JPMorgan Hedged Equity ETFHELOETF
13F holders, Q3 2025 (September 30)344holders +20
40new positions
18sold out
3famous investors
$64.99avg. 13F price*
At the end of Q3 2025, 344 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 20 from Q2 2025. 40 opened new positions and 18 sold out. The largest holders were Osaic Holdings, Inc. ($187.7M), Envestnet Asset Management Inc. ($179.9M) and LPL Financial LLC ($171.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $56.4M |
| Exits | 18 | $34.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,719,258 shares bought and 5,252,228 shares sold, net −532,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| Osaic Holdings, Inc. | 0.26% | Reduce -3.7% | 2,896,786 | $187.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.8% | 2,766,966 | $179.9M |
| LPL Financial LLC | 0.05% | Add +10.3% | 2,639,997 | $171.6M |
| Forvis Mazars Wealth Advisors, LLC | 3.09% | Add +10.6% | 2,393,885 | $155.6M |
| Bank of America Corp. | 0.01% | Add +22.4% | 2,053,130 | $133.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +8.2% | 1,922,662 | $124.9M |
| Bank of New York Mellon Corp | 0.02% | Add +16.6% | 1,746,667 | $113.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -13.5% | 1,376,602 | $89.5M |
| CGC Financial Services, LLC | 19.47% | Add +1.4% | 1,085,995 | $70.6M |
| Legacy Financial Group LLC | 8.18% | Reduce -1.6% | 961,084 | $62.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -26.3% | 905,411 | $58.9M |
| Rwa Wealth Partners, LLC | 0.63% | Reduce -2.9% | 848,042 | $55.1M |
| Gradient Investments LLC | 0.87% | Add +1.9% | 801,619 | $52.1M |
| Cetera Investment Advisers | 0.06% | Reduce -47.3% | 745,883 | $48.5M |
| Focus Partners Wealth | 0.08% | Add +5.6% | 733,632 | $47.7M |
| UBS Group AG | 0.01% | Add +18.4% | 686,261 | $44.6M |
| Peterson Wealth Advisors, LLC | 6.13% | Add +6.8% | 630,253 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +11.0% | 630,000 | $41.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +27.1% | 615,794 | $40.0M |
| MML Investors Services, LLC | 0.08% | Add +3.3% | 471,935 | $30.7M |
| Royal Bank of Canada | 0.01% | Reduce -74.6% | 461,017 | $30.0M |
| Stifel Financial Corp. | 0.03% | Add +64.8% | 434,265 | $28.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 425,017 | $27.6M |
| Private Advisor Group, LLC | 0.12% | Add +51.2% | 385,369 | $25.0M |
| Mariner, LLC | 0.03% | Add +2.7% | 367,902 | $23.9M |
| Ameriprise Financial Inc. | 0.01% | New | 332,881 | $21.6M |
| CPC Advisors, LLC | 2.22% | Add +6.0% | 324,134 | $21.1M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +8.1% | 292,115 | $19.0M |
| Cary Street Partners Financial LLC | 0.49% | Add +8.1% | 290,975 | $18.9M |
| Signaturefd, LLC | 0.28% | Reduce -8.9% | 273,484 | $17.8M |
| Patten & Patten Inc. | 0.96% | Reduce -2.1% | 252,238 | $16.4M |
| Legacy CG, LLC | 4.59% | Reduce -3.4% | 250,903 | $16.3M |
| HTG Investment Advisors, Inc. | 5.45% | Add +2.6% | 249,083 | $16.2M |
| WealthPlan Investment Management, LLC | 1.00% | Add +11.3% | 231,545 | $15.1M |
| Campbell Deegan Wealth Management, LLC | 13.41% | Add +21.1% | 231,084 | $15.0M |
| Longview Financial Advisors LLC | 8.61% | Add +9.6% | 229,849 | $14.9M |
| CENTRAL TRUST Co | 0.30% | Add +0.4% | 223,299 | $14.5M |
| United Capital Financial Advisors, LLC | 0.10% | Add +15.9% | 211,553 | $13.8M |
| Carr Financial Group Corp | 3.73% | Reduce -18.8% | 209,043 | $13.6M |
