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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

238 managers (239 13F filers) reported a position in BBCA shares at 2025-12-31, 81,803,650 shares in all. 46 filers opened a position and 27 filers sold out during the quarter.

Managers
238
13F filers
239
New
46
Added
62
Reduced
61
Sold out
27
Shares held by filers
81,803,650

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO74,270,039$6.91B0.46%-314,82913F-HRTimelineGroup
Municipal Employees' Retirement System …909,454$84.6M0.96%-31,10213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC507,492$47.2M0.03%-92,79913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC473,166$44M0.09%-34,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC442,396$41.1M0.01%-24,38513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…436,957$40.6M0.11%-9,44913F-HRTimelineGroup
Elm Partners Management LLC421,257$39.2M1.45%+28,39813F-HR/ATimeline
HighTower Advisors, LLC419,789$39M0.04%-74213F-HRTimeline
RiverFront Investment Group, LLC414,610$38.6M0.64%+16,02513F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC356,550$33.2M16.81%+131,61013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC207,479$19.3M<0.01%+197,49713F-HRTimelineGroup
LPL Financial LLC166,671$15.5M<0.01%+8,14313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,581$14.3M<0.01%+3,00113F-HRTimelineGroup
Willis Johnson & Associates, Inc.148,675$13.8M0.85%+5,25813F-HRTimeline
SPINNAKER TRUST128,464$11.9M0.64%+1,01213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,202$11.9M<0.01%+34,69913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding115,301$10.7M+12,974Timeline
ATLAS CAPITAL ADVISORS INC.112,889$10.5M1.17%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,336$9.61M<0.01%-1,87013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,313$8.86M<0.01%-2,12213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP91,183$8.53M0.01%-3,84513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY87,792$8.16M<0.01%+4,96613F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC87,474$8.14M0.01%+53,55213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC84,362$7.85M0.12%+5,59413F-HRTimelineGroup
Rice Partnership, LLC73,927$6.88M0.93%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC72,274$6.72M0.09%-4,09313F-HRTimeline
Keel Point, LLC60,103$5.59M0.34%-3,45713F-HRTimeline
Cetera Investment Advisers57,595$5.36M0.01%-9,97713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC53,438$4.97M0.54%+3,86313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,281$4.4M0.01%-25,78713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC45,014$4.19M0.22%013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd42,900$3.99M1.69%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd42,900$3.99M0.04%new13F-HRTimelineGroup
Janney Montgomery Scott LLC42,336$3.94M0.01%-30113F-HRTimeline
CHOREO, LLC39,047$3.66M0.05%+56313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,229$3.56M0.01%+21,31013F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC31,130$2.9M<0.01%+11513F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC28,065$2.61M0.81%-67813F-HRTimeline
Evansbrook LLC27,569$2.56M1.72%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,624$2.2M<0.01%+19,79113F-HRTimelineGroup
FMR LLCin group FMR LLC23,236$2.16M<0.01%+2,22313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,220$2.07M<0.01%-10,39313F-HRTimelineGroup
Quantinno Capital Management LP21,008$1.95M<0.01%-2,84613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,412$1.9M<0.01%-1,86113F-HRTimelineGroup
Hudson Portfolio Management LLC18,860$1.75M1.51%+1,32513F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…18,284$1.7M0.13%013F-HRTimelineGroup
Sunpointe, LLC17,939$1.67M0.55%+1,12613F-HRTimeline
Creative Planningin group Creative Planning16,497$1.53M<0.01%+3,08413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL15,930$1.48M<0.01%+61613F-HRTimeline
Caprock Group, LLC15,333$1.43M0.03%-25213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,730$1.37M<0.01%+1,39113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,135$1.31M<0.01%+80813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,576$1.27M<0.01%new13F-HRTimelineGroup
COMERICA BANK13,457$1.25M<0.01%-7,25113F-HRTimeline
SYON CAPITAL LLC11,493$1.07M0.05%-4213F-HRTimeline
Nolet Wealth Management, LLC11,127$1.03M0.58%13F-HR/ATimeline
