JPMorgan Hedged Equity ETFHELOETF
13F holders, Q4 2024 (December 31)273holders +67
56new positions
12sold out
1famous investor
$62.05avg. 13F price*
At the end of Q4 2024, 273 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 67 from Q3 2024. 56 opened new positions and 12 sold out. The largest holders were Osaic Holdings, Inc. ($152.5M), Envestnet Asset Management Inc. ($95.4M) and Forvis Mazars Wealth Advisors, LLC ($86.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $168.3M |
| Exits | 12 | $29.1M |
All 13F filers, Q3 2024 → Q4 2024: 9,168,787 shares bought and 1,639,272 shares sold, net +7,529,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Osaic Holdings, Inc. | 0.34% | Add +2.2% | 2,458,661 | $152.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.4% | 1,538,267 | $95.4M |
| Forvis Mazars Wealth Advisors, LLC | 1.98% | Add +43.3% | 1,385,589 | $86.0M |
| JPMorgan Chase & Co. | 0.01% | Add +296.6% | 1,361,256 | $84.5M |
| LPL Financial LLC | 0.03% | Add +99.9% | 1,193,554 | $74.0M |
| Gradient Investments LLC | 1.49% | Reduce -27.3% | 1,184,161 | $73.5M |
| Raymond James Financial Inc. | 0.03% | — | 1,171,513 | $72.7M |
| CGC Financial Services, LLC | 25.68% | Reduce -0.6% | 1,038,710 | $64.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +17.1% | 1,031,582 | $64.0M |
| Dynasty Wealth Management, LLC | 1.10% | New | 1,025,631 | $63.6M |
| Cetera Investment Advisers | 0.13% | Add +27.0% | 968,518 | $60.1M |
| Sagespring Wealth Partners, LLC | 1.56% | — | 951,140 | $59.0M |
| Legacy Financial Group LLC | 8.99% | Add +978.8% | 895,479 | $55.6M |
| HighTower Advisors, LLC | 0.06% | Add +17.0% | 743,345 | $46.1M |
| UBS Group AG | 0.01% | Add +29.0% | 695,261 | $43.1M |
| Peterson Wealth Advisors, LLC | 6.73% | Add +7.7% | 598,273 | $37.3M |
| Focus Partners Wealth | 0.10% | Add +12.8% | 594,258 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -22.2% | 502,120 | $31.2M |
| CPC Advisors, LLC | 3.78% | Add +6.6% | 447,864 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +34.4% | 415,841 | $25.8M |
| Carr Financial Group Corp | 7.01% | Add +95.0% | 359,380 | $22.3M |
| MML Investors Services, LLC | 0.07% | Add +15.6% | 331,492 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +114.2% | 309,691 | $19.2M |
| CENTRAL TRUST Co | 0.44% | Add +21.8% | 286,430 | $17.8M |
| SK Wealth Management, LLC | 8.77% | Add +4.0% | 277,694 | $17.2M |
| Legacy CG, LLC | 5.20% | Add +4462.7% | 273,215 | $17.0M |
| Patten & Patten Inc. | 1.05% | Add +8.8% | 256,639 | $15.9M |
| Leo Wealth, LLC | 1.40% | Add +7.0% | 252,620 | $15.7M |
| Modern Wealth Management, LLC | 0.55% | New | 239,203 | $14.8M |
| Vertex Planning Partners, LLC | 3.26% | New | 238,146 | $14.8M |
| Mariner, LLC | 0.02% | Add +9.3% | 236,438 | $14.7M |
| Signaturefd, LLC | 0.27% | Add +151.7% | 225,559 | $14.0M |
| Cary Street Partners Financial LLC | 0.44% | — | 220,721 | $13.7M |
| WealthPlan Investment Management, LLC | 1.32% | Add +87.4% | 215,990 | $13.4M |
| Private Capital Management LLC | 2.61% | Reduce -2.8% | 210,964 | $13.1M |
| Sugarloaf Wealth Management, LLC | 2.45% | Add +8.7% | 208,650 | $12.9M |
| Private Advisor Group, LLC | 0.07% | Add +67.5% | 202,460 | $12.6M |
| Redhawk Wealth Advisors, Inc. | 1.64% | Add +6.2% | 195,320 | $12.1M |
| Skyline Advisors, Inc. | 4.47% | New | 185,676 | $11.5M |
| Longview Financial Advisors LLC | 7.56% | — | 181,497 | $11.3M |
| N.E.W. Advisory Services LLC | 1.01% | New | 172,140 | $10.7M |
| CreativeOne Wealth, LLC | 0.32% | Add +47.8% | 169,775 | $10.5M |
| Capital Planning Advisors, LLC | 1.62% | Add +41.8% | 168,919 | $10.5M |
| Visionary Wealth Advisors | 0.61% | Add +42.3% | 166,662 | $10.3M |
| Philip James Wealth Mangement, LLC | 1.39% | Add +0.9% | 166,229 | $10.3M |
