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HEAL GLOBAL X FDS

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FUND (fund)

28 managers (28 13F filers) reported a position in HEAL shares at 2026-06-30, 361,734 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
28
13F filers
28
New
3
Added
4
Reduced
8
Sold out
5
Shares held by filers
361,734

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
C2P Capital Advisory Group, LLC d.b.a. …152,047$4.19M0.21%+84,75813F-HRTimeline
WT Wealth Management93,668$2.58M0.72%-7,44813F-HRTimeline
IHT Wealth Management, LLC27,677$764K0.02%-76013F-HRTimeline
Farther Finance Advisors, LLC22,087$609K<0.01%+9,69013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.21,666$598K<0.01%013F-HRTimelineGroup
LPL Financial LLC18,004$497K<0.01%+5,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,828$271K<0.01%-55413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,277$201K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,823$50.3K<0.01%-25913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,721$47.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,017$28.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,010$27.9K<0.01%-1,45413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO587$16.4K<0.01%+113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS499$13.8K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…434$12.4K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise443$12K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA368$10K<0.01%-2,23513F-HRTimelineGroup
Institute for Wealth Management, LLC.308$8.5K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…298$8.22K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.194$5.35K<0.01%-2813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY187$5.16K<0.01%-14,98713F-HRTimelineGroup
AMERIFLEX GROUP, INC.150$4.14K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC132$3.64K<0.01%new13F-HRTimeline
Larson Financial Group LLC91$2.51K<0.01%013F-HRTimeline
Triumph Capital Management86$2.37K<0.01%013F-HRTimeline
Abound Wealth Management73$2.02K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC43$1.19K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC16$441<0.01%013F-HRTimeline