| Advisory Services Network, LLC | 0.19% | Reduce -5.5% | 203,490 | $13.2M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -10.4% | 202,679 | $13.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +968.0% | 197,019 | $12.8M |
| Brookstone Capital Management | 0.15% | Add +58.1% | 195,886 | $12.7M |
| Philip James Wealth Mangement, LLC | 1.51% | Add +11.3% | 190,974 | $12.4M |
| Capital Planning Advisors, LLC | 1.69% | Reduce -0.5% | 189,681 | $12.3M |
| Skyline Advisors, Inc. | 4.22% | Add +14.1% | 188,330 | $12.2M |
| Visionary Wealth Advisors | 0.57% | Reduce -1.7% | 186,807 | $12.1M |
| Aspire Capital Advisors LLC | 2.99% | Reduce -1.6% | 186,172 | $12.1M |
| SK Wealth Management, LLC | 4.33% | Reduce -25.5% | 178,505 | $11.6M |
| Avior Wealth Management, LLC | 0.36% | Add +1.1% | 171,029 | $11.1M |
| USAdvisors Wealth Management, LLC | 3.60% | Add +12.3% | 160,673 | $10.4M |
| SouthState Bank Corp | 0.47% | Reduce -30.5% | 155,430 | $10.1M |
| Waverly Advisors, LLC | 0.10% | Add +9.4% | 153,959 | $10.0M |
| Daymark Wealth Partners, LLC | 0.34% | Add +3.4% | 153,686 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -2.5% | 152,797 | $9.9M |
| Lifelong Wealth Advisors, Inc. | 2.91% | Add +10.6% | 150,381 | $9.8M |
| Curtis Advisory Group, LLC | 2.14% | Add +1.5% | 145,217 | $9.4M |
| Aire Advisors, LLC | 1.65% | Add +2.6% | 139,892 | $9.1M |
| Avaii Wealth Management, LLC | 3.45% | Add +0.2% | 139,505 | $9.1M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +9.7% | 138,569 | $9.0M |
| Crewe Advisors LLC | 0.86% | Add +4.0% | 138,048 | $9.0M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -12.3% | 132,932 | $8.6M |
| NewEdge Advisors, LLC | 0.04% | Add +80.5% | 131,963 | $8.6M |
| &partners | 0.05% | Add +79.6% | 131,305 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1131.1% | 124,921 | $8.1M |
| Hughes Financial Services, LLC | 1.29% | Add +4.6% | 123,160 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.1% | 122,266 | $7.9M |
| HUB Investment Partners, LLC | 0.28% | Reduce -63.3% | 117,294 | $7.6M |
| Alaska Permanent Capital Management, LLC | 0.56% | Add +0.4% | 116,653 | $7.6M |
| WealthPLAN Partners, LLC | 1.13% | Add +2.5% | 115,880 | $7.5M |
| Orrstown Financial Services Inc. | 1.29% | Add +2.5% | 115,699 | $7.5M |
| Summit Financial, LLC | 0.11% | New | 111,852 | $7.3M |
| Prevail Innovative Wealth Advisors, LLC | 1.41% | Add +1440.0% | 111,526 | $7.2M |
| Prairieview Wealth Partners, LLC | 6.70% | Add +3.9% | 109,782 | $7.1M |
| Planned Solutions, Inc. | 2.47% | Add +3.6% | 109,511 | $7.1M |
| Oppenheimer & Co. Inc. | 0.09% | Add +10.7% | 108,441 | $7.0M |
| Moneco Advisors, LLC | 0.58% | Add +5.0% | 107,769 | $7.0M |
| Oak Wealth Advisors LLC | 4.04% | Add +7.3% | 106,925 | $7.0M |
| Cooper Financial Group | 0.74% | Add +1.4% | 102,423 | $6.7M |
| Integrity Alliance, Llc. | 0.29% | New | 95,796 | $6.2M |
| Echo Wealth Management, LLC | 3.44% | Add +7.6% | 90,665 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1730.8% | 87,038 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +56.5% | 85,809 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -4.3% | 84,934 | $5.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -1.3% | 81,603 | $5.3M |
| Apexium Financial, LP | 0.25% | Add +2.6% | 80,560 | $5.2M |
| Fiduciary Alliance LLC | 0.35% | Add +2.6% | 80,189 | $5.2M |
