证券记录
HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
35被追踪持有人
-4Δ持有人
22.52M持有股份
$1.52B报告持仓市值
+3新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 -10.3% ·
股份流向 -5.2% ·
净新建仓位 -14.3%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.62M | +4.5% | $244.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | Bank Of America Corp /De/ | 2.33M | -3.7% | $157.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Wealth Enhancement Advisory… | 1.87M | +9.5% | $127.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.88M | +2.5% | $126.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 1.73M | -32.6% | $116.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.68M | +6.0% | $113.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.22M | +25.2% | $82.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 1.12M | -40.7% | $75.70M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | UBS Group AG | 878.51K | -4.4% | $59.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 824.52K | +5.6% | $55.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 694.76K | -7.3% | $46.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 554.89K | +20.6% | $37.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 505.47K | -1.1% | $34.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | JPMorgan Chase ✦ | 505.95K | -7.0% | $34.09M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 16 | Stifel Financial Corp | 433.53K | -0.8% | $29.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 77.21K | +35.1% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.48M | 0.0% | Held | 6 | SEC ↗ |
| 19 | Captrust Financial Advisors | 35.94K | -8.4% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 34.64K | +4023.7% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 19.62K | -2.3% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 15.18K | +7.8% | $1.03M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 23 | Corient Private Wealth LP | 13.77K | 0.0% | $930,443 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Nuveen, LLC | 10.35K | 新增 | $699,318 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.05K | 新增 | $679,179 | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 9.78K | -48.7% | $661,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 7.04K | +7.3% | $475,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 6.49K | +22.1% | $438,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 5.30K | -21.0% | $358,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | First Trust Advisors Lp | 3.25K | 0.0% | $219,972 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.92K | +0.2% | $129,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.25K | -70.4% | $84,140 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 884 | 新增 | $59,741 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 670 | -13.8% | $45,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Allspring Global Investments… | 101 | 0.0% | $6,825 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Nuveen, LLC | $699,318 | 0.0% |
| Pnc Financial Services Group… | $679,179 | 0.0% |
| BlackRock | $59,741 | 0.0% |
已清仓
| HighTower Advisors, LLC | $64.20M | 曾为 0.1% |
| Mariner, LLC | $21.05M | 曾为 0.0% |
| Jane Street Group, Llc | $3.29M | 曾为 0.0% |
| Citadel Advisors | $1.81M | 曾为 0.0% |
| Rockefeller Capital… | $645,491 | 曾为 0.0% |
| Renaissance Technologies | $295,328 | 曾为 0.0% |
| AQR Capital Management | $257,366 | 曾为 0.0% |
| Jones Financial Companies Lllp | $93,690 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 380 持有人, 48.01M 股份, $3.00B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据