Skip to content
Disclosery

HELO J P MORGAN EXCHANGE TRADED F

Follow

HEDGED EQUITY LA (fund)

295 managers (299 13F filers) reported a position in HELO shares at 2025-03-31, 38,349,957 shares in all. 46 filers opened a position and 16 filers sold out during the quarter.

Managers
295
13F filers
299
New
46
Added
178
Reduced
52
Sold out
16
Shares held by filers
38,349,957

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,976,745$178M0.4%+518,08413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,338,077$140M+734,735Timeline
LPL Financial LLC1,958,754$117M0.05%+765,20013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,894,647$113M2.71%+509,05813F-HRTimeline
Cetera Investment Advisers1,515,962$90.5M0.18%+547,44413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,450,934$86.6M0.03%+279,42113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,404,053$83.8M0.16%+372,47113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,343,067$80.2M0.01%new13F-HRTimelineGroup
CGC Financial Services, LLC1,055,367$63M24.9%+16,65713F-HRTimeline
Legacy Financial Group LLC915,803$54.7M8.41%+20,32413F-HRTimeline
HighTower Advisors, LLC816,832$48.7M0.07%+73,48713F-HRTimeline
UBS Group AGin group UBS Group AG786,797$47M0.01%+91,53613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC782,660$46.7M0.94%-401,50113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth671,608$40.1M0.1%+77,35013F-HR/ATimelineGroup
Dynasty Wealth Management, LLC634,984$37.9M0.63%-390,64713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC592,581$35.4M0.05%+282,89013F-HRTimeline
Peterson Wealth Advisors, LLC578,595$33M6.39%-19,67813F-HRTimeline
Cambridge Investment Research Advisors,…514,800$30.7M0.1%+12,68013F-HRTimeline
CPC Advisors, LLC471,034$28.1M3.87%+23,17013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA460,701$27.5M0.01%+44,86013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC428,043$25.5M0.09%+96,55113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO405,109$24.2M<0.01%-956,14713F-HRTimelineGroup
Legacy CG, LLC386,114$23M7.44%+112,89913F-HRTimeline
Carr Financial Group Corp374,679$22.4M7.33%+15,29913F-HRTimeline
N.E.W. Advisory Services LLC374,226$22.3M1.71%+202,08613F-HRTimeline
SIGNATUREFD, LLC360,711$21.5M0.41%+135,15213F-HRTimeline
HUB Investment Partners, LLC313,635$18.7M0.75%+191,02913F-HRTimeline
PATTEN & PATTEN INC/TN276,909$16.5M1.11%+20,27013F-HRTimeline
CENTRAL TRUST Co274,025$16.4M0.4%-12,40513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding255,176$15.2M+33,559Timeline
Vertex Planning Partners, LLC252,234$15.1M3.29%+14,08813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp245,654$14.7M0.67%+229,42513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC244,984$14.6M0.02%+8,54613F-HRTimelineGroup
Modern Wealth Management, LLC243,630$14.5M0.46%+4,42713F-HR/ATimeline
SK Wealth Management, LLC249,284$14.4M7.72%-28,41013F-HRTimeline
Private Advisor Group, LLC237,476$14.2M0.09%+35,01613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,205$13.9M0.01%+185,98013F-HRTimelineGroup
HTG Investment Advisors, Inc.221,610$13.2M5.52%+206,59913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC216,539$12.9M0.39%+46,76413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.200,599$12M1.61%+5,27913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding195,867$11.7M+35,730Timeline
Longview Financial Advisors LLC193,677$11.6M7.63%+12,18013F-HRTimeline
Skyline Advisors, Inc.187,060$11.2M4.4%+1,38413F-HRTimeline
