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Disclosery

BBRE J P MORGAN EXCHANGE TRADED F

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BETBULD MSCI (fund)

56 managers (57 13F filers) reported a position in BBRE shares at 2025-06-30, 9,112,758 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
56
13F filers
57
New
11
Added
15
Reduced
19
Sold out
8
Shares held by filers
9,112,758

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO4,066,365$375M0.03%+324,11013F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,584,286$238M37.43%+105,55013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding731,074$67.3M+23,405Timeline
HighTower Advisors, LLC543,236$50M0.06%+116,26613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …389,210$35.9M4.77%-74,23313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/330,993$30.5M<0.01%+27,27713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY173,018$15.9M<0.01%-27,37413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…105,817$9.75M0.01%+8,67913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP42,230$3.89M0.01%-2,78613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG33,203$3.06M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,253$2.42M<0.01%-2,67113F-HRTimelineGroup
LPL Financial LLC13,416$1.24M<0.01%-1,52613F-HRTimeline
Private Advisor Group, LLC8,498$783K<0.01%-19913F-HRTimeline
Orion Porfolio Solutions, LLC7,732$712K0.01%new13F-HR/ATimeline
Mutual Advisors, LLC7,368$691K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,363$586K<0.01%-13,34013F-HRTimelineGroup
Peterson Wealth Advisors, LLC4,749$437K0.07%-11913F-HRTimeline
NFSG Corp3,759$346K0.06%new13F-HRTimeline
Compound Planning, Inc.3,759$346K0.01%-12313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,417$315K0.04%-1,34913F-HRTimeline
Fortress Wealth Management, Inc.3,247$299K0.14%-11213F-HRTimeline
Sigma Planning Corp3,050$281K0.01%+13913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,822$260K<0.01%+46213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,438$225K<0.01%+97313F-HR/ATimelineGroup
5T Wealth, LLC2,406$222K0.11%new13F-HRTimeline
Sanctuary Advisors, LLC2,370$218K<0.01%+18013F-HRTimeline
Integrated Advisors Network LLC2,360$217K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,182$201K<0.01%+2413F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,090$100K0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,015$93.5K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc932$85.8K0.01%-22113F-HRTimeline
Farther Finance Advisors, LLC564$52K<0.01%-213F-HRTimeline
Aptus Capital Advisors, LLC459$42.3K<0.01%+5613F-HRTimeline
COMERICA BANK406$37.4K<0.01%-61813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA393$36K<0.01%-5713F-HR/ATimelineGroup
FMR LLCin group FMR LLC287$26.4K<0.01%-1913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$25.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.216$19.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC210$19K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…200$18.4K<0.01%-3,29313F-HRTimelineGroup
Sound Income Strategies, LLC182$16.8K<0.01%-713F-HRTimeline
NewEdge Advisors, LLC150$13.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA140$12.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…119$11K<0.01%013F-HRTimeline
LGT Financial Advisors LLC115$10.6K0.03%+413F-HRTimeline
Qube Research & Technologies Ltd109$10K<0.01%-10013F-HRTimeline
Smartleaf Asset Management LLC62$5.68K<0.01%013F-HRTimeline
Investors Research Corp49$4.51K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.43$3.96K<0.01%+2013F-HRTimeline
AMERIFLEX GROUP, INC.34$3.11K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC32$2.95K<0.01%013F-HRTimeline
Allworth Financial LP26$2.44K<0.01%013F-HRTimeline
AE Wealth Management LLC11$1.01K<0.01%new13F-HRTimeline
IFP Advisors, Inc9$829<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1$92<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.