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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

378 managers (386 13F filers) reported a position in HELO shares at 2026-03-31, 48,702,762 shares in all. 37 filers opened a position and 28 filers sold out during the quarter.

Managers
378
13F filers
386
New
37
Added
188
Reduced
108
Sold out
28
Shares held by filers
48,702,762

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Integrity Investment Advisors, LLC15,540$993K0.54%-1,16013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,455$988K0.24%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC15,358$982K0.98%-53713F-HRTimeline
Key Financial Inc15,301$978K0.17%+11,29213F-HRTimeline
JSF Financial, LLC15,210$972K0.19%-513F-HRTimeline
COZAD ASSET MANAGEMENT INC15,144$968K0.08%+113F-HRTimeline
Simplicity Wealth,LLC14,916$953K0.05%+3,49713F-HRTimeline
Mascagni Wealth Management, Inc.14,860$950K0.68%+1,76513F-HRTimeline
Balentine LLC14,758$943K0.04%-86413F-HRTimeline
Strategic Wealth Advisors LLC14,721$940K0.75%+76613F-HRTimeline
Breakwater Capital Group14,502$927K0.12%-45913F-HRTimeline
Farther Finance Advisors, LLC14,178$909K0.01%+1,93113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,214$908K0.01%new13F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC14,165$905K0.06%+3,70513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,071$899K<0.01%+11,35513F-HRTimelineGroup
Western Wealth Management, LLC14,061$899K0.03%-13,06413F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC14,007$895K0.04%-106,92413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,785$881K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,768$880K<0.01%013F-HRTimelineGroup
MEMBERS WEALTH LLC13,019$875K0.52%+33613F-HRTimeline
Crossmark Global Holdings, Inc.13,572$867K0.01%013F-HRTimeline
Madison Wealth Partners, Inc12,636$808K0.13%+62813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC12,414$793K0.45%+1,58113F-HRTimeline
EHRLICH FINANCIAL GROUP12,347$789K0.45%+3,53213F-HRTimeline
WNY Asset Management, LLC12,236$782K0.08%13F-HRTimeline
Atria Investments, Inc11,890$760K0.01%+33513F-HRTimeline
Mountain Capital Investment Advisors In…11,190$753K0.11%-82213F-HRTimeline
Prime Capital Investment Advisors, LLC11,779$753K0.01%-3,13813F-HRTimeline
First PREMIER Bank11,759$752K0.17%+4,36213F-HRTimeline
Simmons Bankin group Simmons Bank11,432$731K0.05%+8,34713F-HRTimelineGroup
Total Clarity Wealth Management, Inc.10,849$693K0.16%+6913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,582$676K0.03%+68313F-HRTimelineGroup
Axis Wealth Partners, LLC10,509$672K0.36%+1,39513F-HRTimeline
Sequoia Financial Advisors, LLC10,405$665K<0.01%-5,64913F-HRTimeline
Signal Advisors Wealth, LLC10,180$651K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,100$645K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC10,029$641K0.02%-94613F-HRTimeline
Birchwood Financial Partners, Inc.9,933$635K0.61%+71313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,815$627K0.01%+7313F-HRTimeline
Vestmark Advisory Solutions, Inc.9,753$623K0.01%+1113F-HRTimeline
Golden State Wealth Management, LLC9,216$589K0.06%+53713F-HRTimeline
Interchange Capital Partners, LLC9,777$583K0.18%new13F-HRTimeline
PRIVATE TRUST CO NA9,056$579K0.05%+6313F-HRTimeline
Soundwatch Capital LLC9,041$578K0.07%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,922$570K-4,051Timeline
Modern Wealth Management, LLC8,738$560K0.01%-1,17813F-HRTimeline
CAP Partners, LLC8,674$554K0.31%+19013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,533$545K0.01%-10,10013F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,485$542K0.02%+15613F-HRTimeline
Milestone Investment Advisors LLC8,412$538K0.13%+37213F-HRTimeline
Private Wealth Partners, LLC8,000$511K0.04%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC7,907$505K0.09%-108,04513F-HRTimeline
