Ticker: HEAL CUSIP: 37954Y137 Class: HEALTHTECH ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Farther Finance Advisors, LLC | 3,810 | $111 |
| BARCLAYS PLC | 1,721 | $50 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 434 | $13 |
| AMERIFLEX GROUP, INC. | 150 | $4 |
| Triumph Capital Management | 106 | $3 |
| Sound Income Strategies, LLC | 116 | $4 |
| Allworth Financial LP | 100 | $3 |
| Elevated Capital Advisors, LLC | 43 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WT Wealth Management | 80,105 | 88,171 | +8,066 (+10.1%) |
| MORGAN STANLEY | 230,669 | 310,304 | +79,635 (+34.5%) |
| EverSource Wealth Advisors, LLC | 9 | 2,396 | +2,387 (+26522.2%) |
| OSAIC HOLDINGS, INC. | 578 | 2,149 | +1,571 (+271.8%) |
| RAYMOND JAMES FINANCIAL INC | 8,558 | 9,319 | +761 (+8.9%) |
| UBS Group AG | 14 | 57 | +43 (+307.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Daiwa Securities Group Inc. | 351,666 | 161,666 | -190,000 (-54.0%) |
| JANE STREET GROUP, LLC | 27,457 | 15,379 | -12,078 (-44.0%) |
| LPL Financial LLC | 12,418 | 7,718 | -4,700 (-37.8%) |
| SBI Securities Co., Ltd. | 299 | 176 | -123 (-41.1%) |
| Richard W. Paul & Associates, LLC | 40 | 16 | -24 (-60.0%) |
| BANK OF AMERICA CORP /DE/ | 652 | 638 | -14 (-2.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Future Financial Wealth Managment LLC | 466 | $15 |
| FLOW TRADERS U.S. LLC | 11,528 | $0 |
| CITADEL ADVISORS LLC | 6,754 | $216 |
| Advisory Services Network, LLC | 295 | $9 |
| Wealthspire Advisors, LLC | 17 | $1 |
| CIBC Private Wealth Group, LLC | 11 | $0 |
| SIMPLEX TRADING, LLC | 99 | $0 |
| VALLEY NATIONAL ADVISERS INC | 48 | $0 |