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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

378 managers (386 13F filers) reported a position in HELO shares at 2026-03-31, 48,702,762 shares in all. 37 filers opened a position and 28 filers sold out during the quarter.

Managers
378
13F filers
386
New
37
Added
188
Reduced
108
Sold out
28
Shares held by filers
48,702,762

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC3,458,953$221M0.06%+269,39713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,894,024$185M3.51%+257,17413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,659,191$170M+700,305Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,420,158$155M0.01%+206,01313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,229,653$142M0.03%+203,79213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,889,658$121M0.18%-96,32313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,830,717$117M0.04%+88,54313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,706,244$109M0.24%-315,43013F-HRTimeline
Cetera Investment Advisers1,584,346$101M0.11%+656,91213F-HRTimeline
CGC Financial Services, LLC1,090,050$69.7M20.13%+1,86113F-HRTimeline
HighTower Advisors, LLC1,004,470$64.2M0.07%+44,24713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC976,660$62.4M0.01%+236,01513F-HR/ATimelineGroup
Legacy Financial Group LLC967,024$61.8M7.77%+6,40113F-HRTimeline
UBS Group AGin group UBS Group AG919,308$58.8M0.01%+22,53013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding796,193$50.9M+24,469Timeline
COMMONWEALTH EQUITY SERVICES, LLC749,393$47.9M0.07%+52,46713F-HRTimeline
RWA WEALTH PARTNERS, LLC708,571$45.3M0.5%-68,80113F-HRTimeline
Peterson Wealth Advisors, LLC706,317$45.1M6%+21,76313F-HRTimeline
Taylor Securities Services, Inc.695,057$44.4M20.74%-53,55213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO543,744$34.4M<0.01%+140,49313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,303$32.7M0.01%+19,06413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC459,978$29.4M0.08%-38,26313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…448,851$28.7M0.18%+36,50513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP437,084$27.9M0.03%+12,17713F-HRTimelineGroup
Cambridge Investment Research Advisors,…407,144$26M0.07%-210,07813F-HRTimeline
Mariner, LLCin group Mariner, LLC329,299$21M0.02%+11,30913F-HRTimelineGroup
Advisory Services Network, LLC316,622$20.2M0.27%+89,40313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management298,189$19.1M0.22%+57,59113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding293,154$18.7M+24,808Timeline
Garrett Wealth Advisory Group, LLC292,018$18.7M3.32%new13F-HRTimeline
Triad Wealth Partners, LLC280,770$17.9M1.42%+98,55213F-HRTimeline
Longview Financial Advisors LLC266,746$17M9.26%+16,00113F-HRTimeline
Campbell Deegan Wealth Management, LLC264,937$16.9M13.6%+11,12413F-HRTimeline
Private Advisor Group, LLC264,014$16.9M0.08%-87,10113F-HRTimeline
HTG Investment Advisors, Inc.261,547$16.7M4.77%+3,59513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding257,765$16.5M-15,377Timeline
Carr Financial Group Corp249,734$16M4.21%+33,40213F-HRTimeline
Leo Wealth, LLC243,451$15.6M1.13%-13,46013F-HRTimeline
PINNACLE ASSOCIATES LTD237,560$15.2M0.2%+121,75713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…213,073$13.6M0.25%+2,74513F-HRTimelineGroup
PATTEN & PATTEN INC/TN211,965$13.5M0.82%-32,10613F-HRTimeline
SIGNATUREFD, LLC207,847$13.3M0.2%-60,54513F-HRTimeline
