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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

382 managers (390 13F filers) reported a position in HELO shares at 2026-06-30, 46,480,006 shares in all. 33 filers opened a position and 26 filers sold out during the quarter.

Managers
382
13F filers
390
New
33
Added
170
Reduced
142
Sold out
26
Shares held by filers
46,480,006

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
Mascagni Wealth Management, Inc.15,129$1.02M0.64%+26913F-HRTimeline
Western Wealth Management, LLC15,100$1.02M0.03%+1,03913F-HRTimeline
Savvy Advisors, Inc.14,956$1.01M0.02%+8,14313F-HRTimeline
Balentine LLC14,758$997K0.04%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,592$986K0.81%-76613F-HRTimeline
Prime Capital Investment Advisors, LLC14,430$975K0.01%+2,65113F-HRTimeline
Farther Finance Advisors, LLC14,294$966K0.01%+11613F-HRTimeline
Madison Wealth Partners, Inc13,899$939K0.12%+1,26313F-HRTimeline
Investment Advisory Group, LLC13,824$934K0.2%+7,35313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,785$932K0.01%013F-HRTimeline
Integrity Investment Advisors, LLC13,781$931K0.41%-1,75913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,768$930K<0.01%013F-HR/ATimelineGroup
Strategic Wealth Advisors LLC13,955$927K0.79%-76613F-HRTimeline
Crossmark Global Holdings, Inc.13,572$917K0.01%013F-HRTimeline
First PREMIER Bank13,127$887K0.14%+1,36813F-HRTimeline
Breakwater Capital Group12,917$873K0.1%-1,58513F-HRTimeline
Gateway Wealth Partners, LLC12,855$869K0.05%-14,72513F-HRTimeline
COZAD ASSET MANAGEMENT INC12,357$835K0.05%-2,78713F-HRTimeline
Atria Investments, Inc12,269$829K0.01%+37913F-HRTimeline
Birchwood Financial Partners, Inc.12,016$812K0.66%+2,08313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC11,964$809K0.41%-45013F-HRTimeline
WNY Asset Management, LLC11,898$804K0.07%-33813F-HRTimeline
WASHINGTON TRUST Co11,725$792K0.02%+4,17613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,671$789K0.03%-2,33613F-HRTimeline
EHRLICH FINANCIAL GROUP11,388$770K0.4%-95913F-HRTimeline
Mountain Capital Investment Advisors In…11,194$756K0.11%+413F-HRTimeline
Total Clarity Wealth Management, Inc.11,189$756K0.15%+34013F-HRTimeline
HBW ADVISORY SERVICES LLC10,937$739K0.07%-6,55113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,599$716K0.21%-120,77913F-HRTimeline
Soundwatch Capital LLC10,522$711K0.08%+1,48113F-HRTimeline
Axis Wealth Partners, LLC10,493$709K0.34%-1613F-HRTimeline
Nuveen, LLCin group TIAA10,348$699K<0.01%new13F-HRTimelineGroup
Saxony Capital Management, LLC10,162$687K0.31%-9,18513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,050$679K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding9,929$671K+1,007Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,782$661K<0.01%-9,27313F-HRTimelineGroup
Denver PWM, LLC9,271$650K0.21%-5,77013F-HRTimeline
Fortitude Advisory Group L.L.C.9,554$646K0.25%+5,17213F-HRTimeline
Golden State Wealth Management, LLC9,149$618K0.06%-6713F-HRTimeline
Dakota Wealth Management9,142$618K0.01%+1,68013F-HRTimeline
Vestmark Advisory Solutions, Inc.9,025$610K0.01%-72813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,024$610K0.01%-79113F-HRTimeline
Milestone Investment Advisors LLC8,707$588K0.13%+29513F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,671$586K0.5%new13F-HRTimeline
PRIVATE TRUST CO NA8,584$580K0.05%-47213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,533$577K0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC8,483$573K0.01%-25513F-HRTimeline
CAP Partners, LLC8,388$567K0.28%-28613F-HRTimeline
Ankerstar Wealth, LLC8,352$564K0.47%+2,72813F-HRTimeline
CoreCap Advisors, LLC8,145$550K0.02%+2,15813F-HRTimeline
SageView Advisory Group, LLC8,065$545K0.02%-1,96413F-HRTimeline
Private Wealth Partners, LLC8,000$541K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.7,981$539K0.02%-50413F-HRTimeline
Clearstead Trust, LLC7,806$528K0.07%+92713F-HRTimeline