| WealthPLAN Partners, LLC | 1.41% | Reduce -4.3% | 160,629 | $10.0M |
| Daymark Wealth Partners, LLC | 0.40% | Reduce -18.4% | 152,966 | $9.5M |
| Waverly Advisors, LLC | 0.14% | New | 147,634 | $9.2M |
| Aspire Capital Advisors LLC | 2.58% | Add +3.0% | 145,412 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +178.1% | 141,439 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +16.9% | 128,132 | $8.1M |
| HUB Investment Partners, LLC | 0.32% | Reduce -2.3% | 122,606 | $7.6M |
| Curtis Advisory Group, LLC | 2.00% | Add +8.9% | 121,931 | $7.6M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +11.8% | 115,310 | $7.2M |
| Aire Advisors, LLC | 1.46% | Add +20.6% | 113,945 | $7.1M |
| Prairieview Wealth Partners, LLC | 7.49% | Add +1.6% | 111,709 | $6.9M |
| Ameritas Advisory Services, LLC | 0.23% | Add +74.7% | 105,687 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.01% | New | 99,849 | $6.2M |
| Planned Solutions, Inc. | 2.45% | Add +26839.9% | 96,445 | $6.0M |
| Brookstone Capital Management | 0.09% | Add +107.3% | 96,273 | $6.0M |
| Cooper Financial Group | 0.72% | Add +32.5% | 96,191 | $6.0M |
| Pennsylvania Capital Management Inc. | 2.03% | Add +321.8% | 95,233 | $5.9M |
| Brown Financial Advisors | 2.36% | Reduce -26.7% | 94,840 | $5.9M |
| Milestone Investment Advisors LLC | 1.59% | Add +26.0% | 94,236 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.83% | Add +3.5% | 94,053 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -3.8% | 92,483 | $5.7M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -3.8% | 92,483 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.4% | 90,496 | $5.6M |
| Mattson Financial Services, LLC | 1.73% | Add +117.8% | 88,919 | $5.4M |
| Orrstown Financial Services Inc. | 1.46% | Add +0.5% | 87,519 | $5.4M |
| Stephens Consulting, LLC | 1.33% | Add +11.3% | 85,271 | $5.3M |
| Oak Wealth Advisors LLC | 3.88% | — | 81,314 | $5.0M |
| Marshall & Sterling Wealth Advisors Inc. | 3.30% | — | 76,940 | $4.8M |
| Lionsbridge Wealth Management LLC | 3.99% | Add +20.2% | 76,632 | $4.8M |
| Fiduciary Alliance LLC | 0.47% | Add +8.4% | 75,207 | $4.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +97.1% | 75,125 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +18.8% | 71,083 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +4.8% | 70,069 | $4.3M |
| Advisory Services Network, LLC | 0.08% | Add +31.2% | 67,118 | $4.2M |
| Napatree Capital LLC | 2.42% | Add +33.7% | 66,374 | $4.1M |
| Campbell Deegan Wealth Management, LLC | 4.93% | — | 66,205 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +363.0% | 65,075 | $4.0M |
| Renasant Bank | 2.51% | Reduce -46.8% | 62,417 | $3.9M |
| Harbor Investment Advisory, LLC | 0.35% | Add +12.5% | 60,336 | $3.7M |
| Tyler-Stone Wealth Management | 0.65% | Add +77.6% | 58,702 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +187.4% | 58,151 | $3.6M |
| Penney Financial, LLC | 2.41% | Add +5.5% | 57,940 | $3.6M |
| Hughes Financial Services, LLC | 0.72% | — | 56,384 | $3.5M |
| Palumbo Wealth Management LLC | 1.30% | New | 56,134 | $3.5M |
| Echo Wealth Management, LLC | 2.39% | Add +7.0% | 55,839 | $3.5M |
| 3EDGE Asset Management, LP | 0.21% | New | 54,032 | $3.4M |
| Coppell Advisory Solutions LLC | 0.46% | Add +16.8% | 53,060 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +5.5% | 53,042 | $3.3M |
| Bright Futures Wealth Management, LLC. | 2.89% | New | 51,079 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 50,585 | $3.1M |
| Retirement Guys Formula LLC | 1.51% | New | 48,338 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +209.1% | 47,225 | $2.9M |
| Kennedy Investment Group, Inc. | 1.32% | Add +21.8% | 47,029 | $2.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +127.1% | 46,246 | $2.9M |
