HELO

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$67.07

-0.67 (-0.99%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HELO · 2026-Q1 methodology → sources →

381 holders

% of shares outstanding held

—

Shares held (13F)

48,552,869

Reporting holders

381

Top holders

largest 100 of 381 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,458,9533.5M	$221M	—	ADD 8%
2	Forvis Mazars Wealth Advisors, LLC	2,894,0242.9M	$185M	—	ADD 10%
3	ENVESTNET ASSET MANAGEMENT INC	2,564,2782.6M	$164M	—	ADD 37%
4	BANK OF AMERICA CORP /DE/	2,420,1582.4M	$155M	—	ADD 9%
5	Bank of New York Mellon Corp	2,229,6532.2M	$142M	—	ADD 10%
6	OSAIC HOLDINGS, INC.	1,889,6581.9M	$121M	—	TRIM -5%
7	RAYMOND JAMES FINANCIAL INC	1,830,7171.8M	$117M	—	ADD 5%
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,706,2441.7M	$109M	—	TRIM -16%
9	Cetera Investment Advisers	1,584,3461.6M	$101M	—	ADD 71%
10	CGC Financial Services, LLC	1,090,0501.1M	$70M	—	—
11	HighTower Advisors, LLC	1,004,4701.0M	$64M	—	ADD 5%
12	AMERIPRISE FINANCIAL INC	976,660976,660	$62M	—	ADD 32%
13	Legacy Financial Group LLC	967,024967,024	$62M	—	—
14	UBS Group AG	919,308919,308	$59M	—	ADD 3%
15	Focus Partners Wealth	780,654780,654	$50M	—	—
16	COMMONWEALTH EQUITY SERVICES, LLC	749,393749,393	$48M	—	ADD 8%
17	RWA WEALTH PARTNERS, LLC	708,571708,571	$45M	—	TRIM -9%
18	Peterson Wealth Advisors, LLC	706,317706,317	$45M	—	ADD 3%
19	Taylor Securities Services, Inc.	695,057695,057	$44M	—	TRIM -7%
20	JPMORGAN CHASE & CO	543,744543,744	$34M	—	ADD 35%
21	ROYAL BANK OF CANADA	511,303511,303	$33M	—	ADD 4%
22	MML INVESTORS SERVICES, LLC	459,978459,978	$29M	—	TRIM -8%
23	UNITED CAPITAL FINANCIAL ADVISORS, LLC	448,851448,851	$29M	—	ADD 9%
24	STIFEL FINANCIAL CORP	437,084437,084	$28M	—	ADD 3%
25	Cambridge Investment Research Advisors, Inc.	407,144407,144	$26M	—	TRIM -34%
26	Mariner, LLC	329,299329,299	$21M	—	ADD 4%
27	Advisory Services Network, LLC	316,622316,622	$20M	—	ADD 39%
28	Brookstone Capital Management	298,189298,189	$19M	—	ADD 24%
29	Garrett Wealth Advisory Group, LLC	292,018292,018	$19M	—	NEW
30	Triad Wealth Partners, LLC	280,770280,770	$18M	—	ADD 54%
31	Longview Financial Advisors LLC	266,746266,746	$17M	—	ADD 6%
32	Campbell Deegan Wealth Management, LLC	264,937264,937	$17M	—	ADD 4%
33	Private Advisor Group, LLC	264,014264,014	$17M	—	TRIM -25%
34	HTG Investment Advisors, Inc.	261,547261,547	$17M	—	—
35	Carr Financial Group Corp	249,734249,734	$16M	—	ADD 15%
36	Leo Wealth, LLC	243,451243,451	$16M	—	TRIM -5%
37	PINNACLE ASSOCIATES LTD	237,560237,560	$15M	—	ADD 105%
38	CARY STREET PARTNERS FINANCIAL LLC	222,792222,792	$14M	—	TRIM -8%
39	GREAT VALLEY ADVISOR GROUP, INC.	213,073213,073	$14M	—	—
40	PATTEN & PATTEN INC/TN	211,965211,965	$14M	—	TRIM -13%
41	SIGNATUREFD, LLC	207,847207,847	$13M	—	TRIM -23%
42	CENTRAL TRUST Co	203,253203,253	$13M	—	TRIM -6%
43	Aspire Capital Advisors LLC	201,832201,832	$13M	—	ADD 4%
44	WealthPlan Investment Management, LLC	201,764201,764	$13M	—	TRIM -5%
45	Capital Planning Advisors, LLC	192,856192,856	$12M	—	ADD 3%
46	Pinnacle Wealth Management Advisory Group, LLC	185,430185,430	$12M	—	ADD 106%
47	CreativeOne Wealth, LLC	182,626182,626	$12M	—	TRIM -9%
