HOLA Institutional Ownership
JPMorgan International Hedged Equity Laddered Overlay ETF
1W: -0.8%
1M: -1.8%
3M: -0.9%
YTD: +4.7%
1Y: +10.1%
$55.35
+0.45 (+0.81%)
Weekly Expected Move ±1.6%
$54
$54
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HOLA
54
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
145M
Total Invested
6
New Positions
17
Increased
23
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | 362,634 | 20M | +101,402 | +38.8% | 4Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 217,407 | 12M | +3,636 | +1.7% | 4Q | SEC ↗ |
| 3 | Security National Bank | 214,519 | 12M | -45,496 | -17.5% | 3Q | SEC ↗ |
| 4 | Private Advisor Group, LLC NEW | 212,735 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 5 | FOUNDERS FINANCIAL SECURITIES LLC | 184,895 | 10M | -884 | -0.5% | 4Q | SEC ↗ |
| 6 | LPL Financial LLC | 166,008 | 9M | +21,317 | +14.7% | 4Q | SEC ↗ |
| 7 | Valmark Advisers, Inc. | 156,010 | 9M | +13,800 | +9.7% | 4Q | SEC ↗ |
| 8 | Merit Financial Group, LLC | 140,014 | 8M | -16,475 | -10.5% | 4Q | SEC ↗ |
| 9 | Sterling Investment Advisors, Ltd. | 107,733 | 6M | +3,195 | +3.1% | 4Q | SEC ↗ |
| 10 | Independent Wealth Advisors LLC | 92,692 | 5M | +6,534 | +7.6% | 3Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 86,555 | 5M | -6,668 | -7.2% | 4Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 71,472 | 4M | +3,718 | +5.5% | 3Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 55,495 | 3M | -255,674 | -82.2% | 4Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 50,817 | 3M | +5,062 | +11.1% | 4Q | SEC ↗ |
| 15 | Focus Partners Wealth | 50,377 | 3M | -140 | -0.3% | 3Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 48,938 | 3M | -7,843 | -13.8% | 4Q | SEC ↗ |
| 17 | CARY STREET PARTNERS INVESTMENT ADVISO | 39,934 | 2M | +12,162 | +43.8% | 3Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 37,513 | 2M | +10,476 | +38.7% | 3Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 34,313 | 2M | -6,113 | -15.1% | 4Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 25,990 | 1M | +31 | +0.1% | 4Q | SEC ↗ |
| 21 | Investment Partners Asset Management, | 23,538 | 1M | -334 | -1.4% | 4Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 23,104 | 1M | -7,734 | -25.1% | 4Q | SEC ↗ |
| 23 | Retirement Planning Group, LLC | 22,531 | 1M | -25,604 | -53.2% | 2Q | SEC ↗ |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | 21,727 | 1M | -748 | -3.3% | 4Q | SEC ↗ |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,482 | 857K | +11,143 | +256.8% | 3Q | SEC ↗ |
| 26 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,311 | 737K | -2,304 | -14.8% | 4Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 12,019 | 665K | -47 | -0.4% | 3Q | SEC ↗ |
| 28 | Tradition Wealth Management, LLC | 11,429 | 633K | -568 | -4.7% | 4Q | SEC ↗ |
| 29 | Alaska Wealth Advisors, LLC | 10,478 | 580K | — | +0.0% | 4Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 8,643 | 478K | -16 | -0.2% | 4Q | SEC ↗ |
| 31 | Oak Wealth Advisors LLC | 7,577 | 419K | +3,278 | +76.3% | 2Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 7,489 | 415K | +1,131 | +17.8% | 4Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 7,380 | 408K | +1,649 | +28.8% | 2Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 5,833 | 323K | +823 | +16.4% | 3Q | SEC ↗ |
| 35 | Capital Analysts, LLC | 5,674 | 314K | -334 | -5.6% | 4Q | SEC ↗ |
| 36 | Creative Planning | 5,283 | 292K | -2,143 | -28.9% | 4Q | SEC ↗ |
| 37 | TCFG WEALTH MANAGEMENT, LLC NEW | 5,263 | 291K | — | +0.0% | 1Q | SEC ↗ |
| 38 | TCFG Investment Advisors, LLC | 5,263 | 291K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Strategic Wealth Advisors LLC | 5,052 | 280K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Strategic Blueprint, LLC | 4,813 | 266K | — | +0.0% | 2Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 4,725 | 262K | -3,819 | -44.7% | 2Q | SEC ↗ |
