JPMorgan Hedged Equity ETFHELOETF
13F holders, Q2 2025 (June 30)324holders +26
48new positions
22sold out
3famous investors
$62.60avg. 13F price*
At the end of Q2 2025, 324 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 26 from Q1 2025. 48 opened new positions and 22 sold out. The largest holders were Osaic Holdings, Inc. ($188.3M), Envestnet Asset Management Inc. ($160.5M) and LPL Financial LLC ($149.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $243.8M |
| Exits | 22 | $31.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,463,903 shares bought and 3,098,813 shares sold, net +6,365,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Osaic Holdings, Inc. | 0.34% | Add +1.1% | 3,008,402 | $188.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +14.5% | 2,566,323 | $160.5M |
| LPL Financial LLC | 0.05% | Add +22.2% | 2,392,954 | $149.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.92% | Add +14.2% | 2,163,590 | $135.4M |
| Royal Bank of Canada | 0.02% | Add +293.7% | 1,813,641 | $113.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +26.6% | 1,777,086 | $111.9M |
| Bank of America Corp. | 0.01% | Add +24.9% | 1,677,251 | $105.0M |
| Raymond James Financial Inc. | 0.03% | Add +9.7% | 1,591,028 | $99.6M |
| Bank of New York Mellon Corp | 0.02% | New | 1,498,016 | $93.7M |
| Cetera Investment Advisers | 0.15% | Reduce -6.6% | 1,415,651 | $88.6M |
| HighTower Advisors, LLC | 0.10% | Add +50.5% | 1,229,193 | $76.9M |
| CGC Financial Services, LLC | 22.63% | Add +1.5% | 1,071,012 | $67.0M |
| Legacy Financial Group LLC | 8.53% | Add +6.6% | 976,253 | $61.1M |
| Rwa Wealth Partners, LLC | 0.68% | New | 873,399 | $54.7M |
| Gradient Investments LLC | 0.90% | Add +0.5% | 786,491 | $49.2M |
| Focus Partners Wealth | 0.09% | Add +3.4% | 694,694 | $43.5M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -6.6% | 593,021 | $37.1M |
| Peterson Wealth Advisors, LLC | 6.09% | Add +1.9% | 589,884 | $36.9M |
| UBS Group AG | 0.01% | Reduce -26.3% | 579,638 | $36.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.2% | 567,530 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -5.9% | 484,487 | $30.3M |
| MML Investors Services, LLC | 0.08% | Add +6.7% | 456,905 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 425,936 | $26.7M |
| Mariner, LLC | 0.03% | Add +46.3% | 358,332 | $22.4M |
| HUB Investment Partners, LLC | 0.70% | Add +1.8% | 319,356 | $20.0M |
| CPC Advisors, LLC | 2.40% | Reduce -35.1% | 305,906 | $19.1M |
| Signaturefd, LLC | 0.32% | Reduce -16.7% | 300,354 | $18.8M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +81.5% | 270,280 | $16.9M |
| Cary Street Partners Financial LLC | 0.47% | Add +5.7% | 269,187 | $16.8M |
| Leo Wealth, LLC | 1.30% | New | 267,931 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +13.0% | 263,510 | $16.5M |
| Legacy CG, LLC | 4.85% | Reduce -32.7% | 259,826 | $16.3M |
| Patten & Patten Inc. | 1.04% | Reduce -6.9% | 257,719 | $16.1M |
| Carr Financial Group Corp | 4.75% | Reduce -31.3% | 257,354 | $16.1M |
| Private Advisor Group, LLC | 0.09% | Add +7.3% | 254,894 | $16.0M |
| HTG Investment Advisors, Inc. | 5.65% | Add +9.5% | 242,683 | $15.2M |
| SK Wealth Management, LLC | 6.54% | Reduce -3.9% | 239,643 | $15.1M |
