Who owns HEAL?
Global X HealthTech ETF · Global X
28 institutions reported holding HEAL, worth $10.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $4.2M | 152,047 | +84,758 shares |
| WT Wealth Management | Scottsdale, AZ | $2.6M | 93,668 | −7,448 shares |
| IHT Wealth Management, LLC | Chicago, IL | $764K | 27,677 | −760 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $609K | 22,087 | +9,690 shares |
| Daiwa Securities Group Inc. | Chiyoda-Ku,tokyo, Japan | $598K | 21,666 | No change |
| LPL Financial LLC | Fort Mill, SC | $497K | 18,004 | +5,219 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $271K | 9,828 | −554 shares |
| Park Avenue Securities LLC | New York, NY | $201K | 7,277 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $50K | 1,823 | −259 shares |
| Barclays PLC | London, United Kingdom | $47K | 1,721 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HEAL?
28 institutional managers reported holding HEAL in Form 13F filings for June 30, 2026, worth $10.0M in total. The largest reported position was held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, at $4.2M.
Did institutions buy or sell HEAL last quarter?
Reported 13F value rose 30.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HEAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.