Who owns HELO
Which tracked institutional funds hold HELO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HELO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
107 tracked funds added or opened HELO while 71 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HELO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes HELO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HELO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 372 tracked filers holding HELO, 195 increased or opened the position and 185 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HELO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Joseph Group Capital Management$21M
- Bluespring Wealth Management, LLC$13M
- IMA Advisory Services, Inc.$2M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- J.W. COLE ADVISORS, INC.$1M
- Tradewinds, LLC.$1M
Full exits 23
- HighTower Advisors, LLC$64M
- Cambridge Investment Research Advisors, Inc.$26M
- Mariner, LLC$21M
- Leo Wealth, LLC$16M
- Capital Planning Advisors, LLC$12M
- Thrivent Financial for Lutherans$8M
Largest adds
- Forvis Mazars Wealth Advisors, LLC$40M
- LPL Financial LLC$23M
- AMERIPRISE FINANCIAL INC$20M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18M
- Bank of New York Mellon Corp$17M
- NewEdge Advisors, LLC$12M
Largest trims
- Legacy Financial Group LLC$54M
- ENVESTNET ASSET MANAGEMENT INC$47M
- OSAIC HOLDINGS, INC.$45M
- CGC Financial Services, LLC$25M
- Triad Wealth Partners, LLC$18M
- GREAT VALLEY ADVISOR GROUP, INC.$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,615,195 | $244M | 8.9% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 3,326,812 | $225M | 8.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,360,277 | $160M | 5.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,330,627 | $158M | 5.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,876,569 | $127M | 4.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,868,372 | $128M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,727,596 | $117M | 4.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,679,081 | $113M | 4.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,223,032 | $83M | 3.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,120,018 | $76M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 878,512 | $59M | 2.2% | 2026-Q2 |
| Focus Partners Wealth added | 824,518 | $56M | 2.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 763,321 | $52M | 1.9% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 732,936 | $50M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 694,764 | $47M | 1.7% | 2026-Q2 |
| CGC Financial Services, LLC trimmed | 664,952 | $45M | 1.6% | 2026-Q2 |
| Taylor Securities Services, Inc. trimmed | 605,044 | $41M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 554,895 | $37M | 1.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 523,484 | $35M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 505,952 | $34M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 505,473 | $34M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 433,529 | $29M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 414,322 | $28M | 1.0% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 380,100 | $26M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC added | 372,150 | $25M | 0.9% | 2026-Q2 |
| Brookstone Capital Management added | 358,377 | $24M | 0.9% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 308,308 | $21M | 0.8% | 2026-Q2 |
| Joseph Group Capital Management new | 307,601 | $21M | 0.8% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 293,065 | $20M | 0.7% | 2026-Q2 |
| Longview Financial Advisors LLC added | 288,873 | $20M | 0.7% | 2026-Q2 |
| Campbell Deegan Wealth Management, LLC added | 277,002 | $19M | 0.7% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 267,027 | $18M | 0.7% | 2026-Q2 |
| Carr Financial Group Corp added | 263,768 | $18M | 0.7% | 2026-Q2 |
| CENTRAL TRUST Co added | 223,479 | $15M | 0.6% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 205,341 | $14M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 202,248 | $14M | 0.5% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 201,158 | $14M | 0.5% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 197,246 | $13M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 195,672 | $13M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 185,983 | $13M | 0.5% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 185,879 | $13M | 0.5% | 2026-Q2 |
| Crewe Advisors LLC added | 183,760 | $12M | 0.5% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 175,600 | $12M | 0.4% | 2026-Q2 |
| Owl Creek Wealth Partners LLC added | 173,970 | $12M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 173,900 | $12M | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC added | 173,665 | $12M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 170,900 | $12M | 0.4% | 2026-Q2 |
| Allegheny Financial Group added | 169,329 | $11M | 0.4% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 160,705 | $11M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 159,599 | $11M | 0.4% | 2026-Q2 |
| SouthState Bank Corp added | 158,105 | $11M | 0.4% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 157,859 | $11M | 0.4% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC added | 156,248 | $11M | 0.4% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 152,116 | $10M | 0.4% | 2026-Q2 |
| Curtis Advisory Group, LLC added | 151,272 | $10M | 0.4% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. added | 149,775 | $10M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 145,694 | $10M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 144,550 | $10M | 0.4% | 2026-Q2 |
| &PARTNERS trimmed | 136,304 | $9M | 0.3% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC added | 128,528 | $9M | 0.3% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 124,823 | $8M | 0.3% | 2026-Q2 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC added | 122,837 | $8M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 121,967 | $8M | 0.3% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 120,333 | $8M | 0.3% | 2026-Q2 |
| Oak Wealth Advisors LLC trimmed | 113,336 | $8M | 0.3% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 112,131 | $8M | 0.3% | 2026-Q2 |
| Compass Financial Services Inc added | 109,761 | $7M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 109,740 | $7M | 0.3% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC added | 106,768 | $7M | 0.3% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 106,587 | $7M | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC added | 106,062 | $7M | 0.3% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 105,165 | $7M | 0.3% | 2026-Q2 |
| Hughes Financial Services, LLC added | 101,615 | $7M | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 100,775 | $7M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 98,325 | $7M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 95,728 | $6M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 94,384 | $6M | 0.2% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 94,221 | $6M | 0.2% | 2026-Q2 |
| Palumbo Wealth Management LLC added | 92,274 | $6M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 89,555 | $6M | 0.2% | 2026-Q2 |
| DeDora Capital, Inc. added | 88,005 | $6M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 83,971 | $6M | 0.2% | 2026-Q2 |
| Alaska Wealth Advisors, LLC added | 82,720 | $6M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 81,440 | $6M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 81,209 | $5M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 80,158 | $5M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 78,806 | $5M | 0.2% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 78,001 | $5M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 77,212 | $5M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 73,475 | $5M | 0.2% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 73,079 | $5M | 0.2% | 2026-Q2 |
| Firestone Capital Management added | 71,837 | $5M | 0.2% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 67,949 | $5M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC | 66,319 | $4M | 0.2% | 2026-Q2 |
| Wealth Advisors of Tampa Bay, LLC added | 64,374 | $4M | 0.2% | 2026-Q2 |
| Cooper Financial Group trimmed | 63,317 | $4M | 0.2% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 61,801 | $4M | 0.2% | 2026-Q2 |
| McLaughlin Asset Management, Inc. added | 61,388 | $4M | 0.2% | 2026-Q2 |
| RENASANT BANK added | 61,260 | $4M | 0.2% | 2026-Q2 |
| Echo Wealth Management, LLC added | 58,315 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.