| CreativeOne Wealth, LLC | 0.37% | Add +4.4% | 226,122 | $14.2M |
| SouthState Bank Corp | 0.61% | Reduce -8.9% | 223,759 | $14.0M |
| CENTRAL TRUST Co | 0.32% | Reduce -18.8% | 222,442 | $13.9M |
| Advisory Services Network, LLC | 0.22% | Add +84.5% | 215,388 | $13.6M |
| Longview Financial Advisors LLC | 8.22% | Add +8.2% | 209,635 | $13.1M |
| WealthPlan Investment Management, LLC | 0.95% | Add +41.5% | 208,109 | $13.0M |
| Investment Planning Advisors, Inc. | 4.50% | New | 203,442 | $12.7M |
| Campbell Deegan Wealth Management, LLC | 11.76% | Add +70.8% | 190,788 | $11.9M |
| Capital Planning Advisors, LLC | 1.75% | Add +4.4% | 190,694 | $11.9M |
| Visionary Wealth Advisors | 0.61% | Add +4.1% | 189,967 | $11.9M |
| Aspire Capital Advisors LLC | 3.27% | Add +4.6% | 189,205 | $11.8M |
| United Capital Financial Advisors, LLC | 0.09% | Add +54.8% | 182,588 | $11.4M |
| Philip James Wealth Mangement, LLC | 1.42% | Add +0.7% | 171,625 | $10.7M |
| Avior Wealth Management, LLC | 0.37% | New | 169,089 | $10.6M |
| Skyline Advisors, Inc. | 3.81% | Reduce -11.8% | 165,017 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -1.3% | 156,661 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +141.9% | 151,593 | $9.5M |
| Daymark Wealth Partners, LLC | 0.35% | Add +1.0% | 148,616 | $9.3M |
| Curtis Advisory Group, LLC | 2.25% | Add +6.3% | 143,055 | $9.0M |
| USAdvisors Wealth Management, LLC | 3.33% | Add +25.1% | 143,068 | $8.9M |
| Waverly Advisors, LLC | 0.10% | Reduce -6.4% | 140,702 | $8.8M |
| Avaii Wealth Management, LLC | 3.87% | Reduce -16.0% | 139,224 | $8.7M |
| Aire Advisors, LLC | 1.65% | Add +7.9% | 136,356 | $8.5M |
| Lifelong Wealth Advisors, Inc. | 2.83% | New | 135,947 | $8.5M |
| Crewe Advisors LLC | 1.18% | New | 132,739 | $8.3M |
| Redhawk Wealth Advisors, Inc. | 1.02% | Reduce -35.4% | 129,683 | $8.1M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +2.2% | 126,343 | $7.9M |
| Brookstone Capital Management | 0.10% | Reduce -2.5% | 123,919 | $7.8M |
| Hughes Financial Services, LLC | 1.28% | Add +7.9% | 117,767 | $7.4M |
| Alaska Permanent Capital Management, LLC | 0.56% | New | 116,202 | $7.3M |
| Old Mission Capital LLC | 0.19% | Add +166.6% | 114,697 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.3% | 113,119 | $7.1M |
| WealthPLAN Partners, LLC | 1.14% | Reduce -33.7% | 113,065 | $7.1M |
| Orrstown Financial Services Inc. | 1.49% | Add +9.0% | 112,858 | $7.1M |
| Planned Solutions, Inc. | 2.54% | Add +6.4% | 105,657 | $6.6M |
| Prairieview Wealth Partners, LLC | 6.86% | Reduce -8.2% | 105,617 | $6.6M |
| Tyler-Stone Wealth Management | 1.04% | Add +12.5% | 103,617 | $6.5M |
| Moneco Advisors, LLC | 0.60% | Add +251.3% | 102,675 | $6.4M |
| Cooper Financial Group | 0.74% | Reduce -8.3% | 101,052 | $6.3M |
| Oak Wealth Advisors LLC | 4.00% | Reduce -3.8% | 99,614 | $6.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +20.3% | 97,960 | $6.1M |
| Milestone Investment Advisors LLC | 1.56% | Reduce -2.8% | 95,587 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.6% | 88,760 | $5.6M |
| Echo Wealth Management, LLC | 3.23% | Add +20.0% | 84,270 | $5.3M |
| Palumbo Wealth Management LLC | 1.63% | Add +9.8% | 83,999 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Add +4.1% | 82,689 | $5.2M |
