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BlackRock Health Sciences (XBMEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Nova R Wealth, Inc.
DECREASED
Shares133,657 from 140,936
Change-7,279 (-5%)
Value$5.9M (-$154.9K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares124,128 from 113,128
Change+11,000 (+10%)
Value$5.5M (+$618.9K)
Filed 2026-11-06
Cornerstone Advisory, LLC
INCREASED
Shares54,629 from 54,477
Change+152 (+0%)
Value$2.4M (+$71.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares29,062 from 28,940
Change+122 (+0%)
Value$1.3M (+$39.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares28,637 from 28,981
Change-344 (-1%)
Value$1.3M (+$19.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,905 from 20,629
Change+276 (+1%)
Value$923 (-$885.1K)
Filed 2026-11-02
Alessandra Capital Management, LLC
DECREASED
Shares20,315 from 20,365
Change-50 (0%)
Value$896.5K (+$21.8K)
Filed 2026-10-30
Smith Asset Management Co., LLC
DECREASED
Shares15,287 from 16,179
Change-892 (-6%)
Value$674.6K (-$20.3K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares14,589 from 14,202
Change+387 (+3%)
Value$643.8K (+$33.8K)
Filed 2026-10-26
HBK Sorce Advisory LLC
INCREASED
Shares13,175 from 13,171
Change+4 (+0%)
Value$613.2K (+$40.9K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares11,192 from 11,108
Change+84 (+1%)
Value$493.9K (+$16.8K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares7,402 from 7,508
Change-106 (-1%)
Value$326.7K (+$4.2K)
Filed 2026-10-30
PMG Family Office LLC
INCREASED
Shares7,135 from 7,130
Change+5 (+0%)
Value$314.9K (+$8.6K)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$308.9K (+$8.3K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares6,917 from 6,849
Change+68 (+1%)
Value$305.2K (+$11.1K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares6,580 from 6,250
Change+330 (+5%)
Value$290.4K (+$21.9K)
Filed 2026-11-06
PVG Asset Management Corp
DECREASED
Shares6,397 from 6,402
Change-5 (0%)
Value$282.3K (+$7.3K)
Filed 2026-10-19
Money Concepts Capital Corp
INCREASED
Shares5,618 from 5,520
Change+98 (+2%)
Value$247.9K (+$10.8K)
Filed 2026-11-06
Sage Investment Counsel LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$238.3K (+$6.4K)
Filed 2026-10-26
Waterfront Wealth Inc.
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$239.4K (+$12.6K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares4,830 from 4,682
Change+148 (+3%)
Value$213.1K (+$12.1K)
Filed 2026-11-05
Corrado Advisors, LLC
UNCHANGED
Shares4,778 from 4,778
Change0 (0%)
Value$210.9K (+$5.6K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares2,440
Change+2,440
Value$107.7K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$92.3K (+$2.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares1,850 from 1,987
Change-137 (-7%)
Value$81.6K (-$3.7K)
Filed 2026-10-08
North Star Investment Management Corp.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$57.4K (+$1.5K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares1,050 from 600
Change+450 (+75%)
Value$46.3K (+$20.6K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares580
Change+580
Value$25.6K
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.1K (+$590)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.1K (+$590)
Filed 2026-10-21
Community Financial Services Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$17.4K (+$232)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares380
Change+380
Value$16.8K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$10.3K (+$276)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$10.2K (+$274)
Filed 2026-10-20
Hara Capital LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (+$236)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.6K (+$177)
Filed 2026-10-07
Assetmark, Inc
NEW
Shares52
Change+52
Value$2.3K
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.4K (+$38)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$30)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$214 ($0)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-05
Mcdonald Partners LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-03
Highline Wealth Partners LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-19
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 364,745
Change-364,745 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 327,106
Change-327,106 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 275,369
Change-275,369 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 159,824
Change-159,824 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 154,876
Change-154,876 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 140,338
Change-140,338 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 130,083
Change-130,083 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 109,811
Change-109,811 (-100%)
Value—
UBS Group AG
N/A
Shares— from 96,906
Change-96,906 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 70,671
Change-70,671 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 53,307
Change-53,307 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 51,920
Change-51,920 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 51,434
Change-51,434 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,063
Change-29,063 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,198
Change-28,198 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,101
Change-25,101 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,143
Change-15,143 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,924
Change-13,924 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,815
Change-12,815 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 590
Change-590 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 579
Change-579 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Nova R Wealth, Inc.
