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Get Institutions for : 
Jpmorgan Betabuilders International Equity Etf (BBIN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    6
Total shares held : 
68,280,733  
% of shares held : 
75.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
1,647,753  
% of shares held change : 
  1.83%  
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 :
14
 397,369
 0.58%
 
Increased Positions :
42
 1,738,209
 2.55%
 
Unchanged Positions :
6
 249,769
 0.37%
 
Decreased Positions :
17
-262,504
-0.38%
 
Closed Positions :
8
-225,321
-0.33%
 
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 65 - 2023-12-31 60,199,487 $3,427,157,000 579,800
   MORGAN STANLEY 1396 - 2023-12-31 1,235,422 $70,333,000 183,001
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 120 - 2023-12-31 868,047 $49,418,000 -11,651
   JANNEY MONTGOMERY SCOTT LLC 134 - 2023-12-31 844,654 $48,086,000 149,602
   LPL FINANCIAL CORP 532 - 2023-12-31 797,090 $45,378,000 77,555
   Vestmark Advisory Solutions Inc. 8 - 2023-12-31 627,492 $35,723,000 50,839
   JANE STREET GROUP LLC 453 - 2023-12-31 428,675 $24,404,000 428,675
   ENVESTNET ASSET MANAGEMENT INC 943 - 2023-12-31 410,762 $23,385,000 54,294
   DAYMARK WEALTH PARTNERS LLC 19 - 2024-03-31 318,000 $19,123,000 -23,503
   Advisor Group Holdings Inc. 505 - 2023-12-31 330,890 $18,839,000 -56,601
   Pallas Capital Advisors LLC 20 - 2024-03-31 263,319 $15,835,000 8,759
   MN Wealth Advisors LLC 2 - 2023-12-31 232,129 $13,215,000 0
   BANK OF AMERICA CORP /DE/ 2193 - 2023-12-31 214,465 $12,209,000 -95,890
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 415 - 2024-03-31 186,060 $11,189,000 -5,912
   Integrity Advisory LLC 2 - 2022-12-31 197,816 $9,818,000 -32,242
   Connectus Wealth LLC 121 *New 2023-12-31 146,190 $8,323,000 146,190
   WNY Asset Management LLC 16 *New 2023-12-31 137,267 $7,815,000 137,267
   CITADEL ADVISORS LLC 1413 *New 2023-12-31 115,634 $6,583,000 115,634
   Change Path LLC 83 - 2023-12-31 67,629 $3,850,000 -17,387
   MML INVESTORS SERVICES LLC 754 - 2023-12-31 59,471 $3,386,000 -6,669
   PARK AVENUE SECURITIES LLC 281 - 2024-03-31 51,904 $3,121,000 -123
   MASSMUTUAL TRUST CO FSB/ADV 172 - 2024-03-31 48,048 $2,889,000 -30,886
   FINANCIAL NETWORK 835 - 2023-12-31 46,541 $2,650,000 5,232
   HBW Advisory Services LLC 64 - 2024-03-31 47,183 $2,460,000 0
   MERRIMAN WEALTH MANAGEMENT, LLC 66 - 2023-12-31 42,528 $2,421,000 2,079
   Integrated Wealth Concepts LLC 413 - 2023-12-31 41,975 $2,390,000 23,389
   3Chopt Investment Partners LLC 35 - 2023-12-31 39,799 $2,266,000 13,058
   LAKE STREET FINANCIAL LLC 91 - 2024-03-31 31,538 $1,897,000 1,208
   Ascent Group LLC 160 - 2023-12-31 33,031 $1,885,000 -26
   GeoWealth Management LLC 134 - 2023-12-31 31,062 $1,768,000 -6,554
   Wayfinding Financial LLC 24 - 2023-12-31 28,173 $1,603,000 3,044
   ROTHSCHILD INVESTMENT CORP /IL 137 - 2023-09-30 29,416 $1,533,000 2,639
   Geneos Wealth Management Inc. - 2023-12-31 22,572 $1,285,000 2,021
   Emerald Advisors LLC 21 - 2024-03-31 20,949 $1,260,000 -929
   ROYAL BANK OF CANADA 2987 - 2023-12-31 20,126 $1,146,000 11,479
   Cetera Investment Advisers 1066 - 2023-12-31 18,881 $1,075,000 333
   TFB Advisors LLC 54 - 2023-12-31 18,016 $1,026,000 -6,042
   Perigon Wealth Management LLC 349 *New 2023-12-31 16,575 $944,000 16,575
   Farther Finance Advisors LLC 263 - 2023-12-31 14,186 $808,000 2,032
   IFP Advisors Inc 430 *New 2023-12-31 14,004 $797,000 14,004
   NWAM LLC 282 - 2023-12-31 12,461 $709,000 1,389
   FLAGSHIP HARBOR ADVISORS LLC 312 - 2024-03-31 11,402 $686,000 154
   Security Financial Services INC. 85 - 2024-03-31 11,187 $673,000 -6,531
