HELO institutional holders

JPMorgan Hedged Equity Laddered Overlay ETF · 404 reporting institutions · $3.1B reported value

Funds that can replace HELO · HELO return decomposition

Institutional holdings

Institutions reporting HELO, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$244.3M23,4582026-06-30
Forvis Mazars Wealth Advisors, LLC$224.8M832026-06-30
Bank of New York Mellon Corp$159.5M02026-06-30
Bank of America Corp /de$157.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$127.7M1,0262026-06-30
Raymond James Financial Inc$126.8M02026-06-30
Envestnet Pmc$116.8M602026-06-30
Cetera Investment Advisers$113.5M10,3702026-06-30
Ameriprise Financial Inc$82.7M02026-06-30
Osaic Holdings, Inc.$75.7M02026-06-30
Hightower Advisors, LLC$69.7M1,0462026-06-30
UBS Group AG$59.4M02026-06-30
Focus Partners Wealth$55.7M1,0482026-06-30
Rwa Wealth Partners, LLC$51.6M722026-06-30
Peterson Wealth Advisors, LLC$49.5M142026-06-30
Commonwealth Equity Services, LLC$47M2,8632026-06-30
Cgc Financial Services, LLC$44.9M72026-06-30
Taylor Securities Services, Inc.$40.9M42026-06-30
MML Investors Services, LLC$37.5M5,1202026-06-30
United Capital Financial Advisors, LLC$35.4M1662026-06-30
Royal Bank of Canada$34.2M02026-06-30
Jpmorgan Chase & Co$34.1M02026-06-30
Stifel Financial Corp$29.3M02026-06-30
Private Advisor Group, LLC$28M9272026-06-30
Pinnacle Associates, Ltd.$25.7M332026-06-30
Advisory Services Network$25.1M2532026-06-30
Brookstone Capital Management$24.2M3372026-06-30
Bentoak Capital$20.8M192026-06-30
The Joseph Group Capital Management$20.8M92026-06-30
Longview Financial Advisors LLC$19.5M22026-06-30
Campbell Deegan Wealth Management, LLC$18.7M42026-06-30
Htg Investment Advisors Inc$18M122026-06-30
Carr Financial Group Corp$17.8M62026-06-30
Leo Wealth, LLC$15.6M152026-03-31
Central Trust Co$15.1M02026-06-30
Aspire Capital Advisors LLC$13.9M132026-06-30
Cary Street Partners Financial LLC$13.7M02026-06-30
Patten & Patten Inc/tn$13.6M02026-06-30
Signaturefd, LLC$13.3M492026-06-30
Wealthplan Investment Management, LLC$13.2M292026-06-30
Newedge Advisors$12.6M6012026-06-30
Bluespring Wealth Management, LLC$12.6M502026-06-30
Crewe Advisors LLC$12.4M262026-06-30
Capital Planning Advisors, LLC$12.3M02026-03-31
Wick Capital Partners, LLC$11.9M112026-06-30
Owl Creek Wealth Partners$11.8M32026-06-30
Avidian Wealth Enterprises, LLC$11.8M432026-06-30
Avior Wealth Management, LLC$11.7M692026-06-30
Mai Capital Management$11.5M3082026-06-30
Allegheny Financial Group$11.4M312026-06-30
Aire Advisors, LLC$10.9M122026-06-30
Waverly Advisors, LLC$10.8M2312026-06-30
Southstate Bank Corp$10.7M02026-06-30
Archford Capital Strategies, LLC$10.7M162026-06-30
Orrstown Financial Services Inc$10.6M02026-06-30
Daymark Wealth Partners, LLC$10.3M372026-06-30
Curtis Advisory Group, LLC$10.2M32026-06-30
Lifelong Wealth Advisors, Inc.$10.1M92026-06-30
Visionary Wealth Advisors$9.8M462026-06-30
Kestra Advisory Services, LLC$9.8M1,4792026-06-30
&partners$9.2M5552026-06-30
Alaska Permanent Capital Management, LLC$8.7M12026-06-30
Philip James Wealth Mangement, LLC$8.4M72026-06-30
Prairieview Wealth Partners, LLC$8.3M42026-06-30
Kestra Private Wealth Services, LLC$8.2M2062026-06-30
Sprinkle Financial Consultants LLC$8.1M32026-06-30
Oak Wealth Advisors LLC$7.7M32026-06-30
Legacy Financial Group LLC$7.6M82026-06-30
Compass Financial Services Inc$7.4M72026-06-30
Creativeone Wealth, LLC$7.4M2212026-06-30
Smallwood Wealth Investment Management, LLC$7.2M62026-06-30
Planned Solutions, Inc.$7.2M82026-06-30
The Fiduciary Alliance$7.2M492026-06-30
Crusonia Wealth Advisors LLC$7.1M172026-06-30
Hughes Financial Services, LLC$6.9M92026-06-30
Hub Investment Partners, LLC$6.8M1182026-06-30
Integrity Alliance, Llc.$6.6M3532026-06-30
Onedigital Investment Advisors LLC$6.5M3862026-06-30
Moneco Advisors, LLC$6.4M502026-06-30
Bluedoor Private Wealth, LLC$6.4M62026-06-30
Palumbo Wealth Management LLC$6.2M52026-06-30
Summit Financial, LLC$6.1M2292026-06-30
Dedora Capital, Inc.$5.9M62026-06-30
Wealthplan Partners, LLC$5.7M262026-06-30
Alaska Wealth Advisors, LLC$5.6M132026-06-30
Valmark Advisers, Inc.$5.5M2952026-06-30
Capital Investment Advisory Services, LLC$5.5M1032026-06-30
Integrated Wealth Concepts LLC$5.4M4802026-06-30
Foundations Investment Advisors, LLC$5.3M3022026-06-30
Bradley Foster & Sargent Inc/ct$5.3M02026-06-30
Apexium Financial, LP$5.2M02025-09-30
Northwestern Mutual Wealth Management Co$5.2M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$5M02025-12-31
Perigon Wealth Management, LLC$5M922026-06-30
Fmp Wealth Advisers$4.9M142026-06-30
Firestone Capital Management$4.9M62026-06-30
McLaughlin Asset Management, Inc.$4.7M42026-06-30
Strategic Financial Concepts, LLC$4.5M402026-06-30
Gotham Asset Management, LLC$4.5M52026-06-30
Wealth Advisors of Tampa Bay, LLC$4.4M02026-06-30
Cooper McManus$4.3M632026-06-30
Mach-1 Financial Group, LLC$4.2M92026-06-30
Renasant Bank$4.1M02026-06-30
Echo Wealth Management, LLC$3.9M12026-06-30
Beacon Pointe Advisors, LLC$3.7M4662026-06-30
Equitable Holdings, Inc.$3.6M02026-06-30
Penney Financial, LLC$3.6M42026-06-30
Paladin Wealth Partners$3.6M32026-06-30
Cordgrass Capital Advisors, LLC$3.5M32026-06-30
Ameritas Advisory Services, LLC$3.5M5502026-06-30
Tradition Wealth Management, LLC$3.5M232026-06-30
Park Place Capital Corp$3.5M72026-06-30
Cary Street Partners Investment Advisory LLC$3.4M1222026-06-30
Cresset Asset Management, LLC$3.4M2122026-06-30
Harbor Investment Advisory, LLC$3.3M312026-06-30
Harbour Investments, Inc.$3.2M2472026-06-30
McDonald Partners LLC$3.1M242026-06-30
Sincerus Advisory, LLC$3M32026-06-30
Shore Point Advisors, LLC$3M102026-06-30
Envestnet Portfolio Solutions, Inc.$3M32026-06-30
Orion Porfolio Solutions, LLC$3M1992026-06-30
Convergence Financial, LLC$2.9M292026-06-30
