As of the latest SEC filings, HELICAL PLC (HLCL) is held by 30 institutional funds. The largest fund shareholder is INTERNATIONAL CORE EQUITY 2 PORTFOLIO (DFIEX), holding an estimated $2,898,276.79 in market value, representing 0.01% of its portfolio.
Funds holding HELICAL PLC (HLCL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HLCL
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,898,276.79 | 1,114,206 | Apr 30, 2026 | Jun 24, 2026 |
|
REIFX
Third Avenue International Real Estate Value Fund
|
MF | Independent / Boutique | 2.08% | $2,319,462.54 | 890,568 | Apr 30, 2026 | Jun 25, 2026 |
|
JERAX
Janus Henderson Global Real Estate Fund
|
MF | Independent / Boutique | 0.40% | $1,276,454.51 | 550,000 | Mar 31, 2026 | May 29, 2026 |
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $969,185.10 | 372,591 | Apr 30, 2026 | Jun 24, 2026 |
|
REET
iShares Global REIT ETF
|
ETF | BlackRock / iShares | 0.02% | $728,773.76 | 279,816 | Apr 30, 2026 | Jun 25, 2026 |
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $443,112.46 | 170,349 | Apr 30, 2026 | Jun 24, 2026 |
|
ISCF
iShares International Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.07% | $434,712.92 | 166,910 | Apr 30, 2026 | Jun 25, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.04% | $372,210.03 | 160,921 | Mar 31, 2026 | Jun 1, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $283,874.56 | 109,132 | Apr 30, 2026 | Jun 24, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.02% | $194,731.35 | 84,190 | Mar 31, 2026 | May 28, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.04% | $157,471.25 | 68,081 | Mar 31, 2026 | Jun 1, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $142,475.73 | 54,773 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $122,053.68 | 46,922 | Apr 30, 2026 | Jun 24, 2026 |
|
NMMGX
Multi-Manager Global Real Estate Fund
|
MF | Independent / Boutique | 0.15% | $116,058.95 | 50,000 | Mar 31, 2026 | May 28, 2026 |
|
DFE
WisdomTree Europe SmallCap Dividend Fund
|
ETF | WisdomTree | 0.05% | $80,917.95 | 34,984 | Mar 31, 2026 | Jun 1, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.00% | $73,905.41 | 28,412 | Apr 30, 2026 | Jun 24, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $70,445.80 | 27,082 | Apr 30, 2026 | Jun 24, 2026 |
|
DWUSX
World ex U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $54,409.37 | 20,917 | Apr 30, 2026 | Jun 24, 2026 |
|
DWM
WisdomTree International Equity Fund
|
ETF | WisdomTree | 0.01% | $48,531.34 | 20,982 | Mar 31, 2026 | Jun 1, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 0.01% | $45,279.16 | 17,407 | Apr 30, 2026 | Jun 26, 2026 |
|
VGSR
Vert Global Sustainable Real Estate ETF
|
ETF | Independent / Boutique | 0.01% | $39,758.29 | 17,189 | Mar 31, 2026 | May 29, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.01% | $38,517.59 | 14,789 | Apr 30, 2026 | Jun 25, 2026 |
|
IFGL
iShares International Developed Real Estate ETF
|
ETF | BlackRock / iShares | 0.04% | $32,852.85 | 12,614 | Apr 30, 2026 | Jun 25, 2026 |
|
-
LVIP Dimensional International Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $20,409.40 | 8,725 | Mar 31, 2026 | May 18, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.00% | $10,257.29 | 4,419 | Mar 31, 2026 | May 28, 2026 |
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