Osaic Holdings
HOLA

Osaic Holdings’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Osaic Holdings’s Portfolio HOLA Stock Details HOLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.9M Buy
93,223
+15,541
+20% +$834K 0.01% 1380
2025
Q4 		$4.06M Buy
77,682
+54,274
+232% +$2.84M 0.01% 1524
2025
Q3 		$1.2M Buy
+23,408
New +$1.18M ﹤0.01% 2630

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Osaic Holdings's HOLA Position: Q1 2026 in Review

Osaic Holdings increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 20% in Q1 2026, buying an estimated $834K and bringing the position to 93,223 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #1380.

Osaic Holdings first reported a position in HOLA in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Osaic Holdings held 93,223 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $4.9M as of Q1 2026.
  • Osaic Holdings bought 15,541 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $834K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1380 holding.
  • Osaic Holdings first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.