Titelia

Fund shareholders of Helios Technologies Inc

ISIN US42328H1095 · United States · LEI 5493000BCJSMIDRNTI78

Fund shareholders
267
Of which ETFs
53 214 other funds
Value held
1B $
Share of capital
46.6 % of 33M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,072,87469.4M $0.00 %3.26 %as of Mar 31, 2026
CONESTOGA SMALL CAP FUND Conestoga Funds 865,32456M $2.49 %2.63 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 812,68652.6M $0.07 %2.47 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 762,81849.4M $0.03 %2.32 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 647,28544.3M $1.52 %1.96 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 494,15332M $0.35 %1.50 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 486,38231.5M $0.05 %1.48 %as of Mar 31, 2026
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 431,51527.9M $0.88 %1.31 %as of Mar 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 414,03126.8M $0.29 %1.26 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 369,06623.9M $0.03 %1.12 %as of Mar 31, 2026
Nomura Small Cap Value Fund Delaware Group Equity Funds V 355,05025.3M $0.69 %1.08 %as of Feb 27, 2026
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 335,60021.7M $1.87 %1.02 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 328,04622.4M $0.07 %1.00 %as of Apr 30, 2026
Voya Small Cap Growth Fund Voya Equity Trust 313,19722.3M $1.21 %0.95 %as of Feb 28, 2026
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 310,28520.1M $1.52 %0.94 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 284,76718.4M $0.15 %0.86 %as of Mar 31, 2026
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 239,73317.1M $0.53 %0.73 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 230,63815.8M $0.10 %0.70 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 211,92814.5M $0.08 %0.64 %as of Apr 30, 2026
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 209,26413.5M $1.52 %0.64 %as of Mar 31, 2026
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 188,62112.2M $1.30 %0.57 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 186,37612.7M $0.09 %0.57 %as of Apr 30, 2026
Nomura VIP Small Cap Value Series Delaware VIP Trust 177,64011.5M $0.66 %0.54 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 171,74012.2M $0.03 %0.52 %as of Feb 28, 2026
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 170,11912.1M $0.93 %0.52 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 164,39311.7M $0.08 %0.50 %as of Feb 28, 2026
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 162,17211.1M $0.18 %0.49 %as of Apr 30, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 160,78811.5M $0.06 %0.49 %as of Feb 28, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 158,70010.9M $0.28 %0.48 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 146,43410M $0.05 %0.44 %as of Apr 30, 2026
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 146,2409.5M $0.95 %0.44 %as of Mar 31, 2026
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 141,2919.1M $1.26 %0.43 %as of Mar 31, 2026
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 134,7009.2M $0.36 %0.41 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 129,0419.2M $0.09 %0.39 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 118,8858.1M $0.11 %0.36 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 111,5987.6M $0.05 %0.34 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 109,2007.1M $0.01 %0.33 %as of Mar 31, 2026
abrdn U.S. Small Cap Equity Fund abrdn Funds 105,4447.2M $1.93 %0.32 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 102,3287M $0.09 %0.31 %as of Apr 30, 2026
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 93,5326.1M $1.61 %0.28 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 86,5616.2M $0.50 %0.26 %as of Feb 28, 2026
Royce Small-Cap Opportunity Fund ROYCE FUND 84,6665.5M $0.49 %0.26 %as of Mar 31, 2026
Victory RS Partners Fund Victory Portfolios 84,3505.5M $0.94 %0.26 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 80,4825.7M $0.61 %0.24 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 80,2815.5M $0.01 %0.24 %as of Apr 30, 2026
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 74,9434.8M $1.85 %0.23 %as of Mar 31, 2026
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 74,0205.3M $0.64 %0.22 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 72,8995M $0.07 %0.22 %as of Apr 30, 2026
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 72,4124.7M $0.46 %0.22 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 66,8744.8M $0.20 %0.20 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,7994.4M $0.01 %0.19 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 61,9284.4M $0.00 %0.19 %as of Feb 28, 2026
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 58,2503.8M $2.02 %0.18 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 56,5673.9M $0.19 %0.17 %as of Apr 30, 2026
Royce Small-Cap Fund ROYCE FUND 54,8523.5M $0.20 %0.17 %as of Mar 31, 2026
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 54,8323.5M $0.24 %0.17 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 54,2893.5M $0.07 %0.16 %as of Mar 31, 2026
Mid Cap Value Fund VALIC Co I 54,1853.9M $0.60 %0.16 %as of Feb 28, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 50,4913.6M $3.68 %0.15 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 49,8613.6M $0.00 %0.15 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 48,9183.3M $0.12 %0.15 %as of Apr 30, 2026
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 45,2112.9M $0.17 %0.14 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,8042.9M $0.00 %0.14 %as of Mar 31, 2026
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 44,5223.2M $0.29 %0.14 %as of Feb 27, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 44,1372.9M $0.15 %0.13 %as of Mar 31, 2026
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 43,0902.8M $0.70 %0.13 %as of Mar 31, 2026
