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DaveManuel.com · Institutional Ownership · Who Owns It

GLOBAL X FDS (HEAL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

27
Reporting holders
$10.0M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
PARK AVENUE SECURITIES LLC$201.0K7,2770.00%newNEW
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
Banque Cantonale Vaudoise$12.0K4430.00%4qHELD
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
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

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
Q3 20267$7.1M240,4801300.0%
Q2 202627$10.0M361,6022380.0%
Q1 202630$7.7M321,3234870.0%
Q4 202528$17.8M610,1307670.0%
Q3 202530$23.7M745,95630010.0%
Q2 202525$20.2M1,847,7012670.0%
Q1 202526$13.0M1,374,5850750.0%
Q4 202429$13.2M1,342,84724100.0%
Q3 202435$17.7M1,766,55010380.0%
Q2 202431$13.4M1,531,26413140.0%
Q1 202438$17.0M1,790,35866160.0%
Q4 202343$21.3M2,102,87437160.0%
Q3 202348$35.5M3,842,403213150.0%
Q2 202349$48.2M4,132,980410160.0%
Q1 202352$51.2M4,367,573611180.0%
Q4 202252$58.6M5,058,226612150.0%
Q3 202248$78.6M6,954,54059160.0%
Q2 202250$85.8M7,447,433312200.0%
Q1 202258$128.1M8,843,034513240.0%
Q4 202168$175.5M10,609,4491610260.0%
Q3 202162$303.0M17,091,6201219160.0%
Q2 202159$466.1M24,147,680725150.0%
Q1 202169$466.7M24,406,154362060.0%
Q4 202040$179.1M9,384,342211300.0%
Q3 202019$67.0M3,978,51917000.0%
Q2 20201$1.3M68,2850000.0%
Q1 20201$1.3M68,2850000.0%
Q4 20191$1.3M68,2850000.0%
Q3 20191$1.3M68,2850000.0%
Q2 20191$1.3M68,2850000.0%
Q1 20191$1.3M68,2851000.0%