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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 2024-12-31, 9,071,683 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
55
New
12
Added
16
Reduced
16
Sold out
4
Shares held by filers
9,071,683

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 & CO3,780,333$354M0.03%+130,92513F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,379,274$223M26.32%+111,59913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding657,480$61.6M+171,603Timeline
Global Endowment Management, LPin group Global Endowment Management, …526,475$49.3M6.31%-20,03313F-HRTimelineGroup
HighTower Advisors, LLC449,665$42.1M0.06%-1,96913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC283,716$26.6M0.54%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY277,079$25.9M<0.01%+54,56813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/267,511$25M<0.01%+27,26813F-HRTimelineGroup
State of Tennessee, Department of Treas…190,288$17.8M0.06%-9,71213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,325$8.36M0.01%+6,97113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP44,975$4.21M0.01%new13F-HRTimelineGroup
Brown Financial Advisors18,888$1.77M0.71%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,611$1.27M<0.01%-14,99213F-HRTimelineGroup
LPL Financial LLC13,571$1.27M<0.01%-1,33813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,007$1.03M<0.01%+1,10113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,436$790K0.02%new13F-HRTimelineGroup
Paladin Wealth, LLC7,841$734K0.63%new13F-HRTimeline
Private Advisor Group, LLC6,446$604K<0.01%+1,45013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,157$483K<0.01%-8,51513F-HRTimelineGroup
Peterson Wealth Advisors, LLC5,098$480K0.09%new13F-HRTimeline
Fortress Wealth Management, Inc.4,951$464K0.22%-4,21513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,940$463K0.06%-913F-HRTimeline
Compound Planning, Inc.3,933$368K0.02%-6413F-HRTimeline
Sigma Planning Corp2,385$223K0.01%+30713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,360$221K<0.01%-5013F-HRTimeline
Integrated Advisors Network LLC2,360$221K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,214$207K0.02%-25513F-HRTimelineGroup
ROCKLAND TRUST CO2,198$206K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,181$204K<0.01%-4,44313F-HRTimelineGroup
Sanctuary Advisors, LLC2,143$203K<0.01%-7113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,196$112K<0.01%-28413F-HR/ATimelineGroup
Versant Capital Management, Inc1,153$108K0.02%013F-HRTimeline
COMERICA BANK868$81.3K<0.01%+113F-HR/ATimeline
FMR LLCin group FMR LLC416$39K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$26.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC227$21.3K<0.01%+21213F-HRTimeline
Aptus Capital Advisors, LLC216$20.2K<0.01%+18313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211$20K<0.01%+17913F-HRTimelineGroup
Sound Income Strategies, LLC189$17.7K<0.01%-1013F-HRTimeline
NewEdge Advisors, LLC150$14K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC146$13.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…119$11.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd109$10.2K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC108$10K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC103$9.66K0.02%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.99$9.27K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC62$5.76K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC50$4.68K<0.01%new13F-HRTimeline
Investors Research Corp49$4.59K<0.01%+313F-HRTimeline
AMERIFLEX GROUP, INC.34$3.21K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.23$2.15K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19$1.78K<0.01%-22013F-HRTimelineGroup
Human Investing LLC12$1.12K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.