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Disclosery

BBRE J P MORGAN EXCHANGE TRADED F

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BETBULD MSCI (fund)

54 managers (55 13F filers) reported a position in BBRE shares at 2026-06-30, 10,715,744 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
54
13F filers
55
New
9
Added
19
Reduced
13
Sold out
10
Shares held by filers
10,715,744

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 & CO4,232,900$462M0.03%-158,43613F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,396,228$257M29.78%-210,57713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,236,240$133M0.02%new13F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding772,032$82.9M-21,174Timeline
Global Endowment Management, LPin group Global Endowment Management, …427,282$45.8M4.65%-9,27513F-HRTimelineGroup
HighTower Advisors, LLC383,317$41.1M0.04%-8,40513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/368,677$39.5M<0.01%-2,46713F-HRTimelineGroup
Bleakley Financial Group, LLC299,734$32.2M0.41%+17,64713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…146,193$15.7M0.13%+5,97813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY145,917$15.7M<0.01%+16,55413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…135,484$14.5M0.01%+9,60413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,907$2.89M<0.01%new13F-HRTimelineGroup
LPL Financial LLC26,825$2.88M<0.01%+9,23813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,387$2.72M<0.01%-2,15513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,887$2.56M<0.01%+7,70213F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,883$1.06M<0.01%+8,68313F-HRTimelineGroup
Private Advisor Group, LLC8,440$905K<0.01%+1,97113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,157$875K<0.01%+5,02013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.5,910$634K0.56%+2613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,987$535K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,387$471K<0.01%-13,36913F-HRTimelineGroup
Peterson Wealth Advisors, LLC4,186$449K0.05%+6513F-HRTimeline
Gladstone Institutional Advisory LLC3,175$341K0.01%+76813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,431$261K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC2,131$229K<0.01%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,072$222K<0.01%-25,81313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,061$221K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,001$215K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,550$167K<0.01%+28013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,099$118K<0.01%-85013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp925$99.2K0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA811$87K<0.01%+41713F-HRTimelineGroup
Aptus Capital Advisors, LLC758$81.3K<0.01%+6113F-HRTimeline
Versant Capital Management, Inc621$66.6K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…620$66.5K<0.01%-7213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…612$65.6K<0.01%-35513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors286$31.2K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.189$20.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd163$17.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC160$17.1K<0.01%+113F-HRTimelineGroup
Plante Moran Financial Advisors, LLC158$16.9K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC150$16.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC146$15.7K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC144$15.5K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA140$15K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…119$12.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC62$6.76K<0.01%013F-HRTimeline
Investors Research Corp50$5.36K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.34$3.65K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC32$3.43K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL30$3.22K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …26$2.82K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.21$2.25K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7$765<0.01%new13F-HRTimelineGroup