JPMorgan Hedged Equity ETFHELOETF
13F holders, Q1 2025 (March 31)298holders +25
46new positions
16sold out
1famous investor
$59.54avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 25 from Q4 2024. 46 opened new positions and 16 sold out. The largest holders were Osaic Holdings, Inc. ($177.7M), Envestnet Asset Management Inc. ($133.8M) and LPL Financial LLC ($116.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $126.0M |
| Exits | 16 | $31.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,780,212 shares bought and 3,804,555 shares sold, net +5,975,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Osaic Holdings, Inc. | 0.40% | Add +21.1% | 2,976,745 | $177.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +45.7% | 2,241,631 | $133.8M |
| LPL Financial LLC | 0.05% | Add +64.1% | 1,958,754 | $116.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.71% | Add +36.7% | 1,894,647 | $113.1M |
| Cetera Investment Advisers | 0.18% | Add +56.5% | 1,515,962 | $90.5M |
| Raymond James Financial Inc. | 0.03% | Add +23.9% | 1,450,934 | $86.6M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +36.1% | 1,404,053 | $83.8M |
| Bank of America Corp. | 0.01% | New | 1,343,067 | $80.2M |
| CGC Financial Services, LLC | 24.90% | Add +1.6% | 1,055,367 | $63.0M |
| Legacy Financial Group LLC | 8.41% | Add +2.3% | 915,803 | $54.7M |
| HighTower Advisors, LLC | 0.07% | Add +9.9% | 816,832 | $48.7M |
| UBS Group AG | 0.01% | Add +13.2% | 786,797 | $47.0M |
| Gradient Investments LLC | 0.94% | Reduce -33.9% | 782,660 | $46.7M |
| Focus Partners Wealth | 0.10% | Add +13.0% | 671,608 | $40.1M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -38.1% | 634,984 | $37.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +91.3% | 592,581 | $35.4M |
| Peterson Wealth Advisors, LLC | 6.39% | Reduce -3.3% | 578,595 | $33.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +2.5% | 514,800 | $30.7M |
| CPC Advisors, LLC | 3.87% | Add +5.2% | 471,034 | $28.1M |
| Royal Bank of Canada | 0.01% | Add +10.8% | 460,701 | $27.5M |
| MML Investors Services, LLC | 0.09% | Add +29.1% | 428,043 | $25.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.2% | 405,109 | $24.2M |
| Legacy CG, LLC | 7.44% | Add +41.3% | 386,114 | $23.0M |
| Carr Financial Group Corp | 7.33% | Add +4.3% | 374,679 | $22.4M |
| N.E.W. Advisory Services LLC | 1.71% | Add +117.4% | 374,226 | $22.3M |
| Signaturefd, LLC | 0.41% | Add +59.9% | 360,711 | $21.5M |
| HUB Investment Partners, LLC | 0.76% | Add +155.8% | 313,635 | $18.7M |
| Patten & Patten Inc. | 1.11% | Add +7.9% | 276,909 | $16.5M |
| CENTRAL TRUST Co | 0.40% | Reduce -4.3% | 274,025 | $16.4M |
| Cary Street Partners Financial LLC | 0.48% | Add +15.4% | 254,776 | $15.2M |
| Vertex Planning Partners, LLC | 3.29% | Add +5.9% | 252,234 | $15.1M |
| SouthState Bank Corp | 0.67% | Add +1413.7% | 245,654 | $14.7M |
| Mariner, LLC | 0.02% | Add +3.6% | 244,984 | $14.6M |
| Modern Wealth Management, LLC | 0.46% | Add +1.9% | 243,630 | $14.5M |
| SK Wealth Management, LLC | 7.72% | Reduce -10.2% | 249,284 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +17.3% | 237,476 | $14.2M |
| Stifel Financial Corp. | 0.01% | Add +393.8% | 233,205 | $13.9M |
| HTG Investment Advisors, Inc. | 5.52% | Add +1376.3% | 221,610 | $13.2M |
| CreativeOne Wealth, LLC | 0.39% | Add +27.5% | 216,539 | $12.9M |
| Redhawk Wealth Advisors, Inc. | 1.61% | Add +2.7% | 200,599 | $12.0M |
| Longview Financial Advisors LLC | 7.63% | Add +6.7% | 193,677 | $11.6M |
