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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

320 managers (325 13F filers) reported a position in HELO shares at 2025-06-30, 44,572,335 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
320
13F filers
325
New
48
Added
150
Reduced
98
Sold out
22
Shares held by filers
44,572,335

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GPS Wealth Strategies Group, LLC11,675$731K0.08%+77513F-HRTimeline
Geneos Wealth Management Inc.11,324$709K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.11,160$698K0.05%new13F-HRTimeline
Lionsbridge Wealth Management LLC11,058$692K0.69%-61,02513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,961$686K0.04%-3,17013F-HRTimelineGroup
Financial Advocates Investment Manageme…10,912$683K0.06%-23,80313F-HRTimeline
Simplicity Wealth,LLC10,848$679K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,831$678K0.02%+1,20913F-HRTimelineGroup
Good Life Advisors, LLC10,705$670K0.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,147$635K<0.01%-112,45113F-HR/ATimelineGroup
JSF Financial, LLC10,134$634K0.15%+1,81913F-HRTimeline
Vienna Asset Management LLC10,101$632K0.44%-16,10313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,048$629K0.2%-43413F-HRTimeline
COMERICA BANK9,813$614K<0.01%-2,69513F-HRTimeline
Sanctuary Advisors, LLC9,749$610K<0.01%+57213F-HRTimeline
Fulton Bank, N.A.9,611$601K0.02%+1,92013F-HRTimeline
Steward Partners Investment Advisory, L…9,312$583K<0.01%+6,12913F-HRTimeline
Tradition Wealth Management, LLC9,142$572K0.05%+49013F-HRTimeline
Madison Wealth Partners, Inc8,836$553K0.12%+3,31513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.8,797$551K0.13%013F-HRTimelineGroup
Valmark Advisers, Inc.8,763$548K0.01%+4,40013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,743$547K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,545$535K0.01%+1,28713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,206$514K<0.01%-3,46413F-HRTimelineGroup
CAP Partners, LLC8,116$508K0.32%+97713F-HRTimeline
Private Wealth Partners, LLC8,000$501K0.04%013F-HRTimeline
SageView Advisory Group, LLC7,760$492K0.02%new13F-HRTimeline
Global Retirement Partners, LLC7,708$482K0.01%13F-HRTimeline
PRIVATE TRUST CO NA7,684$481K0.05%+88513F-HRTimeline
Golden State Wealth Management, LLC7,682$481K0.06%+57113F-HRTimeline
Arkadios Wealth Advisors7,527$471K0.01%+48513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,489$469K0.02%-76013F-HRTimelineGroup
Axis Wealth Partners, LLC7,481$468K0.31%+1,23713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,476$468K0.01%-36313F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…7,303$457K0.36%-1,60513F-HRTimeline
Resurgent Financial Advisors LLC7,248$454K0.25%+32013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC7,242$453K0.1%013F-HRTimeline
MCDONALD PARTNERS LLC7,000$438K0.11%new13F-HRTimeline
Mountain Capital Investment Advisors In…6,989$437K0.08%+513F-HRTimeline
AdvisorNet Financial, Inc6,932$434K0.03%+2,20913F-HRTimeline
Bank of Marin6,804$426K0.32%+1,64013F-HRTimeline
Ignite Planners, LLC6,411$406K0.07%-1,25113F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,436$403K0.02%new13F-HRTimelineGroup
SMITH, MOORE & CO.6,315$395K0.03%-11,00213F-HRTimeline
BCGM Wealth Management, LLC6,219$389K0.11%+12613F-HRTimeline
Arbor Investment Advisors, LLC6,140$384K0.05%+1,43313F-HRTimeline
Consolidated Portfolio Review Corp6,118$383K0.05%+20513F-HRTimeline
B. Riley Wealth Advisors, Inc.5,893$369K0.02%-18713F-HRTimeline
Marks Group Wealth Management, Inc5,839$365K0.03%new13F-HRTimeline
WESPAC Advisors, LLC5,745$360K0.25%+20113F-HRTimeline
Investment Advisory Group, LLC5,730$359K0.11%new13F-HRTimeline
Smartleaf Asset Management LLC5,691$356K0.03%-25,38113F-HRTimeline
Pasadena Private Wealth, LLC5,350$335K0.06%+1,60013F-HRTimeline
Clearstead Advisors, LLC5,204$326K<0.01%-2,16113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,187$325K0.07%-20013F-HRTimeline
