HELO
JPMorgan Hedged Equity Laddered Overlay ETF$65.37-0.58 (-0.88%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
3.1895562636850205e+298B
Total Value
$2.110001751651354e+245T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,189,556 | $211.0M | 0.06% | Share |
| 2 | Forvis Mazars Wealth Advisors, LLC | 2,636,850 | $175.2M | 3.31% | Share |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,021,674 | $135.4M | 0.18% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,874,721 | $124.0M | 0.04% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 1,827,657 | $121.0M | 0.01% | Share |
| 6 | Bank of New York Mellon Corp | 1,463,850 | $97.0M | 0.02% | Share |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,171,984 | $77.0M | 0.02% | Share |
| 8 | CGC Financial Services, LLC | 1,088,189 | $72.3M | 19.34% | Share |
| 9 | Legacy Financial Group LLC | 960,623 | $64.1M | 7.92% | Share |
| 10 | HighTower Advisors, LLC | 960,223 | $63.0M | 0.07% | Share |
| 11 | Legacy Financial Group LLC | 961,084 | $62.5M | 8.18% | Share |
| 12 | Cetera Investment Advisers | 927,434 | $61.0M | 0.07% | Share |
| 13 | OSAIC HOLDINGS, INC. | 925,645 | $61.0M | 0.09% | Share |
| 14 | UBS Group AG | 896,778 | $59.6M | 0.01% | Share |
| 15 | OSAIC HOLDINGS, INC. | 806,923 | $53.0M | 0.08% | Share |
| 16 | RWA WEALTH PARTNERS, LLC | 777,372 | $51.0M | 0.56% | Share |
| 17 | Focus Partners Wealth | 771,724 | $50.0M | 0.06% | Share |
| 18 | AMERIPRISE FINANCIAL INC | 733,044 | $48.0M | 0.01% | Share |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 696,926 | $46.0M | 0.06% | Share |
| 20 | Peterson Wealth Advisors, LLC | 684,554 | $45.5M | 6.06% | Share |
| 21 | Cambridge Investment Research Advisors, Inc. | 617,222 | $41.0M | 0.11% | Share |
| 22 | RAYMOND JAMES FINANCIAL INC | 570,190 | $37.0M | 0.01% | Share |
| 23 | MML INVESTORS SERVICES, LLC | 498,241 | $33.0M | 0.08% | Share |
| 24 | ROYAL BANK OF CANADA | 486,424 | $32.0M | 0.01% | Share |
| 25 | Bank of New York Mellon Corp | 455,275 | $30.0M | 0.01% | Share |
| 26 | STIFEL FINANCIAL CORP | 424,907 | $28.0M | 0.03% | Share |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 412,346 | $27.0M | 0.16% | Share |
| 28 | Private Advisor Group, LLC | 351,115 | $23.0M | 0.11% | Share |
| 29 | CPC Advisors, LLC | 337,442 | $22.4M | 2.26% | Share |
| 30 | Mariner, LLC | 317,990 | $21.0M | 0.03% | Share |
| 31 | JPMORGAN CHASE & CO | 329,614 | $21.0M | 0.00% | Share |
| 32 | SIGNATUREFD, LLC | 268,392 | $17.8M | 0.27% | Share |
| 33 | HTG Investment Advisors, Inc. | 257,952 | $17.1M | 5.26% | Share |
| 34 | Leo Wealth, LLC | 256,911 | $17.1M | 1.24% | Share |
| 35 | BANK OF AMERICA CORP /DE/ | 260,119 | $17.0M | 0.00% | Share |
| 36 | Campbell Deegan Wealth Management, LLC | 253,813 | $16.9M | 13.61% | Share |
| 37 | Longview Financial Advisors LLC | 250,745 | $16.7M | 9.18% | Share |
| 38 | PATTEN & PATTEN INC/TN | 244,071 | $16.2M | 0.95% | Share |
| 39 | OSAIC HOLDINGS, INC. | 251,269 | $16.0M | 0.02% | Share |
| 40 | Brookstone Capital Management | 240,598 | $16.0M | 0.18% | Share |
| 41 | Gradient Investments LLC | 233,843 | $15.5M | 0.25% | Share |
| 42 | Carr Financial Group Corp | 216,332 | $14.4M | 3.82% | Share |
| 43 | CENTRAL TRUST Co | 214,508 | $14.2M | 0.28% | Share |
| 44 | WealthPlan Investment Management, LLC | 211,478 | $14.0M | 0.90% | Share |
| 45 | Advisory Services Network, LLC | 224,209 | $14.0M | 0.20% | Share |
| 46 | Integrated Wealth Concepts LLC | 197,712 | $13.0M | 0.15% | Share |
| 47 | CreativeOne Wealth, LLC | 201,311 | $13.0M | 0.32% | Share |
| 48 | NewEdge Advisors, LLC | 209,673 | $13.0M | 0.05% | Share |
| 49 | GREAT VALLEY ADVISOR GROUP, INC. | 210,328 | $13.0M | 0.25% | Share |
| 50 | Philip James Wealth Mangement, LLC | 195,139 | $13.0M | 1.50% | Share |