TEKLA HEALTHCARE OPPORTUNITI (THQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
91
Reporting holders
$136.2M
Reported value
0.0%
Held as options
+11
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $26.9M | 1,436,568 | 0.00% | 35q | +6.7%+$1.7M |
| ROYAL BANK OF CANADA | $20.8M | 1,108,986 | 0.00% | 31q | -3.0%-$651.4K |
| RAYMOND JAMES FINANCIAL INC | $13.6M | 726,863 | 0.00% | 7q | -7.3%-$1.1M |
| Heron Bay Capital Management | $10.5M | 562,344 | 0.95% | 14q | -5.4%-$599.9K |
| LPL Financial LLC | $6.5M | 346,884 | 0.00% | 31q | +13.0%+$746.0K |
| AMERIPRISE FINANCIAL INC | $3.8M | 203,590 | 0.00% | 31q | -46.4%-$3.3M |
| UBS Group AG | $3.7M | 196,425 | 0.00% | 31q | -36.3%-$2.1M |
| FIRST TRUST ADVISORS LP | $2.8M | 147,949 | 0.00% | 31q | +4.2%+$112.2K |
| STIFEL FINANCIAL CORP | $2.7M | 145,076 | 0.00% | 31q | -2.8%-$79.5K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.7M | 143,003 | 0.17% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 138,800 | 0.00% | 31q | +1.0%+$27.0K |
| Steward Partners Investment Advisory, LLC | $2.6M | 136,587 | 0.01% | 29q | +5.3%+$129.1K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 100,702 | 0.00% | 31q | -5.3%-$105.8K |
| Next Level Private LLC | $1.7M | 93,047 | 0.34% | 16q | +9.2%+$147.3K |
| Z3 Capital Partners, LLC | $1.7M | 90,460 | 0.36% | 3q | +1.2%+$20.1K |
| Private Advisor Group, LLC | $1.6M | 86,445 | 0.01% | 21q | +14.4%+$203.8K |
| Aviance Capital Partners, LLC | $1.6M | 86,181 | 0.17% | 31q | HELD |
| Cetera Investment Advisers | $1.4M | 72,397 | 0.00% | 23q | +4.9%+$63.2K |
| Shaker Financial Services, LLC | $1.3M | 70,493 | 0.41% | 2q | +116.2%+$709.7K |
| Marex Group Ltd | $1.2M | 64,474 | 0.01% | new | NEW |
| Regatta Research & Money Management | $1.2M | 63,350 | 1.12% | new | FIRST |
| EVOLVE PRIVATE WEALTH, LLC | $1.1M | 58,387 | 0.07% | 3q | -18.9%-$254.2K |
| OSAIC HOLDINGS, INC. | $1.1M | 58,326 | 0.00% | 26q | +39.7%+$310.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.1M | 57,930 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $1.0M | 55,974 | 0.00% | 7q | -9.0%-$103.8K |
| World Investment Advisors | $903.4K | 53,643 | 0.01% | 3q | -22.3%-$258.7K |
| JANE STREET GROUP, LLC | $880.5K | 47,008 | 0.00% | 5q | +45.3%+$274.4K |
| Westbourne Investment Advisors, Inc. | $870.9K | 46,500 | 0.24% | 5q | +3.1%+$26.2K |
| D.A. DAVIDSON & CO. | $835.1K | 44,588 | 0.00% | 31q | HELD |
| BENJAMIN EDWARDS INC | $802.9K | 42,867 | 0.01% | 8q | +3.8%+$29.3K |
| Summit Financial, LLC | $753.4K | 40,225 | 0.01% | 7q | +1.4%+$10.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $724.5K | 38,151 | 0.00% | 12q | -3.2%-$24.3K |
| Kingsview Wealth Management, LLC | $717.3K | 38,295 | 0.01% | 22q | -2.1%-$15.6K |
| STEPHENS INC /AR/ | $715.1K | 38,179 | 0.01% | 4q | +1.2%+$8.3K |
| HBK Sorce Advisory LLC | $648.0K | 34,302 | 0.01% | 31q | +22.6%+$119.5K |
| Samalin Investment Counsel, LLC | $637.0K | 34,010 | 0.20% | 13q | -25.9%-$222.8K |
| PMG Family Office LLC | $587.3K | 31,356 | 0.54% | 4q | +1.8%+$10.1K |
