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Disclosery

BBUS J P MORGAN EXCHANGE TRADED F

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BETABUILDRS US (fund)

216 managers (218 13F filers) reported a position in BBUS shares at 2025-12-31, 31,466,718 shares in all. 32 filers opened a position and 12 filers sold out during the quarter.

Managers
216
13F filers
218
New
32
Added
96
Reduced
50
Sold out
12
Shares held by filers
31,466,718

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 & CO4,386,866$541M0.04%+140,68013F-HRTimelineGroup
Janney Montgomery Scott LLC3,382,109$417M0.96%+92,41813F-HRTimeline
LPL Financial LLC3,102,383$383M0.1%+132,40713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,861,481$353M0.02%+580,93113F-HR/ATimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The2,459,000$303M3.53%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,838,020$227M+33,322Timeline
Vestmark Advisory Solutions, Inc.1,708,199$211M2.84%+197,47613F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…1,275,000$157M1.15%+812,00013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…791,483$97.6M2.75%+326,52113F-HRTimeline
Cornerstone Wealth Management, LLC670,243$82.6M4.3%-10,13813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC555,378$68.5M0.14%+7,27213F-HRTimelineGroup
Wealth Group Ltd544,019$67.1M15.01%+166,19313F-HRTimeline
KELLY FINANCIAL GROUP LLC515,353$63.5M16.15%+20,12313F-HRTimeline
Cambridge Investment Research Advisors,…504,071$62.2M0.16%-25,16513F-HRTimeline
Cetera Investment Advisers502,777$62M0.07%+65,35013F-HRTimeline
Perigon Wealth Management, LLC432,960$53.4M0.96%+18,93513F-HRTimeline
Tradition Wealth Management, LLC357,570$44.1M3.16%+20,45013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.277,288$34.3M0.24%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,469$31.3M0.05%-24,40413F-HRTimelineGroup
MN Wealth Advisors, LLC247,219$30.5M15.41%+14,60213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC222,590$27.4M0.23%+15,16113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,357$27.4M0.01%+109,23213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC214,277$26.4M0.06%+24,60413F-HRTimeline
CWM, LLCin group CWM, LLC148,149$18.3M0.05%+6,14713F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC146,393$18.1M3.52%-10,74313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…137,064$16.9M0.02%+129,67413F-HRTimelineGroup
Orion Porfolio Solutions, LLC136,245$16.8M0.12%+14,51913F-HRTimeline
5T Wealth, LLC131,327$16.2M6.47%+15,11713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC121,494$15M<0.01%+44,71313F-HRTimelineGroup
IFG Advisory, LLC112,811$13.9M0.61%-22,02913F-HRTimeline
Bravias Capital Group, LLC112,627$13.9M8.4%+1,09713F-HRTimeline
Hopwood Nicholas Hunter111,853$13.8M4.49%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,113$12.7M0.31%+3,33213F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC97,430$12M3.27%+1,50113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC96,136$11.9M0.19%+64313F-HRTimelineGroup
Integrated Wealth Concepts LLC93,829$11.6M0.14%-420,66813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC92,837$11.4M0.39%+5,79813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…92,591$11.4M0.22%+7,19613F-HRTimelineGroup
Golden State Wealth Management, LLC86,204$10.6M1.12%+2,75913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…84,409$10.4M1.26%13F-HRTimeline
Private Advisor Group, LLC81,531$10.1M0.05%+36,93813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,728$9.58M0.01%+63,92413F-HRTimeline
Alpha Advisors, LLC/VA76,940$9.49M7.32%-1,76513F-HRTimeline
MassMutual Private Wealth & Trust, FSB74,563$9.19M0.24%-84413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC73,998$9.12M1.48%-1,28713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,606$8.58M<0.01%-16,02313F-HRTimelineGroup
Aptus Capital Advisors, LLC67,609$8.34M0.07%+5,94613F-HRTimeline
Elevation Wealth Management LLC63,796$7.87M7.55%13F-HRTimeline
Rosenberg Matthew Hamilton63,204$7.79M1.61%-2,46013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA59,750$7.36M0.01%+48,89013F-HRTimelineGroup
Creative Planningin group Creative Planning57,438$7.08M0.01%-37,07413F-HRTimelineGroup
NewEdge Advisors, LLC54,341$6.7M0.02%+48,77313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,430$6.59M<0.01%+1,84713F-HR/ATimelineGroup
LAKE STREET PRIVATE WEALTH, LLC51,792$6.39M0.78%+5,09313F-HRTimeline
Wayfinding Financial, LLC51,031$6.29M2.66%+1,29413F-HRTimeline
3Chopt Investment Partners, LLC48,366$5.96M1.34%+2,07513F-HRTimeline
MGO ONE SEVEN LLC47,257$5.83M0.12%+6,25813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,082$5.44M0.65%-6,17213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,088$4.94M0.03%+83513F-HRTimelineGroup
IFP Advisors, Inc35,333$4.36M0.1%+3,44413F-HRTimeline
ORG Partners LLC34,062$4.2M0.74%+9,54413F-HRTimeline
Composition Wealth, LLC33,673$4.15M0.06%-95813F-HRTimeline
Triad Wealth Partners, LLC31,522$3.89M0.37%+20,12513F-HRTimeline
Fingerlakes Wealth Management, Inc.29,527$3.64M2.31%+1,42713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.29,146$3.59M6.89%+39913F-HRTimeline
Clear Creek Financial Management, LLC26,742$3.3M0.27%+7,82313F-HRTimeline
Legacy Edge Advisors, LLC25,820$3.18M0.35%+8,18913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,578$3.15M0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC25,349$3.13M1.17%-9313F-HRTimeline
AdvisorNet Financial, Inc23,763$2.93M0.16%+28813F-HRTimeline
Farther Finance Advisors, LLC23,725$2.93M0.03%+2,80313F-HRTimeline
Merited Wealth, LLC23,193$2.86M2.65%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,963$2.83M<0.01%-10913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,441$2.64M+1,597Timeline
Jacobi Capital Management LLC21,343$2.63M0.15%-43313F-HRTimeline
SUTTON PLACE INVESTORS LLC19,921$2.46M1.35%+13813F-HRTimeline
IAG Wealth Partners, LLC19,223$2.37M0.27%-2,13213F-HRTimeline
GeoWealth Management, LLC19,150$2.36M0.09%+35413F-HRTimeline
Strategic Financial Concepts, LLC18,630$2.3M2.1%+14,90113F-HRTimeline
Gateway Wealth Partners, LLC18,514$2.28M0.25%+2,46013F-HRTimeline
Archford Capital Strategies, LLC18,158$2.24M0.26%-1,20013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15,765$1.97M0.57%+50313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,676$1.97M0.09%new13F-HRTimelineGroup
Ignite Planners, LLC15,722$1.96M0.3%+68013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,506$1.91M<0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC14,854$1.83M0.41%+3,84213F-HRTimeline
VestGen Advisors, LLC14,515$1.79M0.08%-27,34913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,644$1.68M0.09%-89513F-HRTimeline
Mattson Financial Services, LLC13,483$1.66M0.39%-613F-HRTimeline
Global Retirement Partners, LLC11,512$1.42M0.03%-4913F-HRTimeline
Advisory Services Network, LLC11,265$1.39M0.02%+46613F-HRTimeline
Geneos Wealth Management Inc.11,258$1.39M0.03%+49513F-HRTimeline
J.W. COLE ADVISORS, INC.10,823$1.33M0.03%+1,43613F-HRTimeline
FMR LLCin group FMR LLC10,585$1.31M<0.01%+5,75413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,504$1.3M0.06%+16213F-HRTimeline
HighTower Advisors, LLC10,096$1.24M<0.01%+1,08513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,042$1.24M<0.01%-7,32213F-HR/ATimelineGroup
Olde Wealth Management, LLC9,825$1.21M0.37%+58013F-HRTimeline
Aegis Wealth Management, Inc.9,765$1.2M0.95%13F-HRTimeline
TFB Advisors LLC9,698$1.2M0.33%+9413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,667$1.19M0.03%+9,65313F-HRTimeline
PRIVATE TRUST CO NA9,454$1.17M0.1%+3113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,200$1.01M<0.01%-8,90013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC8,112$1M<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.8,048$992K0.32%+54613F-HRTimeline
Hoxton Planning & Management, LLC7,932$978K0.29%-36713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,774$972K0.02%+58113F-HRTimeline
BAM Wealth Management, LLC7,310$901K0.65%-50413F-HRTimeline
Plan Group Financial, LLC6,736$831K0.22%+1,87913F-HRTimeline
Keating Financial Advisory Services, In…6,484$800K0.11%13F-HRTimeline
ADIRONDACK TRUST CO6,425$792K0.26%+1,81013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,406$790K<0.01%+61713F-HRTimelineGroup
Emergent Wealth Advisors, LLC5,998$740K0.42%-33013F-HRTimeline
World Investment Advisors5,901$728K0.01%+2,06413F-HR/ATimeline
Safe Harbor Wealth Advisors, LLC5,858$719K0.7%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,724$706K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,410$677K<0.01%-31213F-HRTimeline
WealthPlan Investment Management, LLC5,443$671K0.04%-19,83913F-HRTimeline
Semus Wealth Partners LLC5,428$669K0.36%-55913F-HRTimeline
Nabity-Jensen Investment Management Inc5,132$633K0.43%013F-HRTimeline
Advisors Capital Management, LLC4,819$594K0.01%013F-HRTimeline
Owen LaRue, LLC4,716$582K0.22%-49913F-HRTimeline
Mutual Advisors, LLC4,713$581K0.01%013F-HRTimeline
Goodman Advisory Group, LLC4,670$576K0.14%-40213F-HRTimeline
OneDigital Investment Advisors LLC4,326$533K0.01%new13F-HRTimeline
Csenge Advisory Group4,305$531K0.02%+74213F-HRTimeline
