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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

320 managers (325 13F filers) reported a position in HELO shares at 2025-06-30, 44,572,335 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
320
13F filers
325
New
48
Added
150
Reduced
98
Sold out
22
Shares held by filers
44,572,335

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,008,402$188M0.34%+31,65713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,679,442$168M+341,365Timeline
LPL Financial LLC2,392,954$150M0.05%+434,20013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,163,590$135M2.92%+268,94313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,813,641$113M0.02%+1,352,94013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,777,086$112M0.19%+373,03313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,677,251$105M0.01%+334,18413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,591,028$99.6M0.03%+140,09413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,498,016$93.7M0.02%new13F-HRTimelineGroup
Cetera Investment Advisers1,415,651$88.6M0.15%-100,31113F-HRTimeline
HighTower Advisors, LLC1,229,193$76.9M0.1%+412,36113F-HRTimeline
CGC Financial Services, LLC1,071,012$67M22.63%+15,64513F-HRTimeline
Legacy Financial Group LLC976,253$61.1M8.53%+60,45013F-HRTimeline
RWA WEALTH PARTNERS, LLC873,399$54.7M0.68%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC786,491$49.2M0.9%+3,83113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth694,694$43.5M0.09%+23,08613F-HRTimelineGroup
Dynasty Wealth Management, LLC593,021$37.1M0.63%-41,96313F-HRTimeline
Peterson Wealth Advisors, LLC589,884$36.9M6.09%+11,28913F-HRTimeline
UBS Group AGin group UBS Group AG579,638$36.3M0.01%-207,15913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC567,530$35.5M0.05%-25,05113F-HRTimeline
Cambridge Investment Research Advisors,…484,487$30.3M0.09%-30,31313F-HRTimeline
MML INVESTORS SERVICES, LLC456,905$28.6M0.08%+28,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO425,936$26.7M<0.01%+20,82713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC358,332$22.4M0.03%+113,34813F-HRTimelineGroup
HUB Investment Partners, LLC319,356$20M0.7%+5,72113F-HRTimeline
CPC Advisors, LLC305,906$19.1M2.4%-165,12813F-HRTimeline
SIGNATUREFD, LLC300,354$18.8M0.32%-60,35713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…270,280$16.9M0.37%+121,33513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding269,587$16.9M+14,411Timeline
Leo Wealth, LLC267,931$16.8M1.3%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,510$16.5M0.02%+30,30513F-HRTimelineGroup
Legacy CG, LLC259,826$16.3M4.85%-126,28813F-HRTimeline
PATTEN & PATTEN INC/TN257,719$16.1M1.04%-19,19013F-HRTimeline
Carr Financial Group Corp257,354$16.1M4.75%-117,32513F-HRTimeline
Private Advisor Group, LLC254,894$16M0.09%+17,41813F-HRTimeline
HTG Investment Advisors, Inc.242,683$15.2M5.65%+21,07313F-HRTimeline
SK Wealth Management, LLC239,643$15.1M6.54%-9,64113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC226,122$14.2M0.37%+9,58313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp223,759$14M0.61%-21,89513F-HRTimelineGroup
CENTRAL TRUST Co222,442$13.9M0.32%-51,58313F-HRTimeline
Advisory Services Network, LLC215,388$13.6M0.22%+98,63413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding211,500$13.2M+15,633Timeline
Longview Financial Advisors LLC209,635$13.1M8.22%+15,95813F-HRTimeline
WealthPlan Investment Management, LLC208,109$13M0.95%+61,04513F-HRTimeline
