Who Owns JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)?Hedge Fund & Institutional Holders

$52.33-0.12 (-0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000143041350713e+142T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$49.07$50.64$52.21$53.77$55.34Jul 25Nov 25Mar 26

HOLA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Security National BankNew Position+282K+$14.7M
Merit Financial Group, LLCNew Position+245K+$12.8M
FOUNDERS FINANCIAL SECURITIES LLCNew Position+214K+$11.2M
Valmark Advisers, Inc.New Position+133K+$7.0M
Pinnacle Wealth Management Advisory Group, LLCNew Position+90K+$6.0M
Sterling Investment Advisors, Ltd.New Position+99K+$5.2M
Farther Finance Advisors, LLCNew Position+71K+$3.7M
Focus Partners WealthNew Position+53K+$2.0M
Investment Partners Asset Management, Inc.New Position+24K+$1.2M
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+21K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+38K+$1.0M
Alaska Wealth Advisors, LLCNew Position+10K+$547K
Bryn Mawr Trust Advisors, LLCNew Position+5K+$264K
Strategic Wealth Advisors LLCNew Position+5K+$263K
Alaska Permanent Capital Management, LLCNew Position+5K+$240K

HOLA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
StoneX Group Inc.Closed Position-35K-$1.8B
Creative PlanningDecreased-115-$412.1M
UBS Group AGDecreased-5K-$266.1M
Koshinski Asset Management, Inc.Closed Position-4K-$203.6M
TCFG WEALTH MANAGEMENT, LLCClosed Position-134K-$109.8M
Marshall & Sterling Wealth Advisors Inc.Closed Position-2K-$81.7M
Longview Financial Advisors LLCDecreased-329-$28.6M
MORGAN STANLEYDecreased-35-$15.7M
FMR LLCClosed Position-21-$1.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROYAL BANK OF CANADA301,837$15.0M0.00%Share
2Security National Bank273,819$14.3M2.05%Share
3CARY STREET PARTNERS FINANCIAL LLC258,570$13.5M0.33%Share
4Merit Financial Group, LLC244,147$12.8M0.10%Share
5FOUNDERS FINANCIAL SECURITIES LLC214,112$11.2M0.66%Share
6Mariner, LLC183,343$9.0M0.01%Share
7AMERIPRISE FINANCIAL INC162,056$8.0M0.00%Share
8Valmark Advisers, Inc.133,179$7.0M0.09%Share
9LPL Financial LLC127,323$6.0M0.00%Share
10Pinnacle Wealth Management Advisory Group, LLC89,917$6.0M0.41%Share
11Sterling Investment Advisors, Ltd.98,677$5.2M0.95%Share
12Cetera Investment Advisers80,404$4.0M0.00%Share
13OSAIC HOLDINGS, INC.77,682$4.0M0.01%Share
14Farther Finance Advisors, LLC70,788$3.7M0.04%Share
15JANE STREET GROUP, LLC74,047$3.0M0.00%Share
16Focus Partners Wealth52,561$2.0M0.00%Share
17Investment Partners Asset Management, Inc.23,508$1.2M0.76%Share
18CARY STREET PARTNERS INVESTMENT ADVISORY LLC21,233$1.1M0.30%Share
19COMMONWEALTH EQUITY SERVICES, LLC38,122$1.0M0.00%Share
20Baird Financial Group, Inc.25,997$1.0M0.00%Share
21GREAT VALLEY ADVISOR GROUP, INC.25,253$1.0M0.02%Share
22AMERIPRISE FINANCIAL INC36,575$1.0M0.00%Share
23COZAD ASSET MANAGEMENT INC15,143$1.0M0.08%Share
24WELLS FARGO & COMPANY/MN19,894$1.0M0.00%Share
25KESTRA PRIVATE WEALTH SERVICES, LLC15,615$815K0.01%Share
26Tradition Wealth Management, LLC11,997$626K0.04%Share
27Alaska Wealth Advisors, LLC10,478$547K0.07%Share
28Security National Bank8,080$422K0.06%Share
29Bryn Mawr Trust Advisors, LLC5,057$264K0.01%Share
30Strategic Wealth Advisors LLC5,052$263K0.22%Share
31CARY STREET PARTNERS FINANCIAL LLC4,652$242K0.01%Share
32Alaska Permanent Capital Management, LLC4,584$240K0.02%Share
33Capital Analysts, LLC3,665$191K0.01%Share
34United Community Bank2,169$113K0.04%Share
35Capital Analysts, LLC1,064$56K0.00%Share
36Merit Financial Group, LLC542$28K0.00%Share
37UBS Group AG279$14K0.00%Share
38FLAGSHIP HARBOR ADVISORS, LLC231$12K0.00%Share
39Longview Financial Advisors LLC226$11K0.01%Share
40Realta Investment Advisors146$7K0.00%Share
41WHITTIER TRUST CO OF NEVADA INC75$4K0.00%Share
42Ancora Advisors LLC4,993$00.00%Share
43Ancora Advisors LLC3,733$00.00%Share
44RAYMOND JAMES FINANCIAL INC2,084$00.00%Share
45RAYMOND JAMES FINANCIAL INC6,320$00.00%Share
46WELLS FARGO & COMPANY/MN639$00.00%Share
47JPMORGAN CHASE & CO10,294$00.00%Share
48Focus Partners Advisor Solutions, LLC3,858$00.00%Share
49UNITED CAPITAL FINANCIAL ADVISORS, LLC4,339$00.00%Share
50Creative Planning7,876$00.00%Share

HOLA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$136.7M+19
Q3 202529$62.6B+26
Q2 20253$3.7B+0
Q1 20253$1.5B+1
Q4 20242$1.2B+0
Q3 20242$184.5B+1
Q2 20241$157.9B+0
Q1 20241$180.8B—

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As of Q4 2025, 50 institutional investors hold HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF). The largest holder is ROYAL BANK OF CANADA with $15.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own HOLA?

As of Q4 2025, 50 institutional investors report holding HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF) in their 13F filings.

Who is the largest institutional holder of HOLA?

The largest institutional holder of HOLA is ROYAL BANK OF CANADA with $15.0M in shares.

Is institutional ownership of HOLA increasing or decreasing?

This quarter, 15 institutions opened new positions in HOLA and 5 closed their positions.