   TRANSCEND WEALTH COLLECTIVE LLC 273 - 2023-12-31 11,201 $638,000 1,268
   Gateway Wealth Partners LLC 83 - 2023-12-31 11,011 $627,000 4,126
   Private Advisor Group LLC 1347 - 2023-12-31 10,863 $618,000 2,896
   Insight Advisors LLC/ PA - 2023-12-31 10,323 $588,000 3,781
   Envestnet Portfolio Solutions Inc. 995 - 2023-12-31 9,952 $567,000 3,954
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2430 - 2024-03-31 9,063 $545,000 172
   HIGHTOWER ADVISORS, LLC 2229 - 2023-12-31 9,245 $526,000 1,457
   OmniStar Financial Group Inc. 85 *New 2024-03-31 8,680 $522,000 8,680
   GSB Wealth Management LLC 134 - 2023-12-31 8,900 $507,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2772 - 2023-12-31 7,680 $437,000 2,713
   TBH Global Asset Management LLC 168 - 2023-12-31 7,446 $424,000 -55,266
   Strategic Financial Concepts LLC 183 *New 2024-03-31 6,908 $415,000 6,908
   Ignite Planners LLC 176 - 2024-03-31 6,735 $403,000 243
   LOCKERMAN FINANCIAL GROUP INC. 41 - 2024-03-31 6,597 $397,000 -1,800
   MULTIFINANCIAL SECURITIES CORP 1284 - 2023-12-31 6,551 $373,000 356
   RICHARDSON FINANCIAL SERVICES INC. 91 - 2023-12-31 6,357 $362,000 0
   FIRETHORN WEALTH PARTNERS LLC 95 *New 2024-03-31 5,738 $345,000 5,738
   Twin Peaks Wealth Advisors LLC 98 - 2024-03-31 5,305 $319,000 -37
   Financial Network Wealth Management LLC 84 - 2023-12-31 5,363 $305,000 230
   BMS Financial Advisors LLC 97 *New 2023-06-30 5,180 $284,000 5,180
   Cobblestone Asset Management LLC 39 *New 2024-03-31 4,401 $265,000 4,401
   CHANNEL WEALTH LLC 150 - 2024-03-31 4,097 $246,000 -546
   Jacobi Capital Management LLC 432 *New 2023-12-31 3,815 $217,000 3,815
   Prime Capital Investment Advisors LLC - 2023-12-31 3,770 $215,000 3,770
   PROEQUITIES INC. 626 - 2023-12-31 3,763 $214,000 449
   NORTHERN TRUST CORP 3889 *New 2023-12-31 3,616 $206,000 3,616
   PRIVATE TRUST CO NA 652 - 2024-03-31 3,291 $198,000 102
   ADVISORY SERVICES NETWORK, LLC 1360 *New 2023-12-31 2,921 $166,000 2,921
   WHITTIER TRUST CO OF NEVADA INC 499 *New 2023-12-31 2,790 $159,000 2,790
   COMERICA BANK 2467 - 2023-12-31 1,897 $108,000 621
   Family Asset Management LLC 119 - 2023-12-31 1,347 $77,000 -139
   Global Retirement Partners LLC 1197 - 2024-03-31 1,252 $75,000 -392
   ICA Group Wealth Management LLC 547 - 2023-12-31 751 $43,000 751
   LGT Financial Advisors LLC 237 - 2023-12-31 721 $41,000 -865
   HANSON MCCLAIN, INC. 1397 - 2024-03-31 659 $40,000 91
   FMR LLC 3584 - 2023-12-31 548 $31,000 443
   UBS Group AG 5575 *New 2023-12-31 500 $28,000 500
   EverSource Wealth Advisors LLC 1386 - 2023-12-31 270 $15,000 3
   Spire Wealth Management 1680 - 2024-03-31 187 $11,000 -34
   TOWER RESEARCH CAPITAL LLC 4756 - 2023-12-31 111 $6,000 0
   Riggs Asset Managment Co. Inc. 282 - 2023-12-31 98 $6,000 0
   Coastal Investment Advisors Inc. 767 - 2024-03-31 45 $3,000 45
   CREATIVE FINANCIAL DESIGNS INC /ADV 1368 *New 2023-12-31 55 $3,000 55
   VALLEY NATIONAL ADVISERS INC 1152 *New 2024-03-31 31 $1,000 31
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3191 *Closed 2023-12-31 0 $0 -191
   OLD MISSION CAPITAL LLC 888 *Closed 2023-12-31 0 $0 -186,790
   FTB Advisors Inc. 2253 *New 2024-03-31 0 $0 0
   HARBOUR INVESTMENTS INC. 2939 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6065 *Closed 2023-12-31 0 $0 -1,291
   FLOW TRADERS U.S. LLC 1036 *Closed 2023-12-31 0 $0 -36,126
   BANK OF NEW YORK MELLON CORP 4214 *Closed 2024-03-31 0 $0 -91,153
   Cranbrook Wealth Management LLC 308 *Closed 2024-03-31 0 $0 -10
   CWM LLC 4599 *Closed 2024-03-31 0 $0 -105
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -506

  97 Records found
  1    
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