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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

268 managers (273 13F filers) reported a position in HELO shares at 2024-12-31, 32,742,235 shares in all. 56 filers opened a position and 12 filers sold out during the quarter.

Managers
268
13F filers
273
New
56
Added
141
Reduced
32
Sold out
12
Shares held by filers
32,742,235

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,458,661$153M0.34%+53,39013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,603,342$99.5M+195,968Timeline
Forvis Mazars Wealth Advisors, LLC1,385,589$86M1.98%+418,40413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,361,256$84.5M0.01%+1,018,00013F-HRTimelineGroup
LPL Financial LLC1,193,554$74M0.03%+596,41813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,184,161$73.5M1.49%-444,44413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,171,513$72.7M0.03%13F-HR/ATimelineGroup
CGC Financial Services, LLC1,038,710$64.4M25.68%-6,53813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,031,582$64M0.12%+150,47913F-HR/ATimeline
Dynasty Wealth Management, LLC1,025,631$63.6M1.1%new13F-HRTimeline
Cetera Investment Advisers968,518$60.1M0.13%+205,98313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC951,140$59M1.56%13F-HRTimeline
HighTower Advisors, LLC743,345$46.1M0.06%+107,78513F-HRTimeline
UBS Group AGin group UBS Group AG695,261$43.1M0.01%+156,24213F-HRTimelineGroup
Peterson Wealth Advisors, LLC598,273$37.3M6.73%+42,66613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding594,258$36.9M+57,680Timeline
Cambridge Investment Research Advisors,…502,120$31.2M0.1%-143,22313F-HRTimeline
CPC Advisors, LLC447,864$27.8M3.78%+27,63813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA415,841$25.8M0.01%+106,50313F-HRTimelineGroup
Carr Financial Group Corp359,380$22.3M7.01%+175,08313F-HRTimeline
MML INVESTORS SERVICES, LLC331,492$20.6M0.07%+44,67513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC309,691$19.2M0.03%+165,09913F-HRTimeline
CENTRAL TRUST Co286,430$17.8M0.44%+51,24613F-HRTimeline
SK Wealth Management, LLC277,694$17.2M8.77%+10,63013F-HRTimeline
Legacy CG, LLC273,215$17M5.2%+267,22713F-HRTimeline
PATTEN & PATTEN INC/TN256,639$15.9M1.05%+20,80213F-HRTimeline
Leo Wealth, LLC252,620$15.7M1.4%+16,43613F-HRTimeline
Modern Wealth Management, LLC239,203$14.8M0.55%new13F-HR/ATimeline
Vertex Planning Partners, LLC238,146$14.8M3.26%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC236,438$14.7M0.02%+20,06513F-HRTimelineGroup
SIGNATUREFD, LLC225,559$14M0.27%+135,93713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding221,617$13.7M+62,106Timeline
WealthPlan Investment Management, LLC215,990$13.4M1.32%+100,75513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…210,964$13.1M2.61%-5,96213F-HRTimeline
Sugarloaf Wealth Management, LLC208,650$12.9M2.45%+16,65513F-HRTimeline
Private Advisor Group, LLC202,460$12.6M0.07%+81,56613F-HRTimeline
Redhawk Wealth Advisors, Inc.195,320$12.1M1.64%+11,32313F-HRTimeline
Skyline Advisors, Inc.185,676$11.5M4.47%new13F-HRTimeline
Longview Financial Advisors LLC181,497$11.3M7.56%13F-HRTimeline
N.E.W. Advisory Services LLC172,140$10.7M1.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC169,775$10.5M0.32%+54,93913F-HRTimelineGroup
Capital Planning Advisors, LLC168,919$10.5M1.62%+49,82613F-HRTimeline
Visionary Wealth Advisors166,662$10.3M0.61%+49,50513F-HRTimeline
Philip James Wealth Mangement, LLC166,229$10.3M1.33%+1,53913F-HRTimeline
