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Disclosery

BBUS J P MORGAN EXCHANGE TRADED F

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BETABUILDRS US (fund)

151 managers (153 13F filers) reported a position in BBUS shares at 2024-12-31, 18,238,093 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
151
13F filers
153
New
19
Added
72
Reduced
26
Sold out
10
Shares held by filers
18,238,093

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO4,155,921$440M0.03%+447,13613F-HRTimelineGroup
LPL Financial LLC2,393,095$253M0.1%+177,37213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,396,320$148M0.01%+66,51313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,313,681$139M+99,612Timeline
Vestmark Advisory Solutions, Inc.1,209,249$128M4.41%+106,93113F-HRTimeline
Cornerstone Wealth Management, LLC705,569$74.7M5.05%+28,11813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC514,723$54.5M0.15%-41,19013F-HRTimelineGroup
Cambridge Investment Research Advisors,…467,055$49.5M0.17%-21,87713F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…463,000$49M0.42%new13F-HRTimelineGroup
Perigon Wealth Management, LLC397,598$42.6M1.05%+31,50313F-HRTimeline
KELLY FINANCIAL GROUP LLC395,917$41.9M14.91%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.339,986$36M0.08%+87,51113F-HR/ATimelineGroup
MN Wealth Advisors, LLC295,064$31.3M17.59%-2,52513F-HRTimeline
Cetera Investment Advisers267,941$28.4M0.06%+49,60113F-HRTimeline
Robertson Stephens Wealth Management, L…267,175$28.3M1.01%+70,31413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC260,557$27.6M0.01%13F-HR/ATimelineGroup
IFG Advisory, LLC179,592$19M1.08%+14,82213F-HRTimeline
Tradition Wealth Management, LLC159,677$16.9M1.49%+32,00313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC154,938$16.4M0.17%+15,74213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC137,610$14.6M0.05%+6,13413F-HRTimeline
Orion Porfolio Solutions, LLC129,874$13.8M0.14%+2,58813F-HRTimeline
Orion Portfolio Solutions, LLC129,874$13.8M0.14%+2,58813F-HRTimeline
Blue Oak Capital, LLC122,515$13M7.88%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…119,690$12.7M0.02%+1,82513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC117,308$12.4M5.55%+1,46913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP114,900$12.2M0.03%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC110,167$11.7M0.36%-4,36713F-HRTimelineGroup
Bravias Capital Group, LLC101,074$11M8.96%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,128$10.9M<0.01%+17,77813F-HRTimelineGroup
Archford Capital Strategies, LLC99,720$10.6M1.6%+12,48313F-HRTimeline
5T Wealth, LLC96,793$10.3M5.62%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB83,346$8.83M0.25%-5,31313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC80,360$8.51M2.09%+70,13913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC78,819$8.35M1.45%+2,53513F-HRTimeline
Private Advisor Group, LLC67,397$7.14M0.04%+9,49113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,813$6.44M0.01%-11,72713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,766$5.27M0.05%-11613F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC46,900$4.97M0.79%+4,81413F-HRTimeline
Integrated Wealth Concepts LLC46,305$4.9M0.06%-35013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,558$4.83M<0.01%+1,12513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,199$4.79M<0.01%+33,74213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,519$4.72M<0.01%new13F-HRTimelineGroup
Wayfinding Financial, LLC44,396$4.7M2.51%+4,09713F-HRTimeline
3Chopt Investment Partners, LLC39,583$4.19M1.44%+6,92013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,122$4.14M0.31%-92313F-HRTimelineGroup
CWM, LLCin group CWM, LLC34,799$3.69M0.02%+3,73113F-HRTimelineGroup
Jacobi Capital Management LLC33,948$3.6M0.27%-89513F-HRTimeline
Aptus Capital Advisors, LLC27,972$2.96M0.04%+5,60113F-HRTimeline
Rosenberg Matthew Hamilton27,431$2.91M0.75%+2,93613F-HRTimeline
Farther Finance Advisors, LLC24,652$2.61M0.09%-8,49313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,800$2.52M<0.01%+9,90013F-HRTimeline
TOWNSQUARE CAPITAL LLC23,372$2.48M0.03%+12,98713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.22,569$2.39M4.07%-2213F-HRTimeline
GeoWealth Management, LLC22,199$2.35M0.08%-4,11713F-HRTimeline
Fingerlakes Wealth Management, Inc.22,110$2.34M1.89%+2,09713F-HRTimeline
IFP Advisors, Inc21,735$2.3M0.08%-8413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC21,047$2.23M1.11%+30413F-HRTimeline
Gateway Wealth Partners, LLC20,864$2.21M0.57%+2,84413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,831$2.1MnewTimeline
SUTTON PLACE INVESTORS LLC18,892$2M1.16%+1,32913F-HRTimeline
AdvisorNet Financial, Inc18,891$2M0.17%new13F-HRTimeline
HMV Wealth Advisors, LLC18,551$1.96M1.97%13F-HRTimeline
B. Riley Wealth Advisors, Inc.15,743$1.67M0.05%+6,91113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…15,048$1.65M0.09%+2,23813F-HRTimeline
NWAM LLC14,867$1.57M0.1%-1,17313F-HRTimeline
Strategic Financial Concepts, LLC13,964$1.48M0.28%+10,90513F-HR/ATimeline
TFB Advisors LLC13,908$1.47M0.42%+5913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,148$1.39M0.59%+6,05613F-HRTimeline