Core Wealth Partners LLC7,622$515K0.22%+1213F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,225$491K0.12%+1,86213F-HRTimeline
Global Retirement Partners, LLC7,177$485K0.01%13F-HRTimeline
BOSTON FAMILY OFFICE LLC7,088$479K0.03%-7,07713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,038$476K<0.01%+48013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC6,943$469K0.05%+813F-HRTimeline
Lionsbridge Wealth Management LLC6,933$469K0.46%-8,73213F-HRTimeline
BLVD Private Wealth, LLC6,729$455K0.34%013F-HRTimeline
AdvisorNet Financial, Inc6,720$454K0.02%013F-HRTimeline
Marks Group Wealth Management, Inc6,694$452K0.04%+68813F-HRTimeline
Modus Advisors, LLC6,690$452K0.11%+6313F-HRTimeline
Creative Planningin group Creative Planning6,493$439K<0.01%+1,17413F-HRTimelineGroup
Chris Bulman Inc6,429$434K0.16%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,415$434K<0.01%-1513F-HRTimelineGroup
BCGM Wealth Management, LLC6,363$430K0.09%-16613F-HRTimeline
Thayer Partners, LLC / MA6,236$421K0.17%013F-HRTimeline
EWA, LLC6,227$421K0.08%-49313F-HRTimeline
AE Wealth Management LLC6,115$413K<0.01%-1,64613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,097$412K0.08%+1,11513F-HRTimeline
CPWA, LLC5,934$401K0.47%+1013F-HRTimeline
Lewis Asset Management, LLC5,902$399K0.14%+8713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,630$380K0.09%013F-HRTimeline
E6 Portfolios, LLC5,579$377K0.3%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,499$372K0.12%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,322$360K0.01%-5,26013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,300$358K<0.01%-1,41113F-HRTimelineGroup
Resurgent Financial Advisors LLC5,294$358K0.1%+43313F-HRTimeline
SeaCrest Wealth Management, LLC4,913$332K0.04%+1,59613F-HRTimeline
Legacy CG, LLC4,910$332K0.08%013F-HRTimeline
Investment Planning Advisors, Inc.4,900$331K0.08%+80613F-HRTimeline
Triad Wealth Partners, LLC4,706$325K0.02%-276,06413F-HRTimeline
Accurate Wealth Management, LLC4,582$313K0.03%new13F-HRTimeline
Perennial Investment Advisors, LLC4,605$311K0.02%+1,07513F-HRTimeline
Redhawk Wealth Advisors, Inc.4,535$306K0.03%+313F-HRTimeline
Confluence Wealth Services, Inc.4,525$306K0.01%+59713F-HRTimeline
Bond & Devick Financial Network, Inc.4,441$300K0.07%new13F-HRTimeline
Keystone Financial Group4,363$295K0.02%-88013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,354$294K0.08%+1213F-HRTimeline
Betterment LLC4,353$294K<0.01%+75213F-HRTimeline
Athena Wealth Management, LLC4,210$285K0.21%-53413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,140$280K0.01%-1,15913F-HRTimelineGroup
Fortis Advisors, LLC4,128$279K0.13%+213F-HRTimeline
Cauble & Harre Wealth Management, Inc.4,107$278K0.22%+19113F-HRTimeline
Ignite Planners, LLC4,076$275K0.04%+513F-HRTimeline
Allred Capital Management, LLC4,053$274K0.09%+9813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,960$269K0.01%013F-HRTimeline
Ellis Investment Partners, LLC3,932$266K0.04%+33013F-HRTimeline
High Net Worth Advisory Group LLC3,905$264K0.06%013F-HRTimeline
Cambridge Advisors Inc.3,866$261K0.04%+45613F-HRTimeline
Alliance Wealth Advisors, LLC3,850$260K0.1%new13F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT3,835$259K0.28%-75813F-HRTimeline
Keating Financial Advisory Services, In…3,676$248K0.03%-4013F-HRTimeline
Arbor Investment Advisors, LLC3,647$246K0.03%new13F-HRTimeline
Kovack Advisors, Inc.3,604$243K0.01%+313F-HRTimeline
Pasadena Private Wealth, LLC3,561$241K0.03%+12013F-HRTimeline
Midwest Trust Co3,546$240K<0.01%+4613F-HRTimeline
Claro Advisors Inc.3,450$233K0.02%013F-HRTimeline
CORA CAPITAL ADVISORS LLC3,450$233K0.07%new13F-HRTimeline
Castle Rock Wealth Management, LLC3,428$232K0.05%-5413F-HRTimeline
Bank of Marin3,400$230K0.16%-4,21713F-HRTimeline
Capital Advisors Wealth Management, LLC3,332$225K0.03%+513F-HRTimeline
Sequoia Financial Advisors, LLC3,317$224K<0.01%-7,08813F-HRTimeline
