JPMorgan Hedged Equity ETFHELOETF
13F holders, Q1 2026 (March 31)386holders +10
37new positions
28sold out
4famous investors
$63.93avg. 13F price*
At the end of Q1 2026, 386 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 10 from Q4 2025. 37 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($221.1M), Forvis Mazars Wealth Advisors, LLC ($185.0M) and Envestnet Asset Management Inc. ($163.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $58.2M |
| Exits | 28 | $22.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,528,999 shares bought and 2,692,245 shares sold, net +2,836,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| LPL Financial LLC | 0.06% | Add +8.4% | 3,458,953 | $221.1M |
| Forvis Mazars Wealth Advisors, LLC | 3.51% | Add +9.8% | 2,894,024 | $185.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +36.8% | 2,564,278 | $163.9M |
| Bank of America Corp. | 0.01% | Add +9.3% | 2,420,158 | $154.7M |
| Bank of New York Mellon Corp | 0.03% | Add +10.1% | 2,229,653 | $142.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -4.8% | 1,889,658 | $120.7M |
| Raymond James Financial Inc. | 0.04% | Add +5.1% | 1,830,717 | $117.0M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -15.6% | 1,706,244 | $109.4M |
| Cetera Investment Advisers | 0.11% | Add +70.8% | 1,584,346 | $101.3M |
| CGC Financial Services, LLC | 20.13% | Add +0.2% | 1,090,050 | $69.7M |
| HighTower Advisors, LLC | 0.07% | Add +4.6% | 1,004,470 | $64.2M |
| Ameriprise Financial Inc. | 0.01% | Add +31.9% | 976,660 | $62.4M |
| Legacy Financial Group LLC | 7.77% | Add +0.7% | 967,024 | $61.8M |
| UBS Group AG | 0.01% | Add +2.5% | 919,308 | $58.8M |
| Focus Partners Wealth | 0.06% | Add +1.2% | 780,654 | $49.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.5% | 749,393 | $47.9M |
| Rwa Wealth Partners, LLC | 0.50% | Reduce -8.8% | 708,571 | $45.3M |
| Peterson Wealth Advisors, LLC | 6.00% | Add +3.2% | 706,317 | $45.1M |
| Taylor Securities Services, Inc. | 20.74% | Reduce -7.2% | 695,057 | $44.4M |
| JPMorgan Chase & Co. | 0.00% | Add +34.8% | 543,744 | $34.4M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 511,303 | $32.7M |
| MML Investors Services, LLC | 0.08% | Reduce -7.7% | 459,978 | $29.4M |
| United Capital Financial Advisors, LLC | 0.18% | Add +8.8% | 448,851 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +2.9% | 437,084 | $27.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -34.0% | 407,144 | $26.0M |
| Mariner, LLC | 0.02% | Add +3.6% | 329,299 | $21.0M |
| Advisory Services Network, LLC | 0.27% | Add +39.4% | 316,622 | $20.2M |
| Brookstone Capital Management | 0.22% | Add +23.9% | 298,189 | $19.1M |
| Garrett Wealth Advisory Group, LLC | 3.32% | New | 292,018 | $18.7M |
| Triad Wealth Partners, LLC | 1.42% | Add +54.1% | 280,770 | $17.9M |
| Longview Financial Advisors LLC | 9.26% | Add +6.4% | 266,746 | $17.0M |
| Campbell Deegan Wealth Management, LLC | 13.61% | Add +4.4% | 264,937 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -24.8% | 264,014 | $16.9M |
| HTG Investment Advisors, Inc. | 4.77% | Add +1.4% | 261,547 | $16.7M |
| Carr Financial Group Corp | 4.21% | Add +15.4% | 249,734 | $16.0M |
| Leo Wealth, LLC | 1.13% | Reduce -5.2% | 243,451 | $15.6M |
| Pinnacle Associates Ltd. | 0.20% | Add +105.1% | 237,560 | $15.2M |
