Who Owns Franklin Genomic Advancements ETF (HELX)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$54.1B
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
HELX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | New Position | +44 | +$1K |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| LPL Financial LLC | Increased | +2K | +$-281.5M |
HELX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | Decreased | -125 | -$49.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 1,512 | $54K | 0.00% | Share |
| 2 | UBS Group AG | 44 | $1K | 0.00% | Share |
| 3 | Kestra Advisory Services, LLC | 1,069 | $0 | 0.00% | Share |
| 4 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 5 | JPMORGAN CHASE & CO | 0 | $0 | 0.00% | Share |
| 6 | LPL Financial LLC | 11,133 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 3,132 | $0 | 0.00% | Share |
HELX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $55K | +2 |
| Q3 2025 | 5 | $427.0M | -3 |
| Q2 2025 | 8 | $2.5B | -2 |
| Q1 2025 | 10 | $3.1B | -1 |
| Q4 2024 | 11 | $3.0B | +4 |
| Q3 2024 | 7 | $1.5T | -1 |
| Q2 2024 | 8 | $2.3T | -2 |
| Q1 2024 | 10 | $2.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold HELX (Franklin Genomic Advancements ETF). The largest holder is HARBOUR INVESTMENTS, INC. with $54K in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own HELX?
As of Q4 2025, 7 institutional investors report holding HELX (Franklin Genomic Advancements ETF) in their 13F filings.
Who is the largest institutional holder of HELX?
The largest institutional holder of HELX is HARBOUR INVESTMENTS, INC. with $54K in shares.
Is institutional ownership of HELX increasing or decreasing?
This quarter, 2 institutions opened new positions in HELX and 0 closed their positions.