Franklin Genomic AdvancementHELXETF
13F holders, Q3 2025 (September 30)5holders −3
0new positions
3sold out
$30.80avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Franklin Genomic Advancement (HELX) in their 13F filings, down 3 from Q2 2025. 0 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($282K), Osaic Holdings, Inc. ($96K) and Harbour Investments, Inc. ($50K).
- Company
- Franklin Genomic Advancement
- CUSIP
- 35473P520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 78,365 shares sold, net −78,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| LPL Financial LLC | 0.00% | Reduce -58.0% | 9,096 | $282K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,132 | $96K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 1,637 | $50K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 402 | $12K |
| Morgan Stanley | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is HELX's weight in each manager's 13F, not the share of Franklin Genomic Advancement the manager owns.