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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

211 managers (211 13F filers) reported a position in BBCA shares at 2025-06-30, 83,508,159 shares in all. 46 filers opened a position and 18 filers sold out during the quarter.

Managers
211
13F filers
211
New
46
Added
40
Reduced
67
Sold out
18
Shares held by filers
83,508,159

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO76,226,040$6.15B0.42%-180,50713F-HRTimelineGroup
Municipal Employees' Retirement System …940,556$75.9M0.91%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC687,190$55.5M0.04%+525,96613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC529,331$42.7M0.1%-214,74413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…486,115$39.2M0.14%+55,43813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC465,339$37.6M0.01%-286,20413F-HRTimelineGroup
HighTower Advisors, LLC389,704$31.4M0.04%-65,87413F-HRTimeline
RiverFront Investment Group, LLC381,257$30.8M0.6%-221,96913F-HRTimeline
Elm Partners Management LLC300,321$24.2M1.13%-85,95613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC184,617$14.9M<0.01%+14,16713F-HRTimelineGroup
Tradewinds Capital Management, LLC157,067$12.7M3.19%new13F-HRTimeline
LPL Financial LLC151,322$12.2M<0.01%-25,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,272$11.8M<0.01%-352,36113F-HRTimelineGroup
Willis Johnson & Associates, Inc.134,189$10.8M0.74%+29,88213F-HRTimeline
SPINNAKER TRUST126,313$10.2M0.61%+88513F-HRTimeline
Summit Financial, LLC117,998$9.52M0.22%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,862$8.46M<0.01%-54,02413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN104,043$8.4M<0.01%-93,60213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP98,658$7.96M0.01%+2,34413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG98,483$7.95M<0.01%+2,95613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.90,518$7.3M0.89%+3,01013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,353$7.21M<0.01%-43,80913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,595$6.67M0.01%+76,45513F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC81,304$6.56M0.09%-2,36913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC77,856$6.28M0.13%+3,77813F-HRTimelineGroup
Keel Point, LLC74,140$5.98M0.4%013F-HRTimeline
Cetera Investment Advisers66,647$5.38M0.01%-27,36613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY63,749$5.14M<0.01%+75113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,770$3.94M0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC46,578$3.76M0.47%+1,04513F-HRTimeline
Dorsey & Whitney Trust CO LLC43,448$3.51M0.19%-12413F-HRTimeline
Janney Montgomery Scott LLC42,123$3.4M0.01%-34,46013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,144$3.15M0.01%+32,27513F-HR/ATimelineGroup
CHOREO, LLC38,680$3.12M0.04%+1,99413F-HRTimeline
FLOW TRADERS U.S. LLC35,311$2.85M0.11%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC31,051$2.5M<0.01%-14413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,335$2.45M<0.01%-7,14713F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC28,104$2.27M0.77%-42013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.24,873$2.01M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP24,613$1.99M0.01%+15,93513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,811$1.92M<0.01%-1,34313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC22,700$1.83M<0.01%new13F-HRTimeline
COMERICA BANK21,083$1.7M0.01%-1,92113F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…18,336$1.48M0.11%-17413F-HRTimelineGroup
FMR LLCin group FMR LLC18,241$1.47M<0.01%+86613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,875$1.44M<0.01%-5,18413F-HR/ATimelineGroup
HRT FINANCIAL LP16,633$1.34M0.01%new13F-HRTimeline
Sunpointe, LLC15,749$1.27M0.5%+89013F-HRTimeline
BLAIR WILLIAM & CO/IL15,303$1.23M<0.01%+1113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,807$1.11M<0.01%-6,09713F-HRTimelineGroup
Hudson Portfolio Management LLC13,208$1.07M1%-15013F-HRTimeline
MML INVESTORS SERVICES, LLC12,430$1M<0.01%+1,07313F-HRTimeline
Creative Planningin group Creative Planning11,928$963K<0.01%-1,03313F-HRTimelineGroup
SYON CAPITAL LLC11,188$903K0.06%-1,77413F-HRTimeline
Yoffe Investment Management, LLC10,666$861K1.18%+1113F-HRTimeline