Coordinated Financial Services, Inc.$2.9M02026-03-31
Purkiss Capital Advisors LLC$2.9M52026-06-30
Selby Wealth Management$2.8M32026-06-30
Davenport & Co LLC$2.8M3392026-06-30
Clear Creek Financial Management, LLC$2.8M442026-06-30
Interchange Capital Partners, LLC$2.8M82026-06-30
Rfg Advisory, LLC$2.7M1912026-06-30
Kennedy Investment Group$2.7M52026-06-30
Milestone Asset Management, LLC$2.7M112026-06-30
Essential Investment Partners LLC$2.6M22026-06-30
Aspenridge Wealth Advisors$2.6M32026-06-30
Indivisible Partners$2.4M342026-06-30
Captrust Financial Advisors$2.4M9622026-06-30
Great Valley Advisor Group, LLC$2.4M2052026-06-30
Advyzon Investment Management, LLC$2.4M22026-06-30
Clarity Retirement & Wealth, LLC$2.4M22026-06-30
Wells Fargo & Company/mn$2.3M02026-06-30
Vise Technologies, Inc.$2.3M02026-06-30
Pine Valley Investments Ltd Liability Co$2.3M332026-06-30
Stratos Wealth Partners, Ltd.$2.3M3862026-06-30
Yarger Wealth Strategies, LLC$2.3M42026-06-30
Marshall & Sterling Wealth Advisors Inc.$2.2M102026-06-30
Riverchase Wealth Management, LLC$2.2M32026-06-30
Security National Bank$2.2M02026-06-30
Simplicity Wealth, LLC$2.2M02026-06-30
Oppenheimer & Co. Inc.$2.1M1,1662026-06-30
Larch Capital Partners LLC$2.1M102026-06-30
Patriot Financial Group Insurance Agency, LLC$2M352026-06-30
Yhb Investment Advisors, Inc.$2M182026-06-30
Ima Advisory Services, Inc.$2M482026-06-30
Grant Private Wealth Management$2M62026-06-30
Strategic Blueprint, LLC$2M552026-06-30
Sun Financial Inc$2M32026-06-30
Axxcess Wealth Management, LLC$2M382026-06-30
Sk Wealth Management, LLC$1.9M42026-06-30
Iag Wealth Partners, LLC$1.9M172026-06-30
Ifp Advisors, Inc$1.9M3182026-06-30
Skyline Advisors, Inc.$1.9M72026-06-30
Evolution Wealth Advisors, LLC$1.8M82026-06-30
Fulton Bank, N.A.$1.8M02026-06-30
Signal Advisors Wealth, LLC$1.8M452026-06-30
Cyndeo Wealth Partners$1.8M202026-06-30
Family Capital Management, Inc.$1.7M42026-06-30
Plan Group Financial, LLC$1.7M182026-06-30
Magnolia Capital Advisors LLC$1.7M162026-06-30
Lakeridge Wealth Management LLC$1.7M122026-06-30
Concurrent Investment Advisors, LLC$1.7M3492026-06-30
Koshinski Asset Management, Inc.$1.7M692026-06-30
Beto Financial Group, LLC$1.7M52026-06-30
Mayfair Advisory Group, LLC$1.6M42026-06-30
Key Financial, Inc.$1.6M82026-06-30
Seia$1.6M1412026-06-30
Kingswood Wealth Advisors, LLC$1.6M1232026-06-30
Summit Wealth Partners, LLC$1.5M122026-06-30
J.W. Cole Advisors, Inc.$1.4M4992026-06-30
Ncm Capital Management, LLC$1.4M22026-06-30
Bedel Financial Consulting, Inc.$1.4M192026-06-30
Sierra Ocean, LLC$1.4M32026-06-30
Mn Wealth Advisors, LLC$1.3M32026-06-30
Truist Financial Corp$1.3M02026-06-30
Legacy Wealth Managment, Llc/id$1.3M492026-06-30
Tradewinds, Llc.$1.3M112026-06-30
Geneos Wealth Management, Inc.$1.3M1932026-06-30
Semus Wealth Partners LLC$1.3M12026-06-30
Cpc Advisors, LLC$1.3M172026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Stratos Wealth Advisors, LLC$1.2M712026-06-30