| XTX Topco Ltd | $576.7K | 30,791 | 0.01% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $570.5K | 30,362 | 0.03% | 22q | +10.5%+$54.2K |
| OPPENHEIMER & CO INC | $467.2K | 24,944 | 0.00% | 25q | -1.9%-$9.2K |
| PNC Financial Services Group, Inc. | $457.2K | 24,410 | 0.00% | 31q | HELD |
| ADVISORTRUST PARTNERS, LLC | $450.7K | 24,063 | 0.15% | 2q | +43.4%+$136.4K |
| MGO ONE SEVEN LLC | $449.0K | 23,973 | 0.01% | new | NEW |
| &PARTNERS | $441.5K | 23,571 | 0.00% | 31q | -16.2%-$85.4K |
| Cerity Partners LLC | $420.6K | 22,456 | 0.00% | 8q | HELD |
| WORLD EQUITY GROUP, INC. | $380.9K | 20,336 | 0.09% | 8q | +8.7%+$30.6K |
| MML INVESTORS SERVICES, LLC | $367.6K | 19,625 | 0.00% | 31q | -2.3%-$8.8K |
| Pine Valley Investments Ltd Liability Co | $344.6K | 18,400 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $324.0K | 17,296 | 0.00% | 2q | +25.0%+$64.8K |
| COMMERCE BANK | $320.8K | 17,127 | 0.00% | 14q | HELD |
| Tradition Wealth Management, LLC | $307.9K | 16,437 | 0.02% | 23q | -1.8%-$5.7K |
| PFG Investments, LLC | $274.3K | 14,645 | 0.01% | 10q | -3.3%-$9.3K |
| Madison Park Capital Advisors, LLC | $248.8K | 1,698 | 0.18% | 11q | -87.9%-$1.8M |
| Maridea Wealth Management LLC | $229.5K | 12,253 | 0.02% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $229.3K | 12,267 | 0.01% | 26q | -6.2%-$15.1K |
| HighTower Advisors, LLC | $227.3K | 12,133 | 0.00% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $224.8K | 12,000 | 0.06% | 4q | HELD |
| Mariner, LLC | $221.7K | 11,835 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $219.7K | 11,730 | 0.00% | 10q | +7.3%+$15.0K |
| NWF Advisory Services Inc. | $215.6K | 11,510 | 0.02% | 6q | +2.2%+$4.7K |
| CoreCap Advisors, LLC | $207.7K | 11,087 | 0.01% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $203.1K | 10,845 | 0.01% | 22q | HELD |
| ARS Wealth Advisors Group, LLC | $198.3K | 10,588 | 0.02% | 11q | -15.9%-$37.6K |
| StoneX Group Inc. | $197.4K | 10,538 | 0.01% | 23q | -7.6%-$16.2K |
| WealthTrust Axiom LLC | $196.7K | 10,500 | 0.04% | 8q | HELD |
| TRUIST FINANCIAL CORP | $195.2K | 10,419 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $81.5K | 4,351 | 0.00% | 31q | -72.8%-$217.6K |
| Geneos Wealth Management Inc. | $77.0K | 4,110 | 0.00% | 42q | HELD |
| Global Retirement Partners, LLC | $76.8K | 4,101 | 0.00% | 5q | HELD |
| EverSource Wealth Advisors, LLC | $74.9K | 4,000 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $70.1K | 3,742 | 0.00% | 2q | -81.5%-$308.5K |
| Allworth Financial LP | $50.6K | 2,700 | 0.00% | 2q | +12.5%+$5.6K |
| Integrated Wealth Concepts LLC | $45.0K | 2,400 | 0.00% | new | NEW |
| Costello Asset Management, INC | $44.9K | 2,397 | 0.01% | 6q | +2.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.4K | 2,315 | 0.00% | 8q | -19.0%-$10.2K |
| ARMSTRONG ADVISORY GROUP, INC | $41.4K | 2,208 | 0.00% | new | NEW |
| Triumph Capital Management | $40.2K | 2,144 | 0.01% | 8q | +14.6%+$5.1K |
| LANARK FINANCIAL, INC. | $37.1K | 1,979 | 0.00% | 12q | +1.9% |
| NewEdge Advisors, LLC | $35.0K | 1,870 | 0.00% | new | NEW |
| GABLES CAPITAL MANAGEMENT INC. | $32.7K | 1,745 | 0.01% | 10q | HELD |
