JPMORGAN HEDGED EQUITY ETF HELO
$67.59
+0.0% 52w: $61.37 – $67.97
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data61.3764.6767.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
383
+9 QoQ
13F value
$3.11B
+2.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HELO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.5M | $221.1M | 0.1% | +8.4% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 2.9M | $185.0M | 3.5% | +9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $163.9M | 0.0% | +36.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $154.7M | 0.0% | +9.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.2M | $142.5M | 0.0% | +10.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $120.7M | 0.2% | -4.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $117.0M | 0.0% | +5.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.7M | $109.4M | 0.2% | -15.6% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $101.3M | 0.1% | +70.8% |
| CGC Financial Services, LLC | Wealth advisor | 1.1M | $69.7M | 20.1% | +0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 1.0M | $64.2M | 0.1% | +4.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 976.7K | $62.4M | 0.0% | +31.9% |
| Legacy Financial Group LLC | Wealth advisor | 967.0K | $61.8M | 7.8% | +0.7% |
| UBS Group AG | Bank broker | 919.3K | $58.8M | 0.0% | +2.5% |
| Focus Partners Wealth | Wealth advisor | 780.7K | $49.9M | 0.1% | +1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 749.4K | $47.9M | 0.1% | +7.5% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 708.6K | $45.3M | 0.5% | -8.9% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 706.3K | $45.1M | 6.0% | +3.2% |
| Taylor Securities Services, Inc. | Wealth advisor | 695.1K | $44.4M | 20.7% | -7.2% |
| JPMORGAN CHASE & CO | Bank broker | 543.7K | $34.4M | 0.0% | +34.8% |
| ROYAL BANK OF CANADA | Bank broker | 511.3K | $32.7M | 0.0% | +3.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 460.0K | $29.4M | 0.1% | -7.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 448.9K | $28.7M | 0.2% | +8.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 437.1K | $27.9M | 0.0% | +2.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 407.1K | $26.0M | 0.1% | -34.0% |
| Mariner, LLC | Diversified mechanical | 329.3K | $21.0M | 0.0% | +3.6% |
| Advisory Services Network, LLC | Diversified mechanical | 316.6K | $20.2M | 0.3% | +39.3% |
| Brookstone Capital Management | Wealth advisor | 298.2K | $19.1M | 0.2% | +23.9% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 292.0K | $18.7M | 3.3% | New |
| Triad Wealth Partners, LLC | Wealth advisor | 280.8K | $17.9M | 1.4% | +54.1% |
| Longview Financial Advisors LLC | Wealth advisor | 266.7K | $17.0M | 9.3% | +6.4% |
| Campbell Deegan Wealth Management, LLC | Wealth advisor | 264.9K | $16.9M | 13.6% | +4.4% |
| Private Advisor Group, LLC | Wealth advisor | 264.0K | $16.9M | 0.1% | -24.8% |
| HTG Investment Advisors, Inc. | Wealth advisor | 261.5K | $16.7M | 4.8% | +1.4% |
| Carr Financial Group Corp | Wealth advisor | 249.7K | $16.0M | 4.2% | +15.4% |
| Leo Wealth, LLC | Wealth advisor | 243.5K | $15.6M | 1.1% | -5.2% |
| PINNACLE ASSOCIATES LTD | Other | 237.6K | $15.2M | 0.2% | +105.1% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 222.8K | $14.2M | 0.4% | -7.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 213.1K | $13.6M | 0.2% | +1.3% |
| PATTEN & PATTEN INC/TN | Other | 212.0K | $13.5M | 0.8% | -13.2% |
| SIGNATUREFD, LLC | Wealth advisor | 207.8K | $13.3M | 0.2% | -22.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 205.4K | $13.1M | 0.0% | -2.0% |
| CENTRAL TRUST Co | Diversified mechanical | 203.3K | $13.0M | 0.3% | -5.8% |
| Aspire Capital Advisors LLC | Wealth advisor | 201.8K | $12.9M | 2.9% | +3.7% |
| WealthPlan Investment Management, LLC | Wealth advisor | 201.8K | $12.9M | 0.7% | -4.6% |
| Capital Planning Advisors, LLC | Wealth advisor | 192.9K | $12.3M | 1.8% | +2.9% |
| Pinnacle Wealth Management Advisory Group, LLC | Wealth advisor | 185.4K | $11.9M | 0.8% | +106.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 182.6K | $11.7M | 0.3% | -9.3% |
| Crewe Advisors LLC | Wealth advisor | 179.7K | $11.5M | 1.0% | +18.8% |
| Wick Capital Partners, LLC | Wealth advisor | 175.6K | $11.2M | 2.0% | +1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.