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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

256 managers (258 13F filers) reported a position in BBCA shares at 2026-06-30, 79,561,113 shares in all. 44 filers opened a position and 27 filers sold out during the quarter.

Managers
256
13F filers
258
New
44
Added
64
Reduced
79
Sold out
27
Shares held by filers
79,561,113

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 & CO71,652,516$7.11B0.42%-3,159,88213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC495,287$49.2M0.01%+28,34013F-HRTimelineGroup
Municipal Employees' Retirement System …478,673$47.6M0.53%-160,94913F-HRTimeline
RiverFront Investment Group, LLC472,724$47M0.62%+22,99013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC455,811$45.3M0.08%-12,09513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC436,699$43.4M0.02%+87,98113F-HRTimeline
Tradewinds Capital Management, LLC387,374$38.5M6.84%new13F-HRTimeline
HighTower Advisors, LLC374,064$37.2M0.04%-36,21013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…345,680$34.4M0.07%-60,45713F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC333,320$33.1M11.4%013F-HRTimeline
Elm Partners Management LLC317,028$31.5M1.13%-3,67613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC298,513$29.7M0.01%+180,09313F-HRTimelineGroup
Willis Johnson & Associates, Inc.249,450$24.8M1.38%+92,67313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP225,500$22.4M0.02%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding194,039$19.3M-5,343Timeline
LPL Financial LLC176,688$17.6M<0.01%+4,69313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC166,501$16.6M<0.01%+7,21113F-HRTimelineGroup
Rice Partnership, LLC146,330$14.5M1.77%+64,13413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.112,493$11.2M1.22%+1,64513F-HR/ATimeline
SPINNAKER TRUST110,732$11M0.53%-19,34513F-HRTimeline
BOCHK Asset Management Ltd110,670$11M1.73%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY109,604$10.9M<0.01%-11,53413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,884$10.7M<0.01%-1,68013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,632$10.7M<0.01%+3,93513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,081$9.25M<0.01%+4,02013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC91,193$9.06M0.11%+83913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…88,275$8.78M0.01%+73,38613F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC61,784$6.14M0.6%+3,31913F-HRTimeline
Cetera Investment Advisers61,016$6.06M0.01%+2,83713F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd58,000$5.77M1.94%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd57,700$5.74M0.04%013F-HRTimelineGroup
Janney Montgomery Scott LLC44,436$4.42M0.01%+1,80113F-HRTimeline
Dorsey & Whitney Trust CO LLC44,338$4.41M0.21%-36813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,217$4M<0.01%new13F-HRTimelineGroup
CHOREO, LLC37,803$3.76M0.04%-1,11213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,467$3.23M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,771$3.16M<0.01%+2,55913F-HRTimelineGroup
FMR LLCin group FMR LLC31,083$3.09M<0.01%+2,61613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC27,967$2.78M<0.01%+97313F-HRTimelineGroup
Evansbrook LLC27,569$2.74M1.63%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC27,392$2.72M0.79%-66313F-HRTimeline
Quantinno Capital Management LP23,902$2.38M<0.01%+35113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,005$2.09M<0.01%+2,76913F-HR/ATimelineGroup
Hudson Portfolio Management LLC20,322$2.02M1.53%+66013F-HRTimeline
Creative Planningin group Creative Planning20,128$2M<0.01%-5,47813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,863$1.97M<0.01%+813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,093$1.9M<0.01%+12,27513F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…18,126$1.8M0.12%-27013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,870$1.78M<0.01%-2,16213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL17,469$1.74M<0.01%-17013F-HRTimeline
MML INVESTORS SERVICES, LLC16,964$1.69M<0.01%+4,14713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,392$1.63M<0.01%-1,23113F-HRTimelineGroup
Caprock Group, LLC15,669$1.56M0.03%+33613F-HRTimeline
TD Waterhouse Canada Inc.14,634$1.45M<0.01%+4,07713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,558$1.45M<0.01%-16113F-HRTimelineGroup
SYON CAPITAL LLC12,385$1.23M0.05%-3413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,138$1.21M<0.01%+29713F-HRTimelineGroup