Column Small Cap Select Fund Trust for Professional Managers 42,4703M $0.18 %0.13 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 41,0452.7M $0.15 %0.12 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 39,8922.7M $0.07 %0.12 %as of Apr 30, 2026
LKCM Small Cap Equity Fund LKCM Funds 38,8302.5M $0.77 %0.12 %as of Mar 31, 2026
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 38,1192.7M $0.03 %0.12 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,2992.6M $0.01 %0.11 %as of Apr 30, 2026
Small-Cap Growth Portfolio PACIFIC SELECT FUND 36,7272.4M $0.54 %0.11 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 34,7002.2M $0.07 %0.11 %as of Mar 31, 2026
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 34,1252.4M $0.57 %0.10 %as of Feb 28, 2026
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 32,3202.1M $0.36 %0.10 %as of Mar 31, 2026
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 31,5832M $0.45 %0.10 %as of Mar 31, 2026
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 31,1012M $1.21 %0.09 %as of Mar 31, 2026
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 30,5702M $2.76 %0.09 %as of Mar 31, 2026
Embark Small Cap Equity Fund Harbor Funds II 27,9521.9M $0.33 %0.08 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 27,5881.9M $0.08 %0.08 %as of Apr 30, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 27,5781.9M $0.08 %0.08 %as of Apr 30, 2026
Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 25,5821.7M $0.24 %0.08 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,3921.7M $0.16 %0.07 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 24,3571.7M $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,3281.4M $0.07 %0.07 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 19,7791.4M $0.00 %0.06 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,3431.3M $0.02 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,0561.2M $0.00 %0.06 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 19,0381.3M $0.04 %0.06 %as of Apr 30, 2026
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 19,0111.2M $0.53 %0.06 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 18,8761.2M $0.20 %0.06 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,2431.2M $0.13 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 18,1111.3M $0.00 %0.05 %as of Feb 28, 2026
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 18,0441.2M $0.54 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,3961.2M $0.00 %0.05 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 17,2101.2M $0.17 %0.05 %as of Feb 28, 2026
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 17,2001.1M $1.17 %0.05 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 16,2501.1M $0.07 %0.05 %as of Mar 31, 2026
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 15,5931.1M $0.55 %0.05 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Rockefeller US Small Cap Core Fund Trust for Professional Managers 3.68 %as of Feb 28, 2026
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 2.76 %as of Mar 31, 2026
CONESTOGA SMALL CAP FUND Conestoga Funds 2.49 %as of Mar 31, 2026
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 2.31 %as of Feb 28, 2026
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.24 %as of Apr 30, 2026
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 2.15 %as of Mar 31, 2026
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 2.02 %as of Mar 31, 2026
abrdn U.S. Small Cap Equity Fund abrdn Funds 1.93 %as of Apr 30, 2026
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 1.87 %as of Mar 31, 2026
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 1.85 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2267+2315,339,878+2.1 %
2026Q1244+1515,017,101-0.5 %
2025Q4229+1215,085,349+0.9 %
2025Q3217-214,948,344-8.6 %
2025Q2219+116,355,449-1.2 %
2025Q1218-616,554,563+4.4 %
2024Q4224+1115,863,578+2.7 %
2024Q3213+415,449,688+2.9 %
2024Q2209+915,014,785-6.2 %
2024Q1200-1515,999,756-6.0 %
2023Q421517,012,828

Institutional managers

241 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,442,956158.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,618,712104.7M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC1,325,20685.8M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,306,67384.6M $as of Mar 31, 2026
Sara-Bay Financial1,153,89674.7M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC1,035,97767M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC931,00860.2M $as of Mar 31, 2026
Thrivent Financial for Lutherans925,54659.9K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC836,83154.2M $as of Mar 31, 2026
WASATCH ADVISORS LP799,00851.7M $as of Mar 31, 2026
STATE STREET CORP788,00951M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.782,47250.6K $as of Mar 31, 2026
ACK Asset Management LLC780,37850.5M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.768,66049.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC739,26147.8M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC711,79846M $as of Mar 31, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.693,07244.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP544,24135.2M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC516,91933.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/510,51933M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC449,10129.1M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC448,50129M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC420,05127.2M $as of Mar 31, 2026
SG Capital Management LLC372,35224.1M $as of Mar 31, 2026
Nuveen, LLC329,51221.3M $as of Mar 31, 2026

Declared shareholders of Helios Technologies Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.20 %1,721,842as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others3.90 %1,306,673as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Helios Technologies Inc". https://titelia.com/en/stocks/helios-technologies-inc-US42328H1095