Global X Funds - HEAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 195,122 | 5,758 | 0.28% | 0.21% | 1 | +43,075 | 28.33% | Q3 2026 | Oct 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 27,677 | 763 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,037 | 679 | 0.0% | 0.0% | 3 | +950 | 4.3% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | Added to | 22,148 | 653 | 0.0% | 0.0% | 4 | +4,144 | 23.02% | Q3 2026 | Nov 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 21,666 | 639 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,828 | 271 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,721 | 50 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,823 | 50 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,010 | 29 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 1,017 | 28 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 600 | 17 | 0.01% | — | 11 | +600 | New | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 587 | 16 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 499 | 13 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 368 | 10 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 300 | 8 | 0.0% | — | 17 | +300 | New | Q3 2026 | Nov 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 296 | 8 | 0.0% | 0.0% | 16 | +102 | 52.58% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 298 | 8 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 200 | 5 | 0.0% | — | 19 | +200 | New | Q3 2026 | Oct 21, 2026 |
| MORGAN STANLEY | History | No change | 187 | 5 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 150 | 4 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | New | 100 | 2 | 0.0% | — | 24 | +100 | New | Q3 2026 | Nov 06, 2026 |
| Triumph Capital Management | History | No change | 86 | 2 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Abound Wealth Management | History | No change | 73 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.72% | — | -93,668 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,277 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -434 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 443 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |