Effectdossier · gearchiveerd kwartaal
HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
41Gevolgde houders
+5Δ houders
24.76MGehouden aandelen
$1.58BGerapporteerde waarde
+6Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.9% ·
aandelenstroom +10.1% ·
netto nieuwe posities +12.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.35M | $163.75M | n/a | n/a |
| 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 | 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $6,465 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Northern Trust Corp | $209,587 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 380 houders, 48.01M aandelen, $3.00B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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