Investment Planning Advisors, Inc.203,442$12.7M4.5%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC190,788$11.9M11.76%+79,08013F-HRTimeline
Capital Planning Advisors, LLC190,694$11.9M1.75%+8,00013F-HRTimeline
Visionary Wealth Advisors189,967$11.9M0.61%+7,48013F-HRTimeline
Aspire Capital Advisors LLC189,205$11.8M3.27%+8,29513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…182,588$11.4M0.09%+64,66613F-HRTimelineGroup
Philip James Wealth Mangement, LLC171,625$10.7M1.37%+1,16013F-HRTimeline
Avior Wealth Management, LLC169,089$10.6M0.37%new13F-HRTimeline
Skyline Advisors, Inc.165,017$10.3M3.81%-22,04313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC151,593$9.49M0.45%+88,93413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC148,616$9.3M0.35%+1,41613F-HRTimeline
Curtis Advisory Group, LLC143,055$8.95M2.25%+8,45013F-HRTimeline
USAdvisors Wealth Management, LLC143,068$8.95M3.33%+28,71913F-HRTimeline
Waverly Advisors, LLC140,702$8.81M0.1%-9,62713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC139,224$8.71M3.87%-26,50913F-HRTimeline
AIRE ADVISORS, LLC136,356$8.53M1.65%+9,94613F-HRTimeline
Lifelong Wealth Advisors, Inc.135,947$8.51M2.83%new13F-HRTimeline
Crewe Advisors LLC132,739$8.31M1.18%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.129,683$8.12M1.02%-70,91613F-HRTimeline
Pine Valley Investments Ltd Liability Co126,343$7.91M0.46%+2,68213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management123,919$7.75M0.1%-3,22713F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding121,659$7.61MnewTimeline
Hughes Financial Services, LLC117,767$7.45M1.28%+8,66013F-HRTimeline
OLD MISSION CAPITAL LLC114,697$7.18M0.19%+71,66813F-HRTimeline
WealthPLAN Partners, LLC113,065$7.08M1.14%-57,46313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC112,858$7.06M1.49%+9,32213F-HRTimeline
Planned Solutions, Inc.105,657$6.61M2.54%+6,37113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC105,617$6.61M6.86%-9,45213F-HRTimeline
Tyler-Stone Wealth Management103,617$6.48M1.04%+11,50813F-HRTimeline
MONECO ADVISORS, LLC102,675$6.43M0.6%+73,45113F-HRTimeline
Cooper Financial Group101,052$6.32M0.74%-9,12813F-HRTimeline
Oak Wealth Advisors LLC99,614$6.23M4%-3,90113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …97,960$6.13M0.08%+16,49313F-HRTimelineGroup
Milestone Investment Advisors LLC95,587$5.98M1.56%-2,77213F-HRTimeline
Orion Porfolio Solutions, LLC88,760$5.55M0.05%+3,92213F-HR/ATimeline
Echo Wealth Management, LLC84,270$5.27M3.23%+14,02413F-HRTimeline
Palumbo Wealth Management LLC83,999$5.26M1.63%+7,50513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,689$5.17M0.04%+3,27613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT79,662$4.99M0.08%new13F-HRTimeline
Apexium Financial, LP78,491$4.91M0.26%+42,83613F-HRTimeline
Fiduciary Alliance LLC78,131$4.89M0.36%-61213F-HRTimeline
Park Place Capital Corp76,084$4.76M1.08%+32,29913F-HRTimeline
&PARTNERS73,108$4.58M0.04%+56,30813F-HRTimeline
NewEdge Advisors, LLC73,096$4.57M0.02%+23,26313F-HRTimeline
Beacon Pointe Advisors, LLC71,269$4.46M0.05%+2,56413F-HRTimeline
Per Stirling Capital Management, LLC.70,515$4.41M0.58%+73413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,028$4.38M0.01%-10,76813F-HRTimelineGroup
Cordgrass Capital Advisors, LLC68,279$4.27M1.15%+5,44413F-HRTimeline
Perigon Wealth Management, LLC67,367$4.22M0.1%+1,39213F-HRTimeline
Gotham Asset Management, LLC66,319$4.15M0.02%013F-HRTimeline
