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Disclosery

BBAX J P MORGAN EXCHANGE TRADED F

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BETA DEVE EX ETF (fund)

151 managers (152 13F filers) reported a position in BBAX shares at 2026-03-31, 97,824,590 shares in all. 39 filers opened a position and 24 filers sold out during the quarter.

Managers
151
13F filers
152
New
39
Added
44
Reduced
26
Sold out
24
Shares held by filers
97,824,590

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO85,430,252$4.95B0.34%+1,706,36013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,437,203$561M0.04%+830,52513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson445,283$26.5M0.01%-24,19713F-HR/ATimelineGroup
AIA Group Ltdin group AIA Group Ltd365,914$21.8M0.32%-6,18513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY364,447$21.7M<0.01%+28,87013F-HRTimelineGroup
Municipal Employees' Retirement System …298,785$17.8M0.2%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.185,469$11M1.26%+8,97813F-HRTimeline
SIMON QUICK ADVISORS, LLC172,247$10.2M0.47%-1,45913F-HRTimeline
LPL Financial LLC95,947$5.7M<0.01%+27,82113F-HRTimeline
UBS Group AGgroup of 2 filers holding95,405$5.67M+14,567Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,544$4.31M<0.01%+3,51113F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC70,196$4.17M0.07%+1,74413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,092$3.93M<0.01%-7,43013F-HRTimelineGroup
SYON CAPITAL LLC47,391$2.82M0.14%+2,47613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,782$2.72M<0.01%new13F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC39,078$2.32M0.05%-209,43913F-HRTimeline
CHOREO, LLC36,547$2.17M0.03%+22113F-HRTimeline
Quantinno Capital Management LP35,699$2.12M<0.01%+10,31913F-HRTimeline
CWM, LLCin group CWM, LLC34,615$2.06M0.01%+22,92013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,881$2.01M<0.01%-5,25913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,634$1.58M<0.01%-1,77013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/24,851$1.48M0.02%013F-HRTimeline
OneDigital Investment Advisors LLC23,265$1.38M0.01%+14,80813F-HRTimeline
MML INVESTORS SERVICES, LLC21,144$1.26M<0.01%-3,67313F-HRTimeline
Beacon Pointe Advisors, LLC19,683$1.17M0.01%new13F-HRTimeline
Creative Planningin group Creative Planning19,654$1.17M<0.01%+11,24713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…19,105$1.14M0.03%-3413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,836$1M<0.01%new13F-HRTimelineGroup
CERTUITY, LLC14,765$878K0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,489$852K<0.01%+2,39313F-HRTimelineGroup
Circle Wealth Management, LLC12,882$766K0.01%+2,34013F-HRTimeline
FMR LLCin group FMR LLC10,879$647K<0.01%+4,65813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,776$641K<0.01%+18013F-HRTimeline
Nolet Wealth Management, LLC10,638$632K0.36%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,236$609K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC8,844$526K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,193$487K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,880$468K<0.01%+68513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…7,776$462K0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC7,363$445K0.03%+213F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,484$445K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,599$392K<0.01%+1,08413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,548$389K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,539$389K<0.01%-3,32113F-HRTimelineGroup
Ballentine Partners, LLC6,434$383K0.01%013F-HRTimeline
Cetera Investment Advisers6,390$380K<0.01%-1,14913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,048$360K<0.01%-23613F-HRTimelineGroup
Legacy Wealth Advisors, LLC5,240$312K0.16%new13F-HRTimeline
Cloud Capital Management, LLC5,109$303K0.13%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,889$291K<0.01%-95513F-HRTimelineGroup
IEQ CAPITAL, LLC4,834$287K<0.01%+75213F-HRTimeline
FSM Wealth Advisors, LLC4,588$273K0.04%013F-HRTimeline
Waverly Advisors, LLC4,546$270K<0.01%+3,10213F-HRTimeline
Mariner, LLCin group Mariner, LLC4,390$261K<0.01%+13813F-HRTimelineGroup
SEVEN MILE ADVISORY4,201$250K0.18%new13F-HRTimeline
HRT FINANCIAL LP3,984$236K<0.01%new13F-HRTimeline
Morton Capital Management LLC/CA3,920$233K0.03%+14513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,850$229K<0.01%-5413F-HRTimelineGroup
Sanctuary Advisors, LLC3,794$226K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,738$222K<0.01%new13F-HRTimeline
BAYBAN3,722$221K0.19%013F-HRTimeline
waypoint wealth counsel3,571$212K0.11%013F-HRTimeline
Wealthspire Advisors, LLC3,538$210K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,474$207K<0.01%new13F-HRTimelineGroup
OpenArc Corporate Advisory, LLC3,401$202K<0.01%new13F-HRTimeline
Inscription Capital, LLC3,398$202K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,904$173K<0.01%+45313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,704$161K<0.01%-1,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,649$157K<0.01%-4913F-HRTimelineGroup
