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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

137 managers (138 13F filers) reported a position in BBAX shares at 2025-12-31, 95,313,459 shares in all. 34 filers opened a position and 16 filers sold out during the quarter.

Managers
137
13F filers
138
New
34
Added
39
Reduced
22
Sold out
16
Shares held by filers
95,313,459

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 & CO83,723,892$4.71B0.32%+2,271,98313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,606,678$485M0.04%+423,22713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson469,480$26.4M0.01%-14,49713F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd372,099$20.9M0.31%+4,20013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY335,577$18.9M<0.01%+11,49613F-HR/ATimelineGroup
Municipal Employees' Retirement System …298,785$16.8M0.19%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC248,517$14M0.26%+5,44213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.176,491$9.94M1.11%13F-HRTimeline
SIMON QUICK ADVISORS, LLC173,706$9.78M0.43%+16613F-HRTimeline
UBS Group AGgroup of 2 filers holding80,838$4.55M+4,557Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,522$4.14M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,033$3.89M<0.01%-32013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC68,452$3.85M0.06%+6,77913F-HRTimelineGroup
LPL Financial LLC68,126$3.84M<0.01%+15,47513F-HRTimeline
SYON CAPITAL LLC44,915$2.53M0.13%-2,38013F-HRTimeline
Keel Point, LLC44,107$2.48M0.15%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,140$2.2M<0.01%+25,91013F-HR/ATimelineGroup
CHOREO, LLC36,326$2.06M0.03%+1,43813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,404$1.6M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP25,380$1.43M<0.01%-2,65013F-HRTimeline
OLD NATIONAL BANCORP /IN/24,851$1.4M0.02%-9313F-HRTimeline
MML INVESTORS SERVICES, LLC24,817$1.4M<0.01%+1,85413F-HRTimeline
Robertson Stephens Wealth Management, L…19,139$1.08M0.03%+14,62413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,096$794K<0.01%+1,51413F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd12,673$713K0.01%new13F-HRTimelineGroup
COMERICA BANK12,050$678K<0.01%-6,46713F-HRTimeline
CWM, LLCin group CWM, LLC11,695$658K<0.01%-29213F-HRTimelineGroup
Nolet Wealth Management, LLC10,638$599K0.33%13F-HR/ATimeline
BLAIR WILLIAM & CO/IL10,596$597K<0.01%-1,52013F-HRTimeline
Circle Wealth Management, LLC10,542$594K0.01%+67113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,860$555K<0.01%+74113F-HRTimelineGroup
OneDigital Investment Advisors LLC8,457$476K<0.01%+58713F-HRTimeline
Creative Planningin group Creative Planning8,407$473K<0.01%+1,08613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,193$461K0.02%013F-HRTimeline
Cetera Investment Advisers7,539$424K<0.01%+20013F-HRTimeline
Icon Wealth Advisors, LLC7,361$414K0.03%+113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,195$405K<0.01%+23413F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…7,012$395K0.08%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,548$369K<0.01%013F-HRTimelineGroup
Ballentine Partners, LLC6,434$362K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,284$354K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC6,221$350K<0.01%+1,63513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,844$329K<0.01%-2,93013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,515$310K<0.01%+11113F-HR/ATimelineGroup
Cloud Capital Management, LLC5,109$287K0.14%013F-HRTimeline
FSM Wealth Advisors, LLC4,588$258K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,252$239K<0.01%+58313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,229$238K<0.01%+46113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,139$233K<0.01%+37513F-HRTimelineGroup
IEQ CAPITAL, LLC4,082$230K<0.01%-27213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,904$220K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,798$214K<0.01%-3,39013F-HRTimelineGroup
Morton Capital Management LLC/CA3,775$213K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,654$210K<0.01%new13F-HRTimeline
BAYBAN3,722$210K0.19%13F-HRTimeline
waypoint wealth counsel3,571$201K0.07%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,023$170K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,698$152K<0.01%+14913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,451$138K<0.01%-24613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,440$137K<0.01%+2713F-HRTimeline
Crewe Advisors LLC1,653$93.1K0.01%013F-HRTimeline
