J P MORGAN EXCHANGE TRADED

$HELO
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Institutional coverage

370 13F filers hold $HELO.

13F holders
370
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$HELO is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.05% to 0.41%, with an average of 0.15% of portfolio. Largest holder: Fiduciary Alliance LLC at 0.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fiduciary Alliance LLC
0.41% held
α +16.8pts
02
Bradley Foster & Sargent INC
0.07% held
α +11.1pts
03
Fulton Bank, N.a.
0.06% held
α +23.8pts
04
RFG Advisory, LLC
0.05% held
α +16.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 370 · Source: 13F-HR
01
AlphaMark Advisors, LLC
3.52% of portfolio
5,788,048 sh
02
Sheaff Brock Investment Advisors, LLC
0.18% of portfolio
4,379,949 sh
03
Taconic Capital Advisors LP
0.06% of portfolio
3,458,953 sh
04
Marquette Asset Management, LLC
0.04% of portfolio
2,564,278 sh
05
Loomis Sayles & Co. L P
0.04% of portfolio
2,382,330 sh
06
Ironwood Financial, llc
0.23% of portfolio
1,706,244 sh
07
FengHe Fund Management Pte. Ltd.
0.11% of portfolio
1,584,346 sh
08
Compound Planning, Inc.
20.13% of portfolio
1,090,050 sh
09
Private Harbour Investment Management & Counsel, LLC
0.07% of portfolio
1,004,470 sh
10
Cornerstone Planning Group LLC
7.77% of portfolio
967,024 sh
See all 370 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $HELO in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HELO in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:40 UTC.