HTEC Institutional Ownership
ROBO Global Healthcare Technology and Innovation ETF
1W: -2.1%
1M: +1.6%
3M: +11.5%
YTD: +22.6%
1Y: +37.2%
3Y: +73.2%
5Y: -9.3%
$43.41
+0.12 (+0.28%)
Weekly Expected Move ±2.9%
$41
$42
$43
$45
$46
Overview
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Institutional Ownership — HTEC
33
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
6
New Positions
4
Increased
15
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 298,175 | $13M | -5,235 | -1.7% | 28Q | SEC ↗ |
| 2 | MORGAN STANLEY | 105,642 | $5M | +2,206 | +2.1% | 21Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 64,534 | $3M | -498 | -0.8% | 27Q | SEC ↗ |
| 4 | Tidal Investments LLC NEW | 45,589 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 23,164 | $1M | +9,603 | +70.8% | 2Q | SEC ↗ |
| 6 | CITIGROUP INC | 23,082 | $1M | +205 | +0.9% | 14Q | SEC ↗ |
| 7 | Ellis Investment Partners, LLC | 20,003 | $868K | -1,141 | -5.4% | 22Q | SEC ↗ |
| 8 | Arax Advisory Partners | 19,575 | $850K | -50 | -0.3% | 2Q | SEC ↗ |
| 9 | Vontobel Holding Ltd. | 18,000 | $781K | — | +0.0% | 10Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 17,961 | $780K | -4,962 | -21.6% | 5Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 17,901 | $777K | -629 | -3.4% | 7Q | SEC ↗ |
| 12 | LPL Financial LLC | 16,857 | $732K | -5,569 | -24.8% | 23Q | SEC ↗ |
| 13 | Clay Northam Wealth Management, LLC | 16,000 | $695K | -1,500 | -8.6% | 19Q | SEC ↗ |
| 14 | Migdal Insurance & Financial Holdings | 13,286 | $577K | -1,144 | -7.9% | 26Q | SEC ↗ |
| 15 | Stelac Advisory Services LLC | 12,800 | $556K | — | +0.0% | 19Q | SEC ↗ |
| 16 | Beacon Pointe Advisors, LLC | 9,113 | $396K | -75 | -0.8% | 2Q | SEC ↗ |
| 17 | Capital Square, LLC | 8,346 | $362K | +600 | +7.7% | 2Q | SEC ↗ |
| 18 | Corient Private Wealth LP | 6,878 | $299K | -2,775 | -28.7% | 15Q | SEC ↗ |
| 19 | Regal Investment Advisors LLC NEW | 6,727 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 20 | CWM, LLC | 5,916 | $257K | -878 | -12.9% | 18Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 3,997 | $174K | -200 | -4.8% | 26Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1,575 | $68K | — | +0.0% | 4Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV NEW | 976 | $42K | — | +0.0% | 1Q | SEC ↗ |
| 24 | DUNCKER STREETT & CO INC | 490 | $21K | — | +0.0% | 5Q | SEC ↗ |
| 25 | Bullseye Investment Management, LLC | 260 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Trust Co | 126 | $5K | — | +0.0% | 17Q | SEC ↗ |
| 27 | LifeSteps Financial, Inc. NEW | 125 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 94 | $4K | — | +0.0% | 15Q | SEC ↗ |
| 29 | VALLEY NATIONAL ADVISERS INC | 36 | $2K | — | +0.0% | 5Q | SEC ↗ |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 31 | FMR LLC NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 0 | $0K | -12,781 | -100.0% | 1Q | SEC ↗ |
| 33 | IFP Advisors, Inc | 0 | $0K | -140 | -100.0% | 20Q | SEC ↗ |
| 34 | Advisory Services Network, LLC | 0 | $0K | -245 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Tidal Investments LLC | 45,589 | $2M |
| Regal Investment Advisors LLC | 6,727 | $292K |
| MERCER GLOBAL ADVISORS INC /ADV | 976 | $42K |
| LifeSteps Financial, Inc. | 125 | $5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 4 | $0K |
| FMR LLC | 2 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 12,781 | $555K |
| Advisory Services Network, LLC | 245 | $11K |
| IFP Advisors, Inc | 140 | $6K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +9,603 | +70.8% | 23,164 |
| MORGAN STANLEY | +2,206 | +2.1% | 105,642 |
| Capital Square, LLC | +600 | +7.7% | 8,346 |
| CITIGROUP INC | +205 | +0.9% | 23,082 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -5,569 | -24.8% | 16,857 |
| UBS Group AG | -5,235 | -1.7% | 298,175 |
| JANE STREET GROUP, LLC | -4,962 | -21.6% | 17,961 |
| Corient Private Wealth LP | -2,775 | -28.7% | 6,878 |
| Clay Northam Wealth Management, LLC | -1,500 | -8.6% | 16,000 |
| Migdal Insurance & Financial Holdin | -1,144 | -7.9% | 13,286 |
| Ellis Investment Partners, LLC | -1,141 | -5.4% | 20,003 |
| CWM, LLC | -878 | -12.9% | 5,916 |
| RAYMOND JAMES FINANCIAL INC | -629 | -3.4% | 17,901 |
| ROYAL BANK OF CANADA | -498 | -0.8% | 64,534 |
| OSAIC HOLDINGS, INC. | -200 | -4.8% | 3,997 |
| Beacon Pointe Advisors, LLC | -75 | -0.8% | 9,113 |
| Arax Advisory Partners | -50 | -0.3% | 19,575 |