Skip to content
Disclosery

BBIN J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

127 managers (127 13F filers) reported a position in BBIN shares at 2026-03-31, 68,165,797 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
127
13F filers
127
New
21
Added
35
Reduced
49
Sold out
12
Shares held by filers
68,165,797

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 & CO55,662,066$3.95B0.27%-571,55313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,628,766$192M0.01%-946,03113F-HRTimelineGroup
Integrated Wealth Concepts LLC2,315,751$169M1.35%+300,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC788,305$57.6M0.06%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/651,227$47.6M<0.01%-221,67413F-HRTimelineGroup
Aptus Capital Advisors, LLC617,052$45.1M0.38%+22,69213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC438,550$32.1M0.07%-19,30213F-HRTimelineGroup
Cetera Investment Advisers383,821$28.1M0.03%+8,41613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.359,803$26.3M0.04%-131,82713F-HRTimelineGroup
Perigon Wealth Management, LLC340,401$24.9M0.45%-124,86613F-HRTimeline
LPL Financial LLC276,753$20.2M0.01%-9,96013F-HRTimeline
Pallas Capital Advisors LLC260,154$19M0.72%-229,19813F-HRTimeline
Advisory Services Network, LLC228,509$16.7M0.22%-1,12013F-HRTimeline
Gateway Wealth Partners, LLC225,948$16.5M0.64%+131,23913F-HRTimeline
WNY Asset Management, LLC207,264$15.2M1.57%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC204,754$15M0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC194,077$14.2M0.74%+5,26013F-HRTimeline
Clearstead Advisors, LLC186,366$13.6M0.12%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth158,607$11.6M0.01%-6,18313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,226$11.6M<0.01%+96,20113F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC151,541$11.1M9.8%+83513F-HRTimeline
Graney & King, LLC148,332$10.8M5.85%+13,55413F-HRTimeline
Jacobi Capital Management LLC110,198$8.06M0.45%+12,99113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC109,369$8M<0.01%+20,84613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,903$7.74M<0.01%+10,23513F-HRTimelineGroup
Alpha Advisors, LLC/VA91,284$6.67M5.27%+3,04613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC81,289$5.94M0.19%+7,95713F-HRTimeline
MML INVESTORS SERVICES, LLC71,879$5.26M0.01%-8,68813F-HRTimeline
MN Wealth Advisors, LLC68,472$5.01M2.44%-7,82413F-HRTimeline
KELLY FINANCIAL GROUP LLC65,383$4.78M1.2%-476,15913F-HRTimeline
5T Wealth, LLC60,349$4.41M1.74%+62013F-HRTimeline
NewEdge Wealth, LLC55,472$4.06M0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,894$3.58M<0.01%-74513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,312$3.39M<0.01%+15,31513F-HRTimelineGroup
Horizon Family Wealth, Inc.44,899$3.28M1.73%+26113F-HRTimeline
Private Advisor Group, LLC43,507$3.18M0.01%+59213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,164$2.79M<0.01%+10,16113F-HRTimeline
Northwest Wealth Advisors, LLC29,333$2.14M1.53%+1,36613F-HRTimeline
Geneos Wealth Management Inc.28,361$2.07M0.05%+1,73413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,759$1.81M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC22,058$1.61M0.01%-22,94813F-HRTimeline
Independent Wealth Network Inc.20,064$1.47M0.44%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,792$1.45M<0.01%+4,91713F-HRTimeline
Emerald Advisors, LLC19,209$1.4M0.17%-713F-HRTimeline
Merited Wealth, LLC18,588$1.36M1.13%+1,23613F-HRTimeline
Strategic Financial Concepts, LLC17,577$1.29M0.32%+1,90813F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…17,216$1.26M0.15%-174,16113F-HRTimeline
3Chopt Investment Partners, LLC17,191$1.26M0.29%-813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,001$1.24M0.02%+5,39613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC16,260$1.19M0.04%-50,70613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…15,013$1.1M0.03%013F-HRTimeline
Insight Advisors, LLC/ PA14,497$1.06M0.2%+2713F-HRTimeline
Creative Planningin group Creative Planning11,724$857K<0.01%+17113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,022$733K<0.01%-14013F-HRTimelineGroup
Cobblestone Asset Management LLC9,955$728K0.33%+3,24913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,485$694K0.08%-2,72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,693$636K<0.01%-23,28913F-HRTimelineGroup
