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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

370 managers (376 13F filers) reported a position in HELO shares at 2025-12-31, 45,688,654 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
370
13F filers
376
New
36
Added
163
Reduced
118
Sold out
22
Shares held by filers
45,688,654

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COZAD ASSET MANAGEMENT INC15,143$1.01M0.08%013F-HRTimeline
Breakwater Capital Group14,961$994K0.14%+63113F-HRTimeline
Prime Capital Investment Advisors, LLC14,917$991K0.01%-16,60513F-HRTimeline
Archford Capital Strategies, LLC14,658$974K0.11%-2,68113F-HRTimeline
NVWM, LLC14,361$954K0.21%+54513F-HRTimeline
Strategic Wealth Advisors LLC13,955$927K0.79%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,785$916K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,768$915K<0.01%new13F-HR/ATimelineGroup
Tradition Wealth Management, LLC13,738$913K0.07%+4,52213F-HRTimeline
Crossmark Global Holdings, Inc.13,572$902K0.01%-4,65813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,498$897K0.02%+2,46513F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.13,461$881K0.02%+1,11913F-HRTimeline
Tradewinds, LLC.13,254$880K0.21%013F-HRTimeline
Mascagni Wealth Management, Inc.13,095$870K0.65%-35113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,973$862K+4,176Timeline
MEMBERS WEALTH LLC12,683$850K0.53%-90613F-HRTimeline
Farther Finance Advisors, LLC12,247$814K0.01%-1,12713F-HRTimeline
Valmark Advisers, Inc.12,139$806K0.01%+83013F-HRTimeline
Mountain Capital Investment Advisors In…12,012$805K0.13%+1,25413F-HRTimeline
Madison Wealth Partners, Inc12,008$798K0.15%+69113F-HRTimeline
M Holdings Securities, Inc.11,945$794K0.06%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,900$791K<0.01%-23,82013F-HRTimeline
Atria Investments, Inc11,555$768K0.01%-56,91013F-HRTimeline
Simplicity Wealth,LLC11,419$759K0.05%+3,18713F-HRTimeline
SageView Advisory Group, LLC10,975$729K0.02%+25513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC10,833$720K0.4%-20313F-HRTimeline
Total Clarity Wealth Management, Inc.10,780$716K0.17%-1,75913F-HRTimeline
Sanctuary Advisors, LLC10,620$705K<0.01%+85913F-HRTimeline
BOSTON FAMILY OFFICE LLC10,460$695K0.04%+2,03013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,379$689K0.08%-7,78913F-HRTimeline
ARWA LLC10,187$677K0.4%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,101$671K<0.01%+5,44213F-HRTimelineGroup
Modern Wealth Management, LLC9,916$659K0.01%-2,91313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,899$658K0.02%+1,70813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.9,742$647K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,742$647K0.03%-6513F-HRTimeline
Redhawk Wealth Advisors, Inc.9,537$634K0.07%-9,08213F-HRTimeline
Birchwood Financial Partners, Inc.9,220$613K0.61%13F-HRTimeline
Axis Wealth Partners, LLC9,114$605K0.33%+65613F-HRTimeline
PRIVATE TRUST CO NA8,993$597K0.05%+1,42613F-HRTimeline
EHRLICH FINANCIAL GROUP8,815$586K0.33%+1,70313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,726$580K0.01%+71313F-HRTimelineGroup
Golden State Wealth Management, LLC8,679$577K0.06%+86213F-HRTimeline
CAP Partners, LLC8,484$564K0.32%+27513F-HRTimeline
Ausdal Financial Partners, Inc.8,329$553K0.03%-1,02013F-HRTimeline
Global Retirement Partners, LLC8,279$550K0.01%+50513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,127$540K<0.01%-32413F-HRTimelineGroup
Milestone Investment Advisors LLC8,040$534K0.13%+4,15913F-HRTimeline
Private Wealth Partners, LLC8,000$531K0.04%013F-HRTimeline
Dakota Wealth Management7,961$529K0.01%new13F-HR/ATimeline
