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HTEC EXCHANGE TRADED CONCEPTS TRU

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ROBO GBL HLTCR (fund)

26 managers (26 13F filers) reported a position in HTEC shares at 2025-06-30, 753,592 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
26
New
6
Added
2
Reduced
12
Sold out
2
Shares held by filers
753,592

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UBS Group AGin group UBS Group AG334,478$9.54M<0.01%+21,44613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY103,555$2.95M<0.01%-3,25313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,660$2.07M<0.01%+1,80213F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC45,631$1.3M0.05%new13F-HRTimeline
Ellis Investment Partners, LLC22,443$640K0.12%-2,75813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,059$601K0.01%-20013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC19,992$570K<0.01%-2,37013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.19,400$553K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,030$514K<0.01%-45,72313F-HR/ATimelineGroup
Clay Northam Wealth Management, LLC17,815$508K0.32%-3,13013F-HRTimeline
LPL Financial LLC17,276$493K<0.01%-45613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,835$338K<0.01%-413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,480$327K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,549$301K<0.01%-1,02913F-HRTimeline
Mutual Advisors, LLC8,090$236K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,790$194K<0.01%013F-HRTimelineGroup
Stelac Advisory Services LLC5,795$165K0.06%-1,95913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,814$109K<0.01%-1,45513F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,278$36.5K<0.01%-11913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…830$23.7K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC490$14K<0.01%new13F-HRTimeline
IFP Advisors, Inc140$3.99K<0.01%013F-HRTimeline
Trust Co126$3.59K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC36$1K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$4<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.