Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Betabuilders Us Equity Etf (BBUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    5
Total shares held : 
 16,888,776  
% of shares held : 
 18.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,873,429  
% of shares held change : 
   2.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 114,028
 0.68%
 
Increased Positions :
56
 2,018,854
 11.95%
 
Unchanged Positions :
13
 289,503
 1.71%
 
Decreased Positions :
15
-232,693
-1.38%
 
Closed Positions :
8
-26,760
-0.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 278 - 2024-03-31 7,640,541 $721,496,000 -663,949
   LPL FINANCIAL CORP 223 - 2024-03-31 1,587,576 $149,915,000 271,157
   JANNEY MONTGOMERY SCOTT LLC 45 - 2024-03-31 1,566,681 $147,942,000 373,321
   MORGAN STANLEY 1157 - 2024-03-31 1,114,170 $105,211,000 219,294
   Vestmark Advisory Solutions Inc. 4 - 2024-03-31 892,505 $84,279,000 195,743
   ENVESTNET ASSET MANAGEMENT INC 532 - 2024-03-31 761,984 $71,954,000 209,705
   Cornerstone Wealth Management LLC 2 - 2024-03-31 606,616 $57,283,000 -19,269
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 132 - 2024-03-31 482,506 $45,563,000 -191,403
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 161 - 2024-03-31 321,536 $30,363,000 57,213
   Perigon Wealth Management LLC 18 *New 2024-03-31 306,315 $28,925,000 306,315
   MN Wealth Advisors LLC 1 - 2024-03-31 269,237 $25,424,000 17,342
   Advisor Group Holdings Inc. 460 - 2024-03-31 182,395 $17,224,000 -164,140
   Integrity Advisory LLC 1 - 2022-12-31 211,318 $14,484,000 -18,023
   Cetera Investment Advisers 559 - 2024-03-31 139,274 $13,152,000 111,903
   IFG Advisory LLC 16 - 2024-03-31 136,636 $12,903,000 31,055
   THRIVENT FINANCIAL FOR LUTHERANS 587 - 2024-03-31 117,942 $11,138,000 -9,212
   Orion Portfolio Solutions LLC 185 - 2024-03-31 110,476 $10,432,000 9,355
   PARK AVENUE SECURITIES LLC 121 - 2024-03-31 99,659 $9,411,000 23,712
   Change Path LLC 62 - 2024-03-31 88,850 $8,390,000 12,451
   MASSMUTUAL TRUST CO FSB/ADV 87 - 2024-03-31 87,908 $8,301,000 650
   FINANCIAL NETWORK 439 - 2024-03-31 84,481 $7,977,000 28,709
   Archford Capital Strategies LLC 15 - 2024-03-31 79,423 $7,500,000 22,355
   MML INVESTORS SERVICES LLC 504 - 2024-03-31 77,481 $7,316,000 24,888
   CITADEL ADVISORS LLC 1453 - 2024-03-31 74,523 $7,037,000 46,932
   SCHMIDT P J INVESTMENT MANAGEMENT INC 27 - 2024-03-31 68,197 $6,440,000 26,692
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 859 - 2024-03-31 65,723 $6,206,000 -3,882
   ROYAL BANK OF CANADA 1857 - 2024-03-31 56,711 $5,355,000 42,608
   Jacobi Capital Management LLC 32 - 2024-03-31 54,751 $5,170,000 45,178
   FLOW TRADERS U.S. LLC 77 *New 2024-03-31 43,135 $4,073,000 43,135
   AMERIPRISE FINANCIAL INC 2488 - 2024-03-31 38,345 $3,628,000 18,874
   Integrated Wealth Concepts LLC 336 - 2024-03-31 37,541 $3,545,000 7,536
   Ascent Group LLC 77 - 2024-03-31 37,436 $3,535,000 -3,480
   LAKE STREET FINANCIAL LLC 56 - 2024-03-31 36,768 $3,472,000 1,165
   Private Advisor Group LLC 617 - 2024-03-31 33,983 $3,209,000 -5,825
   Wayfinding Financial LLC 15 - 2024-03-31 31,201 $2,914,000 1,559
   3Chopt Investment Partners LLC 24 - 2024-03-31 30,847 $2,913,000 347
   GeoWealth Management LLC 154 - 2024-03-31 25,040 $2,365,000 -10,094
   Envestnet Portfolio Solutions Inc. 611 - 2024-03-31 23,046 $2,176,000 9,182
   Security Financial Services INC. 46 - 2024-03-31 19,912 $1,880,000 307
   Gateway Wealth Partners LLC 38 - 2024-03-31 18,640 $1,760,000 7,260
   LOCKERMAN FINANCIAL GROUP INC. 5 - 2024-03-31 16,798 $1,586,000 2,526
   COMMONWEALTH EQUITY SERVICES LLC. 1919 - 2024-03-31 16,590 $1,567,000 1,943
   Rosenberg Matthew Hamilton 30 - 2024-03-31 16,488 $1,555,000 7,384
   Farther Finance Advisors LLC 183 - 2024-03-31 16,481 $1,554,000 1,481