FLOW TRADERS U.S. LLC11,832$1.18M0.05%-164,84513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,305$1.12M<0.01%+7,88913F-HRTimelineGroup
Nolet Wealth Management, LLC11,116$1.1M0.61%-1113F-HRTimeline
Yoffe Investment Management, LLC10,540$1.05M1.2%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,503$1.04M<0.01%-9613F-HRTimelineGroup
CERTUITY, LLC10,308$1.02M0.05%-56113F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,215$1.02M0.03%013F-HRTimeline
Ballentine Partners, LLC9,799$974K0.01%+1,71413F-HRTimeline
Cresset Asset Management, LLC9,767$971K<0.01%-99613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,909$886K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,690$864K<0.01%new13F-HRTimelineGroup
Lumbard & Kellner, LLC8,508$846K0.26%+9913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,256$821K<0.01%-1413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC8,101$805K0.02%+3613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,067$802K<0.01%-1,21913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,876$783K<0.01%+13713F-HR/ATimeline
Sowell Financial Services LLC7,679$763K0.02%-1,19613F-HRTimeline
OneDigital Investment Advisors LLC7,571$753K0.01%-11,69513F-HRTimeline
GREENWOOD GEARHART LLC7,234$719K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,137$711K<0.01%+1,35413F-HRTimelineGroup
Koshinski Asset Management, Inc.7,008$697K0.04%013F-HRTimeline
L.K. Benson & Company, P.C.7,000$696K0.21%013F-HRTimeline
Inscription Capital, LLC6,959$692K0.06%013F-HRTimeline
SCOTIA CAPITAL INC.6,872$683K<0.01%+62313F-HRTimeline
NewEdge Advisors, LLC6,592$655K<0.01%+2,23613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,381$634K<0.01%-26713F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC6,370$632K0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,305$627K<0.01%013F-HRTimelineGroup
INNEALTA CAPITAL, LLC6,249$621K0.33%013F-HRTimeline
Ocean Park Asset Management, LLC6,035$600K0.03%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,019$598K<0.01%-3713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,934$590K0.01%-63313F-HRTimelineGroup
Sunpointe, LLC5,901$587K0.17%-12,40613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,872$584K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,846$581K0.05%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,468$543K+42Timeline
CVA Family Office, LLC5,197$517K0.05%-9713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,179$515K0.29%-3913F-HRTimeline
Sanctuary Advisors, LLC5,102$507K<0.01%+13013F-HRTimeline
&PARTNERS5,059$503K<0.01%+413F-HRTimeline
Icon Wealth Advisors, LLC5,029$500K0.03%-29413F-HRTimeline
Cloud Capital Management, LLC4,990$496K0.18%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,889$495K<0.01%+17013F-HRTimeline
Clearstead Advisors, LLC4,979$495K<0.01%+3,54213F-HRTimeline
TWO SIGMA SECURITIES, LLC4,745$472K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,739$471K<0.01%-54313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,662$463K0.01%new13F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…4,620$459K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,606$458K<0.01%-49813F-HRTimelineGroup
EP Wealth Advisors, LLC4,550$452K<0.01%new13F-HRTimeline
Legacy Wealth Advisors, LLC4,499$447K0.19%013F-HRTimeline
Qube Research & Technologies Ltd4,483$446K<0.01%+2,62213F-HRTimeline
Ullmann Wealth Partners Group, LLC4,325$430K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC4,314$429K0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,311$429K<0.01%-14113F-HRTimelineGroup
SUMMITRY LLC4,302$428K0.01%new13F-HRTimeline
Maia Wealth LLC4,159$413K0.06%+56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,109$408K<0.01%+913F-HRTimeline
IEQ CAPITAL, LLC4,051$403K<0.01%-1,76113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,986$396K0.02%013F-HRTimelineGroup
Gotham Asset Management, LLC3,810$379K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,726$370K<0.01%-13813F-HRTimelineGroup
Savant Capital, LLC3,681$368K<0.01%+64813F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,646$362K0.02%new13F-HRTimeline
Morton Capital Management LLC/CA3,595$357K0.05%-6413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,501$348K<0.01%new13F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC3,480$346K0.17%-40913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,368$335K<0.01%-31413F-HRTimelineGroup
One Wealth Management Investment & Advi…3,346$333K0.35%-29313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,310$329K<0.01%+23413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,234$322K<0.01%-6413F-HRTimeline