NewEdge Advisors, LLC205,422$13.1M0.05%-4,25113F-HR/ATimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding203,582$13M+14,832Timeline
CENTRAL TRUST Co203,253$13M0.26%-12,51813F-HRTimeline
Aspire Capital Advisors LLC201,832$12.9M2.9%+7,11413F-HRTimeline
WealthPlan Investment Management, LLC201,764$12.9M0.72%-9,73613F-HRTimeline
Capital Planning Advisors, LLC192,856$12.3M1.78%+5,39013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…185,430$11.9M0.81%+95,51313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC182,626$11.7M0.27%-18,68513F-HRTimelineGroup
Crewe Advisors LLC179,671$11.5M0.98%+28,42713F-HRTimeline
Wick Capital Partners, LLC175,621$11.2M2.05%+1,74313F-HRTimeline
Avior Wealth Management, LLC172,428$11M0.31%+1,85413F-HRTimeline
Avidian Wealth Enterprises, LLC169,904$10.9M0.34%new13F-HRTimeline
Owl Creek Wealth Partners LLC166,834$10.7M3.8%13F-HRTimeline
&PARTNERS163,622$10.4M0.05%+11,67613F-HRTimeline
Integrated Wealth Concepts LLC162,463$10.4M0.08%-35,24913F-HRTimeline
Visionary Wealth Advisors162,211$10.4M0.46%-24,70513F-HRTimeline
Waverly Advisors, LLC158,504$10.1M0.08%+7013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp155,884$9.96M0.46%+9,70813F-HRTimelineGroup
Curtis Advisory Group, LLC149,721$9.57M2.06%+1,82113F-HRTimeline
Lifelong Wealth Advisors, Inc.147,747$9.44M2.52%+5,01513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC147,270$9.41M1.58%+27,91613F-HRTimeline
AIRE ADVISORS, LLC146,382$9.36M1.71%+4,17313F-HRTimeline
Archford Capital Strategies, LLC144,850$9.26M1.06%+130,19213F-HRTimeline
MAI Capital Management143,156$9.15M0.05%+37,10313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC131,378$8.4M2.93%+1,69013F-HRTimeline
Philip James Wealth Mangement, LLC131,134$8.38M0.96%-64,00513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…130,908$8.37M0.02%+1,58713F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC122,654$7.84M3.63%+12,56913F-HRTimeline
USAdvisors Wealth Management, LLC122,850$7.78M2.58%+8,52513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC119,523$7.64M6.26%+3,62213F-HRTimeline
Allegheny Financial Group117,678$7.52M1.01%+39,93313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC114,226$7.3M0.23%+3,20713F-HRTimeline
Oak Wealth Advisors LLC113,365$7.25M3.98%+7,16213F-HRTimeline
Crusonia Wealth Advisors LLC111,418$7.12M1.47%+11,11713F-HRTimeline
Planned Solutions, Inc.109,884$7.02M2.32%+3113F-HRTimeline
Summit Financial, LLC107,881$6.89M0.09%-3,26213F-HRTimeline
Fiduciary Alliance LLC101,191$6.75M0.41%+10,95613F-HRTimeline
HUB Investment Partners, LLC105,314$6.73M0.16%-1,22913F-HRTimeline
MONECO ADVISORS, LLC104,094$6.65M0.52%-9,90013F-HRTimeline
Sprinkle Financial Consultants LLC101,584$6.49M2.99%+29,20413F-HRTimeline
Hughes Financial Services, LLC100,541$6.43M0.99%-49613F-HRTimeline
INTEGRITY ALLIANCE, LLC.99,081$6.33M0.24%+2,40013F-HRTimeline
Compass Financial Services Inc97,626$6.24M2.7%+65,52913F-HRTimeline
SkyView Investment Advisors, LLC96,624$6.17M0.83%+11,33613F-HRTimeline
Skyline Advisors, Inc.93,488$5.97M2.08%-89,91513F-HRTimeline
WealthPLAN Partners, LLC92,584$5.92M1.14%-20,41313F-HRTimeline
Cooper Financial Group91,608$5.85M0.59%+6,61013F-HRTimeline
OneDigital Investment Advisors LLC91,288$5.83M0.06%+23,33513F-HRTimeline
Palumbo Wealth Management LLC90,331$5.77M1.41%+6,61413F-HRTimeline
Smallwood Wealth Investment Management,…89,163$5.7M3%+6,37913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…82,846$5.32M0.62%+7,25213F-HRTimeline
Strategic Financial Concepts, LLC80,422$5.05M1.25%new13F-HRTimeline
Valmark Advisers, Inc.75,728$4.84M0.06%+63,58913F-HRTimeline
