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Disclosery

BBRE J P MORGAN EXCHANGE TRADED F

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BETBULD MSCI (fund)

53 managers (54 13F filers) reported a position in BBRE shares at 2025-03-31, 8,770,785 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
53
13F filers
54
New
6
Added
20
Reduced
13
Sold out
7
Shares held by filers
8,770,785

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO3,742,255$352M0.03%-38,07813F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,478,736$233M39.95%+99,46213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding707,669$66.6M+50,189Timeline
Global Endowment Management, LPin group Global Endowment Management, …463,443$43.6M5.66%-63,03213F-HRTimelineGroup
HighTower Advisors, LLC426,970$40.1M0.05%-22,69513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/303,716$28.6M<0.01%+36,20513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY200,392$18.8M<0.01%-76,68713F-HRTimelineGroup
State of Tennessee, Department of Treas…190,288$17.9M0.07%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,138$9.13M0.01%+7,81313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP45,016$4.23M0.01%+4113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,924$2.72M<0.01%+15,31313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,703$1.85M<0.01%+8,69613F-HRTimelineGroup
LPL Financial LLC14,942$1.4M<0.01%+1,37113F-HRTimeline
Private Advisor Group, LLC8,697$818K<0.01%+2,25113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,766$448K0.06%-17413F-HRTimeline
Peterson Wealth Advisors, LLC4,868$410K0.08%-23013F-HRTimeline
Compound Planning, Inc.3,882$365K0.02%-5113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,493$328K0.01%-4,94313F-HRTimelineGroup
Fortress Wealth Management, Inc.3,359$316K0.16%-1,59213F-HRTimeline
Sigma Planning Corp2,911$274K0.01%+52613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,360$222K<0.01%013F-HRTimeline
Integrated Advisors Network LLC2,360$222K0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,340$220K<0.01%-281,37613F-HRTimelineGroup
Sanctuary Advisors, LLC2,190$206K<0.01%+4713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,158$203K<0.01%-2313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,465$138K<0.01%+26913F-HRTimelineGroup
Versant Capital Management, Inc1,153$108K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,090$102K0.01%-1,12413F-HRTimelineGroup
COMERICA BANK1,024$96.2K<0.01%+15613F-HRTimeline
Farther Finance Advisors, LLC566$53.3K<0.01%+33913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA450$42K<0.01%+23913F-HR/ATimelineGroup
Aptus Capital Advisors, LLC403$37.9K<0.01%+18713F-HRTimeline
FMR LLCin group FMR LLC306$28.8K<0.01%-11013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$26.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.216$20.3K<0.01%+11713F-HRTimeline
Qube Research & Technologies Ltd209$19.6K<0.01%+10013F-HRTimeline
Sound Income Strategies, LLC189$17.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC150$14.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC146$13.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…119$11.2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC111$10.4K0.03%+813F-HRTimeline
Smartleaf Asset Management LLC62$5.78K<0.01%013F-HRTimeline
Missouri Trust & Investment Co61$5.74K<0.01%new13F-HRTimeline
Investors Research Corp49$4.61K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.34$3.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC32$3.01K<0.01%new13F-HRTimeline
Allworth Financial LP26$2.37K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.23$2.16K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19$1.79K<0.01%013F-HRTimelineGroup
Mattson Financial Services, LLC12$1.13K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$658<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC4$361<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.