| 42 | Alaska Permanent Capital Management, L | 4,584 | 254K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Beacon Pointe Advisors, LLC NEW | 4,472 | 248K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Financially in Tune, LLC | 4,472 | 248K | — | +0.0% | 2Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC NEW | 4,434 | 245K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Mariner, LLC | 4,248 | 235K | -203,138 | -98.0% | 4Q | SEC ↗ |
| 47 | High Net Worth Advisory Group LLC NEW | 3,782 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Equitable Holdings, Inc. | 3,731 | 207K | -488 | -11.6% | 2Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 2,964 | 164K | +1,482 | +100.0% | 4Q | SEC ↗ |
| 50 | Integrated Wealth Concepts LLC NEW | 2,924 | 162K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 212,735 | 12M |
| TCFG WEALTH MANAGEMENT, LLC | 5,263 | 291K |
| Beacon Pointe Advisors, LLC | 4,472 | 248K |
| ENVESTNET ASSET MANAGEMENT INC | 4,434 | 245K |
| High Net Worth Advisory Group LLC | 3,782 | 209K |
| Integrated Wealth Concepts LLC | 2,924 | 162K |
| Ashton Thomas Private Wealth, LLC | 593 | 33K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bryn Mawr Trust Advisors, LLC | 5,057 | 280K |
| Focus Partners Advisor Solutions, L | 3,858 | 214K |
| Kestra Advisory Services, LLC | 2,306 | 128K |
| UBS Group AG | 279 | 15K |
| FLAGSHIP HARBOR ADVISORS, LLC | 231 | 13K |
| Realta Investment Advisors | 146 | 8K |
| WHITTIER TRUST CO OF NEVADA INC | 75 | 4K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | +101,402 | +38.8% | 362,634 |
| LPL Financial LLC | +21,317 | +14.7% | 166,008 |
| Valmark Advisers, Inc. | +13,800 | +9.7% | 156,010 |
| CARY STREET PARTNERS INVESTMENT ADV | +12,162 | +43.8% | 39,934 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +11,143 | +256.8% | 15,482 |
| JPMORGAN CHASE & CO | +10,476 | +38.7% | 37,513 |
| Independent Wealth Advisors LLC | +6,534 | +7.6% | 92,692 |
| Cetera Investment Advisers | +5,062 | +11.1% | 50,817 |
| Farther Finance Advisors, LLC | +3,718 | +5.5% | 71,472 |
| AMERIPRISE FINANCIAL INC | +3,636 | +1.7% | 217,407 |
| Oak Wealth Advisors LLC | +3,278 | +76.3% | 7,577 |
| Sterling Investment Advisors, Ltd. | +3,195 | +3.1% | 107,733 |
| Stratos Wealth Partners, LTD. | +1,649 | +28.8% | 7,380 |
| IFP Advisors, Inc | +1,482 | +100.0% | 2,964 |
| STIFEL FINANCIAL CORP | +1,131 | +17.8% | 7,489 |
| MML INVESTORS SERVICES, LLC | +823 | +16.4% | 5,833 |
| Baird Financial Group, Inc. | +31 | +0.1% | 25,990 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -255,674 | -82.2% | 55,495 |
| Mariner, LLC | -203,138 | -98.0% | 4,248 |
| Security National Bank | -45,496 | -17.5% | 214,519 |
| Retirement Planning Group, LLC | -25,604 | -53.2% | 22,531 |
| Merit Financial Group, LLC | -16,475 | -10.5% | 140,014 |
| JANE STREET GROUP, LLC | -7,843 | -13.8% | 48,938 |
| WELLS FARGO & COMPANY/MN | -7,734 | -25.1% | 23,104 |
| OSAIC HOLDINGS, INC. | -6,668 | -7.2% | 86,555 |
| COMMONWEALTH EQUITY SERVICES, LLC | -6,113 | -15.1% | 34,313 |
| CITADEL ADVISORS LLC | -3,819 | -44.7% | 4,725 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -2,304 | -14.8% | 13,311 |
| Creative Planning | -2,143 | -28.9% | 5,283 |
| FOUNDERS FINANCIAL SECURITIES LLC | -884 | -0.5% | 184,895 |
| GREAT VALLEY ADVISOR GROUP, INC. | -748 | -3.3% | 21,727 |
| Tradition Wealth Management, LLC | -568 | -4.7% | 11,429 |
| Equitable Holdings, Inc. | -488 | -11.6% | 3,731 |
| Capital Analysts, LLC | -334 | -5.6% | 5,674 |
| Investment Partners Asset Managemen | -334 | -1.4% | 23,538 |
| Focus Partners Wealth | -140 | -0.3% | 50,377 |
| RAYMOND JAMES FINANCIAL INC | -47 | -0.4% | 12,019 |