| Cary Street Partners Financial LLC | 0.35% | Reduce -7.9% | 222,792 | $14.2M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +1.3% | 213,073 | $13.6M |
| Patten & Patten Inc. | 0.82% | Reduce -13.2% | 211,965 | $13.5M |
| Signaturefd, LLC | 0.20% | Reduce -22.6% | 207,847 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -2.0% | 205,422 | $13.1M |
| CENTRAL TRUST Co | 0.26% | Reduce -5.8% | 203,253 | $13.0M |
| Aspire Capital Advisors LLC | 2.90% | Add +3.6% | 201,832 | $12.9M |
| WealthPlan Investment Management, LLC | 0.72% | Reduce -4.6% | 201,764 | $12.9M |
| Capital Planning Advisors, LLC | 1.78% | Add +2.9% | 192,856 | $12.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.81% | Add +106.2% | 185,430 | $11.9M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -9.3% | 182,626 | $11.7M |
| Crewe Advisors LLC | 0.98% | Add +18.8% | 179,671 | $11.5M |
| Wick Capital Partners, LLC | 2.05% | Add +1.0% | 175,621 | $11.2M |
| Avior Wealth Management, LLC | 0.31% | Add +1.1% | 172,428 | $11.0M |
| Avidian Wealth Enterprises, LLC | 0.34% | New | 169,904 | $10.9M |
| Owl Creek Wealth Partners LLC | 3.80% | — | 166,834 | $10.7M |
| &partners | 0.05% | Add +7.7% | 163,622 | $10.4M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -17.8% | 162,463 | $10.4M |
| Visionary Wealth Advisors | 0.46% | Reduce -13.2% | 162,211 | $10.4M |
| Waverly Advisors, LLC | 0.08% | Add +0.0% | 158,504 | $10.1M |
| SouthState Bank Corp | 0.46% | Add +6.6% | 155,884 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.8% | 152,645 | $9.8M |
| Curtis Advisory Group, LLC | 2.06% | Add +1.2% | 149,721 | $9.6M |
| Lifelong Wealth Advisors, Inc. | 2.52% | Add +3.5% | 147,747 | $9.4M |
| Orrstown Financial Services Inc. | 1.58% | Add +23.4% | 147,270 | $9.4M |
| Aire Advisors, LLC | 1.71% | Add +2.9% | 146,382 | $9.4M |
| Archford Capital Strategies, LLC | 1.06% | Add +888.2% | 144,850 | $9.3M |
| MAI Capital Management | 0.05% | Add +35.0% | 143,156 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -4.4% | 140,509 | $9.0M |
| Avaii Wealth Management, LLC | 2.93% | Add +1.3% | 131,378 | $8.4M |
| Philip James Wealth Mangement, LLC | 1.02% | Reduce -32.8% | 131,134 | $8.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.2% | 130,908 | $8.4M |
| Bluedoor Private Wealth, LLC | 3.63% | Add +11.4% | 122,654 | $7.8M |
| Alaska Permanent Capital Management, LLC | 0.55% | Add +9.6% | 122,243 | $7.8M |
| USAdvisors Wealth Management, LLC | 2.58% | Add +7.5% | 122,850 | $7.8M |
| Prairieview Wealth Partners, LLC | 6.26% | Add +3.1% | 119,523 | $7.6M |
| Allegheny Financial Group | 1.01% | Add +51.4% | 117,678 | $7.5M |
| Daymark Wealth Partners, LLC | 0.23% | Add +2.9% | 114,226 | $7.3M |
| Oak Wealth Advisors LLC | 3.98% | Add +6.7% | 113,365 | $7.2M |
| Crusonia Wealth Advisors LLC | 1.47% | Add +11.1% | 111,418 | $7.1M |
| Planned Solutions, Inc. | 2.32% | Add +0.0% | 109,884 | $7.0M |
| Summit Financial, LLC | 0.09% | Reduce -2.9% | 107,881 | $6.9M |
| Fiduciary Alliance LLC | 0.41% | Add +12.1% | 101,191 | $6.7M |
| HUB Investment Partners, LLC | 0.16% | Reduce -1.1% | 105,314 | $6.7M |
| Moneco Advisors, LLC | 0.52% | Reduce -8.7% | 104,094 | $6.7M |
| Sprinkle Financial Consultants LLC | 3.01% | Add +40.4% | 101,584 | $6.5M |
| Hughes Financial Services, LLC | 0.99% | Reduce -0.5% | 100,541 | $6.4M |
| Integrity Alliance, Llc. | 0.24% | Add +2.5% | 99,081 | $6.3M |
