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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 2025-12-31, 610,130 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
28
13F filers
28
New
7
Added
6
Reduced
6
Sold out
8
Shares held by filers
610,130

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY310,304$9.07M<0.01%+79,63513F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.161,666$4.72M0.02%-190,00013F-HRTimelineGroup
WT Wealth Management88,171$2.58M0.74%+8,06613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,379$449K<0.01%-12,07813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,319$272K<0.01%+76113F-HRTimelineGroup
LPL Financial LLC7,718$225K<0.01%-4,70013F-HRTimeline
Farther Finance Advisors, LLC3,810$111K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,396$70K<0.01%+2,38713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,149$62.8K<0.01%+1,57113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,867$55K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,721$50.3K<0.01%013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,169$34K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,058$30.9K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/638$18.6K<0.01%-1413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606$17.7K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS499$14.6K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…434$12.7K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…298$8.71K<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.176$5.14K<0.01%-12313F-HRTimeline
AMERIFLEX GROUP, INC.150$4.38K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC116$3.55K<0.01%new13F-HRTimeline
Triumph Capital Management106$3.1K<0.01%new13F-HRTimeline
Allworth Financial LP100$2.92K<0.01%new13F-HRTimeline
Larson Financial Group LLC91$2.66K<0.01%013F-HRTimeline
Abound Wealth Management73$2.13K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG57$1.67K<0.01%+4313F-HRTimelineGroup
Elevated Capital Advisors, LLC43$1.26K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC16$467<0.01%-2413F-HRTimeline