Clear Creek Financial Management, LLC66,231$4.14M0.39%+91613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC64,725$4.05M0.36%+1,81413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.64,210$4.02M0.02%-1,73113F-HRTimeline
Financial Management Professionals, Inc.63,306$3.96M0.45%-1,41913F-HRTimeline
Mach-1 Financial Group, LLC63,118$3.95M1.15%+5,00713F-HRTimeline
RENASANT BANK61,949$3.88M2.59%-1,07913F-HRTimeline
Archford Capital Strategies, LLC60,286$3.77M0.48%+10,21013F-HRTimeline
Atria Investments, Inc59,992$3.75M0.04%new13F-HRTimeline
Firestone Capital Management59,640$3.73M0.88%+3,15613F-HRTimeline
Janney Montgomery Scott LLC58,828$3.68M0.01%-28,70613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,795$3.68M0.07%-1,73513F-HRTimelineGroup
Penney Financial, LLC57,198$3.58M1.82%-3,39213F-HRTimeline
Integrity Investment Advisors, LLC56,962$3.56M2.74%+39013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,679$3.55M0.01%+5,04413F-HRTimeline
Brown Financial Advisors56,268$3.52M1.37%-1,40513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding55,830$3.49M-6,636Timeline
Strategic Financial Concepts, LLC55,483$3.48M0.49%+14,01513F-HRTimeline
Smallwood Wealth Investment Management,…52,960$3.31M1.89%+17,20913F-HRTimeline
MAI Capital Management50,736$3.18M0.02%+6,86313F-HRTimeline
Coppell Advisory Solutions LLC49,769$3.11M0.37%+39,37613F-HR/ATimeline
DeDora Capital, Inc.48,376$3.03M0.79%+25,21513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.48,220$3.02M1.28%-4,75313F-HRTimeline
RETIREMENT GUYS FORMULA LLC48,087$3.01M1.14%-2,44113F-HRTimeline
PINNACLE ASSOCIATES LTD47,790$2.99M0.04%+37,74013F-HRTimeline
Foundations Investment Advisors, LLC47,108$2.95M0.05%+6,78713F-HRTimeline
Shore Point Advisors, LLC44,273$2.77M1.33%+55813F-HRTimeline
N.E.W. Advisory Services LLC43,398$2.72M0.26%-330,82813F-HRTimeline
Cyndeo Wealth Partners, LLC42,531$2.66M0.16%+1,33213F-HRTimeline
Mattson Financial Services, LLC42,244$2.64M0.71%-50813F-HRTimeline
Coordinated Financial Services, Inc.41,238$2.58M1.79%13F-HRTimeline
HARBOUR INVESTMENTS, INC.39,910$2.5M0.06%+39,26313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,785$2.49M<0.01%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC39,555$2.48M0.36%+513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…39,388$2.46M0.2%+33,59813F-HRTimeline
RFG Advisory, LLC39,075$2.45M0.06%new13F-HRTimeline
Paladin Advisory Group, LLC38,066$2.38M1.82%+4,27813F-HRTimeline
Denver PWM, LLC36,638$2.29M0.72%+2,26613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,646$2.23M0.16%-1,58213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,500$2.22M<0.01%new13F-HRTimeline
BLVD Private Wealth, LLC35,474$2.22M2.09%13F-HRTimeline
Sprinkle Financial Consultants LLC34,275$2.14M1.31%-6,53613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,200$2.08M0.11%-34,84513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…31,663$1.98M0.23%+6,72313F-HRTimeline
IAG Wealth Partners, LLC31,355$1.96M0.26%-2,95713F-HRTimeline
Convergence Financial, LLC30,652$1.92M0.33%+2,52013F-HRTimeline
Purkiss Capital Advisors LLC30,538$1.91M1.06%+5,32613F-HRTimeline
HBW ADVISORY SERVICES LLC30,371$1.9M0.23%-10,82713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,302$1.9M0.04%-5,93613F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC29,759$1.86M1.11%-21,23113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,160$1.82M0.04%-11,66113F-HRTimeline
Atria Wealth Solutions, Inc.28,723$1.8M0.04%-54,71713F-HRTimeline
DAVENPORT & Co LLC28,629$1.79M0.01%+4,52313F-HRTimeline