DeDora Capital, Inc.75,312$4.81M1.18%+6,02113F-HRTimeline
Cordgrass Capital Advisors, LLC74,638$4.77M1.12%+1,27513F-HRTimeline
Foundations Investment Advisors, LLC69,790$4.46M0.06%+15,52013F-HRTimeline
Capital Investment Advisory Services, L…69,010$4.41M0.32%+24,64213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT68,066$4.35M0.07%-7,20313F-HR/ATimeline
Penney Financial, LLC68,023$4.35M1.67%+4,22413F-HRTimeline
Financial Management Professionals, Inc.67,907$4.34M0.49%+4,60013F-HRTimeline
Perigon Wealth Management, LLC67,405$4.31M0.08%+3,24213F-HRTimeline
Gotham Asset Management, LLC66,319$4.24M0.01%013F-HRTimeline
Mach-1 Financial Group, LLC66,029$4.22M1.49%+1,65313F-HRTimeline
Firestone Capital Management65,795$4.2M0.88%+6,37713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding63,688$4.07M-11,015Timeline
Wealth Advisors of Tampa Bay, LLC62,747$4.01M1.33%+2,91313F-HRTimeline
Patriot Financial Group Insurance Agenc…62,736$4.01M0.23%+31,24613F-HRTimeline
Orion Porfolio Solutions, LLC60,510$3.87M0.03%-4,38913F-HRTimeline
RENASANT BANK59,752$3.82M2.7%-12913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,140$3.65M<0.01%-38,74613F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.56,620$3.62M2.37%-4,81713F-HRTimeline
Echo Wealth Management, LLC55,343$3.54M2.04%-15,97613F-HRTimeline
Beacon Pointe Advisors, LLC55,139$3.52M0.02%-15,84413F-HRTimeline
Paladin Advisory Group, LLC53,470$3.42M2.6%-1,30913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,550$3.29M<0.01%new13F-HRTimelineGroup
Park Place Capital Corp51,148$3.27M0.66%+7,20813F-HRTimeline
Tradition Wealth Management, LLC50,091$3.2M0.23%+36,35313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC49,932$3.19M0.25%+6,89713F-HRTimeline
Family Capital Management, Inc.49,444$3.16M1.41%+12,31813F-HRTimeline
Shore Point Advisors, LLC48,740$3.12M1.23%+8413F-HRTimeline
Clarity Retirement & Wealth, LLC48,737$3.11M2.51%+10,34913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,612$3.1M0.02%+10,57513F-HRTimelineGroup
Independent Advisor Alliance48,301$3.09M0.03%new13F-HRTimeline
SK Wealth Management, LLC47,355$3.04M0.84%-5,73813F-HRTimeline
Coordinated Financial Services, Inc.45,893$2.93M1.69%-1,53713F-HRTimeline
Clear Creek Financial Management, LLC45,850$2.93M0.22%+42813F-HRTimeline
RFG Advisory, LLC45,524$2.91M0.05%+2,79313F-HRTimeline
HARBOUR INVESTMENTS, INC.44,966$2.87M0.04%+1,21613F-HRTimeline
DAVENPORT & Co LLC44,717$2.86M0.02%+6,32213F-HRTimeline
Convergence Financial, LLC40,270$2.72M0.29%+5,50613F-HRTimeline
Cresset Asset Management, LLC41,721$2.67M0.01%+10,00613F-HRTimeline
Sincerus Advisory, LLC40,783$2.61M1.98%+3,63313F-HRTimeline
Advyzon Investment Management, LLC40,665$2.6M0.23%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.40,633$2.6M1.02%-5,59113F-HRTimeline
Janney Montgomery Scott LLC40,451$2.58M0.01%-5,17313F-HRTimeline
Selby Wealth Management, LLC40,327$2.58M1.02%-97813F-HRTimeline
Purkiss Capital Advisors LLC39,384$2.52M1.11%+3,95013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,250$2.51M<0.01%+68513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC36,814$2.35M0.95%+13,80713F-HRTimeline
Pine Valley Investments Ltd Liability Co36,628$2.34M0.11%-5,06913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC36,407$2.33M0.43%+2,83313F-HRTimeline
BETO FINANCIAL GROUP, LLC33,993$2.3M1.35%-36,83613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,624$2.28M0.14%+85113F-HRTimeline
Sun Financial Inc33,151$2.25M1.13%-3,10613F-HRTimeline
McLaughlin Asset Management, Inc.35,151$2.25M2.15%+10,20613F-HRTimeline