Yoffe Investment Management, LLC10,676$993K1.27%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,614$987K<0.01%+56513F-HRTimelineGroup
TD Waterhouse Canada Inc.10,321$960K0.01%-1,43113F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,215$950K0.03%-25713F-HRTimeline
CWM, LLCin group CWM, LLC9,674$900K<0.01%+8713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,456$879K<0.01%-21413F-HRTimelineGroup
INNEALTA CAPITAL, LLC8,903$828K0.45%+3,14313F-HRTimeline
Sowell Financial Services LLC8,775$816K0.03%-4813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,460$787K<0.01%+3,16713F-HRTimelineGroup
Lumbard & Kellner, LLC8,325$774K0.27%+1,23413F-HRTimeline
Avidian Wealth Enterprises, LLC8,271$769K0.03%+5213F-HRTimeline
Ballentine Partners, LLC8,085$752K0.01%013F-HRTimeline
Argent Trust Co8,006$745K0.03%-22213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,825$728K<0.01%+1,99813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,620$718K<0.01%+5413F-HRTimeline
NewEdge Advisors, LLC7,698$716K<0.01%+3,46213F-HRTimeline
Koshinski Asset Management, Inc.7,023$653K0.04%-63613F-HRTimeline
L.K. Benson & Company, P.C.7,000$651K0.33%013F-HRTimeline
Inscription Capital, LLC6,959$647K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC6,533$608K0.01%-14413F-HRTimeline
FineMark National Bank & Trust6,305$586K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,244$581K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC6,118$569K0.04%+20713F-HRTimeline
SAPIENT CAPITAL LLC5,963$558K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,930$552K<0.01%-25,65113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,872$546K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,835$543K<0.01%+80913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC5,678$528K<0.01%+33213F-HRTimelineGroup
PRIVATE TRUST CO NA5,643$525K0.05%-26413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,362$499K0.16%-37913F-HRTimeline
Alvarez & Marsal Private Wealth Partner…5,339$497K0.1%13F-HRTimeline
Sanctuary Advisors, LLC5,231$487K<0.01%-4713F-HRTimeline
CVA Family Office, LLC5,197$483K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,146$479K<0.01%+11313F-HRTimeline
IEQ CAPITAL, LLC5,072$472K<0.01%-19313F-HRTimeline
Cloud Capital Management, LLC4,990$464K0.22%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,936$459K<0.01%+42313F-HRTimelineGroup
Ocean Park Asset Management, LLC4,898$456K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,476$416K<0.01%-22113F-HR/ATimelineGroup
Wealthspire Advisors, LLC4,434$412K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,381$407K<0.01%-1,31113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,370$406K0.03%new13F-HRTimeline
Cresset Asset Management, LLC4,370$406K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,351$405K0.02%new13F-HRTimelineGroup
&PARTNERS4,198$390K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,109$382K<0.01%new13F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC4,325$377K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,986$371K0.02%new13F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC3,963$369K0.19%13F-HRTimeline
Gotham Asset Management, LLC3,810$354K<0.01%013F-HRTimeline
Morton Capital Management LLC/CA3,729$347K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,682$342K<0.01%+7213F-HRTimelineGroup
One Wealth Management Investment & Advi…3,639$338K0.37%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,606$335K<0.01%+1413F-HRTimelineGroup
FSM Wealth Advisors, LLC3,594$334K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,580$333K<0.01%+52813F-HRTimelineGroup
waypoint wealth counsel3,191$297K0.11%-3013F-HRTimeline
Busey Bank3,132$291K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…3,095$288K<0.01%+4813F-HRTimeline
Advisors Capital Management, LLC3,078$286K<0.01%-4413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,895$269K<0.01%-61713F-HRTimelineGroup
Evernest Financial Advisors, LLC2,725$264K0.06%new13F-HRTimeline
Balefire, LLC2,786$259K0.05%-15013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,733$254K<0.01%+99113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd2,692$250K<0.01%-13,04813F-HRTimelineGroup
Wealthfront Advisers LLC2,668$248K<0.01%-3813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,660$247K<0.01%new13F-HRTimelineGroup
Cooksen Wealth, LLC2,647$246K0.18%-39513F-HRTimeline
Miller Global Investments, LLC2,637$245K0.22%13F-HRTimeline
Waterloo Capital, L.P.2,618$243K0.02%-5113F-HRTimeline
Maia Wealth LLC2,555$243K0.04%-76413F-HRTimeline
