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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

295 managers (299 13F filers) reported a position in HELO shares at 2025-03-31, 38,349,957 shares in all. 46 filers opened a position and 16 filers sold out during the quarter.

Managers
295
13F filers
299
New
46
Added
178
Reduced
52
Sold out
16
Shares held by filers
38,349,957

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Essex Bankin group Essex Financial Services, Inc.8,797$525K0.13%+24713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,795$525K0.01%+13813F-HRTimelineGroup
Tradition Wealth Management, LLC8,652$516K0.05%-52313F-HRTimeline
JSF Financial, LLC8,315$496K0.13%+1213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,249$492K0.03%+2,71013F-HR/ATimelineGroup
Private Wealth Partners, LLC8,000$477K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,839$468K0.01%-2,42613F-HRTimelineGroup
Fulton Bank, N.A.7,691$459K0.02%new13F-HRTimeline
Ignite Planners, LLC7,662$456K0.09%-2,28713F-HRTimeline
Focus Financial Network, Inc.7,634$456K0.02%-10,86013F-HRTimeline
Clearstead Advisors, LLC7,365$440K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,258$433K0.01%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC7,242$432K0.12%-8613F-HRTimeline
CAP Partners, LLC7,139$426K0.31%+1,08313F-HRTimeline
Golden State Wealth Management, LLC7,111$424K0.06%+5,30113F-HR/ATimeline
Arkadios Wealth Advisors7,042$420K0.02%-21213F-HRTimeline
Resurgent Financial Advisors LLC6,928$413K0.25%+33213F-HRTimeline
Mountain Capital Investment Advisors In…6,984$411K0.09%+2,13713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,858$409K0.16%new13F-HRTimeline
PRIVATE TRUST CO NA6,799$406K0.04%-7913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,614$395K0.18%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,547$391K0.23%new13F-HRTimeline
IFP Advisors, Inc6,497$388K0.01%+3,02213F-HRTimeline
Reyes Financial Architecture, Inc.6,494$388K0.29%+87313F-HRTimeline
OAKWORTH CAPITAL, INC.6,338$378K0.03%new13F-HRTimeline
Axis Wealth Partners, LLC6,244$373K0.28%+63913F-HRTimeline
BCGM Wealth Management, LLC6,093$364K0.11%+26713F-HRTimeline
B. Riley Wealth Advisors, Inc.6,080$363K0.01%+95013F-HRTimeline
Consolidated Portfolio Review Corp5,913$353K0.06%+86413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,790$346K0.03%new13F-HRTimeline
Allred Capital Management, LLC5,734$342K0.14%-49913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,671$338K<0.01%-1413F-HRTimelineGroup
WESPAC Advisors, LLC5,544$331K0.27%-29913F-HRTimeline
Madison Wealth Partners, Inc5,521$330K0.08%+80313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,387$322K0.08%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,189$310K0.01%-945,95113F-HRTimeline
Bank of Marin5,164$308K0.39%-3,04313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,830$288K0.09%013F-HRTimeline
AdvisorNet Financial, Inc4,723$282K0.02%+4,67313F-HRTimeline
Arbor Investment Advisors, LLC4,707$281K0.04%new13F-HRTimeline
Castle Rock Wealth Management, LLC4,585$274K0.07%+2413F-HRTimeline
LANARK FINANCIAL, INC.4,544$271K0.02%+4,54013F-HRTimeline
Stephens Consulting, LLC4,386$262K0.07%-80,88513F-HRTimeline
Valmark Advisers, Inc.4,363$260K<0.01%new13F-HRTimeline
Fortis Advisors, LLC4,101$245K0.16%new13F-HRTimeline
Creative Planningin group Creative Planning4,067$243K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC3,992$238K0.31%+3,63513F-HRTimeline
New Republic Capital, LLC3,870$231K0.1%013F-HRTimeline
EHRLICH FINANCIAL GROUP3,752$224K0.16%new13F-HRTimeline
Pasadena Private Wealth, LLC3,750$224K0.04%new13F-HRTimeline
Oak Harvest Investment Services3,720$222K0.03%013F-HRTimeline
Monterey Private Wealth, Inc.3,669$219K0.06%+513F-HRTimeline
Maia Wealth LLC3,637$213K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC3,410$204K<0.01%+11613F-HRTimeline
Ulland Investment Advisors, LLC3,370$201K0.17%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,183$190K<0.01%+1,26413F-HRTimeline
First PREMIER Bank3,000$179K0.05%+2,50013F-HRTimeline
Cedar Mountain Advisors, LLC2,955$176K0.04%-79113F-HRTimeline
Whipplewood Advisors, LLC63,329$171K0.12%+60,50613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,724$163K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2,317$138K0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,246$134K0.01%+1,99513F-HRTimeline
Lowe Wealth Advisors, LLC2,095$125K0.05%+59413F-HRTimeline
AE Wealth Management LLC1,679$100K<0.01%+57613F-HRTimeline
Capital Advisors, Ltd. LLC1,507$90K0.01%013F-HRTimeline
Compass Financial Services Inc1,075$64.2K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC718$42.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.647$38.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC500$29.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…464$27.7K<0.01%-13813F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.435$26K0.01%+40113F-HRTimeline
VISION FINANCIAL MARKETS LLC408$24.3K0.03%new13F-HRTimeline
SIERRA OCEAN, LLC353$21.1K0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN350$20.9K<0.01%+26013F-HRTimelineGroup
AMERIFLEX GROUP, INC.307$18.3K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC284$16.9K<0.01%-7913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY236$14.1K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC175$10.4K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC79$4.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC65$4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC66$3.94K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC60$3.56K<0.01%new13F-HRTimeline
Hurley Capital, LLC42$2.51K<0.01%new13F-HRTimeline
Continuum Advisory, LLC33$1.97K<0.01%013F-HRTimeline
Morse Asset Management, Inc25$1.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24$1.43K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.13K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc13$1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.15$896<0.01%013F-HRTimeline
Nemes Rush Group LLC13$776<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC12$701<0.01%new13F-HRTimeline
Tidemark, LLC8$477<0.01%-4113F-HRTimeline
BIRCHBROOK, INC.5$300<0.01%013F-HRTimeline
Allworth Financial LP1$59<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.