AI Holders Summary · Q2 2026

31 institutions reported HTEC in Q2 2026. UBS Group AG leads at 40.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$11M298K0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$4M106K0.00%Q2 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$2M65K0.00%Q2 2026 04

Tidal Investments LLC

CIK 0001600064

$2M46K0.00%Q2 2026 05

CITIGROUP INC

CIK 0000831001

$861K23K0.00%Q2 2026 06

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$757K23K0.00%Q1 2026 07

Ellis Investment Partners, LLC

CIK 0001765590

$746K20K0.11%Q2 2026 08

Arax Advisory Partners

CIK 0001586767

$730K20K0.00%Q2 2026 09

Vontobel Holding Ltd.

CIK 0001588340

$671K18K0.00%Q2 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$668K18K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$629K17K0.00%Q2 2026 12

Clay Northam Wealth Management, LLC

CIK 0001915687

$597K16K0.29%Q2 2026 13

Migdal Insurance & Financial Holdings Ltd.

CIK 0001415912

$495K13K0.00%Q2 2026 14

Stelac Advisory Services LLC

CIK 0001519676

$477K13K0.09%Q2 2026 15

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$422K13K0.01%Q1 2026 16

Beacon Pointe Advisors, LLC

CIK 0001744317

$340K9K0.00%Q2 2026 17

Capital Square, LLC

CIK 0001798736

$319K8K0.14%Q2 2026 18

Corient Private Wealth LLC

CIK 0001948780

$256K7K0.00%Q2 2026 19

Regal Investment Advisors LLC

CIK 0001559789

$251K7K0.01%Q2 2026 20

CWM, LLC

CIK 0001535847

$195K6K0.00%Q1 2026

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