| Skyline Advisors, Inc. | 4.40% | Add +0.8% | 187,060 | $11.2M |
| Capital Planning Advisors, LLC | 1.68% | Add +8.2% | 182,694 | $10.9M |
| Visionary Wealth Advisors | 0.65% | Add +9.5% | 182,487 | $10.9M |
| Aspire Capital Advisors LLC | 3.22% | Add +24.4% | 180,910 | $10.8M |
| WealthPLAN Partners, LLC | 1.43% | Add +6.2% | 170,528 | $10.2M |
| Philip James Wealth Mangement, LLC | 1.29% | Add +2.5% | 170,465 | $10.2M |
| Avaii Wealth Management, LLC | 5.28% | New | 165,733 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +12.2% | 158,688 | $9.5M |
| Waverly Advisors, LLC | 0.11% | Add +1.8% | 150,329 | $9.0M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +282.9% | 148,945 | $8.9M |
| Daymark Wealth Partners, LLC | 0.38% | Reduce -3.8% | 147,200 | $8.8M |
| WealthPlan Investment Management, LLC | 0.86% | Reduce -31.9% | 147,064 | $8.8M |
| Curtis Advisory Group, LLC | 2.36% | Add +10.4% | 134,605 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -4.3% | 122,598 | $7.7M |
| Brookstone Capital Management | 0.11% | Add +32.1% | 127,146 | $7.6M |
| Aire Advisors, LLC | 1.59% | Add +10.9% | 126,410 | $7.5M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +7.2% | 123,661 | $7.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +827.8% | 117,922 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Add +74.0% | 116,754 | $7.0M |
| Prairieview Wealth Partners, LLC | 8.39% | Add +3.0% | 115,069 | $6.9M |
| USAdvisors Wealth Management, LLC | 2.38% | Add +14.5% | 114,349 | $6.8M |
| Campbell Deegan Wealth Management, LLC | 7.67% | Add +68.7% | 111,708 | $6.7M |
| Cooper Financial Group | 0.87% | Add +14.5% | 110,180 | $6.6M |
| Hughes Financial Services, LLC | 1.28% | Add +93.5% | 109,107 | $6.5M |
| Orrstown Financial Services Inc. | 1.47% | Add +18.3% | 103,536 | $6.2M |
| Oak Wealth Advisors LLC | 4.57% | Add +27.3% | 103,515 | $6.2M |
| Planned Solutions, Inc. | 2.43% | Add +3.0% | 99,286 | $5.9M |
| Milestone Investment Advisors LLC | 1.63% | Add +4.4% | 98,359 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +48.2% | 96,446 | $5.8M |
| Tyler-Stone Wealth Management | 0.99% | Add +56.9% | 92,109 | $5.5M |
| Capital A Wealth Management, LLC | 5.58% | New | 89,163 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 87,534 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -8.3% | 84,838 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -8.3% | 84,838 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +65.0% | 83,440 | $5.0M |
| Marshall & Sterling Wealth Advisors Inc. | 3.32% | Add +6.5% | 81,945 | $4.9M |
| Oppenheimer & Co. Inc. | 0.07% | New | 81,467 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +13.7% | 80,796 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Add +1018.8% | 79,413 | $4.7M |
| Fiduciary Alliance LLC | 0.46% | Add +4.7% | 78,743 | $4.7M |
| Palumbo Wealth Management LLC | 1.53% | Add +36.3% | 76,494 | $4.6M |
| Napatree Capital LLC | 2.55% | Add +14.6% | 76,051 | $4.5M |
| Lionsbridge Wealth Management LLC | 3.82% | Reduce -5.9% | 72,083 | $4.3M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -35.6% | 68,045 | $4.2M |
| Echo Wealth Management, LLC | 2.83% | Add +25.8% | 70,246 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.60% | Reduce -25.8% | 69,781 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1309.6% | 68,705 | $4.1M |