Sincerus Advisory, LLC27,669$1.75M1.65%-5,70813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,795$1.74M0.02%+19,00013F-HRTimelineGroup
IFG Advisory, LLC27,736$1.74M0.09%new13F-HRTimeline
Summit Wealth Partners, LLC27,435$1.72M0.33%+6,01813F-HRTimeline
Mayfair Advisory Group, LLC26,720$1.7M0.8%+3,77713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC26,017$1.63M0.85%+19,47013F-HRTimeline
Compass Financial Services Inc25,441$1.59M0.77%+24,36613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC23,599$1.48M0.18%-2,82613F-HRTimeline
IFP Advisors, Inc23,451$1.47M0.04%+16,95413F-HRTimeline
Strategic Blueprint, LLC23,097$1.45M0.07%+11,85713F-HRTimeline
Legacy Investment Solutions, LLC22,284$1.39M0.74%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22,284$1.39M0.74%+5,99813F-HRTimelineGroup
Paladin Wealth, LLC21,358$1.34M1.04%-1613F-HRTimeline
MN Wealth Advisors, LLC21,109$1.32M0.77%-18613F-HRTimeline
WNY Asset Management, LLC20,757$1.3M0.14%+1,86013F-HRTimeline
Mascagni Wealth Management, Inc.20,230$1.27M1.08%+66513F-HRTimeline
NCM Capital Management, LLC20,003$1.25M0.51%+4,65413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC19,200$1.2M0.25%-27,03113F-HRTimeline
Bedel Financial Consulting, Inc.19,063$1.19M0.16%-37613F-HRTimeline
Semus Wealth Partners LLC18,980$1.19M0.77%+56313F-HRTimeline
Sigma Planning Corp18,556$1.16M0.03%-9,07913F-HRTimeline
Integrated Wealth Concepts LLC18,447$1.15M0.01%+15,03713F-HRTimeline
NorthCoast Asset Management LLC18,310$1.15M<0.01%new13F-HRTimeline
Lakeridge Wealth Management LLC18,258$1.14M0.53%+79013F-HRTimeline
Crossmark Global Holdings, Inc.18,230$1.14M0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.18,041$1.13M0.76%-63,90413F-HRTimeline
Security National Bank17,854$1.12M0.19%-2,38013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,603$1.1M<0.01%+11,93213F-HRTimelineGroup
Interchange Capital Partners, LLC16,905$1.06M0.24%+4,38913F-HR/ATimeline
Vise Technologies, Inc.15,850$992K0.04%13F-HRTimeline
Martin Worley Group15,545$973K0.48%+52613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,513$971K0.02%+3,99613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,164$949K0.01%013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC14,795$926K1.46%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC15,231$911K1.04%013F-HRTimeline
Blue Trust, Inc.14,373$899K0.01%+2313F-HRTimeline
Family Capital Management, Inc.14,324$896K0.47%new13F-HRTimeline
Plan Group Financial, LLC14,240$891K0.29%+82213F-HRTimeline
COZAD ASSET MANAGEMENT INC14,156$886K0.08%+1,97013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,133$884K<0.01%-31,09213F-HRTimelineGroup
Mechanics Bank Trust Department14,000$876K0.13%+74513F-HRTimeline
NVWM, LLC13,839$866K0.21%+18513F-HRTimeline
Total Clarity Wealth Management, Inc.13,594$851K0.24%-83113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,574$849K0.07%-8513F-HRTimeline
Prime Capital Investment Advisors, LLC13,442$841K0.01%new13F-HRTimeline
Modern Wealth Management, LLC12,992$813K0.02%-230,63813F-HR/ATimeline
Allen Capital Group, LLC12,805$801K0.08%-2413F-HRTimeline
Avestar Capital, LLC12,646$791K0.06%-15,13413F-HRTimeline
Breakwater Capital Group12,619$790K0.13%-4,68513F-HRTimeline
YHB Investment Advisors, Inc.12,549$785K0.06%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,460$780K0.28%+5,60213F-HRTimeline
Farther Finance Advisors, LLC11,998$751K0.02%-17,47213F-HRTimeline
Fortis Group Advisors, LLC11,851$750K0.14%+50113F-HRTimeline
Allegheny Financial Group11,777$737K0.16%new13F-HRTimeline