Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
239 institutional managers reported holding HLIO for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 45%. 51 opened new positions; 24 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 3.25M | 9.75% | $210.3M | added +2.7% | 2019 Q2 |
| BlackRock | 2.44M | 7.34% | $158.2M | trimmed -1% | 2019 Q3 |
| Dimensional Fund Advisors | 1.62M | 4.86% | $104.8M | unchanged | 2019 Q2 |
| Conestoga Capital Advisors, LLC | 1.33M | 3.98% | $85.8M | trimmed -14.6% | 2019 Q2 |
| Wellington Management | 1.31M | 3.92% | $84.6M | trimmed -34.6% | 2020 Q4 |
| Sara-Bay Financial | 1.15M | 3.46% | $74.7M | trimmed -4.2% | 2020 Q2 |
| Jennison Associates LLC | 1.04M | 3.11% | $67.1M | added +30.1% | 2025 Q4 |
| William Blair Investment Management, LLC | 931.0k | 2.80% | $60.3M | added +58.5% | 2025 Q2 |
| Thrivent Financial for Lutherans | 925.5k | 2.78% | $59.9M | unchanged | 2020 Q1 |
| Geode Capital | 836.8k | 2.51% | $54.2M | added +6.3% | 2019 Q2 |
| Wasatch Advisors LP | 799.0k | 2.40% | $51.7M | added +35.4% | 2019 Q2 |
| State Street | 788.0k | 2.37% | $51.0M | trimmed -1% | 2019 Q2 |
| T. Rowe Price Investment Management, INC. | 782.5k | 2.35% | $50.7M | added +166.5% | 2022 Q3 |
| ACK Asset Management LLC (focused) | 780.4k | 2.34% | $50.5M | unchanged | 2025 Q3 |
| Nomura Asset Management International INC. | 768.7k | 2.31% | $49.8M | added +523.2% | 2025 Q4 |
| Ameriprise Financial INC | 739.3k | 2.22% | $47.9M | added +42.3% | 2019 Q2 |
| Neuberger Berman Group LLC | 711.8k | 2.14% | $46.1M | added +1.1% | 2024 Q1 |
| Vaughan Nelson Investment Management, L.p. | 693.1k | 2.08% | $44.9M | trimmed -8.7% | 2024 Q3 |
| Arrowstreet Capital | 544.2k | 1.63% | $35.2M | trimmed -6.6% | 2025 Q1 |
| Voya Investment Management LLC | 516.9k | 1.55% | $33.5M | added +6.2% | 2019 Q2 |
| Bank OF America CORP /DE/ | 510.5k | 1.53% | $33.1M | trimmed -22.5% | 2019 Q2 |
| Goldman Sachs | 449.1k | 1.35% | $29.1M | added +40.2% | 2019 Q2 |
| Janus Henderson | 448.5k | 1.35% | $29.0M | trimmed -5.6% | 2021 Q3 |
| Charles Schwab Investment Management | 420.1k | 1.26% | $27.2M | trimmed -2.2% | 2019 Q2 |
| SG Capital Management LLC | 372.4k | 1.12% | $24.1M | added +88.4% | 2025 Q4 |
| Nuveen | 329.5k | 0.99% | $21.3M | added +2.7% | 2019 Q2 |
| Northern Trust | 317.7k | 0.95% | $20.6M | added +4.2% | 2019 Q2 |
| Aperture Investors, LLC | 304.0k | 0.91% | $19.7M | opened | 2026 Q1 |
| IAT Reinsurance CO LTD. | 300.0k | 0.90% | $19.4M | unchanged | 2019 Q2 |
| Aberdeen Group plc | 289.2k | 0.87% | $18.7M | added +13.1% | 2025 Q4 |
| MetLife Investment Management, LLC | 280.1k | 0.84% | $18.1M | unchanged | 2019 Q2 |
| Royce & Associates | 266.1k | 0.80% | $17.2M | trimmed -26.4% | 2019 Q2 |
| Rockefeller Capital Management L.p. | 237.9k | 0.71% | $15.4M | trimmed -19.1% | 2024 Q2 |
| Kennedy Capital Management LLC | 229.1k | 0.69% | $14.8M | trimmed -49.9% | 2025 Q3 |
| Invesco | 219.2k | 0.66% | $14.2M | added +219.5% | 2019 Q2 |
| Driehaus Capital Management LLC | 198.0k | 0.59% | $12.8M | trimmed -33% | 2025 Q3 |
| Jane Street | 193.4k | 0.58% | $12.5M | added +21.6% | 2024 Q1 |
| Silvercrest Asset Management Group LLC | 180.1k | 0.54% | $11.7M | trimmed -36.9% | 2025 Q4 |
| Schroder Investment Management Group | 176.1k | 0.53% | $11.4M | trimmed -41.9% | 2024 Q2 |
| BNY Mellon | 161.8k | 0.49% | $10.5M | trimmed -3.3% | 2019 Q2 |
| Raymond James Financial INC | 161.8k | 0.49% | $10.5M | added +15.2% | 2019 Q3 |
| Castleark Management LLC | 160.4k | 0.48% | $10.4M | added +9.3% | 2025 Q3 |
| SEI Investments CO | 155.5k | 0.47% | $10.1M | added +3.6% | 2019 Q4 |
| Leeward Investments, LLC - MA | 149.3k | 0.45% | $9.7M | opened | 2026 Q1 |
| Ceredex Value Advisors LLC | 148.9k | 0.45% | $9.6M | trimmed -22.3% | 2022 Q1 |
| Morgan Stanley | 140.3k | 0.42% | $9.1M | trimmed -1.2% | 2019 Q2 |
| Russell Investments Group, LTD. | 132.5k | 0.40% | $8.6M | trimmed -15.8% | 2023 Q2 |
| Fifth Third Bancorp | 129.8k | 0.39% | $8.4M | added +17367.4% | 2019 Q2 |
| Victory Capital Management INC | 127.4k | 0.38% | $8.3M | trimmed -34.7% | 2025 Q3 |
| Hillsdale Investment Management INC. | 113.0k | 0.34% | $7.3M | opened | 2026 Q1 |
Largest 50 of 239 shown; the full ranked, searchable register is at boothcheck.com/holders/HLIO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.