WealthPLAN Partners, LLC160,629$9.97M1.41%-7,13113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding160,137$9.93M+102,285Timeline
DAYMARK WEALTH PARTNERS, LLC152,966$9.49M0.4%-34,52013F-HR/ATimeline
Waverly Advisors, LLC147,634$9.16M0.14%new13F-HRTimeline
Aspire Capital Advisors LLC145,412$9.02M2.58%+4,18513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…128,132$8.06M0.02%+18,51313F-HRTimelineGroup
HUB Investment Partners, LLC122,606$7.61M0.32%-2,92013F-HRTimeline
Curtis Advisory Group, LLC121,931$7.56M2%+10,01413F-HRTimeline
Pine Valley Investments Ltd Liability Co115,310$7.15M0.47%+12,18913F-HRTimeline
AIRE ADVISORS, LLC113,945$7.07M1.46%+19,48813F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC111,709$6.93M7.49%+1,80413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…105,687$6.56M0.23%+45,19313F-HRTimelineGroup
USAdvisors Wealth Management, LLC99,849$6.19M2.01%new13F-HRTimeline
Planned Solutions, Inc.96,445$5.98M2.45%+96,08713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management96,273$5.97M0.09%+49,84113F-HRTimelineGroup
Cooper Financial Group96,191$5.97M0.72%+23,57913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV95,233$5.91M2.03%+72,65413F-HRTimeline
Brown Financial Advisors94,840$5.88M2.36%-34,52213F-HRTimeline
Milestone Investment Advisors LLC94,236$5.85M1.59%+19,42913F-HRTimeline
Per Stirling Capital Management, LLC.94,053$5.84M0.83%+3,20213F-HRTimeline
Orion Porfolio Solutions, LLC92,483$5.74M0.06%-3,69113F-HRTimeline
Orion Portfolio Solutions, LLC92,483$5.74M0.06%-3,69113F-HRTimeline
Janney Montgomery Scott LLC90,496$5.61M0.02%+12,74013F-HRTimeline
Mattson Financial Services, LLC88,919$5.44M1.73%+48,09613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC87,519$5.43M1.46%+39613F-HRTimeline
Stephens Consulting, LLC85,271$5.29M1.33%+8,65713F-HRTimeline
Oak Wealth Advisors LLC81,314$5.04M3.88%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.76,940$4.77M3.3%13F-HRTimeline
Lionsbridge Wealth Management LLC76,632$4.75M3.99%+12,88113F-HRTimeline
Fiduciary Alliance LLC75,207$4.67M0.47%+5,86213F-HRTimeline
OneDigital Investment Advisors LLC75,125$4.66M0.05%+37,00913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,083$4.41M0.01%+11,22813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC70,069$4.35M0.29%+3,19913F-HRTimeline
Advisory Services Network, LLC67,118$4.16M0.08%+15,96113F-HRTimeline
NAPATREE CAPITAL LLC66,374$4.12M2.42%+16,73513F-HRTimeline
Campbell Deegan Wealth Management, LLC66,205$4.11M4.93%13F-HRTimeline
RENASANT BANK62,417$3.87M2.51%-54,80713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60,336$3.74M0.35%+6,69213F-HRTimeline
Tyler-Stone Wealth Management58,702$3.64M0.65%+25,65613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,151$3.61M0.08%+37,91613F-HRTimelineGroup
Penney Financial, LLC57,940$3.59M2.41%+3,01313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding56,806$3.52M+16,716Timeline
Hughes Financial Services, LLC56,384$3.5M0.72%13F-HRTimeline
Palumbo Wealth Management LLC56,134$3.48M1.3%new13F-HRTimeline
Echo Wealth Management, LLC55,839$3.46M2.39%+3,67013F-HRTimeline
3EDGE Asset Management, LP54,032$3.35M0.21%new13F-HRTimeline
Coppell Advisory Solutions LLC53,060$3.3M0.46%+7,62913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC53,042$3.29M0.17%+2,74913F-HRTimeline
Bright Futures Wealth Management, LLC.51,079$3.22M2.86%new13F-HRTimeline
