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Disclosery

BBCA J P MORGAN EXCHANGE TRADED F

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BETA CDA ETF NEW (fund)

239 managers (241 13F filers) reported a position in BBCA shares at 2026-03-31, 81,963,269 shares in all. 36 filers opened a position and 30 filers sold out during the quarter.

Managers
239
13F filers
241
New
36
Added
73
Reduced
68
Sold out
30
Shares held by filers
81,963,269

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO74,812,398$6.86B0.47%+542,35913F-HR/ATimelineGroup
Municipal Employees' Retirement System …639,622$60.2M0.68%-269,83213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC467,906$44M0.09%-5,26013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC466,947$43.9M0.01%+24,55113F-HRTimelineGroup
RiverFront Investment Group, LLC449,734$42.3M0.65%+35,12413F-HRTimeline
HighTower Advisors, LLC410,274$38.6M0.04%-9,51513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…406,137$38.2M0.11%-30,82013F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC348,718$32.8M0.02%-158,77413F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC333,320$31.4M13.09%-23,23013F-HRTimeline
Elm Partners Management LLC320,704$29.4M1.27%-100,55313F-HRTimeline
UBS Group AGgroup of 2 filers holding199,382$18.8M+84,081Timeline
FLOW TRADERS U.S. LLC176,677$16.6M0.53%new13F-HRTimeline
LPL Financial LLC171,995$16.2M<0.01%+5,32413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,290$15M<0.01%+5,70913F-HRTimelineGroup
Willis Johnson & Associates, Inc.156,777$14.7M0.86%+8,10213F-HRTimeline
SPINNAKER TRUST130,077$12.2M0.68%+1,61313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121,138$11.4M<0.01%+33,34613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,420$11.1M<0.01%-89,05913F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.110,848$10.4M1.19%-2,04113F-HRTimeline
BOCHK Asset Management Ltd110,670$10.4M2.15%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,564$10.3M<0.01%-18,63813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,697$9.75M<0.01%+36113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC90,354$8.5M0.13%+5,99213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,061$8.38M<0.01%-6,25213F-HR/ATimelineGroup
Rice Partnership, LLC82,196$7.73M1.06%+8,26913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC58,465$5.5M0.61%+5,02713F-HRTimeline
Cetera Investment Advisers58,179$5.47M0.01%+58413F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd58,000$5.46M2.07%+15,10013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd57,700$5.43M0.06%+14,80013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC44,706$4.21M0.23%-30813F-HRTimeline
Janney Montgomery Scott LLC42,635$4.01M0.01%+29913F-HRTimeline
CHOREO, LLC38,915$3.66M0.04%-13213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,648$2.81M<0.01%+40413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,212$2.75M<0.01%-9,01713F-HRTimelineGroup
CWM, LLCin group CWM, LLC28,660$2.7M0.01%+18,98613F-HRTimelineGroup
FMR LLCin group FMR LLC28,467$2.68M<0.01%+5,23113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,213$2.65M<0.01%new13F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC28,055$2.64M0.83%-1013F-HRTimeline
Evansbrook LLC27,569$2.59M1.73%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC26,994$2.54M<0.01%-4,13613F-HRTimelineGroup
Creative Planningin group Creative Planning25,606$2.41M<0.01%+9,10913F-HRTimelineGroup
Quantinno Capital Management LP23,551$2.22M<0.01%+2,54313F-HRTimeline
HRT FINANCIAL LP22,928$2.16M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,032$1.88M<0.01%-2,18813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,855$1.87M<0.01%-55713F-HRTimelineGroup
Hudson Portfolio Management LLC19,662$1.85M1.56%+80213F-HRTimeline
OneDigital Investment Advisors LLC19,266$1.81M0.02%+12,73313F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…18,396$1.73M0.12%+11213F-HRTimelineGroup
Sunpointe, LLC18,307$1.72M0.56%+36813F-HRTimeline
BLAIR WILLIAM & CO/IL17,639$1.66M<0.01%+1,70913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,623$1.66M<0.01%+17,52513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,236$1.57M<0.01%-72,94713F-HRTimelineGroup
Caprock Group, LLC15,333$1.44M0.04%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,889$1.4M<0.01%+1,31313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,719$1.38M<0.01%-1113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,817$1.21M<0.01%-1,31813F-HRTimeline