| Shore Point Advisors, LLC | 1.48% | Add +14.0% | 44,267 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +685.2% | 44,197 | $2.7M |
| Park Place Capital Corp | 0.76% | Reduce -52.4% | 43,949 | $2.7M |
| Financial Management Professionals, Inc. | 0.34% | Reduce -0.3% | 43,128 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -22.7% | 42,456 | $2.6M |
| Cordgrass Capital Advisors, LLC | 0.76% | Add +106.9% | 42,355 | $2.6M |
| Clear Creek Financial Management, LLC | 0.28% | Add +105.8% | 41,442 | $2.6M |
| Firestone Capital Management | 0.63% | Add +149.3% | 40,802 | $2.5M |
| Unique Wealth, LLC | 0.50% | Add +63.4% | 38,980 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +137.2% | 38,896 | $2.4M |
| HBW Advisory Services LLC | 0.22% | Add +28.1% | 35,032 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +17.6% | 34,898 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +47.6% | 34,455 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +11.1% | 34,121 | $2.1M |
| Strategic Financial Concepts, LLC | 0.41% | Add +73.9% | 34,045 | $2.1M |
| IAG Wealth Partners, LLC | 0.37% | Add +420.7% | 33,717 | $2.1M |
| Denver PWM, LLC | 0.78% | Add +14.6% | 32,555 | $2.0M |
| Paladin Wealth, LLC | 1.73% | Reduce -28.5% | 32,258 | $2.0M |
| Smartleaf Asset Management LLC | 0.19% | Add +28.1% | 30,630 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.16% | New | 30,578 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +30.7% | 30,375 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +21.8% | 29,889 | $1.9M |
| Sincerus Advisory, LLC | 1.93% | — | 29,077 | $1.8M |
| MAI Capital Management | 0.01% | Add +105.6% | 28,468 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +24.1% | 28,195 | $1.7M |
| Convergence Financial, LLC | 0.34% | Add +8.1% | 27,071 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +73.1% | 26,917 | $1.7M |
| Evolution Wealth Advisors, LLC | 0.28% | New | 26,660 | $1.7M |
| Financial Advocates Investment Management | 0.09% | New | 25,524 | $1.6M |
| Members Wealth LLC | 1.17% | — | 24,962 | $1.6M |
| Grant Private Wealth Management Inc | 1.65% | — | 24,615 | $1.5M |
| Cahill Financial Advisors Inc. | 0.21% | Add +20.9% | 24,476 | $1.5M |
| Purkiss Capital Advisors LLC | 1.19% | — | 22,202 | $1.4M |
| Smallwood Wealth Investment Management, LLC | 0.94% | Add +129.9% | 21,889 | $1.4M |
| Vienna Asset Management LLC | 0.88% | Add +28.8% | 20,879 | $1.3M |
| Security National Bank | 0.18% | Add +5.1% | 20,231 | $1.3M |
| Smith, Moore & Co. | 0.11% | New | 20,121 | $1.2M |
| Martin Worley Group | 0.74% | — | 19,185 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.16% | Add +21.6% | 18,805 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.16% | — | 19,565 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.2% | 18,650 | $1.2M |
| DeDora Capital, Inc. | 0.32% | Add +21.8% | 18,602 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +38.2% | 18,494 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +163.8% | 18,461 | $1.1M |
| Independent Advisor Alliance | 0.02% | New | 18,325 | $1.1M |
| John W. Brooker & Co., CPAs | 0.49% | Add +1.6% | 18,304 | $1.1M |
| Legacy Investment Solutions, LLC | 0.72% | Reduce -47.5% | 17,530 | $1.1M |
| Legacy Wealth Managment, LLC | 0.72% | Reduce -47.5% | 17,530 | $1.1M |
| Mayfair Advisory Group, LLC | 0.64% | New | 17,631 | $1.1M |
| Apexium Financial, LP | 0.07% | Add +99.4% | 17,597 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +184.6% | 17,157 | $1.1M |
| Integras Partners LLC | 0.92% | — | 16,573 | $1.0M |
| SouthState Bank Corp | 0.07% | Add +24.8% | 16,229 | $1.0M |
| Avestar Capital, LLC | 0.09% | No change | 16,110 | $999K |