48	Crewe Advisors LLC	179,671179,671	$11M	—	ADD 19%
49	Wick Capital Partners, LLC	175,621175,621	$11M	—	—
50	Avior Wealth Management, LLC	172,428172,428	$11M	—	—
51	Avidian Wealth Enterprises, LLC	169,904169,904	$11M	—	NEW
52	Owl Creek Wealth Partners LLC	166,834166,834	$11M	—	NEW
53	&PARTNERS	163,622163,622	$10M	—	ADD 8%
54	Integrated Wealth Concepts LLC	162,463162,463	$10M	—	TRIM -18%
55	Visionary Wealth Advisors	162,211162,211	$10M	—	TRIM -13%
56	Waverly Advisors, LLC	158,504158,504	$10M	—	—
57	SouthState Bank Corp	155,884155,884	$10M	—	ADD 7%
58	Kestra Advisory Services, LLC	152,645152,645	$10M	—	ADD 26%
59	Curtis Advisory Group, LLC	149,721149,721	$10M	—	—
60	Lifelong Wealth Advisors, Inc.	147,747147,747	$9M	—	ADD 4%
61	ORRSTOWN FINANCIAL SERVICES INC	147,270147,270	$9M	—	ADD 23%
62	AIRE ADVISORS, LLC	146,382146,382	$9M	—	ADD 3%
63	Archford Capital Strategies, LLC	144,850144,850	$9M	—	ADD 888%
64	MAI Capital Management	143,156143,156	$9M	—	ADD 35%
65	KESTRA PRIVATE WEALTH SERVICES, LLC	140,509140,509	$9M	—	TRIM -4%
66	AVAII WEALTH MANAGEMENT, LLC	131,378131,378	$8M	—	—
67	Philip James Wealth Mangement, LLC	131,134131,134	$8M	—	TRIM -33%
68	Thrivent Financial for Lutherans	130,908130,908	$8M	—	—
69	BLUEDOOR PRIVATE WEALTH, LLC	122,654122,654	$8M	—	ADD 11%
70	Alaska Permanent Capital Management, LLC	122,243122,243	$8M	—	ADD 10%
71	USAdvisors Wealth Management, LLC	122,850122,850	$8M	—	ADD 7%
72	PRAIRIEVIEW WEALTH PARTNERS, LLC	119,523119,523	$8M	—	ADD 3%
73	Allegheny Financial Group	117,678117,678	$8M	—	ADD 51%
74	DAYMARK WEALTH PARTNERS, LLC	114,226114,226	$7M	—	ADD 3%
75	Oak Wealth Advisors LLC	113,365113,365	$7M	—	ADD 7%
76	Crusonia Wealth Advisors LLC	111,418111,418	$7M	—	ADD 11%
77	Planned Solutions, Inc.	109,884109,884	$7M	—	—
78	Summit Financial, LLC	107,881107,881	$7M	—	TRIM -3%
79	Fiduciary Alliance LLC	101,191101,191	$7M	—	ADD 12%
80	HUB Investment Partners, LLC	105,314105,314	$7M	—	—
81	MONECO ADVISORS, LLC	104,094104,094	$7M	—	TRIM -9%
82	Sprinkle Financial Consultants LLC	101,584101,584	$6M	—	ADD 40%
83	Hughes Financial Services, LLC	100,541100,541	$6M	—	—
84	INTEGRITY ALLIANCE, LLC.	99,08199,081	$6M	—	ADD 2%
85	Compass Financial Services Inc	97,62697,626	$6M	—	ADD 204%
86	SkyView Investment Advisors, LLC	96,62496,624	$6M	—	ADD 13%
87	Envestnet Portfolio Solutions, Inc.	94,91394,913	$6M	—	ADD 13%
88	Skyline Advisors, Inc.	93,48893,488	$6M	—	TRIM -49%
89	WealthPLAN Partners, LLC	92,58492,584	$6M	—	TRIM -18%
90	Cooper Financial Group	91,60891,608	$6M	—	ADD 8%
91	OneDigital Investment Advisors LLC	91,28891,288	$6M	—	ADD 34%
92	Palumbo Wealth Management LLC	90,33190,331	$6M	—	ADD 8%
93	Smallwood Wealth Investment Management, LLC	89,16389,163	$6M	—	ADD 8%
94	Alaska Wealth Advisors, LLC	81,33981,339	$5M	—	ADD 5%
95	Strategic Financial Concepts, LLC	80,42280,422	$5M	—	NEW
96	Valmark Advisers, Inc.	75,72875,728	$5M	—	ADD 524%
97	DeDora Capital, Inc.	75,31275,312	$5M	—	ADD 9%
98	Cordgrass Capital Advisors, LLC	74,63874,638	$5M	—	—
99	Foundations Investment Advisors, LLC	69,79069,790	$4M	—	ADD 29%
100	Capital Investment Advisory Services, LLC	69,01069,010	$4M	—	ADD 56%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