SYON CAPITAL LLC12,419$1.17M0.06%+92613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,841$1.11M<0.01%+9,10813F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,170$1.05M0.01%new13F-HRTimeline
Nolet Wealth Management, LLC11,127$1.05M0.6%013F-HRTimeline
CERTUITY, LLC10,869$1.02M0.07%new13F-HRTimeline
Cresset Asset Management, LLC10,763$1.01M<0.01%+6,39313F-HRTimeline
TD Waterhouse Canada Inc.10,557$999K<0.01%+23613F-HRTimeline
Mariner, LLCin group Mariner, LLC10,599$997K<0.01%-1513F-HRTimelineGroup
Yoffe Investment Management, LLC10,540$991K1.27%-13613F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,215$961K0.03%013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC9,286$873K<0.01%-17013F-HRTimelineGroup
Sowell Financial Services LLC8,875$835K0.03%+10013F-HRTimeline
Lumbard & Kellner, LLC8,409$791K0.27%+8413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,270$778K<0.01%-19013F-HRTimelineGroup
Ballentine Partners, LLC8,085$760K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,065$759K0.02%-20613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,739$728K<0.01%-8613F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,043$662K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.7,008$659K0.04%-1513F-HRTimeline
L.K. Benson & Company, P.C.7,000$658K0.22%013F-HRTimeline
Inscription Capital, LLC6,959$655K0.07%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,818$641K<0.01%-16,80613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,567$618K0.01%+4,16013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC6,400$602K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,305$593K<0.01%new13F-HRTimelineGroup
INNEALTA CAPITAL, LLC6,249$588K0.37%-2,65413F-HRTimeline
SCOTIA CAPITAL INC.6,249$588K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,056$570K<0.01%new13F-HRTimelineGroup
Ocean Park Asset Management, LLC6,035$568K0.03%+1,13713F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,872$552K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,846$550K0.05%+20313F-HRTimeline
IEQ CAPITAL, LLC5,812$547K<0.01%+74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,783$545K<0.01%-14713F-HRTimelineGroup
Icon Wealth Advisors, LLC5,323$520K0.03%-79513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,426$510KnewTimeline
CVA Family Office, LLC5,294$498K0.05%+9713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,282$497K<0.01%+13613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,218$491K0.31%-14413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,104$480K<0.01%+62813F-HRTimelineGroup
&PARTNERS5,055$475K<0.01%+85713F-HRTimeline
Cloud Capital Management, LLC4,990$469K0.2%013F-HRTimeline
Sigma Planning Corp4,985$469K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,972$468K<0.01%-25913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,719$448K<0.01%-2,90113F-HRTimeline
Legacy Wealth Advisors, LLC4,499$423K0.22%+2,29513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,452$419K<0.01%-48413F-HRTimelineGroup
Wealthspire Advisors, LLC4,434$417K<0.01%013F-HRTimeline
NewEdge Advisors, LLC4,356$410K<0.01%-3,34213F-HR/ATimeline
Waverly Advisors, LLC4,336$408K<0.01%+2,59513F-HRTimeline
Ullmann Wealth Partners Group, LLC4,325$407K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC4,314$406K0.01%-1,64913F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,219$397K0.02%-13213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,100$386K<0.01%-28113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,986$375K0.02%013F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC3,889$366K0.2%-7413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,864$363K<0.01%+1,20413F-HRTimelineGroup
Gotham Asset Management, LLC3,810$358K<0.01%013F-HRTimeline
SEVEN MILE ADVISORY3,799$357K0.26%new13F-HRTimeline
GTS SECURITIES LLC3,768$354K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,682$346K<0.01%013F-HRTimelineGroup
Morton Capital Management LLC/CA3,659$344K0.05%-7013F-HRTimeline
One Wealth Management Investment & Advi…3,639$342K0.41%013F-HRTimeline
Maia Wealth LLC3,595$338K0.06%+1,04013F-HRTimeline
FSM Wealth Advisors, LLC3,594$338K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,416$321K<0.01%-19013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,298$310K<0.01%+96713F-HRTimeline
waypoint wealth counsel3,191$300K0.16%013F-HRTimeline
Busey Bank3,132$295K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,076$289K<0.01%-2,75913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,033$285K<0.01%-54713F-HRTimelineGroup
Fiduciary Wealth Partners, LLC2,997$282K0.18%new13F-HRTimeline
