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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 2026-03-31, 9,871,895 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
56
13F filers
57
New
10
Added
15
Reduced
17
Sold out
8
Shares held by filers
9,871,895

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO4,391,336$414M0.03%+184,88613F-HR/ATimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,606,805$249M36.28%-116,48413F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding793,206$75.9M+23,225Timeline
Global Endowment Management, LPin group Global Endowment Management, …436,557$41.8M4.66%-65,89813F-HRTimelineGroup
HighTower Advisors, LLC391,722$37.5M0.04%-159,85013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/371,144$35.5M<0.01%-5,93413F-HRTimelineGroup
Bleakley Financial Group, LLC282,087$27M0.42%+250,81613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…140,215$13.4M0.15%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,363$12.4M<0.01%+4,07213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125,880$12M0.01%+8,15013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,400$4.34M<0.01%+27,40013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,885$2.67M<0.01%+13,28713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP27,542$2.64M<0.01%-90913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,756$1.7M<0.01%new13F-HRTimelineGroup
LPL Financial LLC17,587$1.68M<0.01%+85013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,185$1.55M<0.01%-7,11313F-HRTimelineGroup
Private Advisor Group, LLC6,469$619K<0.01%-1,03713F-HRTimeline
IFC & Insurance Marketing, Inc.5,884$563K0.59%-18,52313F-HRTimeline
FLOW TRADERS U.S. LLC4,749$454K0.01%-13,36013F-HRTimeline
Peterson Wealth Advisors, LLC4,121$394K0.05%-47913F-HRTimeline
Mutual Advisors, LLC3,215$308K0.01%+913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,137$300K<0.01%+80513F-HRTimelineGroup
BAKER BOYER NATIONAL BANK3,026$290K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,431$233K<0.01%-4,23113F-HRTimeline
Gladstone Institutional Advisory LLC2,407$230K0.01%new13F-HRTimeline
SkyView Investment Advisors, LLC2,370$227K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,130$205K<0.01%-43113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,949$186K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,270$122K<0.01%+9713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,200$115K<0.01%-1,30013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp925$95.3K0.07%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…967$92.5K<0.01%+76713F-HRTimelineGroup
Aptus Capital Advisors, LLC697$66.7K<0.01%+9313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…692$66.3K<0.01%+61913F-HRTimelineGroup
Versant Capital Management, Inc621$59.4K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC612$58.6K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA394$38K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors283$26.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.189$18.1K<0.01%-2713F-HRTimeline
Advisory Services Network, LLC174$16.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC159$15.2K<0.01%-2513F-HRTimelineGroup
NewEdge Advisors, LLC150$14.4K<0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC146$14K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA140$13.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC135$13K<0.01%-2213F-HRTimeline
Root Financial Partners, LLC129$12.4K<0.01%-5913F-HRTimeline
Steward Partners Investment Advisory, L…119$11.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC62$5.85K<0.01%013F-HRTimeline
Investors Research Corp50$4.79K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44$4.21K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management37$3.54K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.34$3.25K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC32$3.06K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL30$2.87K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …26$2.52K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.20$1.91K<0.01%013F-HRTimeline