Advisory Services Network, LLC13,067$1.38M0.03%+8,25013F-HRTimeline
WCG Wealth Advisors LLC11,811$1.25M0.08%-27413F-HRTimeline
Ignite Planners, LLC10,833$1.16M0.25%+35913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,389$1.1M<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,191$1.08M0.08%+1,53013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,450$1M<0.01%+19713F-HR/ATimeline
HighTower Advisors, LLC8,404$890K<0.01%-50913F-HRTimeline
Olde Wealth Management, LLC8,208$869K0.31%+4313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,193$868K<0.01%+34613F-HRTimeline
PRIVATE TRUST CO NA7,803$826K0.08%-28413F-HRTimeline
Creative Planningin group Creative Planning7,698$815K<0.01%new13F-HRTimelineGroup
Betterment LLC7,697$815K<0.01%-2,51413F-HRTimeline
Good Life Advisors, LLC7,282$771K0.06%+34713F-HRTimeline
GGM Financial LLC7,239$767K0.82%-1,38813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,294$667K<0.01%+64713F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,227$660K0.03%+74413F-HRTimeline
Semus Wealth Partners LLC6,009$636K0.42%+2413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,963$632K0.02%013F-HRTimeline
Nabity-Jensen Investment Management Inc5,857$620K0.47%013F-HRTimeline
Atria Wealth Solutions, Inc.5,852$620K0.01%+2,43013F-HRTimeline
Geneos Wealth Management Inc.5,596$593K0.02%+43413F-HRTimeline
Emergent Wealth Advisors, LLC5,290$560K0.41%+1413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,567$486K0.34%+1,02713F-HRTimeline
Independent Advisor Alliance4,460$472K0.01%new13F-HRTimeline
Mutual Advisors, LLC4,042$433K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,686$390K0.01%+4713F-HRTimeline
Fortis Advisors, LLC3,504$371K0.24%+2713F-HRTimeline
FMR LLCin group FMR LLC3,412$361K<0.01%+75813F-HRTimelineGroup
World Investment Advisors3,386$359K0.01%+58513F-HRTimeline
Kelly Financial Services LLC3,339$354K0.13%new13F-HR/ATimeline
JB Capital LLC3,150$334K0.02%+1213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,022$320K<0.01%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT2,934$311K<0.01%-5613F-HRTimeline
Mascagni Wealth Management, Inc.3,031$306K0.3%13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,637$279K<0.01%+44013F-HRTimelineGroup
Shared Vision Wealth Group LLC2,586$274K0.14%-8413F-HRTimeline
Archer Investment Corp2,431$257K0.07%+1313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,304$244K<0.01%+113F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,284$242K0.06%+1613F-HRTimelineGroup
Welch Group, LLC2,227$237K0.01%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,188$232K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC2,103$223K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.2,000$212K0.05%013F-HRTimeline
Moors & Cabot, Inc.1,986$210K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,759$186K0.03%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,609$170K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd1,569$166K<0.01%+54913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,477$156K<0.01%+96213F-HRTimelineGroup
COMERICA BANK1,267$134K<0.01%013F-HR/ATimeline
Ridgewood Investments LLC1,149$122K0.06%013F-HRTimeline
LGT Financial Advisors LLC845$89.5K0.2%+16113F-HRTimeline
Allworth Financial LP680$74.6K<0.01%-213F-HRTimeline
UBS Group AGin group UBS Group AG534$56.6K<0.01%-56313F-HRTimelineGroup
ADIRONDACK TRUST CO516$54.6K0.02%new13F-HRTimeline
IAG Wealth Partners, LLC459$48.6K0.01%+513F-HRTimeline
WealthShield Partners, LLC388$41.1K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC383$40.6K0.04%13F-HRTimeline
AMERIFLEX GROUP, INC.333$36.3K0.02%13F-HRTimeline
HARBOUR INVESTMENTS, INC.338$35.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP335$35.5K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN244$25.8K<0.01%-29113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management215$22.8K<0.01%-313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC208$22K0.01%013F-HRTimeline
WEBSTER BANK, N. A.192$20.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.189$20.2K<0.01%+17413F-HRTimelineGroup
Darwin Wealth Management, LLC176$18.6K0.01%new13F-HR/ATimeline
First Command Advisory Services, Inc.174$18.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC172$18.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…156$16.5K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors136$14.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…129$13.6K<0.01%+113F-HRTimelineGroup
WealthTrak Capital Management LLC115$12.2K0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.111$11.8K<0.01%013F-HRTimeline
Synergy Investment Management, LLC109$11.5K<0.01%13F-HRTimeline
CoreCap Advisors, LLC87$9.21K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC78$8.26K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL60$6.36K<0.01%013F-HRTimeline
WR Wealth Planners, LLC56$5.93K<0.01%013F-HRTimeline
2UniFi Bank33$3.5K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC22$2.33K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14$1.48K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$848<0.01%new13F-HR/ATimeline
SBI Securities Co., Ltd.1$106<0.01%13F-HRTimeline