HELO Institutional Ownership & Top Shareholders

HELO is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $960,312 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $664,984 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's HELO position is now estimated to be worth approximately $704,418.5, representing an estimated gain of +5.93% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward JPMORGAN HEDGED EQUITY ETF.