WILMINGTON, DE
BLACKROCK HEALTH SCIENCES TRUSTBME— Latest position per institution from SEC 13F filings
15
Institutional holders
2.58M
Total shares held
99.08M
Estimated value
128.96K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
364.75K
Value
15.67M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
275.37K
Value
11.83M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
224.52K
Value
3.22M
Filed
Jun 30, 2025
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
163.55K
Value
7.02M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
159.82K
Value
6.86M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
154.88K
Value
6.65M
Filed
Jun 30, 2026
NOVA R WEALTH, INC.
CIK 1729457
Shares
140.94K
Value
6.05M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
140.34K
Value
6.03M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
130.08K
Value
5.59M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
113.13K
Value
4.86M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
109.81K
Value
4.72M
Filed
Jun 30, 2026
LM ADVISORS LLC
CIK 2011314
Shares
107.34K
Value
1.76K
Filed
Mar 31, 2024
UBS GROUP AG
CIK 1610520
Shares
96.91K
Value
4.16M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
70.67K
Value
3.04M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
61.35K
Value
2.28M
Filed
Sep 30, 2025
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
54.52K
Value
2.03M
Filed
Sep 30, 2025
CORNERSTONE ADVISORY, LLC
CIK 1668189
Shares
54.48K
Value
2.34M
Filed
Jun 30, 2026
CYPRESS CAPITAL MANAGEMENT LLC (WY)
CIK 1633896
Shares
53.31K
Value
2.29M
Filed
Jun 30, 2026
SUMMIT FINANCIAL, LLC
CIK 1765536
Shares
51.92K
Value
2.23M
Filed
Jun 30, 2026
WEALTHSPIRE RETIREMENT, LLC
CIK 2040084
Shares
51.43K
Value
2.21M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 364.75K | 15.67M | Jun 30, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 275.37K | 11.83M | Jun 30, 2026 |
| 3 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 224.52K | 3.22M | Jun 30, 2025 |
| 4 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 163.55K | 7.02M | Jun 30, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 159.82K | 6.86M | Jun 30, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 154.88K | 6.65M | Jun 30, 2026 |
| 7 | NOVA R WEALTH, INC. | 1729457 | 140.94K | 6.05M | Jun 30, 2026 |
| 8 | KARPUS MANAGEMENT, INC. | 1048703 | 140.34K | 6.03M | Jun 30, 2026 |
| 9 | INVESCO LTD. | 914208 | 130.08K | 5.59M | Jun 30, 2026 |
| 10 | LPL FINANCIAL LLC | 1403438 | 113.13K | 4.86M | Jun 30, 2026 |
| 11 | RAYMOND JAMES FINANCIAL INC | 720005 | 109.81K | 4.72M | Jun 30, 2026 |
| 12 | LM ADVISORS LLC | 2011314 | 107.34K | 1.76K | Mar 31, 2024 |
| 13 | UBS GROUP AG | 1610520 | 96.91K | 4.16M | Jun 30, 2026 |
| 14 | AMERIPRISE FINANCIAL INC | 820027 | 70.67K | 3.04M | Jun 30, 2026 |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 61.35K | 2.28M | Sep 30, 2025 |
| 16 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 54.52K | 2.03M | Sep 30, 2025 |
| 17 | CORNERSTONE ADVISORY, LLC | 1668189 | 54.48K | 2.34M | Jun 30, 2026 |
| 18 | CYPRESS CAPITAL MANAGEMENT LLC (WY) | 1633896 | 53.31K | 2.29M | Jun 30, 2026 |
| 19 | SUMMIT FINANCIAL, LLC | 1765536 | 51.92K | 2.23M | Jun 30, 2026 |
| 20 | WEALTHSPIRE RETIREMENT, LLC | 2040084 | 51.43K | 2.21M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.