| Bradley Foster & Sargent Inc. | 0.08% | New | 79,662 | $5.0M |
| Apexium Financial, LP | 0.26% | Add +120.1% | 78,491 | $4.9M |
| Fiduciary Alliance LLC | 0.37% | Reduce -0.8% | 78,131 | $4.9M |
| Park Place Capital Corp | 1.08% | Add +73.8% | 76,084 | $4.8M |
| &partners | 0.04% | Add +335.2% | 73,108 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +46.7% | 73,096 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.7% | 71,269 | $4.5M |
| Per Stirling Capital Management, LLC. | 0.58% | Add +1.1% | 70,515 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -13.3% | 70,028 | $4.4M |
| Cordgrass Capital Advisors, LLC | 1.15% | Add +8.7% | 68,279 | $4.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +2.1% | 67,367 | $4.2M |
| Gotham Asset Management | 0.02% | No change | 66,319 | $4.2M |
| Clear Creek Financial Management, LLC | 0.39% | Add +1.4% | 66,231 | $4.1M |
| Harbor Investment Advisory, LLC | 0.36% | Add +2.9% | 64,725 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.6% | 64,210 | $4.0M |
| Financial Management Professionals, Inc. | 0.45% | Reduce -2.2% | 63,306 | $4.0M |
| Mach-1 Financial Group, LLC | 1.15% | Add +8.6% | 63,118 | $4.0M |
| Renasant Bank | 2.59% | Reduce -1.7% | 61,949 | $3.9M |
| Archford Capital Strategies, LLC | 0.48% | Add +20.4% | 60,286 | $3.8M |
| Atria Investments, Inc | 0.04% | New | 59,992 | $3.8M |
| Firestone Capital Management | 0.88% | Add +5.6% | 59,640 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -32.8% | 58,828 | $3.7M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -2.9% | 58,795 | $3.7M |
| Penney Financial, LLC | 1.82% | Reduce -5.6% | 57,198 | $3.6M |
| Integrity Investment Advisors, LLC | 2.74% | Add +0.7% | 56,962 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +9.8% | 56,679 | $3.5M |
| Brown Financial Advisors | 1.37% | Reduce -2.4% | 56,268 | $3.5M |
| Strategic Financial Concepts, LLC | 0.49% | Add +33.8% | 55,483 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +47.5% | 54,839 | $3.4M |
| Smallwood Wealth Investment Management, LLC | 1.89% | Add +48.1% | 52,960 | $3.3M |
| MAI Capital Management | 0.02% | Add +15.6% | 50,736 | $3.2M |
| Coppell Advisory Solutions LLC | 0.37% | Add +378.9% | 49,769 | $3.1M |
| DeDora Capital, Inc. | 0.79% | Add +108.9% | 48,376 | $3.0M |
| Kennedy Investment Group, Inc. | 1.28% | Reduce -9.0% | 48,220 | $3.0M |
| Retirement Guys Formula LLC | 1.14% | Reduce -4.8% | 48,087 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Add +375.5% | 47,790 | $3.0M |
| Foundations Investment Advisors, LLC | 0.05% | Add +16.8% | 47,108 | $2.9M |
| Shore Point Advisors, LLC | 1.33% | Add +1.3% | 44,273 | $2.8M |
| N.E.W. Advisory Services LLC | 0.26% | Reduce -88.4% | 43,398 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +3.2% | 42,531 | $2.7M |
| Mattson Financial Services, LLC | 0.71% | Reduce -1.2% | 42,244 | $2.6M |
| Coordinated Financial Services, Inc. | 1.81% | — | 41,238 | $2.6M |
| Harbour Investments, Inc. | 0.06% | Add +6068.5% | 39,910 | $2.5M |
| Citadel Advisors | 0.00% | New | 39,785 | $2.5M |
| Evolution Wealth Advisors, LLC | 0.36% | Add +0.0% | 39,555 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.20% | Add +580.3% | 39,388 | $2.5M |
