Who Owns JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)?Hedge Fund & Institutional Holders

$52.33-0.12 (-0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.500000013507001e+208T

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$49.07$50.64$52.21$53.77$55.34Jul 25Nov 25Mar 26

HOLA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Valmark Advisers, Inc.New Position+133K+$7.0B
CARY STREET PARTNERS FINANCIAL LLCIncreased+125K+$6.6B
Farther Finance Advisors, LLCNew Position+71K+$3.7B
OSAIC HOLDINGS, INC.Increased+54K+$2.8B
Focus Partners WealthNew Position+53K+$2.0B
Investment Partners Asset Management, Inc.New Position+24K+$1.2B
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+21K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+38K+$1.0B
Alaska Permanent Capital Management, LLCNew Position+5K+$240.0M
WELLS FARGO & COMPANY/MNIncreased+6K+$227.8M
United Community BankNew Position+2K+$113.0M
Tradition Wealth Management, LLCIncreased+352+$25.4M
Security National BankNew Position+282K+$14.7M
Merit Financial Group, LLCNew Position+245K+$12.8M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+231+$12.0M

HOLA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
StoneX Group Inc.Closed Position-35K-$1.8B
Creative PlanningDecreased-115-$412.1M
UBS Group AGDecreased-5K-$252.2M
Koshinski Asset Management, Inc.Closed Position-4K-$203.6M
TCFG WEALTH MANAGEMENT, LLCClosed Position-134K-$109.8M
Marshall & Sterling Wealth Advisors Inc.Closed Position-2K-$81.7M
Longview Financial Advisors LLCDecreased-329-$17.6M
MORGAN STANLEYDecreased-35-$15K
FMR LLCClosed Position-21-$1K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROYAL BANK OF CANADA301,837$15.0B2.44%Share
2CARY STREET PARTNERS FINANCIAL LLC258,570$13.5B0.33%Share
3AMERIPRISE FINANCIAL INC162,056$8.0B1.81%Share
4Valmark Advisers, Inc.133,179$7.0B85.73%Share
5OSAIC HOLDINGS, INC.77,682$4.0B5.84%Share
6Farther Finance Advisors, LLC70,788$3.7B39.61%Share
7Focus Partners Wealth52,561$2.0B2.28%Share
8Investment Partners Asset Management, Inc.23,508$1.2B0.76%Share
9CARY STREET PARTNERS INVESTMENT ADVISORY LLC21,233$1.1B0.30%Share
10AMERIPRISE FINANCIAL INC36,575$1.0B0.23%Share
11WELLS FARGO & COMPANY/MN19,894$1.0B0.18%Share
12COZAD ASSET MANAGEMENT INC15,143$1.0B0.08%Share
13COMMONWEALTH EQUITY SERVICES, LLC38,122$1.0B1.33%Share
14Baird Financial Group, Inc.25,997$1.0B1.56%Share
15Tradition Wealth Management, LLC11,997$626.0M0.04%Share
16CARY STREET PARTNERS FINANCIAL LLC4,652$242.0M0.01%Share
17Alaska Permanent Capital Management, LLC4,584$240.0M0.02%Share
18United Community Bank2,169$113.0M0.04%Share
19Security National Bank273,819$14.3M2.05%Share
20UBS Group AG279$14.0M0.00%Share
21Merit Financial Group, LLC244,147$12.8M0.10%Share
22FLAGSHIP HARBOR ADVISORS, LLC231$12.0M0.00%Share
23FOUNDERS FINANCIAL SECURITIES LLC214,112$11.2M0.66%Share
24Longview Financial Advisors LLC226$11.0M0.01%Share
25Mariner, LLC183,343$9.0M0.01%Share
26Realta Investment Advisors146$7.0M0.00%Share
27LPL Financial LLC127,323$6.0M0.00%Share
28Pinnacle Wealth Management Advisory Group, LLC89,917$6.0M0.41%Share
29Sterling Investment Advisors, Ltd.98,677$5.2M0.95%Share
30WHITTIER TRUST CO OF NEVADA INC75$4.0M0.00%Share
31Cetera Investment Advisers80,404$4.0M0.00%Share
32JANE STREET GROUP, LLC74,047$3.0M0.00%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC15,615$815K0.01%Share
34Alaska Wealth Advisors, LLC10,478$547K0.07%Share
35Security National Bank8,080$422K0.06%Share
36Bryn Mawr Trust Advisors, LLC5,057$264K0.01%Share
37Strategic Wealth Advisors LLC5,052$263K0.22%Share
38Capital Analysts, LLC3,665$191K0.01%Share
39Capital Analysts, LLC1,064$56K0.00%Share
40Merit Financial Group, LLC542$28K0.00%Share
41GREAT VALLEY ADVISOR GROUP, INC.25,253$1K0.00%Share
42Cambridge Investment Research Advisors, Inc.5,015$00.00%Share
43Kestra Advisory Services, LLC2,306$00.00%Share
44Creative Planning7,876$00.00%Share
45Mariner, LLC4,248$00.00%Share
46RAYMOND JAMES FINANCIAL INC6,320$00.00%Share
47RAYMOND JAMES FINANCIAL INC2,084$00.00%Share
48Ancora Advisors LLC4,993$00.00%Share
49Ancora Advisors LLC3,733$00.00%Share
50UNITED CAPITAL FINANCIAL ADVISORS, LLC4,339$00.00%Share

HOLA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$61.8B+19
Q3 202529$61.6B+26
Q2 20253$3.7B+0
Q1 20253$1.5B+1
Q4 20242$1.2B+0
Q3 20242$185.3M+1
Q2 20241$157.9M+0
Q1 20241$180.8M—

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As of Q4 2025, 50 institutional investors hold HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF). The largest holder is ROYAL BANK OF CANADA with $15.0B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own HOLA?

As of Q4 2025, 50 institutional investors report holding HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF) in their 13F filings.

Who is the largest institutional holder of HOLA?

The largest institutional holder of HOLA is ROYAL BANK OF CANADA with $15.0B in shares.

Is institutional ownership of HOLA increasing or decreasing?

This quarter, 11 institutions opened new positions in HOLA and 5 closed their positions.