Atria Wealth Solutions, Inc.50,585$3.14M0.03%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC48,338$3M1.51%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,225$2.93M<0.01%+31,94513F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.47,029$2.92M1.32%+8,43013F-HRTimeline
Perigon Wealth Management, LLC46,246$2.89M0.07%+25,88413F-HRTimeline
Shore Point Advisors, LLC44,267$2.75M1.48%+5,44813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.44,197$2.74M0.02%+38,56813F-HRTimeline
Park Place Capital Corp43,949$2.73M0.76%-48,33513F-HRTimeline
Financial Management Professionals, Inc.43,128$2.68M0.34%-11213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC42,456$2.63M<0.01%-12,44413F-HRTimeline
Cordgrass Capital Advisors, LLC42,355$2.63M0.76%+21,88813F-HRTimeline
Clear Creek Financial Management, LLC41,442$2.57M0.28%+21,31013F-HRTimeline
Firestone Capital Management40,802$2.53M0.63%+24,43313F-HRTimeline
UNIQUE WEALTH, LLC38,980$2.42M0.5%+15,12613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,896$2.41M0.05%+22,49713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC35,032$2.17M0.22%+7,69013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,898$2.17M0.13%+5,21713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,455$2.14M0.01%+11,12013F-HRTimeline
TOWNSQUARE CAPITAL LLC34,121$2.12M0.02%+3,41213F-HRTimeline
Strategic Financial Concepts, LLC34,045$2.11M0.41%+14,47113F-HR/ATimeline
IAG Wealth Partners, LLC33,717$2.09M0.37%+27,24213F-HRTimeline
Denver PWM, LLC32,555$2.02M0.78%+4,14913F-HRTimeline
Paladin Wealth, LLC32,258$2M1.73%-12,85213F-HRTimeline
Smartleaf Asset Management LLC30,630$1.9M0.19%+6,72313F-HRTimeline
Ausdal Financial Partners, Inc.30,578$1.9M0.16%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,375$1.88M0.05%+7,13313F-HRTimelineGroup
Sincerus Advisory, LLC29,077$1.8M1.93%13F-HRTimeline
MAI Capital Management28,468$1.77M0.01%+14,62213F-HRTimeline
Foundations Investment Advisors, LLC28,195$1.75M0.03%+5,47513F-HRTimeline
Convergence Financial, LLC27,071$1.68M0.33%+2,02713F-HRTimeline
Evolution Wealth Advisors, LLC26,660$1.66M0.28%new13F-HRTimeline
Financial Advocates Investment Manageme…25,524$1.58M0.09%new13F-HRTimeline
MEMBERS WEALTH LLC24,962$1.57M1.17%13F-HRTimeline
Grant Private Wealth Management Inc24,615$1.53M1.65%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,476$1.52M0.21%+4,22913F-HRTimeline
Purkiss Capital Advisors LLC22,202$1.38M1.19%13F-HRTimeline
Smallwood Wealth Investment Management,…21,889$1.36M0.94%+12,36713F-HRTimeline
Vienna Asset Management LLC20,879$1.3M0.88%+4,67213F-HRTimeline
Security National Bank20,231$1.26M0.18%+98213F-HRTimeline
SMITH, MOORE & CO.20,121$1.25M0.11%new13F-HRTimeline
Martin Worley Group19,185$1.19M0.74%13F-HRTimeline
Bedel Financial Consulting, Inc.18,805$1.18M0.16%+3,34313F-HRTimeline
Mascagni Wealth Management, Inc.19,565$1.17M1.16%13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,650$1.16M<0.01%-92,04013F-HRTimelineGroup
DeDora Capital, Inc.18,602$1.15M0.32%+3,33313F-HRTimeline
Focus Financial Network, Inc.18,494$1.15M0.05%+5,11513F-HRTimeline
Independent Advisor Alliance18,325$1.14M0.02%new13F-HRTimeline
John W. Brooker & Co., CPAs18,304$1.14M0.49%+27913F-HRTimeline
Legacy Investment Solutions, LLC17,530$1.1M0.72%-15,89013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17,530$1.1M0.72%-15,89013F-HRTimelineGroup
Mayfair Advisory Group, LLC17,631$1.09M0.64%new13F-HRTimeline
Apexium Financial, LP17,597$1.09M0.07%+8,77413F-HRTimeline
