HELE Helen of Troy Limited

Consumer Defensive

$25.65+3.47%ClosedMarket Cap: $596.6M

As of 2026-05-25

Institutional Ownership Summary

Investors Holding

212

13F Shares

22,422,086

Ownership %

97.3%

New Positions

40

Increased Positions

103

Closed Positions

53

Reduced Positions

63

ETF Exposure

ETF Symbol	ETF Name	Shares Held	Weight %
AFTY	Pacer CSOP FTSE China A50 ETF	1,050,751	0.74%
PSL	Invesco Dorsey Wright Consumer Staples Momentum ETF	42,583	0.67%
VEVFX		204,202	0.43%
VFVA		61,037	0.18%
NUSC	Nuveen ESG Small-Cap	28,034	0.13%
ISMD	Inspire Small/Mid Cap ETF	23,483	0.13%
FNDA	Schwab Fundamental U.S. Small Company Index ETF	592,786	0.10%
VFQY		18,795	0.09%
GSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	22,944	0.04%
VTWV		16,831	0.03%
VCR		90,678	0.02%
VCDAX		90,678	0.02%
NAJ		198,175	0.02%
IWN	iShares Russell 2000 Value ETF	198,175	0.02%
AVSC	Avantis U.S. Small Cap Equity ETF	38,685	0.02%
DFSV	Dimensional - US Small Cap Value ETF	78,398	0.02%
VTWO		113,711	0.01%
RSSL	Global X - Russell 2000 ETF	10,423	0.01%
IWM	iShares Russell 2000 ETF	561,151	0.01%
NJM		561,151	0.01%