JPMorgan Hedged Equity ETFHELOETF
13F holders, Q4 2025 (December 31)376holders +32
36new positions
22sold out
3famous investors
$66.45avg. 13F price*
At the end of Q4 2025, 376 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 32 from Q3 2025. 36 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($211.9M), Forvis Mazars Wealth Advisors, LLC ($175.2M) and Bank of America Corp. ($147.1M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $50.7M |
| Exits | 22 | $14.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,907,677 shares bought and 4,351,490 shares sold, net +556,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| LPL Financial LLC | 0.06% | Add +20.8% | 3,189,556 | $211.9M |
| Forvis Mazars Wealth Advisors, LLC | 3.31% | Add +10.2% | 2,636,850 | $175.2M |
| Bank of America Corp. | 0.01% | Add +7.8% | 2,214,145 | $147.1M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +5.2% | 2,021,674 | $135.4M |
| Bank of New York Mellon Corp | 0.02% | Add +16.0% | 2,025,861 | $134.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -31.4% | 1,985,981 | $131.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -32.3% | 1,874,721 | $124.5M |
| Raymond James Financial Inc. | 0.04% | Add +26.6% | 1,742,174 | $115.7M |
| CGC Financial Services, LLC | 19.34% | Add +0.2% | 1,088,189 | $72.3M |
| Legacy Financial Group LLC | 7.92% | Reduce -0.1% | 960,623 | $64.1M |
| HighTower Advisors, LLC | 0.07% | Add +6.0% | 960,223 | $63.8M |
| Cetera Investment Advisers | 0.07% | Add +24.3% | 927,434 | $61.6M |
| UBS Group AG | 0.01% | Add +30.7% | 896,778 | $59.6M |
| Rwa Wealth Partners, LLC | 0.56% | Reduce -8.3% | 777,372 | $51.6M |
| Focus Partners Wealth | 0.06% | Add +5.2% | 771,724 | $50.5M |
| Taylor Securities Services, Inc. | 22.69% | — | 748,609 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Add +122.5% | 740,645 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +10.6% | 696,926 | $46.3M |
| Peterson Wealth Advisors, LLC | 6.06% | Add +8.6% | 684,554 | $45.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.2% | 617,222 | $41.0M |
| MML Investors Services, LLC | 0.08% | Add +5.6% | 498,241 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 492,239 | $32.7M |
| Stifel Financial Corp. | 0.03% | Reduce -2.1% | 424,907 | $28.2M |
| United Capital Financial Advisors, LLC | 0.17% | Add +94.9% | 412,346 | $27.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 403,251 | $26.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -8.9% | 351,115 | $23.3M |
| CPC Advisors, LLC | 2.26% | Add +4.1% | 337,442 | $22.4M |
| Mariner, LLC | 0.03% | Reduce -13.6% | 317,990 | $21.1M |
| Signaturefd, LLC | 0.27% | Reduce -1.9% | 268,392 | $17.8M |
| HTG Investment Advisors, Inc. | 5.26% | Add +3.6% | 257,952 | $17.1M |
| Leo Wealth, LLC | 1.24% | New | 256,911 | $17.1M |
| Campbell Deegan Wealth Management, LLC | 13.61% | Add +9.8% | 253,813 | $16.9M |
| Longview Financial Advisors LLC | 9.18% | Add +9.1% | 250,745 | $16.7M |
| Patten & Patten Inc. | 0.95% | Reduce -3.2% | 244,071 | $16.2M |
| Cary Street Partners Financial LLC | 0.40% | Reduce -16.9% | 241,787 | $16.1M |
| Brookstone Capital Management | 0.18% | Add +22.8% | 240,598 | $16.0M |
| Gradient Investments LLC | 0.25% | Reduce -70.8% | 233,843 | $15.5M |
| Advisory Services Network, LLC | 0.21% | Add +11.7% | 227,219 | $15.1M |
| Carr Financial Group Corp | 3.83% | Add +3.5% | 216,332 | $14.4M |
| CENTRAL TRUST Co | 0.28% | Reduce -3.4% | 215,771 | $14.3M |
| WealthPlan Investment Management, LLC | 0.90% | Reduce -8.7% | 211,500 | $14.0M |
| Great Valley Advisor Group, Inc. | 0.27% | Reduce -28.0% | 210,328 | $14.0M |
