Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (HOLA)

51 + Investors. Track Smart Money conviction in HOLA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — HOLA

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added HOLA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold HOLA right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟠

More sellers than buyers — 48% buying

23 buying25 selling
Last quarter: 25 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 45% entered in last year

0% conviction (2yr+) 55% medium 45% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

12 → 9 → 7 new funds/Q
New funds entering each quarter: 12 → 9 → 7. HOLA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 51 current holders: 51 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
10 of 51 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HOLA

In 2026 Q2, 23 hedge funds were net buyers of HOLA (7 opened a new position, 16 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in HOLA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: HOLA

How many hedge funds hold HOLA — quarterly history vs. share price
Quarterly hedge fund ownership of HOLA vs. share price

Market Analysis: HOLA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HOLA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy J P Morgan Exchange Traded F (HOLA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HOLA has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 57d ago
HOLA
+3.3%
SPY
+14.6%

HOLA outperformed SPY by -11.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 12d ago
HOLA
+0.1%
SPY
+0.5%

Since the filing became public, HOLA outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: HOLA
51 + Investors

Track Smart Money conviction in HOLA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 49 4.08%
13F Shares 3M 3M -5.34%
Total Value $144M $144M -0.21%
New Positions 7 9 -2
Increased Positions 16 16 -
Closed Positions 5 6 -1
Reduced Positions 20 12 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HOLA

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Financial Highlights

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Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HOLA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HOLA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independent Wealth Advisors LLC 4.64% 92,692 $5.1M
2 Security National Bank 1.42% 214,519 $11.9M
3 Sterling Investment Advisors, Ltd. 1.00% 107,733 $6.0M
4 Investment Partners Asset Management, Inc. 0.72% 23,538 $1.3M
5 Founders Financial Securities LLC 0.52% 184,895 $10.2M
6 Cary Street Partners Investment Advisory LLC 0.45% 39,934 $2.2M
7 Cary Street Partners Financial LLC 0.44% 362,634 $20.1M
8 Oak Wealth Advisors LLC 0.20% 7,577 $420K
9 TCFG Investment Advisors, LLC 0.10% 5,263 $293K
10 Valmark Advisers, Inc. 0.09% 156,010 $8.6M
11 Alaska Wealth Advisors, LLC 0.06% 10,478 $580K
12 Private Advisor Group, LLC 0.05% 212,735 $11.8M
13 Merit Financial Group, LLC 0.05% 140,014 $7.8M
14 High Net Worth Advisory Group LLC 0.04% 3,782 $209K
15 Tradition Wealth Management, LLC 0.04% 11,429 $633K
16 United Community Bank 0.04% 2,169 $120K
17 Retirement Planning Group, LLC 0.03% 22,531 $1.2M
18 Farther Finance Advisors, LLC 0.03% 71,472 $4.0M
19 Great Valley Advisor Group, INC. 0.02% 21,727 $1.2M
20 Alaska Permanent Capital Management, LLC 0.02% 4,584 $254K
21 Strategic Blueprint, LLC 0.01% 4,813 $266K
22 Kestra Private Wealth Services, LLC 0.01% 13,311 $737K
23 Longview Financial Advisors LLC 0.01% 226 $13K
24 Osaic Holdings, INC. 0.01% 86,555 $4.8M
25 United Capital Financial Advisors, LLC 0.00% 15,482 $857K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (HOLA)

What does the Smart Money Trend signal show for HOLA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HOLA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HOLA?

More sellers than buyers — 48% buying: Last quarter: 25 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HOLA holders?

Strong quality — 20% AUM from major funds: 10 of 51 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HOLA?

Mostly new holders — 45% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy J P Morgan Exchange Traded F (HOLA) following the 2026 Q2 hedge fund 13F filings?

As of today, HOLA has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.5% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), HOLA has gained +3.3% vs +14.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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