| Compass Financial Services Inc | 2.70% | Add +204.2% | 97,626 | $6.2M |
| SkyView Investment Advisors, LLC | 0.83% | Add +13.3% | 96,624 | $6.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +12.8% | 94,913 | $6.1M |
| Skyline Advisors, Inc. | 2.08% | Reduce -49.0% | 93,488 | $6.0M |
| WealthPLAN Partners, LLC | 1.14% | Reduce -18.1% | 92,584 | $5.9M |
| Cooper Financial Group | 0.59% | Add +7.8% | 91,608 | $5.9M |
| OneDigital Investment Advisors LLC | 0.06% | Add +34.3% | 91,288 | $5.8M |
| Palumbo Wealth Management LLC | 1.41% | Add +7.9% | 90,331 | $5.8M |
| Smallwood Wealth Investment Management, LLC | 3.00% | Add +7.7% | 89,163 | $5.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.62% | Add +9.6% | 82,846 | $5.3M |
| Alaska Wealth Advisors, LLC | 0.62% | Add +5.4% | 81,339 | $5.2M |
| Strategic Financial Concepts, LLC | 1.25% | New | 80,422 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +523.8% | 75,728 | $4.8M |
| DeDora Capital, Inc. | 1.18% | Add +8.7% | 75,312 | $4.8M |
| Cordgrass Capital Advisors, LLC | 1.12% | Add +1.7% | 74,638 | $4.8M |
| Foundations Investment Advisors, LLC | 0.06% | Add +28.6% | 69,790 | $4.5M |
| Capital Investment Advisory Services, LLC | 0.32% | Add +55.5% | 69,010 | $4.4M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -9.6% | 68,066 | $4.4M |
| Penney Financial, LLC | 1.67% | Add +6.6% | 68,023 | $4.3M |
| Financial Management Professionals, Inc. | 0.49% | Add +7.3% | 67,907 | $4.3M |
| Perigon Wealth Management, LLC | 0.08% | Add +5.0% | 67,405 | $4.3M |
| Gotham Asset Management | 0.01% | No change | 66,319 | $4.2M |
| Mach-1 Financial Group, LLC | 1.49% | Add +2.6% | 66,029 | $4.2M |
| Firestone Capital Management | 0.88% | Add +10.7% | 65,795 | $4.2M |
| Wealth Advisors of Tampa Bay, LLC | 1.33% | Add +4.9% | 62,747 | $4.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +99.2% | 62,736 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.8% | 60,510 | $3.9M |
| Renasant Bank | 2.70% | Reduce -0.2% | 59,752 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.4% | 57,140 | $3.7M |
| Marshall & Sterling Wealth Advisors Inc. | 2.37% | Reduce -7.8% | 56,620 | $3.6M |
| Echo Wealth Management, LLC | 2.04% | Reduce -22.4% | 55,343 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -22.3% | 55,139 | $3.5M |
| Paladin Advisory Group, LLC | 2.60% | Reduce -2.4% | 53,470 | $3.4M |
| Jane Street Group, LLC | 0.00% | New | 51,550 | $3.3M |
| Park Place Capital Corp | 0.66% | Add +16.4% | 51,148 | $3.3M |
| Tradition Wealth Management, LLC | 0.23% | Add +264.6% | 50,091 | $3.2M |
| Harbor Investment Advisory, LLC | 0.25% | Add +16.0% | 49,932 | $3.2M |
| Family Capital Management, Inc. | 1.41% | Add +33.2% | 49,444 | $3.2M |
| Shore Point Advisors, LLC | 1.23% | Add +0.2% | 48,740 | $3.1M |
| Clarity Retirement & Wealth, LLC | 2.51% | Add +27.0% | 48,737 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +29.3% | 46,612 | $3.1M |
| Independent Advisor Alliance | 0.03% | New | 48,301 | $3.1M |
| SK Wealth Management, LLC | 0.84% | Reduce -10.8% | 47,355 | $3.0M |
| Coordinated Financial Services, Inc. | 1.71% | Reduce -3.2% | 45,893 | $2.9M |
| Clear Creek Financial Management, LLC | 0.22% | Add +0.9% | 45,850 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -16.9% | 45,684 | $2.9M |
| RFG Advisory, LLC | 0.05% | Add +6.5% | 45,524 | $2.9M |
