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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

339 managers (344 13F filers) reported a position in HELO shares at 2025-09-30, 43,860,136 shares in all. 40 filers opened a position and 18 filers sold out during the quarter.

Managers
339
13F filers
344
New
40
Added
177
Reduced
102
Sold out
18
Shares held by filers
43,860,136

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Modern Wealth Management, LLC12,829$834K0.02%-16313F-HRTimeline
Total Clarity Wealth Management, Inc.12,539$815K0.22%-1,05513F-HRTimeline
J.W. COLE ADVISORS, INC.12,342$802K0.02%+3,79713F-HRTimeline
Financial Advocates Investment Manageme…12,294$799K0.45%+1,38213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,799$767K<0.01%-27,98613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC11,532$750K0.08%-14313F-HRTimeline
Madison Wealth Partners, Inc11,317$736K0.15%+2,48113F-HRTimeline
Valmark Advisers, Inc.11,309$735K0.01%+2,54613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC11,036$717K0.4%-18,72313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,033$717K0.02%+20213F-HRTimelineGroup
Fortis Group Advisors, LLC10,927$717K0.12%-92413F-HRTimeline
Mountain Capital Investment Advisors In…10,758$700K0.12%+3,76913F-HRTimeline
Vise Technologies, Inc.10,724$697K0.03%-5,12613F-HRTimeline
SageView Advisory Group, LLC10,720$697K0.02%+2,96013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,807$637K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC9,761$634K<0.01%+1213F-HR/ATimeline
Ausdal Financial Partners, Inc.9,349$608K0.03%+5,52913F-HRTimeline
MCDONALD PARTNERS LLC9,307$605K0.18%+2,30713F-HRTimeline
Tradition Wealth Management, LLC9,216$599K0.04%+7413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.8,797$572K0.13%013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC8,702$566K0.56%-6,52913F-HRTimeline
Axis Wealth Partners, LLC8,458$550K0.32%+97713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,451$549K<0.01%new13F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC8,430$548K0.03%new13F-HRTimeline
Simplicity Wealth,LLC8,232$535K0.03%-2,61613F-HRTimeline
CAP Partners, LLC8,209$534K0.3%+9313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,191$532K0.02%+1,75513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC8,013$521K0.01%+53713F-HRTimelineGroup
Private Wealth Partners, LLC8,000$520K0.04%013F-HRTimeline
Golden State Wealth Management, LLC7,817$508K0.06%+13513F-HRTimeline
Global Retirement Partners, LLC7,774$505K0.01%+6613F-HRTimeline
Bank of Marin7,632$496K0.35%+82813F-HRTimeline
BLVD Private Wealth, LLC7,589$493K0.42%-27,88513F-HRTimeline
PRIVATE TRUST CO NA7,567$492K0.04%-11713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,479$486K0.02%-1013F-HRTimelineGroup
Vienna Asset Management LLC7,410$482K0.29%-2,69113F-HRTimeline
Wick Capital Partners, LLC7,373$479K0.11%+6,90613F-HRTimeline
OneDigital Investment Advisors LLC7,297$474K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors7,264$472K0.01%-26313F-HRTimeline
EHRLICH FINANCIAL GROUP7,112$462K0.27%+2,34813F-HRTimeline
Comprehensive Financial Planning, Inc./…7,096$461K0.32%-20713F-HRTimeline
AdvisorNet Financial, Inc7,058$459K0.03%+12613F-HRTimeline
EWA, LLC6,700$436K0.12%new13F-HRTimeline
Dynasty Wealth Management, LLC6,686$435K0.01%-586,33513F-HRTimeline
Clearstead Trust, LLC6,657$433K0.07%+4,54613F-HRTimeline
SkyView Investment Advisors, LLC6,608$430K0.05%new13F-HRTimeline
BCGM Wealth Management, LLC6,510$423K0.11%+29113F-HRTimeline
First PREMIER Bank6,443$419K0.1%+1,54613F-HRTimeline
COMERICA BANK6,187$402K<0.01%-3,62613F-HRTimeline
Arbor Investment Advisors, LLC6,157$400K0.05%+1713F-HRTimeline
SYNOVUS FINANCIAL CORP6,145$399K<0.01%+2,04013F-HRTimeline
Consolidated Portfolio Review Corp6,140$399K0.05%+2213F-HRTimeline
Resurgent Financial Advisors LLC5,916$385K0.19%-1,33213F-HRTimeline
Marks Group Wealth Management, Inc5,839$380K0.04%013F-HRTimeline
Investment Advisory Group, LLC5,777$375K0.1%+4713F-HRTimeline
GTS SECURITIES LLC5,710$371K0.01%new13F-HRTimeline
OmniStar Financial Group, Inc.5,652$367K0.22%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,499$357K0.13%new13F-HRTimeline
Lewis Asset Management, LLC5,427$353K0.14%+90913F-HRTimeline
Ignite Planners, LLC5,304$345K0.06%-1,10713F-HRTimeline
Pasadena Private Wealth, LLC5,241$341K0.05%-10913F-HRTimeline
Cresset Asset Management, LLC5,219$339K<0.01%new13F-HR/ATimeline
OAKWORTH CAPITAL, INC.5,006$325K0.02%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,907$319K0.07%-28013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,830$314K0.09%013F-HRTimeline
