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Disclosery

HELO J P MORGAN EXCHANGE TRADED F

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HEDGED EQUITY LA (fund)

Filings received so far for Q3 2026: 34 13F filers report a position in HELO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Forvis Mazars Wealth Advisors, LLC3,630,519$251M4.13%+303,70713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,964,855$137M0.2%+96,48313F-HRTimeline
Peterson Wealth Advisors, LLC769,019$53.2M6.17%+36,08313F-HRTimeline
CGC Financial Services, LLC664,677$46M10.2%-27513F-HRTimeline
Apella Capital, LLC265,342$18.5M0.24%new13F-HRTimeline
Avior Wealth Management, LLC168,265$11.6M0.31%-5,40013F-HRTimeline
Avidian Wealth Enterprises, LLC147,481$10.2M0.28%-26,41913F-HRTimeline
Sprinkle Financial Consultants LLC145,012$10M3.92%+24,67913F-HRTimeline
Fiduciary Alliance LLC100,000$6.92M0.52%-6,06213F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…89,152$6.17M0.6%+4,23313F-HRTimeline
Seven Hills Financial, LLC65,212$4.51M2.72%13F-HRTimeline
Cooper Financial Group63,043$4.36M0.35%-27413F-HRTimeline
Sincerus Advisory, LLC51,583$3.57M2.33%+6,48413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC46,750$3.23M0.22%-2,69213F-HRTimeline
Signal Advisors Wealth, LLC43,578$3.01M0.13%+17,25813F-HRTimeline
YHB Investment Advisors, Inc.28,914$2M0.13%-87013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,931$1.52M0.03%-1,43713F-HRTimelineGroup
Farther Finance Advisors, LLC18,293$1.27M0.01%+3,99913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC17,299$1.2M0.24%+1,84413F-HRTimeline
Krilogy Financial LLC16,899$1.18M0.03%013F-HRTimeline
Mechanics Bank Trust Department16,570$1.15M0.14%-90013F-HRTimeline
First PREMIER Bank15,261$1.06M0.17%+2,13413F-HRTimeline
Breakwater Capital Group13,574$939K0.11%+65713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,650$739K0.21%+5113F-HRTimeline
CoreCap Advisors, LLC9,489$656K0.02%+1,34413F-HRTimeline
Balefire, LLC6,166$427K0.07%new13F-HRTimeline
Athena Wealth Management, LLC4,153$287K0.21%-5713F-HRTimeline
Capital Advisors Wealth Management, LLC3,862$267K0.03%+53013F-HRTimeline
Castle Rock Wealth Management, LLC3,446$241K0.05%+1813F-HRTimeline
Atlas Brown,Inc.3,190$221K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,045$211K<0.01%-3013F-HRTimeline
Ulland Investment Advisors, LLC2,310$160K0.11%-6013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,691$117K0.08%+11813F-HRTimeline
Cape Investment Advisory, Inc.103$7.12K<0.01%new13F-HRTimeline