Who Owns HOLA?
JPMorgan International Hedged Equity Laddered Overlay ETF — Institutional Ownership & 13F Holdings
$53.96
+0.92 (+1.73%)
Market Cap
$293.9M
Shares Outstanding
5,095,082
Institutional Holders
3
Total Inst. Value
$1.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
0
Increased
1
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | COZAD ASSET MANAGEMENT INC | $727K | 12,186 |
| 2 | Ancora Advisors LLC | $468K | 7,839 |
| 3 | Pinnacle Wealth Management Advisory Group, LLCNew | $346K | 5,790 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| COZAD ASSET MANAGEMENT INC | +3K | $727K |
| Pinnacle Wealth Management Advisory Group, LLCNew | +6K | $346K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ancora Advisors LLC | -2K | $468K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold HOLA?
As of Q1 2025, 3 institutional investors report holding HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF) in their 13F filings.
Which hedge fund owns the most HOLA?
The largest institutional holder of HOLA is COZAD ASSET MANAGEMENT INC with $727K in shares.
Are institutions buying or selling HOLA?
This quarter, 1 institutions opened new positions in HOLA and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.