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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

242 managers (252 13F filers) reported a position in HLIO shares at 2026-03-31, 32,345,768 shares in all. 54 filers opened a position and 19 filers sold out during the quarter.

Managers
242
13F filers
252
New
54
Added
80
Reduced
74
Sold out
19
Shares held by filers
32,345,768

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
CREATIVE FINANCIAL DESIGNS INC /ADV321$20.8K<0.01%013F-HRTimeline
Allworth Financial LP317$20.5K<0.01%+6013F-HRTimeline
USA FINANCIAL FORMULAS274$17.7K<0.01%new13F-HRTimeline
GAMMA Investing LLC266$17.2K<0.01%+4613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC260$16.8K<0.01%-3,70313F-HRTimeline
BARRETT & COMPANY, INC.250$16.2K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…224$14.5K<0.01%-3013F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.194$12.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…194$12.6K<0.01%-8013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC180$11.6K<0.01%+9213F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$11.1K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO160$10.5K<0.01%+1613F-HRTimeline
Central Pacific Bank - Trust Division160$10.4K<0.01%-7,38213F-HRTimeline
Salomon & Ludwin, LLC150$10.1K<0.01%013F-HRTimeline
Arax Advisory Partners134$8.81K<0.01%+4913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.134$8.67K<0.01%+5013F-HR/ATimelineGroup
Wall Street Financial Group, Inc.133$8.61K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC112$7.25K<0.01%+1813F-HRTimeline
SBI Securities Co., Ltd.100$6.47K<0.01%-11013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$5.69K<0.01%013F-HRTimelineGroup
MAI Capital Management87$5.63K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD78$5.05K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$3.62K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC56$3.62K<0.01%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB54$3.49K<0.01%013F-HRTimeline
Larson Financial Group LLC48$3.11K<0.01%+613F-HRTimeline
Federation des caisses Desjardins du Qu…46$2.99K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.42$2.72K<0.01%013F-HRTimeline
Sapience Investments, LLC36$2.33K0.3%new13F-HRTimeline
Fortitude Family Office, LLC36$2.33K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.29$1.89K<0.01%-32813F-HRTimelineGroup
Essential Partners LLC29$1.88K<0.01%013F-HRTimeline
MATHER GROUP, LLC.25$1.62K<0.01%new13F-HRTimeline
Bare Financial Services, Inc21$1.36K<0.01%+813F-HRTimeline
Private Wealth Management Group, LLC19$1.23K<0.01%013F-HRTimeline
IFP Advisors, Inc17$1.1K<0.01%013F-HRTimeline
True Wealth Design, LLC14$906<0.01%013F-HRTimeline
Root Financial Partners, LLC13$841<0.01%+1013F-HRTimeline
SJS Investment Consulting Inc.11$712<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc10$648<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$324<0.01%new13F-HRTimelineGroup
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.