| Park Place Capital Corp | 1.05% | Add +0.1% | 76,148 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.2% | 75,676 | $4.9M |
| Pinnacle Associates Ltd. | 0.07% | Add +58.2% | 75,622 | $4.9M |
| Smallwood Wealth Investment Management, LLC | 2.48% | Add +40.2% | 74,265 | $4.8M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -7.5% | 73,710 | $4.8M |
| Cordgrass Capital Advisors, LLC | 1.15% | Add +4.8% | 71,584 | $4.7M |
| Strategic Financial Concepts, LLC | 0.68% | Add +29.8% | 72,039 | $4.7M |
| Alaska Wealth Advisors, LLC | 0.59% | Add +1166.5% | 69,112 | $4.5M |
| Atria Investments, Inc | 0.05% | Add +14.1% | 68,465 | $4.5M |
| Ameritas Advisory Services, LLC | 0.29% | Add +106.2% | 68,450 | $4.4M |
| MAI Capital Management | 0.03% | Add +34.5% | 68,228 | $4.4M |
| Clear Creek Financial Management, LLC | 0.38% | Add +1.6% | 67,274 | $4.4M |
| Gotham Asset Management | 0.02% | No change | 66,319 | $4.3M |
| Wealth Advisors of Tampa Bay, LLC | 1.42% | New | 65,367 | $4.2M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -3.2% | 65,208 | $4.2M |
| Integrity Investment Advisors, LLC | 2.79% | Add +13.8% | 64,835 | $4.2M |
| Financial Management Professionals, Inc. | 0.43% | Reduce -0.6% | 62,925 | $4.1M |
| Penney Financial, LLC | 1.78% | Add +6.9% | 61,161 | $4.0M |
| Renasant Bank | 2.49% | Reduce -2.8% | 60,241 | $3.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Add +49.2% | 58,773 | $3.8M |
| Firestone Capital Management | 0.81% | Reduce -2.8% | 57,996 | $3.8M |
| Sprinkle Financial Consultants LLC | 2.03% | Add +63.1% | 55,888 | $3.6M |
| Brown Financial Advisors | 1.34% | Reduce -0.9% | 55,771 | $3.6M |
| Paladin Advisory Group, LLC | 2.81% | Add +45.9% | 55,542 | $3.6M |
| DeDora Capital, Inc. | 0.86% | Add +13.2% | 54,761 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +65.1% | 54,514 | $3.5M |
| Coppell Advisory Solutions LLC | 0.38% | Add +9.4% | 54,465 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -8.4% | 53,880 | $3.5M |
| Retirement Guys Formula LLC | 1.20% | Add +9.0% | 52,401 | $3.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +6.4% | 50,112 | $3.3M |
| Harbor Investment Advisory, LLC | 0.27% | Reduce -23.6% | 49,469 | $3.2M |
| Shore Point Advisors, LLC | 1.41% | Add +11.0% | 49,151 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -15.7% | 47,770 | $3.1M |
| Saxony Capital Management, LLC | 2.04% | New | 47,707 | $3.1M |
| Kennedy Investment Group, Inc. | 1.21% | Reduce -2.6% | 46,948 | $3.1M |
| RFG Advisory, LLC | 0.06% | Add +12.5% | 43,958 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -26.3% | 43,386 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +1.7% | 43,273 | $2.8M |
| Mattson Financial Services, LLC | 0.66% | Add +0.5% | 42,468 | $2.8M |
| Harbour Investments, Inc. | 0.06% | Add +5.0% | 41,902 | $2.7M |
| Coordinated Financial Services, Inc. | 1.74% | Add +0.1% | 41,258 | $2.7M |
| Allegheny Financial Group | 0.48% | Add +238.4% | 39,852 | $2.6M |
| Bright Futures Wealth Management, LLC. | 1.91% | — | 37,323 | $2.4M |
| Grant Private Wealth Management Inc | 1.48% | New | 36,827 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +26.4% | 36,183 | $2.4M |
| Renaissance Technologies | 0.00% | Add +0.6% | 35,720 | $2.3M |
| Denver PWM, LLC | 0.72% | Add +0.4% | 36,773 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -2.0% | 34,938 | $2.3M |