| RFG Advisory, LLC | 0.06% | New | 39,075 | $2.4M |
| Paladin Advisory Group, LLC | 1.82% | Add +12.7% | 38,066 | $2.4M |
| Denver PWM, LLC | 0.71% | Add +6.6% | 36,638 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -4.3% | 35,646 | $2.2M |
| Renaissance Technologies | 0.00% | New | 35,500 | $2.2M |
| BLVD Private Wealth, LLC | 2.09% | — | 35,474 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.31% | Reduce -16.0% | 34,275 | $2.1M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -51.2% | 33,200 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.0% | 33,022 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +27.0% | 31,663 | $2.0M |
| IAG Wealth Partners, LLC | 0.26% | Reduce -8.6% | 31,355 | $2.0M |
| Convergence Financial, LLC | 0.33% | Add +9.0% | 30,652 | $1.9M |
| Purkiss Capital Advisors LLC | 1.06% | Add +21.1% | 30,538 | $1.9M |
| HBW Advisory Services LLC | 0.23% | Reduce -26.3% | 30,371 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -16.4% | 30,302 | $1.9M |
| Secured Retirement Advisors, LLC | 1.11% | Reduce -41.6% | 29,759 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -28.6% | 29,160 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -65.6% | 28,723 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +18.8% | 28,629 | $1.8M |
| Sincerus Advisory, LLC | 1.65% | Reduce -17.1% | 27,669 | $1.8M |
| Stephens Inc. | 0.02% | Add +216.0% | 27,795 | $1.7M |
| IFG Advisory, LLC | 0.09% | New | 27,736 | $1.7M |
| Summit Wealth Partners, LLC | 0.33% | Add +28.1% | 27,435 | $1.7M |
| Mayfair Advisory Group, LLC | 0.80% | Add +16.5% | 26,720 | $1.7M |
| Yarger Wealth Strategies, LLC | 0.85% | Add +297.4% | 26,017 | $1.6M |
| Compass Financial Services Inc | 0.77% | Add +2266.6% | 25,441 | $1.6M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -10.7% | 23,599 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +260.9% | 23,451 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Add +105.5% | 23,097 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -24.2% | 22,808 | $1.4M |
| Legacy Investment Solutions, LLC | 0.74% | — | 22,284 | $1.4M |
| Legacy Wealth Managment, LLC | 0.74% | Add +36.8% | 22,284 | $1.4M |
| Paladin Wealth, LLC | 1.04% | Reduce -0.1% | 21,358 | $1.3M |
| MN Wealth Advisors, LLC | 0.77% | Reduce -0.9% | 21,109 | $1.3M |
| WNY Asset Management, LLC | 0.14% | Add +9.8% | 20,757 | $1.3M |
| Mascagni Wealth Management, Inc. | 1.08% | Add +3.4% | 20,230 | $1.3M |
| NCM Capital Management, LLC | 0.51% | Add +30.3% | 20,003 | $1.3M |
| Milestone Asset Management, LLC | 0.25% | Reduce -58.5% | 19,200 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.16% | Reduce -1.9% | 19,063 | $1.2M |
| Semus Wealth Partners LLC | 0.77% | Add +3.1% | 18,980 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -32.9% | 18,556 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +441.0% | 18,447 | $1.2M |
| NorthCoast Asset Management LLC | 0.00% | New | 18,310 | $1.1M |
| Lakeridge Wealth Management LLC | 0.53% | Add +4.5% | 18,258 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 18,230 | $1.1M |
| Marshall & Sterling Wealth Advisors Inc. | 0.76% | Reduce -78.0% | 18,041 | $1.1M |
