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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

116 managers (116 13F filers) reported a position in BBAX shares at 2025-06-30, 90,811,705 shares in all. 33 filers opened a position and 15 filers sold out during the quarter.

Managers
116
13F filers
116
New
33
Added
25
Reduced
28
Sold out
15
Shares held by filers
90,811,705

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO79,925,180$4.36B0.3%-390,37813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,937,063$433M0.03%-327,11013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson495,453$27M0.01%-40,33913F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd355,599$19.4M0.42%+15,52513F-HRTimelineGroup
Municipal Employees' Retirement System …298,785$16.3M0.2%-611,22413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY282,971$15.4M<0.01%+22,77513F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC243,473$13.3M0.29%+80713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC177,416$9.67M0.02%+86,84413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC172,280$9.39M0.48%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,784$4.24M<0.01%+71,01113F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,920$4.19M<0.01%-9,35413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,945$3.81M<0.01%-7,21413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC60,238$3.28M0.07%-44813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,006$3.11M<0.01%new13F-HRTimelineGroup
LPL Financial LLC47,237$2.57M<0.01%+15,78613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.44,135$2.41M0.29%+19,41813F-HRTimeline
CWM, LLCin group CWM, LLC44,085$2.4M0.01%+43,39913F-HRTimelineGroup
Keel Point, LLC39,990$2.18M0.14%-4,00113F-HRTimeline
SYON CAPITAL LLC37,083$2.02M0.13%-4,14313F-HRTimeline
CHOREO, LLC35,047$1.91M0.03%-36513F-HRTimeline
MML INVESTORS SERVICES, LLC30,735$1.68M<0.01%+1,97613F-HRTimeline
OLD NATIONAL BANCORP /IN/24,851$1.35M0.02%013F-HRTimeline
OneDigital Investment Advisors LLC24,815$1.35M0.02%new13F-HRTimeline
Quantinno Capital Management LP20,749$1.13M<0.01%+45413F-HRTimeline
COMERICA BANK19,057$1.04M<0.01%-57313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,384$1M<0.01%-11,15013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,495$735K<0.01%+11,14513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP11,834$645K<0.01%+3813F-HR/ATimelineGroup
Circle Wealth Management, LLC9,871$538K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,854$537K0.01%-61713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,099$496K<0.01%+3,60013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC9,000$490K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL7,904$431K<0.01%-613F-HRTimeline
Icon Wealth Advisors, LLC7,319$399K0.03%+14913F-HRTimeline
Creative Planningin group Creative Planning7,205$393K<0.01%-2,52413F-HRTimelineGroup
Cetera Investment Advisers7,110$387K<0.01%+10113F-HRTimeline
Ballentine Partners, LLC6,434$351K0.01%-1,70213F-HRTimeline
Dorsey & Whitney Trust CO LLC6,421$350K0.02%+58513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,330$345K<0.01%+4,67113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,119$333K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,084$332K<0.01%-8,29913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,735$313K<0.01%+39713F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,333$291K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,293$288K<0.01%-79913F-HRTimelineGroup
Cloud Capital Management, LLC5,109$281K0.18%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,513$246K0.01%+313F-HRTimeline
IEQ CAPITAL, LLC4,505$246K<0.01%new13F-HRTimeline
waypoint wealth counsel4,453$243K0.12%013F-HRTimeline
Qube Research & Technologies Ltd4,277$233K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,122$225K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC3,848$210K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,593$196K<0.01%+58613F-HRTimelineGroup
FMR LLCin group FMR LLC3,531$192K<0.01%-46713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,732$149K<0.01%+45913F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,413$132K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,653$90.1K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$74.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,059$57.7K0.01%-28013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC726$39.6K<0.01%new13F-HRTimeline
Avalon Trust Co690$37.6K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…592$32K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…496$27K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.381$20.8K<0.01%013F-HRTimeline
AE Wealth Management LLC311$17K<0.01%-1113F-HRTimeline
Caldwell Trust Co287$15.6K<0.01%new13F-HRTimeline
Orion Capital Management LLC274$14.9K0.01%013F-HRTimeline
NewEdge Advisors, LLC251$13.7K<0.01%-1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$13.7K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.199$10.8K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT197$10.7K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.196$10.7K<0.01%new13F-HRTimelineGroup
Delos Wealth Advisors, LLC191$10.4K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC180$9.81K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …178$9.7K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.173$9.43K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$8.34K<0.01%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …145$8K<0.01%013F-HR/ATimelineGroup
ALBION FINANCIAL GROUP /UT144$7.85K<0.01%new13F-HRTimeline
Archer Investment Corp132$7.21K<0.01%013F-HRTimeline
CVA Family Office, LLC128$6.98K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP127$6.88K<0.01%+7913F-HRTimelineGroup
Arax Advisory Partners117$6.39K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC111$6.28K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$5.45K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC97$5.29K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC94$5.12K<0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…83$4.52K<0.01%-3,36013F-HRTimeline
Legacy Investment Solutions, LLC74$4.03K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…74$4.03K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC71$3.87K<0.01%new13F-HRTimeline
Pacifica Partners Inc.62$3.36K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.61$3.33K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45$2.45K<0.01%-9413F-HRTimelineGroup
Bogart Wealth, LLC44$2.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC40$2.18K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc39$2.13K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC30$2K<0.01%new13F-HRTimelineGroup
MAI Capital Management32$1.74K<0.01%013F-HRTimeline
McIlrath & Eck, LLC25$1.36K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.23$1.25K<0.01%013F-HRTimeline
Covestor Ltd24$1K<0.01%-413F-HRTimeline
NFSG Corp18$981<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC18$981<0.01%013F-HRTimeline
JNBA Financial Advisors17$953<0.01%new13F-HRTimeline
CoreCap Advisors, LLC15$818<0.01%-5013F-HRTimeline
Eukles Asset Management14$763<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$763<0.01%013F-HRTimeline
Granite FO LLC12$654<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$545<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC9$499<0.01%-1813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$491<0.01%+313F-HRTimelineGroup
Medallion Wealth Advisors, LLC9$491<0.01%013F-HRTimeline
Darwin Wealth Management, LLC8$436<0.01%-4013F-HRTimeline
Frazier Financial Advisors, LLC6$330<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.3$164<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.