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HELO

$64.31+$0.04 (+0.06%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for HELO is being prepared.

Key Stats

Key Stats

Open

$64.30

Day High

$64.32

Day Low

$63.91

Prev Close

$64.27

Volume

0

Avg Volume

342.9K

Day Change

+$0.04

Change %

+0.06%

Fundamentals

Earnings History

Insider Activity

Who Owns This Stock

Who Owns HELO

Other85.5%352 holders
Dealer / Bank12.5%10 holders
Quality / Compounder1.7%2 holders

Based on Q4 2025 13F filings + AC behavioral model

367 institutional holders

Top Holders

1.LPL Financial LLC
+20.8%$211882.2B
2.Forvis Mazars Wealth Advisors, LLC
+10.1%$175166.0B
+5.1%$135391.5B
4.ENVESTNET ASSET MANAGEMENT INC
-32.2%$124537.7B
5.Bank of America Corp
+736.1%$121411.3B
$97243.6B
7.RAYMOND JAMES FINANCIAL INC
+123.6%$77854.9B
8.CGC Financial Services, LLC
+0.2%$72288.4B
9.Legacy Financial Group LLC
-0.0%$64112.0B
10.HighTower Advisors, LLC
+6.1%$63787.6B
11.Cetera Investment Advisers
$61609.4B
12.OSAIC HOLDINGS, INC.
$61498.8B
13.UBS Group AG
+30.7%$59573.0B
14.OSAIC HOLDINGS, INC.
$53603.9B
15.RWA WEALTH PARTNERS, LLC
-8.3%$51640.8B
16.Focus Partners Wealth
$50538.7B
17.AMERIPRISE FINANCIAL INC
+120.2%$48700.6B
18.COMMONWEALTH EQUITY SERVICES, LLC
+10.6%$46296.8B
19.Peterson Wealth Advisors, LLC
+8.6%$45475.0B
20.RAYMOND JAMES FINANCIAL INC
+8.8%$37877.7B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Neutral
Other(85.5%)
Dealer / Bank(12.5%)
Facilitating
Quality / Compounder(1.7%)
Holds through
Income / Defensive(0.3%)
Inflows (flight to yield)
Systematic / Quant(0.0%)
De-risking (mechanical)
Passive / Index(0.0%)
Holds

2% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
↑↑Inst. Flows274 increased/new, 116 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of HELO on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.