Skip to content
Disclosery

HELO J P MORGAN EXCHANGE TRADED F

Follow

HEDGED EQUITY LA (fund)

381 managers (389 13F filers) reported a position in HELO shares at 2026-06-30, 46,434,785 shares in all. 33 filers opened a position and 25 filers sold out during the quarter.

Managers
381
13F filers
389
New
33
Added
169
Reduced
142
Sold out
25
Shares held by filers
46,434,785

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,615,195$244M0.05%+156,24213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,326,812$225M3.75%+432,78813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,360,277$160M0.03%+130,62413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,330,627$158M0.01%-89,53113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,868,372$128M0.21%+162,12813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,876,569$127M0.03%+45,85213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,772,269$120M-886,922Timeline
Cetera Investment Advisers1,679,081$113M0.1%+94,73513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,223,032$82.7M0.02%+246,37213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,120,018$75.7M0.09%-769,64013F-HRTimelineGroup
HighTower Advisors, LLC1,031,619$69.7M0.07%+27,14913F-HRTimeline
UBS Group AGin group UBS Group AG878,512$59.4M0.01%-40,79613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding838,298$56.7M+42,105Timeline
RWA WEALTH PARTNERS, LLC763,321$51.6M0.49%+54,75013F-HRTimeline
Peterson Wealth Advisors, LLC732,936$49.5M5.85%+26,61913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC694,764$47M0.06%-54,62913F-HRTimeline
CGC Financial Services, LLC664,952$44.9M10.11%-425,09813F-HRTimeline
Taylor Securities Services, Inc.605,044$40.9M16.63%-90,01313F-HRTimeline
MML INVESTORS SERVICES, LLC554,895$37.5M0.08%+94,91713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…523,484$35.4M0.2%+74,63313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA505,473$34.2M0.01%-5,83013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO505,952$34.1M<0.01%-37,79213F-HRTimelineGroup
Cambridge Investment Research Advisors,…489,423$33.1M0.07%+82,27913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP433,529$29.3M0.02%-3,55513F-HRTimelineGroup
Private Advisor Group, LLC414,322$28M0.13%+150,30813F-HRTimeline
PINNACLE ASSOCIATES LTD380,100$25.7M0.28%+142,54013F-HRTimeline
Advisory Services Network, LLC372,150$25.1M0.29%+55,52813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management358,377$24.2M0.24%+60,18813F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC308,308$20.8M3.2%+16,29013F-HRTimeline
Joseph Group Capital Management307,601$20.8M4.37%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…293,065$19.8M1.18%+107,63513F-HRTimeline
Longview Financial Advisors LLC288,873$19.5M9.65%+22,12713F-HRTimeline
Campbell Deegan Wealth Management, LLC277,002$18.7M13.3%+12,06513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding269,953$18.2M-23,201Timeline
HTG Investment Advisors, Inc.267,027$18M4.63%+5,48013F-HRTimeline
Carr Financial Group Corp263,768$17.8M4.1%+14,03413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding253,231$17.1M-4,534Timeline
CENTRAL TRUST Co223,479$15.1M0.27%+20,22613F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding211,248$14.3M+7,666Timeline
Aspire Capital Advisors LLC205,341$13.9M2.7%+3,50913F-HRTimeline
PATTEN & PATTEN INC/TN201,158$13.6M0.72%-10,80713F-HRTimeline
SIGNATUREFD, LLC197,246$13.3M0.18%-10,60113F-HRTimeline
WealthPlan Investment Management, LLC195,672$13.2M0.66%-6,09213F-HRTimeline
