Franklin Genomic AdvancementHELXETF

13F holders, Q1 2026 (March 31)
6holders
2new positions
2sold out
1famous investor
$33.05avg. 13F price*

At the end of Q1 2026, 6 institutions reported holding Franklin Genomic Advancement (HELX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($1.2M), LPL Financial LLC ($222K) and Franklin Resources Inc. ($88K). 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

0246810 Q1 2024: 10Q1 2024Q2 2024: 7Q2 2024Q3 2024: 5Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 8Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$1.3M
Exits2$39K

All 13F filers, Q4 2025 → Q1 2026: 40,426 shares bought and 6,291 shares sold, net +34,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Citadel Advisors 0.00% New 37,568 $1.2M
LPL Financial LLC 0.00% Reduce -39.8% 6,706 $222K
Franklin Resources Inc. 0.00% New 2,675 $88K
Osaic Holdings, Inc. 0.00% Reduce -25.4% 2,338 $77K
Harbour Investments, Inc. 0.00% Add +9.1% 1,650 $55K
UBS Group AG 0.00% Add +102.3% 89 $3K

"% of holder's portfolio" is HELX's weight in each manager's 13F, not the share of Franklin Genomic Advancement the manager owns.