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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

104 managers (105 13F filers) reported a position in BBHY shares at 2024-12-31, 17,139,428 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
104
13F filers
105
New
15
Added
29
Reduced
44
Sold out
10
Shares held by filers
17,139,428

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO7,943,085$366M0.03%-6,708,45813F-HRTimelineGroup
LPL Financial LLC1,449,392$66.8M0.03%-31,21213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,013,962$46.7M<0.01%-331,80013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding731,983$33.7M-47,425Timeline
MORGAN STANLEYin group MORGAN STANLEY669,375$30.8M<0.01%-141,09013F-HR/ATimelineGroup
Janney Montgomery Scott LLC577,637$26.6M0.07%-51,34513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…532,525$24.5M0.55%+43,57213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.499,008$23M0.79%-28,32713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.482,804$22.2M<0.01%-42,92013F-HRTimelineGroup
HighTower Advisors, LLC467,260$21.5M0.03%+23,90213F-HRTimeline
Cambridge Investment Research Advisors,…279,210$12.9M0.04%-38,00913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC260,809$12M0.03%-50,50713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC214,997$9.91M0.42%-29,23813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC122,138$5.63M<0.01%new13F-HRTimelineGroup
Windsor Capital Management, LLC121,506$5.6M1.66%-6,25513F-HRTimeline
Cetera Investment Advisers111,881$5.16M0.01%+2,94013F-HRTimeline
Royal Fund Management, LLC96,280$4.45M0.48%+4,12013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC95,358$4.39M0.05%+3,32113F-HRTimelineGroup
OLD MISSION CAPITAL LLC94,522$4.36M0.1%+45,61213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.93,295$4.3M0.65%+5,90413F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP82,529$3.8M0.09%+1,29413F-HRTimeline
Blue Oak Capital, LLC75,410$3.5M2.13%13F-HRTimeline
MML INVESTORS SERVICES, LLC60,109$2.77M0.01%-5,66613F-HRTimeline
MN Wealth Advisors, LLC58,069$2.68M1.51%-10,59513F-HRTimeline
Vawter Financial, Ltd.53,333$2.46M1.48%+3,70813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,577$2.42M<0.01%-342,95813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV48,786$2.25M0.01%-63813F-HRTimeline
Investment Partners Asset Management, I…46,759$2.15M1.69%+10713F-HRTimeline
Ocean Park Asset Management, LLC45,400$2.09M0.07%013F-HRTimeline
Menard Financial Group LLC44,130$2.03M1.22%-18013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,275$1.99M<0.01%+4913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,263$1.99M0.06%+1,79313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,178$1.9M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,381$1.77M<0.01%-2,82113F-HR/ATimelineGroup
5T Wealth, LLC37,586$1.73M0.95%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,930$1.57M0.01%+9,21413F-HRTimelineGroup
Simmons Bankin group Simmons Bank33,807$1.56M0.11%-3,89513F-HRTimelineGroup
Visionary Wealth Advisors31,639$1.46M0.09%new13F-HRTimeline
Wolf Group Capital Advisors31,318$1.4M0.68%013F-HRTimeline
ALBION FINANCIAL GROUP /UT29,812$1.37M0.09%-1,35513F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,065$1.29M0.04%-6,72813F-HRTimeline
Graypoint LLC26,778$1.23M0.07%+8,10913F-HRTimeline
Integrated Wealth Concepts LLC21,598$995K0.01%-2,17713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,100$972K<0.01%-5,30013F-HRTimeline
WCG Wealth Advisors LLC19,428$895K0.06%-33813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.15,070$694K1.18%-1,63413F-HRTimeline
Wayfinding Financial, LLC14,885$690K0.37%-66513F-HRTimeline
Sigma Planning Corp12,689$585K0.02%+4,18113F-HRTimeline
Dynamic Advisor Solutions LLC12,572$579K0.03%+1613F-HRTimeline
MAI Capital Management12,522$577K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,266$525K0.03%+43513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,164$422K<0.01%-1,29213F-HR/ATimeline
HRT FINANCIAL LP8,558$394K<0.01%-64613F-HRTimeline
GeoWealth Management, LLC8,328$384K0.01%-2,91313F-HRTimeline
Farther Finance Advisors, LLC8,027$370K0.01%-2,33913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,896$364K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC7,010$323K0.02%-1,86613F-HRTimelineGroup
Acorn Wealth Advisors, LLC6,864$316K0.13%-2,18613F-HRTimeline
Gateway Wealth Partners, LLC6,853$316K0.08%+9513F-HRTimeline
Greenwich Wealth Management LLC6,826$315K0.02%new13F-HRTimeline
TBH Global Asset Management, LLC6,767$312K0.07%-6,23613F-HRTimeline
CGN Advisors LLC6,533$301K0.03%+1,30413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,137$283K0.01%+7213F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK5,387$255K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,434$250K<0.01%-13313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,018$231K0.04%-32013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,986$230K<0.01%-6513F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,558$210K0.02%-6513F-HRTimelineGroup
Creative Planningin group Creative Planning4,549$210K<0.01%-2,53113F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…4,521$208K0.03%new13F-HRTimeline
IFP Advisors, Inc3,999$184K0.01%+24013F-HRTimeline
Global Retirement Partners, LLC3,921$181K0.01%+1,88013F-HRTimeline
PRIVATE TRUST CO NA3,836$177K0.02%-65313F-HRTimeline
Rosenberg Matthew Hamilton3,742$172K0.04%013F-HRTimeline
Sound Income Strategies, LLC3,593$166K0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,074$96.2K0.07%-1,44013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,542$71.1K<0.01%+1,24813F-HRTimelineGroup
Continuum Advisory, LLC1,065$49.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc943$43.5K<0.01%new13F-HRTimeline
NFSG Corp760$35K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC673$31K<0.01%-6613F-HRTimeline
LGT Financial Advisors LLC668$30.8K0.07%-33213F-HRTimeline
Missouri Trust & Investment Co639$29.4K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…559$25.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.525$24.2K<0.01%+15013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC508$23.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC458$21.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC465$21K<0.01%013F-HRTimelineGroup
COMERICA BANK337$15.5K<0.01%-4413F-HR/ATimeline
HARBOUR INVESTMENTS, INC.241$11.1K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.212$9.83K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167$7.67K<0.01%-9,31913F-HRTimelineGroup
Human Investing LLC150$6.91K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC148$6.81K<0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG138$6.36K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC89$4.1K<0.01%13F-HRTimeline
WealthShield Partners, LLC85$3.94K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC78$3.6K<0.01%new13F-HRTimelineGroup
WR Wealth Planners, LLC48$2.21K<0.01%013F-HRTimeline
Larson Financial Group LLC38$1.73K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.11$507<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$185<0.01%new13F-HR/ATimeline
NewSquare Capital LLC3$138<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2$95<0.01%new13F-HRTimelineGroup