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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

99 managers (100 13F filers) reported a position in BBHY shares at 2025-03-31, 12,000,832 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
99
13F filers
100
New
11
Added
42
Reduced
34
Sold out
14
Shares held by filers
12,000,832

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO2,197,140$101M0.01%-5,745,94513F-HRTimelineGroup
LPL Financial LLC1,528,344$70.4M0.03%+78,95213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,072,478$49.4M<0.01%+58,51613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding770,126$35.5M+38,143Timeline
MORGAN STANLEYin group MORGAN STANLEY722,001$33.2M<0.01%+52,62613F-HRTimelineGroup
Janney Montgomery Scott LLC608,536$28M0.08%+30,89913F-HRTimeline
Vestmark Advisory Solutions, Inc.564,813$26M0.67%+65,80513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…541,193$24.9M0.54%+8,66813F-HRTimelineGroup
HighTower Advisors, LLC473,374$21.8M0.03%+6,11413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.455,937$21M<0.01%-26,86713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC318,453$14.7M0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…312,551$14.4M0.05%+33,34113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC250,256$11.5M0.03%-10,55313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC216,185$9.96M0.43%+1,18813F-HR/ATimeline
Cetera Investment Advisers145,839$6.72M0.01%+33,95813F-HRTimeline
Ocean Park Asset Management, LLC127,000$5.85M0.21%+81,60013F-HRTimeline
Windsor Capital Management, LLC118,562$5.46M1.68%-2,94413F-HRTimeline
Royal Fund Management, LLC99,877$4.61M0.55%+3,59713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,262$4.53M0.06%+2,90413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.97,560$4.49M0.68%+4,26513F-HRTimeline
OLD MISSION CAPITAL LLC89,610$4.13M0.08%-4,91213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP87,822$4.04M0.1%+5,29313F-HRTimeline
Vawter Financial, Ltd.77,970$3.59M2.01%+24,63713F-HRTimeline
Blue Oak Capital, LLC72,654$3.35M1.85%-2,75613F-HRTimeline
MML INVESTORS SERVICES, LLC63,188$2.91M0.01%+3,07913F-HRTimeline
MN Wealth Advisors, LLC55,889$2.57M1.51%-2,18013F-HRTimeline
ALBION FINANCIAL GROUP /UT51,215$2.36M0.17%+21,40313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,933$2.21M0.01%-85313F-HRTimeline
Investment Partners Asset Management, I…46,226$2.13M1.67%-53313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,786$2.06M0.06%+1,52313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,860$2.02M<0.01%+2,68213F-HRTimelineGroup
Menard Financial Group LLC43,992$2M1.31%-13813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,226$1.99M<0.01%-4913F-HRTimelineGroup
Wolf Group Capital Advisors40,185$1.85M0.62%+8,86713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,052$1.75M0.01%+4,12213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,457$1.63M<0.01%-2,92413F-HRTimelineGroup
Simmons Bankin group Simmons Bank33,025$1.52M0.11%-78213F-HRTimelineGroup
5T Wealth, LLC31,840$1.47M0.83%-5,74613F-HRTimeline
Graypoint LLC29,284$1.35M0.08%+2,50613F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,456$1.26M0.04%-60913F-HRTimeline
WCG Wealth Advisors LLC25,109$1.16M0.09%+5,68113F-HR/ATimeline
Visionary Wealth Advisors21,403$986K0.06%-10,23613F-HRTimeline
Integrated Wealth Concepts LLC21,160$974K0.01%-43813F-HRTimeline
Sigma Planning Corp17,134$789K0.03%+4,44513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.16,518$761K1.15%+1,44813F-HRTimeline
Wayfinding Financial, LLC15,551$716K0.31%+66613F-HRTimeline
MAI Capital Management11,522$531K<0.01%-1,00013F-HRTimeline
Farther Finance Advisors, LLC11,426$523K0.01%+3,39913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,426$480K0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,163$422K0.01%-3,40913F-HRTimeline
Gateway Wealth Partners, LLC8,727$402K0.09%+1,87413F-HRTimeline
GeoWealth Management, LLC7,666$353K0.01%-66213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,339$338K<0.01%-1,82513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,151$329K<0.01%-74513F-HRTimelineGroup
Acorn Wealth Advisors, LLC6,857$316K0.13%-713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,195$285K0.01%-81513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,178$284K<0.01%+74413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,133$282K<0.01%+1,14713F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,932$273K0.01%-20513F-HRTimelineGroup
CGN Advisors LLC5,771$266K0.03%-76213F-HRTimeline
Virtue Capital Management, LLC5,720$263K0.03%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK5,387$255K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,473$252K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,829$222K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,935$181K0.01%-6413F-HRTimeline
PRIVATE TRUST CO NA3,930$181K0.02%+9413F-HRTimeline
Rosenberg Matthew Hamilton3,601$166K0.04%-14113F-HRTimeline
Sound Income Strategies, LLC3,593$165K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,141$98.6K0.08%+6713F-HRTimeline
Capital Investment Advisory Services, L…1,820$83.8K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,588$73.1K0.01%+64513F-HRTimeline
Continuum Advisory, LLC1,065$49K0.01%013F-HRTimeline
LGT Financial Advisors LLC909$41.9K0.13%+24113F-HRTimeline
NFSG Corp760$35K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC673$31K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…573$26.4K<0.01%+1413F-HRTimeline
NewEdge Advisors, LLC551$25.4K<0.01%+9313F-HRTimeline
Geneos Wealth Management Inc.525$24.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC508$23.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC465$21K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co400$18.4K0.01%-23913F-HRTimeline
N.E.W. Advisory Services LLC398$18.3K<0.01%new13F-HRTimeline
NorthRock Partners, LLC395$18.2K<0.01%new13F-HRTimeline
COMERICA BANK361$16.6K<0.01%+2413F-HRTimeline
Rossby Financial, LCC322$14.7K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.246$11.3K<0.01%+513F-HRTimeline
Sunbelt Securities, Inc.212$9.76K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…196$9.03K<0.01%-1,34613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166$7.65K<0.01%-113F-HRTimelineGroup
McIlrath & Eck, LLC151$6.93K<0.01%+313F-HRTimeline
AE Wealth Management LLC86$3.96K<0.01%new13F-HRTimeline
WealthShield Partners, LLC85$3.91K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78$3.59K<0.01%new13F-HR/ATimelineGroup
SBI Securities Co., Ltd.65$2.99K<0.01%+5413F-HRTimeline
FMR LLCin group FMR LLC62$2.86K<0.01%-1613F-HRTimelineGroup
Larson Financial Group LLC38$1.76K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$185<0.01%013F-HRTimeline
NewSquare Capital LLC3$138<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-11,26613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.