AlphaCore Capital LLC5,077$318K0.01%+5,01713F-HRTimeline
OAKWORTH CAPITAL, INC.5,006$313K0.02%-1,33213F-HRTimeline
First PREMIER Bank4,897$306K0.07%+1,89713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,830$302K0.09%013F-HRTimeline
EHRLICH FINANCIAL GROUP4,764$298K0.19%+1,01213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,754$298K<0.01%+4,29013F-HRTimelineGroup
IMS Capital Management4,668$292K0.14%new13F-HRTimeline
Merit Financial Group, LLC4,628$290K<0.01%new13F-HRTimeline
Lewis Asset Management, LLC4,518$283K0.13%new13F-HRTimeline
Reyes Financial Architecture, Inc.4,431$277K0.24%-2,06313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,346$272K0.01%-84313F-HRTimeline
Waterloo Capital, L.P.4,177$261K0.02%-5,53113F-HRTimeline
Fortis Advisors, LLC4,108$257K0.16%+713F-HRTimeline
SYNOVUS FINANCIAL CORP4,105$257K<0.01%new13F-HRTimeline
Mutual Advisors, LLC4,047$257K0.01%-17,17113F-HRTimeline
Whipplewood Advisors, LLC4,040$253K0.14%-59,28913F-HRTimeline
Creative Planningin group Creative Planning3,983$249K<0.01%-8413F-HRTimelineGroup
Freedom Investment Management, Inc.3,897$244K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…3,890$243K0.02%new13F-HRTimeline
New Republic Capital, LLC3,870$242K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.3,820$239K0.02%-32,37013F-HRTimeline
Maia Wealth LLC3,637$228K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC3,530$221K0.02%new13F-HRTimeline
Wick Capital Partners, LLC467$213K0.06%-18,60713F-HRTimeline
CoreCap Advisors, LLC3,349$210K0.01%+1,10313F-HRTimeline
Claro Advisors Inc.3,300$207K0.03%new13F-HRTimeline
Financial Network Wealth Advisors LLC3,140$196K0.24%-85213F-HRTimeline
Cedar Mountain Advisors, LLC2,955$185K0.04%013F-HRTimeline
Millstone Evans Group, LLC2,298$144K0.1%new13F-HRTimeline
Clearstead Trust, LLC2,111$132K0.02%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,095$131K0.05%013F-HRTimeline
Ulland Investment Advisors, LLC2,070$130K0.1%-1,30013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,909$119K<0.01%+1,88513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,870$117K0.01%-85413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,842$115K<0.01%+1,60613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,595$99.8K<0.01%+1,24513F-HRTimelineGroup
AE Wealth Management LLC1,579$98.8K<0.01%-10013F-HRTimeline
Key Financial Inc1,539$96.3K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,507$94K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,472$92.1K0.09%13F-HRTimeline
LANARK FINANCIAL, INC.1,440$90K0.01%-3,10413F-HRTimeline
Parallel Advisors, LLC1,194$74.7K<0.01%+69413F-HRTimeline
Stephens Consulting, LLC1,057$66.1K0.02%-3,32913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC893$55.9K<0.01%+17513F-HRTimelineGroup
Avion Wealth819$51K0.01%new13F-HR/ATimeline
SIERRA OCEAN, LLC497$31.1K0.02%+14413F-HRTimeline
ORG Partners LLC473$29.6K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.451$28.1K0.01%+14413F-HRTimeline
HAZLETT, BURT & WATSON, INC.435$27K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC409$25.5K0.02%+113F-HRTimeline
Allworth Financial LP283$17.7K<0.01%+28213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175$11K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank175$11K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC175$11K0.01%013F-HRTimeline
Concorde Financial Corp150$9.39K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC125$7.82K<0.01%-15913F-HRTimeline
FMR LLCin group FMR LLC49$3.1K<0.01%-1713F-HRTimelineGroup
Morse Asset Management, Inc25$1.58K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.19K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc13$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$939<0.01%013F-HRTimeline
Tidemark, LLC8$501<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$438<0.01%new13F-HRTimeline
BIRCHBROOK, INC.5$316<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.