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Get Institutions for : 
Jpmorgan Betabuilders Msci Us Reit Etf (BBRE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    8
Total shares held : 
 6,110,314  
% of shares held : 
 5.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -237,326  
% of shares held change : 
   -0.22%  
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 :
11
 71,544
 1.17%
 
Increased Positions :
15
 183,204
 3%
 
Unchanged Positions :
6
 200,316
 3.28%
 
Decreased Positions :
10
-474,599
-7.77%
 
Closed Positions :
3
-17,475
-0.29%
 
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 474 - 2024-03-31 3,636,225 $321,733,000 48,729
   UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO - 2024-03-31 2,512,433 $222,300,000 58,416
   GLOBAL ENDOWMENT MANAGEMENT, LP 4 - 2024-03-31 666,183 $58,944,000 37,900
   HIGHTOWER ADVISORS, LLC 294 - 2024-03-31 468,138 $41,418,000 -10,916
   ALASKA PERMANENT CAPITAL MANAGEMENT 10 - 2024-03-31 385,380 $34,083,000 -24,792
   BANK OF AMERICA CORP /DE/ 1891 - 2024-03-31 237,171 $20,985,000 34,409
   MORGAN STANLEY 2640 - 2024-03-31 232,703 $20,590,000 24,280
   State of Tennessee Treasury Department 257 - 2024-03-31 200,000 $17,696,000 0
   APCM Wealth Management for Individuals 12 - 2024-03-31 167,186 $14,793,000 2,472
   LPL FINANCIAL CORP 1672 - 2024-03-31 64,120 $5,673,000 2,725
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 531 - 2024-03-31 63,671 $5,634,000 46,896
   Fortress Wealth Management Inc. 18 - 2024-03-31 35,100 $3,106,000 2,303
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1617 - 2024-03-31 25,307 $2,239,000 4,499
   GOLDMAN SACHS GROUP INC/ 3480 - 2024-03-31 13,185 $1,167,000 -13,327
   CITADEL ADVISORS LLC 3040 - 2024-03-31 11,639 $1,030,000 -782
   Atomi Financial Group Inc. 205 - 2024-03-31 9,834 $870,000 208
   MARINER WEALTH ADVISORS, LLC 1618 - 2024-03-31 9,647 $854,000 415
   Integrated Wealth Concepts LLC 987 - 2024-03-31 6,407 $567,000 592
   Private Advisor Group LLC 1587 - 2024-03-31 5,021 $444,000 191
   TOWER RESEARCH CAPITAL LLC 1234 *New 2024-03-31 2,998 $265,000 2,998
   MERCER GLOBAL ADVISORS INC /ADV 1741 *New 2024-03-31 2,410 $213,000 2,410
   Integrated Advisors Network LLC 665 - 2024-03-31 2,360 $209,000 0
   D E SHAW & CO INC 2603 *New 2024-03-31 2,330 $206,000 2,330
   ANGELES WEALTH MANAGEMENT LLC 213 - 2024-03-31 2,298 $203,000 919
   Advisor Group Holdings Inc. 3856 - 2024-03-31 1,781 $158,000 1,164
   Versant Capital Management Inc 147 - 2024-03-31 1,739 $154,000 -84
   ROYAL BANK OF CANADA 4354 - 2024-03-31 1,699 $150,000 -515
   Qube Research & Technologies Ltd 2892 - 2024-03-31 907 $80,000 -10
   COMERICA BANK 2701 - 2024-03-31 654 $58,000 620
   Colonial Trust Co / SC 619 - 2024-03-31 283 $25,000 0
   Sound Income Strategies LLC 608 - 2024-03-31 199 $18,000 -26
   Founders Financial Alliance LLC 461 - 2024-03-31 146 $13,000 0
   Goss Wealth Management LLC 2762 *New 2024-03-31 150 $13,000 150
   Steward Partners Investment Advisory LLC 2750 - 2024-03-31 119 $11,000 0
   WELLS FARGO & CO/MN 5181 *New 2024-03-31 107 $9,000 107
   Aptus Capital Advisors LLC 1070 *New 2024-03-31 51 $5,000 51
   Investors Research Corp 848 - 2024-03-31 44 $4,000 0
   Global Retirement Partners LLC 2685 - 2024-03-31 25 $2,000 0
   LGT Financial Advisors LLC 753 - 2024-03-31 24 $2,000 0
   Farther Finance Advisors LLC 2800 - 2024-03-31 7 $1,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1834 *Closed 2024-03-31 0 $0 -356
   Horizon Family Wealth Inc. 77 *Closed 2024-03-31 0 $0 -3,500
   Endowment Wealth Management Inc. 131 *Closed 2024-03-31 0 $0 -2,394
   SANDY SPRING BANK 1241 *Closed 2024-03-31 0 $0 -50
   PROEQUITIES INC. 7899 - 2024-03-31 0 $0 0
   Larson Financial Group LLC 1808 - 2024-03-31 1 $0 0
   FLOW TRADERS U.S. LLC 1019 *Closed 2024-03-31 0 $0 -10,022
   ROCKLAND TRUST CO 301 *Closed 2024-03-31 0 $0 -2,438
   FMR LLC 5644 *Closed 2024-03-31 0 $0 -15
   GTS SECURITIES LLC 1699 *Closed 2024-03-31 0 $0 -2,566
  50 Records found
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