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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

201 managers (203 13F filers) reported a position in BBCA shares at 2024-12-31, 83,659,881 shares in all. 23 filers opened a position and 15 filers sold out during the quarter.

Managers
201
13F filers
203
New
23
Added
59
Reduced
60
Sold out
15
Shares held by filers
83,659,881

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO73,397,229$5.18B0.41%+1,447,40013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,675,160$118M0.01%-65,86013F-HRTimelineGroup
Richard Bernstein Advisors LLC1,059,168$74.8M1.69%-19,79113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding897,416$63.3M-1,567Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC815,094$57.5M0.01%+113,91713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC753,449$53.2M0.14%+1,84013F-HRTimelineGroup
RiverFront Investment Group, LLC550,344$38.8M0.88%+40,80713F-HRTimeline
HighTower Advisors, LLC456,572$32.2M0.04%-3,74913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…457,366$32.2M0.13%-16,05313F-HRTimelineGroup
Elm Partners Management LLC408,555$28.8M1.97%-59,06313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC380,642$26.9M0.03%+9,40213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,632$18M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA208,901$14.7M<0.01%+22,23213F-HRTimelineGroup
LPL Financial LLC169,286$11.9M<0.01%+12,24113F-HRTimeline
Cetera Investment Advisers122,456$8.64M0.02%-3,70113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,788$8.39M<0.01%+117,25713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP111,663$7.61M0.01%-1,87213F-HRTimelineGroup
Willis Johnson & Associates, Inc.101,160$7.14M0.55%-29,59013F-HRTimeline
UBS Group AGin group UBS Group AG96,618$6.82M<0.01%+12,51213F-HRTimelineGroup
Financial Management Professionals, Inc.94,836$6.69M0.85%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC94,081$6.64M0.09%-3,48813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.81,737$5.77M0.73%-2,20613F-HRTimeline
Janney Montgomery Scott LLC79,796$5.63M0.02%-2,45513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC76,869$5.43M0.11%+3,09513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY73,561$5.19M<0.01%-12,01013F-HR/ATimelineGroup
Dorsey & Whitney Trust CO LLC49,076$3.46M0.19%-13,07613F-HRTimeline
CWM, LLCin group CWM, LLC45,882$3.24M0.01%+11,31813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,771$3.23M<0.01%+11,80813F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC44,835$3.16M0.41%-2,21813F-HRTimeline
Keel Point, LLC43,408$3.06M0.25%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,577$2.94M0.01%+1,70013F-HR/ATimelineGroup
CHOREO, LLC38,519$2.71M0.04%-17213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC29,286$2.07M0.7%-4,33113F-HRTimeline
OneDigital Investment Advisors LLC27,496$1.94M0.02%+8,03013F-HRTimeline
Sanctuary Advisors, LLC26,359$1.93M0.01%+1,04013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,740$1.89M<0.01%+3,24713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,895$1.83M<0.01%+48613F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC24,625$1.74M0.08%013F-HRTimeline
COMERICA BANK23,421$1.65M0.01%+64613F-HR/ATimeline
INNEALTA CAPITAL, LLC21,255$1.5M0.73%+7,35913F-HRTimeline
SPINNAKER TRUST20,076$1.42M0.09%-28213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,508$1.38M<0.01%+1,26713F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding19,270$1.36M-154Timeline
MML INVESTORS SERVICES, LLC17,016$1.2M<0.01%-1,37913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,879$1.19M<0.01%-5513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL15,424$1.09M<0.01%-24013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,822$1.05M0.08%-23113F-HRTimeline
Sunpointe, LLC14,802$1.04M0.53%+4,01113F-HRTimeline
FMR LLCin group FMR LLC14,759$1.04M<0.01%+1,99313F-HRTimelineGroup
SYON CAPITAL LLC14,390$1.02M0.09%+31913F-HRTimeline
HB Wealth Management, LLC14,284$1.01M0.01%+11413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,711$857K<0.01%-11313F-HRTimelineGroup
Yoffe Investment Management, LLC10,650$752K1.12%13F-HR/ATimeline
Hudson Portfolio Management LLC10,600$748K0.73%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,461$738K<0.01%+63413F-HR/ATimeline
Sowell Financial Services LLC10,380$733K0.04%new13F-HRTimeline
