HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações -2.1% · novas posições líquidas 0.0% · fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.96M | $137.07M | n/a | −1 |
| Q2 2026 | 35 | -4 | 22.52M | $1.52B | +3 | −8 |
| 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 | n/a | n/a |
| Q2 2025 | 4 | +2 | 141.65K | $8.86M | +2 | n/a |
| Q1 2025 | 1 | 0 | 66.32K | $3.96M | +1 | −1 |
| Q4 2024 | 1 | 0 | 42.46K | $2.63M | n/a | n/a |
| Q3 2024 | 1 | +1 | 54.90K | $3.36M | +1 | n/a |
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.19M | n/a | $211.88M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.21M | n/a | $147.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 2.02M | n/a | $135.39M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 2.03M | n/a | $134.58M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 5 | Osaic Holdings, Inc. | 1.99M | n/a | $131.94M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 6 | Envestnet Asset Management Inc | 1.87M | n/a | $124.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.74M | n/a | $115.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 960.22K | n/a | $63.79M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 927.43K | n/a | $61.61M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 896.78K | n/a | $59.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 771.72K | n/a | $50.54M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 740.64K | n/a | $49.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 696.93K | n/a | $46.30M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 498.24K | n/a | $33.10M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 492.24K | n/a | $32.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Stifel Financial Corp | 424.91K | n/a | $28.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Mariner, LLC | 317.99K | n/a | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 95.89K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.41M | 0.0% | Held | 4 | SEC ↗ |
| 21 | Captrust Financial Advisors | 38.56K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 27.54K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 19.63K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 11.90K | -66.7% | $790,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 10.10K | n/a | $671,010 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 8.13K | n/a | $539,867 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 6.17K | n/a | $409,708 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.03K | Novo | $267,514 | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 3.29K | n/a | $218,554 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northern Trust Corp | 3.15K | n/a | $209,587 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.72K | +43.2% | $180,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 1.92K | n/a | $127,307 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 776 | n/a | $51,550 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 644 | n/a | $42,781 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 298 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 274 | +34.3% | $18,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| AQR Capital Management | $267,514 | 0.0% |
Encerrado
| Citadel Advisors | $766,935 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 380 detentores, 48.01M ações, $3.00B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.