| NewEdge Advisors, LLC | 0.05% | Add +58.9% | 209,673 | $13.9M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -0.7% | 201,311 | $13.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +0.3% | 197,712 | $13.1M |
| Philip James Wealth Mangement, LLC | 1.54% | Add +2.2% | 195,139 | $13.0M |
| Aspire Capital Advisors LLC | 3.04% | Add +4.6% | 194,718 | $12.9M |
| Capital Planning Advisors, LLC | 1.67% | Reduce -1.2% | 187,466 | $12.5M |
| Visionary Wealth Advisors | 0.56% | Add +0.1% | 186,916 | $12.4M |
| Skyline Advisors, Inc. | 4.07% | Reduce -2.6% | 183,403 | $12.2M |
| Triad Wealth Partners, LLC | 1.15% | New | 182,218 | $12.1M |
| Wick Capital Partners, LLC | 2.07% | Add +2258.3% | 173,878 | $11.6M |
| Avior Wealth Management, LLC | 0.35% | Reduce -0.3% | 170,574 | $11.3M |
| Waverly Advisors, LLC | 0.09% | Add +2.9% | 158,434 | $10.5M |
| &partners | 0.05% | Add +15.7% | 151,946 | $10.1M |
| Crewe Advisors LLC | 0.89% | Add +9.6% | 151,244 | $10.0M |
| Curtis Advisory Group, LLC | 2.06% | Add +1.9% | 147,900 | $9.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -3.8% | 147,003 | $9.8M |
| SouthState Bank Corp | 0.43% | Reduce -6.0% | 146,176 | $9.7M |
| Lifelong Wealth Advisors, Inc. | 2.52% | Reduce -5.1% | 142,732 | $9.5M |
| Aire Advisors, LLC | 1.73% | Add +1.7% | 142,209 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +3.5% | 129,321 | $8.6M |
| Avaii Wealth Management, LLC | 3.12% | Reduce -7.0% | 129,688 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +41.4% | 121,343 | $8.1M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -9.0% | 120,931 | $8.0M |
| Orrstown Financial Services Inc. | 1.32% | Add +3.2% | 119,354 | $7.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.38% | Add +4.0% | 115,952 | $7.7M |
| Prairieview Wealth Partners, LLC | 6.98% | Add +5.6% | 115,901 | $7.7M |
| Pinnacle Associates Ltd. | 0.10% | Add +53.1% | 115,803 | $7.7M |
| USAdvisors Wealth Management, LLC | 2.50% | Reduce -28.9% | 114,325 | $7.6M |
| Moneco Advisors, LLC | 0.60% | Add +5.8% | 113,994 | $7.6M |
| WealthPLAN Partners, LLC | 1.12% | Reduce -2.5% | 112,997 | $7.5M |
| Alaska Permanent Capital Management, LLC | 0.56% | Reduce -4.4% | 111,550 | $7.4M |
| Summit Financial, LLC | 0.11% | Reduce -0.6% | 111,143 | $7.4M |
| Daymark Wealth Partners, LLC | 0.23% | Reduce -27.8% | 111,019 | $7.4M |
| Bluedoor Private Wealth, LLC | 3.38% | — | 110,085 | $7.3M |
| Planned Solutions, Inc. | 2.36% | Add +0.3% | 109,853 | $7.3M |
| HUB Investment Partners, LLC | 0.19% | Reduce -9.2% | 106,543 | $7.1M |
| Oak Wealth Advisors LLC | 4.05% | Reduce -0.7% | 106,203 | $7.1M |
| MAI Capital Management | 0.04% | Add +55.4% | 106,053 | $7.0M |
| Hughes Financial Services, LLC | 1.05% | Reduce -18.0% | 101,037 | $6.7M |
| Crusonia Wealth Advisors LLC | 1.47% | — | 100,301 | $6.7M |
| Integrity Alliance, Llc. | 0.24% | Add +0.9% | 96,681 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 95,886 | $6.4M |
| Fiduciary Alliance LLC | 0.39% | Add +12.5% | 90,235 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.41% | Add +53.0% | 89,917 | $6.0M |
| SkyView Investment Advisors, LLC | 0.72% | Add +1190.7% | 85,288 | $5.7M |
| Cooper Financial Group | 0.60% | Reduce -17.0% | 84,998 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -31.2% | 84,165 | $5.6M |
| Palumbo Wealth Management LLC | 1.37% | New | 83,717 | $5.6M |
| Smallwood Wealth Investment Management, LLC | 2.88% | Add +11.5% | 82,784 | $5.5M |
| Allegheny Financial Group | 0.76% | Add +95.1% | 77,745 | $5.2M |
| Alaska Wealth Advisors, LLC | 0.65% | Add +11.7% | 77,200 | $5.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.61% | — | 75,594 | $5.0M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +2.1% | 75,269 | $5.0M |
| Cordgrass Capital Advisors, LLC | 1.17% | Add +2.5% | 73,363 | $4.9M |