| Sigma Planning Corp | 0.03% | Add +130.6% | 15,957 | $990K |
| Moneco Advisors, LLC | 0.10% | Add +97.1% | 15,723 | $975K |
| Coordinated Financial Services, Inc. | 0.76% | — | 15,451 | $959K |
| MN Wealth Advisors, LLC | 0.54% | Add +16.9% | 15,376 | $954K |
| Semus Wealth Partners LLC | 0.62% | Add +59.3% | 15,070 | $935K |
| HTG Investment Advisors, Inc. | 0.43% | New | 15,011 | $931K |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +2.8% | 14,425 | $895K |
| Lakeridge Wealth Management LLC | 0.46% | Add +45.6% | 14,381 | $892K |
| Hilltop Holdings Inc. | 0.06% | Add +46.8% | 14,165 | $879K |
| Nvwm, LLC | 0.22% | New | 14,110 | $875K |
| Benjamin Edwards Inc. | 0.01% | No change | 14,000 | $869K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | New | 13,874 | $861K |
| Plan Group Financial, LLC | 0.44% | New | 13,417 | $832K |
| NCM Capital Management, LLC | 0.37% | Add +1.1% | 13,367 | $829K |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 13,265 | $823K |
| Breakwater Capital Group | 0.16% | Add +26.0% | 13,138 | $815K |
| United Capital Financial Advisors, LLC | 0.01% | New | 12,710 | $789K |
| Indie Asset Partners, LLC | 0.60% | Add +17.9% | 12,292 | $763K |
| Comerica Bank | 0.00% | Add +193.4% | 11,925 | $740K |
| Partners Wealth Management, LLC | 0.84% | — | 11,846 | $735K |
| Tradewinds, LLC. | 0.20% | New | 11,400 | $718K |
| Summit Wealth Partners, LLC | 0.14% | Add +44.1% | 11,302 | $701K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -1.4% | 10,808 | $671K |
| NewEdge Advisors, LLC | 0.00% | New | 10,617 | $659K |
| Ancora Advisors LLC | 0.01% | Add +240.2% | 10,265 | $637K |
| Ignite Planners, LLC | 0.14% | Reduce -0.5% | 9,949 | $621K |
| Interchange Capital Partners, LLC | 0.22% | New | 9,947 | $617K |
| Waterloo Capital, L.P. | 0.06% | Add +35.7% | 9,837 | $610K |
| Cozad Asset Management Inc. | 0.06% | New | 9,592 | $595K |
| Mechanics Bank Trust Department | 0.08% | New | 9,250 | $574K |
| Tradition Wealth Management, LLC | 0.05% | Add +12.3% | 9,175 | $569K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.1% | 8,999 | $566K |
| Stephens Inc. | 0.01% | No change | 8,657 | $537K |
| Essex Bank | 0.13% | Add +102.6% | 8,550 | $530K |
| WNY Asset Management, LLC | 0.06% | New | 8,404 | $521K |
| Fairvoy Private Wealth, LLC | 0.14% | — | 8,358 | $518K |
| JSF Financial, LLC | 0.14% | Add +152.9% | 8,303 | $515K |
| Bank of Marin | 0.40% | Reduce -1.9% | 8,207 | $509K |
| Insight 2811, Inc. | 0.26% | New | 8,165 | $507K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,140 | $505K |
| Money Concepts Capital Corp. | 0.04% | Reduce -52.7% | 7,832 | $486K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 7,588 | $471K |
| Prevail Innovative Wealth Advisors, LLC | 0.13% | No change | 7,328 | $455K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.2% | 7,254 | $450K |
| Global Retirement Partners, LLC | 0.01% | Add +145.8% | 7,121 | $442K |
| Sprinkle Financial Consultants LLC | 0.30% | Add +0.2% | 7,113 | $441K |
| Equitable Holdings, Inc. | 0.00% | New | 7,098 | $440K |
| Private Trust Co. NA | 0.04% | Add +23.3% | 6,878 | $427K |
| Hall Capital Management Co. Inc. | 0.19% | — | 6,614 | $410K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -7.4% | 6,596 | $409K |
| Allred Capital Management, LLC | 0.15% | New | 6,233 | $387K |
| CAP Partners, LLC | 0.26% | Add +29.8% | 6,056 | $376K |
| WESPAC Advisors, LLC | 0.27% | New | 5,843 | $363K |
| BCGM Wealth Management, LLC | 0.11% | Add +5.0% | 5,826 | $361K |
| Truist Financial Corp. | 0.00% | Add +7.2% | 5,685 | $353K |
| Reyes Financial Architecture, Inc. | 0.27% | — | 5,621 | $349K |
| Axis Wealth Partners, LLC | 0.29% | — | 5,605 | $348K |
| Blue Trust, Inc. | 0.00% | Add +0.4% | 5,579 | $346K |
