HELO · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (HELO)
Who is buying and selling HELO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 102
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HELO at a glance
- No open-market insider purchases or sales of HELO were filed in the last 90 days.
- 102 13F filers hold HELO among their 50 largest positions, worth $987.9M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (13.5%), Campbell Deegan Wealth Management, LLC (13.3%) and CGC Financial Services, LLC (10.2%). In their latest 13Fs, 1 manager opened a new position and 28 added to one.
- No member of Congress has disclosed a trade in HELO.
HELO insider trading
No open-market insider purchases or sales of HELO were filed in the last 90 days.
Who owns HELO? Hedge funds and superinvestors
102 13F filers hold HELO among their 50 largest positions, worth $987.9M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (13.5%), Campbell Deegan Wealth Management, LLC (13.3%) and CGC Financial Services, LLC (10.2%). In their latest 13Fs, 1 manager opened a new position and 28 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Forvis Mazars Wealth Advisors, LLCWealth manager | 4.1% | $251.1M | 3,630,519 | +9.1% shares | Q3 2026 |
| Peterson Wealth Advisors, LLCWealth manager | 6.2% | $53.2M | 769,019 | +4.9% shares | Q3 2026 |
| Rwa Wealth Partners, LLCWealth manager | 0.5% | $51.6M | 763,321 | +7.7% shares | Q2 2026 |
| CGC Financial Services, LLCWealth manager | 10.2% | $46.0M | 664,677 | -0.0% shares | Q3 2026 |
| Taylor Securities Services, Inc.Wealth manager | 13.5% | $33.7M | 487,149 | -19.5% shares | Q3 2026 |
| Pinnacle Wealth Management Advisory Group, LLCWealth manager | 1.4% | $23.2M | 335,100 | +14.3% shares | Q3 2026 |
| Garrett Wealth Advisory Group, LLCWealth manager | 3.3% | $21.9M | 316,008 | +2.5% shares | Q3 2026 |
| Joseph Group Capital ManagementWealth manager | 4.4% | $20.8M | 307,601 | — | Q2 2026 |
| Longview Financial Advisors LLCWealth manager | 9.6% | $19.5M | 288,873 | +8.3% shares | Q2 2026 |
| Campbell Deegan Wealth Management, LLCWealth manager | 13.3% | $18.7M | 277,002 | +4.6% shares | Q2 2026 |
| HTG Investment Advisors, Inc.Wealth manager | 4.6% | $18.0M | 267,027 | +2.1% shares | Q2 2026 |
| Carr Financial Group CorpWealth manager | 4.1% | $17.8M | 263,768 | +5.6% shares | Q2 2026 |
| WealthPlan Investment Management, LLCWealth manager | 0.8% | $15.8M | 228,935 | +17.0% shares | Q3 2026 |
| Aspire Capital Advisors LLCWealth manager | 2.7% | $13.9M | 205,341 | +1.7% shares | Q2 2026 |
| Patten & Patten Inc/tnInvestment manager | 0.7% | $12.5M | 180,607 | -10.2% shares | Q3 2026 |
| Crewe Advisors LLCWealth manager | 0.9% | $12.4M | 183,760 | +2.3% shares | Q2 2026 |
| Capital Planning Advisors, LLCWealth manager | 1.8% | $12.3M | 192,856 | +2.9% shares | Q1 2026 |
| Archford Capital Strategies, LLCWealth manager | 1.2% | $11.9M | 172,275 | +9.1% shares | Q3 2026 |
| Wick Capital Partners, LLCWealth manager | 1.8% | $11.9M | 175,600 | -0.0% shares | Q2 2026 |
| Aire Advisors, LLCWealth manager | 1.9% | $11.9M | 171,520 | +6.7% shares | Q3 2026 |
| Allegheny Financial GroupWealth manager | 1.2% | $11.4M | 169,329 | +43.9% shares | Q2 2026 |
| Curtis Advisory Group, LLCWealth manager | 2.0% | $10.9M | 158,235 | +4.6% shares | Q3 2026 |
| Orrstown Financial Services IncBank & trust | 1.6% | $10.8M | 156,277 | +0.0% shares | Q3 2026 |
| Lifelong Wealth Advisors, Inc.Wealth manager | 2.4% | $10.5M | 151,173 | +0.9% shares | Q3 2026 |
| Sprinkle Financial Consultants LLCWealth manager | 3.9% | $10.0M | 145,012 | +20.5% shares | Q3 2026 |
| Alaska Permanent Capital Management, LLCInstitutional asset manager | 0.6% | $8.7M | 128,528 | +5.1% shares | Q2 2026 |
| Philip James Wealth Mangement, LLCWealth manager | 0.9% | $8.3M | 120,660 | -3.3% shares | Q3 2026 |
| Prairieview Wealth Partners, LLCWealth manager | 6.2% | $8.3M | 122,837 | +2.8% shares | Q2 2026 |
| Owl Creek Wealth Partners LLCWealth manager | 2.2% | $7.7M | 111,506 | -35.9% shares | Q3 2026 |
| Oak Wealth Advisors LLCWealth manager | 3.7% | $7.7M | 113,336 | -0.0% shares | Q2 2026 |
The 30 largest of 102 positions, by value. Each manager counts with its latest 13F (Q3 2026: 47, Q2 2026: 53, Q1 2026: 2). Screen HELO in the grand portfolio →
HELO stock trades by members of Congress
No member of Congress has disclosed a trade in HELO.
HELO questions and answers
Are insiders buying HELO stock?
No open-market insider purchases or sales of HELO were filed in the last 90 days.
Which hedge funds own HELO?
102 13F filers hold HELO among their 50 largest positions, worth $987.9M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (13.5%), Campbell Deegan Wealth Management, LLC (13.3%) and CGC Financial Services, LLC (10.2%). In their latest 13Fs, 1 manager opened a new position and 28 added to one.
Has Congress traded HELO?
No member of Congress has disclosed a trade in HELO.
Who is the largest holder of HELO?
Among 13F filers, Forvis Mazars Wealth Advisors, LLC reports the largest HELO position, $251.1M (3,630,519 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Taylor Securities Services, Inc.'s: 13.5% of its portfolio.
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