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Disclosery

BBAG J P MORGAN EXCHANGE TRADED F

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COM (fund)

115 managers (117 13F filers) reported a position in BBAG shares at 2025-12-31, 13,532,646 shares in all. 16 filers opened a position and 2 filers sold out during the quarter.

Managers
115
13F filers
117
New
16
Added
31
Reduced
56
Sold out
2
Shares held by filers
13,532,646

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,593,725$213M0.01%-334,37713F-HRTimelineGroup
LPL Financial LLC2,116,045$98.2M0.03%-1,562,80513F-HRTimeline
Clearwater Capital Advisors, LLC1,107,784$51.4M4.29%+65,98913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding861,222$40M-795,141Timeline
Janney Montgomery Scott LLC585,787$27.2M0.06%-4,72713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC412,908$19.2M0.02%new13F-HRTimelineGroup
Apella Capital, LLC368,751$17.1M0.34%+2,65613F-HRTimeline
Cambridge Investment Research Advisors,…293,826$13.6M0.04%-385,05413F-HRTimeline
Wealth Alliance Advisory Group, LLC281,948$13.1M2.24%+19,94913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY227,109$10.5M<0.01%-82,71613F-HR/ATimelineGroup
Cetera Investment Advisers224,794$10.4M0.01%-205,69013F-HRTimeline
Heck Capital Advisors, LLC216,473$10.1M0.75%+24,95313F-HRTimeline
Tradition Wealth Management, LLC211,243$9.81M0.7%+11,36613F-HRTimeline
HighTower Advisors, LLC168,991$7.84M0.01%-5,00513F-HRTimeline
CWM, LLCin group CWM, LLC121,804$5.65M0.02%+10,76013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC114,275$5.3M0.04%-108,54313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC92,498$4.29M0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,397$3.5M<0.01%+36,98913F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV68,660$3.19M2.65%+9,98113F-HRTimeline
KELLY FINANCIAL GROUP LLC68,097$3.17M0.81%-97413F-HRTimeline
CGN Advisors LLC65,245$3.03M0.24%-1,86013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,032$3.02M<0.01%-19,67313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,732$2.96M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,308$2.89M<0.01%-8,07813F-HR/ATimelineGroup
MLG Wealth Management DBA Pine Grove Fi…58,473$2.71M0.33%13F-HRTimeline
Triad Wealth Partners, LLC58,205$2.7M0.26%+12,95513F-HRTimeline
FLOW TRADERS U.S. LLC57,524$2.67M0.09%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC56,708$2.63M0.09%+3,25813F-HRTimelineGroup
BAILARD, INC.55,719$2.59M0.06%+3,26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,093$2.33M<0.01%+29,98213F-HRTimelineGroup
ACT Advisors, LLC.45,586$2.12M0.83%-52013F-HRTimeline
MML INVESTORS SERVICES, LLC43,700$2.03M<0.01%-51,11313F-HRTimeline
Legacy Private Trust Co.41,296$1.92M0.11%-1,51113F-HRTimeline
Sharkey, Howes & Javer38,519$1.79M0.23%-32,20213F-HRTimeline
Kovack Advisors, Inc.35,494$1.65M0.08%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,406$1.46M0.03%+4,53013F-HRTimelineGroup
ORG Partners LLC27,137$1.26M0.22%+2,86113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,329$1.22M<0.01%+6,74113F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.23,238$1.08M2.07%-19,26113F-HRTimeline
Strategic Financial Concepts, LLC22,832$1.06M0.97%+16,01513F-HRTimeline
Berger Financial Group, Inc21,963$1.02M0.06%-2,66113F-HRTimeline
Geneos Wealth Management Inc.21,694$1.01M0.02%+1,36313F-HRTimeline
Cobblestone Asset Management LLC19,543$907K0.41%+99413F-HRTimeline
Arlington Financial Advisors, LLC17,696$821K0.12%+3,80113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,696$729K<0.01%+1,57013F-HRTimeline
MN Wealth Advisors, LLC15,309$711K0.36%-1713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC13,904$645K0.29%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,228$568K0.17%-57113F-HRTimeline
Alpha Omega Wealth Management LLC12,112$562K0.09%+9113F-HRTimeline
Elevation Wealth Management LLC10,717$499K0.48%13F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co10,400$483K0.11%013F-HRTimelineGroup
Avestar Capital, LLC9,855$457K0.03%+42713F-HRTimeline