CWM, LLCin group CWM, LLC9,746$786K<0.01%-29,61313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,729$785K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,726$785K<0.01%+24513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,057$731K0.01%-16313F-HRTimeline
Sowell Financial Services LLC8,818$712K0.03%-1,67413F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,566$691K0.02%013F-HRTimeline
Argent Trust Co8,433$681K0.03%-66113F-HRTimeline
PRIVATE TRUST CO NA8,269$667K0.06%-48413F-HRTimeline
Avidian Wealth Enterprises, LLC8,180$660K0.03%-15013F-HRTimeline
Ballentine Partners, LLC8,085$652K0.01%-2,18813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,948$641K<0.01%+2,55413F-HRTimelineGroup
Koshinski Asset Management, Inc.7,659$618K0.05%+3713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,180$585K<0.01%-3,66313F-HRTimeline
Lumbard & Kellner, LLC7,091$572K0.25%new13F-HRTimeline
L.K. Benson & Company, P.C.7,000$565K0.35%013F-HRTimeline
Inscription Capital, LLC6,959$562K0.08%013F-HRTimeline
SAPIENT CAPITAL LLC6,582$531K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC6,499$524K0.01%-14,13913F-HRTimeline
FineMark National Bank & Trust6,381$515K0.02%+7613F-HRTimeline
Wealthspire Advisors, LLC6,061$489K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,925$478K<0.01%-53613F-HRTimeline
Icon Wealth Advisors, LLC5,872$474K0.03%+16313F-HRTimeline
INNEALTA CAPITAL, LLC5,735$463K0.24%-7,81713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,719$462K0.31%-1,54113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,688$459K<0.01%+3,79013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC5,478$442K<0.01%-76713F-HRTimelineGroup
IEQ CAPITAL, LLC5,378$434K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,299$428K<0.01%+3,58213F-HRTimelineGroup
CVA Family Office, LLC5,197$419K0.06%013F-HRTimeline
NorthCoast Asset Management LLC5,136$414K<0.01%-1,32013F-HRTimeline
TD Waterhouse Canada Inc.5,060$408K<0.01%+1,29113F-HRTimeline
Cloud Capital Management, LLC4,990$405K0.25%-1,33613F-HRTimeline
Maia Wealth LLC4,839$391K0.07%+82213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,781$386K<0.01%+1,27413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,737$382K<0.01%-1,46413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,601$371K<0.01%+1,68713F-HRTimelineGroup
NewEdge Advisors, LLC4,358$352K<0.01%-1613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,347$351K<0.01%+41413F-HRTimelineGroup
Sanctuary Advisors, LLC4,335$350K<0.01%-1,85713F-HRTimeline
Ullmann Wealth Partners Group, LLC4,325$349K0.04%013F-HRTimeline
waypoint wealth counsel4,168$336K0.17%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,144$334K<0.01%-27313F-HRTimelineGroup
Curi Capital, LLC4,026$325K0.01%new13F-HRTimeline
Custos Family Office, LLC3,951$319K0.1%-39613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,889$314K<0.01%-53513F-HRTimeline
Csenge Advisory Group3,939$310K0.02%-13113F-HRTimeline
Gotham Asset Management, LLC3,810$307K<0.01%013F-HRTimeline
One Wealth Management Investment & Advi…3,639$294K0.38%013F-HRTimeline
HB Wealth Management, LLC3,597$290K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,576$289K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd3,518$284K<0.01%new13F-HRTimelineGroup
Evercore Wealth Management, LLC3,487$281K<0.01%013F-HRTimeline
SEVEN MILE ADVISORY3,364$271K0.16%013F-HRTimeline
Balefire, LLC3,165$255K0.06%new13F-HRTimeline
Busey Bank3,132$253K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,118$252K<0.01%-2,64813F-HR/ATimelineGroup
Cooksen Wealth, LLC3,042$245K0.2%-68613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.3,027$244K0.04%new13F-HRTimeline
GeoWealth Management, LLC2,989$241K0.01%-2,63113F-HRTimeline
WEDBUSH SECURITIES INC2,771$224K0.01%-1,86313F-HRTimeline
Waterloo Capital, L.P.2,668$215K0.02%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,599$210K<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…2,538$205K<0.01%-29413F-HRTimeline
Choate Investment Advisors2,506$202K<0.01%new13F-HRTimeline
Crewe Advisors LLC2,100$169K0.02%013F-HRTimeline
Qube Research & Technologies Ltd2,061$166K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,960$158K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,832$148K<0.01%-13913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,766$143K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC1,373$111K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,358$110K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,300$105K<0.01%+80013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,260$102K0.01%13F-HRTimeline
