HELX · Franklin Genomic Advancements ETF ETF
$41.89
-0.42 (-1.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,350,817
Total Shares: 33,800
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+26.4 pts
Top 5
100.0%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+4,350
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
7
Unchanged
0
Holder count:
-7
Institutional value:
-19.9%
Shares held:
-33.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −3,768 | 33,800 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 6,706 | $221,660 | |
| Mega FRANKLIN RESOURCES INC | 2,675 | $88,419 | |
| Large OSAIC HOLDINGS, INC. | 2,338 | $77,280 | |
| Mid HARBOUR INVESTMENTS, INC. | 1,650 | $54,539 | |
| Mega UBS Group AG | 89 | $2,941 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC HELX | $1,350,817 | 100.00% | 33,800 | Shares | 2026-09-02 |