| Sprinkle Financial Consultants LLC | 2.44% | Add +29.5% | 72,380 | $4.8M |
| Beto Financial Group, LLC | 3.21% | — | 70,829 | $4.8M |
| Echo Wealth Management, LLC | 2.77% | Reduce -21.3% | 71,319 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.2% | 70,983 | $4.7M |
| DeDora Capital, Inc. | 1.09% | Add +26.5% | 69,291 | $4.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +831.3% | 67,953 | $4.5M |
| Gotham Asset Management | 0.02% | No change | 66,319 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -23.6% | 64,899 | $4.3M |
| Mach-1 Financial Group, LLC | 0.88% | New | 64,376 | $4.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.6% | 64,163 | $4.3M |
| Penney Financial, LLC | 1.64% | Add +4.3% | 63,799 | $4.2M |
| Financial Management Professionals, Inc. | 0.43% | Add +0.6% | 63,307 | $4.2M |
| Marshall & Sterling Wealth Advisors Inc. | 2.69% | Add +339.6% | 61,437 | $4.1M |
| Renasant Bank | 2.70% | Reduce -0.6% | 59,881 | $4.0M |
| Wealth Advisors of Tampa Bay, LLC | 1.37% | Reduce -8.5% | 59,834 | $4.0M |
| Firestone Capital Management | 0.84% | Add +2.5% | 59,418 | $3.9M |
| Coppell Advisory Solutions LLC | 0.38% | Add +6.6% | 58,064 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.8% | 54,964 | $3.7M |
| Paladin Advisory Group, LLC | 2.66% | Reduce -1.4% | 54,779 | $3.6M |
| Foundations Investment Advisors, LLC | 0.05% | Add +8.3% | 54,270 | $3.6M |
| SK Wealth Management, LLC | 0.99% | Reduce -70.3% | 53,093 | $3.6M |
| Retirement Guys Formula LLC | 1.54% | Reduce -2.9% | 50,881 | $3.4M |
| Shore Point Advisors, LLC | 1.37% | Reduce -1.0% | 48,656 | $3.2M |
| Coordinated Financial Services, Inc. | 1.83% | Add +15.0% | 47,430 | $3.2M |
| Kennedy Investment Group, Inc. | 1.16% | Reduce -1.5% | 46,224 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.2% | 45,624 | $3.0M |
| Clear Creek Financial Management, LLC | 0.25% | Reduce -32.5% | 45,422 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +108.0% | 44,368 | $2.9M |
| Park Place Capital Corp | 0.61% | Reduce -42.3% | 43,940 | $2.9M |
| Harbour Investments, Inc. | 0.06% | Add +4.4% | 43,750 | $2.9M |
| Harbor Investment Advisory, LLC | 0.21% | Reduce -13.0% | 43,035 | $2.9M |
| RFG Advisory, LLC | 0.05% | Reduce -2.8% | 42,731 | $2.8M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -69.9% | 41,697 | $2.8M |
| Larch Capital Partners LLC | 0.38% | — | 41,487 | $2.8M |
| Selby Wealth Management, LLC | 1.11% | — | 41,305 | $2.7M |
| Captrust Financial Advisors | 0.00% | Reduce -19.3% | 38,565 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Add +6.1% | 38,395 | $2.6M |
| Clarity Retirement & Wealth, LLC | 2.24% | — | 38,388 | $2.6M |
| Grant Private Wealth Management Inc | 1.54% | Add +4.1% | 38,344 | $2.5M |
| Sincerus Advisory, LLC | 1.98% | Add +15.5% | 37,150 | $2.5M |
| Family Capital Management, Inc. | 1.10% | Add +130.1% | 37,126 | $2.5M |
| Sun Financial Inc | 1.34% | — | 36,257 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -55.8% | 36,037 | $2.4M |
| Purkiss Capital Advisors LLC | 1.10% | Add +7.7% | 35,434 | $2.4M |
| Convergence Financial, LLC | 0.34% | Add +10.3% | 34,764 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -0.5% | 34,773 | $2.3M |
| Denver PWM, LLC | 0.77% | No change | 36,773 | $2.3M |
| Milestone Asset Management, LLC | 0.42% | Add +25.9% | 33,574 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.6% | 32,496 | $2.2M |
| IAG Wealth Partners, LLC | 0.25% | Add +0.0% | 32,463 | $2.2M |
