Who owns HOLA?
JPMorgan International Hedged Equity Laddered Overlay ETF · JPMorgan
52 institutions reported holding HOLA, worth $144.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HOLA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CARY Street Partners Financial LLC | Richmond, VA | $20.1M | 362,634 | +101,402 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $12.0M | 217,407 | +3,636 shares |
| Security National Bank | Omaha, NE | $11.9M | 214,519 | −45,496 shares |
| Private Advisor Group, LLC | Morristown, NJ | $11.8M | 212,735 | New position |
| Founders Financial Securities LLC | Towson, MD | $10.2M | 184,895 | −884 shares |
| LPL Financial LLC | Fort Mill, SC | $9.2M | 166,008 | +21,317 shares |
| Valmark Advisers, Inc. | Akron, OH | $8.6M | 156,010 | +13,800 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $7.8M | 140,014 | −16,475 shares |
| Sterling Investment Advisors, Ltd. | Berwyn, PA | $6.0M | 107,733 | +3,195 shares |
| Independent Wealth Advisors LLC | Cary, NC | $5.1M | 92,692 | +6,534 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HOLA?
52 institutional managers reported holding HOLA in Form 13F filings for June 30, 2026, worth $144.6M in total. The largest reported position was held by CARY Street Partners Financial LLC, at $20.1M.
Did institutions buy or sell HOLA last quarter?
Reported 13F value fell 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HOLA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.