| Gotham Asset Management | 0.03% | New | 66,319 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +42.7% | 65,975 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +49.2% | 65,941 | $3.9M |
| Clear Creek Financial Management, LLC | 0.40% | Add +57.6% | 65,315 | $3.9M |
| Financial Management Professionals, Inc. | 0.49% | Add +50.1% | 64,725 | $3.9M |
| Renasant Bank | 2.49% | Add +1.0% | 63,028 | $3.8M |
| Harbor Investment Advisory, LLC | 0.37% | Add +4.3% | 62,911 | $3.8M |
| Cordgrass Capital Advisors, LLC | 1.07% | Add +48.4% | 62,835 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +18.1% | 62,659 | $3.7M |
| Penney Financial, LLC | 2.37% | Add +4.6% | 60,590 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +4.1% | 60,530 | $3.6M |
| Mach-1 Financial Group, LLC | 1.04% | Add +1078.0% | 58,111 | $3.5M |
| Brown Financial Advisors | 1.42% | Reduce -39.2% | 57,673 | $3.4M |
| Integrity Investment Advisors, LLC | 3.08% | — | 56,572 | $3.4M |
| Firestone Capital Management | 0.88% | Add +38.4% | 56,484 | $3.4M |
| Kennedy Investment Group, Inc. | 1.47% | Add +12.6% | 52,973 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +49.9% | 51,635 | $3.1M |
| Secured Retirement Advisors, LLC | 1.96% | New | 50,990 | $3.0M |
| Retirement Guys Formula LLC | 1.50% | Add +4.5% | 50,528 | $3.0M |
| Archford Capital Strategies, LLC | 0.44% | Add +1224.8% | 50,076 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +369.4% | 49,833 | $3.0M |
| Milestone Asset Management, LLC | 0.59% | New | 46,231 | $2.8M |
| Bright Futures Wealth Management, LLC. | 3.05% | Reduce -6.7% | 47,643 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +142.5% | 45,225 | $2.7M |
| MAI Capital Management | 0.02% | Add +54.1% | 43,873 | $2.6M |
| Park Place Capital Corp | 0.71% | Reduce -0.4% | 43,785 | $2.6M |
| Shore Point Advisors, LLC | 1.38% | Reduce -1.3% | 43,715 | $2.6M |
| Old Mission Capital LLC | 0.05% | New | 43,029 | $2.6M |
| Mattson Financial Services, LLC | 0.77% | Reduce -51.9% | 42,752 | $2.6M |
| Strategic Financial Concepts, LLC | 0.46% | Add +21.8% | 41,468 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.16% | Reduce -41.2% | 41,199 | $2.5M |
| HBW Advisory Services LLC | 0.35% | Add +17.6% | 41,198 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Add +401.5% | 40,821 | $2.4M |
| Sprinkle Financial Consultants LLC | 1.55% | Add +473.8% | 40,811 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +43.0% | 40,321 | $2.4M |
| Evolution Wealth Advisors, LLC | 0.39% | Add +48.4% | 39,550 | $2.4M |
| Townsquare Capital LLC | 0.02% | Add +10.5% | 37,705 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +6.7% | 37,228 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +101.4% | 37,179 | $2.2M |
| Grant Private Wealth Management Inc | 2.39% | Add +50.9% | 37,149 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +19.3% | 36,238 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +18.4% | 36,190 | $2.2M |
| Coordinated Financial Services, Inc. | 1.68% | — | 36,181 | $2.2M |
| Smallwood Wealth Investment Management, LLC | 1.34% | Add +63.3% | 35,751 | $2.1M |
| Apexium Financial, LP | 0.13% | Add +102.6% | 35,655 | $2.1M |
| Financial Advocates Investment Management | 0.15% | Add +36.0% | 34,715 | $2.1M |
| Denver PWM, LLC | 0.74% | Add +5.6% | 34,372 | $2.1M |
| IAG Wealth Partners, LLC | 0.32% | Add +1.8% | 34,312 | $2.0M |
| Paladin Advisory Group, LLC | 1.61% | Add +675.8% | 33,788 | $2.0M |
| Sincerus Advisory, LLC | 2.10% | Add +14.8% | 33,377 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +8.4% | 32,388 | $1.9M |