Advisors Capital Management, LLC2,910$274K<0.01%-16813F-HRTimeline
Evernest Financial Advisors, LLC2,725$271K0.06%013F-HRTimeline
Balefire, LLC2,761$260K0.05%-2513F-HRTimeline
Sunrise Financial Services, LLC2,680$252K0.18%new13F-HRTimeline
Cooksen Wealth, LLC2,647$249K0.18%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,644$249K<0.01%-25113F-HRTimelineGroup
Clark Capital Management Group, Inc.2,644$249K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.2,618$246K0.02%013F-HRTimeline
Ironwood Investment Counsel, LLC2,565$241K0.03%+40413F-HRTimeline
Cambridge Investment Research Advisors,…2,559$241K<0.01%-53613F-HRTimeline
Miller Global Investments, LLC2,549$240K0.22%-8813F-HRTimeline
HB Wealth Management, LLC2,533$238K<0.01%+37513F-HRTimeline
Cedarwood Wealth LLC2,513$236K0.24%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,474$233K0.01%+11913F-HRTimeline
Wealthfront Advisers LLC2,449$230K<0.01%-21913F-HRTimeline
Beverly Hills Private Wealth, LLC2,390$225K0.04%+3013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,385$224K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC2,386$224K0.01%-5513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,369$223K0.02%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,363$222K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC2,272$214K<0.01%013F-HRTimeline
Crewe Advisors LLC2,100$198K0.02%013F-HRTimeline
Qube Research & Technologies Ltd1,861$175K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,840$169K0.01%+71313F-HRTimeline
Strategic Wealth Partners, Ltd.1,576$148K0.01%-9713F-HRTimeline
Clearstead Advisors, LLC1,437$135K<0.01%+13213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,358$128K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,331$125K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,300$122K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1,060$99.7K<0.01%new13F-HRTimeline
Allworth Financial LP880$82.8K<0.01%+9513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/846$79.6K0.01%+83413F-HRTimeline
AE Wealth Management LLC833$78.4K<0.01%-9713F-HRTimeline
Destiny Wealth Partners, LLC827$77.8K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC799$75.2K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC707$66.9K<0.01%+113F-HRTimeline
Blue Trust, Inc.662$62.3K<0.01%-913F-HRTimeline
Turtle Creek Wealth Advisors, LLC628$59.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…597$56.2K<0.01%-67513F-HRTimeline
Advisory Services Network, LLC585$55K<0.01%new13F-HRTimeline
MAI Capital Management566$53.2K<0.01%-2513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…565$53.1K0.01%013F-HRTimeline
Richard Bernstein Advisors LLC555$52.2K<0.01%-6313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources512$48.2K<0.01%+40413F-HRTimelineGroup
AdvisorNet Financial, Inc495$46.6K<0.01%013F-HRTimeline
GAMMA Investing LLC486$45.7K<0.01%+15613F-HRTimeline
BAYBAN459$43.2K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP442$41K<0.01%+42513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…429$40.6K<0.01%-8013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC407$38.3K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC406$38.2K<0.01%+5113F-HRTimeline
Capital Investment Counsel, Inc345$32.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp335$31.5K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.323$30.4K<0.01%+8713F-HRTimelineGroup
Wellington Grp LLC302$28.4K0.01%+1413F-HRTimeline
Avalon Trust Co290$27.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.289$27K<0.01%+6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.224$21.1K<0.01%+4913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$19.3K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.202$19K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…188$17.7K<0.01%-113F-HRTimeline
LANARK FINANCIAL, INC.186$17.5K<0.01%+17313F-HRTimeline
Aventura Private Wealth, LLC181$17K0.01%-1613F-HRTimeline
NFSG Corp180$16.9K<0.01%+3413F-HRTimeline
Longview Financial Advisors LLC166$15.6K0.01%013F-HRTimeline
Archer Investment Corp152$14.3K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT152$14.3K<0.01%013F-HRTimeline
Arax Advisory Partners151$14.2K<0.01%+2413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC141$14K<0.01%-4713F-HRTimeline
Delos Wealth Advisors, LLC141$13.3K0.01%-5813F-HRTimeline
Rossby Financial, LCC130$12.3K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC123$12.1K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…127$11.9K<0.01%-11113F-HRTimelineGroup