Ankerstar Wealth, LLC7,676$510K0.51%13F-HRTimeline
Bank of Marin7,632$507K0.35%013F-HRTimeline
Core Wealth Partners LLC7,602$505K0.23%new13F-HRTimeline
First PREMIER Bank7,397$492K0.11%+95413F-HRTimeline
Athena Wealth Management, LLC7,344$488K0.47%13F-HRTimeline
BLVD Private Wealth, LLC7,142$474K0.41%-44713F-HRTimeline
Savvy Advisors, Inc.7,133$474K0.02%new13F-HRTimeline
Clearstead Trust, LLC6,879$457K0.07%+22213F-HRTimeline
AdvisorNet Financial, Inc6,720$446K0.02%-33813F-HRTimeline
EWA, LLC6,713$446K0.11%+1313F-HRTimeline
Dynasty Wealth Management, LLC6,692$445K<0.01%+613F-HRTimeline
COMERICA BANK6,535$434K<0.01%+34813F-HRTimeline
BCGM Wealth Management, LLC6,522$433K0.11%+1213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,430$427K<0.01%13F-HR/ATimelineGroup
Creative Planningin group Creative Planning6,168$410K<0.01%+1,67213F-HRTimelineGroup
Investment Advisory Group, LLC6,023$400K0.1%+24613F-HRTimeline
Marks Group Wealth Management, Inc6,006$399K0.04%+16713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,630$374K0.1%+80013F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,626$374K0.32%new13F-HRTimeline
Lewis Asset Management, LLC5,525$367K0.15%+9813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,499$365K0.13%013F-HRTimeline
CoreCap Advisors, LLC5,261$349K0.01%+67013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,186$345K0.07%+27913F-HRTimeline
Whipplewood Advisors, LLC5,097$339K0.22%+1,05713F-HRTimeline
AE Wealth Management LLC5,069$337K<0.01%+87813F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,051$336K0.09%+77113F-HRTimeline
Merit Financial Group, LLC4,976$331K<0.01%+74213F-HRTimeline
Ignite Planners, LLC4,928$330K0.05%-37613F-HRTimeline
Legacy CG, LLC4,910$326K0.09%-245,99313F-HRTimeline
Paladin Wealth, LLC4,818$320K0.22%-17,71513F-HRTimeline
Vienna Asset Management LLC4,817$320K0.18%-2,59313F-HRTimeline
Avestar Capital, LLC4,814$320K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…4,810$320K0.21%-2,28613F-HRTimeline
Resurgent Financial Advisors LLC4,737$315K0.16%-1,17913F-HRTimeline
Mutual Advisors, LLC4,610$306K0.01%+70413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,220$280K0.09%+1313F-HRTimeline
Cornerstone Wealth Management, LLC4,209$280K0.01%+20013F-HRTimeline
IFG Advisory, LLC4,149$276K0.01%-53913F-HRTimeline
Fortis Advisors, LLC4,124$274K0.15%+813F-HRTimeline
Investment Planning Advisors, Inc.4,100$272K0.08%+413F-HRTimeline
Cauble & Harre Wealth Management, Inc.4,059$270K0.23%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,027$268K<0.01%new13F-HRTimelineGroup
Key Financial Inc4,009$266K0.05%+1,11013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,909$260K0.01%-3,57013F-HRTimelineGroup
Confluence Wealth Services, Inc.3,867$257K0.01%013F-HRTimeline
Arkadios Wealth Advisors3,812$253K0.01%-3,45213F-HRTimeline
Focus Financial Network, Inc.3,771$251K0.01%new13F-HRTimeline
Vantage Point Financial LLC3,743$249K0.09%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,741$249K0.07%-26713F-HRTimeline
Maia Wealth LLC3,632$242K0.04%-113F-HRTimeline
Keating Financial Advisory Services, In…3,629$241K0.03%13F-HRTimeline
Kovack Advisors, Inc.3,599$239K0.01%new13F-HR/ATimeline
OAKWORTH CAPITAL, INC.3,560$236K0.01%-1,44613F-HRTimeline
Perennial Investment Advisors, LLC3,530$234K0.02%013F-HRTimeline
Midwest Trust Co3,500$233K<0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC3,482$232K0.05%+11913F-HRTimeline
Claro Advisors Inc.3,450$229K0.03%013F-HRTimeline
Pasadena Private Wealth, LLC3,441$229K0.03%-1,80013F-HRTimeline
Cambridge Advisors Inc.3,393$225K0.04%new13F-HRTimeline
Allred Capital Management, LLC3,380$225K0.08%+10813F-HRTimeline