1.2M

2.0M

2.4M

2.6M

3.2M

3.5M

$221M

Forvis Mazars Wealth Advisors, LLC

1.4M

1.9M

2.2M

2.4M

2.6M

2.9M

$185M

ENVESTNET ASSET MANAGEMENT INC

1.5M

2.2M

2.6M

2.8M

1.9M

2.6M

$164M

BANK OF AMERICA CORP /DE/

—

1.3M

1.7M

2.1M

2.2M

2.4M

$155M

Bank of New York Mellon Corp

—

1.5M

1.7M

2.0M

2.2M

$142M

OSAIC HOLDINGS, INC.

2.5M

3.0M

2.9M

2.0M

1.9M

$121M

RAYMOND JAMES FINANCIAL INC

1.2M

1.5M

1.6M

1.4M

1.7M

1.8M

$117M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.0M

1.4M

1.8M

1.9M

2.0M

1.7M

$109M

Cetera Investment Advisers

969K

1.5M

1.4M

746K

927K

1.6M

$101M

CGC Financial Services, LLC

1.0M

1.1M

$70M

HighTower Advisors, LLC

743K

817K

1.2M

905K

960K

1.0M

$64M

AMERIPRISE FINANCIAL INC

—

333K

741K

977K

$62M

Legacy Financial Group LLC

895K

916K

976K

961K

967K

$62M

UBS Group AG

695K

787K

580K

686K

897K

919K

$59M

Focus Partners Wealth

1.2M

672K

695K

734K

772K

781K

$50M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	381	48,552,869	—	$3.1B
2025-Q4	374	45,606,086	—	$3.0B
2025-Q3	344	44,294,330	—	$2.9B
2025-Q2	324	46,385,976	—	$2.9B
2025-Q1	297	38,436,360	—	$2.3B
2024-Q4	273	33,334,914	—	$2.1B
2024-Q3	206	23,396,612	—	$1.4B
2024-Q2	152	13,145,003	—	$711M
2024-Q1	99	5,901,643	—	$330M
2023-Q4	50	2,736,593	—	$145M
2023-Q3	5	540,965	—	$27M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding HELO · 2026-Q1 methodology → sources →

