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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

275 managers (285 13F filers) reported a position in HLIO shares at 2026-06-30, 32,227,864 shares in all. 57 filers opened a position and 23 filers sold out during the quarter.

Managers
275
13F filers
285
New
57
Added
100
Reduced
93
Sold out
23
Shares held by filers
32,227,864

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DRW Securities, LLC2,517$225K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC2,515$224K<0.01%new13F-HRTimeline
SYON CAPITAL LLC2,469$220K0.01%new13F-HRTimeline
State of Wyoming2,325$208K0.02%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,287$204K0.02%new13F-HRTimeline
SG Americas Securities, LLC2,120$189K<0.01%-2,99513F-HRTimeline
SkyView Investment Advisors, LLC2,000$179K0.14%new13F-HRTimeline
State of Alaska, Department of Revenue1,848$164K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,621$145K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,323$120K<0.01%-7413F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,333$119K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,277$114K<0.01%-27813F-HRTimelineGroup
Versant Capital Management, Inc1,077$96.1K0.01%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.910$81.2K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP866$77.3K<0.01%new13F-HRTimeline
Arax Advisory Partners742$66.2K<0.01%+60813F-HRTimeline
Triumph Capital Management700$62.5K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC635$56.7K0.01%+1013F-HRTimeline
NewEdge Advisors, LLC565$50.4K<0.01%+12413F-HRTimeline
Farther Finance Advisors, LLC542$48.4K<0.01%+10213F-HRTimeline
SIGNATUREFD, LLC486$43.4K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…480$42.8K<0.01%-10913F-HRTimeline
Allworth Financial LP450$40.1K<0.01%+13313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…418$37.3K<0.01%+22413F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC415$37K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …393$35.1K<0.01%-713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.380$33.9K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S331$29.5K<0.01%13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…327$29.2K<0.01%+10313F-HRTimelineGroup
Parallel Advisors, LLC325$29K<0.01%+26913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV321$28.6K<0.01%013F-HRTimeline
GAMMA Investing LLC284$25.3K<0.01%+1813F-HRTimeline
BARRETT & COMPANY, INC.250$22.3K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.218$19.5K<0.01%+8413F-HRTimelineGroup
Kemnay Advisory Services Inc.216$19.3K<0.01%-1,05613F-HRTimeline
Institute for Wealth Management, LLC.207$18.5K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.194$17.3K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC183$16.3K<0.01%-19,61713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$15.3K<0.01%013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC150$13.4K<0.01%-11013F-HRTimeline
WHITTIER TRUST CO160$13.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC150$12.7K<0.01%013F-HRTimeline
Accent Capital Management, LLC132$11.8K0.01%new13F-HRTimeline
Caitong International Asset Management …126$11.2K<0.01%-1,24113F-HRTimeline
ROTHSCHILD INVESTMENT LLC123$11K<0.01%+1113F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…100$9K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.100$8.93K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$7.85K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD78$6.96K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…68$6.08K<0.01%+2213F-HRTimeline
Parkside Financial Bank & Trust58$5.18K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB54$4.82K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.53$4.73K<0.01%+1113F-HRTimeline
Larson Financial Group LLC48$4.28K<0.01%013F-HRTimeline
Fortitude Family Office, LLC36$3.21K<0.01%013F-HRTimeline
Bare Financial Services, Inc36$3.21K<0.01%+1513F-HRTimeline
Quarry LP33$2.94K<0.01%-42513F-HRTimeline
Steward Partners Investment Advisory, L…32$2.86K<0.01%new13F-HRTimeline
Essential Partners LLC30$2.68K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.25$2.23K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC19$1.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc17$1.52K<0.01%+713F-HRTimeline
IFP Advisors, Inc17$1.52K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC16$1.43K<0.01%new13F-HRTimeline
Quent Capital, LLC16$1.43K<0.01%new13F-HRTimeline
True Wealth Design, LLC16$1.43K<0.01%+213F-HRTimeline
WPG Advisers, LLC15$1.34K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.13$1.16K<0.01%+213F-HRTimeline
Wealth Enhancement Trust Services, Inc.13$1.16K<0.01%new13F-HR/ATimeline
Covestor Ltd8$1K<0.01%+613F-HRTimeline
Strengthening Families & Communities, L…6$536<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$446<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4$373<0.01%-2513F-HRTimelineGroup
JPL Wealth Management, LLC3$268<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$89<0.01%new13F-HRTimeline