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Disclosery

BBIN J P MORGAN EXCHANGE TRADED F

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COM (fund)

120 managers (121 13F filers) reported a position in BBIN shares at 2025-12-31, 69,335,018 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
120
13F filers
121
New
13
Added
49
Reduced
35
Sold out
12
Shares held by filers
69,335,018

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 & CO56,233,619$4.07B0.27%-29,30113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,574,797$259M0.02%+1,357,83013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC2,015,251$146M1.73%-51,48013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/872,901$63.1M<0.01%+43,96413F-HRTimelineGroup
Aptus Capital Advisors, LLC594,360$43M0.37%+52,46313F-HRTimeline
KELLY FINANCIAL GROUP LLC541,542$39.2M9.96%+14,84713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.491,630$35.6M0.05%-36,85113F-HRTimelineGroup
Pallas Capital Advisors LLC489,352$35.4M1.17%+50,33713F-HRTimeline
Perigon Wealth Management, LLC465,267$33.6M0.6%-64213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC457,852$33.1M0.07%+40,95613F-HRTimelineGroup
Cetera Investment Advisers375,405$27.1M0.03%+33,04213F-HRTimeline
LPL Financial LLC286,713$20.7M0.01%+12,23413F-HRTimeline
Advisory Services Network, LLC229,629$16.6M0.23%+19,13213F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…191,377$13.8M1.67%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC188,817$13.7M0.75%+4,24413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth164,790$11.9M0.01%+50,78713F-HRTimelineGroup
CWM, LLCin group CWM, LLC156,961$11.4M0.03%+10,56313F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC150,706$10.9M9.79%-75413F-HRTimeline
Graney & King, LLC134,778$9.75M5.7%+40,26813F-HRTimeline
Jacobi Capital Management LLC97,207$7.03M0.41%+3,88413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,668$6.92M<0.01%+7,84013F-HRTimelineGroup
Gateway Wealth Partners, LLC94,709$6.85M0.76%+4,00613F-HRTimeline
Clarius Group, LLC93,183$6.74M0.38%+1,70813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC88,523$6.4M<0.01%+19,11013F-HR/ATimelineGroup
Alpha Advisors, LLC/VA88,238$6.38M4.92%+1,76113F-HRTimeline
MML INVESTORS SERVICES, LLC80,567$5.83M0.01%+8,19013F-HRTimeline
MN Wealth Advisors, LLC76,296$5.52M2.79%+1,44813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC73,332$5.3M0.17%-333,95113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC66,966$4.84M0.17%+5,59713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,025$4.49M<0.01%+30,85813F-HRTimelineGroup
5T Wealth, LLC59,729$4.32M1.73%-22,25113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,639$3.59M<0.01%-5,93113F-HRTimelineGroup
Sanctuary Advisors, LLC45,006$3.25M0.02%+34,09413F-HRTimeline
Horizon Family Wealth, Inc.44,638$3.23M1.72%+1,56713F-HRTimeline
Private Advisor Group, LLC42,915$3.1M0.01%+4,32213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,982$2.31M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,997$2.24M<0.01%+66913F-HR/ATimelineGroup
ORG Partners LLC30,247$2.19M0.39%+4,91113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,003$2.03M<0.01%+1,91413F-HRTimeline
Northwest Wealth Advisors, LLC27,967$2.02M1.57%13F-HRTimeline
Geneos Wealth Management Inc.26,627$1.93M0.05%+70713F-HRTimeline
Emerald Advisors, LLC19,216$1.39M0.19%-21013F-HRTimeline
Ignite Planners, LLC16,521$1.26M0.19%+1,86813F-HRTimeline
Merited Wealth, LLC17,352$1.25M1.16%13F-HRTimeline
3Chopt Investment Partners, LLC17,199$1.24M0.28%-37713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15,698$1.24M0.36%-22013F-HRTimeline
Strategic Financial Concepts, LLC15,669$1.13M1.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…15,013$1.09M0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…14,875$1.08M<0.01%+5,48213F-HRTimeline
Insight Advisors, LLC/ PA14,470$1.05M0.16%-7613F-HRTimeline
Elevation Wealth Management LLC14,341$1.04M0.99%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,207$883K0.11%-2,67213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,605$839K0.01%+4,15513F-HRTimelineGroup
Creative Planningin group Creative Planning11,553$835K<0.01%-19513F-HRTimelineGroup