NewEdge Advisors, LLC185,983$12.6M0.04%-19,43913F-HRTimeline
Bluespring Wealth Management, LLC185,879$12.6M0.24%new13F-HRTimeline
Crewe Advisors LLC183,760$12.4M0.9%+4,08913F-HRTimeline
Wick Capital Partners, LLC175,600$11.9M1.79%-2113F-HRTimeline
Owl Creek Wealth Partners LLC173,970$11.8M3.44%+7,13613F-HRTimeline
Avidian Wealth Enterprises, LLC173,900$11.8M0.33%+3,99613F-HRTimeline
Avior Wealth Management, LLC173,665$11.7M0.31%+1,23713F-HRTimeline
MAI Capital Management170,900$11.5M0.04%+27,74413F-HRTimeline
Allegheny Financial Group169,329$11.4M1.21%+51,65113F-HRTimeline
AIRE ADVISORS, LLC160,705$10.9M1.77%+14,32313F-HRTimeline
Waverly Advisors, LLC159,599$10.8M0.06%+1,09513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp158,105$10.7M0.45%+2,22113F-HRTimelineGroup
Archford Capital Strategies, LLC157,859$10.7M1.08%+13,00913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC156,248$10.6M1.57%+8,97813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC152,116$10.3M0.25%+37,89013F-HRTimeline
Curtis Advisory Group, LLC151,272$10.2M1.99%+1,55113F-HRTimeline
Lifelong Wealth Advisors, Inc.149,775$10.1M2.38%+2,02813F-HRTimeline
Visionary Wealth Advisors145,694$9.85M0.39%-16,51713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…137,571$9.3M0.02%+6,66313F-HRTimelineGroup
&PARTNERS136,304$9.22M0.04%-27,31813F-HRTimeline
Philip James Wealth Mangement, LLC124,823$8.44M0.95%-6,31113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC122,837$8.3M6.2%+3,31413F-HRTimeline
Sprinkle Financial Consultants LLC120,333$8.13M3.19%+18,74913F-HRTimeline
Oak Wealth Advisors LLC113,336$7.66M3.67%-2913F-HRTimeline
Legacy Financial Group LLC112,131$7.58M0.85%-854,89313F-HRTimeline
Compass Financial Services Inc109,761$7.42M2.77%+12,13513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC109,740$7.42M0.16%-72,88613F-HRTimelineGroup
Smallwood Wealth Investment Management,…106,768$7.22M3.15%+17,60513F-HRTimeline
Planned Solutions, Inc.106,587$7.2M2.07%-3,29713F-HRTimeline
Fiduciary Alliance LLC106,062$7.17M0.48%+4,87113F-HRTimeline
Crusonia Wealth Advisors LLC105,165$7.11M1.17%-6,25313F-HRTimeline
Hughes Financial Services, LLC101,615$6.87M0.91%+1,07413F-HRTimeline
HUB Investment Partners, LLC100,775$6.81M0.13%-4,53913F-HRTimeline
INTEGRITY ALLIANCE, LLC.98,325$6.64M0.21%-75613F-HRTimeline
OneDigital Investment Advisors LLC95,728$6.47M0.05%+4,44013F-HRTimeline
MONECO ADVISORS, LLC94,384$6.38M0.39%-9,71013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC94,221$6.37M2.68%-28,43313F-HRTimeline
Palumbo Wealth Management LLC92,274$6.24M1.31%+1,94313F-HRTimeline
Summit Financial, LLC89,555$6.05M0.07%-18,32613F-HRTimeline
DeDora Capital, Inc.88,005$5.95M1.29%+12,69313F-HRTimeline
WealthPLAN Partners, LLC83,971$5.67M1.09%-8,61313F-HRTimeline
Valmark Advisers, Inc.81,440$5.5M0.06%+5,71213F-HRTimeline
Capital Investment Advisory Services, L…81,209$5.49M0.34%+12,19913F-HRTimeline
Integrated Wealth Concepts LLC80,158$5.42M0.03%-82,30513F-HRTimeline
Foundations Investment Advisors, LLC78,806$5.33M0.05%+9,01613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT78,001$5.27M0.07%+9,93513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…77,212$5.22M<0.01%+20,07213F-HRTimelineGroup
Perigon Wealth Management, LLC73,475$4.97M0.08%+6,07013F-HRTimeline
Financial Management Professionals, Inc.73,079$4.94M0.47%+5,17213F-HRTimeline
Firestone Capital Management71,837$4.85M0.9%+6,04213F-HRTimeline
Strategic Financial Concepts, LLC67,949$4.52M1.34%-12,47313F-HRTimeline
