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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

370 managers (376 13F filers) reported a position in HELO shares at 2025-12-31, 45,688,654 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
370
13F filers
376
New
36
Added
163
Reduced
118
Sold out
22
Shares held by filers
45,688,654

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC3,189,556$212M0.06%+549,55913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,636,850$175M3.31%+242,96513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,214,145$147M0.01%+161,01513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,021,674$135M0.18%+99,01213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,025,861$135M0.02%+279,19413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,985,981$132M0.19%-910,80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,958,886$130M-930,346Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,742,174$116M0.04%+365,57213F-HRTimelineGroup
CGC Financial Services, LLC1,088,189$72.3M19.34%+2,19413F-HRTimeline
Legacy Financial Group LLC960,623$64.1M7.92%-46113F-HRTimeline
HighTower Advisors, LLC960,223$63.8M0.07%+54,81213F-HRTimeline
Cetera Investment Advisers927,434$61.6M0.07%+181,55113F-HRTimeline
UBS Group AGin group UBS Group AG896,778$59.6M0.01%+210,51713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC777,372$51.6M0.56%-70,67013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth771,724$50.5M0.06%+38,09213F-HRTimelineGroup
Taylor Securities Services, Inc.748,609$49.7M22.69%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC740,645$49.2M0.01%+407,76413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC696,926$46.3M0.06%+66,92613F-HRTimeline
Peterson Wealth Advisors, LLC684,554$45.5M6.06%+54,30113F-HRTimeline
Cambridge Investment Research Advisors,…617,222$41M0.11%+1,42813F-HRTimeline
MML INVESTORS SERVICES, LLC498,241$33.1M0.08%+26,30613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA492,239$32.7M0.01%+31,22213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP424,907$28.2M0.03%-9,35813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…412,346$27.4M0.17%+200,79313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO403,251$26.8M<0.01%-21,76613F-HRTimelineGroup
Private Advisor Group, LLC351,115$23.3M0.11%-34,25413F-HRTimeline
CPC Advisors, LLC337,442$22.4M2.26%+13,30813F-HRTimeline
Mariner, LLCin group Mariner, LLC317,990$21.1M0.03%-49,91213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding273,142$18.1M-18,073Timeline
SIGNATUREFD, LLC268,392$17.8M0.27%-5,09213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding268,346$17.8M+29,740Timeline
HTG Investment Advisors, Inc.257,952$17.1M5.27%+8,86913F-HRTimeline
Leo Wealth, LLC256,911$17.1M1.24%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC253,813$16.9M13.61%+22,72913F-HRTimeline
Longview Financial Advisors LLC250,745$16.7M9.18%+20,89613F-HRTimeline
PATTEN & PATTEN INC/TN244,071$16.2M0.95%-8,16713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management240,598$16M0.18%+44,71213F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC233,843$15.5M0.25%-567,77613F-HRTimelineGroup
Advisory Services Network, LLC227,219$15.1M0.21%+23,72913F-HRTimeline
Carr Financial Group Corp216,332$14.4M3.83%+7,28913F-HRTimeline
CENTRAL TRUST Co215,771$14.3M0.28%-7,52813F-HRTimeline
WealthPlan Investment Management, LLC211,500$14M0.9%-20,04513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…210,328$14M0.27%-81,78713F-HRTimelineGroup
NewEdge Advisors, LLC209,673$13.9M0.05%+77,71013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC201,311$13.4M0.32%-1,36813F-HRTimelineGroup
Integrated Wealth Concepts LLC197,712$13.1M0.16%+69313F-HRTimeline
Philip James Wealth Mangement, LLC195,139$13M1.5%+4,16513F-HRTimeline
Aspire Capital Advisors LLC194,718$12.9M3.04%+8,54613F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding188,750$12.5M+2,985Timeline
Capital Planning Advisors, LLC187,466$12.5M1.67%-2,21513F-HRTimeline
Visionary Wealth Advisors186,916$12.4M0.56%+10913F-HRTimeline
Skyline Advisors, Inc.183,403$12.2M4.07%-4,92713F-HRTimeline
Triad Wealth Partners, LLC182,218$12.1M1.15%new13F-HRTimeline
Wick Capital Partners, LLC173,878$11.6M2.07%+166,50513F-HR/ATimeline
Avior Wealth Management, LLC170,574$11.3M0.35%-45513F-HRTimeline
Waverly Advisors, LLC158,434$10.5M0.09%+4,47513F-HRTimeline
&PARTNERS151,946$10.1M0.05%+20,64113F-HRTimeline
Crewe Advisors LLC151,244$10M0.89%+13,19613F-HRTimeline
Curtis Advisory Group, LLC147,900$9.82M2.06%+2,68313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp146,176$9.71M0.43%-9,25413F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.142,732$9.48M2.52%-7,64913F-HRTimeline
AIRE ADVISORS, LLC142,209$9.45M1.73%+2,31713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…129,321$8.63M0.02%+4,40013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC129,688$8.62M3.12%-9,81713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC120,931$8.03M0.38%-12,00113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC119,354$7.93M1.32%+3,65513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC115,952$7.7M1.38%+4,42613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC115,901$7.7M6.98%+6,11913F-HRTimeline
PINNACLE ASSOCIATES LTD115,803$7.69M0.1%+40,18113F-HRTimeline
USAdvisors Wealth Management, LLC114,325$7.59M2.5%-46,34813F-HRTimeline
MONECO ADVISORS, LLC113,994$7.57M0.6%+6,22513F-HRTimeline
WealthPLAN Partners, LLC112,997$7.51M1.12%-2,88313F-HRTimeline
Summit Financial, LLC111,143$7.38M0.11%-70913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC111,019$7.38M0.23%-42,66713F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC110,085$7.31M3.38%13F-HRTimeline
Planned Solutions, Inc.109,853$7.3M2.36%+34213F-HRTimeline
HUB Investment Partners, LLC106,543$7.08M0.19%-10,75113F-HRTimeline
Oak Wealth Advisors LLC106,203$7.06M4.05%-72213F-HRTimeline
MAI Capital Management106,053$7.05M0.04%+37,82513F-HRTimeline
Hughes Financial Services, LLC101,037$6.71M1.05%-22,12313F-HRTimeline
Crusonia Wealth Advisors LLC100,301$6.66M1.47%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.96,681$6.42M0.24%+88513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,886$6.37M<0.01%+8,84813F-HR/ATimelineGroup
Fiduciary Alliance LLC90,235$5.99M0.39%+10,04613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…89,917$5.97M0.41%+31,14413F-HRTimeline
SkyView Investment Advisors, LLC85,288$5.67M0.72%+78,68013F-HRTimeline
Cooper Financial Group84,998$5.65M0.6%-17,42513F-HRTimeline
Palumbo Wealth Management LLC83,717$5.56M1.37%new13F-HRTimeline
Smallwood Wealth Investment Management,…82,784$5.5M2.88%+8,51913F-HRTimeline
Allegheny Financial Group77,745$5.16M0.76%+37,89313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…75,594$5.02M0.61%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT75,269$5M0.07%+1,55913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding74,703$4.96M-540Timeline
Cordgrass Capital Advisors, LLC73,363$4.87M1.17%+1,77913F-HRTimeline