Capital Planning Advisors, LLC182,694$10.9M1.68%+13,77513F-HRTimeline
Visionary Wealth Advisors182,487$10.9M0.65%+15,82513F-HRTimeline
Aspire Capital Advisors LLC180,910$10.8M3.22%+35,49813F-HRTimeline
WealthPLAN Partners, LLC170,528$10.2M1.43%+9,89913F-HRTimeline
Philip James Wealth Mangement, LLC170,465$10.2M1.24%+4,23613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC165,733$9.89M5.28%new13F-HR/ATimeline
Waverly Advisors, LLC150,329$8.97M0.11%+2,69513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…148,945$8.89M0.19%+110,04913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC147,200$8.78M0.38%-5,76613F-HR/ATimeline
WealthPlan Investment Management, LLC147,064$8.78M0.86%-68,92613F-HRTimeline
Curtis Advisory Group, LLC134,605$8.03M2.36%+12,67413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…122,598$7.71M0.02%-5,53413F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management127,146$7.59M0.11%+30,87313F-HRTimelineGroup
AIRE ADVISORS, LLC126,410$7.54M1.59%+12,46513F-HRTimeline
Pine Valley Investments Ltd Liability Co123,661$7.38M0.47%+8,35113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…117,922$7.04M0.06%+105,21213F-HRTimelineGroup
Advisory Services Network, LLC116,754$6.97M0.13%+49,63613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC115,069$6.87M8.39%+3,36013F-HRTimeline
USAdvisors Wealth Management, LLC114,349$6.82M2.38%+14,50013F-HRTimeline
Campbell Deegan Wealth Management, LLC111,708$6.67M7.67%+45,50313F-HRTimeline
Cooper Financial Group110,180$6.58M0.87%+13,98913F-HRTimeline
Hughes Financial Services, LLC109,107$6.52M1.28%+52,72313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC103,536$6.18M1.47%+16,01713F-HRTimeline
Oak Wealth Advisors LLC103,515$6.18M4.57%+22,20113F-HRTimeline
Planned Solutions, Inc.99,286$5.93M2.43%+2,84113F-HRTimeline
Milestone Investment Advisors LLC98,359$5.87M1.63%+4,12313F-HRTimeline
Tyler-Stone Wealth Management92,109$5.5M0.99%+33,40713F-HRTimeline
Capital A Wealth Management, LLC89,163$5.32M5.58%new13F-HRTimeline
Janney Montgomery Scott LLC87,534$5.22M0.01%-2,96213F-HRTimeline
Orion Porfolio Solutions, LLC84,838$5.06M0.05%-7,64513F-HRTimeline
Orion Portfolio Solutions, LLC84,838$5.06M0.05%-7,64513F-HR/ATimeline
Atria Wealth Solutions, Inc.83,440$4.98M0.06%+32,85513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.81,945$4.89M3.32%+5,00513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …81,467$4.86M0.07%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,796$4.82M0.01%+9,71313F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,413$4.74M0.04%+72,31513F-HRTimelineGroup
Fiduciary Alliance LLC78,743$4.7M0.46%+3,53613F-HRTimeline
Palumbo Wealth Management LLC76,494$4.57M1.53%+20,36013F-HRTimeline
NAPATREE CAPITAL LLC76,051$4.54M2.55%+9,67713F-HRTimeline
Lionsbridge Wealth Management LLC72,083$4.3M3.82%-4,54913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…68,045$4.2M0.17%-37,64213F-HRTimelineGroup
Echo Wealth Management, LLC70,246$4.19M2.83%+14,40713F-HRTimeline
Per Stirling Capital Management, LLC.69,781$4.16M0.6%-24,27213F-HRTimeline
Beacon Pointe Advisors, LLC68,705$4.1M0.05%+63,83113F-HRTimeline
Gotham Asset Management, LLC66,319$3.96M0.03%new13F-HRTimeline
Perigon Wealth Management, LLC65,975$3.94M0.1%+19,72913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,941$3.94M0.02%+21,74413F-HRTimeline
Clear Creek Financial Management, LLC65,315$3.9M0.4%+23,87313F-HRTimeline
Financial Management Professionals, Inc.64,725$3.86M0.49%+21,59713F-HRTimeline
