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Get Institutions for : 
Jpmorgan Betabuilders Canada Etf (BBCA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    0
Total shares held : 
 85,757,583  
% of shares held : 
 50.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 725,053  
% of shares held change : 
   0.43%  
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 :
28
 68,118
 0.08%
 
Increased Positions :
46
 1,498,623
 1.75%
 
Unchanged Positions :
36
 71,335
 0.08%
 
Decreased Positions :
45
-369,902
-0.43%
 
Closed Positions :
28
-471,786
-0.55%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1161 - 2024-03-31 932,965 $62,331,000 -41,479
   ENVESTNET ASSET MANAGEMENT INC 604 - 2024-03-31 887,029 $59,262,000 -4,450
   RICHARD BERNSTEIN ADVISORS LLC 26 - 2024-03-31 579,569 $38,721,000 -23,859
   AMERIPRISE FINANCIAL INC 971 - 2024-03-31 519,587 $34,756,000 -40,958
   HIGHTOWER ADVISORS, LLC 359 - 2024-03-31 473,236 $31,622,000 -2,751
   CI Private Wealth LLC 557 - 2024-03-31 131,891 $8,812,000 -2,594
   Blue Edge Capital LLC 29 - 2024-03-31 88,683 $5,925,000 -2,118
   JANNEY MONTGOMERY SCOTT LLC 709 - 2024-03-31 86,954 $5,809,000 -494
   LPL FINANCIAL CORP 1685 - 2024-03-31 82,739 $5,528,000 -1,131
   Advisor Group Holdings Inc. 1293 - 2024-03-31 51,794 $3,461,000 -71,640
   BLACKROCK INC. 3614 - 2024-03-31 45,838 $3,062,000 -22,033
   CWM LLC 529 - 2024-03-31 43,957 $2,937,000 -84
   STIFEL FINANCIAL CORP 1780 - 2024-03-31 27,194 $1,817,000 -1,083
   COMERICA BANK 1333 - 2024-03-31 21,526 $1,438,000 -21,114
   BB&T CORP 1421 - 2024-03-31 21,394 $1,429,000 -12,938
   SPINNAKER TRUST 126 - 2024-03-31 20,972 $1,401,000 -203
   FINANCIAL NETWORK 1245 - 2024-03-31 20,669 $1,381,000 -2,095
   SYON CAPITAL LLC 172 - 2024-03-31 13,345 $892,000 -4,399
   SAPIENT CAPITAL LLC 202 - 2024-03-31 11,249 $752,000 -1,538
   KCS Wealth Advisory 80 - 2023-09-30 12,175 $708,000 -9,414
   Argent Trust Co 362 - 2024-03-31 10,566 $706,000 -210
   PRIVATE TRUST CO NA 304 - 2024-03-31 9,854 $658,000 -1,318
   Streettalk Advisors LLC 245 - 2024-03-31 8,329 $556,000 -157,443
   Sontag Advisory LLC 420 - 2024-03-31 7,749 $518,000 -685
   TRANSCEND WEALTH COLLECTIVE LLC 330 - 2024-03-31 7,177 $480,000 -308
   RICHARDSON FINANCIAL SERVICES INC. 83 - 2024-03-31 7,116 $475,000 -596
   Atria Wealth Solutions Inc. 1292 - 2024-03-31 7,039 $470,000 -412
   Source Financial Advisors LLC 79 - 2024-03-31 6,242 $417,000 -4,682
   GeoWealth Management LLC 479 - 2024-03-31 6,242 $417,000 -4,682
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1363 - 2023-09-30 6,457 $375,000 -9,728
   MERCER GLOBAL ADVISORS INC /ADV 1445 - 2024-03-31 5,495 $367,000 -5
   Icon Wealth Partners LLC 209 - 2023-09-30 6,302 $366,000 -518
   CITADEL ADVISORS LLC 4059 - 2024-03-31 5,320 $355,000 -684
   WELLS FARGO & CO/MN 3617 - 2024-03-31 5,145 $344,000 -3,939
   Custos Family Office LLC 34 - 2024-03-31 5,053 $338,000 -333
   Csenge Advisory Group 527 - 2024-03-31 4,895 $327,000 -30
   Goss Wealth Management LLC 1666 - 2024-03-31 4,176 $279,000 -2,316
   SEVEN MILE ADVISORY 108 - 2024-03-31 4,013 $268,000 -38
   BANCORPSOUTH BANK 324 - 2024-03-31 3,147 $210,000 -386
   FIFTH THIRD BANCORP 1302 - 2024-03-31 844 $56,000 -1,008
   Atlantic Trust Group LLC 1752 - 2024-03-31 616 $41,000 -7,662
   Steward Partners Investment Advisory LLC 2203 - 2024-03-31 605 $40,000 -437
   BROWN BROTHERS HARRIMAN & CO 906 - 2024-03-31 289 $19,000 -867
   NATIONAL BANK OF CANADA /FI/ 1938 - 2024-03-31 196 $12,000 -158
   APCM Wealth Management for Individuals 97 - 2024-03-31 156 $10,000 -15
   Cornerstone Planning Group LLC 453 - 2024-03-31 117 $8,000 -18
   HARBOUR INVESTMENTS INC. 2257 - 2023-12-31 114 $7,000 -25
   SIGNATUREFD, LLC 2467 - 2024-03-31 83 $6,000 -44
   FTB Advisors Inc. 1835 - 2024-03-31 68 $5,000 -212
   TRANSAMERICA FINANCIAL ADVISORS, INC. 408 - 2024-03-31 29 $2,000 -13
   Fortis Group Advisors LLC 444 - 2024-03-31 23 $2,000 -23
   Sound Income Strategies LLC 1171 - 2024-03-31 18 $1,000 -110
   SYSTM Wealth Solutions LLC 961 - 2024-03-31 17 $1,000 -264
   CULLEN FROST BANKERS INC 987 - 2024-03-31 0 $0 -432
  54 Records found
  1    
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