سجل الورقة المالية · ربع مؤرشف
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
99الحاملون المتتبعون
+8Δ المساهمون
19.16Mالأسهم المحتفظ بها
$1.24Bالقيمة المُبلَّغ عنها
+13المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +8.8% ·
تدفق الأسهم +3.3% ·
المراكز الجديدة الصافية +8.1%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $524,965 | n/a | −1 |
| Q2 2026 | 99 | +3 | 19.62M | $1.75B | +11 | −8 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | n/a | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | n/a | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | n/a |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | n/a |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | n/a | −1 |
| Q2 2024 | 9 | n/a | 4.05M | $193.46M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.48M | n/a | $95.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 5 | Jennison Associates Llc | 1.04M | +30.1% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (سلبي) | 836.83K | +6.3% | $54.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (سلبي) | 788.01K | -1.0% | $50.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Nomura Asset Management… | 768.66K | +523.2% | $49.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Neuberger Berman Group LLC | 711.80K | +1.1% | $45.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 544.24K | -6.6% | $35.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 449.10K | +40.2% | $29.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Janus Henderson Group Plc | 448.50K | -5.6% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 420.05K | -2.2% | $27.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Aberdeen Group plc | 289.23K | +13.1% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 22 | Jane Street Group, Llc | 193.36K | +21.6% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Schroder Investment Management Group | 176.13K | n/a | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Sei Investments Co | 155.48K | +3.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | Fifth Third Bancorp | 129.78K | +17367.4% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Victory Capital Management Inc | 127.44K | -34.7% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 110.62K | -3.5% | $7.16M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 32 | Susquehanna International Group, Llp | 93.61K | +119.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | American Century Companies Inc | 79.82K | -54.7% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 75.03K | -23.3% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 70.47K | جديد | $4.56M | 0.0% | New | 1 | SEC ↗ |
| 36 | Swiss National Bank | 65.40K | 0.0% | $4.23M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 64.19K | -9.5% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | UBS AM, a distinct business unit of… | 54.41K | +7.4% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | D. E. Shaw & Co. ✦ | 52.94K | جديد | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 52.60K | +101.3% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 41 | Hrt Financial Lp | 52.41K | جديد | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS Group AG | 45.86K | -39.8% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | T. Rowe Price ✦ | 45.39K | +14.9% | $2.94M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | Stifel Financial Corp | 45.35K | -5.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 44.30K | -2.1% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Creative Planning | 41.34K | +19.1% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California State Teachers… | 39.79K | +25.4% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | State Of Wisconsin Investment Board | 35.85K | -4.9% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Millennium Management ✦ | 34.73K | -18.4% | $2.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 34.25K | +32.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Lazard Asset Management Llc | 30.38K | جديد | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 52 | Barclays Plc | 30.20K | -44.4% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Marshall Wace ✦ | 30.04K | -57.6% | $1.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Deutsche Bank Ag\ | 29.22K | +12.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Legal & General Group Plc | 28.29K | -17.0% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | First Trust Advisors Lp | 28.07K | +156.8% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 33.19K | -9.9% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 25.36K | +2.6% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 25.02K | +1.1% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Credit Agricole S A | 24.10K | -3.6% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 23.62K | -51.3% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 22.50K | -22.5% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Prudential Financial Inc | 21.87K | +65.8% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Zurcher Kantonalbank (Zurich… | 19.20K | +19.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Captrust Financial Advisors | 18.02K | +4.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 15.63K | +3.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.56K | +1.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Us Bancorp \De\ | 14.66K | +15.6% | $948,907 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Wells Fargo & Company/Mn | 14.65K | -61.0% | $947,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 14.47K | +22.8% | $936,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 13.63K | +34.9% | $882,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | GAMCO Investors ✦ | 13.04K | -74.5% | $844,142 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Commonwealth Equity Services, Llc | 12.82K | -1.9% | $829,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Two Sigma Investments ✦ | 12.44K | جديد | $804,798 | 0.0% | New | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 11.38K | -63.2% | $736,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Renaissance Technologies ✦ | 10.40K | -55.7% | $672,984 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Man Group plc | 9.36K | جديد | $605,621 | 0.0% | New | 1 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 9.29K | 0.0% | $601,479 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Qube Research & Technologies Ltd | 8.54K | جديد | $552,429 | 0.0% | New | 1 | SEC ↗ |
| 80 | Bnp Paribas Financial Markets | 8.13K | +5.3% | $526,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 6.80K | +19.6% | $440,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 6.52K | جديد | $422,168 | 0.0% | New | 1 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 5.97K | +18.1% | $386,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mariner, LLC | 5.26K | جديد | $340,255 | 0.0% | New | 1 | SEC ↗ |
| 85 | Boston Partners | 4.99K | -25.9% | $322,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | ProShare Advisors LLC | 4.81K | -20.7% | $311,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Amundi | 3.86K | جديد | $249,716 | 0.0% | New | 1 | SEC ↗ |
| 88 | Citigroup Inc | 3.52K | -9.0% | $228,038 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Capstone Investment Advisors, Llc | 3.52K | جديد | $227,909 | 0.0% | New | 1 | SEC ↗ |
| 90 | Cetera Investment Advisers | 3.42K | -12.8% | $221,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 2.78K | -5.6% | $179,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cwm, Llc | 2.35K | +22.8% | $151,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Jones Financial Companies Lllp | 1.40K | +736.5% | $89,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 400 | +12.4% | $25,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 194 | -29.2% | $12,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 96 | Optiver Holding B.V. | 134 | +59.5% | $8,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Mitsubishi UFJ Asset Management… | 88 | 0.0% | $5,694 | 0.0% | Held | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 56 | جديد | $3,624 | 0.0% | New | 1 | SEC ↗ |
| 99 | Assetmark, Inc | 5 | جديد | $324 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Point72 Asset Management | $4.56M | 0.0% |
| D. E. Shaw & Co. | $3.43M | 0.0% |
| Hrt Financial Lp | $3.39M | 0.0% |
| Lazard Asset Management Llc | $1.97M | 0.0% |
| Two Sigma Investments | $804,798 | 0.0% |
| Man Group plc | $605,621 | 0.0% |
| Qube Research & Technologies… | $552,429 | 0.0% |
| Bridgewater Associates | $422,168 | 0.0% |
| Mariner, LLC | $340,255 | 0.0% |
| Amundi | $249,716 | 0.0% |
| Capstone Investment Advisors… | $227,909 | 0.0% |
| Northwestern Mutual Wealth… | $3,624 | 0.0% |
تم الخروج
| Balyasny Asset Management L.P. | $1.22M | كان 0.0% |
| Peak6 Llc | $427,172 | كان 0.0% |
| Canada Pension Plan… | $256,752 | كان 0.0% |
| Group One Trading Llc | $178,871 | كان 0.0% |
| Simplex Trading, Llc | $75,099 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 248 المالكون, 32.28M الأسهم, $1.96B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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