| Harbour Investments, Inc. | 0.04% | Add +2.8% | 44,966 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +16.5% | 44,717 | $2.9M |
| Convergence Financial, LLC | 0.29% | Add +15.8% | 40,270 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +31.6% | 41,721 | $2.7M |
| Sincerus Advisory, LLC | 1.98% | Add +9.8% | 40,783 | $2.6M |
| Advyzon Investment Management, LLC | 0.23% | New | 40,665 | $2.6M |
| Kennedy Investment Group, Inc. | 1.02% | Reduce -12.1% | 40,633 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.3% | 40,451 | $2.6M |
| Selby Wealth Management, LLC | 1.02% | Reduce -2.4% | 40,327 | $2.6M |
| Purkiss Capital Advisors LLC | 1.11% | Add +11.2% | 39,384 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 39,250 | $2.5M |
| Yarger Wealth Strategies, LLC | 0.95% | Add +60.0% | 36,814 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -12.2% | 36,628 | $2.3M |
| Milestone Asset Management, LLC | 0.43% | Add +8.4% | 36,407 | $2.3M |
| Beto Financial Group, LLC | 1.35% | Reduce -52.0% | 33,993 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +2.5% | 35,624 | $2.3M |
| Sun Financial Inc | 1.13% | Reduce -8.6% | 33,151 | $2.3M |
| McLaughlin Asset Management, Inc. | 2.15% | Add +40.9% | 35,151 | $2.2M |
| Indivisible Partners | 0.20% | Add +44.5% | 35,075 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.57% | Add +11.5% | 34,973 | $2.2M |
| Larch Capital Partners LLC | 0.32% | Reduce -16.6% | 34,605 | $2.2M |
| YHB Investment Advisors, Inc. | 0.16% | Add +20.8% | 33,957 | $2.2M |
| Grant Private Wealth Management Inc | 1.14% | Reduce -12.3% | 33,611 | $2.1M |
| IAG Wealth Partners, LLC | 0.23% | Reduce -0.0% | 32,452 | $2.1M |
| Arwa LLC | 1.01% | Add +206.5% | 31,223 | $2.0M |
| McDonald Partners LLC | 0.47% | Add +89.0% | 31,190 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.9% | 30,898 | $2.0M |
| CPC Advisors, LLC | 0.32% | Reduce -90.8% | 30,875 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Add +49.5% | 29,217 | $1.9M |
| Citadel Advisors | 0.00% | New | 28,397 | $1.8M |
| Security National Bank | 0.26% | Add +21.5% | 28,255 | $1.8M |
| IFP Advisors, Inc | 0.04% | Add +3.4% | 28,021 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | Add +19.8% | 27,580 | $1.8M |
| Evolution Wealth Advisors, LLC | 0.18% | Reduce -8.4% | 27,287 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Add +41.2% | 27,209 | $1.7M |
| Riverchase Wealth Management, LLC | 0.90% | New | 26,914 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -8.1% | 26,713 | $1.7M |
| Mayfair Advisory Group, LLC | 0.58% | Reduce -12.7% | 25,867 | $1.7M |
| Koshinski Asset Management, Inc. | 0.10% | Add +13.9% | 25,851 | $1.7M |
| Magnolia Capital Advisors LLC | 0.32% | New | 25,395 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +4.2% | 24,908 | $1.6M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -8.3% | 24,763 | $1.6M |
| Legacy Wealth Managment, LLC | 0.79% | Reduce -1.1% | 24,693 | $1.6M |
| Vise Technologies, Inc. | 0.03% | No change | 23,504 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.1% | 24,266 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.8% | 23,152 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +17.1% | 23,148 | $1.5M |
