Franklin Genomic AdvancementHELXETF
13F holders, Q4 2025 (December 31)6holders +1
2new positions
1sold out
$36.31avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Franklin Genomic Advancement (HELX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($404K), Osaic Holdings, Inc. ($114K) and Harbour Investments, Inc. ($55K).
- Company
- Franklin Genomic Advancement
- CUSIP
- 35473P520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $40K |
| Exits | 1 | $12K |
All 13F filers, Q3 2025 → Q4 2025: 3,150 shares bought and 527 shares sold, net +2,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| LPL Financial LLC | 0.00% | Add +22.4% | 11,133 | $404K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,132 | $114K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.6% | 1,512 | $55K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,069 | $39K |
| UBS Group AG | 0.00% | New | 44 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $58 |
"% of holder's portfolio" is HELX's weight in each manager's 13F, not the share of Franklin Genomic Advancement the manager owns.