JPM INTLL HDG EQ LDDR OVRLY HOLA
$55.39
+0.9% 52w: $47.63 – $55.63
Latest 13F among current holders filed 44 days ago (May 22, 2026)
Price — last 12 months
research preview data47.6351.6355.63
Jul 14, 2025 Jul 2, 2026
Institutional holders
50
+3 QoQ
13F value
$146.6M
+1.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HOLA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 311.2K | $16.4M | 0.0% | +3.1% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 261.2K | $13.7M | 0.3% | -0.8% |
| Security National Bank | Other | 260.0K | $13.7M | 2.0% | -7.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 213.8K | $11.2M | 0.0% | +7.3% |
| Mariner, LLC | Diversified mechanical | 207.4K | $10.9M | 0.0% | +10.6% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 185.8K | $10.0M | 0.6% | -13.2% |
| Merit Financial Group, LLC | Wealth advisor | 156.5K | $8.2M | 0.1% | -36.0% |
| LPL Financial LLC | Bank broker | 144.7K | $7.6M | 0.0% | +13.6% |
| Valmark Advisers, Inc. | Wealth advisor | 142.2K | $7.5M | 0.1% | +6.8% |
| Sterling Investment Advisors, Ltd. | Other | 104.5K | $5.5M | 1.0% | +5.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 93.2K | $4.9M | 0.0% | +20.0% |
| Independent Wealth Advisors LLC | Wealth advisor | 86.2K | $4.5M | 4.4% | +6.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 67.8K | $3.6M | 0.0% | -4.3% |
| JANE STREET GROUP, LLC | Market maker | 56.8K | $3.0M | 0.0% | -23.3% |
| Focus Partners Wealth | Wealth advisor | 50.5K | $2.7M | 0.0% | -3.9% |
| Retirement Planning Group, LLC | Wealth advisor | 48.1K | $2.5M | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 45.8K | $2.4M | 0.0% | -43.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 40.4K | $2.1M | 0.0% | +6.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 30.8K | $1.6M | 0.0% | +50.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Other | 27.8K | $1.5M | 0.4% | +30.8% |
| JPMORGAN CHASE & CO | Bank broker | 27.0K | $1.4M | 0.0% | +162.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 26.0K | $1.4M | 0.0% | -0.1% |
| Investment Partners Asset Management, Inc. | Other | 23.9K | $1.3M | 0.8% | +1.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 22.5K | $1.2M | 0.0% | -11.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 15.6K | $821K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.1K | $635K | 0.0% | +43.6% |
| Tradition Wealth Management, LLC | Wealth advisor | 12.0K | $631K | 0.0% | Held |
| Alaska Wealth Advisors, LLC | Wealth advisor | 10.5K | $551K | 0.1% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 8.7K | $455K | 0.0% | +72.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 8.5K | $449K | 0.0% | New |
| Creative Planning | Wealth advisor | 7.4K | $391K | 0.0% | -5.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 6.4K | $334K | 0.0% | +10.7% |
| Capital Analysts, LLC | Wealth advisor | 6.0K | $316K | 0.0% | +27.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 5.7K | $301K | 0.0% | New |
| TCFG Investment Advisors, LLC | Wealth advisor | 5.3K | $278K | 0.1% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 5.3K | $278K | 0.1% | New |
| Strategic Wealth Advisors LLC | Wealth advisor | 5.1K | $265K | 0.2% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.0K | $264K | 0.0% | -5.6% |
| Strategic Blueprint, LLC | Wealth advisor | 4.8K | $253K | 0.0% | New |
| Alaska Permanent Capital Management, LLC | Wealth advisor | 4.6K | $241K | 0.0% | Held |
| Financially in Tune, LLC | Wealth advisor | 4.5K | $235K | 0.2% | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 4.3K | $228K | 0.0% | Held |
| Oak Wealth Advisors LLC | Wealth advisor | 4.3K | $226K | 0.1% | New |
| Equitable Holdings, Inc. | Wealth advisor | 4.2K | $222K | 0.0% | New |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 3.9K | $203K | 0.0% | Held |
| United Community Bank | Other | 2.2K | $114K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 1.5K | $78K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 882 | $46K | 0.0% | +227.9% |
| Longview Financial Advisors LLC | Wealth advisor | 226 | $12K | 0.0% | Held |
| Realta Investment Advisors | Other | 146 | $8K | 0.0% | Held |
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