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HEAL GLOBAL X FDS

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FUND (fund)

30 managers (30 13F filers) reported a position in HEAL shares at 2025-09-30, 740,041 shares in all. 30 filers opened a position and 0 filers sold out during the quarter.

Managers
30
13F filers
30
New
30
Added
0
Reduced
0
Sold out
0
Shares held by filers
740,041

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.351,666$11.2M0.04%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY230,669$7.37M<0.01%new13F-HR/ATimelineGroup
WT Wealth Management80,105$2.56M0.74%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,457$877K<0.01%new13F-HRTimelineGroup
LPL Financial LLC12,418$397K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC11,528$368K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,558$274K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,754$216K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,867$60K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,721$55K<0.01%new13F-HR/ATimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,169$37K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,058$33.8K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP976$31.2K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/652$20.8K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606$19.4K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.578$18.4K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS499$15.9K<0.01%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC466$14.9K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.299$9.56K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…298$9.52K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC295$9.43K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC99$3K<0.01%new13F-HRTimeline
Larson Financial Group LLC91$2.91K<0.01%new13F-HRTimeline
Abound Wealth Management73$2.33K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC40$1.28K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC48$1K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC17$544<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG14$447<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11$352<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$288<0.01%new13F-HRTimelineGroup