DECREASED133,657140,936-7,279-5%$6.1M$5.9M-$154.9K2026-10-26
LPL Financial LLC
INCREASED124,128113,128+11,000+10%$4.9M$5.5M+$618.9K2026-11-06
Cornerstone Advisory, LLC
INCREASED54,62954,477+152+0%$2.3M$2.4M+$71.0K2026-11-06
Kestra Advisory Services, LLC
INCREASED29,06228,940+122+0%$1.2M$1.3M+$39.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED28,63728,981-344-1%$1.2M$1.3M+$19.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED20,90520,629+276+1%$886.0K$923-$885.1K2026-11-02
Alessandra Capital Management, LLC
DECREASED20,31520,365-500%$874.7K$896.5K+$21.8K2026-10-30
Smith Asset Management Co., LLC
DECREASED15,28716,179-892-6%$694.9K$674.6K-$20.3K2026-10-16
Lanark Financial, Inc.
INCREASED14,58914,202+387+3%$610.0K$643.8K+$33.8K2026-10-26
HBK Sorce Advisory LLC
INCREASED13,17513,171+4+0%$572.3K$613.2K+$40.9K2026-11-06
Diversified Enterprises, LLC
INCREASED11,19211,108+84+1%$477.1K$493.9K+$16.8K2026-10-19
Truist Financial Corp
DECREASED7,4027,508-106-1%$322.5K$326.7K+$4.2K2026-10-30
PMG Family Office LLC
INCREASED7,1357,130+5+0%$306.2K$314.9K+$8.6K2026-10-19
HUB Investment Partners, LLC
UNCHANGED7,0007,00000%$300.7K$308.9K+$8.3K2026-11-03
Oppenheimer & Co Inc
INCREASED6,9176,849+68+1%$294.2K$305.2K+$11.1K2026-10-26
PNC Financial Services Group, Inc.
INCREASED6,5806,250+330+5%$268.4K$290.4K+$21.9K2026-11-06
PVG Asset Management Corp
DECREASED6,3976,402-50%$275.0K$282.3K+$7.3K2026-10-19
Money Concepts Capital Corp
INCREASED5,6185,520+98+2%$237.1K$247.9K+$10.8K2026-11-06
Sage Investment Counsel LLC
UNCHANGED5,4005,40000%$231.9K$238.3K+$6.4K2026-10-26
Waterfront Wealth Inc.
UNCHANGED5,2755,27500%$226.9K$239.4K+$12.6K2026-11-03
Fifth Third Bancorp
INCREASED4,8304,682+148+3%$201.1K$213.1K+$12.1K2026-11-05
Corrado Advisors, LLC
UNCHANGED4,7784,77800%$205.2K$210.9K+$5.6K2026-10-27
Jacobi Capital Management LLC
NEW2,440—+2,440——$107.7K—2026-11-05
Private Trust Co NA
UNCHANGED2,0922,09200%$89.9K$92.3K+$2.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED1,8501,987-137-7%$85.3K$81.6K-$3.7K2026-10-08
North Star Investment Management Corp.
UNCHANGED1,3001,30000%$55.8K$57.4K+$1.5K2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED1,050600+450+75%$25.8K$46.3K+$20.6K2026-10-16
Root Financial Partners, LLC
NEW580—+580——$25.6K—2026-10-21
CoreCap Advisors, LLC
UNCHANGED50050000%$21.5K$22.1K+$5902026-10-08
Trust Co of Vermont
UNCHANGED50050000%$21.5K$22.1K+$5902026-10-21
Community Financial Services Group, LLC
UNCHANGED40040000%$17.2K$17.4K+$2322026-10-15
Cassaday & Co Wealth Management LLC
NEW380—+380——$16.8K—2026-10-27
Spire Wealth Management
UNCHANGED23423400%$10.1K$10.3K+$2762026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED23223200%$10.0K$10.2K+$2742026-10-20
Hara Capital LLC
UNCHANGED20020000%$8.6K$8.8K+$2362026-10-30
Investors Research Corp
UNCHANGED15015000%$6.4K$6.6K+$1772026-10-07
Assetmark, Inc
NEW52—+52——$2.3K—2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED323200%$1.4K$1.4K+$382026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED252500%$1.1K$1.1K+$302026-10-30
Allworth Financial LP
UNCHANGED5500%$214$214$02026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED0500-500-100%$21.5K$0-$21.5K2026-10-05
Mcdonald Partners LLC
CLOSED0297-297-100%$12.8K$0-$12.8K2026-11-03
Highline Wealth Partners LLC
CLOSED075-75-100%$3.2K$0-$3.2K2026-10-19
LifeSteps Financial, Inc.
