your badges 52W Range $23–$24 56% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

HELS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $23.96
52W Range $23–$24

HELS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmountCurrencyYield
Dec 30, 2025$0.01USD—

Institutional owners (13F) 9 filers · $2.9M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 9
Value held $2.9M
New positions 0
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 (-6 vs prior Q) 2 (0 vs prior Q) 1 (0 vs prior Q) 3 (+2 vs prior Q) -94K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BANK OF AMERICA CORP /DE/ $1,504,200 60,000 52.68% Shares
GTS SECURITIES LLC $637,330 25,422 22.32% Shares
HighTower Advisors, LLC $396,106 15,800 13.87% Shares
Farther Finance Advisors, LLC $210,413 8,393 7.37% Shares
BANK OF MONTREAL /CAN/ $58,263 2,324 2.04% Shares
OSAIC HOLDINGS, INC. $37,605 1,500 1.32% Shares
UBS Group AG $5,240 209 0.18% Shares
Game Plan Financial Advisors, LLC $5,014 200 0.18% Shares
Copia Wealth Management $1,254 50 0.04% Shares

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