WealthPlan Investment Management, LLC8,458$618K0.03%+2,85713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,404$614K0.05%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,854$574K0.03%-1,40313F-HRTimeline
Grey Ledge Advisors, LLC7,800$570K0.13%013F-HRTimeline
Elevation Wealth Management LLC7,638$559K0.51%-6,70313F-HRTimeline
Summit Financial, LLC7,525$550K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,769$495K0.01%+1,39813F-HRTimelineGroup
TBH Global Asset Management, LLC6,551$479K0.1%new13F-HRTimeline
Composition Wealth, LLC6,540$478K0.01%-42313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,219$455K0.28%-42213F-HRTimeline
Ignite Planners, LLC5,941$434K0.07%-10,58013F-HRTimeline
Qube Research & Technologies Ltd5,320$389K<0.01%-5,48513F-HRTimeline
IFP Advisors, Inc4,953$362K0.01%-37113F-HRTimeline
Farther Finance Advisors, LLC4,857$361K<0.01%-20213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,848$354K<0.01%-5213F-HR/ATimelineGroup
MB Generational Wealth, LLC4,445$325K0.18%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,258$311K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,115$304K<0.01%-1,11713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,118$298K<0.01%-1813F-HRTimelineGroup
NewEdge Advisors, LLC4,007$293K<0.01%+1513F-HR/ATimeline
MGO ONE SEVEN LLC3,909$286K0.01%-2,41313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,856$282K<0.01%+3,57413F-HRTimelineGroup
Bright Futures Wealth Management, LLC.3,855$282K0.19%new13F-HRTimeline
WEALTH ALLIANCE, LLC3,854$282K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,693$274K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,498$256K0.03%-1713F-HRTimeline
WBH ADVISORY INC3,428$255K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,428$251K0.03%-40413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3,211$235K<0.01%13F-HRTimelineGroup
FMR LLCin group FMR LLC3,159$231K<0.01%+41113F-HRTimelineGroup
Capital Investment Advisory Services, L…3,152$230K0.02%-10413F-HRTimeline
Janney Montgomery Scott LLC3,124$228K<0.01%-1,50613F-HRTimeline
IHT Wealth Management, LLC3,023$221K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,891$211K<0.01%-2,08913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,834$207K<0.01%new13F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,764$202K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,524$185K<0.01%-154,43713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,733$127K<0.01%-78813F-HRTimeline
Key Financial Inc1,286$94K0.02%+15513F-HRTimeline
AlphaCore Capital LLC1,116$81.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,091$81.1K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,055$77.1K<0.01%+27713F-HRTimelineGroup
WHITTIER TRUST CO983$72.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC924$67.6K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…877$64.1K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.819$59.9K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners700$51.2K<0.01%-13013F-HRTimeline
AdvisorNet Financial, Inc657$48K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…457$33.4K<0.01%+6013F-HRTimeline
UBS Group AGin group UBS Group AG449$32.8K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC433$31.7K0.01%new13F-HRTimeline
Allworth Financial LP384$28.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC383$28K<0.01%013F-HRTimeline
Rossby Financial, LCC183$13.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC152$10.8K<0.01%013F-HRTimeline
Vision Retirement, LLC143$10.5K<0.01%-8613F-HRTimeline
LGT Financial Advisors LLC139$10.2K0.05%-313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management102$7.46K<0.01%-26813F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC90$6.58K<0.01%-15,60813F-HRTimeline
GGM Financial LLC85$6.23K<0.01%-53213F-HRTimeline
Sound Income Strategies, LLC78$5.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53$3.88K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53$3.88K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC41$3K<0.01%new13F-HRTimeline
2UniFi Bank19$1.39K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18$1.32K<0.01%-33513F-HR/ATimelineGroup
Quent Capital, LLC16$1.2K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9$659<0.01%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.1$73<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$12<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.