Who owns JPMorgan International Hedged Equity Laddered Overlay ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HOLA from SEC Form 13F filings across 50 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 50 institutions disclosed 2.6M shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $144.0M — about 52.2% of shares outstanding; the largest disclosed holder is CARY STREET PARTNERS FINANCIAL LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$144.0M
value, 2026 filers
52.2%
of shares outstanding (2.6M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HOLA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | 362,634 | $20.1M | 0.4% | 7.3% | +38.8% |
| 2 | AMERIPRISE FINANCIAL INC | 217,407 | $12.0M | 0.0% | 4.4% | +1.7% |
| 3 | Security National Bank | 214,519 | $11.9M | 1.4% | 4.3% | -17.5% |
| 4 | Private Advisor Group, LLCNEW | 212,735 | $11.8M | 0.1% | 4.3% | new |
| 5 | FOUNDERS FINANCIAL SECURITIES LLC | 184,895 | $10.2M | 0.5% | 3.7% | -0.5% |
| 6 | LPL Financial LLC | 166,008 | $9.2M | 0.0% | 3.3% | +14.7% |
| 7 | Valmark Advisers, Inc. | 156,010 | $8.6M | 0.1% | 3.1% | +9.7% |
| 8 | Merit Financial Group, LLC | 140,014 | $7.8M | 0.0% | 2.8% | -10.5% |
| 9 | Sterling Investment Advisors, Ltd. | 107,733 | $6.0M | 1.0% | 2.2% | +3.1% |
| 10 | Independent Wealth Advisors LLC | 92,692 | $5.1M | 4.6% | 1.9% | +7.6% |
| 11 | OSAIC HOLDINGS, INC. | 86,555 | $4.8M | 0.0% | 1.7% | -7.2% |
| 12 | Farther Finance Advisors, LLC | 71,472 | $4.0M | 0.0% | 1.4% | +5.5% |
| 13 | ROYAL BANK OF CANADA | 55,495 | $3.1M | 0.0% | 1.1% | -82.2% |
| 14 | Cetera Investment Advisers | 50,817 | $2.8M | 0.0% | 1% | +11.1% |
| 15 | Focus Partners Wealth | 50,377 | $2.8M | 0.0% | 1% | -0.3% |
| 16 | JANE STREET GROUP, LLC | 48,938 | $2.7M | 0.0% | 1% | -13.8% |
| 17 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 39,934 | $2.2M | 0.4% | 0.8% | +43.8% |
| 18 | JPMORGAN CHASE & CO | 37,513 | $2.1M | 0.0% | 0.8% | +38.7% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 34,313 | $1.9M | 0.0% | 0.7% | -15.1% |
| 20 | Baird Financial Group, Inc. | 25,990 | $1.4M | 0.0% | 0.5% | +0.1% |
| 21 | Investment Partners Asset Management, Inc. | 23,538 | $1.3M | 0.7% | 0.5% | -1.4% |
| 22 | WELLS FARGO & COMPANY/MN | 23,104 | $1.3M | 0.0% | 0.5% | -25.1% |
| 23 | Retirement Planning Group, LLC | 22,531 | $1.2M | 0.0% | 0.5% | -53.2% |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | 21,727 | $1.2M | 0.0% | 0.4% | -3.3% |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,482 | $857,011 | 0.0% | 0.3% | +256.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.