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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — HLIO
Institutional Holdings
Insider Transactions
US Institutional Ownership
97.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
2.59M
$231.0M
7.86%
+149.9K
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
1.64M
$146.0M
4.97%
+135.8K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
1.55M
$138.0M
4.69%
-69.4K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
1.46M
$130.0M
4.43%
-15.2K
2026-06-30
Sara-Bay Financial
1.15M
$102.0M
3.47%
-7.2K
2026-06-30
Conestoga Capital Advisors, LLC
1.08M
$96.0M
3.29%
-240.9K
2026-06-30
Invesco Ltd.
1.08M
$96.0M
3.28%
+863.9K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
979.4K
$87.0M
2.97%
+142.6K
2026-06-30
JENNISON ASSOCIATES LLC
977.6K
$87.0M
2.96%
-58.4K
2026-06-30
Thrivent Financial for Lutherans
918.9K
$82.0M
2.78%
-6.6K
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
887.4K
$79.0M
2.69%
-419.3K
2026-06-30
STATE STREET CORP
842.0K
$75.0M
2.55%
+53.9K
2026-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
834.2K
$74.0M
2.53%
-96.8K
2026-06-30
T. Rowe Price Investment Management, Inc.
779.2K
$69.0M
2.36%
-3.2K
2026-06-30
NEUBERGER BERMAN GROUP LLC
761.9K
$68.0M
2.31%
+50.1K
2026-06-30
AMERIPRISE FINANCIAL INC
743.4K
$66.0M
2.25%
+4.2K
2026-06-30
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
718.7K
$64.0M
2.18%
-50.0K
2026-06-30
ACK Asset Management LLC
681.0K
$60.0M
2.06%
-99.4K
2026-06-30
WASATCH ADVISORS LP
660.1K
$58.0M
2.00%
-138.9K
2026-06-30
Nuveen, LLC
507.0K
$45.0M
1.54%
+177.5K
2026-06-30
GOLDMAN SACHS GROUP INC
449.1K
$40.0M
1.36%
+6
2026-06-30
BANK OF AMERICA CORP /DE/
411.1K
$36.0M
1.25%
-99.4K
2026-06-30
Jupiter Topco LLC
408.2K
$36.0M
1.24%
--
2026-06-30
Sixth Street Partners Management Company, L.P.
407.9K
$36.0M
1.24%
--
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
407.9K
$36.0M
1.24%
-12.2K
2026-06-30
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