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Robo Global Healthcare Tech (HTEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares21,826 from 23,082
Change-1,256 (-5%)
Value$968.3K (+$107.6K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares19,205 from 16,857
Change+2,348 (+14%)
Value$852.0K (+$223.4K)
Filed 2026-11-06
Clay Northam Wealth Management, LLC
INCREASED
Shares17,000 from 16,000
Change+1,000 (+6%)
Value$754.2K (+$157.5K)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares12,090 from 18,000
Change-5,910 (-33%)
Value$536.4K (-$134.9K)
Filed 2026-10-16
Capital Square, LLC
INCREASED
Shares9,032 from 8,346
Change+686 (+8%)
Value$400.7K (+$81.2K)
Filed 2026-10-19
Duncker Streett & Co Inc
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$21.7K (+$3.5K)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$5.6K (+$891)
Filed 2026-10-09
Farther Finance Advisors, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.2K (+$629)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.6K (+$257)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$175
Filed 2026-10-15
Ellis Investment Partners, LLC
CLOSED
Shares0 from 20,003
Change-20,003 (-100%)
Value$0 (-$745.9K)
Filed 2026-10-21
Bullseye Investment Management, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-15
UBS Group AG
N/A
Shares— from 298,175
Change-298,175 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 105,642
Change-105,642 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 64,534
Change-64,534 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 45,589
Change-45,589 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,164
Change-23,164 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,575
Change-19,575 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,961
Change-17,961 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,901
Change-17,901 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 13,286
Change-13,286 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,113
Change-9,113 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
FMR LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Citigroup Inc
DECREASED21,82623,082-1,256-5%$860.7K$968.3K+$107.6K2026-11-04
LPL Financial LLC
INCREASED19,20516,857+2,348+14%$628.6K$852.0K+$223.4K2026-11-06
Clay Northam Wealth Management, LLC
INCREASED17,00016,000+1,000+6%$596.6K$754.2K+$157.5K2026-10-13
Vontobel Holding Ltd.
DECREASED12,09018,000-5,910-33%$671.2K$536.4K-$134.9K2026-10-16
Capital Square, LLC
INCREASED9,0328,346+686+8%$319.5K$400.7K+$81.2K2026-10-19
Duncker Streett & Co Inc
UNCHANGED49049000%$18.3K$21.7K+$3.5K2026-10-27
Trust Co
UNCHANGED12612600%$4.7K$5.6K+$8912026-10-09
Farther Finance Advisors, LLC
UNCHANGED949400%$3.5K$4.2K+$6292026-10-08
Valley National Advisers Inc
UNCHANGED363600%$1.4K$1.6K+$2572026-10-23
Blue Trust, Inc.
NEW4—+4——$175—2026-10-15
Ellis Investment Partners, LLC
CLOSED020,003-20,003-100%$745.9K$0-$745.9K2026-10-21
Bullseye Investment Management, LLC
CLOSED0260-260-100%$9.7K$0-$9.7K2026-10-29
LifeSteps Financial, Inc.
CLOSED0125-125-100%$4.7K$0-$4.7K2026-10-15
UBS Group AG
N/A—298,175-298,175-100%$11.1M———
Morgan Stanley
N/A—105,642-105,642-100%$3.9M———
Royal Bank of Canada
N/A—64,534-64,534-100%$2.4M———
Tidal Investments LLC
N/A—45,589-45,589-100%$1.7M———
Citadel Advisors LLC
N/A—23,164-23,164-100%$863.8K———
Arax Advisory Partners
N/A—19,575-19,575-100%$730.0K———
Jane Street Group, LLC
N/A—17,961-17,961-100%$669.8K———
Raymond James Financial Inc
N/A—17,901-17,901-100%$667.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—13,286-13,286-100%$495.4K———
Stelac Advisory Services LLC
N/A—12,800-12,800-100%$477.3K———
Beacon Pointe Advisors, LLC
N/A—9,113-9,113-100%$339.8K———
Regal Investment Advisors LLC
N/A—6,727-6,727-100%$250.9K———
Osaic Holdings, Inc.
N/A—3,997-3,997-100%$149.1K———
Rockefeller Capital Management L.P.
N/A—1,575-1,575-100%$58.7K———
Northwestern Mutual Wealth Management Co
N/A—4-4-100%$149———
FMR LLC
N/A—2-2-100%$75———
Showing 29 of 29 institutions