Sprinkle Financial Consultants LLC72,380$4.81M2.44%+16,49213F-HRTimeline
BETO FINANCIAL GROUP, LLC70,829$4.76M3.21%13F-HRTimeline
Echo Wealth Management, LLC71,319$4.74M2.77%-19,34613F-HRTimeline
Beacon Pointe Advisors, LLC70,983$4.72M0.03%-4,69313F-HRTimeline
DeDora Capital, Inc.69,291$4.6M1.09%+14,53013F-HRTimeline
OneDigital Investment Advisors LLC67,953$4.51M0.04%+60,65613F-HRTimeline
Gotham Asset Management, LLC66,319$4.41M0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC64,899$4.31M0.03%-20,03513F-HRTimeline
Mach-1 Financial Group, LLC64,376$4.28M0.88%new13F-HRTimeline
Perigon Wealth Management, LLC64,163$4.26M0.08%-1,04513F-HRTimeline
Penney Financial, LLC63,799$4.24M1.64%+2,63813F-HRTimeline
Financial Management Professionals, Inc.63,307$4.21M0.43%+38213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.61,437$4.08M2.69%+47,46113F-HRTimeline
RENASANT BANK59,881$3.98M2.7%-36013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC59,834$3.97M1.37%-5,53313F-HRTimeline
Firestone Capital Management59,418$3.95M0.84%+1,42213F-HRTimeline
Coppell Advisory Solutions LLC58,064$3.88M0.38%+3,59913F-HRTimeline
Paladin Advisory Group, LLC54,779$3.64M2.66%-76313F-HRTimeline
Foundations Investment Advisors, LLC54,270$3.61M0.05%+4,15813F-HRTimeline
SK Wealth Management, LLC53,093$3.57M0.99%-125,41213F-HRTimeline
RETIREMENT GUYS FORMULA LLC50,881$3.38M1.54%-1,52013F-HRTimeline
Shore Point Advisors, LLC48,656$3.23M1.37%-49513F-HRTimeline
Coordinated Financial Services, Inc.47,430$3.15M1.81%+6,17213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.46,224$3.07M1.16%-72413F-HRTimeline
Janney Montgomery Scott LLC45,624$3.03M0.01%+2,23813F-HRTimeline
Clear Creek Financial Management, LLC45,422$3.02M0.25%-21,85213F-HRTimeline
Capital Investment Advisory Services, L…44,368$2.95M0.21%+23,03213F-HRTimeline
Park Place Capital Corp43,940$2.92M0.61%-32,20813F-HRTimeline
HARBOUR INVESTMENTS, INC.43,750$2.91M0.06%+1,84813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC43,035$2.86M0.21%-6,43413F-HRTimeline
RFG Advisory, LLC42,731$2.84M0.05%-1,22713F-HRTimeline
Pine Valley Investments Ltd Liability Co41,697$2.77M0.14%-96,87213F-HRTimeline
LARCH CAPITAL PARTNERS LLC41,487$2.76M0.38%13F-HRTimeline
Selby Wealth Management, LLC41,305$2.74M1.11%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,565$2.56M<0.01%-9,20513F-HRTimeline
DAVENPORT & Co LLC38,395$2.55M0.01%+2,21213F-HRTimeline
Clarity Retirement & Wealth, LLC38,388$2.55M2.24%13F-HRTimeline
Grant Private Wealth Management Inc38,344$2.55M1.54%+1,51713F-HRTimeline
Sincerus Advisory, LLC37,150$2.47M1.98%+4,98313F-HRTimeline
Family Capital Management, Inc.37,126$2.47M1.1%+20,99213F-HRTimeline
Sun Financial Inc36,257$2.41M1.34%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,037$2.39M0.02%-45,56613F-HRTimelineGroup
Purkiss Capital Advisors LLC35,434$2.35M1.1%+2,52613F-HRTimeline
Convergence Financial, LLC34,764$2.31M0.34%+3,23913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,773$2.31M0.14%-16513F-HRTimeline
Denver PWM, LLC36,773$2.3M0.77%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC33,574$2.23M0.42%+6,91613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,496$2.16M0.02%-1,56513F-HRTimelineGroup
IAG Wealth Partners, LLC32,463$2.16M0.25%+1413F-HRTimeline
Compass Financial Services Inc32,097$2.13M0.92%+1,56413F-HRTimeline
Cresset Asset Management, LLC31,715$2.11M0.01%+26,49613F-HRTimeline
Patriot Financial Group Insurance Agenc…31,490$2.09M0.25%+6013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,346$2.08M0.03%-2,48613F-HRTimelineGroup