| Security National Bank | 0.19% | Reduce -11.8% | 17,854 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +210.4% | 17,603 | $1.1M |
| Interchange Capital Partners, LLC | 0.24% | Add +35.1% | 16,905 | $1.1M |
| Vise Technologies, Inc. | 0.04% | — | 15,850 | $992K |
| Martin Worley Group | 0.48% | Add +3.5% | 15,545 | $973K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +34.7% | 15,513 | $971K |
| Benjamin Edwards Inc. | 0.01% | No change | 15,164 | $949K |
| Hicks Capital Management LLC | 1.46% | New | 14,795 | $926K |
| Partners Wealth Management, LLC | 1.04% | No change | 15,231 | $911K |
| Blue Trust, Inc. | 0.01% | Add +0.2% | 14,373 | $899K |
| Family Capital Management, Inc. | 0.47% | New | 14,324 | $896K |
| Plan Group Financial, LLC | 0.29% | Add +6.1% | 14,240 | $891K |
| Cozad Asset Management Inc. | 0.08% | Add +16.2% | 14,156 | $886K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.8% | 14,133 | $884K |
| Mechanics Bank Trust Department | 0.13% | Add +5.6% | 14,000 | $876K |
| Nvwm, LLC | 0.21% | Add +1.4% | 13,839 | $866K |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -5.8% | 13,594 | $851K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 13,574 | $849K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 13,442 | $841K |
| Modern Wealth Management, LLC | 0.02% | Reduce -94.7% | 12,992 | $813K |
| Allen Capital Group, LLC | 0.08% | Reduce -0.2% | 12,805 | $801K |
| Avestar Capital, LLC | 0.06% | Reduce -54.5% | 12,646 | $791K |
| Breakwater Capital Group | 0.13% | Reduce -27.1% | 12,619 | $790K |
| YHB Investment Advisors, Inc. | 0.06% | New | 12,549 | $785K |
| Baker Tilly Wealth Management, LLC | 0.28% | Add +81.7% | 12,460 | $780K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -59.3% | 11,998 | $751K |
| Fortis Group Advisors, LLC | 0.14% | Add +4.4% | 11,851 | $750K |
| Allegheny Financial Group | 0.16% | New | 11,777 | $737K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +7.1% | 11,675 | $731K |
| Geneos Wealth Management Inc. | 0.02% | New | 11,324 | $709K |
| Koshinski Asset Management, Inc. | 0.05% | New | 11,160 | $698K |
| Lionsbridge Wealth Management LLC | 0.69% | Reduce -84.7% | 11,058 | $692K |
| Hilltop Holdings Inc. | 0.04% | Reduce -22.4% | 10,961 | $686K |
| Financial Advocates Investment Management | 0.06% | Reduce -68.6% | 10,912 | $683K |
| Simplicity Wealth,LLC | 0.03% | New | 10,848 | $679K |
| Capital Analysts, LLC | 0.02% | Add +12.6% | 10,831 | $678K |
| Good Life Advisors, LLC | 0.04% | New | 10,705 | $670K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.7% | 10,147 | $635K |
| JSF Financial, LLC | 0.15% | Add +21.9% | 10,134 | $634K |
| Vienna Asset Management LLC | 0.44% | Reduce -61.5% | 10,101 | $632K |
| Pennsylvania Capital Management Inc. | 0.20% | Reduce -4.1% | 10,048 | $629K |
| Comerica Bank | 0.00% | Reduce -21.6% | 9,813 | $614K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.2% | 9,749 | $610K |
| Fulton Bank, N.A. | 0.02% | Add +25.0% | 9,611 | $601K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +192.6% | 9,312 | $583K |
| Tradition Wealth Management, LLC | 0.05% | Add +5.7% | 9,142 | $572K |
| Madison Wealth Partners, Inc | 0.12% | Add +60.0% | 8,836 | $553K |