| Lakeridge Wealth Management LLC | 0.63% | Add +9.5% | 22,873 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 22,587 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +14.8% | 21,248 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.15% | Add +12.4% | 21,099 | $1.3M |
| NCM Capital Management, LLC | 0.48% | Reduce -3.5% | 20,873 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +2.3% | 20,074 | $1.3M |
| MN Wealth Advisors, LLC | 0.62% | Reduce -2.0% | 19,946 | $1.3M |
| Essential Investment Partners LLC | 1.18% | Reduce -4.0% | 19,915 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1.0% | 19,684 | $1.3M |
| Saxony Capital Management, LLC | 0.72% | Reduce -9.5% | 19,347 | $1.2M |
| Semus Wealth Partners LLC | 0.68% | Add +0.1% | 19,084 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +88.6% | 19,055 | $1.2M |
| Sierra Ocean, LLC | 1.00% | Add +8.4% | 19,032 | $1.2M |
| Krilogy Financial LLC | 0.04% | Reduce -1.0% | 18,163 | $1.2M |
| Nvwm, LLC | 0.27% | Add +30.6% | 18,763 | $1.2M |
| Capital Analysts, LLC | 0.03% | Add +35.0% | 18,229 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -8.8% | 18,004 | $1.2M |
| Mechanics Bank Trust Department | 0.16% | Reduce -1.7% | 17,810 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.2% | 17,687 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -7.6% | 17,488 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +13.1% | 17,324 | $1.1M |
| Allen Capital Group, LLC | 0.10% | Reduce -0.2% | 17,023 | $1.1M |
| M Holdings Securities, Inc. | 0.07% | Add +33.8% | 15,987 | $1.1M |
| Plan Group Financial, LLC | 0.24% | Reduce -1.0% | 16,017 | $1.0M |
| Denver PWM, LLC | 0.35% | Reduce -59.1% | 15,041 | $1.0M |
| Lionsbridge Wealth Management LLC | 1.01% | Reduce -31.4% | 15,665 | $1.0M |
| Integrity Investment Advisors, LLC | 0.54% | Reduce -7.0% | 15,540 | $993K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,539 | $993K |
| Baker Tilly Wealth Management, LLC | 0.24% | No change | 15,455 | $988K |
| Hicks Capital Management LLC | 0.98% | Reduce -3.4% | 15,358 | $982K |
| Key Financial Inc | 0.17% | Add +281.7% | 15,301 | $978K |
| JSF Financial, LLC | 0.19% | Reduce -0.0% | 15,210 | $972K |
| Cozad Asset Management Inc. | 0.08% | Add +0.0% | 15,144 | $968K |
| Simplicity Wealth,LLC | 0.05% | Add +30.6% | 14,916 | $953K |
| Mascagni Wealth Management, Inc. | 0.68% | Add +13.5% | 14,860 | $950K |
| Balentine LLC | 0.04% | Reduce -5.5% | 14,758 | $943K |
| Strategic Wealth Advisors LLC | 0.75% | Add +5.5% | 14,721 | $940K |
| Breakwater Capital Group | 0.12% | Reduce -3.1% | 14,502 | $927K |
| Farther Finance Advisors, LLC | 0.01% | Add +15.8% | 14,178 | $909K |
| Jefferies Financial Group Inc. | 0.01% | New | 14,214 | $908K |
| Boston Family Office LLC | 0.06% | Add +35.4% | 14,165 | $905K |
| Morgan Stanley | 0.00% | Add +418.1% | 14,071 | $899K |
| Western Wealth Management, LLC | 0.03% | Reduce -48.2% | 14,061 | $899K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -88.4% | 14,007 | $895K |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 13,785 | $881K |
| Corient Private Wealth LP | 0.00% | No change | 13,768 | $880K |
| Members Wealth LLC | 0.52% | Add +2.6% | 13,019 | $875K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 13,572 | $867K |
| Madison Wealth Partners, Inc | 0.13% | Add +5.2% | 12,636 | $808K |
| Secured Retirement Advisors, LLC | 0.45% | Add +14.6% | 12,414 | $793K |
| Ehrlich Financial Group | 0.45% | Add +40.1% | 12,347 | $789K |
| WNY Asset Management, LLC | 0.08% | — | 12,236 | $782K |
| Atria Investments, Inc | 0.01% | Add +2.9% | 11,890 | $760K |
| Mountain Capital Investment Advisors Inc. | 0.11% | Reduce -6.8% | 11,190 | $753K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -21.0% | 11,779 | $753K |
| First PREMIER Bank | 0.17% | Add +59.0% | 11,759 | $752K |
| Simmons Bank | 0.05% | Add +270.6% | 11,432 | $731K |
| Total Clarity Wealth Management, Inc. | 0.16% | Add +0.6% | 10,849 | $693K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +6.9% | 10,582 | $676K |
| Axis Wealth Partners, LLC | 0.36% | Add +15.3% | 10,509 | $672K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -35.2% | 10,405 | $665K |
| Signal Advisors Wealth, LLC | 0.04% | New | 10,180 | $651K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,100 | $645K |
| SageView Advisory Group, LLC | 0.02% | Reduce -8.6% | 10,029 | $641K |
| Birchwood Financial Partners, Inc. | 0.61% | Add +7.7% | 9,933 | $635K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.8% | 9,815 | $627K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.1% | 9,753 | $623K |
| Golden State Wealth Management, LLC | 0.06% | Add +6.2% | 9,216 | $589K |
| Interchange Capital Partners, LLC | 0.18% | New | 9,777 | $583K |
| Private Trust Co. NA | 0.05% | Add +0.7% | 9,056 | $579K |
| Soundwatch Capital LLC | 0.07% | New | 9,041 | $578K |
| Modern Wealth Management, LLC | 0.01% | Reduce -11.9% | 8,738 | $560K |
| CAP Partners, LLC | 0.31% | Add +2.2% | 8,674 | $554K |
| Stephens Inc. | 0.01% | Reduce -54.2% | 8,533 | $545K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.9% | 8,485 | $542K |
| Milestone Investment Advisors LLC | 0.13% | Add +4.6% | 8,412 | $538K |
| Private Wealth Partners, LLC | 0.04% | No change | 8,000 | $511K |
| Prevail Innovative Wealth Advisors, LLC | 0.09% | Reduce -93.2% | 7,907 | $505K |
| AE Wealth Management LLC | 0.00% | Add +53.1% | 7,761 | $496K |
| Bank of Marin | 0.36% | Reduce -0.2% | 7,617 | $487K |
| Core Wealth Partners LLC | 0.23% | Add +0.1% | 7,610 | $486K |
| WASHINGTON TRUST Co | 0.02% | New | 7,549 | $482K |
| Dakota Wealth Management | 0.01% | Reduce -6.3% | 7,462 | $477K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -33.2% | 6,935 | $443K |
| Clearstead Trust, LLC | 0.07% | No change | 6,879 | $440K |
| Savvy Advisors, Inc. | 0.01% | Reduce -4.5% | 6,813 | $435K |
| BLVD Private Wealth, LLC | 0.37% | Reduce -5.8% | 6,729 | $430K |
| Ewa, LLC | 0.10% | Add +0.1% | 6,720 | $429K |
| AdvisorNet Financial, Inc | 0.02% | No change | 6,720 | $429K |
| Cerity Partners LLC | 0.00% | Reduce -17.4% | 6,711 | $429K |
| Modus Advisors, LLC | 0.12% | New | 6,627 | $424K |
| Fifth Third Bancorp | 0.00% | New | 6,558 | $419K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.1% | 6,529 | $417K |
| Investment Advisory Group, LLC | 0.11% | Add +7.4% | 6,471 | $414K |
| Ancora Advisors LLC | 0.01% | Reduce -26.1% | 6,452 | $412K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 6,430 | $411K |
| Cpwa, LLC | 0.48% | — | 5,924 | $400K |
| Thayer Partners, LLC / MA | 0.19% | New | 6,236 | $399K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 6,006 | $384K |
| CoreCap Advisors, LLC | 0.01% | Add +13.8% | 5,987 | $383K |
| Lewis Asset Management, LLC | 0.15% | Add +5.3% | 5,815 | $372K |