RENASANT BANK63,028$3.76M2.49%+61113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC62,911$3.75M0.37%+2,57513F-HRTimeline
Cordgrass Capital Advisors, LLC62,835$3.75M1.07%+20,48013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC62,659$3.74M0.2%+9,61713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding62,466$3.73M+5,660Timeline
Penney Financial, LLC60,590$3.62M2.37%+2,65013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC60,530$3.61M0.08%+2,37913F-HRTimelineGroup
Mach-1 Financial Group, LLC58,111$3.47M1.04%+53,17813F-HRTimeline
Brown Financial Advisors57,673$3.44M1.42%-37,16713F-HRTimeline
Integrity Investment Advisors, LLC56,572$3.38M3.08%13F-HRTimeline
Firestone Capital Management56,484$3.37M0.88%+15,68213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.52,973$3.16M1.47%+5,94413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,635$3.08M0.01%+17,18013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC50,990$3.04M1.96%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC50,528$3.02M1.5%+2,19013F-HRTimeline
Archford Capital Strategies, LLC50,076$2.99M0.44%+46,29613F-HRTimeline
NewEdge Advisors, LLC49,833$2.97M0.02%+39,21613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC46,231$2.76M0.59%new13F-HRTimeline
Bright Futures Wealth Management, LLC.47,643$2.75M3.01%-3,43613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,225$2.7M<0.01%+26,57513F-HRTimelineGroup
MAI Capital Management43,873$2.62M0.02%+15,40513F-HRTimeline
Park Place Capital Corp43,785$2.61M0.71%-16413F-HRTimeline
Shore Point Advisors, LLC43,715$2.61M1.38%-55213F-HRTimeline
OLD MISSION CAPITAL LLC43,029$2.57M0.05%new13F-HRTimeline
Mattson Financial Services, LLC42,752$2.55M0.77%-46,16713F-HRTimeline
Strategic Financial Concepts, LLC41,468$2.47M0.46%+7,42313F-HRTimeline
Cyndeo Wealth Partners, LLC41,199$2.46M0.16%-28,87013F-HRTimeline
HBW ADVISORY SERVICES LLC41,198$2.46M0.35%+6,16613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,821$2.44M0.07%+32,68113F-HRTimeline
Sprinkle Financial Consultants LLC40,811$2.44M1.55%+33,69813F-HRTimeline
Foundations Investment Advisors, LLC40,321$2.41M0.04%+12,12613F-HRTimeline
Evolution Wealth Advisors, LLC39,550$2.36M0.39%+12,89013F-HRTimeline
TOWNSQUARE CAPITAL LLC37,705$2.25M0.02%+3,58413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,228$2.22M0.14%+2,33013F-HRTimeline
Grant Private Wealth Management Inc37,149$2.22M2.39%+12,53413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,238$2.16M0.05%+5,86313F-HRTimelineGroup
Ausdal Financial Partners, Inc.36,190$2.16M0.16%+5,61213F-HRTimeline
Coordinated Financial Services, Inc./CO36,181$2.16M1.65%13F-HRTimeline
Smallwood Wealth Investment Management,…35,751$2.13M1.34%+13,86213F-HRTimeline
Apexium Financial, LP35,655$2.13M0.13%+18,05813F-HRTimeline
Financial Advocates Investment Manageme…34,715$2.07M0.15%+9,19113F-HRTimeline
Denver PWM, LLC34,372$2.05M0.74%+1,81713F-HRTimeline
IAG Wealth Partners, LLC34,312$2.05M0.32%+59513F-HRTimeline
Paladin Advisory Group, LLC33,788$2.02M1.61%+29,43313F-HRTimeline
Sincerus Advisory, LLC33,377$1.99M2.1%+4,30013F-HRTimeline
Smartleaf Asset Management LLC31,072$1.85M0.18%+44213F-HRTimeline
Farther Finance Advisors, LLC29,470$1.76M0.04%new13F-HRTimeline
MONECO ADVISORS, LLC29,224$1.74M0.18%+13,50113F-HR/ATimeline
Convergence Financial, LLC28,132$1.68M0.33%+1,06113F-HRTimeline
Avestar Capital, LLC27,780$1.66M0.16%+11,67013F-HRTimeline
Sigma Planning Corp27,635$1.65M0.05%+11,67813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,425$1.58M0.21%+1,94913F-HRTimeline