| Smartleaf Asset Management LLC | 0.18% | Add +1.4% | 31,072 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +11.7% | 30,078 | $1.8M |
| Farther Finance Advisors, LLC | 0.04% | New | 29,470 | $1.8M |
| Moneco Advisors, LLC | 0.18% | Add +85.9% | 29,224 | $1.7M |
| Convergence Financial, LLC | 0.33% | Add +3.9% | 28,132 | $1.7M |
| Avestar Capital, LLC | 0.16% | Add +72.4% | 27,780 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +73.2% | 27,635 | $1.6M |
| Cahill Financial Advisors Inc. | 0.21% | Add +8.0% | 26,425 | $1.6M |
| Vienna Asset Management LLC | 1.23% | Add +25.5% | 26,204 | $1.6M |
| Purkiss Capital Advisors LLC | 1.14% | Add +13.6% | 25,212 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Add +79.8% | 24,940 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +40.5% | 24,106 | $1.4M |
| DeDora Capital, Inc. | 0.40% | Add +24.5% | 23,161 | $1.4M |
| Mayfair Advisory Group, LLC | 0.79% | Add +30.1% | 22,943 | $1.4M |
| John W. Brooker & Co., CPAs | 0.54% | Add +19.0% | 21,787 | $1.3M |
| Summit Wealth Partners, LLC | 0.26% | Add +89.5% | 21,417 | $1.3M |
| Paladin Wealth, LLC | 1.15% | Reduce -33.7% | 21,374 | $1.3M |
| MN Wealth Advisors, LLC | 0.75% | Add +38.5% | 21,295 | $1.3M |
| Mutual Advisors, LLC | 0.04% | New | 21,218 | $1.3M |
| Security National Bank | 0.23% | Add +0.0% | 20,234 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.16% | No change | 19,565 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +3.4% | 19,439 | $1.2M |
| Wick Capital Partners, LLC | 0.34% | New | 19,074 | $1.1M |
| WNY Asset Management, LLC | 0.13% | Add +124.9% | 18,897 | $1.1M |
| Semus Wealth Partners LLC | 0.77% | Add +22.2% | 18,417 | $1.1M |
| Members Wealth LLC | 0.83% | Reduce -26.5% | 18,356 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +37.4% | 18,230 | $1.1M |
| Lakeridge Wealth Management LLC | 0.52% | Add +21.5% | 17,468 | $1.0M |
| Smith, Moore & Co. | 0.10% | Reduce -13.9% | 17,317 | $1.0M |
| Breakwater Capital Group | 0.18% | Add +31.7% | 17,304 | $1.0M |
| &partners | 0.01% | New | 16,800 | $1.0M |
| Legacy Wealth Managment, LLC | 0.71% | Reduce -7.1% | 16,286 | $972K |
| Integras Partners LLC | 0.92% | Reduce -3.0% | 16,078 | $960K |
| Insight 2811, Inc. | 0.48% | Add +95.1% | 15,930 | $951K |
| NCM Capital Management, LLC | 0.41% | Add +14.8% | 15,349 | $916K |
| Partners Wealth Management, LLC | 1.03% | Add +28.6% | 15,231 | $909K |
| Benjamin Edwards Inc. | 0.01% | Add +8.3% | 15,164 | $905K |
| Martin Worley Group | 0.51% | Reduce -21.7% | 15,019 | $896K |
| Total Clarity Wealth Management, Inc. | 0.29% | No change | 14,425 | $895K |
| Blue Trust, Inc. | 0.01% | Add +157.2% | 14,350 | $856K |
| Hilltop Holdings Inc. | 0.05% | Reduce -0.2% | 14,131 | $843K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +80.0% | 13,659 | $815K |
| Nvwm, LLC | 0.22% | Reduce -3.2% | 13,654 | $815K |
| Plan Group Financial, LLC | 0.29% | Add +0.0% | 13,418 | $801K |
| Mechanics Bank Trust Department | 0.11% | Add +43.3% | 13,255 | $791K |
| Allen Capital Group, LLC | 0.09% | Add +136.0% | 12,829 | $766K |
| Interchange Capital Partners, LLC | 0.21% | Add +25.8% | 12,516 | $747K |
| Comerica Bank | 0.00% | Add +4.9% | 12,508 | $746K |
| Cozad Asset Management Inc. | 0.07% | Add +27.0% | 12,186 | $727K |
| First Trust Advisors LP | 0.00% | New | 11,670 | $696K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 11,517 | $687K |
