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Global X Healthtech ETF (HEAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares195,122 from 152,047
Change+43,075 (+28%)
Value$5.8M (+$1.6M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares23,037 from 22,087
Change+950 (+4%)
Value$679.9K (+$70.5K)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares22,148 from 18,004
Change+4,144 (+23%)
Value$653.6K (+$156.9K)
Filed 2026-11-06
Daiwa Securities Group Inc.
UNCHANGED
Shares21,666 from 21,666
Change0 (0%)
Value$639.4K (+$41.6K)
Filed 2026-10-29
Barclays PLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$50.8K (+$3.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$29.8K (+$1.9K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
NEW
Shares600
Change+600
Value$17.7K
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares300
Change+300
Value$8.9K
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares296 from 194
Change+102 (+53%)
Value$8.7K (+$3.4K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares200
Change+200
Value$5.9K
Filed 2026-10-21
Allworth Financial LP
NEW
Shares100
Change+100
Value$2.8K
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.7K (+$175)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2.5K (+$165)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$2.2K (+$140)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.3K (+$83)
Filed 2026-11-04
WT Wealth Management
CLOSED
Shares0 from 93,668
Change-93,668 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
Park Avenue Securities LLC
CLOSED
Shares0 from 7,277
Change-7,277 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 434
Change-434 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-06
IHT Wealth Management, LLC
N/A
Shares— from 27,677
Change-27,677 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 587
Change-587 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 499
Change-499 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 443
Change-443 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 368
Change-368 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 187
Change-187 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED195,122152,047+43,075+28%$4.2M$5.8M+$1.6M2026-10-14
Farther Finance Advisors, LLC
INCREASED23,03722,087+950+4%$609.4K$679.9K+$70.5K2026-10-08
LPL Financial LLC
INCREASED22,14818,004+4,144+23%$496.7K$653.6K+$156.9K2026-11-06
Daiwa Securities Group Inc.
UNCHANGED21,66621,66600%$597.8K$639.4K+$41.6K2026-10-29
Barclays PLC
UNCHANGED1,7211,72100%$47.5K$50.8K+$3.3K2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED1,0101,01000%$27.9K$29.8K+$1.9K2026-11-04
Murphy & Mullick Capital Management Corp
NEW600—+600——$17.7K—2026-11-02
PNC Financial Services Group, Inc.
NEW300—+300——$8.9K—2026-11-06
SBI Securities Co., Ltd.
INCREASED296194+102+53%$5.4K$8.7K+$3.4K2026-10-22
Root Financial Partners, LLC
NEW200—+200——$5.9K—2026-10-21
Allworth Financial LP
NEW100—+100——$2.8K—2026-11-06
Larson Financial Group LLC
UNCHANGED919100%$2.5K$2.7K+$1752026-11-05
Triumph Capital Management
UNCHANGED868600%$2.4K$2.5K+$1652026-10-14
Abound Wealth Management
UNCHANGED737300%$2.0K$2.2K+$1402026-10-26
Elevated Capital Advisors, LLC
UNCHANGED434300%$1.2K$1.3K+$832026-11-04
WT Wealth Management
CLOSED093,668-93,668-100%$2.6M$0-$2.6M2026-10-13
Park Avenue Securities LLC
CLOSED07,277-7,277-100%$201.0K$0-$201.0K2026-10-26
International Assets Investment Management, LLC
CLOSED0434-434-100%$12.4K$0-$12.4K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0308-308-100%$8.5K$0-$8.5K2026-11-06
IHT Wealth Management, LLC
N/A—27,677-27,677-100%$763.6K———
Raymond James Financial Inc
N/A—9,828-9,828-100%$271.2K———
Osaic Holdings, Inc.
N/A—1,823-1,823-100%$50.3K———
AE Wealth Management LLC
N/A—1,017-1,017-100%$28.1K———
JPMorgan Chase & Co
N/A—587-587-100%$16.4K———
BNP Paribas Financial Markets
N/A—499-499-100%$13.8K———
Banque Cantonale Vaudoise
N/A—443-443-100%$12———
Royal Bank of Canada
N/A—368-368-100%$10.0K———
Rockefeller Capital Management L.P.
N/A—298-298-100%$8.2K———
Morgan Stanley
N/A—187-187-100%$5.2K———
Ameriflex Group, Inc.
N/A—150-150-100%$4.1K———
Richard W. Paul & Associates, LLC
N/A—16-16-100%$441———
Showing 31 of 31 institutions