| Vantage Point Financial LLC | 0.13% | Add +55.3% | 5,811 | $371K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | No change | 5,630 | $360K |
| Ankerstar Wealth, LLC | 0.38% | Reduce -26.7% | 5,624 | $359K |
| Adapt Wealth Advisors, LLC | 0.13% | No change | 5,499 | $351K |
| Roman Butler Fullerton & Co. | 0.10% | Add +6.2% | 5,363 | $349K |
| Creative Planning | 0.00% | Reduce -13.8% | 5,319 | $340K |
| StoneX Group Inc. | 0.02% | Add +35.6% | 5,299 | $339K |
| Keystone Financial Group | 0.02% | New | 5,243 | $335K |
| Essex Bank | 0.07% | Reduce -43.6% | 5,234 | $334K |
| Whipplewood Advisors, LLC | 0.17% | Add +2.1% | 5,202 | $332K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -3.9% | 4,982 | $318K |
| Legacy CG, LLC | 0.09% | No change | 4,910 | $314K |
| Resurgent Financial Advisors LLC | 0.11% | Add +2.6% | 4,861 | $311K |
| Avestar Capital, LLC | 0.02% | No change | 4,814 | $308K |
| Summitpoint Capital Management | 0.39% | — | 4,593 | $305K |
| Athena Wealth Management, LLC | 0.25% | Reduce -35.4% | 4,744 | $303K |
| Renaissance Technologies | 0.00% | Reduce -61.2% | 4,621 | $295K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -52.5% | 4,532 | $290K |
| Fortitude Advisory Group L.L.C. | 0.13% | New | 4,382 | $280K |
| Genesis Private Wealth, LLC | 0.09% | Add +2.9% | 4,342 | $277K |
| Merit Financial Group, LLC | 0.00% | Reduce -13.7% | 4,293 | $274K |
| FMR LLC | 0.00% | Add +1437.2% | 4,212 | $269K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 4,209 | $269K |
| Cauble & Harre Wealth Management, Inc. | 0.21% | Reduce -3.5% | 3,916 | $265K |
| Fortis Advisors, LLC | 0.13% | Add +0.1% | 4,126 | $264K |
| Gradient Investments LLC | 0.00% | Reduce -98.3% | 4,097 | $262K |
| Investment Planning Advisors, Inc. | 0.07% | Reduce -0.1% | 4,094 | $262K |
| Ignite Planners, LLC | 0.04% | Reduce -17.4% | 4,071 | $260K |
| Vienna Asset Management LLC | 0.20% | Reduce -16.3% | 4,031 | $258K |
| AQR Capital Management | 0.00% | No change | 4,027 | $257K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | New | 3,960 | $255K |
| Allred Capital Management, LLC | 0.09% | Add +17.0% | 3,955 | $253K |
| Confluence Wealth Services, Inc. | 0.01% | Add +1.6% | 3,928 | $251K |
| High Net Worth Advisory Group LLC | 0.06% | New | 3,905 | $250K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +2.4% | 3,716 | $237K |
| Essex Financial Services, Inc. | 0.01% | Add +0.1% | 3,688 | $236K |
| Maia Wealth LLC | 0.04% | Reduce -0.1% | 3,629 | $232K |
| Arkadios Wealth Advisors | 0.00% | Reduce -4.9% | 3,625 | $232K |
| Ellis Investment Partners, LLC | 0.04% | Add +11.0% | 3,602 | $230K |
| Kovack Advisors, Inc. | 0.01% | Add +0.1% | 3,601 | $230K |
| Betterment LLC | 0.00% | Add +16.5% | 3,601 | $230K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 3,530 | $226K |
| Midwest Trust Co | 0.00% | No change | 3,500 | $224K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 3,482 | $223K |
| Claro Advisors Inc. | 0.03% | No change | 3,450 | $220K |
| Pasadena Private Wealth, LLC | 0.03% | No change | 3,441 | $220K |
| Cambridge Advisors Inc. | 0.04% | Add +0.5% | 3,410 | $218K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.1% | 3,327 | $213K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 3,317 | $212K |
| Lunt Capital Management, Inc. | 0.08% | Add +1.3% | 3,279 | $210K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 3,255 | $208K |
