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Funds Holding Helios Technologies Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Helios Technologies Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of HLIO →Funds holding
86
as of 2026-07-31
Reported value
$285.9M
summed across funds
Fund families
37
named trusts
Largest conviction
1.90%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| abrdn Focused U.S. Small Cap Active ETFabrdn Funds2.4K sh$190.7K | 1.90% |
| abrdn U.S. Small Cap Equity Fundabrdn Funds94.2K sh$7.3M | 1.86% |
| THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds639.2K sh$49.8M | 1.71% |
| Knights of Columbus Small Cap Equity FundADVISORS' INNER CIRCLE III35.5K sh$2.8M | 1.31% |
| Invesco Dorsey Wright Industrials Momentum ETFInvesco Exchange-Traded Fund Trust70.1K sh$5.5M | 1.29% |
| Allspring Emerging Growth FundALLSPRING FUNDS TRUST30.3K sh$2.4M | 0.77% |
| PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 21.1K sh$88.7K | 0.76% |
| Lord Abbett Micro-Cap Growth FundLORD ABBETT SECURITIES TRUST19.9K sh$1.6M | 0.73% |
| Eventide Small Cap ETFStrategy Shares2.4K sh$188.1K | 0.52% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust28.9K sh$2.3M | 0.52% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds134.7K sh$10.5M | 0.39% |
| Embark Small Cap Equity FundHarbor Funds II26K sh$2M | 0.32% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds155.6K sh$12.1M | 0.30% |
| Dunham Small Cap Value FundDunham Funds3.1K sh$244.5K | 0.26% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO56.6K sh$4.4M | 0.22% |
| AAM Transformers ETFETF Series Solutions6.2K sh$481K | 0.19% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust101.2K sh$7.9M | 0.19% |
| Column Small Cap Select FundTrust for Professional Managers42.6K sh$3.1M | 0.16% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust11.6K sh$901.3K | 0.15% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust228 sh$17.8K | 0.15% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust341 sh$26.6K | 0.15% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST11.6K sh$903.1K | 0.14% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust43.6K sh$3.4M | 0.12% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC119.6K sh$9.3M | 0.12% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC230.6K sh$18M | 0.11% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust185.6K sh$14.5M | 0.10% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.3K sh$882.6K | 0.10% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.9K sh$612.9K | 0.10% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust98.8K sh$7.7M | 0.09% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust128 sh$10K | 0.09% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.1K sh$633.1K | 0.09% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust5K sh$387.4K | 0.09% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust15.4K sh$1.2M | 0.09% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust28.7K sh$2.2M | 0.09% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds44.1K sh$3.4M | 0.08% |
| Global X Russell 2000 ETFGLOBAL X FUNDS16K sh$1.2M | 0.08% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST81K sh$6.3M | 0.08% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust365.1K sh$28.4M | 0.08% |
| Column Small Cap FundTrust for Professional Managers6.2K sh$453K | 0.08% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST3.7K sh$291.8K | 0.08% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST25K sh$1.9M | 0.08% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC187.1K sh$14.6M | 0.07% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust9.1K sh$710.7K | 0.07% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO8.5K sh$661.8K | 0.07% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust707 sh$55.1K | 0.06% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC146.4K sh$11.4M | 0.06% |
| ULTRA SMALL CAP PROFUNDProFunds430 sh$33.5K | 0.06% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust111.6K sh$8.7M | 0.06% |
| First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund9.8K sh$761.5K | 0.06% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds20.2K sh$1.6M | 0.04% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust5.3K sh$412.1K | 0.04% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST11K sh$854.9K | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III3.8K sh$296.3K | 0.04% |
| iShares Morningstar Small-Cap ETFiShares Trust1.3K sh$103.2K | 0.04% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust12.2K sh$950.2K | 0.04% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds5.9K sh$462.5K | 0.03% |
| iShares Morningstar Small-Cap Value ETFiShares Trust3K sh$230.4K | 0.03% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.5K sh$582.6K | 0.03% |
| SMALL-CAP PROFUNDProFunds28 sh$2.2K | 0.03% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds1.5K sh$119.9K | 0.03% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.8K sh$142K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust83.6K sh$6.5M | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.2K sh$1.1M | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds9.6K sh$749.3K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.8K sh$294.3K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust5.5K sh$430.6K | 0.01% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND36.3K sh$2.8M | 0.01% |
| SmallCap Value Fund IIPrincipal Funds, Inc2K sh$153.7K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC56.4K sh$4.4M | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.6K sh$279.5K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC7.1K sh$552.5K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.2K sh$96.8K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC37.3K sh$2.9M | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust9.6K sh$751.2K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust84 sh$6.5K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST80 sh$6.2K | 0.01% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust8.4K sh$658K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III188 sh$14.6K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.2K sh$168.8K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust10.2K sh$790.9K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust17.8K sh$1.4M | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST19.8K sh$1.5M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.9K sh$150.8K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds24.4K sh$1.9M | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust668 sh$52K | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc308 sh$24K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.