HTEC EXCHANGE TRADED CONCEPTS TRU
FollowROBO GBL HLTCR (fund)
23 managers (23 13F filers) reported a position in HTEC shares at 2025-03-31, 740,868 shares in all. 0 filers opened a position and 9 filers sold out during the quarter.
- Managers
- 23
- 13F filers
- 23
- New
- 0
- Added
- 6
- Reduced
- 10
- Sold out
- 9
- Shares held by filers
- 740,868
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| UBS Group AGin group UBS Group AG | 313,032 | $8.56M | <0.01% | +35,939 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 106,808 | $2.92M | <0.01% | -2,234 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 70,858 | $1.94M | <0.01% | -3,265 | 13F-HR/ATimelineGroup |
| Corient Private Wealth LPin group Corient Private Wealth LP | 63,753 | $1.74M | <0.01% | -20,332 | 13F-HRTimelineGroup |
| Ellis Investment Partners, LLC | 25,201 | $689K | 0.14% | -48 | 13F-HRTimeline |
| CITIGROUP INCin group CITIGROUP INC | 22,362 | $611K | <0.01% | +1,328 | 13F-HRTimelineGroup |
| Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial … | 21,259 | $581K | 0.01% | -5,194 | 13F-HRTimelineGroup |
| Clay Northam Wealth Management, LLC | 20,945 | $572K | 0.4% | +400 | 13F-HRTimeline |
| Vontobel Holding Ltd.in group Vontobel Holding Ltd. | 19,400 | $530K | <0.01% | +1,400 | 13F-HRTimelineGroup |
| LPL Financial LLC | 17,732 | $485K | <0.01% | -4,156 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 14,312 | $391K | <0.01% | -13,445 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 11,839 | $324K | <0.01% | -8 | 13F-HRTimelineGroup |
| Beacon Pointe Advisors, LLC | 11,578 | $316K | <0.01% | -801 | 13F-HRTimeline |
| Stelac Advisory Services LLC | 7,754 | $211K | 0.09% | +1,774 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 6,790 | $186K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,269 | $144K | <0.01% | +2,100 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 1,397 | $37.7K | <0.01% | 0 | 13F-HRTimeline |
| Lindbrook Capital, LLC | 225 | $6.15K | <0.01% | -120 | 13F-HRTimeline |
| IFP Advisors, Inc | 140 | $3.83K | <0.01% | 0 | 13F-HRTimeline |
| Trust Co | 126 | $3.45K | <0.01% | 0 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 88 | $2.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc. | 0 | $3 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |