Fund shareholders of Helios Technologies Inc
ISIN US42328H1095 · United States · LEI 5493000BCJSMIDRNTI78
- Fund shareholders
- 299
- Of which ETFs
- 55 244 other funds
- Value held
- 1.3B $
- Share of capital
- 46.5 % of 33M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,049,304 | 93.7M $ | 0.00 % | 3.18 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 857,064 | 76.5M $ | 0.09 % | 2.60 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 757,119 | 67.6M $ | 0.04 % | 2.30 % | as of Jun 30, 2026 ↗ |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 681,560 | 60.8M $ | 2.98 % | 2.07 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 639,229 | 49.8M $ | 1.71 % | 1.94 % | as of Jul 31, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 481,166 | 40M $ | 0.51 % | 1.46 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 480,091 | 42.8M $ | 0.06 % | 1.46 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 412,020 | 36.8M $ | 0.35 % | 1.25 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 405,192 | 36.2M $ | 1.04 % | 1.23 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 404,950 | 33.6M $ | 0.97 % | 1.23 % | as of May 29, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 378,592 | 33.8M $ | 0.03 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 365,076 | 28.4M $ | 0.08 % | 1.11 % | as of Jul 31, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 329,817 | 27.4M $ | 0.75 % | 1.00 % | as of May 31, 2026 ↗ |
| Janus Henderson Small Cap Value Fund Janus Investment Fund | 321,462 | 28.7M $ | 2.26 % | 0.98 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 278,887 | 24.9M $ | 0.17 % | 0.85 % | as of Jun 30, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 271,844 | 24.3M $ | 1.73 % | 0.83 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 230,638 | 18M $ | 0.11 % | 0.70 % | as of Jul 31, 2026 ↗ |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 213,950 | 19.1M $ | 1.01 % | 0.65 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 210,078 | 18.7M $ | 1.84 % | 0.64 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 187,057 | 14.6M $ | 0.07 % | 0.57 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 185,575 | 14.5M $ | 0.10 % | 0.56 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 171,329 | 14.2M $ | 0.03 % | 0.52 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 170,448 | 14.2M $ | 0.08 % | 0.52 % | as of May 31, 2026 ↗ |
| Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 169,989 | 14.1M $ | 0.94 % | 0.52 % | as of May 31, 2026 ↗ |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 167,010 | 14.9M $ | 1.22 % | 0.51 % | as of Jun 30, 2026 ↗ |
| Voya Small Cap Growth Fund Voya Equity Trust | 160,601 | 13.3M $ | 0.63 % | 0.49 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 159,795 | 13.3M $ | 0.06 % | 0.48 % | as of May 31, 2026 ↗ |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 159,048 | 14.2M $ | 1.35 % | 0.48 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 155,620 | 12.1M $ | 0.30 % | 0.47 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 146,434 | 11.4M $ | 0.06 % | 0.44 % | as of Jul 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 134,700 | 10.5M $ | 0.39 % | 0.41 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 119,563 | 9.3M $ | 0.12 % | 0.36 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 111,598 | 8.7M $ | 0.06 % | 0.34 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 109,200 | 9.7M $ | 0.01 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 103,792 | 8.6M $ | 0.10 % | 0.31 % | as of May 31, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 101,209 | 7.9M $ | 0.19 % | 0.31 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 98,755 | 7.7M $ | 0.09 % | 0.30 % | as of Jul 31, 2026 ↗ |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 94,158 | 7.3M $ | 1.86 % | 0.29 % | as of Jul 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 90,620 | 8.1M $ | 0.96 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 86,561 | 7.2M $ | 0.56 % | 0.26 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 83,649 | 6.5M $ | 0.01 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 81,012 | 6.3M $ | 0.08 % | 0.25 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 80,720 | 7.2M $ | 0.36 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 74,020 | 6.2M $ | 0.71 % | 0.22 % | as of May 31, 2026 ↗ |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 72,412 | 6.5M $ | 0.52 % | 0.22 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 71,011 | 6.3M $ | 0.45 % | 0.22 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 70,226 | 5.8M $ | 0.62 % | 0.21 % | as of May 31, 2026 ↗ |
| Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust | 70,054 | 5.5M $ | 1.29 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 68,445 | 5.7M $ | 0.83 % | 0.21 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 67,398 | 5.6M $ | 0.20 % | 0.20 % | as of May 31, 2026 ↗ |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 61,965 | 5.5M $ | 1.25 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 61,928 | 5.1M $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 61,114 | 5.5M $ | 0.09 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 56,567 | 4.4M $ | 0.22 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 56,469 | 5M $ | 1.77 % | 0.17 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,446 | 4.4M $ | 0.01 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 54,852 | 4.9M $ | 0.23 % | 0.17 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 54,460 | 4.9M $ | 0.16 % | 0.17 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 51,823 | 4.3M $ | 0.37 % | 0.16 % | as of May 29, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 51,093 | 4.2M $ | 0.00 % | 0.16 % | as of May 31, 2026 ↗ |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 50,272 | 4.5M $ | 0.76 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 47,150 | 4.2M $ | 0.71 % | 0.14 % | as of Jun 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 46,219 | 4.1M $ | 1.14 % | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 45,892 | 4.1M $ | 0.00 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 44,099 | 3.4M $ | 0.08 % | 0.13 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 