Skip to content
Disclosery

HOLA J P MORGAN EXCHANGE TRADED F

Follow

INTL HDGD EQT LA (fund)

38 managers (39 13F filers) reported a position in HOLA shares at 2025-09-30, 2,075,695 shares in all. 39 filers opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
39
New
39
Added
0
Reduced
0
Sold out
0
Shares held by filers
2,075,695

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
Merit Financial Group, LLC376,862$19.4M0.18%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,832$15.6M<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC209,929$10.8M0.74%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC194,366$10.1M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC169,267$8.73M0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…138,016$7.12M0.18%new13F-HRTimelineGroup
Valmark Advisers, Inc.133,769$6.9M0.09%new13F-HRTimeline
LPL Financial LLC105,820$5.46M<0.01%new13F-HRTimeline
Sterling Investment Advisors, Ltd.82,028$4.23M0.82%new13F-HRTimeline
Cetera Investment Advisers77,927$4.02M<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,772$1.84M<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,282$1.82M0.08%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,997$1.34M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,061$1.24M<0.01%new13F-HRTimelineGroup
Investment Partners Asset Management, I…23,597$1.22M0.8%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,408$1.2M<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,536$801K0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,974$772K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,034$724K0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC11,645$601K0.04%new13F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding11,161$576KnewTimeline
Creative Planningin group Creative Planning7,991$412K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,161$266K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,137$265K<0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,046$260K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,689$242K<0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,623$239K0.09%new13F-HR/ATimelineGroup
Koshinski Asset Management, Inc.3,949$204K0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,858$203K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,665$189K0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank2,169$112K0.03%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,584$81.7K0.05%new13F-HRTimeline
IFP Advisors, Inc1,439$74.2K<0.01%new13F-HR/ATimeline
Longview Financial Advisors LLC555$28.6K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY304$15.7K<0.01%new13F-HR/ATimelineGroup
Realta Investment Advisors146$7.53K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC75$3.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC21$1.06K<0.01%new13F-HRTimelineGroup