Security record
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
101Tracked holders
+4Δ holders
19.64MShares held
$1.75BReported value
+12New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +4.1% ·
share flow +5.1% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | +4 | 19.64M | $1.75B | +12 | −7 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | — | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | — | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | — |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | — |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | — | −1 |
| Q2 2024 | 9 | — | 4.05M | $193.46M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.46M | -1.0% | $130.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 5 | Geode Capital Management ✦ (passive) | 979.45K | +17.0% | $87.43M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Jennison Associates Llc | 977.55K | -5.6% | $87.25M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 8 | State Street Global Advisors ✦ (passive) | 841.95K | +6.8% | $75.15M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Neuberger Berman Group LLC | 761.88K | +7.0% | $68.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Nomura Asset Management… | 718.69K | -6.5% | $64.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Nuveen, LLC | 507.05K | +53.9% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Goldman Sachs Group ✦ | 449.11K | 0.0% | $40.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Bank Of America Corp /De/ | 411.13K | -19.5% | $36.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Charles Schwab Investment… | 407.86K | -2.9% | $36.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Aberdeen Group plc | 397.40K | +37.4% | $35.47M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Arrowstreet Capital ✦ | 395.61K | -27.3% | $35.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Fidelity (FMR) ✦ | 269.42K | +962.5% | $24.05M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 20 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 21 | Rockefeller Capital Management L.P. | 201.49K | -15.3% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Jane Street Group, Llc | 182.63K | -5.5% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 181.11K | +93.5% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 168.28K | +52.1% | $15.02M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | Raymond James Financial Inc | 151.33K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Point72 Asset Management ✦ | 145.46K | +106.4% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Tudor Investment Corp Et Al | 141.95K | New | $12.67M | 0.1% | New | 1 | SEC ↗ |
| 29 | Mackenzie Financial Corp | 138.27K | New | $12.34M | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 137.86K | +200.6% | $12.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 109.84K | +107.5% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 109.73K | -15.4% | $9.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Sei Investments Co | 99.11K | -36.2% | $8.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Russell Investments Group, Ltd. | 97.43K | -26.5% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 35 | AQR Capital Management ✦ | 83.11K | +58.0% | $7.42M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 36 | American Century Companies Inc | 82.14K | +2.9% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 75.19K | +119.5% | $6.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 38 | Swiss National Bank | 66.40K | +1.5% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 64.70K | -13.8% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 64.25K | +652.6% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 60.36K | -6.0% | $5.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | UBS AM, a distinct business unit of… | 52.64K | -3.2% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 43 | T. Rowe Price ✦ | 52.26K | +15.1% | $4.67M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Creative Planning | 49.67K | +20.1% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Allspring Global Investments… | 52.38K | New | $4.42M | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Prudential Financial Inc | 48.68K | +122.6% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Rhumbline Advisers | 45.40K | +2.5% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Stifel Financial Corp | 44.73K | -1.4% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | New York State Common Retirement… | 43.02K | +278.0% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | State Of Wisconsin Investment Board | 37.27K | +4.0% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Squarepoint Ops LLC | 36.98K | +56.6% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 34.52K | +18.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Franklin Resources Inc | 31.78K | +41.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Lazard Asset Management Llc | 31.26K | +2.9% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 30.63K | +109.1% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 56 | Alliancebernstein L.P. | 39.44K | +18.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Marshall Wace ✦ | 28.46K | -5.2% | $2.54M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 58 | Legal & General Group Plc | 26.96K | -4.7% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 59 | Connor, Clark & Lunn Investment… | 26.20K | +4.7% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Norges Bank ✦ (passive) | 24.40K | New | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 61 | Credit Agricole S A | 24.10K | 0.0% | $2.15M | 0.0% | Held | 3 | SEC ↗ |
