증권 기록
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
101추적 보유자
+4Δ 보유자
19.64M보유 주식 수
$1.75B보고 가치
+12신규 편입 포지션
−7청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.1% ·
주식 흐름 +5.1% ·
순 신규 포지션 +5.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 2.59M | +6.1% | $231.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.55M | -4.3% | $138.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 1.46M | -1.0% | $130.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 1.08M | +394.1% | $96.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Geode Capital Management ✦ (패시브) | 979.45K | +17.0% | $87.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Geode Capital Management ✦ (패시브) | 979.45K | +17.0% | $87.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | Jennison Associates Llc | 977.55K | -5.6% | $87.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jennison Associates Llc | 977.55K | -5.6% | $87.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 38 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 40 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 41 | Wellington Management ✦ | 887.42K | -32.1% | $79.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (패시브) | 841.95K | +6.8% | $75.15M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Neuberger Berman Group LLC | 761.88K | +7.0% | $68.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Neuberger Berman Group LLC | 761.88K | +7.0% | $68.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 743.43K | +0.6% | $66.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Nomura Asset Management… | 718.69K | -6.5% | $64.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | Nuveen, LLC | 507.05K | +53.9% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 507.05K | +53.9% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 507.05K | +53.9% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Nuveen, LLC | 507.05K | +53.9% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 449.11K | 0.0% | $40.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 449.11K | 0.0% | $40.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 449.11K | 0.0% | $40.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 411.13K | -19.5% | $36.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 411.13K | -19.5% | $36.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 411.13K | -19.5% | $36.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 411.13K | -19.5% | $36.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Charles Schwab Investment… | 407.86K | -2.9% | $36.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Aberdeen Group plc | 397.40K | +37.4% | $35.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Aberdeen Group plc | 397.40K | +37.4% | $35.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Aberdeen Group plc | 397.40K | +37.4% | $35.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Arrowstreet Capital ✦ | 395.61K | -27.3% | $35.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 334.73K | +5.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 269.42K | +962.5% | $24.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 269.42K | +962.5% | $24.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 218.48K | +55.7% | $19.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | Rockefeller Capital Management L.P. | 201.49K | -15.3% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 201.49K | -15.3% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 201.49K | -15.3% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 201.49K | -15.3% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Jane Street Group, Llc | 182.63K | -5.5% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Jane Street Group, Llc | 182.63K | -5.5% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Susquehanna International Group, Llp | 181.11K | +93.5% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 168.28K | +52.1% | $15.02M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 168.28K | +52.1% | $15.02M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 167.18K | +3.3% | $14.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Raymond James Financial Inc | 151.33K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Raymond James Financial Inc | 151.33K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Raymond James Financial Inc | 151.33K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Point72 Asset Management ✦ | 145.46K | +106.4% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Tudor Investment Corp Et Al | 141.95K | 신규 | $12.67M | 0.1% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Tudor Investment Corp Et Al | $12.67M | 0.1% |
청산됨
| Schroder Investment… | $11.05M | 이었음 0.0% |
| Hrt Financial Lp | $3.39M | 이었음 0.0% |
| Millennium Management | $2.25M | 이었음 0.0% |
| Renaissance Technologies | $672,984 | 이었음 0.0% |
| Man Group plc | $605,621 | 이었음 0.0% |
| Mariner, LLC | $340,255 | 이었음 0.0% |
| Northwestern Mutual Wealth… | $3,624 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 248 보유 기관, 32.28M 주식, $1.96B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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