Jpmorgan Hedged Equity ETF
$69.47+0.4%
-$67.7M
Net Activity
-4.41% total shares
Institutions Holding
391
Popularity Rank
#1569
Avg Weight
0.53%
Total Value
$3.1B
391 institutions currently hold HELO, with 206 net buyers and 169 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
169
Net Buying Institutions
206
Top 5 by Value
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Across its top 20 institutional holders, HELO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 19/100).
HELO ranks #1569 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
HELO is a top-conviction position for Taylor Securities Services, Inc. — at 16.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HELO belongs to LPL Financial LLC, but the position matters far more to Taylor Securities Services, Inc., who has 16.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Cetera Investment Advisers has added to its HELO position for two straight quarters, increasing it by $51.9M to reach $113.5M today.
Legacy Financial Group LLC has trimmed its HELO position for two straight quarters, cutting it by $56.5M while still holding $7.6M.
HELO is up 0.4% today, but institutions show net selling of $67.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$250.4M
Total Buy Value
$364.5M
Total Sell Value
206
Net Buyers
169
Net Sellers
HELO
Q2 2026
Top 5 Institutional Movers
-$54.2M
-$47.1M
-$45.0M
+$39.9M
-$24.7M
HELO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46654Q724
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access HELO's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HELOCLI
npx alphasmo stocks get HELO