JPM Intll HDG EQ Lddr Ovrly (HOLA)

CUSIP: 46654Q591 | NYSE | 66 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Security National Bank218,262

1.4% of portfolio$12.1M

Founders Financial Securities LLC183,825

0.5% of portfolio$10.2M

Sterling Investment Advisors, Ltd.112,583

1.0% of portfolio$6.2M

Independent Wealth Advisors LLC106,539

4.9% of portfolio$5.9M

Farther Finance Advisors, LLC60,392

0.0% of portfolio$3.3M

Commonwealth Equity Services, LLC34,313

0.0% of portfolio$1.9M

Investment Partners Asset Management, Inc.22,746

0.7% of portfolio$1.3M

Retirement Planning Group, LLC21,830

0.0% of portfolio$1.2M

Kestra Private Wealth Services, LLC12,661

0.0% of portfolio$699.7K

Cambridge Investment Research Advisors, Inc.8,643

0.0% of portfolio$478

Thrivent Financial for Lutherans8,608

0.0% of portfolio$476.0K

Creative Planning6,040

0.0% of portfolio$333.8K

Tcfg Investment Advisors, LLC5,888

0.1% of portfolio$324.3K

Strategic Blueprint, LLC4,813

0.0% of portfolio$266.0K

High Net Worth Advisory Group LLC3,782

0.0% of portfolio$209.0K

United Community Bank2,169

0.0% of portfolio$119.9K

IFP Advisors, Inc1,482

0.0% of portfolio$81.9K

Ashton Thomas Private Wealth, LLC593

0.0% of portfolio$32.8K

Jacobi Capital Management LLC154

0.0% of portfolio$8.5K

				Style	Turnover	Location	Filed
Security National Bank	218,262	$12.1M	1.4%	Growth	Low	Omaha, NE	2026-10-26
Founders Financial Securities LLC	183,825	$10.2M	0.5%	ETF	Medium	Towson, MD	2026-10-28
Sterling Investment Advisors, Ltd.	112,583	$6.2M	1.0%	Growth	Low	Berwyn, PA	2026-10-27
Independent Wealth Advisors LLC	106,539	$5.9M	4.9%	ETF	Low	Cary, NC	2026-10-27
Farther Finance Advisors, LLC	60,392	$3.3M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Commonwealth Equity Services, LLC	34,313	$1.9M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Investment Partners Asset Management, Inc.	22,746	$1.3M	0.7%	Core	Low	Metuchen, NJ	2026-10-09
Retirement Planning Group, LLC	21,830	$1.2M	0.0%	ETF	Very Low	Leawood, KS	2026-10-19
Kestra Private Wealth Services, LLC	12,661	$699.7K	0.0%	Growth	Low	Austin, TX	2026-10-30
Cambridge Investment Research Advisors, Inc.	8,643	$478	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Thrivent Financial for Lutherans	8,608	$476.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Creative Planning	6,040	$333.8K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Tcfg Investment Advisors, LLC	5,888	$324.3K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Strategic Blueprint, LLC	4,813	$266.0K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
High Net Worth Advisory Group LLC	3,782	$209.0K	0.0%	ETF	Very Low	Naples, FL	2026-10-26
United Community Bank	2,169	$119.9K	0.0%	Core	Low	Greenville, SC	2026-10-28
IFP Advisors, Inc	1,482	$81.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Ashton Thomas Private Wealth, LLC	593	$32.8K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Jacobi Capital Management LLC	154	$8.5K	0.0%	Core	Low	Pittston, PA	2026-11-05