Argent Trust Co10,342$730K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…9,407$664K<0.01%-61213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,197$649K<0.01%+5,17613F-HRTimelineGroup
Atria Investments, Inc9,082$641K0.01%-2,36213F-HRTimeline
Wilmington Savings Fund Society, FSB9,057$639K0.01%-80813F-HRTimeline
PRIVATE TRUST CO NA9,009$636K0.07%-46213F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,566$605K0.04%-1,39013F-HRTimeline
Avidian Wealth Enterprises, LLC8,387$592K0.03%-4113F-HRTimeline
Mariner, LLCin group Mariner, LLC7,811$551K<0.01%-38913F-HRTimelineGroup
Koshinski Asset Management, Inc.7,622$538K0.05%+7513F-HRTimeline
NewEdge Advisors, LLC7,548$533K<0.01%+38213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,490$529K<0.01%-20,88313F-HRTimelineGroup
SAPIENT CAPITAL LLC7,382$521K0.01%+57713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,398$520K0.37%+2613F-HRTimeline
Steward Partners Investment Advisory, L…7,256$512K<0.01%+6,55913F-HRTimeline
L.K. Benson & Company, P.C.7,000$494K0.35%13F-HRTimeline
Quantinno Capital Management LP6,991$493K<0.01%+49513F-HRTimeline
Arizona PSPRS Trust6,600$466K0.02%-44,60013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC6,440$455K<0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust6,305$445K0.02%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,289$444K0.01%+2,12313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,151$434K<0.01%-36613F-HRTimeline
Wealthspire Advisors, LLC6,061$428K<0.01%013F-HRTimeline
GeoWealth Management, LLC6,039$426K0.01%-4913F-HRTimeline
NorthCoast Asset Management LLC5,921$418K<0.01%new13F-HR/ATimeline
Icon Wealth Advisors, LLC5,709$403K0.03%013F-HRTimeline
Ullmann Wealth Partners Group, LLC5,525$390K0.05%013F-HRTimeline
Atria Wealth Solutions, Inc.5,491$388K<0.01%+4013F-HRTimeline
Marcum Wealth, LLC5,446$384K0.03%-15413F-HRTimeline
Qube Research & Technologies Ltd5,384$380K<0.01%+2,26413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,259$371K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,230$369K<0.01%-30913F-HRTimelineGroup
Creative Planningin group Creative Planning5,215$368K<0.01%+1,06613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding5,112$361K+416Timeline
CVA Family Office, LLC5,070$358K0.06%013F-HRTimeline
Csenge Advisory Group4,672$330K0.02%+2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,608$325K<0.01%-13,14213F-HRTimelineGroup
Custos Family Office, LLC4,582$323K0.11%-15413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,547$321K<0.01%-1013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP4,457$315K0.22%+34613F-HRTimeline
WEDBUSH SECURITIES INC4,436$313K0.01%-1,00413F-HRTimeline
Veltria Advisors Corp.4,412$311K0.13%013F-HRTimeline
waypoint wealth counsel4,299$303K0.2%013F-HRTimeline
Purkiss Capital Advisors LLC4,187$296K0.26%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,129$291K<0.01%-60213F-HRTimeline
PATRON PARTNERS, LLC4,036$285K0.15%-1413F-HRTimeline
Maia Wealth LLC3,774$274K0.06%-3,30413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,673$259K<0.01%new13F-HRTimelineGroup
One Wealth Management Investment & Advi…3,639$257K0.41%013F-HRTimeline
Interchange Capital Partners, LLC3,520$248K0.09%-1,20113F-HRTimeline
Evercore Wealth Management, LLC3,487$246K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,473$245K<0.01%+80813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,464$245K<0.01%013F-HRTimelineGroup
SEVEN MILE ADVISORY3,364$237K0.15%-5713F-HRTimeline
Caprock Group, LLC3,320$234K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,293$232K<0.01%-22813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,262$230K<0.01%+30713F-HRTimelineGroup
Busey Bank3,132$221K0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,065$216K0.02%+3213F-HRTimeline
Cooksen Wealth, LLC3,042$215K0.2%013F-HRTimeline
Clearstead Advisors, LLC2,479$175K<0.01%-22313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,464$174K<0.01%-20313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,405$174K0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,349$166K<0.01%+38913F-HRTimelineGroup
Crewe Advisors LLC2,100$148K0.02%-48213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,898$134K<0.01%+99013F-HRTimelineGroup
EP Wealth Advisors, LLC1,845$130K<0.01%+25513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,673$118K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,671$118K<0.01%+18413F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,358$95.9K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,150$81K<0.01%+67013F-HRTimelineGroup