Qube Research & Technologies Ltd10,805$781K<0.01%-3,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,162$735K<0.01%-48313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC9,257$669K0.03%-1,23113F-HRTimeline
TFB Advisors LLC8,385$606K0.17%+47813F-HRTimeline
Grey Ledge Advisors, LLC7,800$564K0.13%013F-HRTimeline
Plan Group Financial, LLC7,201$521K0.14%+2,01413F-HRTimeline
Composition Wealth, LLC6,963$504K0.01%-31713F-HRTimeline
Cobblestone Asset Management LLC6,706$485K0.22%-91313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,641$480K0.16%+77913F-HRTimeline
MGO ONE SEVEN LLC6,322$457K0.01%+1,87413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,228$450K<0.01%-25,31213F-HRTimelineGroup
WealthPlan Investment Management, LLC5,601$405K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,371$388K0.01%+74213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,232$388K<0.01%-7,83813F-HRTimeline
IFP Advisors, Inc5,324$385K0.01%-6,25013F-HRTimeline
Farther Finance Advisors, LLC5,059$366K<0.01%-1,22913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,980$360K<0.01%-5,96513F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,909$355K-425Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,900$354K<0.01%-2,51013F-HRTimelineGroup
Janney Montgomery Scott LLC4,630$335K<0.01%new13F-HRTimeline
MB Generational Wealth, LLC4,445$321K0.17%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,258$308K<0.01%-7713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,136$299K<0.01%+10213F-HRTimelineGroup
NewEdge Advisors, LLC3,992$289K<0.01%+3,77413F-HRTimeline
SeaCrest Wealth Management, LLC3,832$283K0.03%+1213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,693$274K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,515$254K0.03%+16413F-HRTimeline
Capital Investment Advisory Services, L…3,256$235K0.02%+56213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,247$235K<0.01%+37113F-HRTimelineGroup
HRT FINANCIAL LP3,146$227K<0.01%-4,24213F-HRTimeline
FMR LLCin group FMR LLC2,748$199K<0.01%+3713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,521$182K<0.01%+20313F-HRTimeline
COMERICA BANK1,656$120K<0.01%-113F-HRTimeline
Key Financial Inc1,131$81.8K0.01%+8713F-HRTimeline
AlphaCore Capital LLC1,116$80.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,091$78.9K0.01%new13F-HRTimeline
WHITTIER TRUST CO983$72.9K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC924$66.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners830$60K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\778$56.3K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc657$47.5K<0.01%013F-HRTimeline
GGM Financial LLC617$44.6K0.02%-6913F-HRTimeline
Global Retirement Partners, LLC493$35.7K<0.01%-1013F-HRTimeline
Steward Partners Investment Advisory, L…397$28.7K<0.01%013F-HRTimeline
Allworth Financial LP384$27.8K<0.01%+11813F-HRTimeline
WealthShield Partners, LLC383$27.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management370$26.8K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN353$25.5K<0.01%-19913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC282$20.4K<0.01%new13F-HRTimelineGroup
HOEY INVESTMENTS, INC244$17.6K<0.01%new13F-HRTimeline
Vision Retirement, LLC229$16.6K<0.01%13F-HRTimeline
Rossby Financial, LCC183$13.2K<0.01%-14113F-HRTimeline
Smartleaf Asset Management LLC152$11.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC142$10.3K0.06%-19213F-HRTimeline
SageView Advisory Group, LLC111$8.03K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC78$5.88K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc58$4.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53$3.83K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC49$3.54K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23$1.66K<0.01%new13F-HRTimelineGroup
2UniFi Bank19$1.37K<0.01%013F-HRTimeline
Quent Capital, LLC16$1.18K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10$724<0.01%+213F-HRTimeline
Wilkerson Advisory Group LLC10$723<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1$72<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$11<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.