Integrated Wealth Concepts LLC9,702$450K0.01%-15,12313F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC9,190$427K0.16%-32913F-HRTimeline
5T Wealth, LLC9,004$418K0.17%-1,65813F-HRTimeline
SUTTON PLACE INVESTORS LLC8,934$415K0.23%+513F-HRTimeline
Perigon Wealth Management, LLC8,296$385K0.01%-82813F-HRTimeline
Composition Wealth, LLC7,602$353K0.01%-12713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,485$347K<0.01%-5,46613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,333$340KnewTimeline
Plan Group Financial, LLC7,237$336K0.09%+2,45113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,135$331K<0.01%-65013F-HRTimelineGroup
Ignite Planners, LLC6,680$311K0.05%+1,32813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,559$304K0.04%-5,22513F-HRTimeline
Perennial Investment Advisors, LLC6,547$304K0.02%-36813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,111$284K0.01%-48713F-HRTimelineGroup
COMERICA BANK5,805$269K<0.01%-9713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,717$267K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,716$265K0.01%-2,93613F-HRTimeline
Atria Investments, Inc5,410$251K<0.01%-33013F-HRTimeline
Private Advisor Group, LLC5,344$248K<0.01%+1313F-HRTimeline
Sanctuary Advisors, LLC5,173$240K<0.01%new13F-HRTimeline
Bensler, LLC4,902$228K0.02%-32713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,841$225K0.02%-19,01013F-HRTimelineGroup
Fonville Wealth Management LLC4,776$222K0.05%-60313F-HRTimeline
MGO ONE SEVEN LLC4,754$221K<0.01%-82113F-HRTimeline
Bouchey Financial Group, Ltd.4,720$219K0.02%-113F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,456$207K0.01%-2913F-HRTimeline
IFP Advisors, Inc4,254$197K<0.01%-2,33513F-HRTimeline
Steward Partners Investment Advisory, L…4,161$193K<0.01%+32413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,757$175K0.01%-2,08113F-HRTimelineGroup
Global Retirement Partners, LLC3,691$171K<0.01%-4,51913F-HRTimeline
PRIVATE TRUST CO NA3,682$171K0.01%-3,31613F-HRTimeline
Founders Financial Alliance, LLC3,576$166K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton3,099$144K0.03%-2413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,250$104K<0.01%-70113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,185$101K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,079$96.5K<0.01%-8513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,341$62.2K<0.01%new13F-HRTimelineGroup
GGM Financial LLC1,203$55.8K0.03%-10413F-HRTimeline
Larson Financial Group LLC982$45.6K<0.01%new13F-HRTimeline
Fairway Wealth LLC743$34.5K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.711$33K<0.01%013F-HRTimeline
AE Wealth Management LLC662$30.7K<0.01%+64313F-HRTimeline
Farther Finance Advisors, LLC640$29.7K<0.01%-35813F-HRTimeline
LGT Financial Advisors LLC619$28.8K0.18%+18013F-HRTimeline
Clarity Asset Management, Inc.410$19K0.01%+413F-HRTimeline
Strategic Wealth Partners, Ltd.360$16.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC313$14.5K<0.01%-613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC274$12.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/237$11K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC197$9.14K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC145$6.73K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC135$6.25K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93$4.32K<0.01%-913F-HR/ATimelineGroup
Key Financial Inc93$4.32K<0.01%013F-HRTimeline
CENTRAL TRUST Co85$3.95K<0.01%-13713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management70$3.25K<0.01%+2613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74$3K<0.01%-28113F-HRTimelineGroup
Wilkerson Advisory Group LLC53$2.46K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.10$464<0.01%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.1$46<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1$46<0.01%-3,20613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$26<0.01%new13F-HRTimelineGroup
SHP Wealth Management0$3<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.