JPM INTLL HDG EQ LDDR OVRLY (HOLA) Institutional Ownership Changes & 13F Activity

JPM INTLL HDG EQ LDDR OVRLY (HOLA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Retirement Planning Group, Llc, Cetera Investment Advisers, Mariner, Llc, Lpl Financial Llc, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+10,305+50.2%30,838$1.62MQ1 2026Jul 08, 2026
Osaic Holdings, Inc.Buy+15,541+20.0%93,223$4.90MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+9,332+3.1%311,169$16.37MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+8,544—8,544$449.41KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+4,219—4,219$221.92KQ1 2026May 15, 2026
Focus Partners WealthSell-2,044-3.9%50,517$2.66MQ1 2026May 15, 2026
Morgan StanleyBuy+613+227.9%882$46.39KQ1 2026May 15, 2026
Raymond James Financial IncBuy+3,662+43.6%12,066$634.67KQ1 2026May 14, 2026
Capital Analysts, LlcBuy+1,279+27.0%6,008$316.00KQ1 2026May 14, 2026
Baird Financial Group, Inc.Sell-38-0.1%25,959$1.37MQ1 2026May 14, 2026
Cetera Investment AdvisersSell-34,649-43.1%45,755$2.41MQ1 2026May 13, 2026
Mariner, LlcBuy+19,795+10.6%207,386$10.91MQ1 2026May 13, 2026
Jane Street Group, LlcSell-17,266-23.3%56,781$2.99MQ1 2026May 12, 2026
Stifel Financial CorpBuy+614+10.7%6,358$334.43KQ1 2026May 12, 2026
Creative PlanningSell-450-5.7%7,426$390.59KQ1 2026May 12, 2026
Great Valley Advisor Group, Inc.Sell-2,778-11.0%22,475$1.18MQ1 2026May 11, 2026
Lpl Financial LlcBuy+17,368+13.6%144,691$7.61MQ1 2026May 06, 2026
Tcfg Investment Advisors, LlcBuy+5,263—5,263$277.66KQ1 2026May 06, 2026
Retirement Planning Group, LlcBuy+48,135—48,135$2.53MQ1 2026May 04, 2026
Sterling Investment Advisors, Ltd.Buy+5,861+5.9%104,538$5.50MQ1 2026May 04, 2026
Mml Investors Services, LlcSell-299-5.6%5,010$263.53KQ1 2026May 04, 2026
Valmark Advisers, Inc.Buy+9,031+6.8%142,210$7.48MQ1 2026May 01, 2026
Cambridge Investment Research Advisors, Inc.Buy+3,644+72.7%8,659$455.00KQ1 2026Apr 30, 2026
Cary Street Partners Investment Advisory LlcBuy+6,539+30.8%27,772$1.46MQ1 2026Apr 29, 2026
Strategic Blueprint, LlcBuy+4,813—4,813$253.15KQ1 2026Apr 29, 2026
Cary Street Partners Financial LlcSell-1,990-0.8%261,232$13.74MQ1 2026Apr 29, 2026
Stratos Wealth Partners, Ltd.Buy+5,731—5,731$301.45KQ1 2026Apr 28, 2026
Commonwealth Equity Services, LlcBuy+2,304+6.0%40,426$2.13MQ1 2026Apr 27, 2026
Tcfg Wealth Management, LlcBuy+5,263—5,263$277.66KQ1 2026Apr 24, 2026
Oak Wealth Advisors LlcBuy+4,299—4,299$226.13KQ1 2026Apr 22, 2026
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Frequently asked questions about HOLA activity

  • Which institutional owners are buying HOLA?

    Institutional owners buying HOLA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HOLA activity?

    "Buy" means an investor increased their reported position in HOLA compared to the prior reporting period. This reflects growing exposure to JPM INTLL HDG EQ LDDR OVRLY (HOLA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HOLA increasing?

    Institutional interest in HOLA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.