13F institutional ownership facts

Institutions tracked

45

Reported value

$24,569,365.00

Reported shares

275,287

Latest filing period

Q2 2026

Top institutional holders

  1. Neuberger Berman · $68,011,572 · 0.05%
  2. PSP Investments · $8,440,016 · 0.02%
  3. Jane Street Group · $16,299,906 · 0%
  4. Nuveen · $45,253,881 · 0.01%
  5. Steve Cohen - Point72 Asset Management · $12,981,859 · 0.01%
  6. Jennison Associates · $87,246,700 · 0.05%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HLIO

Institutional Holdings

45

Top Institutions

Top Institutions

1

Neuberger Berman

761,883 shares

0.05%

% of Portfolio

2

PSP Investments

94,566 shares

0.02%

% of Portfolio

3

Jane Street Group

182,632 shares

0.00%

% of Portfolio

4

Nuveen

507,047 shares

0.01%

% of Portfolio

5

Steve Cohen - Point72 Asset Management

145,455 shares

0.01%

% of Portfolio

6

Jennison Associates

977,554 shares

0.05%

% of Portfolio

7

Invesco

1,083,038 shares

0.01%

% of Portfolio

8

Wellington Management

887,417 shares

0.01%

% of Portfolio

9

Ken Griffin - Citadel Advisors

168,281 shares

NaN%

% of Portfolio

10

David E. Shaw - D.E. Shaw & Co.

109,843 shares

NaN%

% of Portfolio

11

Charles Schwab

407,860 shares

NaN%

% of Portfolio

12

Geode Capital Management

979,448 shares

NaN%

% of Portfolio

13

David Solomon - Goldman Sachs

449,107 shares

NaN%

% of Portfolio

14

Lazard Asset Management

31,260 shares

NaN%

% of Portfolio

15

Northern Trust Corp

334,725 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

2,592,872 shares

NaN%

% of Portfolio

17

Dmitry Balyasny - Balyasny Asset Management

17,621 shares

NaN%

% of Portfolio

18

Cliff Asness - AQR Capital Management

83,114 shares

NaN%

% of Portfolio

19

State Street Corp

841,953 shares

NaN%

% of Portfolio

20

Joel Greenblatt - Gotham Asset Management

9,873 shares

NaN%

% of Portfolio

21

UBS Group

137,859 shares

NaN%

% of Portfolio

22

Morgan Stanley

218,478 shares

NaN%

% of Portfolio

23

Two Sigma Investments

13,325 shares

NaN%

% of Portfolio

24

Franklin Resources

31,776 shares

NaN%

% of Portfolio

25

Voya Investment Mgmt

6,389 shares

NaN%

% of Portfolio

26

Legal & General

26,961 shares

NaN%

% of Portfolio

27

T. Rowe Price

52,263 shares

NaN%

% of Portfolio

28

Canada Pension Plan Investment Board

9,400 shares

NaN%

% of Portfolio

29

Jamie Dimon - JPMorgan Chase

75,187 shares

NaN%

% of Portfolio

30

BNP Paribas

7,285 shares

NaN%

% of Portfolio

31

SG Americas Securities

2,120 shares

NaN%

% of Portfolio

32

Amundi

2,713 shares

NaN%

% of Portfolio

33

PNC Financial Services

418 shares

NaN%

% of Portfolio

34

New York State Teachers Retirement System - New York State Teachers Retirement System

100 shares

NaN%

% of Portfolio

35

Mitsubishi Ufj Asset Management Co., Ltd.

88 shares

NaN%

% of Portfolio

36

Renaissance Technologies

0 shares

0.00%

% of Portfolio

37

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

38

Wasatch Advisors Inc

660,085 shares

0.39%

% of Portfolio

39

Chuck Royce - Royce & Associates

252,199 shares

0.18%

% of Portfolio

40

Paul Tudor Jones - Tudor Investment Corp

141,953 shares

0.02%

% of Portfolio

41

Exoduspoint Capital Management, Lp

13,011 shares

0.01%

% of Portfolio

42

Mario Gabelli - GAMCO Investors

9,144 shares

0.01%

% of Portfolio

43

Diamond Hill Capital Management

14,061 shares

0.01%

% of Portfolio

44

Ray Dalio - Bridgewater Associates

10,166 shares

NaN%

% of Portfolio

45

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

35%

LARGE

30%

MEDIUM

25%

SMALL

10%

Geographic Distribution

North America
65%
Europe
15%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

30

Sellers

25

Holders

70

New

8

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

25

Purchase Value

$14.4M

Role Distribution

CEO
20%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

90

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
75
Recent Activity
60
Concentration
75
Momentum
65
Stability
82

Recent Actions

New

5

Increased

15

Decreased

8

Exited

2

Total

30

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