Indivisible Partners35,075$2.24M0.2%+10,80113F-HRTimeline
LARCH CAPITAL PARTNERS LLC34,605$2.21M0.32%-6,88213F-HRTimeline
YHB Investment Advisors, Inc.33,957$2.17M0.16%+5,85513F-HRTimeline
Grant Private Wealth Management Inc33,611$2.15M1.14%-4,73313F-HRTimeline
IAG Wealth Partners, LLC32,452$2.07M0.23%-1113F-HRTimeline
ARWA LLC31,223$2.05M1.01%+21,03613F-HRTimeline
MCDONALD PARTNERS LLC31,190$1.99M0.47%+14,69113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,898$1.97M0.02%-1,59813F-HRTimelineGroup
CPC Advisors, LLC30,875$1.97M0.32%-306,56713F-HRTimeline
Strategic Blueprint, LLC29,217$1.87M0.11%+9,67413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,397$1.81M<0.01%new13F-HRTimelineGroup
Security National Bank28,255$1.81M0.26%+5,00513F-HRTimeline
IFP Advisors, Inc28,021$1.79M0.04%+92113F-HRTimeline
Gateway Wealth Partners, LLC27,580$1.76M0.07%+4,55513F-HRTimeline
Evolution Wealth Advisors, LLC27,287$1.74M0.18%-2,49713F-HRTimeline
Fulton Bank, N.A.27,209$1.74M0.06%+7,93513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC26,914$1.72M0.9%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,713$1.71M0.02%-2,35713F-HRTimelineGroup
Mayfair Advisory Group, LLC25,867$1.65M0.58%-3,77313F-HRTimeline
Koshinski Asset Management, Inc.25,851$1.65M0.1%+3,15713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC25,395$1.62M0.32%new13F-HRTimeline
Cyndeo Wealth Partners, LLC24,908$1.59M0.08%+1,00613F-HRTimeline
Summit Wealth Partners, LLC24,763$1.58M0.25%-2,23613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24,693$1.58M0.79%-26413F-HRTimelineGroup
Vise Technologies, Inc.23,504$1.56M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,266$1.55M0.03%-1,57813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,152$1.48M0.03%+41813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC23,148$1.48M0.07%+3,37913F-HRTimeline
Lakeridge Wealth Management LLC22,873$1.46M0.63%+1,98213F-HRTimeline
OLD MISSION CAPITAL LLC22,587$1.44M0.03%new13F-HRTimeline
Geneos Wealth Management Inc.21,248$1.36M0.03%+2,74213F-HRTimeline
Bedel Financial Consulting, Inc.21,099$1.35M0.15%+2,32813F-HRTimeline
NCM Capital Management, LLC20,873$1.33M0.48%-75413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,074$1.28M<0.01%+44613F-HRTimelineGroup
MN Wealth Advisors, LLC19,946$1.27M0.62%-41513F-HRTimeline
Essential Investment Partners LLC19,915$1.27M1.18%-82713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,684$1.26M0.05%+19313F-HRTimelineGroup
Saxony Capital Management, LLC19,347$1.24M0.72%-2,03713F-HRTimeline
Semus Wealth Partners LLC19,084$1.22M0.68%+1813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,055$1.22M<0.01%+8,95413F-HRTimelineGroup
SIERRA OCEAN, LLC19,032$1.22M1%+1,47313F-HRTimeline
Krilogy Financial LLC18,163$1.21M0.04%-18713F-HRTimeline
NVWM, LLC18,763$1.2M0.27%+4,40213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,229$1.17M0.03%+4,73113F-HRTimelineGroup
Mechanics Bank Trust Department17,810$1.14M0.16%-30013F-HRTimeline
Steward Partners Investment Advisory, L…17,687$1.13M0.01%+1,33513F-HRTimeline
HBW ADVISORY SERVICES LLC17,488$1.12M0.12%-1,44513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,324$1.11M0.01%+2,00013F-HRTimelineGroup
Allen Capital Group, LLC17,023$1.09M0.1%-3313F-HRTimeline
M Holdings Securities, Inc.15,987$1.08M0.07%+4,04213F-HRTimeline
Plan Group Financial, LLC16,017$1.02M0.24%-16513F-HRTimeline
Denver PWM, LLC15,041$1.02M0.35%-21,73213F-HRTimeline
Lionsbridge Wealth Management LLC15,665$1M1.01%-7,16213F-HRTimeline