Simmons Bank$1.2M02026-06-30
Mechanics Bank Trust Department$1.2M02026-06-30
Benjamin Edwards Inc$1.2M02026-06-30
Allen Capital Group, LLC$1.2M222026-06-30
Krilogy$1.1M642026-06-30
Nvwm, LLC$1.1M92026-06-30
Apollon Wealth Management, LLC$1.1M1512026-06-30
Clearstead; Clearstead Advisory Solutions$1.1M642026-06-30
Baker Tilly Wealth Management, LLC$1M262026-06-30
Members Wealth LLC$1M52026-06-30
Jsf Financial, LLC$1M122026-06-30
Morgan Stanley$1M23,1852026-06-30
Mascagni Wealth Management, Inc.$1M32026-06-30
Western Wealth Management, LLC$1M1122026-06-30
Savvy Advisors, Inc.$1M2142026-06-30
Balentine LLC$997.3K182026-06-30
Hicks Capital Management LLC$986.1K42026-06-30
Prime Capital Financial$975.2K2652026-06-30
Farther Finance Advisors, LLC$966K3342026-06-30
Madison Wealth Partners, Inc$939.3K412026-06-30
Investment Advisory Group LLC$934.2K52026-06-30
Silvercrest Asset Management Group LLC$931.6K342026-06-30
Focus Partners Advisor Solutions, LLC$931.3K422026-06-30
Integrity Investment Advisors, LLC$931.3K22026-06-30
Corient Private Wealth LP$930.4K6742026-06-30
Crossmark Global Holdings, Inc.$917.2K02026-06-30
Breakwater Capital Group$872.9K52026-06-30
Gateway Wealth Partners, LLC$868.8K1012026-06-30
Atria Investments, Inc$829.2K62026-06-30
Birchwood Financial Partners, Inc.$812K92026-06-30
Secured Retirement Advisors, LLC$808.5K52026-06-30
Wny Asset Management, LLC$804.1K292026-06-30
Financial Advocates Investment Management$799.1K02025-09-30
Washington Trust Co$792.4K02026-06-30
Flagship Harbor Advisors, LLC$788.7K602026-06-30
Ehrlich Financial Group$769.6K42026-06-30
Mountain Capital Investment Advisors Inc$756.5K162026-06-30
Total Clarity Wealth Management, Inc.$756.1K222026-06-30
Hbw Advisory Services LLC$739.1K682026-06-30
Avaii Wealth Management, LLC$716.3K112026-06-30
Soundwatch Capital, LLC$711.1K22026-06-30
Axis Wealth Partners, LLC$709.1K72026-06-30
Nuveen, LLC$699.3K02026-06-30
Saxony Capital Management, LLC$686.7K412026-06-30
PNC Financial Services Group, Inc.$679.2K02026-06-30
Susquehanna International Group, LLP$661.1K02026-06-30
Denver Pwm, LLC$650.4K72026-06-30
Fortitude Advisory Group LLC$645.7K152026-06-30
Golden State Wealth Management, LLC$618.3K472026-06-30
Dakota Wealth Management$617.8K02026-06-30
Vestmark Advisory Solutions, Inc.$609.9K82026-06-30
Elevation Point Wealth Partners, LLC$609.8K562026-06-30
Milestone Investment Advisors LLC$588.4K72026-06-30
Orba Wealth Advisors, LLC$586K02026-06-30
Private Trust Co NA$580.1K02026-06-30
Stephens Inc /ar$576.7K2432026-06-30
Modern Wealth Management, LLC$573.3K1612026-06-30
Cap Partners, LLC$566.9K72026-06-30
Ankerstar Wealth, LLC$564.4K62026-06-30
Corecap Advisors, LLC$550.4K1182026-06-30
Sageview Advisory Group, LLC$545K942026-06-30

The 250 largest of 404 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30