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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

99 managers (99 13F filers) reported a position in BBHY shares at 2025-06-30, 8,695,627 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
99
13F filers
99
New
12
Added
23
Reduced
48
Sold out
15
Shares held by filers
8,695,627

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO2,089,235$97.4M0.01%-107,90513F-HRTimelineGroup
LPL Financial LLC1,006,055$46.9M0.02%-522,28913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/887,664$41.4M<0.01%-184,81413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.541,156$25.2M0.36%-23,65713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.462,650$21.6M<0.01%+6,71313F-HRTimelineGroup
HighTower Advisors, LLC460,964$21.5M0.03%-12,41013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY434,642$20.3M<0.01%-287,35913F-HRTimelineGroup
Janney Montgomery Scott LLC366,052$17.1M0.04%-242,48413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding320,194$14.9M-449,932Timeline
Cambridge Investment Research Advisors,…183,166$8.54M0.03%-129,38513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC140,512$6.55M0.02%-109,74413F-HRTimelineGroup
Ocean Park Asset Management, LLC127,000$5.85M0.21%013F-HRTimeline
Windsor Capital Management, LLC115,019$5.36M1.56%-3,54313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC108,434$5.06M<0.01%new13F-HRTimelineGroup
Royal Fund Management, LLC103,486$4.83M0.51%+3,60913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.103,361$4.82M0.63%+5,80113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP94,204$4.39M0.1%+6,38213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,991$3.84M0.01%+47,53413F-HR/ATimelineGroup
Cetera Investment Advisers74,491$3.47M0.01%-71,34813F-HRTimeline
CW Advisors, LLC74,049$3.45M0.03%new13F-HRTimeline
Empowered Funds, LLC62,648$2.91M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,715$2.46M<0.01%+8,85513F-HRTimelineGroup
OLD MISSION CAPITAL LLC52,376$2.44M0.07%-37,23413F-HRTimeline
ALBION FINANCIAL GROUP /UT51,186$2.39M0.16%-2913F-HRTimeline
Investment Partners Asset Management, I…46,198$2.15M1.5%-2813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,757$2.09M<0.01%-3,17613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,226$2.02M<0.01%013F-HR/ATimelineGroup
Menard Financial Group LLC42,510$1.98M1.18%-1,48213F-HRTimeline
MML INVESTORS SERVICES, LLC34,070$1.59M<0.01%-29,11813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,305$1.55M<0.01%new13F-HRTimelineGroup
Simmons Bankin group Simmons Bank30,969$1.44M0.1%-2,05613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,402$1.42M0.04%-14,38413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,947$1.21M0.01%-72,31513F-HRTimelineGroup
MN Wealth Advisors, LLC25,480$1.19M0.69%-30,40913F-HRTimeline
WCG Wealth Advisors LLC24,105$1.12M0.07%-1,00413F-HRTimeline
Graypoint LLC22,992$1.07M0.06%-6,29213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,881$1.07M0.01%-15,17113F-HRTimelineGroup
5T Wealth, LLC19,335$902K0.46%-12,50513F-HRTimeline
Sigma Planning Corp18,450$860K0.03%+1,31613F-HRTimeline
Integrated Wealth Concepts LLC17,795$830K0.01%-3,36513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,978$699K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB12,041$562K0.01%-15,41513F-HRTimeline
Dynamic Advisor Solutions LLC11,682$545K0.02%+2,51913F-HRTimeline
MAI Capital Management10,422$486K<0.01%-1,10013F-HRTimeline
Midwestern Financial, LLC /IA10,414$486K0.46%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,757$455K0.01%+9,24913F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,651$450K<0.01%+9,18613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,246$385K0.01%-532,94713F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.7,893$368K0.5%-8,62513F-HRTimeline
Blue Oak Capital, LLC7,603$355K0.19%-65,05113F-HRTimeline
Farther Finance Advisors, LLC7,301$341K0.01%-4,12513F-HRTimeline
Acorn Wealth Advisors, LLC7,091$331K0.12%+23413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,637$310K0.01%+70513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,924$276K<0.01%-20913F-HR/ATimelineGroup
Wayfinding Financial, LLC5,884$273K0.12%-9,66713F-HRTimeline
CGN Advisors LLC5,784$270K0.02%+1313F-HRTimeline
Vawter Financial, Ltd.5,717$267K3.01%-72,25313F-HR/ATimeline
Advisory Services Network, LLC5,535$258K<0.01%+70613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,475$255K0.01%-72013F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK5,387$255K0.02%013F-HRTimeline
Fort Point Capital Partners LLC5,392$251K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,982$232K<0.01%-1,19613F-HRTimelineGroup
ORG Partners LLC4,995$232K0.05%new13F-HRTimeline
IFP Advisors, Inc4,678$218K0.01%+74313F-HRTimeline
Atria Wealth Solutions, Inc.4,668$218K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,528$211K0.01%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,517$211K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton3,601$168K0.04%013F-HRTimeline
Sound Income Strategies, LLC3,594$168K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA1,949$90.9K0.01%-1,98113F-HRTimeline
Steward Partners Investment Advisory, L…1,417$66.1K<0.01%+84413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,339$62.1K0.04%-80213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,334$62.1K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,020$47.6K<0.01%-80013F-HRTimeline
AdvisorNet Financial, Inc863$40.2K<0.01%-72513F-HRTimeline
NFSG Corp760$35.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.725$33.8K<0.01%+20013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC621$29K<0.01%-5213F-HRTimeline
LGT Financial Advisors LLC612$28.5K0.07%-29713F-HRTimeline
NewEdge Advisors, LLC553$25.8K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC500$23.3K<0.01%+43813F-HRTimelineGroup
N.E.W. Advisory Services LLC398$18.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co375$17.5K0.01%-2513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC357$16.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC322$15K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…301$14K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.251$11.7K<0.01%+513F-HRTimeline
Sunbelt Securities, Inc.212$9.77K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…196$9.14K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC154$7.18K<0.01%+313F-HRTimeline
COMERICA BANK92$4.31K<0.01%-26913F-HRTimeline
WealthShield Partners, LLC85$3.96K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.65$3.03K<0.01%013F-HRTimeline
Larson Financial Group LLC39$1.82K<0.01%+113F-HRTimeline
Family Legacy Financial Solutions, LLC32$1.49K<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$140<0.01%-113F-HRTimeline
NewSquare Capital LLC3$140<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%-16613F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.