Tortoise Investment Management, LLC883$71.3K0.01%013F-HRTimeline
Key Financial Inc839$67.7K0.01%013F-HRTimeline
SSA SWISS ADVISORS AG776$63.9K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…784$63.3K<0.01%-1,03713F-HRTimeline
Allworth Financial LP702$56.7K<0.01%+14313F-HRTimeline
Blue Trust, Inc.662$53.4K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.653$52.7K<0.01%new13F-HRTimelineGroup
Richard Bernstein Advisors LLC622$50.2K<0.01%-1,03613F-HRTimeline
Avalon Trust Co580$46.8K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC576$46.5K<0.01%-1,09713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…565$45.6K0.02%new13F-HRTimeline
MAI Capital Management551$44.5K<0.01%-38213F-HRTimeline
AdvisorNet Financial, Inc541$43.7K<0.01%+4613F-HRTimeline
Marquette Asset Management, LLC492$39.7K0.01%013F-HRTimeline
TRUST CO OF VERMONT465$37.5K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC400$32.3K0.03%+34913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…396$32K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC390$31.5K<0.01%013F-HRTimeline
Glenmede Investment Management, LP340$27.4K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.308$24.9K<0.01%+23513F-HRTimelineGroup
AE Wealth Management LLC284$22.9K<0.01%-6013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC271$21.9K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…248$20K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC229$18.5K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…224$18.1K<0.01%-8413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$16.5K<0.01%-3513F-HRTimelineGroup
Delos Wealth Advisors, LLC199$16.1K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/196$15.8K<0.01%013F-HR/ATimelineGroup
Caldwell Trust Co196$15.8K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC188$15.2K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC170$13.7K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC168$13.6K<0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC166$13.4K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp162$13.1K<0.01%013F-HRTimelineGroup
Archer Investment Corp152$12.3K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT152$12.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC131$10.6K<0.01%+7613F-HRTimeline
Abound Wealth Management126$10.2K<0.01%013F-HRTimeline
Arax Advisory Partners126$10.1K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC120$9.85K<0.01%013F-HRTimeline
Transce3nd, LLC103$8.31K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.91$7.34K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC88$7.1K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…88$7.1K<0.01%+7313F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST85$6.86K<0.01%013F-HRTimeline
IFP Advisors, Inc81$6.54K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.81$6.54K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC77$6.37K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…72$5.84K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC70$5.65K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC70$5.65K<0.01%13F-HRTimeline
Ridgewood Investments LLC68$5.49K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.57$4.59K<0.01%013F-HRTimeline
Pacifica Partners Inc.56$4.46K<0.01%new13F-HRTimeline
Asset Dedication, LLC55$4.44K<0.01%013F-HRTimeline
SIGNATUREFD, LLC41$3.29K<0.01%-2513F-HRTimeline
CoreCap Advisors, LLC40$3.23K<0.01%-3713F-HRTimeline
Darwin Wealth Management, LLC38$3.07K<0.01%013F-HRTimeline
Sound Income Strategies, LLC37$2.99K<0.01%-6013F-HRTimeline
Bogart Wealth, LLC33$2.66K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29$2.31K<0.01%-1113F-HRTimelineGroup
Glen Eagle Advisors, LLC25$2.02K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25$1.96K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC23$1.86K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.20$1.61K<0.01%013F-HRTimeline
McIlrath & Eck, LLC18$1.45K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC18$1.43K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17$1.37K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC14$1.13K<0.01%013F-HRTimeline
NFSG Corp13$1.05K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.13$1K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12$968<0.01%new13F-HRTimeline