Who Owns GLOBAL X FDS (HEAL)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $10.0M of GLOBAL X FDS (HEAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($4.2M), WT Wealth Management ($2.6M), IHT Wealth Management, LLC ($763,611), Farther Finance Advisors, LLC ($609,380), Daiwa Securities Group Inc. ($597,765). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.2M | 152,047 | Added |
| 2 | WT Wealth Management | $2.6M | 93,668 | Trimmed |
| 3 | IHT Wealth Management, LLC | $763,611 | 27,677 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $609,380 | 22,087 | Added |
| 5 | Daiwa Securities Group Inc. | $597,765 | 21,666 | Hold |
| 6 | LPL Financial LLC | $496,730 | 18,004 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $271,155 | 9,828 | Trimmed |
| 8 | PARK AVENUE SECURITIES LLC | $201,000 | 7,277 | New |
| 9 | OSAIC HOLDINGS, INC. | $50,297 | 1,823 | Trimmed |
| 10 | BARCLAYS PLC | $47,482 | 1,721 | Hold |
| 11 | AE Wealth Management LLC | $28,059 | 1,017 | Hold |
| 12 | EverSource Wealth Advisors, LLC | $27,866 | 1,010 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $16,414 | 587 | Added |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $13,767 | 499 | Hold |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12,395 | 434 | Hold |
| 16 | Royal Bank of Canada | $10,000 | 368 | Trimmed |
| 17 | Institute for Wealth Management, LLC. | $8,498 | 308 | New |
| 18 | Rockefeller Capital Management L.P. | $8,222 | 298 | Hold |
| 19 | SBI Securities Co., Ltd. | $5,352 | 194 | Trimmed |
| 20 | MORGAN STANLEY | $5,159 | 187 | Trimmed |
| 21 | AMERIFLEX GROUP, INC. | $4,139 | 150 | Hold |
| 22 | Integrated Wealth Concepts LLC | $3,642 | 132 | New |
| 23 | Larson Financial Group LLC | $2,511 | 91 | Hold |
| 24 | Triumph Capital Management | $2,373 | 86 | Hold |
| 25 | Abound Wealth Management | $2,015 | 73 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30