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Disclosery

XBMEX BLACKROCK HEALTH SCIENCES TR

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COM (fund)

76 managers (76 13F filers) reported a position in XBMEX shares at 2026-03-31, 2,641,852 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
76
13F filers
76
New
12
Added
25
Reduced
24
Sold out
10
Shares held by filers
2,641,852

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
MORGAN STANLEYin group MORGAN STANLEY357,918$13.8M<0.01%+12,12913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,499$10.3M<0.01%-22,92213F-HRTimelineGroup
1607 Capital Partners, LLC233,260$8.98M0.65%+4,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,682$6.19M<0.01%+21813F-HRTimelineGroup
Nova R Wealth, Inc.154,617$5.95M1.9%-76,06913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152,927$5.89M<0.01%-1,81613F-HR/ATimelineGroup
Karpus Management, Inc.141,442$5.45M0.17%-21613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.134,652$5.19M<0.01%-57,20613F-HRTimelineGroup
UBS Group AGin group UBS Group AG109,021$4.2M<0.01%+4,73513F-HRTimelineGroup
LPL Financial LLC107,761$4.15M<0.01%+50,99113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,436$4.14M<0.01%+1,76913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,984$2.66M<0.01%-58813F-HR/ATimelineGroup
Cornerstone Advisory, LLC53,874$2.07M0.2%-5,03613F-HRTimeline
Wealthspire Retirement, LLC51,887$2M0.12%+5,63513F-HRTimeline
Summit Financial, LLC48,042$1.85M0.02%+4,41213F-HRTimeline
Cypress Capital Management LLC (WY)44,860$1.73M1.6%+7,00013F-HRTimeline
Janney Montgomery Scott LLC31,374$1.21M<0.01%-1,28113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,994$1.19M<0.01%-1,40313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,681$1.07M<0.01%-23713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,507$1.02M<0.01%+3,74513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,227$933K<0.01%-2,46813F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,769$761K<0.01%-23113F-HRTimeline
Founders Financial Alliance, LLC19,329$744K0.13%+2,04713F-HRTimeline
HighTower Advisors, LLC18,083$696K<0.01%-47613F-HRTimeline
Smith Asset Management Co., LLC16,529$637K0.55%+3,64413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,215$586K<0.01%-65613F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC14,619$563K<0.01%-11,40113F-HRTimelineGroup
LANARK FINANCIAL, INC.14,447$556K0.04%+2,62013F-HRTimeline
HBK Sorce Advisory LLC13,961$544K0.01%+80113F-HRTimeline
Cetera Investment Advisers13,206$509K<0.01%-1213F-HRTimeline
NewEdge Advisors, LLC12,326$475K<0.01%-1,21113F-HR/ATimeline
Diversified Enterprises, LLC11,018$424K0.02%+8813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,695$373K<0.01%+12113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,516$366K<0.01%+2,68313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,192$315K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,108$312K0.01%new13F-HRTimelineGroup
Alessandra Capital Management, LLC7,885$304K0.26%+80013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,805$301K<0.01%+56613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,738$298K<0.01%+92713F-HRTimelineGroup
HUB Investment Partners, LLC7,000$270K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,774$261K<0.01%-1413F-HRTimelineGroup
PMG Family Office LLC6,705$258K0.29%+26313F-HRTimeline
PVG ASSET MANAGEMENT CORP6,207$251K0.15%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,250$241K<0.01%-20013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,415$209K0.01%new13F-HRTimeline
Sage Investment Counsel LLC5,400$208K0.23%013F-HRTimeline
Waterfront Wealth Inc.5,275$203K0.04%013F-HRTimeline
Geneos Wealth Management Inc.4,899$189K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,682$180K<0.01%new13F-HRTimelineGroup
Hara Capital LLC4,056$156K0.08%-11,29713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,025$155K<0.01%-3,25013F-HRTimelineGroup
Farther Finance Advisors, LLC2,187$84.2K<0.01%+13713F-HRTimeline
SOA Wealth Advisors, LLC.1,880$72.4K0.01%-50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,590$61.2K<0.01%+60713F-HRTimelineGroup
Sound Income Strategies, LLC933$35.9K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…679$26.1K<0.01%-11513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors687$26K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO590$22.7K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC580$22.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB500$19.3K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$19.3K<0.01%+20013F-HRTimeline
CoreCap Advisors, LLC500$19.3K<0.01%013F-HRTimeline
Arax Advisory Partners479$18.4K<0.01%013F-HRTimeline
Community Financial Services Group, LLC400$15.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$15.1K<0.01%+34013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management234$9.01K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.232$8.94K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$7.7K<0.01%013F-HRTimelineGroup
Investors Research Corp150$5.78K<0.01%013F-HRTimeline
Advisory Services Network, LLC107$4.11K<0.01%new13F-HRTimeline
MAI Capital Management77$2.96K<0.01%-36113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC75$2.89K<0.01%new13F-HRTimeline
MOTCO54$2.08K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…25$962<0.01%013F-HRTimeline
Bogart Wealth, LLC14$539<0.01%013F-HRTimeline
Allworth Financial LP5$188<0.01%013F-HRTimeline