13F Insight
DOSSIER · 13F Holders · Q2 2026
XBMEX

BLACKROCK HEALTH SCIENCES TR

84 institutions still hold BLACKROCK HEALTH SCIENCES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09250W107·84 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$96M
visible holders
Holders
84
filers reporting
Concentration
16.33%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

84 institutions reported XBMEX in Q2 2026. MORGAN STANLEY leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$16M365K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M275K0.00%Q2 202603
1607 Capital Partners, LLC
CIK 0001436866
$7M164K0.61%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M160K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$7M155K0.00%Q2 202606
Nova R Wealth, Inc.
CIK 0001729457
$6M141K1.77%Q2 202607
Invesco Ltd.
CIK 0000914208
$6M130K0.00%Q2 202608
Karpus Management, Inc.
CIK 0001048703
$5M141K0.17%Q1 202609
LPL Financial LLC
CIK 0001403438
$5M113K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M110K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$4M97K0.00%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M71K0.00%Q2 202613
Cornerstone Advisory, LLC
CIK 0001668189
$2M54K0.19%Q2 202614
Cypress Capital Management LLC (WY)
CIK 0001633896
$2M53K1.91%Q2 202615
Summit Financial, LLC
CIK 0001765536
$2M52K0.02%Q2 202616
NFP Retirement, Inc.
CIK 0002040084
$2M51K0.12%Q2 202617
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M29K0.00%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M29K0.00%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$1M29K0.00%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$1M31K0.00%Q1 2026
Page 1 of 5
64 more holders available. Log in →