   TRANSCEND WEALTH COLLECTIVE LLC 179 - 2024-03-31 15,622 $1,475,000 639
   IFP Advisors Inc 335 *New 2023-12-31 14,484 $1,244,000 14,484
   Apollon Wealth Management LLC 416 - 2024-03-31 12,634 $1,193,000 413
   MULTIFINANCIAL SECURITIES CORP 1086 - 2024-03-31 12,322 $1,164,000 3,261
   TFB Advisors LLC 55 - 2024-03-31 12,546 $1,134,000 -1,754
   NWAM LLC 210 - 2024-03-31 11,417 $1,067,000 1,153
   FIRETHORN WEALTH PARTNERS LLC 38 - 2024-03-31 11,132 $1,051,000 7,531
   Aptus Capital Advisors LLC 375 *New 2024-03-31 10,915 $1,031,000 10,915
   SUTTON PLACE INVESTORS LLC 61 - 2024-03-31 10,540 $995,000 1,765
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2081 - 2024-03-31 10,077 $952,000 -42
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1278 *New 2024-03-31 9,473 $894,000 9,473
   Strategic Financial Concepts LLC 116 *New 2024-03-31 9,021 $852,000 9,021
   JANE STREET GROUP LLC 3316 - 2024-03-31 8,490 $802,000 8,490
   RAYMOND JAMES & ASSOCIATES 2738 *New 2024-03-31 8,193 $774,000 8,193
   Ignite Planners LLC 103 - 2024-03-31 8,144 $768,000 761
   PROEQUITIES INC. 356 - 2024-03-31 7,995 $755,000 2,351
   TOWER RESEARCH CAPITAL LLC 650 - 2024-03-31 7,795 $736,000 7,117
   Fingerlakes Wealth Management Inc. 43 - 2024-03-31 6,876 $649,000 537
   Idaho Trust Bank 43 *New 2024-03-31 6,876 $649,000 6,876
   Pensionmark Financial Group LLC 184 *New 2024-03-31 6,654 $628,000 6,654
   PRIVATE TRUST CO NA 324 - 2024-03-31 6,389 $603,000 1,099
   WHITTIER TRUST CO OF NEVADA INC 327 - 2024-03-31 6,201 $586,000 3,272
   Gladstone Institutional Advisory LLC 385 - 2024-03-31 5,978 $564,000 1,732
   Twin Peaks Wealth Advisors LLC 67 - 2024-03-31 5,711 $539,000 -6
   HIGHTOWER ADVISORS, LLC 2196 - 2024-03-31 5,692 $536,000 -5,117
   Betterment LLC 259 - 2024-03-31 5,420 $512,000 2,784
   Semus Wealth Partners LLC 63 *New 2024-03-31 4,501 $425,000 4,501
   ADVISORY SERVICES NETWORK, LLC 1018 - 2024-03-31 4,448 $420,000 1,502
   PRUDENTIAL FINANCIAL INC 2233 *New 2024-03-31 4,305 $407,000 4,305
   Goodman Advisory Group LLC 61 - 2024-03-31 4,245 $401,000 -1,208
   Mutual Advisors LLC 774 - 2024-03-31 4,042 $382,000 0
   Global Retirement Partners LLC 611 - 2024-03-31 3,636 $343,000 795
   Geneos Wealth Management Inc. 573 *New 2024-03-31 3,620 $342,000 3,620
   RICHARDSON FINANCIAL SERVICES INC. 102 - 2024-03-31 3,583 $338,000 -1,392
   ANCORA ADVISORS, LLC 563 *New 2024-03-31 3,356 $317,000 3,356
   BANK OF AMERICA CORP /DE/ 4665 - 2024-03-31 3,239 $306,000 -222,538
   Atria Wealth Solutions Inc. 1552 - 2024-03-31 3,106 $293,000 2
   Wealthfront Advisers LLC 818 *New 2024-03-31 2,883 $272,000 2,883
   Herold Advisors Inc. 233 - 2024-03-31 2,750 $260,000 0
   Shared Vision Wealth Group LLC 64 - 2024-03-31 2,669 $252,000 -33
   PFG Advisors 583 - 2024-03-31 2,518 $238,000 -826
   Archer Investment Corp 216 - 2024-03-31 2,330 $220,000 346
   BANK OF NEW YORK MELLON CORP 3773 *New 2024-03-31 2,304 $218,000 2,304
   LINCOLN NATIONAL CORP 1102 *New 2024-03-31 2,254 $213,000 2,254
   WELCH GROUP, LLC 210 - 2024-03-31 2,227 $210,000 -500
   Family Asset Management LLC 104 - 2024-03-31 2,020 $191,000 117
   ICA Group Wealth Management LLC 334 - 2024-03-31 1,466 $138,000 282
   COMERICA BANK 2459 - 2024-03-31 1,298 $123,000 -28
   FMR LLC 3045 - 2024-03-31 1,267 $120,000 317
   UBS Group AG 5058 - 2024-03-31 1,020 $96,000 1,020
   Fortis Advisors LLC 149 *New 2024-03-31 680 $64,000 680
   HANSON MCCLAIN, INC. 1215 - 2024-03-31 648 $61,000 277
   BLAIR WILLIAM & CO/IL 1572 - 2024-03-31 610 $58,000 136
   Qube Research & Technologies Ltd 2980 - 2024-03-31 598 $56,000 -1,864
   IAG Wealth Partners LLC 175 - 2024-03-31 454 $43,000 3
   LGT Financial Advisors LLC 257 - 2024-03-31 401 $38,000 -73
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us