Sequent Planning LLC4,223$521K0.13%+1,95213F-HRTimeline
Arkadios Wealth Advisors4,223$521K0.01%-67613F-HRTimeline
GGM Financial LLC4,172$514K0.25%-14913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,147$511K0.02%new13F-HRTimeline
Kelly Financial Services LLC4,132$510K0.13%+213F-HRTimeline
Capital Investment Advisory Services, L…4,132$510K0.04%+36113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,067$501K0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,032$497K0.01%-81213F-HRTimeline
Paladin Wealth, LLC3,874$478K0.33%+16913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,492$431K<0.01%+22713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,261$402K<0.01%+50813F-HRTimelineGroup
Sanctuary Advisors, LLC3,169$391K<0.01%new13F-HRTimeline
KFA Private Wealth Group, LLC3,098$382K0.09%+95113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,077$379K<0.01%+2,22513F-HR/ATimelineGroup
Shared Vision Wealth Group LLC2,910$364K0.15%-39513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,731$337K0.12%+12413F-HRTimeline
Beacon Pointe Advisors, LLC2,693$332K<0.01%013F-HRTimeline
Archer Investment Corp2,691$332K0.07%013F-HRTimeline
Brown Financial Advisors2,613$322K0.12%-5413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,421$299K<0.01%+413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,404$296K0.1%+9013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,349$290K0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC2,336$288K0.01%-28,23113F-HRTimeline
IHT Wealth Management, LLC2,266$279K0.01%-2613F-HRTimeline
Welch Group, LLC2,227$275K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,224$274K<0.01%+313F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC2,214$273K0.01%+713F-HRTimeline
Fortis Advisors, LLC2,064$255K0.14%+613F-HRTimeline
Herold Advisors, Inc.2,000$247K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,994$246K<0.01%new13F-HRTimelineGroup
JB Capital LLC1,971$243K0.01%+613F-HRTimeline
Well Done, LLC1,947$240K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,868$230K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,865$230K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,859$229K<0.01%-11513F-HRTimelineGroup
Betterment LLC1,806$223K<0.01%+12013F-HRTimeline
Patriot Financial Group Insurance Agenc…1,786$220K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,766$218K0.02%-2313F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC1,765$218K0.03%013F-HRTimeline
Frederick Financial Consultants, LLC1,755$216K0.12%013F-HRTimeline
Birchwood Financial Partners, Inc.1,683$207K0.21%13F-HRTimeline
&PARTNERS1,682$207K<0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,677$207K0.15%-10713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,609$198K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,507$186K<0.01%+1,40913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,286$159K0.01%new13F-HRTimeline
COMERICA BANK1,285$158K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,275$157K0.01%-8113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,140$141K<0.01%+67313F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,099$136K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,077$133K<0.01%+72313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC932$115K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd823$101K<0.01%-6813F-HRTimeline
LGT Financial Advisors LLC745$91.9K0.56%-26513F-HRTimeline
Fairway Wealth LLC711$87.7K0.02%new13F-HRTimeline
Allworth Financial LP681$84K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC530$65.4K<0.01%+33913F-HRTimeline
HAZLETT, BURT & WATSON, INC.488$60K0.02%new13F-HRTimeline
Arax Advisory Partners463$57.1K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP412$50.8K<0.01%new13F-HRTimelineGroup
IFC & Insurance Marketing, Inc.394$49K0.05%13F-HRTimeline
Rossby Financial, LCC391$48.2K0.02%-23413F-HRTimeline
WealthShield Partners, LLC388$47.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.339$41.8K<0.01%013F-HRTimeline
Vision Retirement, LLC292$36K0.01%13F-HRTimeline
Smartleaf Asset Management LLC285$35.4K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC204$25.2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.192$23.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC172$21.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC166$20.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.156$19.2K<0.01%-1913F-HRTimeline
Larson Financial Group LLC148$18.2K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc144$17.8K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC137$16.9K0.01%new13F-HRTimeline