| Evolution Wealth Advisors, LLC | 0.30% | Reduce -12.1% | 34,777 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +12.4% | 34,061 | $2.2M |
| Principal Securities, Inc. | 0.04% | Add +287.0% | 33,832 | $2.2M |
| Purkiss Capital Advisors LLC | 1.02% | Add +7.8% | 32,908 | $2.1M |
| IAG Wealth Partners, LLC | 0.25% | Add +3.5% | 32,449 | $2.1M |
| Sincerus Advisory, LLC | 1.79% | Add +16.3% | 32,167 | $2.1M |
| Convergence Financial, LLC | 0.31% | Add +2.9% | 31,525 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +134.5% | 31,522 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -0.7% | 31,430 | $2.0M |
| Compass Financial Services Inc | 0.88% | Add +20.0% | 30,533 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -5.3% | 27,625 | $1.8M |
| Mayfair Advisory Group, LLC | 0.77% | Add +3.0% | 27,533 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.75% | Add +146.7% | 27,283 | $1.8M |
| Summit Wealth Partners, LLC | 0.32% | Reduce -0.9% | 27,195 | $1.8M |
| Milestone Asset Management, LLC | 0.33% | Add +38.8% | 26,658 | $1.7M |
| Old Mission Capital LLC | 0.06% | Reduce -76.8% | 26,616 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +11.9% | 26,250 | $1.7M |
| Yarger Wealth Strategies, LLC | 0.77% | Reduce -1.3% | 25,670 | $1.7M |
| Legacy Wealth Managment, LLC | 0.69% | Add +5.5% | 23,506 | $1.5M |
| Paladin Wealth, LLC | 1.06% | Add +5.5% | 22,533 | $1.5M |
| MN Wealth Advisors, LLC | 0.75% | Add +1.8% | 21,487 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +38.4% | 21,473 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +448.5% | 21,336 | $1.4M |
| NCM Capital Management, LLC | 0.52% | Add +3.9% | 20,777 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 20,729 | $1.3M |
| WNY Asset Management, LLC | 0.13% | Reduce -1.2% | 20,510 | $1.3M |
| YHB Investment Advisors, Inc. | 0.10% | Add +61.6% | 20,282 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Reduce -13.5% | 19,969 | $1.3M |
| Security National Bank | 0.20% | Add +11.4% | 19,891 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +5.5% | 19,585 | $1.3M |
| Krilogy Financial LLC | 0.05% | New | 19,170 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.16% | Add +0.2% | 19,101 | $1.2M |
| Semus Wealth Partners LLC | 0.70% | Add +0.3% | 19,034 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -32.0% | 18,895 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 18,816 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Reduce -85.6% | 18,619 | $1.2M |
| Lakeridge Wealth Management LLC | 0.53% | Add +1.1% | 18,452 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 18,230 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -23.0% | 18,168 | $1.2M |
| Mechanics Bank Trust Department | 0.16% | Add +28.6% | 18,000 | $1.2M |
| Archford Capital Strategies, LLC | 0.13% | Reduce -71.2% | 17,339 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +54.4% | 17,229 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +51.8% | 17,184 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +26.4% | 17,162 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 16,344 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -10.8% | 16,324 | $1.1M |
| Plan Group Financial, LLC | 0.28% | Add +13.9% | 16,217 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -46.6% | 16,204 | $1.1M |
| Sierra Ocean, LLC | 0.88% | Add +3158.9% | 16,197 | $1.1M |
| Family Capital Management, Inc. | 0.50% | Add +12.6% | 16,134 | $1.0M |