Evolution Wealth Advisors, LLC29,784$1.98M0.2%-4,99313F-HRTimeline
Mayfair Advisory Group, LLC29,640$1.97M0.76%+2,10713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,070$1.93M0.03%-79,37113F-HRTimelineGroup
YHB Investment Advisors, Inc.28,102$1.87M0.13%+7,82013F-HRTimeline
Bright Futures Wealth Management, LLC.27,777$1.85M1.37%-9,54613F-HRTimeline
Western Wealth Management, LLC27,125$1.8M0.08%new13F-HRTimeline
IFP Advisors, Inc27,100$1.8M0.04%+85013F-HRTimeline
Summit Wealth Partners, LLC26,999$1.79M0.33%-19613F-HRTimeline
Mattson Financial Services, LLC25,904$1.72M0.4%-16,56413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,844$1.72M0.03%-28,03613F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24,957$1.66M0.79%+1,45113F-HRTimelineGroup
McLaughlin Asset Management, Inc.24,945$1.66M1.48%13F-HRTimeline
Brown Financial Advisors24,312$1.62M0.59%-31,45913F-HRTimeline
Indivisible Partners24,274$1.61M0.17%13F-HRTimeline
Cyndeo Wealth Partners, LLC23,902$1.59M0.09%-19,37113F-HRTimeline
Vise Technologies, Inc.23,504$1.56M0.03%+12,78013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,468$1.56M0.03%-4,15713F-HR/ATimeline
Security National Bank23,250$1.54M0.22%+3,35913F-HRTimeline
Gateway Wealth Partners, LLC23,025$1.53M0.17%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC23,007$1.53M0.66%-2,66313F-HRTimeline
Lionsbridge Wealth Management LLC22,827$1.52M1.53%-4,45613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,734$1.51M0.03%+1,26113F-HRTimelineGroup
Koshinski Asset Management, Inc.22,694$1.51M0.1%+5,46513F-HRTimeline
NCM Capital Management, LLC21,627$1.44M0.53%+85013F-HRTimeline
Saxony Capital Management, LLC21,384$1.42M0.87%-26,32313F-HRTimeline
Lakeridge Wealth Management LLC20,891$1.39M0.63%+2,43913F-HRTimeline
Essential Investment Partners LLC20,742$1.38M1.3%13F-HRTimeline
MN Wealth Advisors, LLC20,361$1.35M0.68%-1,12613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,769$1.31M0.06%+2,60713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,628$1.3M<0.01%+3,28413F-HRTimelineGroup
Strategic Blueprint, LLC19,543$1.3M0.08%-42613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,491$1.29M0.05%-48,95913F-HRTimelineGroup
Fulton Bank, N.A.19,274$1.28M0.04%+4,77813F-HRTimeline
Semus Wealth Partners LLC19,066$1.27M0.68%+3213F-HRTimeline
HBW ADVISORY SERVICES LLC18,933$1.26M0.14%+2,72913F-HRTimeline
Bedel Financial Consulting, Inc.18,771$1.25M0.13%-33013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,633$1.24M0.02%-26213F-HRTimelineGroup
Sigma Planning Corp18,582$1.23M0.03%-1,00313F-HRTimeline
Geneos Wealth Management Inc.18,506$1.23M0.03%+1,32213F-HRTimeline
Krilogy Financial LLC18,350$1.23M0.04%-82013F-HRTimeline
Mechanics Bank Trust Department18,110$1.2M0.16%+11013F-HRTimeline
SIERRA OCEAN, LLC17,559$1.17M0.97%+1,36213F-HRTimeline
Allen Capital Group, LLC17,056$1.13M0.1%+1,28713F-HRTimeline
Integrity Investment Advisors, LLC16,700$1.11M0.61%-48,13513F-HRTimeline
MCDONALD PARTNERS LLC16,499$1.1M0.35%+7,19213F-HRTimeline
Steward Partners Investment Advisory, L…16,352$1.09M0.01%+2,12713F-HRTimeline
Plan Group Financial, LLC16,182$1.07M0.28%-3513F-HRTimeline
Sequoia Financial Advisors, LLC16,054$1.07M0.01%-2,76213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC15,895$1.06M1.06%+66613F-HRTimeline
Balentine LLC15,622$1.04M0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,455$1.03M0.25%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,324$1.02M0.01%013F-HRTimelineGroup
JSF Financial, LLC15,215$1.01M0.21%+5113F-HRTimeline