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Disclosery

BBHY J P MORGAN EXCHANGE TRADED F

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HIGH YLD RESRCH (fund)

111 managers (113 13F filers) reported a position in BBHY shares at 2026-03-31, 9,926,629 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
111
13F filers
113
New
13
Added
33
Reduced
51
Sold out
9
Shares held by filers
9,926,629

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO2,234,333$101M0.01%+85,09113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,411,791$64.7M0.02%+62,81013F-HRTimelineGroup
LPL Financial LLC914,644$41.9M0.01%-153,84013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY616,506$28.3M<0.01%-26,38213F-HRTimelineGroup
Bernicke Wealth Management, Ltd.615,732$28.2M3.65%+11,14913F-HRTimeline
HighTower Advisors, LLC501,607$23M0.02%+15,53013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/441,681$20.2M<0.01%-547,81713F-HRTimelineGroup
Janney Montgomery Scott LLC310,530$14.2M0.04%-148,64213F-HRTimeline
Ocean Park Asset Management, LLC265,700$12.2M0.7%013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.186,329$8.54M0.09%-142,37813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.169,763$7.78M<0.01%-110,93813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,871$6.18M0.01%-29,44913F-HRTimelineGroup
Cambridge Investment Research Advisors,…124,839$5.72M0.01%-47,14713F-HRTimeline
WCG Wealth Advisors LLC121,225$5.56M0.16%-4,88813F-HRTimeline
Vawter Financial, Ltd.120,932$5.54M2.33%+8,59713F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.118,778$5.44M0.56%+37013F-HRTimeline
Royal Fund Management, LLC111,316$5.1M0.49%-1,48013F-HRTimeline
Empowered Funds, LLC111,162$5.06M0.03%+12,60613F-HR/ATimeline
Windsor Capital Management, LLC108,184$4.96M1.4%-19713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP95,748$4.39M0.09%-1,33813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC94,378$4.33M0.01%-50,41613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,240$3.77M0.01%-1,08513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,729$3.42M<0.01%+5,62213F-HRTimelineGroup
Cetera Investment Advisers70,015$3.21M<0.01%-26,52813F-HRTimeline
Summit Financial, LLC64,181$2.94M0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC49,045$2.25M0.03%+20,52513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT48,815$2.24M0.14%+2,07513F-HRTimeline
Investment Partners Asset Management, I…46,724$2.14M1.32%+66813F-HRTimeline
UBS Group AGgroup of 2 filers holding44,482$2.04MnewTimeline
Menard Financial Group LLC41,462$1.9M1.33%+55213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,409$1.67M0.01%+65913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,638$1.54M0.04%-3,97813F-HRTimelineGroup
Portfolio Strategies, Inc.32,239$1.48M0.18%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,219$1.34M<0.01%+59613F-HRTimelineGroup
Sigma Planning Corp24,292$1.11M0.03%+38213F-HRTimeline
Nolet Wealth Management, LLC23,506$1.08M0.61%013F-HRTimeline
MML INVESTORS SERVICES, LLC22,965$1.05M<0.01%-15,61513F-HRTimeline
5T Wealth, LLC22,502$1.03M0.41%-10,15313F-HRTimeline
Integrated Wealth Concepts LLC20,506$940K0.01%+3,13413F-HRTimeline
Simmons Bankin group Simmons Bank17,529$803K0.05%-5,61513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,870$773K<0.01%-7,15513F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,651$763K0.02%+5,01613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,544$755K<0.01%-96813F-HRTimelineGroup
MN Wealth Advisors, LLC16,151$740K0.36%-12,08413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,211$605K0.01%+2,52613F-HRTimelineGroup
Independent Wealth Network Inc.12,921$592K0.18%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,746$584K0.07%-4,13713F-HRTimeline
CWM, LLCin group CWM, LLC12,006$550K<0.01%-1,08513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,844$543K<0.01%-65913F-HRTimeline
Legacy Edge Advisors, LLC11,543$529K0.06%new13F-HRTimeline
Hopwood Nicholas Hunter11,397$522K0.17%-45313F-HRTimeline
Midwestern Financial, LLC /IA10,859$498K0.39%+15313F-HRTimeline
MAI Capital Management10,002$458K<0.01%-22013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,583$439K0.01%+2,56313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,176$421K+1,439Timeline
Ascent Group, LLCin group Ascent Group, LLC8,967$411K0.01%-3,37413F-HRTimelineGroup
TBH Global Asset Management, LLC8,727$400K0.08%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,298$380K0.04%-71113F-HRTimeline
Advisory Services Network, LLC7,544$346K<0.01%+95113F-HRTimeline
Composition Wealth, LLC7,222$331K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC6,684$306K0.09%+8013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,555$300K0.02%new13F-HRTimelineGroup
IFP Advisors, Inc6,382$292K0.01%-63413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,297$289K<0.01%+30913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB6,234$286K0.01%-5,66713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,098$279K0.5%-1,89113F-HRTimeline
Sepio Capital, LP6,000$275K0.01%013F-HRTimeline
WNY Asset Management, LLC5,429$249K0.03%13F-HRTimeline
Farther Finance Advisors, LLC5,366$245K<0.01%-67313F-HRTimeline
Keating Financial Advisory Services, In…5,241$240K0.04%+3,09113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,100$234K0.03%-19613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,819$221K<0.01%-46113F-HRTimelineGroup
CGN Advisors LLC4,736$217K0.02%-94013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,458$204K<0.01%-5513F-HRTimeline
Rosenberg Matthew Hamilton3,416$157K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,973$90.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,549$71K0.01%-44813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,423$65.2K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,417$64.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,320$60.5K<0.01%+3813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,030$47.2K<0.01%-60813F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.909$41.7K0.03%-65113F-HRTimeline
Capital Investment Advisory Services, L…867$39.7K<0.01%-52713F-HRTimeline
NFSG Corp760$34.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…709$32.5K<0.01%+19213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC621$28.5K<0.01%-49713F-HRTimeline
HARBOUR INVESTMENTS, INC.554$25.4K<0.01%+29413F-HRTimeline
Vision Retirement, LLC425$19.5K0.01%-3113F-HRTimeline
N.E.W. Advisory Services LLC398$18.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.377$17.3K<0.01%-34013F-HRTimeline
Missouri Trust & Investment Co375$17.2K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC343$15.7K<0.01%+18413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN262$12K<0.01%+22713F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…246$11.3K<0.01%-72113F-HRTimelineGroup
LGT Financial Advisors LLC242$11.1K0.06%-13613F-HRTimeline
Cornerstone Planning Group LLC187$8.6K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC186$8.52K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC181$8.3K<0.01%+213F-HR/ATimeline
Rossby Financial, LCC124$5.66K<0.01%-5213F-HRTimeline
AE Wealth Management LLC100$4.58K<0.01%-7113F-HRTimeline
Triumph Capital Management99$4.54K<0.01%-513F-HRTimeline
Sunbelt Securities, Inc.92$4.22K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$2.28K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.42$1.93K<0.01%013F-HRTimeline
Larson Financial Group LLC41$1.89K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41$1.88K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30$1.38K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$596<0.01%+213F-HRTimelineGroup
FMR LLCin group FMR LLC12$528<0.01%-9213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …5$229<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$92<0.01%-213F-HRTimeline