Crewe Advisors LLC1,653$98.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,366$81.2K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC1,284$76.3K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,122$66.7K<0.01%+8213F-HRTimeline
PRIVATE TRUST CO NA1,059$63K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…885$52.6K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/856$50.9K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC833$49.5K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…679$40.8K<0.01%-2513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.671$39.9K<0.01%-13813F-HRTimelineGroup
AE Wealth Management LLC670$39.9K<0.01%-13313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…592$35K0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP587$34.4K<0.01%+52513F-HRTimelineGroup
NewEdge Advisors, LLC526$31.3K<0.01%+27513F-HR/ATimeline
Farther Finance Advisors, LLC490$29.4K<0.01%+213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources483$28.7K<0.01%+36313F-HRTimelineGroup
Wellington Grp LLC385$22.9K0.01%013F-HRTimeline
Advisory Services Network, LLC371$22.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC363$21.6K<0.01%+1213F-HRTimeline
Avalon Trust Co345$20.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/322$19.1K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…295$17.5K0.01%013F-HRTimeline
MATHER GROUP, LLC.269$16K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management251$14.9K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC232$13.8K<0.01%+4013F-HRTimelineGroup
Allworth Financial LP225$13.4K<0.01%+16513F-HRTimeline
LANARK FINANCIAL, INC.213$12.7K<0.01%+19513F-HRTimeline
NFSG Corp201$11.9K<0.01%+3813F-HRTimeline
Blue Trust, Inc.193$11.5K<0.01%-413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.192$11.4K<0.01%+15613F-HRTimelineGroup
Delos Wealth Advisors, LLC191$11.4K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC177$10.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.174$10.3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp168$9.99K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC164$9.51K<0.01%+10113F-HRTimeline
Parkside Financial Bank & Trust156$9.28K<0.01%013F-HRTimeline
Clearstead Advisors, LLC152$9.04K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT144$8.56K<0.01%013F-HRTimeline
GAMMA Investing LLC144$8.56K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC142$8.44K<0.01%013F-HRTimeline
Arax Advisory Partners137$8.14K<0.01%+1713F-HRTimeline
Archer Investment Corp132$7.87K<0.01%013F-HRTimeline
CVA Family Office, LLC128$7.61K<0.01%013F-HRTimeline
Sound Income Strategies, LLC125$7.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC124$7.37K<0.01%-113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC116$6.9K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…111$6.6K<0.01%+3713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.104$6K<0.01%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…100$5.95K<0.01%+1713F-HRTimeline
Breakwater Investment Management92$5.47K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …80$4.76K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.74$4.38K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.74$4.38K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC73$4.34K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.61$3.63K<0.01%013F-HRTimeline
MAI Capital Management57$3.39K<0.01%-6113F-HRTimeline
Greykasell Wealth Strategies, Inc.56$3.36K<0.01%new13F-HRTimeline
Riverview Trust Co56$3.33K<0.01%new13F-HRTimeline
Covestor Ltd56$3K<0.01%-513F-HRTimeline
Wilkerson Advisory Group LLC50$2.97K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC43$2.56K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc39$2.32K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC35$2.08K<0.01%013F-HRTimelineGroup
Activest Wealth Management32$1.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd29$1.72K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC26$1.55K<0.01%-6213F-HRTimeline
McIlrath & Eck, LLC25$1.49K<0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC25$1.49K<0.01%13F-HRTimelineGroup
IFP Advisors, Inc24$1.43K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC18$1.07K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC18$1.07K<0.01%-313F-HRTimeline
Rialto Wealth Management, LLC17$1.01K<0.01%new13F-HRTimeline
Eukles Asset Management14$832<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$832<0.01%013F-HRTimeline
Granite FO LLC12$713<0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$595<0.01%013F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC9$535<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$357<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4$244<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates2$119<0.01%-1713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$59<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC0$18<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.