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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

112 managers (112 13F filers) reported a position in BBAX shares at 2025-09-30, 92,343,272 shares in all. 19 filers opened a position and 20 filers sold out during the quarter.

Managers
112
13F filers
112
New
19
Added
40
Reduced
22
Sold out
20
Shares held by filers
92,343,272

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO81,451,909$4.59B0.29%+1,526,72913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,183,451$461M0.03%+246,38813F-HR/ATimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson483,977$27.3M0.01%-11,47613F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd367,899$20.7M0.37%+12,30013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY324,081$18.3M<0.01%+41,11013F-HR/ATimelineGroup
Municipal Employees' Retirement System …298,785$16.8M0.19%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC243,075$13.7M0.29%-39813F-HRTimeline
SIMON QUICK ADVISORS, LLC173,540$9.78M0.44%+1,26013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,031$4.51M0.01%+23,02513F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,281$4.3M<0.01%-63913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,353$3.91M<0.01%-59213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC61,673$3.47M0.05%+1,43513F-HRTimelineGroup
LPL Financial LLC52,651$2.97M<0.01%+5,41413F-HRTimeline
SYON CAPITAL LLC47,295$2.66M0.14%+10,21213F-HRTimeline
Keel Point, LLC44,107$2.48M0.15%+4,11713F-HRTimeline
CHOREO, LLC34,888$1.97M0.03%-15913F-HRTimeline
Quantinno Capital Management LP28,030$1.58M<0.01%+7,28113F-HRTimeline
OLD NATIONAL BANCORP /IN/24,944$1.41M0.02%+9313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,677$1.33M<0.01%-54,10713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,963$1.29M<0.01%-7,77213F-HRTimeline
COMERICA BANK18,517$1.04M<0.01%-54013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,200$800K<0.01%+5,20013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,230$745K<0.01%-5,15413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,582$709K<0.01%+74813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL12,116$683K<0.01%+4,21213F-HRTimeline
CWM, LLCin group CWM, LLC11,987$675K<0.01%-32,09813F-HRTimelineGroup
Circle Wealth Management, LLC9,871$556K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,119$514K<0.01%+2013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,774$494K<0.01%+2,65513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,193$462K0.02%+1,77213F-HRTimeline
OneDigital Investment Advisors LLC7,870$443K<0.01%-16,94513F-HRTimeline
Icon Wealth Advisors, LLC7,360$415K0.03%+4113F-HRTimeline
Cetera Investment Advisers7,339$414K<0.01%+22913F-HRTimeline
Creative Planningin group Creative Planning7,321$412K<0.01%+11613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,188$405K<0.01%+1,10413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,961$392K<0.01%+1,66813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,548$369K<0.01%+21813F-HRTimelineGroup
Ballentine Partners, LLC6,434$362K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,404$304K<0.01%-33113F-HRTimelineGroup
Cloud Capital Management, LLC5,109$287K0.15%013F-HRTimeline
FSM Wealth Advisors, LLC4,588$258K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC4,586$258K<0.01%+1,05513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,515$254K0.01%+213F-HRTimeline
IEQ CAPITAL, LLC4,354$245K<0.01%-15113F-HRTimeline
Morton Capital Management LLC/CA3,775$213K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,768$212K<0.01%+17513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,764$212K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,669$207K<0.01%-45313F-HRTimelineGroup
waypoint wealth counsel3,571$201K0.08%-88213F-HRTimeline
SEVEN MILE ADVISORY3,569$201K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,697$153K<0.01%-3513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,549$144K<0.01%-10,94613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,413$136K<0.01%013F-HRTimeline
Crewe Advisors LLC1,653$93.1K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$77K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,059$59.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC971$54.7K<0.01%+24513F-HRTimeline
Wealthspire Advisors, LLC940$53K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/834$47K<0.01%+78913F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP723$40.7K<0.01%new13F-HRTimelineGroup
Activest Wealth Management715$40.3K0.01%new13F-HRTimeline
Avalon Trust Co690$38.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC664$37.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC613$34.5K<0.01%+30213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…592$33K0.01%013F-HRTimeline
Farther Finance Advisors, LLC469$26.4K<0.01%+37513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…423$23.8K<0.01%-7313F-HRTimelineGroup
NewEdge Advisors, LLC309$17.4K<0.01%+5813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.293$17K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
QUADRANT CAPITAL GROUP LLC287$16.2K<0.01%new13F-HRTimeline
Caldwell Trust Co287$16.2K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …280$16K<0.01%+13513F-HRTimelineGroup
Orion Capital Management LLC274$15.4K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$14.1K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.245$13.8K<0.01%+4613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC196$11K<0.01%+18713F-HRTimelineGroup
Delos Wealth Advisors, LLC191$10.8K0.01%013F-HRTimeline
Aventura Private Wealth, LLC180$10.1K<0.01%013F-HRTimeline
Blue Trust, Inc.173$9.75K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…160$9.01K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…147$8.28K<0.01%+6413F-HRTimeline
ALBION FINANCIAL GROUP /UT144$8.11K<0.01%013F-HRTimeline
Archer Investment Corp132$7.45K<0.01%013F-HRTimeline
CVA Family Office, LLC128$7.21K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP107$5.94K<0.01%-2013F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …108$5.89K<0.01%-7013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.98$5.52K<0.01%-5513F-HRTimelineGroup
Breakwater Investment Management92$5.18K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…74$4.17K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC73$4.11K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC73$4.11K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC66$3.72K<0.01%+5113F-HRTimeline
Pacifica Partners Inc.62$3.51K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.61$3.44K<0.01%013F-HRTimeline
Covestor Ltd61$3K<0.01%+3713F-HRTimeline
Allworth Financial LP51$2.87K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC49$2.76K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc47$2.65K<0.01%+813F-HRTimeline
MAI Capital Management45$2.54K<0.01%+1313F-HRTimeline
Bogart Wealth, LLC44$2.48K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC36$2.03K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36$2.02K<0.01%-16013F-HRTimelineGroup
McIlrath & Eck, LLC25$1.41K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.18$1.01K<0.01%new13F-HRTimeline
NFSG Corp18$1.01K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC18$1.01K<0.01%013F-HRTimeline
Eukles Asset Management14$789<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$789<0.01%013F-HRTimeline
Granite FO LLC12$676<0.01%013F-HRTimeline
Global Wealth Strategies & Associates11$620<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$563<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC9$507<0.01%013F-HRTimeline