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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

182 managers (182 13F filers) reported a position in BBCA shares at 2025-03-31, 83,349,809 shares in all. 18 filers opened a position and 37 filers sold out during the quarter.

Managers
182
13F filers
182
New
18
Added
45
Reduced
65
Sold out
37
Shares held by filers
83,349,809

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO76,406,547$5.47B0.42%+3,009,31813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding751,543$53.8M-145,873Timeline
ASSETMARK, INCin group ASSETMARK, INC744,075$53.2M0.15%-9,37413F-HRTimelineGroup
RiverFront Investment Group, LLC603,226$43.2M0.96%+52,88213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,633$35.7M0.01%+244,00113F-HRTimelineGroup
HighTower Advisors, LLC455,578$32.6M0.04%-99413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…430,677$30.7M0.13%-26,68913F-HRTimelineGroup
Elm Partners Management LLC386,277$27.6M1.42%-22,27813F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,645$14.1M<0.01%+78,85713F-HRTimelineGroup
LPL Financial LLC176,916$12.7M<0.01%+7,63013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC170,450$12.2M<0.01%-644,64413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC161,224$11.5M0.01%-219,41813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,886$11.4M<0.01%-50,01513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/133,162$9.53M<0.01%-1,541,99813F-HRTimelineGroup
SPINNAKER TRUST125,428$8.98M0.59%+105,35213F-HRTimeline
Financial Management Professionals, Inc.105,320$7.54M0.96%+10,48413F-HRTimeline
Willis Johnson & Associates, Inc.104,307$7.46M0.57%+3,14713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP96,314$6.89M0.01%-15,34913F-HRTimelineGroup
UBS Group AGin group UBS Group AG95,527$6.84M<0.01%-1,09113F-HRTimelineGroup
Cetera Investment Advisers94,013$6.73M0.01%-28,44313F-HRTimeline
GTS SECURITIES LLC88,973$6.37M0.28%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.87,508$6.26M0.78%+5,77113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC83,673$5.99M0.09%-10,40813F-HRTimeline
Janney Montgomery Scott LLC76,583$5.48M0.02%-3,21313F-HRTimeline
Keel Point, LLC74,140$5.31M0.41%+30,73213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC74,078$5.3M0.13%-2,79113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY62,998$4.51M<0.01%-10,56313F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC45,533$3.26M0.44%+69813F-HRTimeline
Dorsey & Whitney Trust CO LLC43,572$3.12M0.18%-5,50413F-HRTimeline
CWM, LLCin group CWM, LLC39,359$2.82M0.01%-6,52313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,482$2.68M<0.01%-8,28913F-HRTimelineGroup
CHOREO, LLC36,686$2.63M0.04%-1,83313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC31,195$2.23M<0.01%+21,99813F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC28,524$2.04M0.73%-76213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,154$1.8M<0.01%-1,58613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,059$1.65M<0.01%-2,83613F-HRTimelineGroup
COMERICA BANK23,004$1.65M0.01%-41713F-HRTimeline
OneDigital Investment Advisors LLC20,638$1.48M0.02%-6,85813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,904$1.42M<0.01%+39613F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…18,510$1.32M0.11%-76013F-HRTimelineGroup
FMR LLCin group FMR LLC17,375$1.24M<0.01%+2,61613F-HRTimelineGroup
GWN SECURITIES INC.15,906$1.21M0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL15,292$1.09M<0.01%-13213F-HRTimeline
Sunpointe, LLC14,859$1.06M0.57%+5713F-HRTimeline
INNEALTA CAPITAL, LLC13,552$970K0.53%-7,70313F-HRTimeline
Hudson Portfolio Management LLC13,358$956K0.92%+2,75813F-HRTimeline
SYON CAPITAL LLC12,962$928K0.08%-1,42813F-HRTimeline
Creative Planningin group Creative Planning12,961$928K<0.01%+7,74613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,711$857K<0.01%013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC11,357$813K<0.01%-5,65913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,869$779K<0.01%-30,70813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,843$776K<0.01%+38213F-HRTimeline
Yoffe Investment Management, LLC10,655$763K1.12%+513F-HRTimeline
Sowell Financial Services LLC10,492$751K0.03%+11213F-HRTimeline
Ballentine Partners, LLC10,273$735K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,481$678K<0.01%+1,67013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,220$660K0.01%+16313F-HRTimeline
Argent Trust Co9,094$651K0.03%-1,24813F-HRTimeline
PRIVATE TRUST CO NA8,753$626K0.06%-25613F-HRTimeline
Quantinno Capital Management LP8,678$621K<0.01%+1,68713F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,566$613K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,330$596K0.03%-5713F-HRTimeline
Koshinski Asset Management, Inc.7,622$545K0.05%013F-HRTimeline
Douglass Winthrop Advisors, LLC7,502$537K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,260$520K0.4%-13813F-HRTimeline
L.K. Benson & Company, P.C.7,000$501K0.35%013F-HRTimeline
SAPIENT CAPITAL LLC6,582$471K0.01%-80013F-HRTimeline
Inscription Capital, LLC6,959$465K0.08%13F-HRTimeline
NorthCoast Asset Management LLC6,456$462K<0.01%+53513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC6,461$462K<0.01%+31013F-HRTimeline
Cloud Capital Management, LLC6,326$452K0.32%13F-HRTimeline
FineMark National Bank & Trust6,305$451K0.02%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,245$447K<0.01%+1,69813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,201$444K<0.01%+94213F-HRTimelineGroup
Sanctuary Advisors, LLC6,192$443K<0.01%-20,16713F-HRTimeline
TOWNSQUARE CAPITAL LLC6,179$442K<0.01%-11013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,140$439K<0.01%-1,35013F-HRTimelineGroup
Wealthspire Advisors, LLC6,061$434K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,766$413K<0.01%-67413F-HR/ATimelineGroup
Icon Wealth Advisors, LLC5,709$409K0.03%013F-HRTimeline
GeoWealth Management, LLC5,620$402K0.02%-41913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,394$386K<0.01%+1,72113F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,360$384K<0.01%-13113F-HRTimeline
