HOLA · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (HOLA)
Who is buying and selling HOLA: 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
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HOLA at a glance
- No open-market insider purchases or sales of HOLA were filed in the last 90 days.
- 7 13F filers hold HOLA among their 50 largest positions, worth $36.1M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (4.9%), Security National Bank (1.4%) and Sterling Investment Advisors, Ltd. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in HOLA.
HOLA insider trading
No open-market insider purchases or sales of HOLA were filed in the last 90 days.
Who owns HOLA? Hedge funds and superinvestors
7 13F filers hold HOLA among their 50 largest positions, worth $36.1M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (4.9%), Security National Bank (1.4%) and Sterling Investment Advisors, Ltd. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Security National BankBank & trust | 1.4% | $12.1M | 218,262 | +1.7% shares | Q3 2026 |
| Founders Financial Securities LLCWealth manager | 0.5% | $10.2M | 183,825 | -0.6% shares | Q3 2026 |
| Sterling Investment Advisors, Ltd.Wealth manager | 1.0% | $6.2M | 112,583 | +4.5% shares | Q3 2026 |
| Independent Wealth Advisors LLCWealth manager | 4.9% | $5.9M | 106,539 | +14.9% shares | Q3 2026 |
| Investment Partners Asset Management, Inc.Wealth manager | 0.7% | $1.3M | 22,746 | -3.4% shares | Q3 2026 |
| Strategic Wealth Advisors LLCWealth manager | 0.2% | $263K | 5,052 | +0.0% shares | Q2 2026 |
| Alaska Permanent Capital Management, LLCInstitutional asset manager | 0.0% | $254K | 4,584 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 2). Screen HOLA in the grand portfolio →
HOLA stock trades by members of Congress
No member of Congress has disclosed a trade in HOLA.
HOLA questions and answers
Are insiders buying HOLA stock?
No open-market insider purchases or sales of HOLA were filed in the last 90 days.
Which hedge funds own HOLA?
7 13F filers hold HOLA among their 50 largest positions, worth $36.1M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (4.9%), Security National Bank (1.4%) and Sterling Investment Advisors, Ltd. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded HOLA?
No member of Congress has disclosed a trade in HOLA.
Who is the largest holder of HOLA?
Among 13F filers, Security National Bank reports the largest HOLA position, $12.1M (218,262 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Independent Wealth Advisors LLC's: 4.9% of its portfolio.
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