HolderBook

GLOBAL X FDS (HEAL)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

26
Reporting holders
$9.8M
Reported value
0.0%
Held as options
-4
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$4.2M152,0470.21%2q+126.0%+$2.3M
WT Wealth Management$2.6M93,6680.72%4q-7.4%-$205.5K
IHT Wealth Management, LLC$763.6K27,6770.02%2q-2.7%-$21.0K
Farther Finance Advisors, LLC$609.4K22,0870.00%3q+78.2%+$267.3K
Daiwa Securities Group Inc.$597.8K21,6660.00%4qHELD
LPL Financial LLC$496.7K18,0040.00%4q+40.8%+$144.0K
RAYMOND JAMES FINANCIAL INC$271.2K9,8280.00%4q-5.3%-$15.3K
OSAIC HOLDINGS, INC.$50.3K1,8230.00%4q-12.4%-$7.1K
BARCLAYS PLC$47.5K1,7210.00%4qHELD
AE Wealth Management LLC$28.1K1,0170.00%4qHELD
EverSource Wealth Advisors, LLC$27.9K1,0100.00%4q-59.0%-$40.1K
JPMORGAN CHASE & CO$16.4K5870.00%4qHELD
BNP PARIBAS FINANCIAL MARKETS$13.8K4990.00%4qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$12.4K4340.00%3qHELD
ROYAL BANK OF CANADA$10.0K3680.00%4q-85.9%-$60.7K
Institute for Wealth Management, LLC.$8.5K3080.00%newNEW
Rockefeller Capital Management L.P.$8.2K2980.00%4qHELD
SBI Securities Co., Ltd.$5.4K1940.00%4q-12.6%
MORGAN STANLEY$5.2K1870.00%4q-98.8%-$413.5K
AMERIFLEX GROUP, INC.$4.1K1500.00%3qHELD
Integrated Wealth Concepts LLC$3.6K1320.00%newNEW
Larson Financial Group LLC$2.5K910.00%4qHELD
Triumph Capital Management$2.4K860.00%3qHELD
Abound Wealth Management$2.0K730.00%4qHELD
Elevated Capital Advisors, LLC$1.2K430.00%3qHELD
Richard W. Paul & Associates, LLC$441160.00%4qHELD
PARK AVENUE SECURITIES LLC$2017,2770.00%newNEW
Banque Cantonale Vaudoise$124430.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202626$9.8M354,0142380.0%
Q1 202630$7.7M321,3234870.0%
Q4 202527$13.1M448,4647660.0%
Q3 202525$12.0M376,13725000.0%