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HEAL Institutional Ownership

Global X HealthTech ETF
1W: -1.5% 1M: -2.3% 3M: -1.9% YTD: -1.4% 1Y: -9.8% 3Y: +7.0% 5Y: -47.4%
$28.88
-0.08 (-0.28%)
 
Weekly Expected Move ±2.7%
$27 $28 $29 $30 $30
ETF NASDAQ · AUM $31.6M

Institutional Ownership — HEAL

33
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
3
New Positions
4
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (35 total)

# Holder Shares Value Change Change % Holding Period Filing
1 C2P Capital Advisory Group, LLC d.b.a. 152,047 4M +84,758 +126.0% 2Q SEC ↗
2 WT Wealth Management 93,668 3M -7,448 -7.4% 4Q SEC ↗
3 IHT Wealth Management, LLC 27,677 799K -760 -2.7% 2Q SEC ↗
4 Farther Finance Advisors, LLC 22,087 638K +9,690 +78.2% 3Q SEC ↗
5 Daiwa Securities Group Inc. 21,666 626K — +0.0% 4Q SEC ↗
6 LPL Financial LLC 18,004 520K +5,219 +40.8% 4Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 9,828 284K -554 -5.3% 4Q SEC ↗
8 PARK AVENUE SECURITIES LLC NEW 7,277 210K — +0.0% 1Q SEC ↗
9 OSAIC HOLDINGS, INC. 1,823 53K -259 -12.4% 4Q SEC ↗
10 BARCLAYS PLC 1,721 50K — +0.0% 4Q SEC ↗
11 AE Wealth Management LLC 1,017 29K — +0.0% 4Q SEC ↗
12 EverSource Wealth Advisors, LLC 1,010 29K -1,454 -59.0% 4Q SEC ↗
13 JPMORGAN CHASE & CO 587 17K +1 +0.2% 4Q SEC ↗
14 BNP PARIBAS FINANCIAL MARKETS 499 14K — +0.0% 4Q SEC ↗
15 Banque Cantonale Vaudoise 443 13K — +0.0% 4Q SEC ↗
16 INTERNATIONAL ASSETS INVESTMENT MANAGE 434 13K — +0.0% 3Q SEC ↗
17 ROYAL BANK OF CANADA 368 11K -2,235 -85.9% 4Q SEC ↗
18 Institute for Wealth Management, LLC. NEW 308 9K — +0.0% 1Q SEC ↗
19 Rockefeller Capital Management L.P. 298 9K — +0.0% 4Q SEC ↗
20 SBI Securities Co., Ltd. 194 6K -28 -12.6% 4Q SEC ↗
21 MORGAN STANLEY 187 5K -14,987 -98.8% 4Q SEC ↗
22 AMERIFLEX GROUP, INC. 150 4K — +0.0% 3Q SEC ↗
23 Integrated Wealth Concepts LLC NEW 132 4K — +0.0% 1Q SEC ↗
24 Larson Financial Group LLC 91 3K — +0.0% 4Q SEC ↗
25 Triumph Capital Management 86 2K — +0.0% 4Q SEC ↗
26 Abound Wealth Management 73 2K — +0.0% 4Q SEC ↗
27 Elevated Capital Advisors, LLC 43 1K — +0.0% 3Q SEC ↗
28 Richard W. Paul & Associates, LLC 16 0K — +0.0% 4Q SEC ↗
29 UBS Group AG 0 0K -57 -100.0% 2Q SEC ↗
30 SIMPLEX TRADING, LLC 0 0K -1 -100.0% 1Q SEC ↗
31 Sound Income Strategies, LLC 0 0K -116 -100.0% 2Q SEC ↗
32 BANK OF AMERICA CORP /DE 0 0K -638 -100.0% 2Q SEC ↗
33 Allworth Financial LP 0 0K -100 -100.0% 2Q SEC ↗
34 JANE STREET GROUP, LLC 0 0K -38,737 -100.0% 3Q SEC ↗
35 Advisory Services Network, LLC 0 0K -295 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (4)
HolderAddedChange %Total Shares
C2P Capital Advisory Group, LLC d.b +84,758 +126.0% 152,047
Farther Finance Advisors, LLC +9,690 +78.2% 22,087
LPL Financial LLC +5,219 +40.8% 18,004
JPMORGAN CHASE & CO +1 +0.2% 587
Biggest Decreases (8)
HolderReducedChange %Total Shares
MORGAN STANLEY -14,987 -98.8% 187
WT Wealth Management -7,448 -7.4% 93,668
ROYAL BANK OF CANADA -2,235 -85.9% 368
EverSource Wealth Advisors, LLC -1,454 -59.0% 1,010
IHT Wealth Management, LLC -760 -2.7% 27,677
RAYMOND JAMES FINANCIAL INC -554 -5.3% 9,828
OSAIC HOLDINGS, INC. -259 -12.4% 1,823
SBI Securities Co., Ltd. -28 -12.6% 194

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms