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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

339 managers (344 13F filers) reported a position in HELO shares at 2025-09-30, 43,860,136 shares in all. 40 filers opened a position and 18 filers sold out during the quarter.

Managers
339
13F filers
344
New
40
Added
177
Reduced
102
Sold out
18
Shares held by filers
43,860,136

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,889,232$188M+209,790Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,896,786$188M0.26%-111,61613F-HRTimelineGroup
LPL Financial LLC2,639,997$172M0.05%+247,04313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,393,885$156M3.09%+230,29513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,053,130$133M0.01%+375,87913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,922,662$125M0.19%+145,57613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,746,667$114M0.02%+248,65113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,376,602$89.5M0.03%-214,42613F-HRTimelineGroup
CGC Financial Services, LLC1,085,995$70.6M19.47%+14,98313F-HRTimeline
Legacy Financial Group LLC961,084$62.5M8.18%-15,16913F-HRTimeline
HighTower Advisors, LLC905,411$58.9M0.07%-323,78213F-HRTimeline
RWA WEALTH PARTNERS, LLC848,042$55.1M0.63%-25,35713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC801,619$52.1M0.87%+15,12813F-HRTimelineGroup
Cetera Investment Advisers745,883$48.5M0.06%-669,76813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth733,632$47.7M0.08%+38,93813F-HRTimelineGroup
UBS Group AGin group UBS Group AG686,261$44.6M0.01%+106,62313F-HRTimelineGroup
Peterson Wealth Advisors, LLC630,253$41M6.13%+40,36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC630,000$41M0.05%+62,47013F-HRTimeline
Cambridge Investment Research Advisors,…615,794$40M0.11%+131,30713F-HRTimeline
MML INVESTORS SERVICES, LLC471,935$30.7M0.08%+15,03013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA461,017$30M0.01%-1,352,62413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP434,265$28.2M0.03%+170,75513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO425,017$27.6M<0.01%-91913F-HR/ATimelineGroup
Private Advisor Group, LLC385,369$25M0.12%+130,47513F-HRTimeline
Mariner, LLCin group Mariner, LLC367,902$23.9M0.03%+9,57013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC332,881$21.6M<0.01%new13F-HRTimelineGroup
CPC Advisors, LLC324,134$21.1M2.22%+18,22813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…292,115$19M0.38%+21,83513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding291,215$18.9M+21,628Timeline
SIGNATUREFD, LLC273,484$17.8M0.28%-26,87013F-HRTimeline
PATTEN & PATTEN INC/TN252,238$16.4M0.96%-5,48113F-HRTimeline
Legacy CG, LLC250,903$16.3M4.59%-8,92313F-HRTimeline
HTG Investment Advisors, Inc.249,083$16.2M5.45%+6,40013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding238,606$15.5M+27,106Timeline
WealthPlan Investment Management, LLC231,545$15.1M1%+23,43613F-HRTimeline
Campbell Deegan Wealth Management, LLC231,084$15M13.41%+40,29613F-HRTimeline
Longview Financial Advisors LLC229,849$14.9M8.61%+20,21413F-HRTimeline
CENTRAL TRUST Co223,299$14.5M0.3%+85713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…211,553$13.8M0.1%+28,96513F-HRTimelineGroup
Carr Financial Group Corp209,043$13.6M3.73%-48,31113F-HRTimeline
Advisory Services Network, LLC203,490$13.2M0.19%-11,89813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC202,679$13.2M0.32%-23,44313F-HRTimelineGroup
Integrated Wealth Concepts LLC197,019$12.8M0.11%+178,57213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management195,886$12.7M0.15%+71,96713F-HRTimelineGroup
Philip James Wealth Mangement, LLC190,974$12.4M1.45%+19,34913F-HRTimeline
Capital Planning Advisors, LLC189,681$12.3M1.69%-1,01313F-HRTimeline
Skyline Advisors, Inc.188,330$12.2M4.22%+23,31313F-HRTimeline
Visionary Wealth Advisors186,807$12.1M0.57%-3,16013F-HRTimeline
Aspire Capital Advisors LLC186,172$12.1M2.99%-3,03313F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding185,765$12.1M+64,106Timeline
SK Wealth Management, LLC178,505$11.6M4.33%-61,13813F-HRTimeline
Avior Wealth Management, LLC171,029$11.1M0.36%+1,94013F-HRTimeline
USAdvisors Wealth Management, LLC160,673$10.4M3.6%+17,60513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp155,430$10.1M0.47%-68,32913F-HRTimelineGroup
Waverly Advisors, LLC153,959$10M0.1%+13,25713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC153,686$9.99M0.34%+5,07013F-HRTimeline
Lifelong Wealth Advisors, Inc.150,381$9.77M2.91%+14,43413F-HRTimeline
Curtis Advisory Group, LLC145,217$9.44M2.14%+2,16213F-HRTimeline
AIRE ADVISORS, LLC139,892$9.09M1.65%+3,53613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC139,505$9.07M3.45%+28113F-HRTimeline
Pine Valley Investments Ltd Liability Co138,569$9.01M0.47%+12,22613F-HRTimeline
Crewe Advisors LLC138,048$8.97M0.86%+5,30913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC132,932$8.64M0.38%-18,66113F-HRTimeline
NewEdge Advisors, LLC131,963$8.58M0.04%+58,86713F-HRTimeline
&PARTNERS131,305$8.57M0.05%+58,19713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…124,921$8.12M0.02%+114,77413F-HRTimelineGroup
Hughes Financial Services, LLC123,160$8.1M1.29%+5,39313F-HRTimeline
HUB Investment Partners, LLC117,294$7.62M0.28%-202,06213F-HRTimeline
WealthPLAN Partners, LLC115,880$7.53M1.13%+2,81513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC115,699$7.52M1.29%+2,84113F-HRTimeline
Summit Financial, LLC111,852$7.27M0.11%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC111,526$7.25M1.41%+104,28413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC109,782$7.14M6.7%+4,16513F-HRTimeline
Planned Solutions, Inc.109,511$7.12M2.47%+3,85413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …108,441$7.05M0.09%+10,48113F-HRTimelineGroup
MONECO ADVISORS, LLC107,769$7M0.58%+5,09413F-HRTimeline
Oak Wealth Advisors LLC106,925$6.95M4.04%+7,31113F-HRTimeline
Cooper Financial Group102,423$6.66M0.74%+1,37113F-HRTimeline
INTEGRITY ALLIANCE, LLC.95,796$6.23M0.29%new13F-HRTimeline
Echo Wealth Management, LLC90,665$5.89M3.44%+6,39513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,038$5.66M<0.01%+82,28413F-HRTimelineGroup
Orion Porfolio Solutions, LLC84,934$5.52M0.04%-3,82613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,603$5.3M0.04%-1,08613F-HRTimelineGroup
Apexium Financial, LP80,560$5.24M0.25%+2,06913F-HRTimeline
Fiduciary Alliance LLC80,189$5.21M0.35%+2,05813F-HRTimeline
Park Place Capital Corp76,148$4.95M1.05%+6413F-HRTimeline
Beacon Pointe Advisors, LLC75,676$4.92M0.04%+4,40713F-HRTimeline
PINNACLE ASSOCIATES LTD75,622$4.92M0.07%+27,83213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding75,243$4.89M+19,413Timeline
Smallwood Wealth Investment Management,…74,265$4.83M2.48%+21,30513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT73,710$4.79M0.07%-5,95213F-HRTimeline
Cordgrass Capital Advisors, LLC71,584$4.65M1.15%+3,30513F-HRTimeline
Strategic Financial Concepts, LLC72,039$4.65M0.68%+16,55613F-HRTimeline
Atria Investments, Inc68,465$4.45M0.05%+8,47313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…68,450$4.45M0.29%+35,25013F-HRTimelineGroup
MAI Capital Management68,228$4.43M0.03%+17,49213F-HRTimeline
Clear Creek Financial Management, LLC67,274$4.37M0.38%+1,04313F-HRTimeline
Gotham Asset Management, LLC66,319$4.31M0.02%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC65,367$4.25M1.42%new13F-HRTimeline
Perigon Wealth Management, LLC65,208$4.24M0.09%-2,15913F-HRTimeline
Integrity Investment Advisors, LLC64,835$4.21M2.79%+7,87313F-HRTimeline
Financial Management Professionals, Inc.62,925$4.09M0.43%-38113F-HRTimeline
Penney Financial, LLC61,161$3.98M1.78%+3,96313F-HRTimeline
RENASANT BANK60,241$3.92M2.49%-1,70813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…58,773$3.82M0.29%+19,38513F-HRTimeline
Firestone Capital Management57,996$3.77M0.81%-1,64413F-HRTimeline
Sprinkle Financial Consultants LLC55,888$3.63M2.03%+21,61313F-HRTimeline
Brown Financial Advisors55,771$3.63M1.34%-49713F-HRTimeline
Paladin Advisory Group, LLC55,542$3.61M2.81%+17,47613F-HRTimeline
DeDora Capital, Inc.54,761$3.56M0.86%+6,38513F-HRTimeline
Coppell Advisory Solutions LLC54,465$3.54M0.37%+4,69613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC53,880$3.5M0.06%-4,91513F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC52,401$3.41M1.2%+4,31413F-HRTimeline
Foundations Investment Advisors, LLC50,112$3.26M0.05%+3,00413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC49,469$3.22M0.27%-15,25613F-HRTimeline
Shore Point Advisors, LLC49,151$3.19M1.41%+4,87813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS47,770$3.11M0.01%-8,90913F-HRTimeline
Saxony Capital Management, LLC47,707$3.1M2.04%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.46,948$3.05M1.21%-1,27213F-HRTimeline
RFG Advisory, LLC43,958$2.86M0.06%+4,88313F-HRTimeline
Janney Montgomery Scott LLC43,386$2.82M0.01%-15,44213F-HRTimeline
Cyndeo Wealth Partners, LLC43,273$2.81M0.16%+74213F-HRTimeline
Mattson Financial Services, LLC42,468$2.76M0.66%+22413F-HRTimeline
HARBOUR INVESTMENTS, INC.41,902$2.72M0.06%+1,99213F-HRTimeline
Coordinated Financial Services, Inc.41,258$2.68M1.72%+2013F-HRTimeline
Allegheny Financial Group39,852$2.59M0.48%+28,07513F-HRTimeline
Bright Futures Wealth Management, LLC.37,323$2.43M1.9%13F-HRTimeline
Grant Private Wealth Management Inc36,827$2.39M1.48%new13F-HRTimeline
DAVENPORT & Co LLC36,183$2.35M0.01%+7,55413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,720$2.32M<0.01%+22013F-HRTimeline
Denver PWM, LLC36,773$2.3M0.72%+13513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,938$2.27M0.14%-70813F-HRTimeline
Evolution Wealth Advisors, LLC34,777$2.26M0.3%-4,77813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,061$2.21M0.04%+3,75913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,832$2.2M0.04%+25,08913F-HRTimelineGroup
Purkiss Capital Advisors LLC32,908$2.14M1.02%+2,37013F-HRTimeline
IAG Wealth Partners, LLC32,449$2.11M0.25%+1,09413F-HRTimeline
Sincerus Advisory, LLC32,167$2.09M1.79%+4,49813F-HRTimeline
Convergence Financial, LLC31,525$2.05M0.31%+87313F-HRTimeline
Prime Capital Investment Advisors, LLC31,522$2.05M0.03%+18,08013F-HRTimeline
Patriot Financial Group Insurance Agenc…31,430$2.04M0.26%-23313F-HRTimeline
Compass Financial Services Inc30,533$1.98M0.88%+5,09213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,625$1.8M0.04%-1,53513F-HRTimeline
Mayfair Advisory Group, LLC27,533$1.79M0.77%+81313F-HRTimeline
Lionsbridge Wealth Management LLC27,283$1.77M1.75%+16,22513F-HRTimeline
Summit Wealth Partners, LLC27,195$1.77M0.32%-24013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC26,658$1.73M0.33%+7,45813F-HRTimeline
OLD MISSION CAPITAL LLC26,616$1.73M0.06%-88,08113F-HRTimeline
IFP Advisors, Inc26,250$1.71M0.04%+2,79913F-HR/ATimeline
YARGER WEALTH STRATEGIES, LLC25,670$1.67M0.77%-34713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23,506$1.53M0.69%+1,22213F-HRTimelineGroup
Paladin Wealth, LLC22,533$1.46M1.06%+1,17513F-HRTimeline
MN Wealth Advisors, LLC21,487$1.4M0.75%+37813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,473$1.4M0.03%+5,96013F-HRTimelineGroup
Capital Investment Advisory Services, L…21,336$1.39M0.11%+17,44613F-HRTimeline
NCM Capital Management, LLC20,777$1.35M0.52%+77413F-HRTimeline
WNY Asset Management, LLC20,510$1.33M0.13%-24713F-HRTimeline
YHB Investment Advisors, Inc.20,282$1.32M0.1%+7,73313F-HRTimeline
Strategic Blueprint, LLC19,969$1.3M0.06%-3,12813F-HRTimeline
Security National Bank19,891$1.29M0.2%+2,03713F-HRTimeline
Sigma Planning Corp19,585$1.27M0.04%+1,02913F-HRTimeline
Krilogy Financial LLC19,170$1.26M0.05%new13F-HRTimeline
Bedel Financial Consulting, Inc.19,101$1.24M0.16%+3813F-HRTimeline
Semus Wealth Partners LLC19,034$1.24M0.7%+5413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,895$1.23M0.02%-8,90013F-HRTimelineGroup
Sequoia Financial Advisors, LLC18,816$1.22M0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.18,619$1.21M0.14%-111,06413F-HRTimeline
Lakeridge Wealth Management LLC18,452$1.2M0.53%+19413F-HRTimeline
Crossmark Global Holdings, Inc.18,230$1.18M0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,168$1.18M0.13%-5,43113F-HRTimeline
Mechanics Bank Trust Department18,000$1.17M0.16%+4,00013F-HRTimeline
Archford Capital Strategies, LLC17,339$1.13M0.13%-42,94713F-HRTimeline
Koshinski Asset Management, Inc.17,229$1.12M0.08%+6,06913F-HRTimeline
Geneos Wealth Management Inc.17,184$1.12M0.03%+5,86013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,162$1.12M0.07%+3,58813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,344$1.06M<0.01%-1,25913F-HRTimelineGroup
NorthCoast Asset Management LLC16,324$1.06M<0.01%-1,98613F-HRTimeline
Plan Group Financial, LLC16,217$1.05M0.28%+1,97713F-HRTimeline
HBW ADVISORY SERVICES LLC16,204$1.05M0.12%-14,16713F-HRTimeline
SIERRA OCEAN, LLC16,197$1.05M0.88%+15,70013F-HRTimeline
Family Capital Management, Inc.16,134$1.05M0.5%+1,81013F-HRTimeline
Allen Capital Group, LLC15,769$1.02M0.1%+2,96413F-HRTimeline
Balentine LLC15,622$1.02M0.04%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,455$1M0.23%+2,99513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,324$996K0.01%+16013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC15,229$990K1.62%+43413F-HRTimeline
JSF Financial, LLC15,164$986K0.22%+5,03013F-HRTimeline
COZAD ASSET MANAGEMENT INC15,143$984K0.08%+98713F-HRTimeline
Blue Trust, Inc.14,520$944K0.01%+14713F-HRTimeline
Fulton Bank, N.A.14,496$942K0.03%+4,88513F-HRTimeline
Breakwater Capital Group14,330$931K0.14%+1,71113F-HRTimeline
Steward Partners Investment Advisory, L…14,225$925K0.01%+4,91313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,205$923K<0.01%-55,82313F-HRTimelineGroup
A4 Wealth Advisors LLC14,203$923K0.78%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,976$907K0.58%-4,06513F-HRTimeline
NVWM, LLC13,816$898K0.2%-2313F-HRTimeline
MEMBERS WEALTH LLC13,589$884K0.56%13F-HRTimeline
Mascagni Wealth Management, Inc.13,446$874K0.68%-6,78413F-HRTimeline
Farther Finance Advisors, LLC13,374$869K0.01%+1,37613F-HRTimeline
Tradewinds, LLC.13,254$862K0.21%new13F-HRTimeline