FSM Wealth Advisors, LLC3,228$321K0.03%-36613F-HRTimeline
Cascade Financial Partners, LLC3,209$319K0.03%new13F-HRTimeline
Busey Bank3,181$316K0.01%+4913F-HRTimeline
Sigma Planning Corp3,133$311K0.01%-1,85213F-HRTimeline
Wealthspire Advisors, LLC3,032$301K<0.01%-1,40213F-HRTimeline
Sunrise Financial Services, LLC2,972$295K0.18%+29213F-HRTimeline
waypoint wealth counsel2,947$293K0.18%-24413F-HRTimeline
Wealthfront Advisers LLC2,944$293K<0.01%+49513F-HRTimeline
Evernest Financial Advisors, LLC2,923$291K0.06%+19813F-HRTimeline
Convergence Financial, LLC2,914$290K0.02%new13F-HRTimeline
Fiduciary Wealth Partners, LLC2,901$288K0.16%-9613F-HRTimeline
MAI Capital Management2,842$282K<0.01%+2,27613F-HRTimeline
Advisors Capital Management, LLC2,807$279K<0.01%-10313F-HRTimeline
Waverly Advisors, LLC2,718$270K<0.01%-1,61813F-HRTimeline
Balefire, LLC2,628$261K0.04%-13313F-HRTimeline
Waterloo Capital, L.P.2,618$260K0.01%013F-HRTimeline
Clark Capital Management Group, Inc.2,608$259K<0.01%-3613F-HRTimeline
Cooksen Wealth, LLC2,597$258K0.16%-5013F-HRTimeline
Ironwood Investment Counsel, LLC2,565$255K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,552$254K<0.01%-9213F-HRTimelineGroup
HB Wealth Management, LLC2,533$252K<0.01%013F-HRTimeline
Cedarwood Wealth LLC2,513$250K0.19%013F-HRTimeline
Beverly Hills Private Wealth, LLC2,482$247K0.05%+9213F-HRTimeline
Miller Global Investments, LLC2,477$246K0.2%-7213F-HRTimeline
SIMON QUICK ADVISORS, LLC2,474$246K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,473$246K0.02%+1,67413F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,437$242K<0.01%-12213F-HR/ATimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,388$237K0.02%+1913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,361$235K<0.01%-2413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,340$233K<0.01%-2313F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,276$226K<0.01%-8,89413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,254$224K0.06%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,229$221K0.05%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB2,121$211K0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,105$209K0.05%new13F-HRTimeline
Crewe Advisors LLC2,100$209K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,081$207K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,840$183K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,540$153K0.01%-3613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,358$135K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,331$132K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,193$119K<0.01%+48613F-HRTimeline
WHITTIER TRUST CO1,174$118K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,060$105K<0.01%013F-HRTimeline
AE Wealth Management LLC878$87.3K<0.01%+4513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/846$84.1K0.01%013F-HRTimeline
Allworth Financial LP817$81.3K<0.01%-6313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources775$77K<0.01%+26313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…714$71K<0.01%+58713F-HRTimelineGroup
Blue Trust, Inc.662$65.8K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC628$62.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…582$57.9K<0.01%-1513F-HRTimeline
TRUST CO OF VERMONT553$55K<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC553$55K<0.01%+14713F-HRTimeline
Integrated Wealth Concepts LLC528$52.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc495$49.2K<0.01%013F-HRTimeline
GAMMA Investing LLC486$48.3K<0.01%013F-HRTimeline
BAYBAN459$45.6K0.04%013F-HRTimeline
ESL Trust Services, LLC451$44.8K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC451$44.8K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…410$40.8K<0.01%-1913F-HRTimeline
BOKF, NAin group BOKF, NA408$40.6K<0.01%new13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC407$40.5K0.03%013F-HRTimeline
LifeSteps Financial, Inc.405$40.3K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.387$38K<0.01%+9813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMPASS FINANCIAL MANAGEMENT LLC365$36.3K<0.01%13F-HRTimeline
Capital Investment Counsel, Inc345$34.3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp335$33.3K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP330$32.9K<0.01%-11213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.276$27.4K<0.01%+5213F-HRTimeline
Arax Advisory Partners267$26.5K<0.01%+11613F-HRTimeline
IFG Advisory, LLC254$25.2K<0.01%new13F-HRTimeline