381 holders

% of shares outstanding held

—

Shares held (13F)

48,552,869

Reporting holders

381

Top holders

largest 100 of 381 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,458,9533.5M	$221M	—	ADD 8%
2	Forvis Mazars Wealth Advisors, LLC	2,894,0242.9M	$185M	—	ADD 10%
3	ENVESTNET ASSET MANAGEMENT INC	2,564,2782.6M	$164M	—	ADD 37%
4	BANK OF AMERICA CORP /DE/	2,420,1582.4M	$155M	—	ADD 9%
5	Bank of New York Mellon Corp	2,229,6532.2M	$142M	—	ADD 10%
6	OSAIC HOLDINGS, INC.	1,889,6581.9M	$121M	—	TRIM -5%
7	RAYMOND JAMES FINANCIAL INC	1,830,7171.8M	$117M	—	ADD 5%
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,706,2441.7M	$109M	—	TRIM -16%
9	Cetera Investment Advisers	1,584,3461.6M	$101M	—	ADD 71%
10	CGC Financial Services, LLC	1,090,0501.1M	$70M	—	—
11	HighTower Advisors, LLC	1,004,4701.0M	$64M	—	ADD 5%
12	AMERIPRISE FINANCIAL INC	976,660976,660	$62M	—	ADD 32%
13	Legacy Financial Group LLC	967,024967,024	$62M	—	—
14	UBS Group AG	919,308919,308	$59M	—	ADD 3%
15	Focus Partners Wealth	780,654780,654	$50M	—	—
16	COMMONWEALTH EQUITY SERVICES, LLC	749,393749,393	$48M	—	ADD 8%
17	RWA WEALTH PARTNERS, LLC	708,571708,571	$45M	—	TRIM -9%
18	Peterson Wealth Advisors, LLC	706,317706,317	$45M	—	ADD 3%
19	Taylor Securities Services, Inc.	695,057695,057	$44M	—	TRIM -7%
20	JPMORGAN CHASE & CO	543,744543,744	$34M	—	ADD 35%
21	ROYAL BANK OF CANADA	511,303511,303	$33M	—	ADD 4%
22	MML INVESTORS SERVICES, LLC	459,978459,978	$29M	—	TRIM -8%
23	UNITED CAPITAL FINANCIAL ADVISORS, LLC	448,851448,851	$29M	—	ADD 9%
24	STIFEL FINANCIAL CORP	437,084437,084	$28M	—	ADD 3%
25	Cambridge Investment Research Advisors, Inc.	407,144407,144	$26M	—	TRIM -34%
26	Mariner, LLC	329,299329,299	$21M	—	ADD 4%
27	Advisory Services Network, LLC	316,622316,622	$20M	—	ADD 39%
28	Brookstone Capital Management	298,189298,189	$19M	—	ADD 24%
29	Garrett Wealth Advisory Group, LLC	292,018292,018	$19M	—	NEW
30	Triad Wealth Partners, LLC	280,770280,770	$18M	—	ADD 54%
31	Longview Financial Advisors LLC	266,746266,746	$17M	—	ADD 6%
32	Campbell Deegan Wealth Management, LLC	264,937264,937	$17M	—	ADD 4%
33	Private Advisor Group, LLC	264,014264,014	$17M	—	TRIM -25%
34	HTG Investment Advisors, Inc.	261,547261,547	$17M	—	—
35	Carr Financial Group Corp	249,734249,734	$16M	—	ADD 15%
36	Leo Wealth, LLC	243,451243,451	$16M	—	TRIM -5%
37	PINNACLE ASSOCIATES LTD	237,560237,560	$15M	—	ADD 105%
38	CARY STREET PARTNERS FINANCIAL LLC	222,792222,792	$14M	—	TRIM -8%
39	GREAT VALLEY ADVISOR GROUP, INC.	213,073213,073	$14M	—	—
40	PATTEN & PATTEN INC/TN	211,965211,965	$14M	—	TRIM -13%
41	SIGNATUREFD, LLC	207,847207,847	$13M	—	TRIM -23%
42	CENTRAL TRUST Co	203,253203,253	$13M	—	TRIM -6%
43	Aspire Capital Advisors LLC	201,832201,832	$13M	—	ADD 4%
44	WealthPlan Investment Management, LLC	201,764201,764	$13M	—	TRIM -5%
45	Capital Planning Advisors, LLC	192,856192,856	$12M	—	ADD 3%
46	Pinnacle Wealth Management Advisory Group, LLC	185,430185,430	$12M	—	ADD 106%
47	CreativeOne Wealth, LLC	182,626182,626	$12M	—	TRIM -9%
48	Crewe Advisors LLC	179,671179,671	$11M	—	ADD 19%
49	Wick Capital Partners, LLC	175,621175,621	$11M	—	—
