Who Owns Franklin Genomic Advancements ETF (HELX)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$10.0T
% 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 | +$1.0M |
| 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 | UBS Group AG | 44 | $1.0M | 0.00% | Share |
| 2 | HARBOUR INVESTMENTS, INC. | 1,512 | $54K | 0.00% | Share |
| 3 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 4 | Kestra Advisory Services, LLC | 1,069 | $0 | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 3,132 | $0 | 0.00% | Share |
| 6 | LPL Financial LLC | 11,133 | $0 | 0.00% | Share |
| 7 | JPMORGAN CHASE & CO | 0 | $0 | 0.00% | Share |
HELX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $1.1M | +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 | $461.3B | -1 |
| Q2 2024 | 8 | $887.8B | -2 |
| Q1 2024 | 10 | $228.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold HELX (Franklin Genomic Advancements ETF). The largest holder is UBS Group AG with $1.0M 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 UBS Group AG with $1.0M in shares.
Is institutional ownership of HELX increasing or decreasing?
This quarter, 2 institutions opened new positions in HELX and 0 closed their positions.