CLOSED050-50-100%$2.1K$0-$2.1K2026-10-15
Morgan Stanley
N/A—364,745-364,745-100%$15.7M———
1607 Capital Partners, LLC
N/A—327,106-327,106-100%$14.0M———
Bank of America Corp
N/A—275,369-275,369-100%$11.8M———
Wells Fargo & Company
N/A—159,824-159,824-100%$6.9M———
Royal Bank of Canada
N/A—154,876-154,876-100%$6.7M———
Karpus Management, Inc.
N/A—140,338-140,338-100%$6.0M———
Invesco Ltd.
N/A—130,083-130,083-100%$5.6M———
Raymond James Financial Inc
N/A—109,811-109,811-100%$4.7M———
UBS Group AG
N/A—96,906-96,906-100%$4.2M———
Ameriprise Financial Inc
N/A—70,671-70,671-100%$3.0M———
Cypress Capital Management LLC (WY)
N/A—53,307-53,307-100%$2.3M———
Summit Financial, LLC
N/A—51,920-51,920-100%$2.2M———
Wealthspire Retirement, LLC
N/A—51,434-51,434-100%$2.2M———
First Trust Advisors LP
N/A—29,063-29,063-100%$1.2M———
Janney Montgomery Scott LLC
N/A—28,198-28,198-100%$1.2M———
Osaic Holdings, Inc.
N/A—25,101-25,101-100%$1.1M———
Founders Financial Alliance, LLC
N/A—19,200-19,200-100%$824.6K———
NewEdge Advisors, LLC
N/A—15,143-15,143-100%$650.4K———
Rockefeller Capital Management L.P.
N/A—14,162-14,162-100%$608.3K———
HighTower Advisors, LLC
N/A—13,924-13,924-100%$598.0K———
Cetera Investment Advisers
N/A—12,815-12,815-100%$550.4K———
XTX Topco Ltd
N/A—10,533-10,533-100%$452.4K———
Jane Street Group, LLC
N/A—9,814-9,814-100%$421.5K———
Citadel Advisors LLC
N/A—8,262-8,262-100%$354.9K———
Stifel Financial Corp
N/A—8,220-8,220-100%$353.1K———
Stratos Wealth Partners, Ltd.
N/A—7,848-7,848-100%$337.1K———
LaSalle St. Investment Advisors, LLC
N/A—6,172-6,172-100%$265.1K———
BFC Planning, Inc.
N/A—4,400-4,400-100%$189.0K———
Geneos Wealth Management Inc.
N/A—4,299-4,299-100%$184.6K———
National Bank of Canada
N/A—4,025-4,025-100%$172.4K———
SOA Wealth Advisors, Llc.
N/A—1,880-1,880-100%$80.7K———
Northwestern Mutual Wealth Management Co
N/A—1,598-1,598-100%$68.6K———
Colonial Trust Co / SC
N/A—687-687-100%$29.5K———
Brown Brothers Harriman & Co
N/A—590-590-100%$25.3K———
Arax Advisory Partners
N/A—579-579-100%$24.9K———
Atlantic Union Bankshares Corp
N/A—200-200-100%$8.6K———
Keating Financial Advisory Services, Inc.
N/A—184-184-100%$7.9K———
Global Retirement Partners, LLC
N/A—68-68-100%$2.9K———
Bogart Wealth, LLC
N/A—14-14-100%$601———
Huntington National Bank
N/A—1-1-100%$43———
Showing 84 of 84 institutions