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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

107 managers (109 13F filers) reported a position in BBHY shares at 2026-06-30, 10,001,401 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
107
13F filers
109
New
5
Added
58
Reduced
27
Sold out
9
Shares held by filers
10,001,401

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 & CO2,075,605$95.7M0.01%-158,72813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,522,723$70.2M0.02%+110,93213F-HRTimelineGroup
LPL Financial LLC950,580$43.8M0.01%+35,93613F-HRTimeline
Bernicke Wealth Management, Ltd.644,153$29.7M3.45%+28,42113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY602,055$27.8M<0.01%-14,45113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/486,981$22.4M<0.01%+45,30013F-HRTimelineGroup
HighTower Advisors, LLC402,794$18.6M0.02%-98,81313F-HRTimeline
Janney Montgomery Scott LLC344,224$15.9M0.03%+33,69413F-HRTimeline
Ocean Park Asset Management, LLC265,700$12.2M0.59%013F-HRTimeline
Vestmark Advisory Solutions, Inc.186,314$8.59M0.08%-1513F-HRTimeline
Vawter Financial, Ltd.135,858$6.26M2.36%+14,92613F-HRTimeline
Empowered Funds, LLC135,992$6.23M0.03%+24,83013F-HRTimeline
WCG Wealth Advisors LLC133,282$6.14M0.15%+12,05713F-HRTimeline
Cambridge Investment Research Advisors,…129,768$5.98M0.01%+4,92913F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.126,774$5.84M0.56%+7,99613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP120,802$5.57M0.07%+25,05413F-HRTimeline
Highland Investment Advisors LLC119,600$5.51M2.4%13F-HRTimeline
Royal Fund Management, LLC116,306$5.36M0.45%+4,99013F-HRTimeline
Windsor Capital Management, LLC105,925$4.88M1.27%-2,25913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.105,010$4.84M<0.01%-64,75313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,936$4.42M0.01%+13,69613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC91,277$4.21M0.01%-3,10113F-HRTimelineGroup
Cetera Investment Advisers78,028$3.6M<0.01%+8,01313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,232$3.38M<0.01%-1,49713F-HRTimelineGroup
Summit Financial, LLC62,060$2.86M0.03%-2,12113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,541$2.51M0.03%+5,49613F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT52,785$2.43M0.14%+3,97013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,130$2.36M0.05%+17,49213F-HRTimelineGroup
Investment Partners Asset Management, I…48,060$2.22M1.24%+1,33613F-HRTimeline
UBS Group AGgroup of 2 filers holding44,717$2.06M+235Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC37,026$1.71M0.01%+61713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,609$1.69M+27,433Timeline
Menard Financial Group LLC36,093$1.66M0.91%-5,36913F-HRTimeline
Portfolio Strategies, Inc.32,239$1.49M0.15%013F-HRTimeline
MML INVESTORS SERVICES, LLC29,684$1.37M<0.01%+6,71913F-HRTimeline
Integrated Wealth Concepts LLC27,908$1.29M0.01%+7,40213F-HRTimeline
Sigma Planning Corp25,319$1.17M0.03%+1,02713F-HRTimeline
Nolet Wealth Management, LLC23,506$1.08M0.6%013F-HRTimeline
5T Wealth, LLC22,298$1.03M0.38%-20413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,665$953K<0.01%-8,55413F-HRTimelineGroup
Simmons Bankin group Simmons Bank17,779$820K0.05%+25013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,724$817K<0.01%+1,18013F-HRTimelineGroup
MN Wealth Advisors, LLC17,142$790K0.34%+99113F-HRTimeline
Dynamic Advisor Solutions LLC16,569$764K0.02%-8213F-HRTimeline
Farther Finance Advisors, LLC16,158$745K0.01%+10,79213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,845$730K<0.01%-1,02513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.14,504$669K0.01%+1,29313F-HRTimeline
Legacy Edge Advisors, LLC14,316$660K0.06%+2,77313F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,672$630K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.13,154$606K0.15%+23313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,104$558K0.01%+2,52113F-HRTimelineGroup
Midwestern Financial, LLC /IA11,015$508K0.36%+15613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,912$503K<0.01%-93213F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC10,327$476K0.01%+1,36013F-HRTimelineGroup
MAI Capital Management9,673$446K<0.01%-32913F-HRTimeline
TBH Global Asset Management, LLC8,773$404K0.07%+4613F-HRTimeline
Advisory Services Network, LLC8,345$385K<0.01%+80113F-HRTimeline
Hopwood Nicholas Hunter7,897$364K0.1%-3,50013F-HRTimeline
IFP Advisors, Inc7,263$335K0.01%+88113F-HRTimeline
Composition Wealth, LLC7,114$328K<0.01%-10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,798$313K<0.01%+50113F-HRTimelineGroup
Acorn Wealth Advisors, LLC6,722$310K0.08%+3813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,571$303K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB6,085$280K0.01%-14913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,040$278K0.43%-5813F-HRTimeline
Keating Financial Advisory Services, In…5,421$250K0.03%+18013F-HRTimeline
WNY Asset Management, LLC5,402$249K0.02%-2713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,057$233K0.03%-4313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,054$233K<0.01%+59613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,912$226K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,862$224K<0.01%+4313F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK4,844$223K0.02%13F-HRTimeline
Global Retirement Partners, LLC4,573$211K<0.01%13F-HRTimeline
CGN Advisors LLC4,552$210K0.02%-18413F-HRTimeline
Rosenberg Matthew Hamilton3,416$157K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,800$83K<0.01%-17313F-HRTimeline
PRIVATE TRUST CO NA1,528$70.4K0.01%-2113F-HRTimeline
AdvisorNet Financial, Inc1,446$66.7K<0.01%+12613F-HRTimeline
Glassman Wealth Services1,422$65.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,417$65.3K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.893$41.2K0.02%-1613F-HRTimeline
Capital Investment Advisory Services, L…886$40.8K<0.01%+1913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…856$39.5K<0.01%-17413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…813$37.5K<0.01%+10413F-HRTimelineGroup
NFSG Corp760$35K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC621$28.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.559$25.8K<0.01%+513F-HRTimeline
SBI Securities Co., Ltd.475$21.9K<0.01%+9813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN452$20.8K<0.01%+19013F-HRTimelineGroup
Vision Retirement, LLC425$19.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC398$18.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC368$17K<0.01%+35613F-HRTimelineGroup
Cordgrass Capital Advisors, LLC344$15.9K0.01%+113F-HRTimeline
Continuum Advisory, LLC341$15.7K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC250$11.5K0.06%+813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…247$11.4K<0.01%+113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC197$9.08K<0.01%+1113F-HRTimeline
Cornerstone Planning Group LLC198$9.06K<0.01%+1113F-HRTimeline
NewEdge Advisors, LLC183$8.43K<0.01%+213F-HRTimeline
Rossby Financial, LCC124$5.72K<0.01%013F-HRTimeline
Triumph Capital Management108$4.98K<0.01%+913F-HRTimeline
Strategic Wealth Partners, Ltd.42$1.94K<0.01%013F-HRTimeline
Larson Financial Group LLC42$1.93K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30$1.38K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15$691<0.01%+213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …5$230<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$93<0.01%013F-HRTimeline