Evid Invest
Who owns HEALWhat HEAL owns — n/a

Who owns Global X HealthTech ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of HEAL from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 28 institutions disclosed 361,734 shares of Global X HealthTech ETF worth $9.8M — about 33.1% of shares outstanding; the largest disclosed holder is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.

28

13F holders

$9.8M

value, 2026 filers

33.1%

of shares outstanding (361,734 sh)

4

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HEAL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors152,047$4.2M0.2%13.9%+126.0%
2WT Wealth Management93,668$2.6M0.7%8.6%-7.4%
3IHT Wealth Management, LLC27,677$763,6110.0%2.5%-2.7%
4Farther Finance Advisors, LLC22,087$609,3800.0%2%+78.2%
5Daiwa Securities Group Inc.21,666$597,7650.0%2%0.0%
6LPL Financial LLC18,004$496,7300.0%1.6%+40.8%
7RAYMOND JAMES FINANCIAL INC9,828$271,1550.0%0.9%-5.3%
8PARK AVENUE SECURITIES LLCNEW7,277$2010.0%0.7%new
9OSAIC HOLDINGS, INC.1,823$50,2970.0%0.2%-12.4%
10BARCLAYS PLC1,721$47,4820.0%0.2%0.0%
11AE Wealth Management LLC1,017$28,0590.0%0.1%0.0%
12EverSource Wealth Advisors, LLC1,010$27,8660.0%0.1%-97.5%
13JPMORGAN CHASE & CONEW587$16,4140.0%0.1%new
14BNP PARIBAS FINANCIAL MARKETS499$13,7670.0%0%0.0%
15Banque Cantonale Vaudoise443$120.0%0%0.0%
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC434$12,3950.0%0%0.0%
17ROYAL BANK OF CANADA368$10,0000.0%0%-85.9%
18Institute for Wealth Management, LLC.NEW308$8,4980.0%0%new
19Rockefeller Capital Management L.P.298$8,2220.0%0%0.0%
20SBI Securities Co., Ltd.194$5,3520.0%0%-12.6%
21MORGAN STANLEY187$5,1590.0%0%-98.8%
22AMERIFLEX GROUP, INC.150$4,1390.0%0%0.0%
23Integrated Wealth Concepts LLCNEW132$3,6420.0%0%new
24Larson Financial Group LLC91$2,5110.0%0%0.0%
25Triumph Capital Management86$2,3730.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.