| Tradewinds, LLC. | 0.19% | No change | 11,400 | $680K |
| Fortis Group Advisors, LLC | 0.13% | New | 11,350 | $677K |
| Strategic Blueprint, LLC | 0.04% | Add +144.3% | 11,240 | $671K |
| Indie Asset Partners, LLC | 0.58% | Reduce -8.8% | 11,214 | $669K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +0.8% | 10,900 | $651K |
| Transcend Capital Advisors, LLC | 0.05% | Add +129.5% | 10,570 | $631K |
| Pennsylvania Capital Management Inc. | 0.23% | Reduce -89.0% | 10,482 | $626K |
| Pinnacle Associates Ltd. | 0.01% | New | 10,050 | $600K |
| Waterloo Capital, L.P. | 0.05% | Reduce -1.3% | 9,708 | $579K |
| Capital Analysts, LLC | 0.02% | Add +305.3% | 9,622 | $574K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -80.4% | 10,393 | $557K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.0% | 9,177 | $548K |
| Comprehensive Financial Planning, Inc. | 0.52% | Add +105.3% | 8,908 | $532K |
| Essex Bank | 0.13% | Add +2.9% | 8,797 | $525K |
| Stephens Inc. | 0.01% | Add +1.6% | 8,795 | $525K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -5.7% | 8,652 | $516K |
| JSF Financial, LLC | 0.13% | Add +0.1% | 8,315 | $496K |
| StoneX Group Inc. | 0.03% | Add +48.9% | 8,249 | $492K |
| Private Wealth Partners, LLC | 0.04% | New | 8,000 | $477K |
| Ancora Advisors LLC | 0.01% | Reduce -23.6% | 7,839 | $468K |
| Fulton Bank, N.A. | 0.02% | New | 7,691 | $459K |
| Ignite Planners, LLC | 0.09% | Reduce -23.0% | 7,662 | $456K |
| Focus Financial Network, Inc. | 0.02% | Reduce -58.7% | 7,634 | $456K |
| Clearstead Advisors, LLC | 0.01% | New | 7,365 | $440K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,258 | $433K |
| Prevail Innovative Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 7,242 | $432K |
| CAP Partners, LLC | 0.31% | Add +17.9% | 7,139 | $426K |
| Golden State Wealth Management, LLC | 0.06% | Add +292.9% | 7,111 | $424K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.9% | 7,042 | $420K |
| Resurgent Financial Advisors LLC | 0.25% | Add +5.0% | 6,928 | $413K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +44.1% | 6,984 | $411K |
| Baker Tilly Wealth Management, LLC | 0.16% | New | 6,858 | $409K |
| Private Trust Co. NA | 0.04% | Reduce -1.1% | 6,799 | $406K |
| Hall Capital Management Co. Inc. | 0.18% | No change | 6,614 | $395K |
| Yarger Wealth Strategies, LLC | 0.23% | New | 6,547 | $391K |
| IFP Advisors, Inc | 0.01% | Add +87.0% | 6,497 | $388K |
| Reyes Financial Architecture, Inc. | 0.29% | Add +15.5% | 6,494 | $388K |
| Oakworth Capital, Inc. | 0.03% | New | 6,338 | $378K |
| Axis Wealth Partners, LLC | 0.28% | Add +11.4% | 6,244 | $373K |
| BCGM Wealth Management, LLC | 0.11% | Add +4.6% | 6,093 | $364K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +18.5% | 6,080 | $363K |
| Consolidated Portfolio Review Corp | 0.06% | Add +17.1% | 5,913 | $353K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 5,790 | $346K |
| Allred Capital Management, LLC | 0.14% | Reduce -8.0% | 5,734 | $342K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 5,671 | $338K |
| WESPAC Advisors, LLC | 0.27% | Reduce -5.1% | 5,544 | $331K |
| Madison Wealth Partners, Inc | 0.08% | Add +17.0% | 5,521 | $330K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | New | 5,387 | $322K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -99.5% | 5,189 | $310K |
| Bank of Marin | 0.39% | Reduce -37.1% | 5,164 | $308K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 4,830 | $288K |
