DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (HOLA)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
51
Reporting holders
$144.5M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | $20.1M | 362,634 | 0.44% | 4q | +38.8%+$5.6M |
| AMERIPRISE FINANCIAL INC | $12.0M | 217,407 | 0.00% | 4q | +1.7%+$201.4K |
| Security National Bank | $11.9M | 214,519 | 1.42% | 3q | -17.5%-$2.5M |
| Private Advisor Group, LLC | $11.8M | 212,735 | 0.05% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 184,895 | 0.52% | 4q | HELD |
| LPL Financial LLC | $9.2M | 166,008 | 0.00% | 4q | +14.7%+$1.2M |
| Valmark Advisers, Inc. | $8.6M | 156,010 | 0.09% | 4q | +9.7%+$764.1K |
| Merit Financial Group, LLC | $7.8M | 140,014 | 0.05% | 4q | -10.5%-$912.2K |
| Sterling Investment Advisors, Ltd. | $6.0M | 107,733 | 1.00% | 4q | +3.1%+$176.9K |
| Independent Wealth Advisors LLC | $5.1M | 92,692 | 4.64% | 3q | +7.6%+$361.8K |
| OSAIC HOLDINGS, INC. | $4.8M | 86,555 | 0.01% | 4q | -7.2%-$369.2K |
| Farther Finance Advisors, LLC | $4.0M | 71,472 | 0.03% | 3q | +5.5%+$205.9K |
| ROYAL BANK OF CANADA | $3.1M | 55,495 | 0.00% | 4q | -82.2%-$14.2M |
| Cetera Investment Advisers | $2.8M | 50,817 | 0.00% | 4q | +11.1%+$280.3K |
| Focus Partners Wealth | $2.8M | 50,377 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $2.7M | 48,938 | 0.00% | 4q | -13.8%-$434.3K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $2.2M | 39,934 | 0.45% | 3q | +43.8%+$673.4K |
| JPMORGAN CHASE & CO | $2.1M | 37,513 | 0.00% | 3q | +38.7%+$578.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 34,313 | 0.00% | 4q | -15.1%-$338.5K |
| Baird Financial Group, Inc. | $1.4M | 25,990 | 0.00% | 4q | HELD |
| Investment Partners Asset Management, Inc. | $1.3M | 23,538 | 0.72% | 4q | -1.4%-$18.5K |
| WELLS FARGO & COMPANY/MN | $1.3M | 23,104 | 0.00% | 4q | -25.1%-$428.2K |
| Retirement Planning Group, LLC | $1.2M | 22,531 | 0.03% | 2q | -53.2%-$1.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 21,727 | 0.02% | 4q | -3.3%-$41.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $857.0K | 15,482 | 0.00% | 3q | +256.8%+$616.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $737.0K | 13,311 | 0.01% | 4q | -14.8%-$127.6K |
| RAYMOND JAMES FINANCIAL INC | $665.5K | 12,019 | 0.00% | 3q | HELD |
| Tradition Wealth Management, LLC | $632.8K | 11,429 | 0.04% | 4q | -4.7%-$31.5K |
| Alaska Wealth Advisors, LLC | $580.2K | 10,478 | 0.06% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $479.0K | 8,643 | 0.00% | 4q | HELD |
| Oak Wealth Advisors LLC | $419.5K | 7,577 | 0.20% | 2q | +76.3%+$181.5K |
| STIFEL FINANCIAL CORP | $414.7K | 7,489 | 0.00% | 4q | +17.8%+$62.6K |
| Stratos Wealth Partners, LTD. | $408.6K | 7,380 | 0.00% | 2q | +28.8%+$91.3K |
| MML INVESTORS SERVICES, LLC | $323.0K | 5,833 | 0.00% | 3q | +16.4%+$45.6K |
| Capital Analysts, LLC | $314.0K | 5,674 | 0.01% | 4q | -5.6%-$18.5K |
| TCFG Investment Advisors, LLC | $292.7K | 5,263 | 0.10% | 2q | HELD |
| Creative Planning | $292.5K | 5,283 | 0.00% | 4q | -28.9%-$118.7K |
| Strategic Blueprint, LLC | $266.5K | 4,813 | 0.01% | 2q | HELD |
| Strategic Wealth Advisors LLC | $263.0K | 5,052 | 0.22% | 3q | HELD |
| CITADEL ADVISORS LLC | $261.6K | 4,725 | 0.00% | 2q | -44.7%-$211.5K |
| Alaska Permanent Capital Management, LLC | $253.8K | 4,584 | 0.02% | 4q | HELD |
| Beacon Pointe Advisors, LLC | $247.6K | 4,472 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $245.5K | 4,434 | 0.00% | new | NEW |
| Mariner, LLC | $235.2K | 4,248 | 0.00% | 4q | -98.0%-$11.2M |
| High Net Worth Advisory Group LLC | $209.4K | 3,782 | 0.04% | new | NEW |
| Equitable Holdings, Inc. | $206.6K | 3,731 | 0.00% | 2q | -11.6%-$27.0K |
| IFP Advisors, Inc | $164.1K | 2,964 | 0.00% | 4q | +100.0%+$82.1K |
| United Community Bank | $120.1K | 2,169 | 0.04% | 4q | HELD |
| MORGAN STANLEY | $48.8K | 882 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $32.8K | 593 | 0.00% | new | NEW |
| Longview Financial Advisors LLC | $12.5K | 226 | 0.01% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $41.1M | 744,311 | 0 | 4 | 5 | 0.0% |
| Q2 2026 | 51 | $144.5M | 2,609,487 | 5 | 16 | 17 | 0.0% |
| Q1 2026 | 50 | $146.6M | 2,782,941 | 7 | 18 | 11 | 0.0% |
| Q4 2025 | 47 | $144.3M | 2,762,704 | 10 | 20 | 5 | 0.0% |
| Q3 2025 | 39 | $107.1M | 2,075,695 | 39 | 0 | 0 | 0.0% |