Who owns HELX?
Franklin Genomic Advancements ETF · Franklin
7 institutions reported holding HELX, worth $3.8M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of HELX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 38,272 | New position |
| Citadel Advisors LLC | Miami, FL | $1.4M | 33,800 | −3,768 shares |
| LPL Financial LLC | Fort Mill, SC | $616K | 15,404 | +8,698 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $126K | 3,142 | +804 shares |
| Franklin Resources Inc. | San Mateo, CA | $107K | 2,675 | No change |
| Harbour Investments, Inc. | Madison, WI | $50K | 1,255 | −395 shares |
| JPMorgan Chase & Co | New York, NY | $1 | 0 | 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 HELX?
7 institutional managers reported holding HELX in Form 13F filings for June 30, 2026, worth $3.8M in total. The largest reported position was held by Susquehanna International Group, LLP, at $1.5M.
Did institutions buy or sell HELX last quarter?
Reported 13F value rose 124.0% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 2 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 HELX 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.