| Compass Financial Services Inc | 0.92% | Add +5.1% | 32,097 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +507.7% | 31,715 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +0.2% | 31,490 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.56% | Add +12964.6% | 31,355 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -7.3% | 31,346 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.20% | Reduce -14.4% | 29,784 | $2.0M |
| Mayfair Advisory Group, LLC | 0.76% | Add +7.7% | 29,640 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -73.2% | 29,070 | $1.9M |
| YHB Investment Advisors, Inc. | 0.13% | Add +38.6% | 28,102 | $1.9M |
| Bright Futures Wealth Management, LLC. | 1.38% | Reduce -25.6% | 27,777 | $1.8M |
| Western Wealth Management, LLC | 0.08% | New | 27,125 | $1.8M |
| IFP Advisors, Inc | 0.04% | Add +3.2% | 27,100 | $1.8M |
| Summit Wealth Partners, LLC | 0.33% | Reduce -0.7% | 26,999 | $1.8M |
| Mattson Financial Services, LLC | 0.40% | Reduce -39.0% | 25,904 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -52.0% | 25,844 | $1.7M |
| Legacy Wealth Managment, LLC | 0.79% | Add +6.2% | 24,957 | $1.7M |
| McLaughlin Asset Management, Inc. | 1.48% | — | 24,945 | $1.7M |
| Brown Financial Advisors | 0.59% | Reduce -56.4% | 24,312 | $1.6M |
| Indivisible Partners | 0.17% | — | 24,274 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.09% | Reduce -44.8% | 23,902 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +119.2% | 23,504 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -15.1% | 23,468 | $1.6M |
| Security National Bank | 0.22% | Add +16.9% | 23,250 | $1.5M |
| Gateway Wealth Partners, LLC | 0.17% | New | 23,025 | $1.5M |
| Yarger Wealth Strategies, LLC | 0.66% | Reduce -10.4% | 23,007 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.53% | Reduce -16.3% | 22,827 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +5.9% | 22,734 | $1.5M |
| Koshinski Asset Management, Inc. | 0.10% | Add +31.7% | 22,694 | $1.5M |
| NCM Capital Management, LLC | 0.53% | Add +4.1% | 21,627 | $1.4M |
| Saxony Capital Management, LLC | 0.87% | Reduce -55.2% | 21,384 | $1.4M |
| Lakeridge Wealth Management LLC | 0.63% | Add +13.2% | 20,891 | $1.4M |
| Essential Investment Partners LLC | 1.30% | — | 20,742 | $1.4M |
| MN Wealth Advisors, LLC | 0.68% | Reduce -5.2% | 20,361 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +15.2% | 19,769 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -4.8% | 19,739 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +20.1% | 19,628 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -2.1% | 19,543 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -71.5% | 19,491 | $1.3M |
| Fulton Bank, N.A. | 0.04% | Add +33.0% | 19,274 | $1.3M |
| Semus Wealth Partners LLC | 0.68% | Add +0.2% | 19,066 | $1.3M |
| HBW Advisory Services LLC | 0.14% | Add +16.8% | 18,933 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -1.7% | 18,771 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -1.4% | 18,633 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -5.1% | 18,582 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +7.7% | 18,506 | $1.2M |
| Krilogy Financial LLC | 0.04% | Reduce -4.3% | 18,350 | $1.2M |
| Mechanics Bank Trust Department | 0.16% | Add +0.6% | 18,110 | $1.2M |
| Sierra Ocean, LLC | 0.97% | Add +8.4% | 17,559 | $1.2M |
| Allen Capital Group, LLC | 0.10% | Add +8.2% | 17,056 | $1.1M |
| Integrity Investment Advisors, LLC | 0.61% | Reduce -74.2% | 16,700 | $1.1M |
| McDonald Partners LLC | 0.35% | Add +77.3% | 16,499 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.9% | 16,352 | $1.1M |
| Plan Group Financial, LLC | 0.28% | Reduce -0.2% | 16,182 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -14.7% | 16,054 | $1.1M |
| Hicks Capital Management LLC | 1.06% | Add +4.4% | 15,895 | $1.1M |
