Global X Funds - HEAL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 310,304 | 9,065 | 0.0% | 0.0% | 1 | +79,635 | 34.52% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 161,666 | 4,723 | 0.02% | 0.04% | 2 | -190,000 | -54.03% | Q4 2025 | Feb 11, 2026 |
| WT Wealth Management | History | Added to | 88,171 | 2,576 | 0.74% | 0.74% | 3 | +8,066 | 10.07% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,379 | 449 | 0.0% | 0.0% | 4 | -12,078 | -43.99% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,319 | 272 | 0.0% | 0.0% | 5 | +761 | 8.89% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 7,718 | 225 | 0.0% | 0.0% | 6 | -4,700 | -37.85% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,810 | 111 | 0.0% | — | 7 | +3,810 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,396 | 69 | 0.0% | — | 8 | +2,387 | 26522.22% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,149 | 62 | 0.0% | 0.0% | 9 | +1,571 | 271.8% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,867 | 55 | 0.0% | — | 10 | +1,867 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | No change | 1,721 | 50 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,169 | 34 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,058 | 30 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 638 | 18 | 0.0% | 0.0% | 14 | -14 | -2.15% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 606 | 17 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 499 | 14 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 434 | 12 | 0.0% | — | 17 | +434 | New | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 298 | 8 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 176 | 5 | 0.0% | 0.0% | 19 | -123 | -41.14% | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 150 | 4 | 0.0% | — | 20 | +150 | New | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | New | 116 | 3 | 0.0% | — | 22 | +116 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 106 | 3 | 0.0% | — | 21 | +106 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 100 | 2 | 0.0% | — | 23 | +100 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 73 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Added to | 57 | 1 | 0.0% | — | 26 | +43 | 307.14% | Q4 2025 | Jan 29, 2026 |
| Elevated Capital Advisors, LLC | History | New | 43 | 1 | 0.0% | — | 27 | +43 | New | Q4 2025 | Jan 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,528 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -466 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Richard W. Paul & Associates, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -24 | -60.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 24, 2025 |