| 62 | HighTower Advisors, LLC | 22.68K | New | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 63 | Captrust Financial Advisors | 22.17K | +23.1% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Citigroup Inc | 20.36K | +477.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Zurcher Kantonalbank (Zurich… | 19.13K | -0.3% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Balyasny Asset Management L.P. | 17.62K | New | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 17.14K | +18.4% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 16.90K | +8.1% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.38K | -1.2% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Us Bancorp \De\ | 15.21K | +3.7% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | LPL Financial LLC | 13.72K | +101.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Two Sigma Investments ✦ | 13.32K | +7.1% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Commonwealth Equity Services, Llc | 12.82K | 0.0% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | First Trust Advisors Lp | 11.96K | -57.4% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Victory Capital Management Inc | 10.97K | -91.4% | $979,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bridgewater Associates ✦ | 10.17K | +55.8% | $907,316 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Universal- Beteiligungs- und… | 10.01K | -26.6% | $893,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Gotham Asset Management ✦ | 9.87K | New | $881,165 | 0.0% | New | 1 | SEC ↗ |
| 79 | Canada Pension Plan Investment Board | 9.40K | New | $838,950 | 0.0% | New | 1 | SEC ↗ |
| 80 | State Board Of Administration Of… | 9.29K | 0.0% | $829,579 | 0.0% | Held | 3 | SEC ↗ |
| 81 | GAMCO Investors ✦ | 9.14K | -29.9% | $816,102 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 82 | Nordea Investment Management Ab | 8.64K | New | $782,282 | 0.0% | New | 1 | SEC ↗ |
| 83 | Capstone Investment Advisors, Llc | 8.69K | +146.7% | $775,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bnp Paribas Financial Markets | 7.29K | -10.4% | $650,186 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Voya Investment Management Llc | 6.39K | -98.8% | $570,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Hsbc Holdings Plc | 6.25K | New | $555,839 | 0.0% | New | 1 | SEC ↗ |
| 87 | Barclays Plc | 6.18K | -79.5% | $551,299 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 88 | Wealth Enhancement Advisory… | 6.25K | New | $500,027 | 0.0% | New | 1 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 5.37K | -10.0% | $479,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | ProShare Advisors LLC | 4.37K | -9.1% | $390,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Boston Partners | 3.14K | -37.1% | $280,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Cetera Investment Advisers | 3.11K | -9.1% | $277,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Amundi | 2.71K | -29.7% | $242,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Mercer Global Advisors Inc /Adv | 2.71K | New | $241,511 | 0.0% | New | 1 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 2.56K | -7.8% | $228,665 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 96 | Jones Financial Companies Lllp | 1.32K | -5.3% | $119,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 418 | +115.5% | $37,306 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 98 | BNP Paribas Asset Management… | 393 | -1.8% | $35,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Optiver Holding B.V. | 218 | +62.7% | $19,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Mitsubishi UFJ Asset Management… | 88 | 0.0% | $7,854 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $12.67M | 0.1% |
| Mackenzie Financial Corp | $12.34M | 0.0% |
| Allspring Global Investments… | $4.42M | 0.0% |
| Norges Bank | $2.18M | 0.0% |
| HighTower Advisors, LLC | $2.02M | 0.0% |
| Balyasny Asset Management L.P. | $1.57M | 0.0% |
| Gotham Asset Management | $881,165 | 0.0% |
| Canada Pension Plan… | $838,950 | 0.0% |
| Nordea Investment Management… | $782,282 | 0.0% |
| Hsbc Holdings Plc | $555,839 | 0.0% |
| Wealth Enhancement Advisory… | $500,027 | 0.0% |
| Mercer Global Advisors Inc… | $241,511 | 0.0% |
Exited
| Schroder Investment… | $11.05M | was 0.0% |
| Hrt Financial Lp | $3.39M | was 0.0% |
| Millennium Management | $2.25M | was 0.0% |
| Renaissance Technologies | $672,984 | was 0.0% |
| Man Group plc | $605,621 | was 0.0% |
| Mariner, LLC | $340,255 | was 0.0% |
| Northwestern Mutual Wealth… | $3,624 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 248 holders, 32.28M shares, $1.96B 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.
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
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 ·
Get this via the API