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JPM Intll HDG EQ Lddr Ovrly (HOLA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Security National Bank
INCREASED
Shares218,262 from 214,519
Change+3,743 (+2%)
Value$12.1M (+$185.1K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares185,077 from 166,008
Change+19,069 (+11%)
Value$10.2M (+$1.0M)
Filed 2026-11-06
Founders Financial Securities LLC
DECREASED
Shares183,825 from 184,895
Change-1,070 (-1%)
Value$10.2M (-$78.0K)
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares138,632 from 140,014
Change-1,382 (-1%)
Value$7.7M (-$90.6K)
Filed 2026-11-06
Valmark Advisers, Inc.
DECREASED
Shares129,820 from 156,010
Change-26,190 (-17%)
Value$7.2M (-$1.5M)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares112,583 from 107,733
Change+4,850 (+5%)
Value$6.2M (+$257.1K)
Filed 2026-10-27
Independent Wealth Advisors LLC
INCREASED
Shares106,539 from 92,692
Change+13,847 (+15%)
Value$5.9M (+$755.9K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares60,392 from 71,472
Change-11,080 (-15%)
Value$3.3M (-$619.6K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
UNCHANGED
Shares34,313 from 34,313
Change0 (0%)
Value$1.9M (-$3.5K)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares22,746 from 23,538
Change-792 (-3%)
Value$1.3M (-$46.2K)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares21,830 from 22,531
Change-701 (-3%)
Value$1.2M (-$41.0K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares12,661 from 13,311
Change-650 (-5%)
Value$699.7K (-$37.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares8,643 from 8,643
Change0 (0%)
Value$478 (-$478.5K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares8,608
Change+8,608
Value$476.0K
Filed 2026-11-05
Creative Planning
INCREASED
Shares6,040 from 5,283
Change+757 (+14%)
Value$333.8K (+$41.3K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares5,888 from 5,263
Change+625 (+12%)
Value$324.3K (+$31.6K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
INCREASED
Shares5,354 from 5,052
Change+302 (+6%)
Value$295.9K (+$295.7K)
Filed 2026-11-06
Strategic Blueprint, LLC
UNCHANGED
Shares4,813 from 4,813
Change0 (0%)
Value$266.0K (-$488)
Filed 2026-10-22
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$209.0K (-$384)
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$119.9K (-$221)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares1,482 from 2,964
Change-1,482 (-50%)
Value$81.9K (-$82.2K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$32.8K (-$60)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares154
Change+154
Value$8.5K
Filed 2026-11-05
Cary Street Partners Financial LLC
N/A
Shares— from 362,634
Change-362,634 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 217,407
Change-217,407 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 212,735
Change-212,735 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 86,555
Change-86,555 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 55,495
Change-55,495 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 50,817
Change-50,817 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 50,377
Change-50,377 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,938
Change-48,938 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 39,934
Change-39,934 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,513
Change-37,513 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,990
Change-25,990 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,727
Change-21,727 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,429
Change-11,429 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 10,478
Change-10,478 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,489
Change-7,489 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 882
Change-882 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Status
Security National Bank
INCREASED218,262214,519+3,743+2%$11.9M$12.1M+$185.1K2026-10-26
LPL Financial LLC
INCREASED185,077166,008+19,069+11%$9.2M$10.2M+$1.0M2026-11-06
Founders Financial Securities LLC
DECREASED183,825184,895-1,070-1%$10.2M$10.2M-$78.0K2026-10-28
Merit Financial Group, LLC
DECREASED138,632140,014-1,382-1%$7.8M$7.7M-$90.6K2026-11-06
Valmark Advisers, Inc.
DECREASED129,820156,010-26,190-17%$8.6M$7.2M-$1.5M2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED112,583107,733+4,850+5%$6.0M$6.2M+$257.1K2026-10-27
Independent Wealth Advisors LLC
INCREASED106,53992,692+13,847+15%$5.1M$5.9M+$755.9K2026-10-27
Farther Finance Advisors, LLC
DECREASED60,39271,472-11,080-15%$4.0M$3.3M-$619.6K2026-10-08
Commonwealth Equity Services, LLC
UNCHANGED34,31334,31300%$1.9M$1.9M-$3.5K2026-11-02
Investment Partners Asset Management, Inc.
