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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
   J P MORGAN CHASE & CO 36 - 2024-03-31 80,164,588 $5,355,796,000 1,987,658
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 123 - 2024-03-31 762,096 $50,916,000 37,992
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 298 - 2024-03-31 433,420 $28,957,000 298,290
   RIVERFRONT INVESTMENT GROUP, LLC 33 - 2024-03-31 429,824 $28,716,000 41,774
   ROYAL BANK OF CANADA 1106 - 2024-03-31 312,296 $20,865,000 95,528
   Elm Partners Management LLC 15 - 2024-03-31 274,459 $18,337,000 48,726
   RAYMOND JAMES & ASSOCIATES 875 - 2024-03-31 241,158 $16,112,000 3,015
   CI Private Wealth LLC 557 - 2024-03-31 131,891 $8,812,000 -2,594
   Willis Johnson & Associates Inc. 27 - 2024-03-31 114,053 $7,620,000 7,323
   MORGAN STANLEY 3610 - 2024-03-31 99,236 $6,630,000 1,538
   UBS Group AG 1974 - 2024-03-31 94,583 $6,319,000 612
   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
   Cetera Investment Advisers 291 - 2024-03-31 83,580 $5,584,000 -16,114
   LPL FINANCIAL CORP 1685 - 2024-03-31 82,739 $5,528,000 -1,131
   INNEALTA CAPITAL LLC 18 - 2024-03-31 66,641 $4,452,000 0
   DORSEY & WHITNEY TRUST CO LLC 88 - 2024-03-31 60,805 $4,062,000 1,082
   Green Harvest Asset Management LLC 62 - 2024-03-31 53,431 $3,570,000 1,888
   Advisor Group Holdings Inc. 1293 - 2024-03-31 51,794 $3,461,000 -71,640
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1249 - 2024-03-31 50,626 $3,382,000 50,626
   ATLAS CAPITAL ADVISORS LLC 48 - 2024-03-31 47,562 $3,178,000 6,254
   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
   BLUE CREEK INVESTMENT PARTNERS LLC 64 - 2024-03-31 43,408 $2,900,000 0
   STIFEL FINANCIAL CORP 1780 - 2024-03-31 27,194 $1,817,000 -1,083
   LAKE STREET ADVISORS GROUP LLC 153 - 2024-03-31 25,743 $1,720,000 25,743
   Rockefeller Capital Management L.P. 1078 *New 2024-03-31 25,072 $1,675,000 25,072
   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
   BANK OF MONTREAL /CAN/ 1560 - 2024-03-31 19,652 $1,315,000 11,165
   Resources Investment Advisors Inc. 440 - 2024-03-31 18,745 $1,252,000 1,939
   ALASKA PERMANENT CAPITAL MANAGEMENT 30 - 2024-03-31 18,693 $1,247,000 654
   MULTIFINANCIAL SECURITIES CORP 1049 - 2024-03-31 18,502 $1,236,000 11,481
   BANK OF NEW YORK MELLON CORP 3064 - 2024-03-31 17,161 $1,146,000 4,310
   BLAIR WILLIAM & CO/IL 877 - 2024-03-31 14,526 $970,000 395
   HB Wealth Management LLC 360 - 2024-03-31 14,152 $946,000 50
   SYON CAPITAL LLC 172 - 2024-03-31 13,345 $892,000 -4,399
   FMR LLC 2431 - 2024-03-31 11,417 $763,000 2,632
   SAPIENT CAPITAL LLC 202 - 2024-03-31 11,249 $752,000 -1,538
   NORTHERN TRUST CORP 3414 *New 2024-03-31 11,185 $747,000 11,185
   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
   D E SHAW & CO INC 2271 - 2024-03-31 7,470 $499,000 2,244
   CVA Family Office LLC 144 - 2024-03-31 7,420 $496,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2293 - 2024-03-31 7,238 $484,000 462
   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
   PALISADES HUDSON ASSET MANAGEMENT L.P. 58 - 2024-03-31 7,007 $468,000 59
   Inscription Capital LLC 104 - 2024-03-31 6,959 $467,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2859 - 2024-03-31 6,796 $454,000 1,428
   Qube Research & Technologies Ltd 2225 - 2024-03-31 6,535 $437,000 2,594
   FINEMARK NATIONAL BANK & TRUST 300 - 2024-03-31 6,305 $421,000 0
   Icon Wealth Advisors LLC 229 - 2024-03-31 6,302 $421,000 0
   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
   MARINER WEALTH ADVISORS, LLC 2202 - 2024-03-31 6,020 $402,000 200
   RAYMOND JAMES TRUST CO 821 - 2024-03-31 5,993 $400,000 232
   Sunpointe LLC 70 - 2024-03-31 5,881 $393,000 1,124
   Aurum Wealth Management Group LLC 226 - 2024-03-31 5,851 $391,000 538
   MML INVESTORS SERVICES LLC 1946 - 2024-03-31 5,666 $379,000 142
   SATHER FINANCIAL GROUP INC 70 *New 2024-03-31 5,634 $376,000 5,634
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1363 - 2023-09-30 6,457 $375,000 -9,728
   Ullmann Financial Group Inc. 82 - 2024-03-31 5,525 $369,000 0
   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
   Operose Advisors LLC 112 - 2024-03-31 5,374 $359,000 5,374
   CITADEL ADVISORS LLC 4059 - 2024-03-31 5,320 $355,000 -684
   WEDBUSH MORGAN SECURITIES INC 788 - 2024-03-31 5,315 $355,000 225
   KESTRA PRIVATE WEALTH SERVICES LLC 940 *New 2024-03-31 5,287 $353,000 5,287
   QUADRANT CAPITAL GROUP LLC 425 - 2024-03-31 5,254 $351,000 0
   US BANCORP 1712 - 2024-03-31 5,203 $348,000 2,909
   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
   CREATIVE PLANNING 2239 - 2024-03-31 4,493 $300,000 78
   TOWNSQUARE CAPITAL LLC 1011 - 2024-03-31 4,355 $291,000 48
   Goss Wealth Management LLC 1666 - 2024-03-31 4,176 $279,000 -2,316
   BESSEMER GROUP INC 945 - 2024-03-31 4,063 $271,000 4,046
   SEVEN MILE ADVISORY 108 - 2024-03-31 4,013 $268,000 -38
   CLS INVESTMENT FIRM LLC 1192 - 2022-12-31 4,645 $266,000 0
   Cooksen Wealth LLC 43 - 2024-03-31 3,728 $249,000 0
   Gallagher Fiduciary Advisors LLC 164 - 2024-03-31 3,683 $246,000 181
   RMB CAPITAL MANAGEMENT LLC 524 - 2024-03-31 3,540 $237,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 248 *New 2023-09-30 4,011 $233,000 4,011
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1457 - 2024-03-31 3,370 $225,000 250
   One Wealth Management Investment & Advisory Servic 119 - 2024-03-31 3,346 $224,000 0
   VANGUARD GROUP INC 4160 *New 2024-03-31 3,258 $218,000 3,258
   PNC FINANCIAL SERVICES GROUP INC 2113 - 2024-03-31 3,258 $218,000 21
   BANCORPSOUTH BANK 324 - 2024-03-31 3,147 $210,000 -386
  100 Records found
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