Catatan efek · kuartal yang diarsipkan
HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
41Pemegang yang dilacak
+5Δ pemegang
24.76MSaham yang dipegang
$1.58BNilai yang dilaporkan
+6Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +13.9% ·
aliran saham +10.1% ·
posisi baru bersih +12.2%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.35M | $163.75M | n/a | n/a |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.46M | +8.4% | $221.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.56M | +36.8% | $163.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.42M | +9.3% | $154.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank of New York Mellon Corp | 2.23M | +10.1% | $142.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 5 | Osaic Holdings, Inc. | 1.89M | -4.8% | $120.70M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 1.83M | +5.1% | $117.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 1.71M | -15.6% | $109.42M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.58M | +70.8% | $101.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 1.00M | +4.6% | $64.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 976.66K | +31.9% | $62.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | UBS Group AG | 919.31K | +2.5% | $58.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Focus Partners Wealth | 780.65K | +1.2% | $49.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 749.39K | +7.5% | $47.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 543.74K | +34.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 511.30K | +3.9% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Mml Investors Services, Llc | 459.98K | -7.7% | $29.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 437.08K | +2.9% | $27.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 329.30K | +3.6% | $21.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.24M | 0.0% | Held | 5 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 57.14K | -40.4% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 51.55K | Baru | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 39.25K | +1.8% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 28.40K | Baru | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 20.07K | +2.3% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 19.05K | +88.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 14.07K | +418.1% | $899,282 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 13.77K | -50.0% | $879,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 10.10K | Baru | $645,491 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 6.71K | -17.4% | $428,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 6.56K | Baru | $419,122 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 5.32K | -13.8% | $339,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 4.62K | -61.2% | $295,328 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.21K | +1437.2% | $269,188 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 4.03K | 0.0% | $257,366 | 0.0% | Held | 2 | SEC ↗ |
| 35 | First Trust Advisors Lp | 3.25K | -1.1% | $208,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 2.03K | +581.5% | $129,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 1.92K | +0.1% | $122,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.48K | Baru | $93,690 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 840 | +30.4% | $53,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 777 | +0.1% | $49,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Allspring Global Investments… | 101 | Baru | $6,465 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Jane Street Group, Llc | $3.29M | 0.0% |
| Citadel Advisors | $1.81M | 0.0% |
| Rockefeller Capital… | $645,491 | 0.0% |
| Fifth Third Bancorp | $419,122 | 0.0% |
| Jones Financial Companies Lllp | $93,690 | 0.0% |
| Allspring Global Investments… | $6,465 | 0.0% |
Telah keluar
| Northern Trust Corp | $209,587 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 380 pemegang, 48.01M saham, $3.00B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API