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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

112 managers (112 13F filers) reported a position in BBHY shares at 2025-12-31, 11,011,728 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
112
13F filers
112
New
15
Added
49
Reduced
28
Sold out
6
Shares held by filers
11,011,728

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO2,149,242$99.9M0.01%-140,90813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,348,981$62.7M0.02%+971,21513F-HRTimelineGroup
LPL Financial LLC1,068,484$49.7M0.01%+57,77613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/989,498$46M<0.01%+15,50813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY642,888$29.9M<0.01%+19,58813F-HR/ATimelineGroup
Bernicke Wealth Management, Ltd.604,583$28.1M3.61%13F-HRTimeline
HighTower Advisors, LLC486,077$22.6M0.02%+15,56213F-HRTimeline
Janney Montgomery Scott LLC459,172$21.4M0.05%+48,83213F-HRTimeline
Vestmark Advisory Solutions, Inc.328,707$15.3M0.21%+32,73413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.280,701$13.1M<0.01%-73,83013F-HRTimelineGroup
Ocean Park Asset Management, LLC265,700$12.4M0.58%013F-HRTimeline
Cambridge Investment Research Advisors,…171,986$8M0.02%-17,77713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC164,320$7.64M0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC144,794$6.73M0.01%-12213F-HRTimelineGroup
WCG Wealth Advisors LLC126,113$5.86M0.16%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.118,408$5.51M0.57%+5,70413F-HRTimeline
Royal Fund Management, LLC112,796$5.25M0.48%+71,21613F-HRTimeline
Vawter Financial, Ltd.112,335$5.22M2.21%+9,78813F-HR/ATimeline
Windsor Capital Management, LLC108,381$5.04M1.39%-4,16313F-HRTimeline
Empowered Funds, LLC98,556$4.58M0.08%+13,75213F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP97,086$4.51M0.09%+70113F-HRTimeline
Cetera Investment Advisers96,543$4.49M<0.01%+10,09013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,325$3.88M0.01%-17,41213F-HRTimelineGroup
OLD MISSION CAPITAL LLC71,322$3.32M0.13%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,107$3.21M<0.01%+6,46613F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT46,740$2.17M0.14%-5,72913F-HRTimeline
Investment Partners Asset Management, I…46,056$2.14M1.33%+55613F-HRTimeline
Menard Financial Group LLC40,910$1.9M1.31%-1,43013F-HRTimeline
MML INVESTORS SERVICES, LLC38,580$1.79M<0.01%+3,29213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,616$1.75M0.04%+7,40313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,750$1.66M0.01%+3,70713F-HRTimelineGroup
5T Wealth, LLC32,655$1.52M0.61%+4,91013F-HRTimeline
Portfolio Strategies, Inc.32,239$1.5M0.17%+71213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,623$1.33M<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,520$1.33M0.02%+4,74713F-HRTimelineGroup
MN Wealth Advisors, LLC28,235$1.31M0.66%+1,49513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,025$1.13M<0.01%013F-HRTimelineGroup
Sigma Planning Corp23,910$1.11M0.03%+1,53813F-HRTimeline
Nolet Wealth Management, LLC23,506$1.09M0.61%13F-HR/ATimeline
Simmons Bankin group Simmons Bank23,144$1.08M0.07%-4,00613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,512$820K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC17,372$808K0.01%-1,06213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,883$785K0.09%+1,48113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,873$738K<0.01%+78013F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,091$609K<0.01%+88513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,503$581K<0.01%-63613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,341$574K0.02%+29513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB11,901$553K0.01%-8013F-HRTimeline
Hopwood Nicholas Hunter11,850$551K0.18%13F-HRTimeline
Dynamic Advisor Solutions LLC11,635$541K0.02%-6213F-HRTimeline
Midwestern Financial, LLC /IA10,706$498K0.41%+15113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,685$497K0.01%+1,14913F-HRTimelineGroup
MAI Capital Management10,222$475K<0.01%-10013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,009$419K0.05%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,989$371K0.71%-5013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,737$360K0.02%+1,47713F-HRTimelineGroup
Composition Wealth, LLC7,222$336K<0.01%-6813F-HRTimeline
ORG Partners LLC7,127$331K0.06%+71013F-HRTimeline
IFP Advisors, Inc7,016$326K0.01%+1,52313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,020$326K0.01%+40613F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC6,604$307K0.09%+7313F-HRTimeline
Advisory Services Network, LLC6,593$307K<0.01%+1,79713F-HRTimeline
Wayfinding Financial, LLC6,399$299K0.13%+14613F-HRTimeline
Farther Finance Advisors, LLC6,039$281K<0.01%+71613F-HRTimeline
Sepio Capital, LP6,000$279K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,988$278K<0.01%+83713F-HRTimelineGroup
CGN Advisors LLC5,676$264K0.02%-11913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK5,387$255K0.02%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,296$246K0.04%+25913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,280$246K<0.01%-27813F-HRTimelineGroup
Global Retirement Partners, LLC5,199$242K<0.01%+5113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,513$210K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton3,416$159K0.03%-18513F-HRTimeline
GeoWealth Management, LLC2,975$138K0.01%-8613F-HRTimeline
Keating Financial Advisory Services, In…2,150$100K0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,997$92.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,973$91.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,638$76.2K<0.01%-1,82513F-HR/ATimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,560$72.5K0.02%+11113F-HRTimeline
Steward Partners Investment Advisory, L…1,417$65.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,394$64.8K<0.01%+2813F-HRTimeline
AdvisorNet Financial, Inc1,282$59.6K<0.01%+22113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,118$52.2K<0.01%+42713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…967$45.2K<0.01%+1013F-HRTimelineGroup
NFSG Corp760$35.3K0.01%013F-HRTimeline
SBI Securities Co., Ltd.717$33.3K<0.01%-75013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…517$24K<0.01%+32113F-HR/ATimelineGroup
Vision Retirement, LLC456$21.2K0.01%13F-HRTimeline
N.E.W. Advisory Services LLC398$18.5K<0.01%013F-HRTimeline
LGT Financial Advisors LLC378$17.6K0.11%-1013F-HRTimeline
Missouri Trust & Investment Co375$17.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.260$12.1K<0.01%+513F-HRTimeline
NewEdge Advisors, LLC179$8.34K<0.01%-37613F-HRTimeline
Rossby Financial, LCC176$8.18K<0.01%-14613F-HRTimeline
AE Wealth Management LLC171$7.97K<0.01%+7113F-HRTimeline
Cordgrass Capital Advisors, LLC159$7.39K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135$6.28K<0.01%new13F-HRTimelineGroup
Triumph Capital Management104$4.84K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC104$4.81K<0.01%-37013F-HRTimelineGroup
COMERICA BANK96$4.44K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.92$4.28K<0.01%013F-HRTimeline
Fairway Wealth LLC88$4.09K<0.01%new13F-HRTimeline
WealthShield Partners, LLC85$3.95K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$2.34K<0.01%-4513F-HRTimeline
Wilkerson Advisory Group LLC48$2.23K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.42$1.95K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41$1.91K<0.01%new13F-HRTimeline
Larson Financial Group LLC40$1.88K<0.01%013F-HRTimeline
SageView Advisory Group, LLC38$1.77K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35$1.62K<0.01%-1,68713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11$512<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$186<0.01%013F-HRTimeline