Robo Global Healthcare TechHTECETF
13F holders, Q1 2025 (March 31)21holders −9
0new positions
9sold out
$27.33avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Robo Global Healthcare Tech (HTEC) in their 13F filings, down 9 from Q4 2024. 0 opened new positions and 9 sold out. The largest holders were UBS Group AG ($8.6M), Morgan Stanley ($2.9M) and Royal Bank of Canada ($1.9M).
- Company
- Robo Global Healthcare Tech
- Filed as
- EXCHANGE TRADED CONCEPTS TRU (Q1 2025)
- CUSIP
- 301505723
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 9 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 42,941 shares bought and 132,930 shares sold, net −89,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| UBS Group AG | 0.00% | Add +13.0% | 313,032 | $8.6M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 106,808 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 70,858 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -24.2% | 63,753 | $1.7M |
| Ellis Investment Partners, LLC | 0.14% | Reduce -0.2% | 25,201 | $689K |
| Citigroup Inc. | 0.00% | Add +6.3% | 22,362 | $611K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -19.6% | 21,259 | $581K |
| Clay Northam Wealth Management, LLC | 0.40% | Add +1.9% | 20,945 | $572K |
| Vontobel Holding Ltd. | 0.00% | Add +7.8% | 19,400 | $530K |
| LPL Financial LLC | 0.00% | Reduce -19.0% | 17,732 | $485K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.4% | 14,312 | $391K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 11,839 | $324K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.5% | 11,578 | $316K |
| Stelac Advisory Services LLC | 0.09% | Add +29.7% | 7,754 | $211K |
| Cwm, LLC | 0.00% | No change | 6,790 | $186K |
| Osaic Holdings, Inc. | 0.00% | Add +66.3% | 5,269 | $144K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,397 | $38K |
| Lindbrook Capital, LLC | 0.00% | Reduce -34.8% | 225 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 140 | $4K |
| Trust Co | 0.00% | No change | 126 | $3K |
| FMR LLC | 0.00% | No change | 88 | $2K |
"% of holder's portfolio" is HTEC's weight in each manager's 13F, not the share of Robo Global Healthcare Tech the manager owns.