| Essex Bank | 0.13% | No change | 8,797 | $551K |
| Valmark Advisers, Inc. | 0.01% | Add +100.8% | 8,763 | $548K |
| Principal Securities, Inc. | 0.01% | New | 8,743 | $547K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.7% | 8,545 | $535K |
| First Trust Advisors LP | 0.00% | Reduce -29.7% | 8,206 | $514K |
| CAP Partners, LLC | 0.32% | Add +13.7% | 8,116 | $508K |
| Private Wealth Partners, LLC | 0.04% | No change | 8,000 | $501K |
| SageView Advisory Group, LLC | 0.02% | New | 7,760 | $492K |
| Global Retirement Partners, LLC | 0.01% | — | 7,708 | $482K |
| Private Trust Co. NA | 0.05% | Add +13.0% | 7,684 | $481K |
| Golden State Wealth Management, LLC | 0.06% | Add +8.0% | 7,682 | $481K |
| Arkadios Wealth Advisors | 0.01% | Add +6.9% | 7,527 | $471K |
| StoneX Group Inc. | 0.02% | Reduce -9.2% | 7,489 | $469K |
| Axis Wealth Partners, LLC | 0.31% | Add +19.8% | 7,481 | $468K |
| Ancora Advisors LLC | 0.01% | Reduce -4.6% | 7,476 | $468K |
| Comprehensive Financial Planning, Inc. | 0.36% | Reduce -18.0% | 7,303 | $457K |
| Resurgent Financial Advisors LLC | 0.25% | Add +4.6% | 7,248 | $454K |
| Prevail Innovative Wealth Advisors, LLC | 0.10% | No change | 7,242 | $453K |
| McDonald Partners LLC | 0.11% | New | 7,000 | $438K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +0.1% | 6,989 | $437K |
| AdvisorNet Financial, Inc | 0.03% | Add +46.8% | 6,932 | $434K |
| Bank of Marin | 0.32% | Add +31.8% | 6,804 | $426K |
| Ignite Planners, LLC | 0.07% | Reduce -16.3% | 6,411 | $406K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 6,436 | $403K |
| Smith, Moore & Co. | 0.03% | Reduce -63.5% | 6,315 | $395K |
| BCGM Wealth Management, LLC | 0.11% | Add +2.1% | 6,219 | $389K |
| Arbor Investment Advisors, LLC | 0.05% | Add +30.4% | 6,140 | $384K |
| Consolidated Portfolio Review Corp | 0.05% | Add +3.5% | 6,118 | $383K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.1% | 5,893 | $369K |
| Marks Group Wealth Management, Inc | 0.03% | New | 5,839 | $365K |
| WESPAC Advisors, LLC | 0.25% | Add +3.6% | 5,745 | $360K |
| Investment Advisory Group, LLC | 0.11% | New | 5,730 | $359K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -81.7% | 5,691 | $356K |
| Alaska Wealth Advisors, LLC | 0.05% | New | 5,457 | $341K |
| Pasadena Private Wealth, LLC | 0.06% | Add +42.7% | 5,350 | $335K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.3% | 5,204 | $326K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -3.7% | 5,187 | $325K |
| AlphaCore Capital LLC | 0.01% | Add +8361.7% | 5,077 | $318K |
| Oakworth Capital, Inc. | 0.02% | Reduce -21.0% | 5,006 | $313K |
| First PREMIER Bank | 0.07% | Add +63.2% | 4,897 | $306K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 4,830 | $302K |
| Ehrlich Financial Group | 0.19% | Add +27.0% | 4,764 | $298K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +924.6% | 4,754 | $298K |
| IMS Capital Management | 0.14% | New | 4,668 | $292K |
| Merit Financial Group, LLC | 0.00% | New | 4,628 | $290K |
| Lewis Asset Management, LLC | 0.13% | New | 4,518 | $283K |
| Reyes Financial Architecture, Inc. | 0.24% | Reduce -31.8% | 4,431 | $277K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -16.3% | 4,346 | $272K |
