HOLA Institutional Ownership & Shareholders
JPM INTLL HDG EQ LDDR OVRLY (HOLA) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $144.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cary Street Partners Financial Llc is currently the largest disclosed institutional shareholder of HOLA tracked by InsiderSet, reporting ownership valued at approximately $20.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.95M, representing an estimated loss of -0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed HOLA value among the investors covered in this analysis. Major shareholders include Cary Street Partners Financial Llc, Security National Bank, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in JPM INTLL HDG EQ LDDR OVRLY (HOLA).
This page ranks the largest institutional HOLA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$144.87M
Largest Holder
Cary Street Partners Financial Llc
Largest Position
$20.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cary Street Partners Financial Llc | 0.44% | 362,634 | $20,079,536 | $19,948,242 | -$131,294 | -0.65% | |
| Security National Bank | 1.39% | 218,262 | $12,063,319 | $12,006,440 | -$56,879 | -0.47% | |
| Ameriprise Financial Inc | 0.00% | 217,407 | $12,039,836 | $11,959,407 | -$80,429 | -0.67% | |
| Private Advisor Group, Llc | 0.05% | 212,735 | $11,779,434 | $11,702,403 | -$77,031 | -0.65% | |
| Founders Financial Securities Llc | 0.50% | 183,825 | $10,159,968 | $10,112,085 | -$47,883 | -0.47% | |
| Lpl Financial Llc | 0.00% | 166,008 | $9,192,109 | $9,131,984 | -$60,125 | -0.65% | |
| Valmark Advisers, Inc. | 0.09% | 156,010 | $8,638,475 | $8,582,001 | -$56,474 | -0.65% | |
| Merit Financial Group, Llc | 0.05% | 140,014 | $7,752,778 | $7,702,072 | -$50,706 | -0.65% | |
| Sterling Investment Advisors, Ltd. | 1.03% | 112,583 | $6,222,437 | $6,193,112 | -$29,325 | -0.47% | |
| Independent Wealth Advisors Llc | 4.88% | 106,539 | $5,888,420 | $5,860,636 | -$27,784 | -0.47% | |
| Osaic Holdings, Inc. | 0.01% | 86,555 | $4,792,539 | $4,761,330 | -$31,209 | -0.65% | |
| Farther Finance Advisors, Llc | 0.02% | 60,392 | $3,337,836 | $3,322,122 | -$15,714 | -0.47% | |
| Royal Bank Of Canada | 0.00% | 55,495 | $3,073,000 | $3,052,741 | -$20,259 | -0.66% | |
| Cetera Investment Advisers | 0.00% | 50,817 | $2,813,808 | $2,795,408 | -$18,400 | -0.65% | |
| Focus Partners Wealth | 0.00% | 50,377 | $2,789,435 | $2,771,204 | -$18,231 | -0.65% | |
| Jane Street Group, Llc | 0.00% | 48,938 | $2,709,766 | $2,692,045 | -$17,721 | -0.65% | |
| Cary Street Partners Investment Advisory Llc | 0.45% | 39,934 | $2,211,201 | $2,196,741 | -$14,460 | -0.65% | |
| Jpmorgan Chase & Co | 0.00% | 37,513 | $2,070,217 | $2,063,564 | -$6,653 | -0.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,313 | $1,896,469 | $1,887,534 | -$8,935 | -0.47% | |
| Baird Financial Group, Inc. | 0.00% | 25,990 | $1,439,103 | $1,429,692 | -$9,411 | -0.65% | |
| Wells Fargo & Company/Mn | 0.00% | 23,104 | $1,279,301 | $1,270,935 | -$8,366 | -0.65% | |
| Investment Partners Asset Management, Inc. | 0.68% | 22,746 | $1,257,152 | $1,251,242 | -$5,910 | -0.47% | |
| Retirement Planning Group, Llc | 0.03% | 21,830 | $1,206,542 | $1,200,853 | -$5,689 | -0.47% | |
| Great Valley Advisor Group, Inc. | 0.02% | 21,727 | $1,203,023 | $1,195,187 | -$7,836 | -0.65% | |
| United Capital Financial Advisors, Llc | 0.00% | 15,482 | $857,011 | $851,654 | -$5,357 | -0.63% | |
| Kestra Private Wealth Services, Llc | 0.01% | 12,661 | $699,746 | $696,473 | -$3,273 | -0.47% | |
| Raymond James Financial Inc | 0.00% | 12,019 | $665,509 | $661,157 | -$4,352 | -0.65% | |
