Franklin Genomic AdvancementHELXETF
13F holders, Q3 2024 (September 30)5holders −2
2new positions
3sold out
$32.41avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Franklin Genomic Advancement (HELX) in their 13F filings, down 2 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Glenview Trust Co ($1.1M), LPL Financial LLC ($460K) and UBS Group AG ($15K).
- Company
- Franklin Genomic Advancement
- CUSIP
- 35473P520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $13K |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 4,181 shares bought and 34,650 shares sold, net −30,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Glenview Trust Co | 0.02% | No change | 32,625 | $1.1M |
| LPL Financial LLC | 0.00% | Add +31.2% | 14,197 | $460K |
| UBS Group AG | 0.00% | Add +969.0% | 449 | $15K |
| Royal Bank of Canada | 0.00% | New | 400 | $13K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.9% | 2 | $66 |
"% of holder's portfolio" is HELX's weight in each manager's 13F, not the share of Franklin Genomic Advancement the manager owns.