HELX Institutional Ownership
Franklin Genomic Advancements ETF
1W: -1.1%
1M: +3.1%
3M: +6.5%
YTD: +20.0%
1Y: +37.6%
3Y: +54.7%
5Y: -22.1%
$43.79
+0.26 (+0.60%)
Weekly Expected Move ±3.1%
$41
$42
$44
$45
$47
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Institutional Ownership — HELX
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
2
New Positions
2
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 38,272 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 33,800 | 1M | -3,768 | -10.0% | 2Q | SEC ↗ |
| 3 | LPL Financial LLC | 15,404 | 675K | +8,698 | +129.7% | 16Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 3,142 | 138K | +804 | +34.4% | 23Q | SEC ↗ |
| 5 | FRANKLIN RESOURCES INC | 2,675 | 117K | — | +0.0% | 2Q | SEC ↗ |
| 6 | HARBOUR INVESTMENTS, INC. | 1,255 | 55K | -395 | -23.9% | 7Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV NEW | 128 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Western Wealth Management, LLC | 0 | 0K | -10 | -100.0% | 1Q | SEC ↗ |
| 9 | UBS Group AG | 0 | 0K | -89 | -100.0% | 2Q | SEC ↗ |
| 10 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 4Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 0 | 0K | — | — | 8Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 0 | 0K | -1,069 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,272 | 2M |
| MERCER GLOBAL ADVISORS INC /ADV | 128 | 6K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 1,069 | 47K |
| UBS Group AG | 89 | 4K |
| Western Wealth Management, LLC | 10 | 0K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +8,698 | +129.7% | 15,404 |
| OSAIC HOLDINGS, INC. | +804 | +34.4% | 3,142 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -3,768 | -10.0% | 33,800 |
| HARBOUR INVESTMENTS, INC. | -395 | -23.9% | 1,255 |