Who Owns HELX?
Franklin Genomic Advancements ETF — Institutional Ownership & 13F Holdings
$33.29
+0.72 (+2.21%)
Market Cap
$16.5M
Shares Outstanding
497,961
Institutional Holders
10
Total Inst. Value
$1.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
6
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Glenview Trust Co | $941K | 32,625 |
| 2 | LPL Financial LLC | $482K | 17,850 |
| 3 | JANE STREET GROUP, LLC | $217K | 8,049 |
| 4 | UBS Group AG | $72K | 2,661 |
| 5 | OSAIC HOLDINGS, INC. | $71K | 2,630 |
| 6 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $69K | 2,554 |
| 7 | HARBOUR INVESTMENTS, INC. | $49K | 1,823 |
| 8 | CITADEL ADVISORS LLC | $1K | 46,119 |
| 9 | JPMORGAN CHASE & CO | $0 | 0 |
| 10 | MORGAN STANLEYNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LPL Financial LLC | +885 | $482K |
| UBS Group AG | +544 | $72K |
| OSAIC HOLDINGS, INC. | +3K | $71K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | +753 | $69K |
| HARBOUR INVESTMENTS, INC. | +2K | $49K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -33K | $217K |
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Frequently Asked Questions
How many institutional investors hold HELX?
As of Q1 2025, 10 institutional investors report holding HELX (Franklin Genomic Advancements ETF) in their 13F filings.
Which hedge fund owns the most HELX?
The largest institutional holder of HELX is Glenview Trust Co with $941K in shares.
Are institutions buying or selling HELX?
This quarter, 1 institutions opened new positions in HELX and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.