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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,568 | 1M $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 15,309 | 990.6K $ | 0.07 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 15,220 | 1.1M $ | 0.14 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 15,000 | 970.7K $ | 0.32 % | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,909 | 1M $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,376 | 983.3K $ | 0.07 % | 0.04 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 14,200 | 971.3K $ | 0.24 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 13,888 | 990.5K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 13,709 | 887.1K $ | 2.15 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 13,409 | 956.3K $ | 0.08 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 13,397 | 866.9K $ | 0.26 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 12,810 | 876.2K $ | 0.10 % | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 12,171 | 787.6K $ | 0.47 % | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 12,132 | 829.8K $ | 0.11 % | 0.04 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,000 | 776.5K $ | 0.04 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 11,980 | 775.2K $ | 0.54 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 11,973 | 774.8K $ | 0.39 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,612 | 794.3K $ | 0.03 % | 0.04 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,548 | 747.3K $ | 0.03 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,328 | 774.8K $ | 0.09 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 11,200 | 724.8K $ | 0.46 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 11,028 | 713.6K $ | 1.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,998 | 711.7K $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,862 | 743K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,699 | 731.8K $ | 0.06 % | 0.03 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,424 | 674.5K $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 10,359 | 670.3K $ | 0.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 10,028 | 685.9K $ | 0.07 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 9,961 | 681.3K $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 9,951 | 643.9K $ | 0.41 % | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 9,704 | 627.9K $ | 0.13 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,642 | 659.5K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 9,419 | 671.8K $ | 0.08 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 9,341 | 666.2K $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 9,086 | 621.5K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 9,073 | 647.1K $ | 0.05 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 9,049 | 645.4K $ | 0.25 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 8,834 | 630K $ | 0.12 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,694 | 562.6K $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 8,622 | 557.9K $ | 0.19 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 8,348 | 540.2K $ | 0.02 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 8,236 | 533K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 8,095 | 553.7K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,867 | 538.1K $ | 0.09 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 7,239 | 468.4K $ | 0.36 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 6,969 | 451K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,640 | 429.7K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 6,480 | 462.2K $ | 0.06 % | 0.02 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,000 | 388.3K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,995 | 387.9K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 5,986 | 387.4K $ | 0.30 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 5,980 | 387K $ | 0.61 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,921 | 383.1K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,677 | 404.9K $ | 0.03 % | 0.02 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,521 | 357.3K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,458 | 353.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 5,426 | 371.1K $ | 0.03 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 5,408 | 369.9K $ | 0.11 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,282 | 361.3K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,108 | 349.4K $ | 0.03 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,987 | 341.1K $ | 0.08 % | 0.02 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,970 | 321.6K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,822 | 312K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,686 | 334.2K $ | 0.12 % | 0.01 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,623 | 299.2K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,622 | 299.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 4,591 | 314K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 4,261 | 275.7K $ | 0.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,094 | 264.9K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 3,993 | 258.4K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,993 | 258.4K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,756 | 256.9K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 3,670 | 261.7K $ | 2.31 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,660 | 236.8K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 3,613 | 247.1K $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,588 | 245.4K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,578 | 244.7K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 3,481 | 238.1K $ | 0.25 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,433 | 234.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| abrdn Focused U.S. Small Cap Active ETF abrdn Funds | 3,317 | 226.9K $ | 2.24 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,995 | 193.8K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,940 | 209.7K $ | 0.17 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,930 | 189.6K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,803 | 181.4K $ | 0.14 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,772 | 179.4K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,750 | 196.1K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,659 | 181.9K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,637 | 188.1K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,528 | 163.6K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,486 | 160.9K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 2,473 | 169.2K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 2,354 | 152.3K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,305 | 149.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,251 | 145.7K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,206 | 142.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,169 | 140.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,116 | 136.9K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,057 | 133.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,053 | 146.4K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,047 | 146K $ | 0.04 % | 0.01 % | as of Feb 28, 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 | 3.68 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.20 % | 1,721,842 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wellington Management Group LLP and 2 others | 3.90 % | 1,306,673 | as 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