Gotham Asset Management, LLC66,319$4.48M0.01%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC64,374$4.35M1.33%+1,62713F-HRTimeline
Cooper Financial Group63,317$4.28M0.36%-28,29113F-HRTimeline
Mach-1 Financial Group, LLC61,801$4.18M1.62%-4,22813F-HRTimeline
McLaughlin Asset Management, Inc.61,388$4.15M3.19%+26,23713F-HR/ATimeline
RENASANT BANK61,260$4.14M2.66%+1,50813F-HRTimeline
Echo Wealth Management, LLC58,315$3.94M2.01%+2,97213F-HRTimeline
USAdvisors Wealth Management, LLC56,717$3.83M1.1%-66,13313F-HRTimeline
Beacon Pointe Advisors, LLC54,656$3.69M0.02%-48313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,583$3.62M0.02%+6,97113F-HRTimelineGroup
Penney Financial, LLC52,887$3.57M1.25%-15,13613F-HRTimeline
Paladin Advisory Group, LLC52,877$3.57M2.37%-59313F-HRTimeline
Cordgrass Capital Advisors, LLC52,455$3.54M1.32%-22,18313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…52,391$3.54M0.07%+32,70713F-HRTimelineGroup
Tradition Wealth Management, LLC51,636$3.49M0.21%+1,54513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,613$3.49M-12,075Timeline
Park Place Capital Corp51,160$3.46M0.55%+1213F-HRTimeline
Cresset Asset Management, LLC49,989$3.38M0.01%+8,26813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC49,442$3.34M0.23%-49013F-HRTimeline
HARBOUR INVESTMENTS, INC.47,572$3.21M0.04%+2,60613F-HRTimeline
MCDONALD PARTNERS LLC45,741$3.09M0.75%+14,55113F-HRTimeline
Sincerus Advisory, LLC45,099$3.05M2.07%+4,31613F-HRTimeline
Shore Point Advisors, LLC44,800$3.03M1.04%-3,94013F-HRTimeline
Janney Montgomery Scott LLC44,497$3.01M0.01%+4,04613F-HRTimeline
Orion Porfolio Solutions, LLC44,089$2.98M0.02%-16,42113F-HRTimeline
Convergence Financial, LLC43,584$2.95M0.23%+3,31413F-HRTimeline
Purkiss Capital Advisors LLC42,634$2.88M1.1%+3,25013F-HRTimeline
Selby Wealth Management, LLC41,780$2.82M1%+1,45313F-HRTimeline
DAVENPORT & Co LLC41,267$2.79M0.01%-3,45013F-HRTimeline
Clear Creek Financial Management, LLC41,083$2.78M0.18%-4,76713F-HRTimeline
Interchange Capital Partners, LLC41,051$2.77M0.52%+31,27413F-HRTimeline
RFG Advisory, LLC40,355$2.73M0.04%-5,16913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.40,081$2.71M0.92%-55213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC39,582$2.67M0.42%+3,17513F-HRTimeline
Essential Investment Partners LLC39,180$2.65M2.13%+19,26513F-HRTimeline
ARWA LLC38,693$2.64M1.09%+7,47013F-HRTimeline
Indivisible Partners36,161$2.44M0.14%+1,08613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,939$2.43M<0.01%-3,31113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,786$2.42M0.12%+16213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.35,696$2.41M0.04%-177,37713F-HRTimeline
Advyzon Investment Management, LLC35,206$2.38M0.17%-5,45913F-HRTimeline
Clarity Retirement & Wealth, LLC35,039$2.37M1.64%-13,69813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,639$2.34M<0.01%+33,79913F-HRTimelineGroup
Vise Technologies, Inc.34,381$2.32M0.03%+10,87713F-HRTimeline
Pine Valley Investments Ltd Liability Co34,111$2.31M0.1%-2,51713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC32,934$2.25M0.81%-3,88013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.33,238$2.25M1.33%-23,38213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC33,015$2.23M1.04%+6,10113F-HRTimeline
Security National Bank32,867$2.22M0.27%+4,61213F-HRTimeline
Simplicity Wealth,LLC32,598$2.2M0.07%+17,68213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,241$2.11M0.02%+4,52813F-HRTimelineGroup
LARCH CAPITAL PARTNERS LLC30,501$2.06M0.29%-4,10413F-HRTimeline
