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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

139 managers (140 13F filers) reported a position in BBAX shares at 2026-06-30, 98,414,561 shares in all. 22 filers opened a position and 33 filers sold out during the quarter.

Managers
139
13F filers
140
New
22
Added
38
Reduced
33
Sold out
33
Shares held by filers
98,414,561

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 & CO85,864,361$5.15B0.3%+434,10913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,927,854$594M0.04%+490,65113F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson486,705$29.1M0.01%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY355,019$21.3M<0.01%-9,42813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC240,535$14.4M0.01%+174,44313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.200,365$12M1.31%+14,89613F-HR/ATimeline
SIMON QUICK ADVISORS, LLC172,441$10.3M0.42%+19413F-HRTimeline
Financial Management Professionals, Inc.155,296$9.3M0.88%new13F-HRTimeline
LPL Financial LLC120,002$7.18M<0.01%+24,05513F-HRTimeline
UBS Group AGgroup of 2 filers holding99,883$5.98M+4,478Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC75,620$4.53M0.06%+5,42413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,374$4.33M<0.01%-17013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP66,634$3.99M<0.01%+40,00013F-HRTimelineGroup
SYON CAPITAL LLC45,527$2.73M0.12%-1,86413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,853$2.39M<0.01%+5,97213F-HRTimelineGroup
CHOREO, LLC36,531$2.19M0.02%-1613F-HRTimeline
Quantinno Capital Management LP31,609$1.89M<0.01%-4,09013F-HRTimeline
MML INVESTORS SERVICES, LLC30,226$1.81M<0.01%+9,08213F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,653$1.24M0.02%-18,42513F-HRTimeline
Robertson Stephens Wealth Management, L…19,108$1.14M0.03%+313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,473$986K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,158$967K<0.01%-33113F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,680$939K<0.01%-1,15613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,656$937K<0.01%+7,77613F-HRTimelineGroup
CERTUITY, LLC13,832$828K0.04%-93313F-HRTimeline
FMR LLCin group FMR LLC13,601$814K<0.01%+2,72213F-HRTimelineGroup
Circle Wealth Management, LLC13,189$790K0.01%+30713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,682$699K<0.01%+1,44613F-HRTimelineGroup
SUMMITRY LLC11,518$690K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning11,374$681K<0.01%-8,28013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,827$648K<0.01%+5113F-HRTimeline
Nolet Wealth Management, LLC10,638$637K0.35%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,056$542K<0.01%+2,45713F-HRTimelineGroup
OneDigital Investment Advisors LLC8,999$539K<0.01%-14,26613F-HRTimeline
Municipal Employees' Retirement System …8,785$526K0.01%-290,00013F-HRTimeline
Ballentine Partners, LLC8,435$505K0.01%+2,00113F-HRTimeline
Cetera Investment Advisers8,389$502K<0.01%+1,99913F-HRTimeline
GREENWOOD GEARHART LLC8,375$501K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,193$491K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,776$466K0.01%013F-HRTimelineGroup
Icon Wealth Advisors, LLC7,365$441K0.03%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,548$392K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,402$383K<0.01%-13713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,034$361K<0.01%-1413F-HRTimelineGroup
Legacy Wealth Advisors, LLC5,240$314K0.14%013F-HRTimeline
Cloud Capital Management, LLC5,109$305K0.11%013F-HRTimeline
IEQ CAPITAL, LLC4,836$290K<0.01%+213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,613$276K<0.01%-27613F-HRTimelineGroup
FSM Wealth Advisors, LLC4,588$275K0.03%013F-HRTimeline
Morton Capital Management LLC/CA4,023$241K0.03%+10313F-HRTimeline
Clearstead Advisors, LLC3,941$236K<0.01%+3,78913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,937$236K<0.01%+8713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,909$234K<0.01%+1,00513F-HRTimelineGroup
BAYBAN3,722$223K0.17%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,604$216K<0.01%+13013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,578$214K<0.01%-16013F-HR/ATimeline
waypoint wealth counsel3,511$210K0.13%-6013F-HRTimeline
Inscription Capital, LLC3,398$203K0.02%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,925$175K<0.01%new13F-HR/ATimeline
Waverly Advisors, LLC2,800$168K<0.01%-1,74613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,745$164K0.01%+1,91213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,691$161K<0.01%-1313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,414$145K<0.01%-23513F-HRTimelineGroup
EP Wealth Advisors, LLC2,116$127K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,838$110K<0.01%+1,16713F-HRTimelineGroup
WHITTIER TRUST CO1,738$105K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,653$99K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$81.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,059$63.4K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,059$63K<0.01%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…885$53K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC858$51.4K<0.01%-26413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/856$51.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…803$48.1K<0.01%+80213F-HRTimelineGroup
AE Wealth Management LLC747$44.7K<0.01%+7713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…657$39K<0.01%-2213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…592$35K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/582$34.8K<0.01%+26013F-HRTimelineGroup
BOKF, NAin group BOKF, NA551$33K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC531$31.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC530$31.7K<0.01%+4013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC499$29.9K<0.01%+26713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP498$29.8K<0.01%-8913F-HRTimelineGroup
ESL Trust Services, LLC487$29.2K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources463$27.7K<0.01%-2013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC376$22.5K<0.01%13F-HRTimeline
SIGNATUREFD, LLC363$21.7K<0.01%013F-HRTimeline
Avalon Trust Co345$20.7K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC313$18.7K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC307$18.4K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…295$17.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC272$16.3K<0.01%-25413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.265$16K<0.01%+16113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners262$15.7K<0.01%+12513F-HRTimeline
HARBOUR INVESTMENTS, INC.252$15.1K<0.01%+7813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$15K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB241$14.4K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC226$13.5K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.225$13.5K<0.01%-4413F-HRTimeline
Blue Trust, Inc.193$11.6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.192$11.5K<0.01%013F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC177$10.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp168$10.1K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC164$9.84K<0.01%013F-HRTimeline
NFSG Corp145$8.68K<0.01%-5613F-HRTimeline
GAMMA Investing LLC144$8.62K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC138$8.26K<0.01%-413F-HRTimeline
CVA Family Office, LLC128$7.66K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…124$7.43K<0.01%new13F-HRTimeline
Larson Financial Group LLC124$7.42K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.120$7.18K<0.01%-9313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC116$6.95K<0.01%013F-HRTimelineGroup
Archer Investment Corp106$6.36K<0.01%-2613F-HR/ATimeline
Breakwater Investment Management92$5.51K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…83$4.97K<0.01%-1713F-HRTimeline
Kingdom Financial Group LLC.74$4.45K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC73$4.37K<0.01%013F-HRTimeline
Covestor Ltd60$4K<0.01%+413F-HRTimeline
Allworth Financial LP64$3.83K<0.01%-16113F-HRTimeline
Strategic Wealth Partners, Ltd.61$3.65K<0.01%013F-HRTimeline
Global Retirement Partners, LLC60$3.59K<0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$2.69K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC43$2.57K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc39$2.33K<0.01%013F-HRTimeline
Continuum Advisory, LLC36$2.15K<0.01%new13F-HRTimeline
Operose Advisors LLC36$2.15K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC35$2.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC26$1.56K<0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC25$1.5K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.25$1.48K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC24$1.44K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC18$1.08K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC18$1.08K<0.01%013F-HRTimeline
Eukles Asset Management14$838<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$838<0.01%013F-HRTimeline
Granite FO LLC12$718<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$599<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$299<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4$239<0.01%013F-HRTimeline