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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +10,305 | +50.2% | 30,838 | $1.62M | Q1 2026 | Jul 08, 2026 |
| Osaic Holdings, Inc. | Buy | +15,541 | +20.0% | 93,223 | $4.90M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +9,332 | +3.1% | 311,169 | $16.37M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +8,544 | — | 8,544 | $449.41K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +4,219 | — | 4,219 | $221.92K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -2,044 | -3.9% | 50,517 | $2.66M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +613 | +227.9% | 882 | $46.39K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +3,662 | +43.6% | 12,066 | $634.67K | Q1 2026 | May 14, 2026 |
| Capital Analysts, Llc | Buy | +1,279 | +27.0% | 6,008 | $316.00K | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Sell | -38 | -0.1% | 25,959 | $1.37M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -34,649 | -43.1% | 45,755 | $2.41M | Q1 2026 | May 13, 2026 |
| Mariner, Llc | Buy | +19,795 | +10.6% | 207,386 | $10.91M | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -17,266 | -23.3% | 56,781 | $2.99M | Q1 2026 | May 12, 2026 |
| Stifel Financial Corp | Buy | +614 | +10.7% | 6,358 | $334.43K | Q1 2026 | May 12, 2026 |
| Creative Planning | Sell | -450 | -5.7% | 7,426 | $390.59K | Q1 2026 | May 12, 2026 |
| Great Valley Advisor Group, Inc. | Sell | -2,778 | -11.0% | 22,475 | $1.18M | Q1 2026 | May 11, 2026 |
| Lpl Financial Llc | Buy | +17,368 | +13.6% | 144,691 | $7.61M | Q1 2026 | May 06, 2026 |
| Tcfg Investment Advisors, Llc | Buy | +5,263 | — | 5,263 | $277.66K | Q1 2026 | May 06, 2026 |
| Retirement Planning Group, Llc | Buy | +48,135 | — | 48,135 | $2.53M | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | Buy | +5,861 | +5.9% | 104,538 | $5.50M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Sell | -299 | -5.6% | 5,010 | $263.53K | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | Buy | +9,031 | +6.8% | 142,210 | $7.48M | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,644 | +72.7% | 8,659 | $455.00K | Q1 2026 | Apr 30, 2026 |
| Cary Street Partners Investment Advisory Llc | Buy | +6,539 | +30.8% | 27,772 | $1.46M | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, Llc | Buy | +4,813 | — | 4,813 | $253.15K | Q1 2026 | Apr 29, 2026 |
| Cary Street Partners Financial Llc | Sell | -1,990 | -0.8% | 261,232 | $13.74M | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +5,731 | — | 5,731 | $301.45K | Q1 2026 | Apr 28, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2,304 | +6.0% | 40,426 | $2.13M | Q1 2026 | Apr 27, 2026 |
| Tcfg Wealth Management, Llc | Buy | +5,263 | — | 5,263 | $277.66K | Q1 2026 | Apr 24, 2026 |
| Oak Wealth Advisors Llc | Buy | +4,299 | — | 4,299 | $226.13K | Q1 2026 | Apr 22, 2026 |
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.