13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HOLA

J P MORGAN EXCHANGE TRADED F

49 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q591·49 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.2%
vs prior quarter
13F value held
$134M
61.0% inst. owned
of float
Holders
49
-48 QoQ
filers reporting
Activity
+8 / −41
+1,001 added · −935 reduced
this quarter
Concentration
12.24%
ROYAL BANK OF CANADA #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported HOLA in Q1 2026. ROYAL BANK OF CANADA leads at 12.2% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ROYAL BANK OF CANADA
CIK 0001000275
$16M311K0.00%Q1 202602
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$14M261K0.34%Q1 202603
Security National Bank
CIK 0001719739
$14M260K1.99%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M214K0.00%Q1 202605
Mariner, LLC
CIK 0001373442
$11M207K0.01%Q1 202606
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$10M186K0.57%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$8M156K0.06%Q1 202608
LPL Financial LLC
CIK 0001403438
$8M145K0.00%Q1 202609
Valmark Advisers, Inc.
CIK 0001380443
$7M142K0.09%Q1 202610
Sterling Investment Advisors, Ltd.
CIK 0001701132
$5M105K1.00%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M93K0.01%Q1 202612
Independent Wealth Advisors LLC
CIK 0002136099
$5M86K4.45%Q1 202613
Farther Finance Advisors, LLC
CIK 0001992825
$4M68K0.03%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M57K0.00%Q1 202615
Focus Partners Wealth
CIK 0001542153
$3M53K0.00%Q4 202516
Retirement Planning Group, LLC
CIK 0001508195
$3M48K0.08%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$2M46K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M40K0.00%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M31K0.00%Q1 202620
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK 0001766904
$1M28K0.37%Q1 2026
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