| Balentine LLC | 0.04% | No change | 15,622 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.25% | No change | 15,455 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | No change | 15,324 | $1.0M |
| JSF Financial, LLC | 0.21% | Add +0.3% | 15,215 | $1.0M |
| Cozad Asset Management Inc. | 0.08% | No change | 15,143 | $1.0M |
| Breakwater Capital Group | 0.14% | Add +4.4% | 14,961 | $994K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -52.7% | 14,917 | $991K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -15.5% | 14,658 | $974K |
| Nvwm, LLC | 0.21% | Add +3.9% | 14,361 | $954K |
| Strategic Wealth Advisors LLC | 0.79% | — | 13,955 | $927K |
| Silvercrest Asset Management Group LLC | 0.01% | New | 13,785 | $916K |
| Corient Private Wealth LP | 0.00% | New | 13,768 | $915K |
| Tradition Wealth Management, LLC | 0.07% | Add +49.1% | 13,738 | $913K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -25.6% | 13,572 | $902K |
| Capital Analysts, LLC | 0.02% | Add +22.3% | 13,498 | $897K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.1% | 13,461 | $881K |
| Tradewinds, LLC. | 0.21% | No change | 13,254 | $880K |
| Mascagni Wealth Management, Inc. | 0.65% | Reduce -2.6% | 13,095 | $870K |
| Members Wealth LLC | 0.53% | Reduce -6.7% | 12,683 | $850K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.4% | 12,247 | $814K |
| Valmark Advisers, Inc. | 0.01% | Add +7.3% | 12,139 | $806K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +11.7% | 12,012 | $805K |
| Madison Wealth Partners, Inc | 0.15% | Add +6.1% | 12,008 | $798K |
| M Holdings Securities, Inc. | 0.06% | New | 11,945 | $794K |
| Renaissance Technologies | 0.00% | Reduce -66.7% | 11,900 | $791K |
| Atria Investments, Inc | 0.01% | Reduce -83.1% | 11,555 | $768K |
| Simplicity Wealth,LLC | 0.05% | Add +38.7% | 11,419 | $759K |
| SageView Advisory Group, LLC | 0.02% | Add +2.4% | 10,975 | $729K |
| Secured Retirement Advisors, LLC | 0.40% | Reduce -1.8% | 10,833 | $720K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -14.0% | 10,780 | $716K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.8% | 10,620 | $705K |
| Boston Family Office LLC | 0.04% | Add +24.1% | 10,460 | $695K |
| Cahill Financial Advisors Inc. | 0.08% | Reduce -42.9% | 10,379 | $689K |
| Arwa LLC | 0.40% | — | 10,187 | $677K |
| Susquehanna International Group, LLP | 0.00% | Add +116.8% | 10,101 | $671K |
| Modern Wealth Management, LLC | 0.01% | Reduce -22.7% | 9,916 | $659K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +20.9% | 9,899 | $658K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.7% | 9,742 | $647K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 9,742 | $647K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -48.8% | 9,537 | $634K |
| Essex Bank | 0.13% | Add +5.6% | 9,287 | $617K |
| Birchwood Financial Partners, Inc. | 0.61% | — | 9,220 | $613K |
| Axis Wealth Partners, LLC | 0.33% | Add +7.8% | 9,114 | $605K |
| Private Trust Co. NA | 0.05% | Add +18.8% | 8,993 | $597K |
| Ehrlich Financial Group | 0.33% | Add +23.9% | 8,815 | $586K |
| Ancora Advisors LLC | 0.01% | Add +8.9% | 8,726 | $580K |
| Golden State Wealth Management, LLC | 0.06% | Add +11.0% | 8,679 | $577K |
| CAP Partners, LLC | 0.32% | Add +3.4% | 8,484 | $564K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -10.9% | 8,329 | $553K |
| Global Retirement Partners, LLC | 0.01% | Add +6.5% | 8,279 | $550K |
| Cerity Partners LLC | 0.00% | Reduce -3.8% | 8,127 | $540K |
| Milestone Investment Advisors LLC | 0.13% | Add +107.2% | 8,040 | $534K |
| Private Wealth Partners, LLC | 0.04% | No change | 8,000 | $531K |
| Dakota Wealth Management | 0.01% | New | 7,961 | $529K |
| Ankerstar Wealth, LLC | 0.51% | — | 7,676 | $510K |
| Bank of Marin | 0.35% | No change | 7,632 | $507K |
| Core Wealth Partners LLC | 0.23% | New | 7,602 | $505K |