Blue Trust, Inc.1,003$70.8K<0.01%+49913F-HR/ATimeline
AE Wealth Management LLC937$66.2K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC883$62.3K0.01%+35013F-HR/ATimeline
Key Financial Inc839$59.2K0.01%013F-HRTimeline
Larson Financial Group LLC838$59.2K<0.01%new13F-HRTimeline
MAI Capital Management836$59K<0.01%new13F-HRTimeline
Allworth Financial LP810$58.4K<0.01%-43513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…691$48.8K<0.01%+67913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources605$42.7K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.557$39.3K<0.01%-4,95513F-HRTimelineGroup
FSC Wealth Advisors, LLC549$38.8K0.02%013F-HRTimeline
AdvisorNet Financial, Inc495$34.9K<0.01%013F-HRTimeline
Marquette Asset Management, LLC492$34.7K0.01%013F-HRTimeline
GAMMA Investing LLC330$23.3K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC295$20.8K<0.01%-13613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC271$19.1K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC251$17.7K<0.01%+15913F-HRTimeline
Cassady Schiller Wealth Management, LLC243$17.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management240$16.9K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.195$13.9K<0.01%-24613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/196$13.8K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC189$13.3K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC188$13.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.179$12.6K<0.01%-1813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC168$11.9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc166$11.7K<0.01%+8513F-HRTimeline
Longview Financial Advisors LLC166$11.7K0.01%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…162$11.4K<0.01%013F-HRTimeline
Archer Investment Corp152$10.8K<0.01%013F-HRTimeline
NorthRock Partners, LLC152$10.7K<0.01%+9313F-HR/ATimeline
Abound Wealth Management126$8.89K<0.01%013F-HRTimeline
Arax Advisory Partners124$8.79K<0.01%+9913F-HRTimeline
Cornerstone Planning Group LLC119$8.66K<0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC107$7.55K<0.01%013F-HRTimeline
Transce3nd, LLC103$7.27K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC102$7.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC97$6.85K<0.01%-2213F-HRTimeline
Global Retirement Partners, LLC95$6.71K<0.01%-10113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.91$6.42K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC88$6.21K<0.01%013F-HRTimeline
SIGNATUREFD, LLC88$6.2K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST85$6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.82$5.79K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…78$5.51K<0.01%-61013F-HRTimelineGroup
Ridgewood Investments LLC68$4.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC64$4.52K<0.01%+2913F-HRTimeline
Beacon Capital Management, LLC63$4.45K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC57$4.01K<0.01%-313F-HRTimeline
Hemington Wealth Management62$4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.57$3.99K<0.01%+113F-HRTimeline
Asset Dedication, LLC55$3.88K<0.01%013F-HRTimeline
Coastline Trust Co40$2.82K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Darwin Wealth Management, LLC38$2.68K<0.01%013F-HR/ATimeline
SOA Wealth Advisors, LLC.35$2.47K<0.01%013F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25$2K<0.01%-313F-HRTimelineGroup
Glen Eagle Advisors, LLC25$1.76K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC23$1.62K<0.01%013F-HRTimeline
Synergy Investment Management, LLC23$1.62K<0.01%13F-HRTimeline
McIlrath & Eck, LLC18$1.27K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC16$1.14K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.16$1.13K<0.01%+113F-HRTimeline
Legacy Investment Solutions, LLC15$1.1K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$1.1K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC14$995<0.01%13F-HRTimeline
Eukles Asset Management12$847<0.01%013F-HRTimeline
Granite FO LLC10$706<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9$636<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9$636<0.01%013F-HRTimeline
New Republic Capital, LLC8$565<0.01%new13F-HRTimeline
Financial Life Planners5$360<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4$289<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1$71<0.01%new13F-HRTimeline