HELO — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (HELO)? 19 institutions reported holding $108.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Peterson Wealth Advisors, LLC ($53.2M), Apella Capital, LLC ($18.5M), Avidian Wealth Enterprises, LLC ($10.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Peterson Wealth Advisors, LLC | $53.2M | 769,019 | Added |
| 2 | Apella Capital, LLC | $18.5M | 265,342 | New |
| 3 | Avidian Wealth Enterprises, LLC | $10.2M | 147,481 | Trimmed |
| 4 | Sprinkle Financial Consultants LLC | $10.0M | 145,012 | Added |
| 5 | Cooper Financial Group | $4.4M | 63,043 | Trimmed |
| 6 | Sincerus Advisory, LLC | $3.6M | 51,583 | Added |
| 7 | YHB Investment Advisors, Inc. | $2.0M | 28,914 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $1.3M | 18,293 | Added |
| 9 | BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 17,299 | Added |
| 10 | Breakwater Capital Group | $938,932 | 13,574 | Added |
| 11 | AVAII WEALTH MANAGEMENT, LLC | $739,296 | 10,650 | Added |
| 12 | CoreCap Advisors, LLC | $656,354 | 9,489 | Added |
| 13 | Balefire, LLC | $426,502 | 6,166 | New |
| 14 | Athena Wealth Management, LLC | $287,285 | 4,153 | Trimmed |
| 15 | Capital Advisors Wealth Management, LLC | $267,150 | 3,862 | Added |
| 16 | Castle Rock Wealth Management, LLC | $241,048 | 3,446 | Added |
| 17 | Atlas Brown,Inc. | $220,685 | 3,190 | New |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $116,967 | 1,691 | Added |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30