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Disclosery

BBRE J P MORGAN EXCHANGE TRADED F

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BETBULD MSCI (fund)

55 managers (56 13F filers) reported a position in BBRE shares at 2025-12-31, 9,648,135 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
55
13F filers
56
New
7
Added
19
Reduced
17
Sold out
8
Shares held by filers
9,648,135

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO4,206,450$389M0.03%+65,60213F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,723,289$252M35.64%+43,72913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding769,981$71.2M-5,316Timeline
HighTower Advisors, LLC551,572$51.1M0.06%-3,38813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …502,455$46.5M5.81%+124,42813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/377,078$34.9M<0.01%+24,25813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY125,291$11.6M<0.01%-3,78813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,730$10.9M0.01%+6,04413F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,588$3.2M<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC31,271$2.9M0.05%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,451$2.63M<0.01%-10,25413F-HR/ATimelineGroup
IFC & Insurance Marketing, Inc.24,407$2.26M2.24%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,298$2.16M<0.01%+5,38713F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC18,109$1.68M0.05%-7,59213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,000$1.67M<0.01%new13F-HRTimelineGroup
LPL Financial LLC16,737$1.55M<0.01%+1,98613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,598$1.35M<0.01%-12,72113F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,349$958K0.01%+76713F-HRTimeline
Private Advisor Group, LLC7,506$695K<0.01%-1,04413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,662$617K<0.01%+2,13713F-HRTimeline
Peterson Wealth Advisors, LLC4,600$426K0.06%+6813F-HRTimeline
Compound Planning, Inc.4,294$398K0.01%+59613F-HRTimeline
Sigma Planning Corp3,562$330K0.01%+26613F-HRTimeline
Mutual Advisors, LLC3,206$297K0.01%+3813F-HRTimeline
BAKER BOYER NATIONAL BANK3,026$280K0.08%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,608$241K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,561$237K<0.01%+2,09613F-HRTimeline
UBS Group AGin group UBS Group AG2,500$231K<0.01%-26,47213F-HRTimelineGroup
Integrated Advisors Network LLC2,376$220K0.01%-513F-HRTimeline
SkyView Investment Advisors, LLC2,370$219K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,332$216K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,173$109K<0.01%-96913F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp925$89.4K0.12%-30013F-HR/ATimeline
COMERICA BANK767$71K<0.01%+38513F-HRTimeline
Versant Capital Management, Inc621$57.5K0.01%-31113F-HRTimeline
Aptus Capital Advisors, LLC604$55.9K<0.01%+14413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC440$40.7K<0.01%-65013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA394$36K<0.01%+113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$26.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.216$20K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$18.5K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC188$17.4K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC184$17.1K<0.01%-10613F-HRTimelineGroup
Sound Income Strategies, LLC157$15.2K<0.01%-2513F-HRTimeline
NewEdge Advisors, LLC150$13.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA140$13K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…119$11K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73$6.76K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC62$5.78K<0.01%013F-HRTimeline
Investors Research Corp50$4.63K<0.01%013F-HRTimeline
MAI Capital Management37$3.43K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.34$3.15K<0.01%-3413F-HRTimeline
IAG Wealth Partners, LLC32$2.96K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.20$1.85K<0.01%-313F-HRTimeline
IFP Advisors, Inc9$833<0.01%013F-HRTimeline