356 tracked 13F filers disclose a position in HELO as of the latest SEC 13F filings, a combined $3.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $221.1M | 3.5M | ▲+8.4% Added · +269K sh | Q1 2026 | |
| 2 | Forvis Mazars Wealth Advisors, LLC | $224.8M | 3.3M | ▲+15% Added · +433K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $163.9M | 2.6M | ▲+37% Added · +690K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $154.7M | 2.4M | ▲+9.3% Added · +206K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $142.5M | 2.2M | ▲+10% Added · +204K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $120.7M | 1.9M | ▼−4.8% Reduced · −96K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.7M | 1.9M | ▲+9.5% Added · +162K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $117.0M | 1.8M | ▲+5.1% Added · +89K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $101.3M | 1.6M | ▲+71% Added · +657K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $64.2M | 1.0M | ▲+4.6% Added · +44K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $62.4M | 977K | ▲+32% Added · +236K sh | Q1 2026 | |
| 12 | UBS Group AG | $58.8M | 919K | ▲+2.5% Added · +23K sh | Q1 2026 | |
| 13 | Focus Partners Wealth | $49.9M | 781K | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 14 | RWA WEALTH PARTNERS, LLC | $51.6M | 763K | ▲+7.7% Added · +55K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $47.9M | 749K | ▲+7.5% Added · +52K sh | Q1 2026 | |
| 16 | CGC Financial Services, LLC | $44.9M | 665K | ▼−39% Reduced · −425K sh | Q2 2026 | |
| 17 | Taylor Securities Services, Inc. | $40.9M | 605K | ▼−13% Reduced · −90K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $37.5M | 555K | ▲+21% Added · +95K sh | Q2 2026 | |
| 19 | JPMORGAN CHASE & CO | $34.4M | 544K | ▲+35% Added · +140K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $32.7M | 511K | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $28.7M | 449K | ▲+8.8% Added · +37K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $27.9M | 437K | ▲+2.9% Added · +12K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $28.0M | 414K | ▲+57% Added · +150K sh | Q2 2026 | |
| 24 | PINNACLE ASSOCIATES LTD | $25.7M | 380K | ▲+60% Added · +143K sh | Q2 2026 | |
| 25 | Mariner, LLC | $21.0M | 329K | ▲+3.5% Added · +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in HELO and 25 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 194 funds | $22.6B |
| APPLE INCAAPL | 194 funds | $21.8B |
| MICROSOFT CORPMSFT | 192 funds | $13.1B |
| AMAZON.COM INCAMZN | 189 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 186 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 186 funds | $7.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 186 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 185 funds | $5.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 182 funds | $12.9B |
| META PLATFORMS INC-CLASS AMETA | 182 funds | $5.6B |
| WALMART INCWMT | 182 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 181 funds | $13.0B |
Ranked by how many of HELO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 925 funds | $10.6B |
| HELOthis pagemc | 356 funds | $3.0B |
| JGROmc | 346 funds | $5.9B |
| JBNDmc | 294 funds | $5.7B |
| JIVEmc | 194 funds | $1.8B |
| JTEKmc | 161 funds | $1.0B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 154 funds | $3.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HELO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HELO/capital-change-brief"
Use Arkolith's capital_change_brief for HELO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HELO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.