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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/ 1039 - 2023-12-31 974,444 $62,481,000 -63,230
   ENVESTNET ASSET MANAGEMENT INC 560 - 2023-12-31 891,479 $57,162,000 -14,769
   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 928 - 2023-12-31 560,545 $35,947,000 543,812
   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
   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
   ROYAL BANK OF CANADA 1276 - 2023-12-31 216,768 $13,899,000 37,781
   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
   JANE STREET GROUP LLC 1233 - 2023-12-31 102,917 $6,599,000 -13,210
   Cetera Investment Advisers 363 - 2023-12-31 99,694 $6,392,000 -6,195
   MORGAN STANLEY 3673 - 2023-12-31 97,698 $6,264,000 -14,091
   UBS Group AG 1830 - 2023-12-31 93,971 $6,025,000 12,500
   Blue Edge Capital LLC 26 - 2023-12-31 90,801 $5,822,000 -921
   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
   INNEALTA CAPITAL LLC 16 - 2023-12-31 66,641 $4,273,000 32,541
   DORSEY & WHITNEY TRUST CO LLC 88 - 2024-03-31 60,805 $4,062,000 1,082
   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
   Green Harvest Asset Management LLC 65 - 2023-12-31 51,543 $3,305,000 -6,743
   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
   COMERICA BANK 1003 - 2023-12-31 42,640 $2,734,000 27,267
   BB&T CORP 1194 - 2023-12-31 34,332 $2,201,000 -439
   STIFEL FINANCIAL CORP 1736 - 2023-12-31 28,277 $1,813,000 3,432
   FINANCIAL NETWORK 1131 - 2023-12-31 22,764 $1,460,000 -170
   SPINNAKER TRUST 126 - 2024-03-31 20,972 $1,401,000 -203
   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
   BANK OF NEW YORK MELLON CORP 3064 - 2024-03-31 17,161 $1,146,000 4,310
   SYON CAPITAL LLC 123 *New 2023-12-31 17,744 $1,138,000 17,744
   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
   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
   GeoWealth Management LLC 263 - 2023-12-31 10,924 $700,000 -228
   PRIVATE TRUST CO NA 304 - 2024-03-31 9,854 $658,000 -1,318
   CAPTRUST FINANCIAL ADVISORS 1551 - 2023-12-31 10,041 $644,000 -391
   FMR LLC 2499 - 2023-12-31 8,785 $563,000 1,618
   Streettalk Advisors LLC 245 - 2024-03-31 8,329 $556,000 -157,443
   BANK OF MONTREAL /CAN/ 1966 - 2023-12-31 8,487 $545,000 2,926
   Sontag Advisory LLC 420 - 2024-03-31 7,749 $518,000 -685
   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
   Atria Wealth Solutions Inc. 1221 - 2023-12-31 7,451 $478,000 -93
   RICHARDSON FINANCIAL SERVICES INC. 83 - 2024-03-31 7,116 $475,000 -596
   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
   MULTIFINANCIAL SECURITIES CORP 1190 - 2023-12-31 7,021 $450,000 228
   Source Financial Advisors LLC 79 - 2024-03-31 6,242 $417,000 -4,682
   Goss Wealth Management LLC 1363 - 2023-12-31 6,492 $416,000 326
   FINEMARK NATIONAL BANK & TRUST 298 - 2023-12-31 6,305 $404,000 0
   Icon Wealth Advisors LLC 221 - 2023-12-31 6,302 $404,000 -866
   RAYMOND JAMES TRUST CO 821 - 2024-03-31 5,993 $400,000 232
   SCOTIA CAPITAL INC. 616 - 2023-12-31 6,162 $395,000 1,260
   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
   CITADEL ADVISORS LLC 3846 - 2023-12-31 6,004 $385,000 2,572
   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
   MARINER WEALTH ADVISORS, LLC 2151 - 2023-12-31 5,820 $373,000 192
   Ullmann Financial Group Inc. 82 - 2024-03-31 5,525 $369,000 0
   Icon Wealth Partners LLC 209 - 2023-09-30 6,302 $366,000 -518
   MML INVESTORS SERVICES LLC 1944 *New 2023-12-31 5,524 $354,000 5,524
   KESTRA PRIVATE WEALTH SERVICES LLC 940 *New 2024-03-31 5,287 $353,000 5,287
   MERCER GLOBAL ADVISORS INC /ADV 1511 - 2023-12-31 5,500 $353,000 5,500
   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
   QUADRANT CAPITAL GROUP LLC 409 *New 2023-12-31 5,254 $337,000 5,254
   D E SHAW & CO INC 2369 *New 2023-12-31 5,226 $335,000 5,226
   Csenge Advisory Group 527 - 2024-03-31 4,895 $327,000 -30
   WEDBUSH MORGAN SECURITIES INC 729 - 2023-12-31 5,090 $326,000 -457
   CREATIVE PLANNING 2121 - 2023-12-31 4,415 $283,000 -4,072
   TOWNSQUARE CAPITAL LLC 944 - 2023-12-31 4,307 $276,000 0
   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
   Qube Research & Technologies Ltd 2306 - 2023-12-31 3,941 $253,000 3,941
   Cooksen Wealth LLC 43 - 2024-03-31 3,728 $249,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 248 *New 2023-09-30 4,011 $233,000 4,011
   BANCORPSOUTH BANK 308 - 2023-12-31 3,533 $227,000 0
   RMB CAPITAL MANAGEMENT LLC 478 - 2023-12-31 3,540 $227,000 0
   Gallagher Fiduciary Advisors LLC 169 - 2023-12-31 3,502 $225,000 -304
   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
   One Wealth Management Investment & Advisory Servic - 2023-12-31 3,346 $215,000 0
   BUSEY TRUST CO 340 - 2024-03-31 3,132 $209,000 0
   HANSON MCCLAIN, INC. 766 - 2024-03-31 3,132 $209,000 2,979
   Crabel Capital Management LLC 127 *New 2023-12-31 3,219 $206,000 3,219
  100 Records found
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