Global X Healthtech ETFHEALETF
13F holders, Q4 2025 (December 31)28holders −2
7new positions
8sold out
$29.22avg. 13F price*
At the end of Q4 2025, 28 institutions reported holding Global X Healthtech ETF (HEAL) in their 13F filings, down 2 from Q3 2025. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($9.1M), Daiwa Securities Group Inc. ($4.7M) and WT Wealth Management ($2.6M).
- Company
- Global X Healthtech ETF
- CUSIP
- 37954Y137
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $139K |
| Exits | 8 | $613K |
All 13F filers, Q3 2025 → Q4 2025: 97,222 shares bought and 226,157 shares sold, net −128,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Add +34.5% | 310,304 | $9.1M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -54.0% | 161,666 | $4.7M |
| WT Wealth Management | 0.74% | Add +10.1% | 88,171 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -44.0% | 15,379 | $449K |
| Raymond James Financial Inc. | 0.00% | Add +8.9% | 9,319 | $272K |
| LPL Financial LLC | 0.00% | Reduce -37.9% | 7,718 | $225K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,810 | $111K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26522.2% | 2,396 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +271.8% | 2,149 | $63K |
| Royal Bank of Canada | 0.00% | No change | 1,867 | $55K |
| Barclays PLC | 0.00% | No change | 1,721 | $50K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,169 | $34K |
| AE Wealth Management LLC | 0.00% | No change | 1,058 | $31K |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 638 | $19K |
| JPMorgan Chase & Co. | 0.00% | No change | 606 | $18K |
| BNP Paribas Financial Markets | 0.00% | No change | 499 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 434 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 298 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -41.1% | 176 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 150 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 116 | $4K |
| Triumph Capital Management | 0.00% | New | 106 | $3K |
| Allworth Financial LP | 0.00% | New | 100 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 91 | $3K |
| Abound Wealth Management | 0.00% | No change | 73 | $2K |
| UBS Group AG | 0.00% | Add +307.1% | 57 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 43 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -60.0% | 16 | $467 |
"% of holder's portfolio" is HEAL's weight in each manager's 13F, not the share of Global X Healthtech ETF the manager owns.