DAVENPORT & Co LLC17,157$1.06M0.01%+11,12913F-HRTimeline
Integras Partners LLC16,573$1.03M0.88%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp16,229$1.01M0.07%+3,22513F-HRTimelineGroup
Avestar Capital, LLC16,110$999K0.09%013F-HRTimeline
Sigma Planning Corp15,957$990K0.03%+9,03713F-HRTimeline
MONECO ADVISORS, LLC15,723$975K0.1%+7,74713F-HR/ATimeline
Coordinated Financial Services, Inc.15,451$959K0.75%13F-HRTimeline
MN Wealth Advisors, LLC15,376$954K0.54%+2,22013F-HRTimeline
Semus Wealth Partners LLC15,070$935K0.62%+5,61013F-HRTimeline
HTG Investment Advisors, Inc.15,011$931K0.43%new13F-HRTimeline
Total Clarity Wealth Management, Inc.14,425$895K0.29%+38613F-HRTimeline
Lakeridge Wealth Management LLC14,381$892K0.46%+4,50713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,165$879K0.06%+4,51813F-HRTimelineGroup
NVWM, LLC14,110$875K0.22%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,000$869K0.01%013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…13,874$861K0.12%new13F-HRTimeline
Plan Group Financial, LLC13,417$832K0.44%new13F-HRTimeline
NCM Capital Management, LLC13,367$829K0.37%+15113F-HRTimeline
Crossmark Global Holdings, Inc.13,265$823K0.02%013F-HRTimeline
Breakwater Capital Group13,138$815K0.16%+2,71413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,710$789K0.01%new13F-HRTimelineGroup
Indie Asset Partners, LLC12,292$763K0.6%+1,87113F-HRTimeline
COMERICA BANK11,925$740K<0.01%+7,86013F-HR/ATimeline
PARTNERS WEALTH MANAGEMENT, LLC11,846$735K0.84%13F-HRTimeline
Tradewinds, LLC.11,400$718K0.2%new13F-HRTimeline
Summit Wealth Partners, LLC11,302$701K0.14%+3,46013F-HRTimeline
GPS Wealth Strategies Group, LLC10,808$671K0.09%-14813F-HRTimeline
NewEdge Advisors, LLC10,617$659K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,265$637K0.01%+7,24813F-HRTimelineGroup
Ignite Planners, LLC9,949$621K0.14%-4513F-HRTimeline
Interchange Capital Partners, LLC9,947$617K0.22%new13F-HRTimeline
Waterloo Capital, L.P.9,837$610K0.06%+2,58913F-HRTimeline
COZAD ASSET MANAGEMENT INC9,592$595K0.06%new13F-HRTimeline
Mechanics Bank Trust Department9,250$574K0.08%new13F-HRTimeline
Tradition Wealth Management, LLC9,175$569K0.05%+1,00313F-HRTimeline
Sanctuary Advisors, LLC8,999$566K<0.01%+35613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,657$537K0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.8,550$530K0.13%+4,33013F-HRTimelineGroup
WNY Asset Management, LLC8,404$521K0.06%new13F-HRTimeline
Fairvoy Private Wealth, LLC8,358$518K0.14%13F-HRTimeline
JSF Financial, LLC8,303$515K0.14%+5,02013F-HRTimeline
Bank of Marin8,207$509K0.4%-16313F-HRTimeline
INSIGHT 2811, INC.8,165$507K0.26%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,140$505K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,832$486K0.04%-8,71513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,588$471K0.04%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC7,328$455K0.13%013F-HRTimeline
Arkadios Wealth Advisors7,254$450K0.02%-24013F-HRTimeline
Global Retirement Partners, LLC7,121$442K0.01%+4,22413F-HRTimeline
Sprinkle Financial Consultants LLC7,113$441K0.3%+1613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,098$440K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA6,878$427K0.04%+1,30013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,614$410K0.19%13F-HRTimeline
Resurgent Financial Advisors LLC6,596$409K0.24%-52913F-HRTimeline
Allred Capital Management, LLC6,233$387K0.15%new13F-HRTimeline