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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

102 managers (103 13F filers) reported a position in BBAX shares at 2024-12-31, 87,405,730 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
102
13F filers
103
New
16
Added
26
Reduced
26
Sold out
14
Shares held by filers
87,405,730

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO76,343,665$3.72B0.29%+994,07313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,126,787$396M0.04%-1,665,72913F-HRTimelineGroup
Municipal Employees' Retirement System …910,009$44.4M0.61%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson366,041$17.8M0.01%-125,61413F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd329,519$16.1M0.39%-10,88513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY257,607$12.6M<0.01%+88013F-HR/ATimelineGroup
Badgley Phelps Wealth Managers, LLC244,772$11.9M0.28%-6,91113F-HRTimeline
Proquility Private Wealth Partners, LLC137,978$6.73M2.17%-20,42813F-HRTimeline
UBS Group AGin group UBS Group AG91,578$4.46M<0.01%+13,91813F-HRTimelineGroup
LPL Financial LLC56,401$2.75M<0.01%+18,40813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC54,531$2.66M0.05%+4,07313F-HRTimelineGroup
SYON CAPITAL LLC38,971$1.9M0.17%-5,41113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,388$1.87M<0.01%+29,10913F-HRTimelineGroup
CHOREO, LLC34,431$1.68M0.02%-51313F-HRTimeline
MML INVESTORS SERVICES, LLC30,714$1.5M0.01%-1,10313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,275$1.48M<0.01%-3,47013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,560$1.44M<0.01%+9,23813F-HRTimelineGroup
CWM, LLCin group CWM, LLC29,151$1.42M0.01%-12,47513F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC21,864$1.07M0.05%013F-HRTimeline
COMERICA BANK18,561$905K<0.01%+92213F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.14,695$716K0.09%+2,28313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,383$701K<0.01%+15013F-HRTimelineGroup
Keel Point, LLC13,647$665K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC12,593$614K0.01%-6,64413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,342$602K<0.01%-4,27413F-HRTimelineGroup
Quantinno Capital Management LP11,753$573K0.01%-2,77313F-HRTimeline
Wilmington Savings Fund Society, FSB10,471$510K0.01%-2,31513F-HRTimeline
Leo Wealth, LLC8,576$418K0.04%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,827$382K<0.01%+23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,420$362K<0.01%+5,50813F-HR/ATimelineGroup
Icon Wealth Advisors, LLC7,170$350K0.03%-11813F-HRTimeline
Wealthspire Advisors, LLC7,000$341K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,985$341K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,423$313K<0.01%-21113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC5,836$285K0.02%-11,70313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,800$283K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,761$281K<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers5,585$272K<0.01%+1,09013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,268$257K<0.01%+23113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding4,943$241K+785Timeline
Robertson Stephens Wealth Management, L…4,508$220K0.01%-9813F-HRTimeline
waypoint wealth counsel4,463$218K0.14%013F-HRTimeline
Steward Partners Investment Advisory, L…3,443$168K<0.01%+3,36013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,112$152K<0.01%+73413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,057$149K<0.01%-38113F-HRTimelineGroup
Venturi Wealth Management, LLC2,566$125K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,465$120K<0.01%+57113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,659$80.9K<0.01%+78313F-HRTimelineGroup
Crewe Advisors LLC1,653$80.6K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,408$68.6K<0.01%+89013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,366$66.6K0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,221$59.5K<0.01%+2613F-HRTimeline
AE Wealth Management LLC1,001$48.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC941$45.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.859$41.9K<0.01%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…693$33.8K<0.01%+68313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources651$31.7K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…592$29K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC522$25.4K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC392$19.1K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.381$18.6K<0.01%-131,61613F-HRTimeline
WEBSTER BANK, N. A.300$14.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA280$13.7K<0.01%013F-HRTimeline
Orion Capital Management LLC274$13.4K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$12.2K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC230$11.2K<0.01%new13F-HR/ATimeline
Blue Trust, Inc.173$8.43K<0.01%-3413F-HR/ATimeline
NorthRock Partners, LLC151$7.37K<0.01%+9113F-HR/ATimeline
Aventura Private Wealth, LLC146$7.12K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142$6.92K<0.01%-4,87213F-HRTimelineGroup
Archer Investment Corp132$6.45K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC119$5.8K<0.01%013F-HRTimeline
Arax Advisory Partners115$5.61K<0.01%+10213F-HRTimeline
Geneos Wealth Management Inc.114$5.56K<0.01%new13F-HRTimeline
Transce3nd, LLC97$4.73K<0.01%13F-HRTimeline
Allworth Financial LP93$4.64K<0.01%-24913F-HRTimeline
Farther Finance Advisors, LLC89$4.34K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC72$3.51K<0.01%013F-HRTimeline
Beacon Capital Management, LLC66$3.22K<0.01%013F-HRTimeline
Avior Wealth Management, LLC62$3.02K<0.01%013F-HRTimeline
Hemington Wealth Management77$3K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC55$2.69K<0.01%-313F-HRTimeline
NewEdge Advisors, LLC50$2.45K<0.01%+3713F-HRTimeline
Coastline Trust Co50$2.44K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Darwin Wealth Management, LLC48$2.34K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC47$2.29K<0.01%+3213F-HRTimeline
Covestor Ltd34$2K<0.01%-1413F-HRTimeline
AdvisorNet Financial, Inc39$1.9K<0.01%013F-HRTimeline
MAI Capital Management32$1.56K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC25$1.22K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glen Eagle Advisors, LLC18$878<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.15$731<0.01%013F-HRTimeline
Eukles Asset Management14$683<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$683<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC13$650<0.01%013F-HRTimeline
Granite FO LLC12$585<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9$439<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC9$438<0.01%13F-HRTimeline
Financial Life Planners7$352<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4$216<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.