HELO institutional holders

J P MORGAN EXCHANGE TRADED F · 13F, 2026Q2

Managers holding389
Shares held46,931,951
Reported value$3.2bn
Quarter flows37 new, 169 added, 142 trimmed, 33 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC3,615,195$244.3m0.1%
Forvis Mazars Wealth Advisors, LLC3,326,812$224.8m3.8%
Bank of New York Mellon Corp2,360,277$159.5m0.0%
BANK OF AMERICA CORP /DE/2,330,627$157.5m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,868,372$127.7m0.2%
RAYMOND JAMES FINANCIAL INC1,876,569$126.8m0.0%
ENVESTNET ASSET MANAGEMENT INC1,727,596$116.8m0.0%
Cetera Investment Advisers1,679,081$113.5m0.1%
AMERIPRISE FINANCIAL INC1,223,032$82.7m0.0%
OSAIC HOLDINGS, INC.1,120,018$75.7m0.1%
HighTower Advisors, LLC1,031,619$69.7m0.1%
Cambridge Investment Research Advisors, Inc.978,846$66.2m0.1%
UBS Group AG878,512$59.4m0.0%
Focus Partners Wealth824,518$55.7m0.1%
RWA WEALTH PARTNERS, LLC763,321$51.6m0.5%
Peterson Wealth Advisors, LLC732,936$49.5m5.9%
COMMONWEALTH EQUITY SERVICES, LLC694,764$47.0m0.1%
CGC Financial Services, LLC664,952$44.9m10.1%
Taylor Securities Services, Inc.605,044$40.9m16.6%
MML INVESTORS SERVICES, LLC554,895$37.5m0.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC523,484$35.4m0.2%
ROYAL BANK OF CANADA505,473$34.2m0.0%
JPMORGAN CHASE & CO505,952$34.1m0.0%
STIFEL FINANCIAL CORP433,529$29.3m0.0%
Private Advisor Group, LLC414,322$28.0m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HELO"). HELO price history · All 13F data

Get a free API keySee history bundlesDownload free samples