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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 2025-09-30, 9,345,976 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
56
13F filers
57
New
8
Added
20
Reduced
16
Sold out
8
Shares held by filers
9,345,976

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO4,140,848$395M0.03%+74,48313F-HR/ATimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,679,560$256M37.02%+95,27413F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding775,297$74M+44,223Timeline
HighTower Advisors, LLC554,960$53M0.06%+11,72413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …378,027$36.1M4.52%-11,18313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/352,820$33.7M<0.01%+21,82713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,079$12.3M<0.01%-43,93913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…111,686$10.7M0.01%+5,86913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP38,705$3.7M0.01%-3,52513F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,972$2.77M<0.01%-4,23113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,319$2.61M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,701$2.45M0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,911$1.71M<0.01%-8,34213F-HRTimelineGroup
LPL Financial LLC14,751$1.41M<0.01%+1,33513F-HRTimeline
Orion Porfolio Solutions, LLC9,582$915K0.01%+1,85013F-HRTimeline
Private Advisor Group, LLC8,550$816K<0.01%+5213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,993$477K0.01%+4,79313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,525$432K<0.01%+1,70313F-HRTimeline
Peterson Wealth Advisors, LLC4,532$428K0.06%-21713F-HRTimeline
NFSG Corp3,698$353K0.05%-6113F-HRTimeline
Compound Planning, Inc.3,698$353K0.01%-6113F-HRTimeline
Sigma Planning Corp3,296$315K0.01%+24613F-HRTimeline
Mutual Advisors, LLC3,168$306K0.01%-4,20013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,961$283K0.03%-45613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,874$274K<0.01%-3,48913F-HRTimelineGroup
Integrated Advisors Network LLC2,381$227K0.01%+2113F-HRTimeline
SkyView Investment Advisors, LLC2,370$226K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC2,260$216K<0.01%+7813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,142$204K<0.01%-29613F-HRTimelineGroup
Fortress Wealth Management, Inc.2,117$202K0.09%-1,13013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,225$115K0.16%13F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,090$104K0.01%013F-HRTimelineGroup
Versant Capital Management, Inc932$89K0.01%013F-HRTimeline
Farther Finance Advisors, LLC465$44.4K<0.01%-9913F-HRTimeline
Aptus Capital Advisors, LLC460$43.9K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA393$38K<0.01%013F-HRTimelineGroup
COMERICA BANK382$36.5K<0.01%-2413F-HRTimeline
FMR LLCin group FMR LLC290$27.7K<0.01%+313F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$26.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.216$20.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC186$17.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC182$17K<0.01%013F-HRTimeline
Advisory Services Network, LLC153$14.6K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC150$14.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC146$13.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA140$13.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…119$11.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73$6.97K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.68$6.49K<0.01%+3413F-HRTimeline
Smartleaf Asset Management LLC62$5.87K<0.01%013F-HRTimeline
Investors Research Corp50$4.77K<0.01%+113F-HRTimeline
MAI Capital Management37$3.53K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC32$3.06K<0.01%013F-HRTimeline
Allworth Financial LP27$2.55K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.23$2.2K<0.01%-2013F-HRTimeline
IFP Advisors, Inc9$859<0.01%013F-HR/ATimeline