Scheda del titolo · trimestre archiviato
HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
36Holder monitorati
0Δ titolari
22.49MQuote detenute
$1.49BValore dichiarato
+1Nuove posizioni
−1Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -2.1% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -4 | 23.55M | $1.59B | +3 | −7 |
| Q1 2026 | 41 | +5 | 24.76M | $1.58B | +6 | −1 |
| Q4 2025 | 36 | 0 | 22.49M | $1.49B | +1 | −1 |
| Q3 2025 | 6 | 0 | 965.97K | $62.79M | — | — |
| Q2 2025 | 4 | +2 | 141.65K | $8.86M | +2 | — |
| Q1 2025 | 1 | 0 | 66.32K | $3.96M | +1 | −1 |
| Q4 2024 | 1 | 0 | 42.46K | $2.63M | — | — |
| Q3 2024 | 1 | +1 | 54.90K | $3.36M | +1 | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.19M | — | $211.88M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.21M | — | $147.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.21M | — | $147.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.21M | — | $147.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 2.02M | — | $135.39M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 2.03M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.99M | — | $131.94M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.99M | — | $131.94M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.99M | — | $131.94M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.99M | — | $131.94M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 1.87M | — | $124.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.74M | — | $115.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.74M | — | $115.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 960.22K | — | $63.79M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 927.43K | — | $61.61M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 896.78K | — | $59.57M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 771.72K | — | $50.54M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 740.64K | — | $49.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 740.64K | — | $49.21M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 740.64K | — | $49.21M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 696.93K | — | $46.30M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 498.24K | — | $33.10M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 492.24K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 492.24K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 492.24K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 492.24K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 492.24K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 424.91K | — | $28.23M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mariner, LLC | 317.99K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 95.89K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.41M | 0.0% | Held | 4 | SEC ↗ |
| 42 | Captrust Financial Advisors | 38.56K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 27.54K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Corient Private Wealth LP | 27.54K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Truist Financial Corp | 19.63K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 11.90K | -66.7% | $790,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 10.10K | — | $671,010 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 10.10K | — | $671,010 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cerity Partners LLC | 8.13K | — | $539,867 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Creative Planning | 6.17K | — | $409,708 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 4.03K | Nuovo | $267,514 | 0.0% | New | 1 | SEC ↗ |
| 52 | First Trust Advisors Lp | 3.29K | — | $218,554 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 3.15K | — | $209,587 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 2.72K | +43.2% | $180,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 2.72K | +43.2% | $180,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.92K | — | $127,307 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 776 | — | $51,550 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 644 | — | $42,781 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Wells Fargo & Company/Mn | 644 | — | $42,781 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 298 | — | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 274 | +34.3% | $18,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| AQR Capital Management | $267,514 | 0.0% |
Uscito
| Citadel Advisors | $766,935 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 380 detentori, 48.01M azioni, $3.00B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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