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Disclosery

HOLA J P MORGAN EXCHANGE TRADED F

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INTL HDGD EQT LA (fund)

50 managers (52 13F filers) reported a position in HOLA shares at 2026-06-30, 2,612,411 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
50
13F filers
52
New
6
Added
17
Reduced
21
Sold out
2
Shares held by filers
2,612,411

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding402,568$22.3M+113,564Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC217,407$12M<0.01%+3,63613F-HRTimelineGroup
Security National Bank214,519$11.9M1.42%-45,49613F-HRTimeline
Private Advisor Group, LLC212,735$11.8M0.05%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC184,895$10.2M0.52%-88413F-HRTimeline
LPL Financial LLC166,008$9.19M<0.01%+21,31713F-HRTimeline
Valmark Advisers, Inc.156,010$8.64M0.09%+13,80013F-HRTimeline
Merit Financial Group, LLC140,014$7.75M0.05%-16,47513F-HR/ATimeline
Sterling Investment Advisors, Ltd.107,733$5.97M1%+3,19513F-HRTimeline
Independent Wealth Advisors LLC92,692$5.13M4.64%+6,53413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,555$4.79M0.01%-6,66813F-HRTimelineGroup
Farther Finance Advisors, LLC71,472$3.96M0.03%+3,71813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,495$3.07M<0.01%-255,67413F-HRTimelineGroup
Cetera Investment Advisers50,817$2.81M<0.01%+5,06213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding50,377$2.79M-3,998Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,938$2.71M<0.01%-7,84313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,513$2.07M<0.01%+10,47613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,313$1.9M<0.01%-6,11313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,990$1.44M<0.01%+3113F-HRTimelineGroup
Investment Partners Asset Management, I…23,538$1.3M0.73%-33413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,104$1.28M<0.01%-7,73413F-HRTimelineGroup
Retirement Planning Group, LLC22,531$1.25M0.03%-25,60413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.21,727$1.2M0.02%-74813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,482$857K<0.01%+11,14313F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding15,062$834K0Timeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,311$737K0.01%-2,30413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,019$666K<0.01%-4713F-HRTimelineGroup
Tradition Wealth Management, LLC11,429$633K0.04%-56813F-HRTimeline
Cambridge Investment Research Advisors,…8,643$479K<0.01%-1613F-HR/ATimeline
Oak Wealth Advisors LLC7,577$420K0.2%+3,27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,489$415K<0.01%+1,13113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,380$409K<0.01%+1,64913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,833$323K<0.01%+82313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,674$314K0.01%-33413F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC5,263$293K0.1%013F-HRTimelineGroup
Creative Planningin group Creative Planning5,283$293K<0.01%-2,14313F-HRTimelineGroup
Strategic Blueprint, LLC4,813$266K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC5,052$263K0.22%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,725$262K<0.01%-3,81913F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,472$248K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,434$246K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,248$235K<0.01%-203,13813F-HRTimelineGroup
High Net Worth Advisory Group LLC3,782$209K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,731$207K<0.01%-48813F-HRTimelineGroup
IFP Advisors, Inc2,964$164K<0.01%+1,48213F-HRTimeline
Integrated Wealth Concepts LLC2,924$162K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank2,169$120K0.04%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY882$48.8K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC593$32.8K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC226$12.5K0.01%013F-HRTimeline