HLIO HELIOS TECHNOLOGIES INC
FollowCOM (common), issuer CIK 1024795
212 managers (215 13F filers) reported a position in HLIO shares at 2025-12-31, 32,740,122 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 215
- New
- 27
- Added
- 65
- Reduced
- 85
- Sold out
- 18
- Shares held by filers
- 32,740,122
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 44 | $2.35K | <0.01% | +15 | 13F-HRTimeline |
| Larson Financial Group LLC | 42 | $2.25K | <0.01% | +22 | 13F-HRTimeline |
| Physician Wealth Advisors, Inc. | 42 | $2.25K | <0.01% | +18 | 13F-HRTimeline |
| Essential Partners LLC | 29 | $1.55K | <0.01% | 0 | 13F-HRTimeline |
| Private Wealth Management Group, LLC | 19 | $1.02K | <0.01% | 0 | 13F-HRTimeline |
| IFP Advisors, Inc | 17 | $909 | <0.01% | 0 | 13F-HRTimeline |
| True Wealth Design, LLC | 14 | $749 | <0.01% | 0 | 13F-HRTimeline |
| Bare Financial Services, Inc | 13 | $695 | <0.01% | -9 | 13F-HRTimeline |
| Bell Investment Advisors, Inc | 10 | $535 | <0.01% | 0 | 13F-HRTimeline |
| Root Financial Partners, LLC | 3 | $160 | <0.01% | +1 | 13F-HRTimeline |
| Dunhill Financial, LLC | 1 | $35 | <0.01% | new | 13F-HRTimeline |
| Covestor Ltd | 2 | $0 | 0% | -5 | 13F-HRTimelineValue filed as zero, left out of ratios. |