DECREASED22,74623,538-792-3%$1.3M$1.3M-$46.2K2026-10-09
Retirement Planning Group, LLC
DECREASED21,83022,531-701-3%$1.2M$1.2M-$41.0K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED12,66113,311-650-5%$737.0K$699.7K-$37.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED8,6438,64300%$479.0K$478-$478.5K2026-11-02
Thrivent Financial for Lutherans
NEW8,608—+8,608——$476.0K—2026-11-05
Creative Planning
INCREASED6,0405,283+757+14%$292.5K$333.8K+$41.3K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED5,8885,263+625+12%$292.7K$324.3K+$31.6K2026-10-20
Strategic Wealth Advisors LLC
INCREASED5,3545,052+302+6%$263$295.9K+$295.7K2026-11-06
Strategic Blueprint, LLC
UNCHANGED4,8134,81300%$266.5K$266.0K-$4882026-10-22
High Net Worth Advisory Group LLC
UNCHANGED3,7823,78200%$209.4K$209.0K-$3842026-10-26
United Community Bank
UNCHANGED2,1692,16900%$120.1K$119.9K-$2212026-10-28
IFP Advisors, Inc
DECREASED1,4822,964-1,482-50%$164.1K$81.9K-$82.2K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED59359300%$32.8K$32.8K-$602026-11-03
Jacobi Capital Management LLC
NEW154—+154——$8.5K—2026-11-05
Cary Street Partners Financial LLC
N/A—362,634-362,634-100%$20.1M———
Ameriprise Financial Inc
N/A—217,407-217,407-100%$12.0M———
Private Advisor Group, LLC
N/A—212,735-212,735-100%$11.8M———
Osaic Holdings, Inc.
N/A—86,555-86,555-100%$4.8M———
Royal Bank of Canada
N/A—55,495-55,495-100%$3.1M———
Cetera Investment Advisers
N/A—50,817-50,817-100%$2.8M———
Focus Partners Wealth
N/A—50,377-50,377-100%$2.8M———
Jane Street Group, LLC
N/A—48,938-48,938-100%$2.7M———
Cary Street Partners Investment Advisory LLC
N/A—39,934-39,934-100%$2.2M———
JPMorgan Chase & Co
N/A—37,513-37,513-100%$2.1M———
Baird Financial Group, Inc.
N/A—25,990-25,990-100%$1.4M———
Wells Fargo & Company
N/A—23,104-23,104-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—21,727-21,727-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—15,482-15,482-100%$857.0K———
Raymond James Financial Inc
N/A—12,019-12,019-100%$665.5K———
Tradition Wealth Management, LLC
N/A—11,429-11,429-100%$632.8K———
Alaska Wealth Advisors, LLC
N/A—10,478-10,478-100%$580.2K———
Oak Wealth Advisors LLC
N/A—7,577-7,577-100%$419.5K———
Stifel Financial Corp
N/A—7,489-7,489-100%$414.7K———
Stratos Wealth Partners, Ltd.
N/A—7,380-7,380-100%$408.6K———
MML Investors Services, LLC
N/A—5,833-5,833-100%$323.0K———
Capital Analysts, LLC
N/A—5,674-5,674-100%$314.0K———
Citadel Advisors LLC
N/A—4,725-4,725-100%$261.6K———
Alaska Permanent Capital Management, LLC
N/A—4,584-4,584-100%$253.8K———
Beacon Pointe Advisors, LLC
N/A—4,472-4,472-100%$247.6K———
Envestnet Asset Management Inc
N/A—4,434-4,434-100%$245.5K———
Mariner, LLC
N/A—4,248-4,248-100%$235.2K———
Equitable Holdings, Inc.
N/A—3,731-3,731-100%$206.6K———
Morgan Stanley
N/A—882-882-100%$48.8K———
Longview Financial Advisors LLC
N/A—226-226-100%$12.5K———
Showing 53 of 53 institutions