Catatan efek
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
101Pemegang yang dilacak
+4Δ pemegang
19.64MSaham yang dipegang
$1.75BNilai yang dilaporkan
+12Posisi baru
−7Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.1% ·
aliran saham +5.1% ·
posisi baru bersih +5.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 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 | Baru | $12.67M | 0.1% | New | 1 | SEC ↗ |
| 29 | Mackenzie Financial Corp | 138.27K | Baru | $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 | Baru | $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 ✦ (pasif) | 24.40K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $881,165 | 0.0% | New | 1 | SEC ↗ |
| 79 | Canada Pension Plan Investment Board | 9.40K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Schroder Investment… | $11.05M | adalah 0.0% |
| Hrt Financial Lp | $3.39M | adalah 0.0% |
| Millennium Management | $2.25M | adalah 0.0% |
| Renaissance Technologies | $672,984 | adalah 0.0% |
| Man Group plc | $605,621 | adalah 0.0% |
| Mariner, LLC | $340,255 | adalah 0.0% |
| Northwestern Mutual Wealth… | $3,624 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 248 pemegang, 32.28M saham, $1.96B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API