| TCFG Wealth Management, LLC | 0.08% | Add +0.9% | 3,173 | $203K |
| TCFG Investment Advisors, LLC | 0.08% | — | 3,173 | $203K |
| Prosperity Bancshares Inc | 0.16% | New | 3,160 | $202K |
| Cedar Mountain Advisors, LLC | 0.04% | No change | 2,955 | $189K |
| ADG Wealth Management Group, LLC | 0.12% | New | 2,787 | $178K |
| AlphaCore Capital LLC | 0.00% | No change | 2,650 | $169K |
| Ulland Investment Advisors, LLC | 0.13% | No change | 2,420 | $155K |
| Cwm, LLC | 0.00% | Add +581.5% | 2,031 | $130K |
| Oakworth Capital, Inc. | 0.01% | Reduce -44.5% | 1,977 | $126K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,918 | $123K |
| LRI Investments, LLC | 0.01% | No change | 1,899 | $121K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -10.1% | 1,889 | $121K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,870 | $120K |
| Millstone Evans Group, LLC | 0.07% | No change | 1,870 | $120K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -11.6% | 1,735 | $111K |
| Harbor Asset Planning, Inc. | 0.09% | Add +9.8% | 1,705 | $109K |
| Signature Equity Partners, LLC | 0.06% | Add +38.8% | 1,667 | $107K |
| Gilpin Wealth Management, LLC | 0.08% | Add +193.8% | 1,516 | $97K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $96K |
| Jones Financial Companies LLLP | 0.00% | New | 1,478 | $94K |
| Reyes Financial Architecture, Inc. | 0.07% | Add +0.1% | 1,341 | $86K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 898 | $57K |
| Wells Fargo & Company | 0.00% | Add +30.4% | 840 | $54K |
| Assetmark, Inc. | 0.00% | Add +0.1% | 777 | $50K |
| Quadrant Capital Group LLC | 0.00% | New | 725 | $46K |
| High Note Wealth, LLC | 0.01% | No change | 622 | $40K |
| Parallel Advisors, LLC | 0.00% | No change | 534 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | New | 490 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 449 | $29K |
| Your Advocates Ltd., LLP | 0.01% | New | 447 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 437 | $28K |
| Vision Financial Markets LLC | 0.02% | Reduce -3.9% | 394 | $25K |
| Anfield Capital Management, LLC | 0.01% | No change | 319 | $20K |
| Larson Financial Group LLC | 0.00% | No change | 303 | $19K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -93.7% | 302 | $19K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 300 | $19K |
| MCF Advisors LLC | 0.00% | No change | 175 | $11K |
| Steph & Co. | 0.00% | New | 170 | $11K |
| Spire Wealth Management | 0.00% | New | 149 | $10K |
| Investors Portfolio Services LLC | 0.01% | No change | 127 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 119 | $8K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 101 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -11.1% | 64 | $4K |
| True Wealth Design, LLC | 0.00% | New | 57 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 42 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 26 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 25 | $2K |
| Lavaca Capital LLC | 0.00% | New | 23 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 19 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1800.0% | 19 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 15 | $959 |
| Birchbrook, Inc. | 0.00% | No change | 5 | $324 |
| Allworth Financial LP | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.