| AdvisorNet Financial, Inc | 0.02% | Add +9346.0% | 4,723 | $282K |
| Arbor Investment Advisors, LLC | 0.04% | New | 4,707 | $281K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,585 | $274K |
| Lanark Financial, Inc. | 0.02% | — | 4,544 | $271K |
| Stephens Consulting, LLC | 0.07% | Reduce -94.9% | 4,386 | $262K |
| Valmark Advisers, Inc. | 0.00% | New | 4,363 | $260K |
| Fortis Advisors, LLC | 0.16% | New | 4,101 | $245K |
| Creative Planning | 0.00% | New | 4,067 | $243K |
| Financial Network Wealth Advisors LLC | 0.31% | Add +1018.2% | 3,992 | $238K |
| New Republic Capital, LLC | 0.10% | No change | 3,870 | $231K |
| Ehrlich Financial Group | 0.16% | New | 3,752 | $224K |
| Pasadena Private Wealth, LLC | 0.04% | New | 3,750 | $224K |
| Oak Harvest Investment Services | 0.03% | No change | 3,720 | $222K |
| Monterey Private Wealth, Inc. | 0.06% | Add +0.1% | 3,669 | $219K |
| Maia Wealth LLC | 0.05% | No change | 3,637 | $213K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.5% | 3,410 | $204K |
| Ulland Investment Advisors, LLC | 0.17% | New | 3,370 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +65.9% | 3,183 | $190K |
| First PREMIER Bank | 0.05% | Add +500.0% | 3,000 | $179K |
| Cedar Mountain Advisors, LLC | 0.04% | Reduce -21.1% | 2,955 | $176K |
| Whipplewood Advisors, LLC | 0.10% | Add +2143.3% | 63,329 | $171K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,724 | $163K |
| Stonebridge Financial Group, LLC | 0.01% | New | 2,317 | $138K |
| CoreCap Advisors, LLC | 0.01% | Add +794.8% | 2,246 | $134K |
| Lowe Wealth Advisors, LLC | 0.05% | Add +39.6% | 2,095 | $125K |
| AE Wealth Management LLC | 0.00% | Add +52.2% | 1,679 | $100K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $90K |
| Compass Financial Services Inc | 0.03% | New | 1,075 | $64K |
| Assetmark, Inc. | 0.00% | No change | 718 | $43K |
| Harbour Investments, Inc. | 0.00% | No change | 647 | $39K |
| Parallel Advisors, LLC | 0.00% | New | 500 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.9% | 464 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1179.4% | 435 | $26K |
| Vision Financial Markets LLC | 0.03% | New | 408 | $24K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -55.4% | 400 | $24K |
| Sierra Ocean, LLC | 0.02% | New | 353 | $21K |
| Wells Fargo & Company | 0.00% | Add +288.9% | 350 | $21K |
| Ameriflex Group, Inc. | 0.01% | New | 307 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.8% | 284 | $17K |
| Morgan Stanley | 0.00% | New | 236 | $14K |
| Accredited Wealth Management, LLC | 0.01% | No change | 175 | $10K |
| Burkett Financial Services, LLC | 0.00% | No change | 79 | $5K |
| Bessemer Group Inc. | 0.00% | New | 65 | $4K |
| FMR LLC | 0.00% | No change | 66 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 60 | $4K |
| Hurley Capital, LLC | 0.00% | New | 42 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 33 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 25 | $2K |
| Bank of Montreal | 0.00% | New | 24 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| Roble, Belko & Company, Inc | 0.00% | New | 13 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 15 | $896 |
| Nemes Rush Group LLC | 0.00% | New | 13 | $776 |
| Cornerstone Planning Group LLC | 0.00% | New | 12 | $701 |
| Tidemark, LLC | 0.00% | Reduce -83.7% | 8 | $477 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $300 |
| Allworth Financial LP | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.