50	Avior Wealth Management, LLC	172,428172,428	$11M	—	—
51	Avidian Wealth Enterprises, LLC	169,904169,904	$11M	—	NEW
52	Owl Creek Wealth Partners LLC	166,834166,834	$11M	—	NEW
53	&PARTNERS	163,622163,622	$10M	—	ADD 8%
54	Integrated Wealth Concepts LLC	162,463162,463	$10M	—	TRIM -18%
55	Visionary Wealth Advisors	162,211162,211	$10M	—	TRIM -13%
56	Waverly Advisors, LLC	158,504158,504	$10M	—	—
57	SouthState Bank Corp	155,884155,884	$10M	—	ADD 7%
58	Kestra Advisory Services, LLC	152,645152,645	$10M	—	ADD 26%
59	Curtis Advisory Group, LLC	149,721149,721	$10M	—	—
60	Lifelong Wealth Advisors, Inc.	147,747147,747	$9M	—	ADD 4%
61	ORRSTOWN FINANCIAL SERVICES INC	147,270147,270	$9M	—	ADD 23%
62	AIRE ADVISORS, LLC	146,382146,382	$9M	—	ADD 3%
63	Archford Capital Strategies, LLC	144,850144,850	$9M	—	ADD 888%
64	MAI Capital Management	143,156143,156	$9M	—	ADD 35%
65	KESTRA PRIVATE WEALTH SERVICES, LLC	140,509140,509	$9M	—	TRIM -4%
66	AVAII WEALTH MANAGEMENT, LLC	131,378131,378	$8M	—	—
67	Philip James Wealth Mangement, LLC	131,134131,134	$8M	—	TRIM -33%
68	Thrivent Financial for Lutherans	130,908130,908	$8M	—	—
69	BLUEDOOR PRIVATE WEALTH, LLC	122,654122,654	$8M	—	ADD 11%
70	Alaska Permanent Capital Management, LLC	122,243122,243	$8M	—	ADD 10%
71	USAdvisors Wealth Management, LLC	122,850122,850	$8M	—	ADD 7%
72	PRAIRIEVIEW WEALTH PARTNERS, LLC	119,523119,523	$8M	—	ADD 3%
73	Allegheny Financial Group	117,678117,678	$8M	—	ADD 51%
74	DAYMARK WEALTH PARTNERS, LLC	114,226114,226	$7M	—	ADD 3%
75	Oak Wealth Advisors LLC	113,365113,365	$7M	—	ADD 7%
76	Crusonia Wealth Advisors LLC	111,418111,418	$7M	—	ADD 11%
77	Planned Solutions, Inc.	109,884109,884	$7M	—	—
78	Summit Financial, LLC	107,881107,881	$7M	—	TRIM -3%
79	Fiduciary Alliance LLC	101,191101,191	$7M	—	ADD 12%
80	HUB Investment Partners, LLC	105,314105,314	$7M	—	—
81	MONECO ADVISORS, LLC	104,094104,094	$7M	—	TRIM -9%
82	Sprinkle Financial Consultants LLC	101,584101,584	$6M	—	ADD 40%
83	Hughes Financial Services, LLC	100,541100,541	$6M	—	—
84	INTEGRITY ALLIANCE, LLC.	99,08199,081	$6M	—	ADD 2%
85	Compass Financial Services Inc	97,62697,626	$6M	—	ADD 204%
86	SkyView Investment Advisors, LLC	96,62496,624	$6M	—	ADD 13%
87	Envestnet Portfolio Solutions, Inc.	94,91394,913	$6M	—	ADD 13%
88	Skyline Advisors, Inc.	93,48893,488	$6M	—	TRIM -49%
89	WealthPLAN Partners, LLC	92,58492,584	$6M	—	TRIM -18%
90	Cooper Financial Group	91,60891,608	$6M	—	ADD 8%
91	OneDigital Investment Advisors LLC	91,28891,288	$6M	—	ADD 34%
92	Palumbo Wealth Management LLC	90,33190,331	$6M	—	ADD 8%
93	Smallwood Wealth Investment Management, LLC	89,16389,163	$6M	—	ADD 8%
94	Alaska Wealth Advisors, LLC	81,33981,339	$5M	—	ADD 5%
95	Strategic Financial Concepts, LLC	80,42280,422	$5M	—	NEW
96	Valmark Advisers, Inc.	75,72875,728	$5M	—	ADD 524%
97	DeDora Capital, Inc.	75,31275,312	$5M	—	ADD 9%
98	Cordgrass Capital Advisors, LLC	74,63874,638	$5M	—	—
99	Foundations Investment Advisors, LLC	69,79069,790	$4M	—	ADD 29%
100	Capital Investment Advisory Services, LLC	69,01069,010	$4M	—	ADD 56%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