| Tradition Wealth Management, Llc | 0.04% | 11,429 | $632,840 | $628,701 | -$4,139 | -0.65% | |
| Alaska Wealth Advisors, Llc | 0.06% | 10,478 | $580,189 | $576,387 | -$3,802 | -0.66% | |
| Oak Wealth Advisors Llc | 0.20% | 7,577 | $419,549 | $416,805 | -$2,744 | -0.65% | |
| Stifel Financial Corp | 0.00% | 7,489 | $414,679 | $411,965 | -$2,714 | -0.65% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,380 | $408,641 | $405,969 | -$2,672 | -0.65% | |
| Creative Planning | 0.00% | 6,040 | $333,839 | $332,256 | -$1,583 | -0.47% | |
| Tcfg Investment Advisors, Llc | 0.11% | 5,888 | $324,317 | $323,895 | -$422 | -0.13% | |
| Mml Investors Services, Llc | 0.00% | 5,833 | $322,990 | $320,869 | -$2,121 | -0.66% | |
| Capital Analysts, Llc | 0.01% | 5,674 | $314,000 | $312,123 | -$1,877 | -0.60% | |
| Tcfg Wealth Management, Llc | 0.10% | 5,263 | $277,661 | $289,514 | +$11,853 | +4.27% | |
| Strategic Blueprint, Llc | 0.01% | 4,813 | $265,997 | $264,760 | -$1,237 | -0.47% | |
| Strategic Wealth Advisors Llc | 0.22% | 5,052 | $263,000 | $277,907 | +$14,907 | +5.67% | |
| Citadel Advisors Llc | 0.00% | 4,725 | $261,630 | $259,919 | -$1,711 | -0.65% | |
| Alaska Permanent Capital Management, Llc | 0.02% | 4,584 | $253,791 | $252,163 | -$1,628 | -0.64% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,472 | $247,621 | $246,002 | -$1,619 | -0.65% | |
| Envestnet Asset Management Inc | 0.00% | 4,434 | $245,517 | $243,911 | -$1,606 | -0.65% | |
| Financially In Tune, Llc | 0.20% | 4,472 | $235,227 | $246,002 | +$10,775 | +4.58% | |
| Mariner, Llc | 0.00% | 4,248 | $235,218 | $233,680 | -$1,538 | -0.65% | |
| High Net Worth Advisory Group Llc | 0.04% | 3,782 | $209,031 | $208,045 | -$986 | -0.47% | |
| Equitable Holdings, Inc. | 0.00% | 3,731 | $206,591 | $205,240 | -$1,351 | -0.65% | |
| United Community Bank | 0.04% | 2,169 | $119,880 | $119,315 | -$565 | -0.47% | |
| Ifp Advisors, Inc | 0.00% | 1,482 | $81,910 | $81,524 | -$386 | -0.47% | |
| Morgan Stanley | 0.00% | 882 | $48,838 | $48,518 | -$320 | -0.65% |
Frequently asked questions about HOLA
Who are the largest institutional holders of HOLA?
The largest institutional holders of HOLA reported in the latest SEC Form 13F filings include Cary Street Partners Financial Llc, Security National Bank, Ameriprise Financial Inc, Private Advisor Group, Llc, and Founders Financial Securities Llc. InsiderSet ranks institutional holders by their latest reported HOLA position.
What is HOLA institutional ownership?
This page tracks HOLA positions reported by institutional investment managers through SEC Form 13F. JPM INTLL HDG EQ LDDR OVRLY (HOLA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HOLA?
InsiderSet currently tracks 53 institutional managers reporting HOLA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HOLA shareholders.
How much HOLA stock do institutions own?
Institutional investment managers disclosed approximately $144.87M in HOLA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HOLA institutional ownership last updated?
The latest HOLA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HOLA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HOLA position after the reporting date.
Are institutions buying or selling HOLA?
Institutional buying and selling can be analyzed by comparing HOLA positions across consecutive 13F reporting periods. InsiderSet's HOLA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HOLA ownership changes.
How has HOLA institutional ownership changed over time?
InsiderSet tracks HOLA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.