Marcum Wealth, LLC5,225$374K0.03%-22113F-HRTimeline
CVA Family Office, LLC5,197$372K0.06%+12713F-HRTimeline
WEDBUSH SECURITIES INC4,634$332K0.01%+19813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,424$317K<0.01%+29513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,417$316K<0.01%-81313F-HRTimelineGroup
NewEdge Advisors, LLC4,374$313K<0.01%-3,17413F-HRTimeline
Custos Family Office, LLC4,347$311K0.11%-23513F-HRTimeline
Ullmann Wealth Partners Group, LLC4,325$309K0.04%-1,20013F-HRTimeline
waypoint wealth counsel4,168$298K0.19%-13113F-HRTimeline
Csenge Advisory Group4,070$293K0.02%-60213F-HRTimeline
Maia Wealth LLC4,017$285K0.06%+24313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,933$281K<0.01%+67113F-HRTimelineGroup
Gotham Asset Management, LLC3,810$273K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,769$272K<0.01%+29613F-HRTimeline
One Wealth Management Investment & Advi…3,639$260K0.43%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,507$251K<0.01%+21413F-HRTimeline
Evercore Wealth Management, LLC3,487$250K<0.01%013F-HRTimeline
Cooksen Wealth, LLC3,728$249K0.25%+68613F-HRTimeline
SEVEN MILE ADVISORY3,364$241K0.16%013F-HRTimeline
Caprock Group, LLC3,320$238K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,144$225K<0.01%new13F-HRTimeline
Busey Bank3,132$224K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,914$209K<0.01%+45013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,832$203K<0.01%-6,57513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,405$172K0.01%013F-HRTimelineGroup
Crewe Advisors LLC2,100$150K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,971$141K<0.01%-50813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,960$140K<0.01%-38913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,898$136K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,821$130K<0.01%-5,43513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,717$123K<0.01%+4613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,673$120K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC1,658$119K<0.01%-1,057,51013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,358$95.9K0.01%013F-HRTimeline
MAI Capital Management933$66.8K<0.01%+9713F-HRTimeline
Tortoise Investment Management, LLC883$63.2K0.01%013F-HR/ATimeline
Key Financial Inc839$60K0.01%013F-HRTimeline
SSA SWISS ADVISORS AG776$55.5K0.03%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD645$46.2K0.03%new13F-HRTimeline
LRI Investments, LLC595$42.6K<0.01%new13F-HRTimeline
Allworth Financial LP559$41.3K<0.01%-25113F-HRTimeline
FSC Wealth Advisors, LLC549$39.3K0.03%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…500$36K<0.01%-65013F-HRTimelineGroup
AdvisorNet Financial, Inc495$35.4K<0.01%013F-HRTimeline
Marquette Asset Management, LLC492$35.2K0.01%013F-HRTimeline
GAMMA Investing LLC390$27.9K<0.01%+6013F-HR/ATimeline
AE Wealth Management LLC344$24.6K<0.01%-59313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA340$24.3K<0.01%-3,12413F-HRTimelineGroup
Capital Investment Advisory Services, L…308$22K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC271$19.4K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP270$19.3K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…248$17.7K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management240$17.2K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC229$16.4K0.01%+4013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/196$14.2K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC188$13.5K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC168$12K<0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC166$11.9K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp162$11.6K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.160$11.4K<0.01%-1913F-HRTimeline
NorthRock Partners, LLC160$11.4K<0.01%+813F-HRTimeline
Archer Investment Corp152$10.9K<0.01%013F-HRTimeline
Abound Wealth Management126$9.02K<0.01%013F-HRTimeline
Arax Advisory Partners125$8.93K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC120$8.73K<0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC107$7.66K<0.01%013F-HRTimeline
Transce3nd, LLC103$7.37K<0.01%013F-HRTimeline
Sound Income Strategies, LLC97$6.94K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.91$6.51K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC88$6.3K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST85$6.08K<0.01%013F-HRTimeline
IFP Advisors, Inc81$5.8K<0.01%-8513F-HRTimeline
CoreCap Advisors, LLC77$5.51K<0.01%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.73$5.22K<0.01%-48413F-HRTimelineGroup
Ridgewood Investments LLC68$4.87K<0.01%013F-HRTimeline
SIGNATUREFD, LLC66$4.71K<0.01%-2213F-HRTimeline
Farther Finance Advisors, LLC60$4.34K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.57$4.06K<0.01%013F-HRTimeline
Asset Dedication, LLC55$3.94K<0.01%013F-HRTimeline
AlphaCore Capital LLC55$3.94K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC51$3.65K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC51$3.65K<0.01%-5113F-HRTimeline
Geneos Wealth Management Inc.20$2.86K<0.01%-6213F-HRTimelineAmount filed as zero, left out of ratios.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40$2.85K<0.01%new13F-HR/ATimelineGroup
Darwin Wealth Management, LLC38$2.68K<0.01%013F-HRTimeline
Bogart Wealth, LLC33$2.36K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25$2K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC27$1.94K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC25$1.79K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC23$1.65K<0.01%013F-HRTimeline
McIlrath & Eck, LLC18$1.29K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$1.07K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC14$1.01K<0.01%013F-HRTimeline
Eukles Asset Management12$859<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12$859<0.01%-67913F-HRTimelineGroup
Granite FO LLC10$716<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9$645<0.01%013F-HRTimeline
New Republic Capital, LLC8$572<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.