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Disclosery

HOLA J P MORGAN EXCHANGE TRADED F

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INTL HDGD EQT LA (fund)

43 managers (47 13F filers) reported a position in HOLA shares at 2025-12-31, 2,762,704 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
47
New
10
Added
22
Reduced
7
Sold out
5
Shares held by filers
2,762,704

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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,837$15.8M<0.01%+513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding284,455$14.9M+146,439Timeline
Security National Bank281,899$14.7M2.11%new13F-HRTimeline
Merit Financial Group, LLC244,689$12.8M0.1%-132,17313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC214,112$11.2M0.66%+4,18313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC199,276$10.4M<0.01%+4,91013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC187,591$9.8M0.01%+18,32413F-HRTimelineGroup
Valmark Advisers, Inc.133,179$6.96M0.09%-59013F-HRTimeline
LPL Financial LLC127,323$6.65M<0.01%+21,50313F-HRTimeline
Sterling Investment Advisors, Ltd.98,677$5.15M0.95%+16,64913F-HRTimeline
Independent Wealth Advisors LLC80,765$4.22M4.4%13F-HRTimeline
Cetera Investment Advisers80,404$4.2M<0.01%+2,47713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,682$4.06M0.01%+54,27413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC74,047$3.87M<0.01%+49,98613F-HRTimelineGroup
Farther Finance Advisors, LLC70,788$3.7M0.04%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding56,419$2.95M+52,561Timeline
COMMONWEALTH EQUITY SERVICES, LLC38,122$1.99M<0.01%+2,35013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,997$1.36M<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,253$1.32M0.03%+11,21913F-HRTimelineGroup
Investment Partners Asset Management, I…23,508$1.23M0.76%-8913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,533$1.07M<0.01%+5,55913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding17,921$936K+2,385Timeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding15,062$788K+3,901Timeline
Tradition Wealth Management, LLC11,997$627K0.04%+35213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,294$538K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,404$439K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning7,876$411K<0.01%-11513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,744$300K<0.01%+60713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,309$277K<0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,057$264K0.01%+1113F-HRTimeline
Strategic Wealth Advisors LLC5,052$263K0.22%13F-HRTimeline
Cambridge Investment Research Advisors,…5,015$262K<0.01%+32613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,729$247K0.01%+1,06413F-HR/ATimelineGroup
Financially in Tune, LLC4,472$234K0.22%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,339$228K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank2,169$113K0.04%013F-HRTimelineGroup
IFP Advisors, Inc1,482$77.4K<0.01%+4313F-HRTimeline
UBS Group AGin group UBS Group AG279$14.6K<0.01%-4,88213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY269$14.1K<0.01%-3513F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC231$12.1K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC226$11.8K0.01%-32913F-HRTimeline
Realta Investment Advisors146$7.63K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC75$4.01K<0.01%013F-HRTimeline