J P MORGAN EXCHANGE TRADED F (HELO)
Institutional ownership reported to the SEC as of Q3 2026, across 13 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Peterson Wealth Advisors, LLC | $53.2M | 769,019 | 6.17% | 12q | +4.9%+$2.5M |
| Apella Capital, LLC | $18.5M | 265,342 | 0.24% | new | NEW |
| Avidian Wealth Enterprises, LLC | $10.2M | 147,481 | 0.28% | 3q | -15.2%-$1.8M |
| Sprinkle Financial Consultants LLC | $10.0M | 145,012 | 3.92% | 12q | +20.5%+$1.7M |
| Cooper Financial Group | $4.4M | 63,043 | 0.35% | 12q | HELD |
| Sincerus Advisory, LLC | $3.6M | 51,583 | 2.33% | 8q | +14.4%+$448.5K |
| YHB Investment Advisors, Inc. | $2.0M | 28,914 | 0.13% | 6q | -2.9%-$60.2K |
| Farther Finance Advisors, LLC | $1.3M | 18,293 | 0.01% | 7q | +28.0%+$276.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 17,299 | 0.23% | 7q | +11.9%+$127.5K |
| Breakwater Capital Group | $938.9K | 13,574 | 0.11% | 12q | +5.1%+$45.4K |
| AVAII WEALTH MANAGEMENT, LLC | $739.3K | 10,650 | 0.21% | 7q | HELD |
| CoreCap Advisors, LLC | $656.4K | 9,489 | 0.02% | 8q | +16.5%+$93.0K |
| Balefire, LLC | $426.5K | 6,166 | 0.07% | new | NEW |
| Athena Wealth Management, LLC | $287.3K | 4,153 | 0.21% | 4q | -1.4%-$3.9K |
| Capital Advisors Wealth Management, LLC | $267.1K | 3,862 | 0.03% | 4q | +15.9%+$36.7K |
| Castle Rock Wealth Management, LLC | $241.0K | 3,446 | 0.05% | 5q | +0.5%+$1.3K |
| Atlas Brown,Inc. | $220.7K | 3,190 | 0.06% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $117.0K | 1,691 | 0.08% | 4q | +7.5%+$8.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-11 | 13G | Forvis Mazars Wealth Advisors, LLC | 5.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $108.2M | 1,562,207 | 3 | 10 | 3 | 0.0% |
| Q2 2026 | 390 | $3.3B | 48,786,443 | 35 | 150 | 136 | 0.0% |
| Q1 2026 | 383 | $3.2B | 49,437,912 | 37 | 170 | 100 | 0.0% |
| Q4 2025 | 375 | $3.0B | 45,626,828 | 36 | 145 | 114 | 0.0% |
| Q3 2025 | 344 | $2.9B | 44,294,330 | 41 | 163 | 100 | 0.0% |
| Q2 2025 | 324 | $2.9B | 46,385,976 | 49 | 147 | 96 | 0.0% |
| Q1 2025 | 297 | $2.3B | 38,379,111 | 47 | 172 | 49 | 0.0% |
| Q4 2024 | 273 | $57.6B | 927,918,435 | 58 | 139 | 29 | 0.0% |
| Q3 2024 | 206 | $1.4B | 23,396,612 | 58 | 115 | 16 | 0.0% |
| Q2 2024 | 152 | $728.5M | 13,145,003 | 62 | 70 | 8 | 0.0% |
| Q1 2024 | 100 | $330.5M | 5,905,633 | 52 | 37 | 6 | 0.0% |
| Q4 2023 | 50 | $144.8M | 2,736,593 | 42 | 0 | 2 | 0.0% |
| Q3 2023 | 5 | $27.0M | 540,965 | 5 | 0 | 0 | 0.0% |