Who Owns HTEC?

ROBO Global Healthcare Technology and Innovation ETF — Institutional Ownership & 13F Holdings

$33.30

+1.02 (+3.16%)

Market Cap

$54.1M

Shares Outstanding

1,432,381

Institutional Holders

22

Total Inst. Value

$18.3M

% of Float Held

QoQ Holder Change

-2

Institutional data as of Q1 2025

New Positions

2

Closed Positions

7

Increased

5

Decreased

9

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1UBS Group AG$8.6M313,032
2MORGAN STANLEY$2.9M106,808
3ROYAL BANK OF CANADA$1.9M70,858
4Ellis Investment Partners, LLC$688K25,201
5CITIGROUP INC$611K22,362
6Migdal Insurance & Financial Holdings Ltd.New$581K21,259
7Clay Northam Wealth Management, LLCNew$572K20,945
8Vontobel Holding Ltd.$530K19,400
9LPL Financial LLC$485K17,732
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$391K14,312

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold HTEC?

As of Q1 2025, 22 institutional investors report holding HTEC (ROBO Global Healthcare Technology and Innovation ETF) in their 13F filings.

Which hedge fund owns the most HTEC?

The largest institutional holder of HTEC is UBS Group AG with $8.6M in shares.

Are institutions buying or selling HTEC?

This quarter, 2 institutions opened new positions in HTEC and 7 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.