As of the latest SEC filings, HELIX ENERGY SOLUTIONS GROUP, INC. (HLX) is held by 274 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $81,163,867.40 in market value, representing 0.09% of its portfolio.
Funds holding HELIX ENERGY SOLUTIONS GROUP, INC. (HLX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HLX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $81,163,867.40 | 8,206,660 | Mar 31, 2026 | May 26, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 0.51% | $55,260,243.90 | 5,339,154 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $43,197,818.92 | 4,367,828 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.17% | $40,243,662.49 | 4,379,071 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $33,725,018.68 | 3,410,012 | Mar 31, 2026 | May 28, 2026 |
|
OIH
VanEck Oil Services ETF
|
ETF | Independent / Boutique | 1.14% | $26,741,907.26 | 2,703,934 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $20,142,145.35 | 1,946,101 | Apr 30, 2026 | Jun 24, 2026 |
|
PSBMX
SmallCap Fund
|
MF | Independent / Boutique | 0.78% | $16,455,465.00 | 1,589,900 | Apr 30, 2026 | Jun 25, 2026 |
|
BOTZ
Global X Robotics & Artificial Intelligence ETF
|
ETF | Independent / Boutique | 0.46% | $16,264,121.97 | 1,769,763 | Feb 28, 2026 | Apr 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $15,888,838.84 | 1,606,556 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $15,078,867.62 | 1,524,658 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $14,229,200.70 | 1,374,802 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $13,210,171.90 | 1,335,710 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $12,339,298.06 | 1,247,654 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $10,080,724.05 | 973,983 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.06% | $10,026,759.15 | 968,769 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.10% | $9,326,586.48 | 943,032 | Mar 31, 2026 | May 28, 2026 |
|
XES
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF
|
ETF | State Street (SPDR) | 2.07% | $9,304,274.64 | 940,776 | Mar 31, 2026 | May 28, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 0.08% | $9,142,671.50 | 994,850 | Feb 28, 2026 | Apr 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $9,017,336.07 | 911,763 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $8,993,728.64 | 909,376 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $8,279,213.40 | 799,924 | Apr 30, 2026 | Jun 29, 2026 |
|
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
ETF | Independent / Boutique | 0.84% | $8,199,725.40 | 792,244 | Apr 30, 2026 | Jun 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.08% | $7,997,615.88 | 870,252 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.17% | $7,038,703.11 | 711,699 | Mar 31, 2026 | May 28, 2026 |
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