HELIOS TECHNOLOGIES, INC. (HLIO) — Institutional Holders, Q2 2026 (page 3)
286 institutional investment managers reported a HLIO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 286. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HLIO 13F holders ranked 201–286 of 286
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Cetera Investment Advisers#201 · 3,106 sh | 3,106 | $277.2K | <0.01% | -9.1% |
| 202 | Ameritas Investment Partners#202 · 3,030 sh | 3,030 | $270.4K | <0.01% | +9.3% |
| 203 | Tower Research Capital (TRC)#203 · 2,985 sh | 2,985 | $266.4K | <0.01% | +19.4% |
| 204 | Bayforest Capital Ltd#204 · 2,796 sh | 2,796 | $249.5K | 0.23% | New |
| 205 | Amundi#205 · 2,713 sh | 2,713 | $242.1K | <0.01% | -29.7% |
| 206 | MERCER GLOBAL ADVISORS#206 · 2,706 sh | 2,706 | $241.5K | <0.01% | New |
| 207 | ISTHMUS PARTNERS#207 · 2,668 sh | 2,668 | $238.1K | — | New |
| 208 | OSAIC#208 · 2,560 sh | 2,560 | $228.7K | <0.01% | -7.8% |
| 209 | MARCO INVESTMENT MANAGEMENT#209 · 2,557 sh | 2,557 | $228.2K | 0.01% | New |
| 210 | DRW Securities#210 · 2,517 sh | 2,517 | $224.6K | <0.01% | New |
| 211 | Sanctuary Advisors#211 · 2,515 sh | 2,515 | $224.5K | <0.01% | New |
| 212 | SYON CAPITAL#212 · 2,469 sh | 2,469 | $220.4K | <0.01% | New |
| 213 | State of Wyoming#213 · 2,325 sh | 2,325 | $207.5K | 0.02% | New |
| 214 | MIRABELLA FINANCIAL SERVICES LLP#214 · 2,287 sh | 2,287 | $204.1K | 0.02% | New |
| 215 | SG Americas Securities#215 · 2,120 sh | 2,120 | $189.0K | <0.01% | -58.6% |
| 216 | SkyView Investment Advisors#216 · 2,000 sh | 2,000 | $179.0K | 0.14% | New |
| 217 | State of Alaska, Department of Revenue#217 · 1,848 sh | 1,848 | $164.0K | — | 0.0% |
| 218 | Global Retirement Partners#218 · 1,621 sh | 1,621 | $144.7K | <0.01% | — |
| 219 | JONES FINANCIAL COMPANIES LLLP#219 · 1,323 sh | 1,323 | $119.7K | 0.00% | -5.3% |
| 220 | KBC Group NV#220 · 1,333 sh | 1,333 | $119.0K | — | 0.0% |
| 221 | BESSEMER GROUP#221 · 1,277 sh | 1,277 | $114.0K | <0.01% | -17.9% |
| 222 | Versant Capital Management#222 · 1,077 sh | 1,077 | $96.1K | — | 0.0% |
| 223 | TOKIO MARINE ASSET MANAGEMENT LTD#223 · 910 sh | 910 | $81.2K | — | New |
| 224 | Quantbot Technologies#224 · 866 sh | 866 | $77.3K | <0.01% | New |
| 225 | SRS Capital Advisors#225 · 742 sh | 742 | $66.2K | <0.01% | +453.7% |
| 226 | Triumph Capital Management#226 · 700 sh | 700 | $62.5K | — | 0.0% |
| 227 | Integrated Wealth Concepts#227 · 665 sh | 665 | $59.4K | <0.01% | New |
| 228 | Basecamp Wealth Advisors#228 · 635 sh | 635 | $56.7K | 0.01% | +1.6% |
| 229 | NewEdge Advisors#229 · 565 sh | 565 | $50.4K | <0.01% | New |
| 230 | Farther Finance Advisors#230 · 542 sh | 542 | $48.4K | — | +23.2% |
| 231 | SIGNATUREFD#231 · 486 sh | 486 | $43.4K | — | 0.0% |
| 232 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#232 · 480 sh | 480 | $42.8K | <0.01% | -18.5% |
| 233 | Allworth Financial#233 · 450 sh | 450 | $40.1K | <0.01% | +42.0% |
| 234 | PNC FINANCIAL SERVICES GROUP#234 · 418 sh | 418 | $37.3K | 0.00% | +115.5% |
| 235 | SUMMIT SECURITIES GROUP#235 · 415 sh | 415 | $37.0K | <0.01% | New |
| 236 | BNP Paribas Asset Management Holding S.A.#236 · 393 sh | 393 | $35.1K | 0.00% | -1.8% |
| 237 | HARBOUR INVESTMENTS#237 · 380 sh | 380 | $33.9K | <0.01% | 0.0% |
| 238 | Nykredit A/S#238 · 331 sh | 331 | $29.5K | <0.01% | — |
| 239 | EverSource Wealth Advisors#239 · 327 sh | 327 | $29.2K | <0.01% | -22.0% |
| 240 | Parallel Advisors#240 · 325 sh | 325 | $29.0K | <0.01% | +480.4% |
