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Disclosery

BBMC J P MORGAN EXCHANGE TRADED F

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BETABUILDERS US (fund)

61 managers (62 13F filers) reported a position in BBMC shares at 2024-12-31, 18,751,285 shares in all. 20 filers opened a position and 1 filer sold out during the quarter.

Managers
61
13F filers
62
New
20
Added
28
Reduced
6
Sold out
1
Shares held by filers
18,751,285

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO17,375,918$1.67B0.13%-733,72913F-HRTimelineGroup
Janney Montgomery Scott LLC299,454$28.8M0.08%+159,34513F-HRTimeline
LPL Financial LLC292,159$28.1M0.01%+273,72213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding124,596$12M+120,042Timeline
Vestmark Advisory Solutions, Inc.122,153$11.8M0.4%+99,08313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY111,223$10.7M<0.01%+83,17913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC94,080$9.05M0.02%+74,37413F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,872$5.47M0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,970$3.27M0.01%+7,22713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,322$2.82M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers26,669$2.57M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,285$2.14M<0.01%-89,43713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,932$1.34M<0.01%new13F-HRTimeline
ACT Advisors, LLC.13,820$1.33M0.72%+4,54613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,926$1.24M0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,642$1.22M0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,586$1.11M<0.01%+69813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,803$847K0.03%new13F-HRTimelineGroup
Blue Oak Capital, LLC8,021$772K0.47%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,782$749K0.31%+90213F-HRTimelineGroup
MN Wealth Advisors, LLC7,317$704K0.4%+2,18813F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,076$681K0.02%+5,63413F-HRTimeline
IAG Wealth Partners, LLC5,016$483K0.09%-10813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,850$467K0.04%+1,80913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,575$440K<0.01%-118,93013F-HRTimelineGroup
5T Wealth, LLC4,374$421K0.23%13F-HRTimeline
Wayfinding Financial, LLC4,202$404K0.22%new13F-HRTimeline
OLD MISSION CAPITAL LLC3,900$375K0.01%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC3,504$337K0.2%+23513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,371$324K0.05%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,087$297K0.51%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,885$278K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC2,574$248K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,311$222K<0.01%+38313F-HRTimeline
TFB Advisors LLC2,159$208K0.06%new13F-HRTimeline
GeoWealth Management, LLC1,840$177K0.01%+1,52913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,293$131K0.01%+1,29313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,290$124K<0.01%+48413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,175$113K<0.01%+513F-HRTimelineGroup
PRIVATE TRUST CO NA1,016$97.8K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.996$95.8K<0.01%+7613F-HRTimeline
Farther Finance Advisors, LLC944$90.8K<0.01%+55613F-HRTimeline
IFP Advisors, Inc729$70.2K<0.01%+16313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.699$67.2K0.05%+64213F-HRTimeline
AdvisorNet Financial, Inc583$56.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC516$49.7K<0.01%+47213F-HRTimeline
COMERICA BANK240$23.1K<0.01%+2513F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC121$11.6K<0.01%013F-HRTimeline
LGT Financial Advisors LLC113$10.8K0.02%+5713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV110$10.6K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC47$4.48K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG27$2.6K<0.01%-8713F-HRTimelineGroup
Principia Wealth Advisory, LLC27$2.6K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$2.23K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC19$2K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14$1.38K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC14$1.35K<0.01%013F-HRTimeline
Rise Advisors, LLC13$1.21K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14$1K<0.01%-413F-HRTimelineGroup
Sound Income Strategies, LLC6$577<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$193<0.01%new13F-HR/ATimeline