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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 2026-03-31, 321,323 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
8
Reduced
7
Sold out
2
Shares held by filers
321,323

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WT Wealth Management101,116$2.41M0.72%+12,94513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …67,289$1.6M0.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,737$923K<0.01%+23,35813F-HRTimelineGroup
IHT Wealth Management, LLC28,437$678K0.02%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.21,666$516K<0.01%-140,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,174$362K<0.01%-295,13013F-HRTimelineGroup
LPL Financial LLC12,785$305K<0.01%+5,06713F-HRTimeline
Farther Finance Advisors, LLC12,397$296K<0.01%+8,58713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,382$247K<0.01%+1,06313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,603$62K<0.01%+73613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,464$58.7K<0.01%+6813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,082$49.6K<0.01%-6713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,721$41K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,017$24.2K<0.01%-4113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO586$13.6K<0.01%-2013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS499$11.9K<0.01%013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise443$11K<0.01%-72613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…434$10.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…298$7.1K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC295$7.03K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.222$5.29K<0.01%+4613F-HRTimeline
AMERIFLEX GROUP, INC.150$3.57K<0.01%013F-HRTimeline
Sound Income Strategies, LLC116$2.77K<0.01%013F-HRTimeline
Allworth Financial LP100$2.38K<0.01%013F-HRTimeline
Larson Financial Group LLC91$2.17K<0.01%013F-HRTimeline
Triumph Capital Management86$2.05K<0.01%-2013F-HRTimeline
Abound Wealth Management73$1.74K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC43$1.02K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC16$381<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1$23<0.01%new13F-HRTimeline