SMITH, MOORE & CO.3,351$223K0.02%-39713F-HRTimeline
Capital Advisors Wealth Management, LLC3,324$221K0.03%new13F-HRTimeline
Intrua Financial, LLC3,321$221K0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,290$219K<0.01%+3513F-HRTimelineGroup
Ellis Investment Partners, LLC3,245$216K0.04%new13F-HRTimeline
Lunt Capital Management, Inc.3,237$215K0.08%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,143$211K0.08%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,155$210K<0.01%013F-HRTimelineGroup
Betterment LLC3,092$205K<0.01%new13F-HRTimeline
Simmons Bankin group Simmons Bank3,085$205K0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC2,955$196K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,716$180K<0.01%+81913F-HR/ATimelineGroup
AlphaCore Capital LLC2,650$176K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC2,420$161K0.13%+5013F-HRTimeline
Financial Network Wealth Advisors LLC2,102$140K0.15%-13313F-HRTimeline
N.E.W. Advisory Services LLC1,963$130K0.01%+21313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,916$127K<0.01%+313F-HRTimelineGroup
LRI Investments, LLC1,899$126K0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,870$124K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,870$124K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,553$103K0.09%+7813F-HRTimeline
Capital Advisors, Ltd. LLC1,507$100K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.1,340$89K0.05%013F-HRTimeline
Signature Equity Partners, LLC1,201$79.8K0.04%13F-HRTimeline
Root Financial Partners, LLC1,200$79.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.906$60K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Godfrey Financial Associates, Inc.898$59.7K0.05%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC776$51.5K<0.01%+14413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN644$42.8K<0.01%-46513F-HRTimelineGroup
High Note Wealth, LLC622$41.3K0.01%new13F-HRTimeline
Parallel Advisors, LLC534$35.5K<0.01%-66013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC516$34.3K0.03%13F-HRTimeline
ORG Partners LLC442$29.4K0.01%-5313F-HRTimeline
HAZLETT, BURT & WATSON, INC.437$29K0.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC410$27.2K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$21.2K0.01%013F-HRTimelineGroup
Larson Financial Group LLC303$20.1K<0.01%-59613F-HRTimeline
CWM, LLCin group CWM, LLC298$20K<0.01%+7213F-HRTimelineGroup
FAS Wealth Partners, Inc.300$19.9K<0.01%+13613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$19.9K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC274$18.2K<0.01%+7013F-HRTimelineGroup
MCF Advisors LLC175$11.6K<0.01%new13F-HRTimeline
Stephens Consulting, LLC150$9.96K<0.01%013F-HRTimeline
Investors Portfolio Services LLC127$8.45K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC125$8.3K<0.01%013F-HRTimeline
Blue Trust, Inc.119$7.91K<0.01%-14,40113F-HRTimeline
Smartleaf Asset Management LLC72$4.81K<0.01%-1913F-HRTimeline
BAYBAN46$3.06K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.42$2.76K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.26$1.73K<0.01%new13F-HRTimeline
Morse Asset Management, Inc25$1.68K<0.01%013F-HRTimeline
Triumph Capital Management21$1.4K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.26K<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…19$1.26K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.19$1K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc13$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$997<0.01%013F-HRTimeline
BIRCHBROOK, INC.5$336<0.01%013F-HRTimeline
Allworth Financial LP1$67<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$66<0.01%-25313F-HRTimeline