| First PREMIER Bank | 0.11% | Add +14.8% | 7,397 | $492K |
| Athena Wealth Management, LLC | 0.47% | — | 7,344 | $488K |
| BLVD Private Wealth, LLC | 0.41% | Reduce -5.9% | 7,142 | $474K |
| Savvy Advisors, Inc. | 0.02% | New | 7,133 | $474K |
| Clearstead Trust, LLC | 0.07% | Add +3.3% | 6,879 | $457K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -4.8% | 6,720 | $446K |
| Ewa, LLC | 0.11% | Add +0.2% | 6,713 | $446K |
| Dynasty Wealth Management, LLC | 0.00% | Add +0.1% | 6,692 | $445K |
| Comerica Bank | 0.00% | Add +5.6% | 6,535 | $434K |
| BCGM Wealth Management, LLC | 0.11% | Add +0.2% | 6,522 | $433K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 6,430 | $427K |
| Creative Planning | 0.00% | Add +37.2% | 6,168 | $410K |
| Investment Advisory Group, LLC | 0.10% | Add +4.3% | 6,023 | $400K |
| Marks Group Wealth Management, Inc | 0.04% | Add +2.9% | 6,006 | $399K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Add +16.6% | 5,630 | $374K |
| ORBA Wealth Advisors, L.L.C. | 0.32% | New | 5,626 | $374K |
| Lewis Asset Management, LLC | 0.15% | Add +1.8% | 5,525 | $367K |
| Adapt Wealth Advisors, LLC | 0.13% | No change | 5,499 | $365K |
| CoreCap Advisors, LLC | 0.01% | Add +14.6% | 5,261 | $349K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +5.7% | 5,186 | $345K |
| Whipplewood Advisors, LLC | 0.22% | Add +26.2% | 5,097 | $339K |
| AE Wealth Management LLC | 0.00% | Add +20.9% | 5,069 | $337K |
| Roman Butler Fullerton & Co. | 0.09% | Add +18.0% | 5,051 | $336K |
| Merit Financial Group, LLC | 0.00% | Add +17.5% | 4,976 | $331K |
| Ignite Planners, LLC | 0.05% | Reduce -7.1% | 4,928 | $330K |
| Legacy CG, LLC | 0.09% | Reduce -98.0% | 4,910 | $326K |
| Paladin Wealth, LLC | 0.22% | Reduce -78.6% | 4,818 | $320K |
| Vienna Asset Management LLC | 0.18% | Reduce -35.0% | 4,817 | $320K |
| Avestar Capital, LLC | 0.02% | No change | 4,814 | $320K |
| Comprehensive Financial Planning, Inc. | 0.21% | Reduce -32.2% | 4,810 | $320K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -19.9% | 4,737 | $315K |
| Mutual Advisors, LLC | 0.01% | Add +18.0% | 4,610 | $306K |
| Genesis Private Wealth, LLC | 0.09% | Add +0.3% | 4,220 | $280K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +5.0% | 4,209 | $280K |
| IFG Advisory, LLC | 0.01% | Reduce -11.5% | 4,149 | $276K |
| Fortis Advisors, LLC | 0.15% | Add +0.2% | 4,124 | $274K |
| Investment Planning Advisors, Inc. | 0.08% | Add +0.1% | 4,100 | $272K |
| Cauble & Harre Wealth Management, Inc. | 0.23% | — | 4,059 | $270K |
| AQR Capital Management | 0.00% | New | 4,027 | $268K |
| Key Financial Inc | 0.05% | Add +38.3% | 4,009 | $266K |
| StoneX Group Inc. | 0.01% | Reduce -47.7% | 3,909 | $260K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 3,867 | $257K |
| Arkadios Wealth Advisors | 0.01% | Reduce -47.5% | 3,812 | $253K |
| Focus Financial Network, Inc. | 0.01% | New | 3,771 | $251K |
| Vantage Point Financial LLC | 0.09% | New | 3,743 | $249K |
| Pennsylvania Capital Management Inc. | 0.07% | Reduce -6.7% | 3,741 | $249K |
| Essex Financial Services, Inc. | 0.01% | New | 3,686 | $245K |
| Maia Wealth LLC | 0.04% | Reduce -0.0% | 3,632 | $242K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 3,629 | $241K |
| Kovack Advisors, Inc. | 0.01% | New | 3,599 | $239K |
| Oakworth Capital, Inc. | 0.01% | Reduce -28.9% | 3,560 | $236K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,530 | $234K |
| Midwest Trust Co | 0.00% | New | 3,500 | $233K |
| Castle Rock Wealth Management, LLC | 0.05% | Add +3.5% | 3,482 | $232K |
| Claro Advisors Inc. | 0.03% | No change | 3,450 | $229K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -34.3% | 3,441 | $229K |
