Who Owns HELO?
JPMorgan Hedged Equity Laddered Overlay ETF — Institutional Ownership & 13F Holdings
$67.28
+0.12 (+0.18%)
Market Cap
$3.9B
Shares Outstanding
56,063,832
Institutional Holders
289
Total Inst. Value
$1.9B
% of Float Held
—
QoQ Holder Change
+230
Institutional data as of Q1 2025
New Positions
96
Closed Positions
23
Increased
139
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $177.7M | 2,976,745 |
| 2 | Forvis Mazars Wealth Advisors, LLC | $113.1M | 1,894,647 |
| 3 | Cetera Investment Advisers | $90.5M | 1,515,962 |
| 4 | RAYMOND JAMES FINANCIAL INC | $86.6M | 1,450,934 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $83.8M | 1,404,053 |
| 6 | BANK OF AMERICA CORP /DE/New | $80.2M | 1,343,067 |
| 7 | CGC Financial Services, LLCNew | $63.0M | 1,055,367 |
| 8 | Legacy Financial Group LLCNew | $54.7M | 915,803 |
| 9 | HighTower Advisors, LLC | $48.7M | 816,832 |
| 10 | UBS Group AG | $47.0M | 786,797 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +816K | $177.7M |
| Forvis Mazars Wealth Advisors, LLC | +509K | $113.1M |
| Cetera Investment Advisers | +547K | $90.5M |
| RAYMOND JAMES FINANCIAL INC | +279K | $86.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +523K | $83.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -2.0M | $2.5M |
| JPMORGAN CHASE & CO | -956K | $24.2M |
| SAGESPRING WEALTH PARTNERS, LLC | -946K | $310K |
| Gradient Investments LLC | -402K | $46.7M |
| Dynasty Wealth Management, LLC | -391K | $38K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold HELO?
As of Q1 2025, 289 institutional investors report holding HELO (JPMorgan Hedged Equity Laddered Overlay ETF) in their 13F filings.
Which hedge fund owns the most HELO?
The largest institutional holder of HELO is OSAIC HOLDINGS, INC. with $177.7M in shares.
Are institutions buying or selling HELO?
This quarter, 96 institutions opened new positions in HELO and 23 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.