AE Wealth Management LLC7,761$496K<0.01%+2,69213F-HRTimeline
Bank of Marin7,617$487K0.36%-1513F-HRTimeline
Core Wealth Partners LLC7,610$486K0.23%+813F-HRTimeline
WASHINGTON TRUST Co7,549$482K0.02%new13F-HRTimeline
Dakota Wealth Management7,462$477K0.01%-49913F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC6,935$443K0.05%-3,44413F-HRTimeline
Clearstead Trust, LLC6,879$440K0.07%013F-HRTimeline
Savvy Advisors, Inc.6,813$435K0.01%-32013F-HRTimeline
BLVD Private Wealth, LLC6,729$430K0.37%-41313F-HRTimeline
EWA, LLC6,720$429K0.1%+713F-HRTimeline
AdvisorNet Financial, Inc6,720$429K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,711$429K<0.01%-1,41613F-HRTimelineGroup
Modus Advisors, LLC6,627$424K0.12%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,558$419K<0.01%new13F-HRTimelineGroup
BCGM Wealth Management, LLC6,529$417K0.1%+713F-HRTimeline
Investment Advisory Group, LLC6,471$414K0.11%+44813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,452$412K0.01%-2,27413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,430$411K<0.01%013F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding6,346$407K+3,203Timeline
CPWA, LLC5,924$400K0.48%13F-HRTimeline
Thayer Partners, LLC / MA6,236$399K0.19%new13F-HRTimeline
Marks Group Wealth Management, Inc6,006$384K0.04%013F-HRTimeline
CoreCap Advisors, LLC5,987$383K0.01%+72613F-HRTimeline
Lewis Asset Management, LLC5,815$372K0.15%+29013F-HRTimeline
Vantage Point Financial LLC5,811$371K0.13%+2,06813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,630$360K0.1%013F-HRTimeline
Ankerstar Wealth, LLC5,624$359K0.38%-2,05213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,499$351K0.13%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,363$349K0.1%+31213F-HRTimeline
Creative Planningin group Creative Planning5,319$340K<0.01%-84913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,299$339K0.02%+1,39013F-HRTimelineGroup
Keystone Financial Group5,243$335K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC5,202$332K0.17%+10513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,982$318K0.07%-20413F-HRTimeline
Legacy CG, LLC4,910$314K0.09%013F-HRTimeline
Resurgent Financial Advisors LLC4,861$311K0.11%+12413F-HRTimeline
Avestar Capital, LLC4,814$308K0.02%013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT4,593$305K0.39%13F-HRTimeline
Athena Wealth Management, LLC4,744$303K0.25%-2,60013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,621$295K<0.01%-7,27913F-HRTimeline
Redhawk Wealth Advisors, Inc.4,532$290K0.03%-5,00513F-HRTimeline
Fortitude Advisory Group L.L.C.4,382$280K0.13%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,342$277K0.09%+12213F-HRTimeline
Merit Financial Group, LLC4,293$274K<0.01%-68313F-HRTimeline
FMR LLCin group FMR LLC4,212$269K<0.01%+3,93813F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,209$269K0.01%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.3,916$265K0.21%-14313F-HRTimeline
Fortis Advisors, LLC4,126$264K0.13%+213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,097$262K<0.01%-229,74613F-HRTimelineGroup
Investment Planning Advisors, Inc.4,094$262K0.07%-613F-HRTimeline
Ignite Planners, LLC4,071$260K0.04%-85713F-HRTimeline
Vienna Asset Management LLC4,031$258K0.2%-78613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,027$257K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,960$255K0.01%new13F-HRTimeline
Allred Capital Management, LLC3,955$253K0.09%+57513F-HRTimeline
Confluence Wealth Services, Inc.3,928$251K0.01%+6113F-HRTimeline
High Net Worth Advisory Group LLC3,905$250K0.06%new13F-HRTimeline
Keating Financial Advisory Services, In…3,716$237K0.04%+8713F-HRTimeline
Maia Wealth LLC3,629$232K0.04%-313F-HRTimeline
Arkadios Wealth Advisors3,625$232K<0.01%-18713F-HRTimeline
Ellis Investment Partners, LLC3,602$230K0.04%+35713F-HRTimeline
Kovack Advisors, Inc.3,601$230K0.01%+213F-HRTimeline
Betterment LLC3,601$230K<0.01%+50913F-HRTimeline