| Allen Capital Group, LLC | 0.10% | Add +23.1% | 15,769 | $1.0M |
| Balentine LLC | 0.04% | New | 15,622 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.23% | Add +24.0% | 15,455 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +1.1% | 15,324 | $996K |
| Hicks Capital Management LLC | 1.62% | Add +2.9% | 15,229 | $990K |
| JSF Financial, LLC | 0.22% | Add +49.6% | 15,164 | $986K |
| Cozad Asset Management Inc. | 0.08% | Add +7.0% | 15,143 | $984K |
| Blue Trust, Inc. | 0.01% | Add +1.0% | 14,520 | $944K |
| Fulton Bank, N.A. | 0.03% | Add +50.8% | 14,496 | $942K |
| Breakwater Capital Group | 0.14% | Add +13.6% | 14,330 | $931K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +52.8% | 14,225 | $925K |
| Jane Street Group, LLC | 0.00% | Reduce -79.7% | 14,205 | $923K |
| A4 Wealth Advisors LLC | 0.78% | — | 14,203 | $923K |
| Marshall & Sterling Wealth Advisors Inc. | 0.58% | Reduce -22.5% | 13,976 | $907K |
| Nvwm, LLC | 0.20% | Reduce -0.2% | 13,816 | $898K |
| Members Wealth LLC | 0.56% | — | 13,589 | $884K |
| Mascagni Wealth Management, Inc. | 0.68% | Reduce -33.5% | 13,446 | $874K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.5% | 13,374 | $869K |
| Tradewinds, LLC. | 0.21% | New | 13,254 | $862K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.3% | 12,829 | $834K |
| Total Clarity Wealth Management, Inc. | 0.22% | Reduce -7.8% | 12,539 | $815K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +44.4% | 12,342 | $802K |
| Financial Advocates Investment Management | 0.45% | Add +12.7% | 12,294 | $799K |
| Citadel Advisors | 0.00% | Reduce -70.3% | 11,799 | $767K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -1.2% | 11,532 | $750K |
| Madison Wealth Partners, Inc | 0.15% | Add +28.1% | 11,317 | $736K |
| Valmark Advisers, Inc. | 0.01% | Add +29.1% | 11,309 | $735K |
| Secured Retirement Advisors, LLC | 0.40% | Reduce -62.9% | 11,036 | $717K |
| Capital Analysts, LLC | 0.02% | Add +1.9% | 11,033 | $717K |
| Fortis Group Advisors, LLC | 0.12% | Reduce -7.8% | 10,927 | $717K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Add +53.9% | 10,758 | $700K |
| Vise Technologies, Inc. | 0.03% | Reduce -32.3% | 10,724 | $697K |
| SageView Advisory Group, LLC | 0.02% | Add +38.1% | 10,720 | $697K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 9,807 | $637K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 9,761 | $634K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +144.7% | 9,349 | $608K |
| McDonald Partners LLC | 0.18% | Add +33.0% | 9,307 | $605K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.8% | 9,216 | $599K |
| Essex Bank | 0.13% | No change | 8,797 | $572K |
| Partners Wealth Management, LLC | 0.56% | Reduce -42.9% | 8,702 | $566K |
| Axis Wealth Partners, LLC | 0.32% | Add +13.1% | 8,458 | $550K |
| Cerity Partners LLC | 0.00% | New | 8,451 | $549K |
| Boston Family Office LLC | 0.03% | New | 8,430 | $548K |
| Simplicity Wealth,LLC | 0.03% | Reduce -24.1% | 8,232 | $535K |
| CAP Partners, LLC | 0.30% | Add +1.1% | 8,209 | $534K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +27.3% | 8,191 | $532K |
| Ancora Advisors LLC | 0.01% | Add +7.2% | 8,013 | $521K |
| Private Wealth Partners, LLC | 0.04% | No change | 8,000 | $520K |
| Golden State Wealth Management, LLC | 0.06% | Add +1.8% | 7,817 | $508K |
| Global Retirement Partners, LLC | 0.01% | Add +0.9% | 7,774 | $505K |