| Allied Private Wealth LLC | $17.5K | 924 | 0.01% | new | FIRST |
| HARBOUR INVESTMENTS, INC. | $15.5K | 827 | 0.00% | 2q | HELD |
| Provenance Wealth Advisors, LLC | $9.5K | 505 | 0.00% | 12q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $9.4K | 500 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $8.7K | 464,627 | 0.07% | 2q | +4.0% |
| SWAN Capital LLC | $7.6K | 408 | 0.00% | 7q | HELD |
| Strategic Wealth Partners, Ltd. | $6.6K | 350 | 0.00% | 3q | HELD |
| Tidemark, LLC | $6.0K | 320 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 195 | 0.00% | 4q | HELD |
| WEDBUSH SECURITIES INC | $3.5K | 187,779 | 0.09% | 31q | +8.2% |
| Farther Finance Advisors, LLC | $2.1K | 114 | 0.00% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 107,042 | 0.00% | 31q | +97.9% |
| JFS WEALTH ADVISORS, LLC | $881 | 47 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $782 | 41,740 | 0.00% | 31q | +34.2% |
| Stolper Co | $742 | 39,612 | 0.19% | 4q | +3.5% |
| COHEN & STEERS, INC. | $709 | 37,845 | 0.00% | 31q | HELD |
| HRT FINANCIAL LP | $324 | 17,335 | 0.00% | new | NEW |
| Fourth Dimension Wealth, LLC | $131 | 7 | 0.00% | 7q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 91 | $136.2M | 7,262,463 | 15 | 28 | 25 | 0.0% |
| Q1 2026 | 80 | $120.9M | 7,190,415 | 9 | 26 | 21 | 0.0% |
| Q4 2025 | 86 | $138.0M | 7,209,286 | 5 | 28 | 26 | 0.0% |
| Q3 2025 | 96 | $124.0M | 7,168,479 | 15 | 33 | 24 | 0.0% |
| Q2 2025 | 89 | $149.1M | 8,107,926 | 11 | 25 | 26 | 0.0% |
| Q1 2025 | 84 | $145.6M | 7,056,901 | 8 | 30 | 20 | 0.0% |
| Q4 2024 | 96 | $142.2M | 7,519,258 | 14 | 24 | 28 | 0.0% |
| Q3 2024 | 92 | $167.0M | 7,576,126 | 18 | 20 | 30 | 0.0% |
| Q2 2024 | 85 | $164.8M | 8,095,959 | 13 | 23 | 24 | 0.0% |
| Q1 2024 | 84 | $239.6M | 11,931,831 | 14 | 26 | 28 | 0.0% |
| Q4 2023 | 86 | $212.1M | 11,709,573 | 11 | 29 | 29 | 0.0% |
| Q3 2023 | 80 | $148.6M | 8,750,747 | 15 | 28 | 19 | 0.0% |
| Q2 2023 | 67 | $156.1M | 8,186,517 | 3 | 25 | 19 | 0.0% |
| Q1 2023 | 78 | $150.4M | 8,016,737 | 11 | 25 | 23 | 0.0% |
| Q4 2022 | 71 | $157.7M | 7,963,923 | 9 | 25 | 20 | 0.0% |
| Q3 2022 | 80 | $150.4M | 8,297,997 | 9 | 35 | 15 | 0.0% |
| Q2 2022 | 84 | $160.3M | 8,039,582 | 6 | 29 | 25 | 0.0% |
| Q1 2022 | 93 | $180.4M | 8,105,214 | 10 | 31 | 20 | 0.0% |
| Q4 2021 | 92 | $204.9M | 7,989,642 | 11 | 28 | 20 | 0.0% |
| Q3 2021 | 80 | $183.5M | 8,098,811 | 9 | 35 | 15 | 0.0% |
| Q2 2021 | 77 | $183.5M | 7,942,822 | 6 | 21 | 26 | 0.0% |
| Q1 2021 | 72 | $177.1M | 8,151,654 | 11 | 27 | 21 | 0.0% |
| Q4 2020 | 66 | $166.8M | 8,190,211 | 7 | 22 | 24 | 0.0% |
| Q3 2020 | 64 | $149.6M | 8,273,826 | 3 | 22 | 22 | 0.0% |
| Q2 2020 | 68 | $148.6M | 8,355,517 | 7 | 28 | 17 | 0.0% |
| Q1 2020 | 78 | $120.1M | 7,820,658 | 20 | 24 | 20 | 0.0% |
| Q4 2019 | 65 | $163.3M | 8,561,403 | 9 | 22 | 15 | 0.0% |
| Q3 2019 | 58 | $142.7M | 8,174,257 | 3 | 26 | 13 | 0.0% |
| Q2 2019 | 61 | $145.5M | 8,165,448 | 6 | 24 | 13 | 0.0% |
| Q1 2019 | 64 | $155.8M | 8,846,369 | 7 | 18 | 22 | 0.0% |
| Q4 2018 | 59 | $152.8M | 9,109,518 | 0 | 3 | 2 | 0.0% |