Vienna Asset Management LLC26,204$1.56M1.23%+5,32513F-HRTimeline
Purkiss Capital Advisors LLC25,212$1.5M1.14%+3,01013F-HRTimeline
Patriot Financial Group Insurance Agenc…24,940$1.49M0.2%+11,06613F-HRTimeline
DAVENPORT & Co LLC24,106$1.44M0.01%+6,94913F-HRTimeline
DeDora Capital, Inc.23,161$1.38M0.4%+4,55913F-HRTimeline
Mayfair Advisory Group, LLC22,943$1.37M0.79%+5,31213F-HRTimeline
John W. Brooker & Co., CPAs21,787$1.3M0.54%+3,48313F-HRTimeline
Summit Wealth Partners, LLC21,417$1.28M0.26%+10,11513F-HRTimeline
Paladin Wealth, LLC21,374$1.28M1.15%-10,88413F-HRTimeline
MN Wealth Advisors, LLC21,295$1.27M0.75%+5,91913F-HRTimeline
Mutual Advisors, LLC21,218$1.25M0.04%new13F-HRTimeline
Security National Bank20,234$1.21M0.23%+313F-HRTimeline
Mascagni Wealth Management, Inc.19,565$1.17M1.16%013F-HR/ATimeline
Bedel Financial Consulting, Inc.19,439$1.16M0.17%+63413F-HRTimeline
Wick Capital Partners, LLC19,074$1.14M0.34%new13F-HRTimeline
WNY Asset Management, LLC18,897$1.13M0.13%+10,49313F-HRTimeline
Semus Wealth Partners LLC18,417$1.1M0.77%+3,34713F-HRTimeline
MEMBERS WEALTH LLC18,356$1.1M0.83%-6,60613F-HRTimeline
Crossmark Global Holdings, Inc.18,230$1.09M0.02%+4,96513F-HRTimeline
Lakeridge Wealth Management LLC17,468$1.04M0.52%+3,08713F-HRTimeline
SMITH, MOORE & CO.17,317$1.03M0.1%-2,80413F-HRTimeline
Breakwater Capital Group17,304$1.03M0.18%+4,16613F-HRTimeline
&PARTNERS16,800$1M0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,286$972K0.71%-1,24413F-HRTimelineGroup
Integras Partners LLC16,078$960K0.87%-49513F-HRTimeline
INSIGHT 2811, INC.15,930$951K0.48%+7,76513F-HRTimeline
NCM Capital Management, LLC15,349$916K0.41%+1,98213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC15,231$909K1.03%+3,38513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,164$905K0.01%+1,16413F-HRTimelineGroup
Martin Worley Group15,019$896K0.51%-4,16613F-HRTimeline
Total Clarity Wealth Management, Inc.14,425$895K0.29%013F-HRTimeline
Blue Trust, Inc.14,350$856K0.01%+8,77113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,131$843K0.05%-3413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,659$815K0.07%+6,07113F-HR/ATimeline
NVWM, LLC13,654$815K0.22%-45613F-HRTimeline
Plan Group Financial, LLC13,418$801K0.29%+113F-HRTimeline
Mechanics Bank Trust Department13,255$791K0.11%+4,00513F-HRTimeline
Allen Capital Group, LLC12,829$766K0.09%+7,39313F-HRTimeline
Interchange Capital Partners, LLC12,516$747K0.21%+2,56913F-HRTimeline
COMERICA BANK12,508$746K<0.01%+58313F-HRTimeline
COZAD ASSET MANAGEMENT INC12,186$727K0.07%+2,59413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,670$696K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,517$687K0.02%new13F-HRTimelineGroup
Tradewinds, LLC.11,400$680K0.19%013F-HRTimeline
Fortis Group Advisors, LLC11,350$677K0.13%new13F-HRTimeline
Strategic Blueprint, LLC11,240$671K0.04%+6,64013F-HRTimeline
Indie Asset Partners, LLC11,214$669K0.58%-1,07813F-HRTimeline
GPS Wealth Strategies Group, LLC10,900$651K0.09%+9213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,570$631K0.05%+5,96513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,482$626K0.23%-84,75113F-HRTimeline
PINNACLE ASSOCIATES LTD10,050$600K0.01%new13F-HRTimeline
Waterloo Capital, L.P.9,708$579K0.05%-12913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,622$574K0.02%+7,24813F-HRTimelineGroup
Coppell Advisory Solutions LLC10,393$557K0.08%-42,66713F-HRTimeline
Sanctuary Advisors, LLC9,177$548K<0.01%+17813F-HRTimeline
Comprehensive Financial Planning, Inc./…8,908$532K0.52%+4,57013F-HRTimeline