Avestar Capital, LLC3,256$220K0.01%-1,55813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,255$220K<0.01%013F-HRTimelineGroup
Lunt Capital Management, Inc.3,237$219K0.08%-4213F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC3,213$219K0.07%+4013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC3,211$217K0.01%new13F-HRTimeline
Prosperity Bancshares Inc3,170$214K0.14%+1013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,075$208K<0.01%new13F-HRTimeline
Capstone Wealth Management, Inc.3,000$203K0.15%new13F-HRTimeline
Intrua Financial, LLC2,971$201K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC2,955$200K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,775$188K<0.01%-3,67713F-HRTimelineGroup
MATHER GROUP, LLC.2,609$176K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC2,370$160K0.12%-5013F-HRTimeline
OAKWORTH CAPITAL, INC.1,977$134K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,922$130K<0.01%+413F-HRTimelineGroup
LRI Investments, LLC1,899$128K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,870$126K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,870$126K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,757$119K0.05%+9013F-HRTimeline
Harbor Asset Planning, Inc.1,708$115K0.09%+313F-HRTimeline
Financial Network Wealth Advisors LLC1,670$113K0.11%-21913F-HRTimeline
N.E.W. Advisory Services LLC1,616$109K0.01%-11913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,573$106K0.07%+5713F-HRTimeline
Capital Advisors, Ltd. LLC1,507$102K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.1,344$90.8K0.05%+313F-HRTimeline
FMR LLCin group FMR LLC1,245$84.1K<0.01%-2,96713F-HRTimelineGroup
Whipplewood Advisors, LLC1,175$79.4K0.05%-4,02713F-HRTimeline
Quent Capital, LLC1,035$69.9K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,003$67.8K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.898$60.7K0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.884$59.7K<0.01%new13F-HRTimelineGroup
VIMA LLC753$50.9K0.05%13F-HRTimeline
IFG Advisory, LLC702$47.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC670$45.3K<0.01%-10713F-HRTimelineGroup
HHM Wealth Advisors, LLC490$33.1K<0.01%013F-HRTimeline
Markowski Investments450$30.4K0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.449$30.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.438$29K0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC394$26.6K<0.01%+26913F-HRTimeline
VISION FINANCIAL MARKETS LLC394$26.6K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC375$25.3K0.01%new13F-HRTimeline
Larson Financial Group LLC303$20.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.300$20.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC299$20.2K<0.01%-23513F-HRTimeline
Comprehensive Financial Planning, Inc./…288$19.5K0.01%-1413F-HRTimeline
MCF Advisors LLC175$11.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.159$10.7K<0.01%+13313F-HRTimeline
Blue Trust, Inc.149$10.1K<0.01%+3013F-HRTimeline
JFS WEALTH ADVISORS, LLC135$9.13K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC128$8.62K0.01%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …101$6.83K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management70$4.73K<0.01%-7913F-HRTimelineGroup
Smartleaf Asset Management LLC64$4.31K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co61$4.12K<0.01%new13F-HRTimeline
AlphaCore Capital LLC60$4.06K<0.01%-2,59013F-HRTimeline
True Wealth Design, LLC57$3.85K<0.01%013F-HRTimeline
TRUST CO OF VERMONT51$3.45K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$2.97K<0.01%new13F-HRTimeline
Arax Advisory Partners30$2.03K<0.01%new13F-HRTimeline
Morse Asset Management, Inc25$1.72K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…19$1.28K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$1.01K<0.01%013F-HRTimeline
BIRCHBROOK, INC.5$343<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$135<0.01%-1713F-HRTimeline
Coppell Advisory Solutions LLC57,923$96<0.01%new13F-HRTimeline
Allworth Financial LP1$68<0.01%013F-HRTimeline