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Disclosery

HOLA J P MORGAN EXCHANGE TRADED F

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INTL HDGD EQT LA (fund)

46 managers (50 13F filers) reported a position in HOLA shares at 2026-03-31, 2,782,941 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
50
New
7
Added
18
Reduced
12
Sold out
5
Shares held by filers
2,782,941

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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA311,169$16.4M<0.01%+9,33213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding289,004$15.2M+4,549Timeline
Security National Bank260,015$13.7M1.99%-21,88413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC213,771$11.2M<0.01%+14,49513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC207,386$10.9M0.01%+19,79513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC185,779$10M0.57%-28,33313F-HR/ATimeline
Merit Financial Group, LLC156,489$8.23M0.06%-88,20013F-HRTimeline
LPL Financial LLC144,691$7.61M<0.01%+17,36813F-HRTimeline
Valmark Advisers, Inc.142,210$7.48M0.09%+9,03113F-HRTimeline
Sterling Investment Advisors, Ltd.104,538$5.5M1%+5,86113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,223$4.9M0.01%+15,54113F-HRTimelineGroup
Independent Wealth Advisors LLC86,158$4.53M4.45%+5,39313F-HRTimeline
Farther Finance Advisors, LLC67,754$3.58M0.03%-3,03413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,781$2.99M<0.01%-17,26613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding54,375$2.86M-2,044Timeline
Retirement Planning Group, LLC48,135$2.53M0.08%new13F-HRTimeline
Cetera Investment Advisers45,755$2.41M<0.01%-34,64913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,426$2.13M<0.01%+2,30413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,838$1.62M<0.01%+10,30513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,037$1.39M<0.01%+16,74313F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,959$1.37M<0.01%-3813F-HRTimelineGroup
Investment Partners Asset Management, I…23,872$1.26M0.78%+36413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,475$1.18M0.02%-2,77813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding15,615$821K-2,306Timeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding15,062$792K0Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,066$635K<0.01%+3,66213F-HRTimelineGroup
Tradition Wealth Management, LLC11,997$631K0.04%013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding10,526$555KnewTimeline
Cambridge Investment Research Advisors,…8,659$455K<0.01%+3,64413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,544$449K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning7,426$391K<0.01%-45013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,358$334K<0.01%+61413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,008$316K0.01%+1,27913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,731$301K<0.01%new13F-HRTimelineGroup
Strategic Wealth Advisors LLC5,052$265K0.21%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,010$264K<0.01%-29913F-HRTimeline
Strategic Blueprint, LLC4,813$253K0.01%new13F-HRTimeline
Financially in Tune, LLC4,472$235K0.2%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,339$228K<0.01%013F-HRTimelineGroup
Oak Wealth Advisors LLC4,299$226K0.12%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,219$222K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank2,169$114K0.04%013F-HRTimelineGroup
IFP Advisors, Inc1,482$78K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY882$46.4K<0.01%+61313F-HRTimelineGroup
Longview Financial Advisors LLC226$11.9K0.01%013F-HRTimeline
Realta Investment Advisors146$7.68K<0.01%013F-HRTimeline