| 241 | CREATIVE FINANCIAL DESIGNS#241 · 321 sh | 321 | $28.6K | <0.01% | 0.0% |
| 242 | GAMMA Investing#242 · 284 sh | 284 | $25.3K | — | +6.8% |
| 243 | BARRETT & COMPANY#243 · 250 sh | 250 | $22.3K | — | 0.0% |
| 244 | Optiver Holding B.V.#244 · 218 sh | 218 | $19.5K | 0.00% | +62.7% |
| 245 | Kemnay Advisory Services#245 · 216 sh | 216 | $19.3K | <0.01% | -83.0% |
| 246 | Institute for Wealth Management#246 · 207 sh | 207 | $18.5K | <0.01% | New |
| 247 | Pinnacle Wealth Planning Services#247 · 194 sh | 194 | $17.3K | <0.01% | 0.0% |
| 248 | BARROW HANLEY MEWHINNEY & STRAUSS#248 · 183 sh | 183 | $16.3K | 0.00% | -99.1% |
| 249 | HUNTINGTON NATIONAL BANK#249 · 171 sh | 171 | $15.3K | <0.01% | 0.0% |
| 250 | LOS ANGELES CAPITAL MANAGEMENT#250 · 150 sh | 150 | $13.4K | 0.00% | -42.3% |
| 251 | WHITTIER#251 · 160 sh | 160 | $13.2K | <0.01% | 0.0% |
| 252 | Salomon & Ludwin#252 · 150 sh | 150 | $12.7K | <0.01% | 0.0% |
| 253 | Accent Capital Management#253 · 132 sh | 132 | $11.8K | <0.01% | New |
| 254 | Caitong International Asset Management , Ltd#254 · 126 sh | 126 | $11.2K | <0.01% | -90.8% |
| 255 | ROTHSCHILD INVESTMENT#255 · 123 sh | 123 | $11.0K | <0.01% | +9.8% |
| 256 | Parkside Financial Bank#256 · 116 sh | 116 | $10.4K | — | New |
| 257 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#257 · 100 sh | 100 | $9.0K | — | New |
| 258 | SBI Securities , Ltd.#258 · 100 sh | 100 | $8.9K | — | 0.0% |
| 259 | Mitsubishi UFJ Asset Management , Ltd.#259 · 88 sh | 88 | $7.9K | 0.00% | 0.0% |
| 260 | C M BIDWELL & ASSOCIATES LTD#260 · 78 sh | 78 | $7.0K | <0.01% | 0.0% |
| 261 | Federation des caisses Desjardins du Quebec#261 · 68 sh | 68 | $6.1K | 0.00% | +47.8% |
| 262 | MassMutual Private Wealth & , FSB#262 · 54 sh | 54 | $4.8K | — | 0.0% |
| 263 | Physician Wealth Advisors#263 · 53 sh | 53 | $4.7K | — | +26.2% |
| 264 | Larson Financial Group#264 · 48 sh | 48 | $4.3K | <0.01% | 0.0% |
| 265 | Fortitude Family Office#265 · 36 sh | 36 | $3.2K | — | 0.0% |
| 266 | Bare Financial Services#266 · 36 sh | 36 | $3.2K | <0.01% | +71.4% |
| 267 | Quarry#267 · 33 sh | 33 | $2.9K | <0.01% | -92.8% |
| 268 | Steward Partners Investment Advisory#268 · 32 sh | 32 | $2.9K | 0.00% | New |
| 269 | Essential Partners#269 · 30 sh | 30 | $2.7K | — | +3.4% |
| 270 | MATHER GROUP#270 · 25 sh | 25 | $2.2K | — | 0.0% |
| 271 | Private Wealth Management Group#271 · 19 sh | 19 | $1.7K | — | 0.0% |
| 272 | Bell Investment Advisors#272 · 17 sh | 17 | $1.5K | <0.01% | +70.0% |
| 273 | IFP Advisors#273 · 17 sh | 17 | $1.5K | — | 0.0% |
| 274 | BELLEVUE ASSET MANAGEMENT#274 · 16 sh | 16 | $1.4K | <0.01% | New |
| 275 | Quent Capital#275 · 16 sh | 16 | $1.4K | <0.01% | New |
| 276 | True Wealth Design#276 · 16 sh | 16 | $1.4K | — | +14.3% |
| 277 | WPG Advisers#277 · 15 sh | 15 | $1.3K | <0.01% | New |
| 278 | SJS Investment Consulting#278 · 13 sh | 13 | $1.2K | — | +18.2% |
| 279 | Wealth Enhancement Services#279 · 13 sh | 13 | $1.2K | — | New |
| 280 | Covestor Ltd#280 · 8 sh | 8 | $1.0K | <0.01% | +300.0% |
| 281 | Strengthening Families & Communities#281 · 6 sh | 6 | $536.00 | — | New |
| 282 | ASSETMARK#282 · 5 sh | 5 | $446.00 | — | 0.0% |
| 283 | CULLEN/FROST BANKERS#283 · 4 sh | 4 | $373.00 | 0.00% | -86.2% |
| 284 | JPL Wealth Management#284 · 3 sh | 3 | $268.00 | <0.01% | New |
| 285 | Keating Financial Advisory Services#285 · 1 sh | 1 | $89.00 | 0.00% | New |
| 286 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#286 · 38,750 sh | 38,750 | — | — | -2.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.