| Cambridge Advisors Inc. | 0.04% | New | 3,393 | $225K |
| Allred Capital Management, LLC | 0.08% | Add +3.3% | 3,380 | $225K |
| Smith, Moore & Co. | 0.02% | Reduce -10.6% | 3,351 | $223K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 3,324 | $221K |
| Intrua Financial, LLC | 0.02% | New | 3,321 | $221K |
| First Trust Advisors LP | 0.00% | Add +1.1% | 3,290 | $219K |
| Ellis Investment Partners, LLC | 0.04% | New | 3,245 | $216K |
| Lunt Capital Management, Inc. | 0.08% | New | 3,237 | $215K |
| TCFG Wealth Management, LLC | 0.08% | No change | 3,143 | $211K |
| Northern Trust Corp. | 0.00% | No change | 3,155 | $210K |
| Betterment LLC | 0.00% | New | 3,092 | $205K |
| Simmons Bank | 0.01% | New | 3,085 | $205K |
| Cedar Mountain Advisors, LLC | 0.04% | No change | 2,955 | $196K |
| Morgan Stanley | 0.00% | Add +43.2% | 2,716 | $180K |
| AlphaCore Capital LLC | 0.00% | No change | 2,650 | $176K |
| Ulland Investment Advisors, LLC | 0.13% | Add +2.1% | 2,420 | $161K |
| Financial Network Wealth Advisors LLC | 0.15% | Reduce -6.0% | 2,102 | $140K |
| N.E.W. Advisory Services LLC | 0.01% | Add +12.2% | 1,963 | $130K |
| Bank of Montreal | 0.00% | Add +0.2% | 1,916 | $127K |
| LRI Investments, LLC | 0.01% | New | 1,899 | $126K |
| Millstone Evans Group, LLC | 0.07% | No change | 1,870 | $124K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,870 | $124K |
| Harbor Asset Planning, Inc. | 0.09% | Add +5.3% | 1,553 | $103K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $100K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 1,340 | $89K |
| Signature Equity Partners, LLC | 0.04% | — | 1,201 | $80K |
| Root Financial Partners, LLC | 0.00% | No change | 1,200 | $80K |
| Hantz Financial Services, Inc. | 0.00% | New | 906 | $60K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 898 | $60K |
| Assetmark, Inc. | 0.00% | Add +22.8% | 776 | $52K |
| Wells Fargo & Company | 0.00% | Reduce -41.9% | 644 | $43K |
| High Note Wealth, LLC | 0.01% | New | 622 | $41K |
| Parallel Advisors, LLC | 0.00% | Reduce -55.3% | 534 | $35K |
| Gilpin Wealth Management, LLC | 0.03% | — | 516 | $34K |
| ORG Partners LLC | 0.01% | Reduce -10.7% | 442 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.2% | 437 | $29K |
| Vision Financial Markets LLC | 0.03% | No change | 410 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 319 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -66.3% | 303 | $20K |
| Cwm, LLC | 0.00% | Add +31.9% | 298 | $20K |
| Islay Capital Management, LLC | 0.01% | New | 300 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Add +82.9% | 300 | $20K |
| FMR LLC | 0.00% | Add +34.3% | 274 | $18K |
| MCF Advisors LLC | 0.00% | New | 175 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 150 | $10K |
| Investors Portfolio Services LLC | 0.01% | — | 127 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -99.2% | 119 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.9% | 72 | $5K |
| Bayban | 0.00% | — | 46 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 42 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 26 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 25 | $2K |
| Triumph Capital Management | 0.00% | New | 21 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 19 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| Financial Connections Group, Inc. | 0.00% | New | 19 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 13 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 15 | $997 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $336 |
| Allworth Financial LP | 0.00% | No change | 1 | $67 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.6% | 1 | $66 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.