0.0% | Held | 3 | SEC ↗ |
| 4 | UBS Group AG | 209 | +54.8% | $5,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| HighTower Advisors, LLC | $387,204 | was 0.0% |
| Citadel Advisors | $358,518 | was 0.0% |
| Jane Street Group, Llc | $289,647 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 207.80K shares, $4.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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