| Bank of Marin | 0.35% | Add +12.2% | 7,632 | $496K |
| BLVD Private Wealth, LLC | 0.42% | Reduce -78.6% | 7,589 | $493K |
| Private Trust Co. NA | 0.04% | Reduce -1.5% | 7,567 | $492K |
| StoneX Group Inc. | 0.02% | Reduce -0.1% | 7,479 | $486K |
| Vienna Asset Management LLC | 0.29% | Reduce -26.6% | 7,410 | $482K |
| Wick Capital Partners, LLC | 0.11% | Add +1478.8% | 7,373 | $479K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,297 | $474K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.5% | 7,264 | $472K |
| Ehrlich Financial Group | 0.27% | Add +49.3% | 7,112 | $462K |
| Comprehensive Financial Planning, Inc. | 0.32% | Reduce -2.8% | 7,096 | $461K |
| AdvisorNet Financial, Inc | 0.03% | Add +1.8% | 7,058 | $459K |
| Ewa, LLC | 0.12% | New | 6,700 | $436K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -98.9% | 6,686 | $435K |
| Clearstead Trust, LLC | 0.07% | Add +215.3% | 6,657 | $433K |
| SkyView Investment Advisors, LLC | 0.05% | New | 6,608 | $430K |
| BCGM Wealth Management, LLC | 0.11% | Add +4.7% | 6,510 | $423K |
| First PREMIER Bank | 0.10% | Add +31.6% | 6,443 | $419K |
| Comerica Bank | 0.00% | Reduce -37.0% | 6,187 | $402K |
| Arbor Investment Advisors, LLC | 0.05% | Add +0.3% | 6,157 | $400K |
| Synovus Financial Corp. | 0.00% | Add +49.7% | 6,145 | $399K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.4% | 6,140 | $399K |
| Resurgent Financial Advisors LLC | 0.19% | Reduce -18.4% | 5,916 | $385K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 5,839 | $380K |
| Investment Advisory Group, LLC | 0.10% | Add +0.8% | 5,777 | $375K |
| GTS Securities LLC | 0.01% | New | 5,710 | $371K |
| OmniStar Financial Group, Inc. | 0.22% | New | 5,652 | $367K |
| Adapt Wealth Advisors, LLC | 0.13% | New | 5,499 | $357K |
| Lewis Asset Management, LLC | 0.14% | Add +20.1% | 5,427 | $353K |
| Ignite Planners, LLC | 0.06% | Reduce -17.3% | 5,304 | $345K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -2.0% | 5,241 | $341K |
| Cresset Asset Management, LLC | 0.00% | New | 5,219 | $339K |
| Oakworth Capital, Inc. | 0.02% | No change | 5,006 | $325K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -5.4% | 4,907 | $319K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 4,830 | $314K |
| Avestar Capital, LLC | 0.02% | Reduce -61.9% | 4,814 | $313K |
| IFG Advisory, LLC | 0.01% | Reduce -83.1% | 4,688 | $305K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 4,659 | $303K |
| CoreCap Advisors, LLC | 0.01% | Add +37.1% | 4,591 | $298K |
| Creative Planning | 0.00% | Add +12.9% | 4,496 | $292K |
| Roman Butler Fullerton & Co. | 0.08% | New | 4,280 | $282K |
| Merit Financial Group, LLC | 0.00% | Reduce -8.5% | 4,234 | $275K |
| Genesis Private Wealth, LLC | 0.11% | New | 4,207 | $273K |
| AE Wealth Management LLC | 0.00% | Add +165.4% | 4,191 | $272K |
| Fortis Advisors, LLC | 0.15% | Add +0.2% | 4,116 | $268K |
| Investment Planning Advisors, Inc. | 0.08% | Reduce -98.0% | 4,096 | $266K |
| Whipplewood Advisors, LLC | 0.17% | No change | 4,040 | $263K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 4,009 | $261K |
| Pennsylvania Capital Management Inc. | 0.08% | Reduce -60.1% | 4,008 | $261K |
| IMS Capital Management | 0.12% | Reduce -15.2% | 3,959 | $257K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.5% | 3,906 | $256K |