Waverly Advisors, LLC1,444$81.3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$76.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,059$59.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,040$58.6K<0.01%+6913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.809$45.5K<0.01%+56413F-HRTimelineGroup
AE Wealth Management LLC803$45.2K<0.01%+19013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.735$41.4K<0.01%+63713F-HRTimelineGroup
BOKF, NAin group BOKF, NA731$41.2K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…704$39.6K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…592$33K0.01%013F-HRTimeline
Farther Finance Advisors, LLC488$27.5K<0.01%+1913F-HRTimeline
EASTERN BANK385$21.7K<0.01%new13F-HRTimeline
Wellington Grp LLC385$21.7K0.01%13F-HR/ATimeline
SIGNATUREFD, LLC351$19.8K<0.01%new13F-HRTimeline
Avalon Trust Co345$19.4K<0.01%-34513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…295$16.6K0.01%new13F-HRTimeline
Orion Capital Management LLC274$15.4K0.01%013F-HRTimeline
NewEdge Advisors, LLC251$14.1K<0.01%-5813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$14.1K<0.01%013F-HRTimelineGroup
MASECO LLP216$12.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.197$11.1K<0.01%+2413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC192$10.8K<0.01%-413F-HRTimelineGroup
Delos Wealth Advisors, LLC191$10.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.174$9.8K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp168$9.46K<0.01%new13F-HRTimelineGroup
NFSG Corp163$9.18K<0.01%+14513F-HRTimeline
Parkside Financial Bank & Trust156$8.78K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT144$8.11K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC142$8K<0.01%-3813F-HRTimeline
Geneos Wealth Management Inc.138$7.77K<0.01%new13F-HRTimeline
Archer Investment Corp132$7.45K<0.01%013F-HRTimeline
CVA Family Office, LLC128$7.21K<0.01%013F-HRTimeline
Larson Financial Group LLC125$7.04K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.123$6.92K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources120$6.76K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners120$6.75K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC119$6.7K<0.01%new13F-HRTimeline
MAI Capital Management118$6.64K<0.01%+7313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC116$6.53K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC108$6.08K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.100$6K<0.01%-19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aptus Capital Advisors, LLC104$5.86K<0.01%new13F-HRTimeline
Breakwater Investment Management92$5.18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC88$4.95K<0.01%+2213F-HRTimeline
Steward Partners Investment Advisory, L…83$4.67K<0.01%-6413F-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%013F-HRTimelineGroup
HHM Wealth Advisors, LLC73$4.11K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.73$4.11K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC63$3.58K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62$3.49K<0.01%-4513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.61$3.43K<0.01%013F-HRTimeline
Allworth Financial LP60$3.41K<0.01%+913F-HRTimeline
Covestor Ltd61$3K<0.01%013F-HRTimeline
Bogart Wealth, LLC44$2.48K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC43$2.42K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc39$2.2K<0.01%-813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36$2.03K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC38$2K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC35$1.97K<0.01%new13F-HRTimelineGroup
Activest Wealth Management32$1.8K<0.01%-68313F-HRTimeline
McIlrath & Eck, LLC25$1.41K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC21$1.18K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates19$1.07K<0.01%+813F-HRTimeline
LANARK FINANCIAL, INC.18$1.01K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC18$1.01K<0.01%013F-HRTimeline
Strive Financial Group ,LLC18$1.01K<0.01%13F-HR/ATimeline
Eukles Asset Management14$788<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$788<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13$732<0.01%new13F-HRTimeline
Granite FO LLC12$676<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$563<0.01%013F-HRTimelineGroup
Triumph Capital Management10$563<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC9$507<0.01%013F-HRTimeline
Ares Financial Consulting, LLC2$118<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$56<0.01%-15913F-HRTimelineGroup