Explore more topics
Public ownership evidence

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) Ownership Disclosures

Read HOLA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 30 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Beacon Pointe Advisors, LLC2026-06-302026-08-194,472$247,621None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,482$857,011None
Equitable Holdings, Inc.2026-06-302026-08-183,731$206,591None
OSAIC HOLDINGS, INC.2026-06-302026-08-1586,555$4,792,539None
JANE STREET GROUP, LLC2026-06-302026-08-1548,938$2,709,766None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15645$35,715None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1542,285$2,341,380None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15174,477$9,662,741None
ROYAL BANK OF CANADA2026-06-302026-08-1555,495$3,073,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,725$261,630None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,701$481,787None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,318$183,722None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1520,552$1,137,993None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,552$141,308None
Mariner, LLC2026-06-302026-08-144,248$235,218None
Creative Planning2026-06-302026-08-145,283$292,519None
United Community Bank2026-06-302026-08-142,169$120,101None
MORGAN STANLEY2026-06-302026-08-14882$48,838None
Integrated Wealth Concepts LLC2026-06-302026-08-132,924$161,904None
Cetera Investment Advisers2026-06-302026-08-1350,817$2,813,808None
Baird Financial Group, Inc.2026-06-302026-08-1325,990$1,439,103None
Focus Partners Wealth2026-06-302026-08-1350,377$2,789,435None
STIFEL FINANCIAL CORP2026-06-302026-08-137,489$414,679None
JPMORGAN CHASE & CO2026-06-302026-08-13251$13,876None
JPMORGAN CHASE & CO2026-06-302026-08-1337,262$2,056,341None
Tradition Wealth Management, LLC2026-06-302026-08-1211,429$632,840None
Stratos Wealth Partners, LTD.2026-06-302026-08-127,380$408,641None
Alaska Permanent Capital Management, LLC2026-06-302026-08-124,584$253,791None
Alaska Wealth Advisors, LLC2026-06-302026-08-1210,478$580,189None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1121,727$1,203,023None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.