| StoneX Group Inc. | 0.02% | Add +4.4% | 5,539 | $344K |
| Allen Capital Group, LLC | 0.04% | Add +14.4% | 5,436 | $337K |
| Riggs Capital Management LLC | 0.32% | — | 5,186 | $322K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -15.0% | 5,130 | $318K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.4% | 5,049 | $313K |
| Mach-1 Financial Group, LLC | 0.55% | Reduce -91.3% | 4,933 | $306K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Add +32.5% | 4,847 | $304K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.5% | 4,874 | $302K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 4,830 | $300K |
| Quotient Wealth Partners, LLC | 0.01% | Add +2.2% | 4,719 | $293K |
| Madison Wealth Partners, Inc | 0.08% | Add +13.4% | 4,718 | $293K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,561 | $289K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -1.8% | 4,605 | $286K |
| Strategic Blueprint, LLC | 0.02% | New | 4,600 | $285K |
| Paladin Advisory Group, LLC | 0.21% | Add +16.4% | 4,355 | $270K |
| Comprehensive Financial Planning, Inc. | 0.23% | — | 4,338 | $269K |
| Genesis Wealth Advisors, LLC | 0.21% | — | 3,947 | $245K |
| New Republic Capital, LLC | 0.16% | New | 3,870 | $240K |
| Archford Capital Strategies, LLC | 0.04% | No change | 3,780 | $235K |
| Cedar Mountain Advisors, LLC | 0.05% | New | 3,746 | $232K |
| Oak Harvest Investment Services | 0.03% | New | 3,720 | $231K |
| Maia Wealth LLC | 0.05% | No change | 3,637 | $230K |
| Monterey Private Wealth, Inc. | 0.07% | New | 3,664 | $227K |
| IFP Advisors, Inc | 0.01% | Add +956.2% | 3,475 | $216K |
| Claro Advisors Inc. | 0.03% | New | 3,300 | $205K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,294 | $204K |
| Whipplewood Advisors, LLC | 0.10% | — | 2,823 | $175K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,724 | $169K |
| Capital Analysts, LLC | 0.01% | New | 2,374 | $147K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +670.7% | 1,919 | $119K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,810 | $112K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +81.7% | 1,501 | $93K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $93K |
| AE Wealth Management LLC | 0.00% | New | 1,103 | $68K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -99.4% | 896 | $56K |
| Assetmark, Inc. | 0.00% | New | 718 | $45K |
| Harbour Investments, Inc. | 0.00% | Add +46.7% | 647 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 602 | $37K |
| First PREMIER Bank | 0.01% | Add +42.9% | 500 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Add +190.4% | 363 | $23K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 357 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +36.4% | 326 | $21K |
| New Wave Wealth Advisors LLC | 0.01% | New | 291 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 251 | $16K |
| Kestra Investment Management, LLC | 0.00% | New | 237 | $15K |
| Accredited Wealth Management, LLC | 0.01% | — | 175 | $11K |
| Wells Fargo & Company | 0.00% | New | 90 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 84 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 81 | $5K |
| Burkett Financial Services, LLC | 0.00% | Add +1.3% | 79 | $5K |
| FMR LLC | 0.00% | New | 66 | $4K |
| Transce3nd, LLC | 0.00% | — | 60 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 50 | $3K |
| Tidemark, LLC | 0.00% | No change | 49 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -26.7% | 33 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 34 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 15 | $931 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $312 |
| Lanark Financial, Inc. | 0.03% | — | 4 | $277 |
| Allworth Financial LP | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.