Patriot Financial Group Insurance Agenc…30,157$2.04M0.21%-32,57913F-HRTimeline
YHB Investment Advisors, Inc.29,784$2.01M0.13%-4,17313F-HRTimeline
IMA Advisory Services, Inc.29,616$2M0.13%new13F-HRTimeline
Grant Private Wealth Management Inc29,448$1.99M0.84%-4,16313F-HRTimeline
Strategic Blueprint, LLC29,429$1.99M0.1%+21213F-HRTimeline
Sun Financial Inc28,267$1.97M0.93%-4,88413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,081$1.97M0.03%new13F-HRTimeline
SK Wealth Management, LLC27,659$1.93M0.43%-19,69613F-HRTimeline
IAG Wealth Partners, LLC28,559$1.93M0.19%-3,89313F-HRTimeline
IFP Advisors, Inc28,075$1.9M0.03%+5413F-HRTimeline
Skyline Advisors, Inc.27,596$1.86M0.59%-65,89213F-HRTimeline
Evolution Wealth Advisors, LLC27,293$1.84M0.22%+613F-HRTimeline
Fulton Bank, N.A.26,606$1.8M0.05%-60313F-HRTimeline
Signal Advisors Wealth, LLC26,320$1.78M0.09%+16,14013F-HRTimeline
Cyndeo Wealth Partners, LLC26,153$1.77M0.08%+1,24513F-HRTimeline
Family Capital Management, Inc.25,031$1.69M0.66%-24,41313F-HRTimeline
Plan Group Financial, LLC24,925$1.68M0.35%+8,90813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC24,882$1.68M0.29%-51313F-HRTimeline
Lakeridge Wealth Management LLC24,869$1.68M0.62%+1,99613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,755$1.67M0.01%-6,14313F-HRTimelineGroup
Koshinski Asset Management, Inc.24,693$1.67M0.09%-1,15813F-HRTimeline
BETO FINANCIAL GROUP, LLC24,406$1.65M0.87%-9,58713F-HRTimeline
Mayfair Advisory Group, LLC24,347$1.65M0.5%-1,52013F-HRTimeline
Key Financial Inc24,214$1.64M0.27%+8,91313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,368$1.58M0.03%+21613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC23,071$1.56M0.06%-7713F-HRTimeline
Summit Wealth Partners, LLC22,231$1.5M0.21%-2,53213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,571$1.46M0.03%+3,34213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,931$1.41M0.02%new13F-HRTimeline
NCM Capital Management, LLC20,823$1.41M0.43%-5013F-HRTimeline
Bedel Financial Consulting, Inc.20,569$1.39M0.13%-53013F-HRTimeline
SIERRA OCEAN, LLC20,452$1.38M0.96%+1,42013F-HRTimeline
MN Wealth Advisors, LLC19,859$1.34M0.57%-8713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,617$1.33M<0.01%-45713F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…19,604$1.32M0.55%-5,08913F-HRTimelineGroup
Tradewinds, LLC.7,050$1.32M0.31%new13F-HRTimeline
Geneos Wealth Management Inc.19,541$1.32M0.03%-1,70713F-HRTimeline
Semus Wealth Partners LLC19,111$1.29M0.62%+2713F-HRTimeline
CPC Advisors, LLC19,066$1.29M0.17%-11,80913F-HRTimeline
Steward Partners Investment Advisory, L…18,381$1.24M0.01%+69413F-HRTimeline
Simmons Bankin group Simmons Bank17,488$1.18M0.07%+6,05613F-HRTimelineGroup
Mechanics Bank Trust Department17,470$1.18M0.15%-34013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,324$1.17M0.01%013F-HRTimelineGroup
Allen Capital Group, LLC17,278$1.17M0.1%+25513F-HRTimeline
Krilogy Financial LLC16,899$1.14M0.03%-1,26413F-HRTimeline
NVWM, LLC16,859$1.14M0.23%-1,90413F-HRTimeline
M Holdings Securities, Inc.16,611$1.12M0.15%+62413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,344$1.1M0.01%-7,92213F-HRTimelineGroup
Clearstead Advisors, LLC16,000$1.08M0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,455$1.04M0.22%013F-HRTimeline
MEMBERS WEALTH LLC15,349$1.04M0.57%+2,33013F-HRTimeline
JSF Financial, LLC15,234$1.03M0.17%+2413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,175$1.03M<0.01%+1,10413F-HRTimelineGroup
Mascagni Wealth Management, Inc.15,129$1.02M0.64%+26913F-HRTimeline