Avestar Capital, LLC4,814$313K0.02%-7,83213F-HRTimeline
IFG Advisory, LLC4,688$305K0.01%-23,04813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,659$303K<0.01%-9,47413F-HRTimelineGroup
CoreCap Advisors, LLC4,591$298K0.01%+1,24213F-HRTimeline
Creative Planningin group Creative Planning4,496$292K<0.01%+51313F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO4,280$282K0.08%new13F-HRTimeline
Merit Financial Group, LLC4,234$275K<0.01%-39413F-HR/ATimeline
GENESIS PRIVATE WEALTH, LLC4,207$273K0.11%new13F-HRTimeline
AE Wealth Management LLC4,191$272K<0.01%+2,61213F-HRTimeline
Fortis Advisors, LLC4,116$268K0.15%+813F-HRTimeline
Investment Planning Advisors, Inc.4,096$266K0.08%-199,34613F-HRTimeline
Whipplewood Advisors, LLC4,040$263K0.17%013F-HRTimeline
Cornerstone Wealth Management, LLC4,009$261K0.01%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,008$261K0.08%-6,04013F-HRTimeline
IMS Capital Management3,959$257K0.12%-70913F-HRTimeline
Mutual Advisors, LLC3,906$256K0.01%-14113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,907$254K0.07%new13F-HRTimeline
Milestone Investment Advisors LLC3,881$252K0.06%-91,70613F-HRTimeline
New Republic Capital, LLC3,870$252K0.08%013F-HRTimeline
Confluence Wealth Services, Inc.3,867$251K0.01%new13F-HRTimeline
SMITH, MOORE & CO.3,748$244K0.02%-2,56713F-HRTimeline
Maia Wealth LLC3,633$239K0.04%-413F-HRTimeline
Perennial Investment Advisors, LLC3,530$229K0.02%013F-HRTimeline
Claro Advisors Inc.3,450$224K0.03%+15013F-HRTimeline
Castle Rock Wealth Management, LLC3,363$219K0.05%new13F-HRTimeline
Allred Capital Management, LLC3,272$213K0.07%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,255$212K<0.01%-4,95113F-HRTimelineGroup
Investment Partners Asset Management, I…3,248$211K0.14%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,155$205K<0.01%new13F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,143$205K0.08%new13F-HR/ATimelineGroup
Cedar Mountain Advisors, LLC2,955$192K0.04%013F-HRTimeline
Key Financial Inc2,899$189K0.03%+1,36013F-HRTimeline
AlphaCore Capital LLC2,650$172K0.01%-2,42713F-HRTimeline
Ulland Investment Advisors, LLC2,370$154K0.12%+30013F-HRTimeline
Financial Network Wealth Advisors LLC2,235$145K0.16%-90513F-HRTimeline
Lowe Wealth Advisors, LLC2,070$135K0.05%-2513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,913$124K<0.01%+413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,897$123K<0.01%+5513F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.1,870$122K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,870$122K0.08%-42813F-HRTimeline
N.E.W. Advisory Services LLC1,750$114K0.01%-41,64813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,603$104K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,507$98K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,475$95.9K0.09%+313F-HRTimeline
Reyes Financial Architecture, Inc.1,340$87.1K0.06%-3,09113F-HRTimeline
Root Financial Partners, LLC1,200$78K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,194$77.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,109$72.1K<0.01%-48613F-HRTimelineGroup
Larson Financial Group LLC899$58.4K<0.01%new13F-HRTimeline
FIRST HORIZON CORP740$48.1K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC632$41.1K<0.01%-26113F-HRTimelineGroup
ORG Partners LLC495$32.2K0.01%+2213F-HRTimeline
HAZLETT, BURT & WATSON, INC.436$28K0.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC410$26.6K0.02%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$20.7K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC254$16.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC226$15K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC204$13.3K<0.01%+15513F-HRTimelineGroup
Accredited Wealth Management, LLC235$11.4K0.01%+6013F-HRTimeline
FAS Wealth Partners, Inc.164$10.7K<0.01%new13F-HRTimeline
Stephens Consulting, LLC150$9.78K<0.01%-90713F-HRTimeline
Aptus Capital Advisors, LLC125$8.12K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC91$5.91K<0.01%-5,60013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\58$3.77K<0.01%-11713F-HRTimelineGroup
Sunbelt Securities, Inc.42$2.7K<0.01%new13F-HRTimeline
Morse Asset Management, Inc25$1.64K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.24K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc13$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$975<0.01%013F-HRTimeline
Tidemark, LLC8$520<0.01%013F-HRTimeline
BIRCHBROOK, INC.5$328<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2$130<0.01%new13F-HRTimeline
Allworth Financial LP1$65<0.01%-28213F-HRTimeline
Decker Retirement Planning Inc.1$65<0.01%new13F-HRTimeline