Perennial Investment Advisors, LLC3,530$226K0.02%013F-HRTimeline
Midwest Trust Co3,500$224K<0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC3,482$223K0.05%013F-HRTimeline
Claro Advisors Inc.3,450$220K0.03%013F-HRTimeline
Pasadena Private Wealth, LLC3,441$220K0.03%013F-HRTimeline
Cambridge Advisors Inc.3,410$218K0.04%+1713F-HRTimeline
Capital Advisors Wealth Management, LLC3,327$213K0.03%+313F-HRTimeline
SeaCrest Wealth Management, LLC3,317$212K0.02%new13F-HRTimeline
Lunt Capital Management, Inc.3,279$210K0.08%+4213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,255$208K<0.01%-3513F-HRTimelineGroup
Prosperity Bancshares Inc3,160$202K0.16%new13F-HRTimeline
Cedar Mountain Advisors, LLC2,955$189K0.04%013F-HRTimeline
ADG Wealth Management Group, LLC2,787$178K0.12%new13F-HRTimeline
AlphaCore Capital LLC2,650$169K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC2,420$155K0.13%013F-HRTimeline
CWM, LLCin group CWM, LLC2,031$130K<0.01%+1,73313F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,977$126K0.01%-1,58313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,918$123K<0.01%+213F-HRTimelineGroup
LRI Investments, LLC1,899$121K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,889$121K0.12%-21313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,870$120K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,870$120K0.07%013F-HRTimeline
N.E.W. Advisory Services LLC1,735$111K0.01%-22813F-HRTimeline
Harbor Asset Planning, Inc.1,705$109K0.09%+15213F-HRTimeline
Signature Equity Partners, LLC1,667$107K0.06%+46613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,516$96.9K0.08%+1,00013F-HRTimeline
Capital Advisors, Ltd. LLC1,507$96K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,478$93.7K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.1,341$85.7K0.07%+113F-HRTimeline
Godfrey Financial Associates, Inc.898$57.4K0.05%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN840$53.7K<0.01%+19613F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC777$49.7K<0.01%+113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC725$46.3K<0.01%new13F-HR/ATimeline
High Note Wealth, LLC622$39.8K0.01%013F-HRTimeline
Parallel Advisors, LLC534$34.1K<0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC490$31.3K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.449$28.7K0.01%new13F-HRTimeline
Your Advocates Ltd., LLP447$28.6K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.437$28K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC394$25.1K0.02%-1613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$20.4K0.01%013F-HRTimelineGroup
Larson Financial Group LLC303$19.4K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…302$19.3K0.01%-4,50813F-HRTimeline
FAS Wealth Partners, Inc.300$19.2K<0.01%013F-HRTimeline
MCF Advisors LLC175$11.2K<0.01%013F-HRTimeline
STEPH & CO170$10.9K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management149$9.52K<0.01%new13F-HRTimelineGroup
Investors Portfolio Services LLC127$8.14K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC125$7.99K<0.01%013F-HRTimeline
Blue Trust, Inc.119$7.61K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …101$6.46K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC64$4.05K<0.01%-813F-HRTimeline
True Wealth Design, LLC57$3.64K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.42$2.66K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.26$1.66K<0.01%013F-HRTimeline
Morse Asset Management, Inc25$1.62K<0.01%013F-HRTimeline
Lavaca Capital LLC23$1.47K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19$1.21K<0.01%+1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.21K<0.01%013F-HR/ATimelineGroup
Investment Research & Advisory Group, I…19$1.21K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15$959<0.01%013F-HRTimeline
BIRCHBROOK, INC.5$324<0.01%013F-HRTimeline
Allworth Financial LP1$64<0.01%013F-HRTimeline