HEAL institutional holders

Global X HealthTech ETF · 29 reporting institutions · $9.8M reported value

Funds that can replace HEAL · HEAL return decomposition

Institutional holdings

Institutions reporting HEAL, largest first
InstitutionReported positionAdvisors at firmReport period
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$4.2M1032026-06-30
Wt Wealth Management$2.6M132026-06-30
Iht Wealth Management LLC$763.6K1592026-06-30
Farther Finance Advisors, LLC$609.4K3342026-06-30
Daiwa Securities Group Inc.$597.8K02026-06-30
Lpl Financial LLC$496.7K23,4582026-06-30
Raymond James Financial Inc$271.2K02026-06-30
Osaic Holdings, Inc.$50.3K02026-06-30
Barclays PLC$47.5K02026-06-30
Glenmede Trust Co NA$31.2K62025-09-30
Ae Wealth Management LLC$28.1K4712026-06-30
Eversource Wealth Advisors, LLC$27.9K772026-06-30
Jpmorgan Chase & Co$16.4K02026-06-30
Bnp Paribas Financial Markets$13.8K02026-06-30
International Assets Investment Management, LLC$12.4K1222026-06-30
Royal Bank of Canada$10K02026-06-30
Institute for Wealth Management, Llc.$8.5K132026-06-30
Rockefeller Capital Management LP$8.2K3462026-06-30
Sbi Securities Co., Ltd.$5.4K02026-06-30
Morgan Stanley$5.2K23,1852026-06-30
Ameriflex Group, Inc.$4.1K2122026-06-30
Integrated Wealth Concepts LLC$3.6K4802026-06-30
Larson Financial Group LLC$2.5K672026-06-30
Triumph Capital Management$2.4K142026-06-30
Abound Wealth Management$2K162026-06-30
Elevated Capital Advisors, LLC$1.2K202026-06-30
Richard W. Paul & Associates, LLC$44172026-06-30
Park Avenue Securities LLC$2011,9082026-06-30
Banque Cantonale Vaudoise$1202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30