43,932 | 3.9M $ | 0.18 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 43,610 | 3.4M $ | 0.12 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 42,591 | 3.5M $ | 0.19 % | 0.13 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 42,409 | 3.5M $ | 0.77 % | 0.13 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 41,690 | 3.7M $ | 0.17 % | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 39,303 | 3.3M $ | 0.04 % | 0.12 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,299 | 2.9M $ | 0.01 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 36,589 | 3M $ | 3.05 % | 0.11 % | as of May 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 36,348 | 2.8M $ | 0.01 % | 0.11 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 36,299 | 3.2M $ | 0.09 % | 0.11 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 36,291 | 3.2M $ | 0.20 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 36,044 | 3.2M $ | 0.73 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 35,457 | 2.8M $ | 1.31 % | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 33,478 | 3M $ | 0.02 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 32,312 | 2.7M $ | 0.36 % | 0.10 % | as of May 31, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,061 | 2.8M $ | 0.42 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 30,634 | 2.7M $ | 1.24 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 30,325 | 2.4M $ | 0.77 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 30,000 | 2.7M $ | 0.78 % | 0.09 % | as of Jun 30, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 29,346 | 2.6M $ | 0.74 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 28,942 | 2.6M $ | 1.00 % | 0.09 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 28,900 | 2.3M $ | 0.52 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 28,652 | 2.2M $ | 0.09 % | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,118 | 2.2M $ | 0.17 % | 0.08 % | as of May 31, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 26,031 | 2M $ | 0.32 % | 0.08 % | as of Jul 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 25,689 | 2.3M $ | 0.31 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 24,956 | 1.9M $ | 0.08 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 24,357 | 1.9M $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,628 | 2.1M $ | 0.09 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 22,928 | 2M $ | 0.61 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 22,922 | 1.9M $ | 0.23 % | 0.07 % | as of May 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 22,430 | 2M $ | 0.76 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund | 21,094 | 1.9M $ | 2.63 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,829 | 1.7M $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 20,150 | 1.6M $ | 0.04 % | 0.06 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 3.05 % | as of May 31, 2026 ↗ |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 2.98 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund | 2.63 % | as of Jun 30, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 2.53 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small Cap Value Fund Janus Investment Fund | 2.26 % | as of Jun 30, 2026 ↗ |
| abrdn Focused U.S. Small Cap Active ETF abrdn Funds | 1.90 % | as of Jul 31, 2026 ↗ |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 1.86 % | as of Jul 31, 2026 ↗ |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1.84 % | as of Jun 30, 2026 ↗ |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 1.77 % | as of Jun 30, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 1.73 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 299 | +32 | 15,325,130 | -0.1 % |
| 2026Q2 | 267 | +23 | 15,339,878 | +2.1 % |
| 2026Q1 | 244 | +15 | 15,017,101 | -0.5 % |
| 2025Q4 | 229 | +12 | 15,085,349 | +0.9 % |
| 2025Q3 | 217 | -2 | 14,948,344 | -8.6 % |
| 2025Q2 | 219 | +1 | 16,355,449 | -1.2 % |
| 2025Q1 | 218 | -6 | 16,554,563 | +4.4 % |
| 2024Q4 | 224 | +11 | 15,863,578 | +2.7 % |
| 2024Q3 | 213 | +4 | 15,449,688 | +2.9 % |
| 2024Q2 | 209 | +9 | 15,014,785 | -6.2 % |
| 2024Q1 | 200 | -15 | 15,999,756 | -6.0 % |
| 2023Q4 | 215 | 17,012,828 |
Institutional managers
241 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,442,956 | 158.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,618,712 | 104.7M $ | as of Mar 31, 2026 |
| Conestoga Capital Advisors, LLC | 1,325,206 | 85.8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,306,673 | 84.6M $ | as of Mar 31, 2026 |
| Sara-Bay Financial | 1,153,896 | 74.7M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 1,035,977 | 67M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 931,008 | 60.2M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 925,546 | 59.9K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 836,831 | 54.2M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 799,008 | 51.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 788,009 | 51M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 782,472 | 50.6K $ | as of Mar 31, 2026 |
| ACK Asset Management LLC | 780,378 | 50.5M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 768,660 | 49.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 739,261 | 47.8M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 711,798 | 46M $ | as of Mar 31, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 693,072 | 44.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 544,241 | 35.2M $ | as of Mar 31, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | 516,919 | 33.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 510,519 | 33M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 449,101 | 29.1M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 448,501 | 29M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 420,051 | 27.2M $ | as of Mar 31, 2026 |
| SG Capital Management LLC | 372,352 | 24.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 329,512 | 21.3M $ | as of Mar 31, 2026 |
Declared shareholders of Helios Technologies Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.01 % | 1,656,862 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Helios Technologies Inc". https://titelia.com/en/stocks/helios-technologies-inc-US42328H1095