Franklin Genomic AdvancementHELXETF
13F holders, Q2 2025 (June 30)8holders
1new positions
1sold out
1famous investor
$27.71avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Franklin Genomic Advancement (HELX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($1.8M), LPL Financial LLC ($601K) and Osaic Holdings, Inc. ($87K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Genomic Advancement
- CUSIP
- 35473P520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $42K |
| Exits | 1 | $217K |
All 13F filers, Q1 2025 → Q2 2025: 23,081 shares bought and 12,135 shares sold, net +10,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Citadel Advisors | 0.00% | Add +37.4% | 63,368 | $1.8M |
| LPL Financial LLC | 0.00% | Add +21.5% | 21,680 | $601K |
| Osaic Holdings, Inc. | 0.00% | Add +19.1% | 3,132 | $87K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.5% | 1,687 | $47K |
| Raymond James Financial Inc. | 0.00% | New | 1,500 | $42K |
| UBS Group AG | 0.00% | Reduce -67.6% | 863 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -84.3% | 402 | $11K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is HELX's weight in each manager's 13F, not the share of Franklin Genomic Advancement the manager owns.