| Waterloo Capital, L.P. | 0.02% | Reduce -57.0% | 4,177 | $261K |
| Fortis Advisors, LLC | 0.16% | Add +0.2% | 4,108 | $257K |
| Synovus Financial Corp. | 0.00% | New | 4,105 | $257K |
| Mutual Advisors, LLC | 0.01% | Reduce -80.9% | 4,047 | $257K |
| Whipplewood Advisors, LLC | 0.14% | Reduce -93.6% | 4,040 | $253K |
| Creative Planning | 0.00% | Reduce -2.1% | 3,983 | $249K |
| Freedom Investment Management, Inc. | 0.02% | New | 3,897 | $244K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 3,890 | $243K |
| New Republic Capital, LLC | 0.09% | No change | 3,870 | $242K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -89.4% | 3,820 | $239K |
| Maia Wealth LLC | 0.04% | No change | 3,637 | $228K |
| Perennial Investment Advisors, LLC | 0.02% | New | 3,530 | $221K |
| Wick Capital Partners, LLC | 0.06% | Reduce -97.5% | 467 | $213K |
| CoreCap Advisors, LLC | 0.01% | Add +49.1% | 3,349 | $210K |
| Claro Advisors Inc. | 0.03% | New | 3,300 | $207K |
| Financial Network Wealth Advisors LLC | 0.24% | Reduce -21.3% | 3,140 | $196K |
| Cedar Mountain Advisors, LLC | 0.04% | No change | 2,955 | $185K |
| Millstone Evans Group, LLC | 0.10% | New | 2,298 | $144K |
| Clearstead Trust, LLC | 0.03% | New | 2,111 | $132K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 2,095 | $131K |
| Ulland Investment Advisors, LLC | 0.11% | Reduce -38.6% | 2,070 | $130K |
| Bank of Montreal | 0.00% | Add +7854.2% | 1,909 | $119K |
| Centaurus Financial, Inc. | 0.01% | Reduce -31.4% | 1,870 | $117K |
| Morgan Stanley | 0.00% | Add +680.5% | 1,842 | $115K |
| Wells Fargo & Company | 0.00% | Add +355.7% | 1,595 | $100K |
| AE Wealth Management LLC | 0.00% | Reduce -6.0% | 1,579 | $99K |
| Key Financial Inc | 0.02% | New | 1,539 | $96K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $94K |
| Harbor Asset Planning, Inc. | 0.09% | — | 1,472 | $92K |
| Lanark Financial, Inc. | 0.01% | Reduce -68.3% | 1,440 | $90K |
| Parallel Advisors, LLC | 0.00% | Add +138.8% | 1,194 | $75K |
| Stephens Consulting, LLC | 0.02% | Reduce -75.9% | 1,057 | $66K |
| Assetmark, Inc. | 0.00% | Add +24.4% | 893 | $56K |
| Avion Wealth | 0.01% | New | 819 | $51K |
| Sierra Ocean, LLC | 0.02% | Add +40.8% | 497 | $31K |
| ORG Partners LLC | 0.01% | New | 473 | $30K |
| Ameriflex Group, Inc. | 0.01% | Add +46.9% | 451 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 435 | $27K |
| Vision Financial Markets LLC | 0.02% | Add +0.3% | 409 | $26K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 400 | $25K |
| Allworth Financial LP | 0.00% | Add +28200.0% | 283 | $18K |
| Accredited Wealth Management, LLC | 0.01% | No change | 175 | $11K |
| United Community Bank | 0.00% | New | 175 | $11K |
| US Bancorp \de | 0.00% | New | 175 | $11K |
| Concorde Financial Corp | 0.01% | New | 150 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -56.0% | 125 | $8K |
| FMR LLC | 0.00% | Reduce -25.8% | 49 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 13 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 15 | $939 |
| Tidemark, LLC | 0.00% | No change | 8 | $501 |
| Creative Financial Designs Inc. | 0.00% | New | 7 | $438 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $316 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.