Cedarwood Wealth LLC2,513$241K0.27%13F-HRTimeline
WEDBUSH SECURITIES INC2,441$227K0.01%-15113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,407$224K<0.01%new13F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,385$222K<0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,369$220K0.02%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,363$220K<0.01%-23613F-HRTimelineGroup
Beverly Hills Private Wealth, LLC2,360$219K0.04%+1613F-HR/ATimeline
SIMON QUICK ADVISORS, LLC2,355$219K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,331$217K<0.01%new13F-HRTimeline
EVOKE WEALTH, LLC2,272$211K<0.01%new13F-HRTimeline
Legacy Wealth Advisors, LLC2,204$205K0.14%13F-HRTimeline
Ironwood Investment Counsel, LLC2,161$201K0.03%new13F-HRTimeline
HB Wealth Management, LLC2,158$201K<0.01%new13F-HRTimeline
Crewe Advisors LLC2,100$195K0.02%013F-HRTimeline
Choate Investment Advisors1,887$175K<0.01%new13F-HRTimeline
Waverly Advisors, LLC1,741$162K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,673$156K0.01%+49213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,358$126K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,305$121K<0.01%-52713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,300$121K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,272$118K<0.01%-6113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,230$114K<0.01%+41913F-HRTimelineGroup
Smartleaf Asset Management LLC1,127$106K<0.01%+1,10913F-HRTimeline
AE Wealth Management LLC930$86.5K<0.01%+35913F-HRTimeline
Allworth Financial LP785$73K<0.01%+3313F-HRTimeline
Farther Finance Advisors, LLC706$65.7K<0.01%+21813F-HRTimeline
Blue Trust, Inc.671$62.4K<0.01%+913F-HRTimeline
BOKF, NAin group BOKF, NA638$59.3K<0.01%new13F-HRTimelineGroup
Richard Bernstein Advisors LLC618$57.5K<0.01%013F-HRTimeline
MAI Capital Management591$55K<0.01%+7813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…565$52.5K0.01%new13F-HRTimeline
TRUST CO OF VERMONT553$51.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…509$47.3K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc495$46K<0.01%-5313F-HRTimeline
Marquette Asset Management, LLC492$45.8K0.01%013F-HRTimeline
BAYBAN459$42.7K0.04%13F-HRTimeline
EASTERN BANK421$39.2K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC407$37.9K0.03%+713F-HRTimeline
SageView Advisory Group, LLC380$35.3K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC355$33K<0.01%-813F-HRTimeline
SIGNATUREFD, LLC348$32.4K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc345$32.1K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp335$31.2K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC330$30.7K<0.01%013F-HRTimeline
Avalon Trust Co290$27K<0.01%-29013F-HRTimeline
Wellington Grp LLC288$26.8K0.01%13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…238$22.1K<0.01%-34213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.236$21.9K<0.01%+13113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.227$21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TCTC Holdings, LLCin group TCTC Holdings, LLC220$20.5K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB214$19.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$19.1K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC199$18.5K0.01%013F-HRTimeline
Aventura Private Wealth, LLC197$18.3K0.01%-3213F-HRTimeline
Quarry LP190$17.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…189$17.6K<0.01%-3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC188$17.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.175$16.2K<0.01%+11813F-HRTimeline
Longview Financial Advisors LLC166$15.4K0.01%013F-HRTimeline
Archer Investment Corp152$14.2K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT152$14.1K<0.01%013F-HRTimeline
NFSG Corp146$13.6K<0.01%+13313F-HRTimeline
Geneos Wealth Management Inc.136$12.6K<0.01%new13F-HRTimeline
Arax Advisory Partners127$11.8K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC122$11.8K<0.01%+113F-HRTimeline
Abound Wealth Management126$11.7K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.122$11.3K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust118$11K<0.01%new13F-HRTimeline
Larson Financial Group LLC110$10.2K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources108$10K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC107$9.95K<0.01%new13F-HRTimeline
Breakwater Investment Management102$9.49K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…98$9.11K<0.01%-30613F-HRTimelineGroup