| Highline Wealth Partners LLC | 0.07% | New | 3,907 | $254K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -95.9% | 3,881 | $252K |
| New Republic Capital, LLC | 0.08% | No change | 3,870 | $252K |
| Confluence Wealth Services, Inc. | 0.01% | New | 3,867 | $251K |
| Smith, Moore & Co. | 0.02% | Reduce -40.6% | 3,748 | $244K |
| Maia Wealth LLC | 0.04% | Reduce -0.1% | 3,633 | $239K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,530 | $229K |
| Claro Advisors Inc. | 0.03% | Add +4.5% | 3,450 | $224K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 3,363 | $219K |
| Allred Capital Management, LLC | 0.07% | New | 3,272 | $213K |
| First Trust Advisors LP | 0.00% | Reduce -60.3% | 3,255 | $212K |
| Investment Partners Asset Management, Inc. | 0.14% | New | 3,248 | $211K |
| Northern Trust Corp. | 0.00% | New | 3,155 | $205K |
| TCFG Wealth Management, LLC | 0.08% | New | 3,143 | $205K |
| Cedar Mountain Advisors, LLC | 0.04% | No change | 2,955 | $192K |
| Key Financial Inc | 0.03% | Add +88.4% | 2,899 | $189K |
| AlphaCore Capital LLC | 0.01% | Reduce -47.8% | 2,650 | $172K |
| Ulland Investment Advisors, LLC | 0.12% | Add +14.5% | 2,370 | $154K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -28.8% | 2,235 | $145K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 2,070 | $135K |
| Bank of Montreal | 0.00% | Add +0.2% | 1,913 | $124K |
| Morgan Stanley | 0.00% | Add +3.0% | 1,897 | $123K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,870 | $122K |
| Millstone Evans Group, LLC | 0.08% | Reduce -18.6% | 1,870 | $122K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -96.0% | 1,750 | $114K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 1,603 | $104K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $98K |
| Harbor Asset Planning, Inc. | 0.09% | Add +0.2% | 1,475 | $96K |
| Reyes Financial Architecture, Inc. | 0.06% | Reduce -69.8% | 1,340 | $87K |
| Root Financial Partners, LLC | 0.00% | New | 1,200 | $78K |
| Parallel Advisors, LLC | 0.00% | No change | 1,194 | $78K |
| Wells Fargo & Company | 0.00% | Reduce -30.5% | 1,109 | $72K |
| Larson Financial Group LLC | 0.00% | New | 899 | $58K |
| First Horizon Corp. | 0.00% | — | 740 | $48K |
| Assetmark, Inc. | 0.00% | Reduce -29.2% | 632 | $41K |
| ORG Partners LLC | 0.01% | Add +4.7% | 495 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.2% | 436 | $28K |
| Vision Financial Markets LLC | 0.02% | Add +0.2% | 410 | $27K |
| Anfield Capital Management, LLC | 0.01% | New | 319 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 254 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -40.0% | 240 | $16K |
| Cwm, LLC | 0.00% | New | 226 | $15K |
| FMR LLC | 0.00% | Add +316.3% | 204 | $13K |
| Accredited Wealth Management, LLC | 0.01% | Add +34.3% | 235 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | New | 164 | $11K |
| Stephens Consulting, LLC | 0.00% | Reduce -85.8% | 150 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.4% | 91 | $6K |
| US Bancorp \de | 0.00% | Reduce -66.9% | 58 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 42 | $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 | $975 |
| Tidemark, LLC | 0.00% | No change | 8 | $520 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $328 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $130 |
| Allworth Financial LP | 0.00% | Reduce -99.7% | 1 | $65 |
| Decker Retirement Planning Inc. | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.