1.2M

2.0M

2.4M

2.6M

3.2M

3.5M

$221M

Forvis Mazars Wealth Advisors, LLC

1.4M

1.9M

2.2M

2.4M

2.6M

2.9M

$185M

ENVESTNET ASSET MANAGEMENT INC

1.5M

2.2M

2.6M

2.8M

1.9M

2.6M

$164M

BANK OF AMERICA CORP /DE/

—

1.3M

1.7M

2.1M

2.2M

2.4M

$155M

Bank of New York Mellon Corp

—

1.5M

1.7M

2.0M

2.2M

$142M

OSAIC HOLDINGS, INC.

2.5M

3.0M

2.9M

2.0M

1.9M

$121M

RAYMOND JAMES FINANCIAL INC

1.2M

1.5M

1.6M

1.4M

1.7M

1.8M

$117M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.0M

1.4M

1.8M

1.9M

2.0M

1.7M

$109M

Cetera Investment Advisers

969K

1.5M

1.4M

746K

927K

1.6M

$101M

CGC Financial Services, LLC

1.0M

1.1M

$70M

HighTower Advisors, LLC

743K

817K

1.2M

905K

960K

1.0M

$64M

AMERIPRISE FINANCIAL INC

—

333K

741K

977K

$62M

Legacy Financial Group LLC

895K

916K

976K

961K

967K

$62M

UBS Group AG

695K

787K

580K

686K

897K

919K

$59M

Focus Partners Wealth

1.2M

672K

695K

734K

772K

781K

$50M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	381	48,552,869	—	$3.1B
2025-Q4	374	45,606,086	—	$3.0B
2025-Q3	344	44,294,330	—	$2.9B
2025-Q2	324	46,385,976	—	$2.9B
2025-Q1	297	38,436,360	—	$2.3B
2024-Q4	273	33,334,914	—	$2.1B
2024-Q3	206	23,396,612	—	$1.4B
2024-Q2	152	13,145,003	—	$711M
2024-Q1	99	5,901,643	—	$330M
2023-Q4	50	2,736,593	—	$145M
2023-Q3	5	540,965	—	$27M

Short interest has its own tab now — open SI →

HELO☆

Institutional ownership· 13F filers holding HELO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding HELO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

HELO