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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    5
Total shares held : 
 16,888,776  
% of shares held : 
 18.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,873,429  
% of shares held change : 
   2.08%  
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 :
13
 114,028
 0.68%
 
Increased Positions :
56
 2,018,854
 11.95%
 
Unchanged Positions :
13
 289,503
 1.71%
 
Decreased Positions :
15
-232,693
-1.38%
 
Closed Positions :
8
-26,760
-0.16%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 253 - 2023-12-31 8,304,490 $713,273,000 -159,106
   LPL FINANCIAL CORP 254 - 2023-12-31 1,316,419 $113,067,000 391,753
   JANNEY MONTGOMERY SCOTT LLC 60 - 2023-12-31 1,193,360 $102,497,000 366,502
   MORGAN STANLEY 1348 - 2023-12-31 894,876 $76,861,000 207,965
   Vestmark Advisory Solutions Inc. 4 - 2023-12-31 696,762 $59,845,000 126,803
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 103 - 2023-12-31 673,909 $57,882,000 110,790
   Cornerstone Wealth Management LLC 2 - 2024-03-31 606,616 $57,283,000 -19,269
   ENVESTNET ASSET MANAGEMENT INC 634 - 2023-12-31 552,279 $47,435,000 182,063
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 161 - 2024-03-31 321,536 $30,363,000 57,213
   Advisor Group Holdings Inc. 352 - 2023-12-31 346,535 $29,766,000 34,537
   MN Wealth Advisors LLC 1 - 2023-12-31 251,895 $21,635,000 0
   BANK OF AMERICA CORP /DE/ 1815 - 2023-12-31 225,777 $19,392,000 223,563
   Integrity Advisory LLC 1 - 2022-12-31 211,318 $14,484,000 -18,023
   THRIVENT FINANCIAL FOR LUTHERANS 580 - 2023-12-31 127,154 $10,921,000 24,050
   PARK AVENUE SECURITIES LLC 121 - 2024-03-31 99,659 $9,411,000 23,712
   IFG Advisory LLC 24 - 2023-12-31 105,581 $9,068,000 -36,597
   Orion Portfolio Solutions LLC 196 - 2023-12-31 101,121 $8,668,000 -1,211
   MASSMUTUAL TRUST CO FSB/ADV 87 - 2024-03-31 87,908 $8,301,000 650
   Archford Capital Strategies LLC 15 - 2024-03-31 79,423 $7,500,000 22,355
   Change Path LLC 57 - 2023-12-31 76,399 $6,562,000 -8,812
   SCHMIDT P J INVESTMENT MANAGEMENT INC 27 - 2024-03-31 68,197 $6,440,000 26,692
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1000 - 2023-12-31 69,605 $5,978,000 66,749
   FINANCIAL NETWORK 596 - 2023-12-31 55,772 $4,790,000 14,975
   MML INVESTORS SERVICES LLC 647 - 2023-12-31 52,593 $4,517,000 21,125
   Ascent Group LLC 64 - 2023-12-31 40,916 $3,703,000 8,699
   LAKE STREET FINANCIAL LLC 56 - 2024-03-31 36,768 $3,472,000 1,165
   Private Advisor Group LLC 571 - 2023-12-31 39,808 $3,419,000 17,234
   GeoWealth Management LLC 85 - 2023-12-31 35,134 $3,017,000 -2,008
   3Chopt Investment Partners LLC 21 *New 2023-12-31 30,500 $2,620,000 30,500
   Integrated Wealth Concepts LLC 390 - 2023-12-31 30,005 $2,577,000 8,506
   Wayfinding Financial LLC 15 - 2023-12-31 29,642 $2,545,000 5,455
   CITADEL ADVISORS LLC 2174 *New 2023-12-31 27,591 $2,370,000 27,591
   Cetera Investment Advisers 728 - 2023-12-31 27,371 $2,351,000 5,915
   Security Financial Services INC. 46 - 2024-03-31 19,912 $1,880,000 307
   AMERIPRISE FINANCIAL INC 2885 - 2023-12-31 19,471 $1,672,000 -1,544
   GOLDMAN SACHS GROUP INC/ 3270 - 2023-12-31 18,497 $1,589,000 0
   LOCKERMAN FINANCIAL GROUP INC. 5 - 2024-03-31 16,798 $1,586,000 2,526
   Rosenberg Matthew Hamilton 30 - 2024-03-31 16,488 $1,555,000 7,384
   Farther Finance Advisors LLC 201 - 2023-12-31 15,000 $1,288,000 3,833
   TRANSCEND WEALTH COLLECTIVE LLC 178 - 2023-12-31 14,983 $1,287,000 1,727
   COMMONWEALTH EQUITY SERVICES LLC. 1965 - 2023-12-31 14,647 $1,258,000 2,531
   IFP Advisors Inc 335 *New 2023-12-31 14,484 $1,244,000 14,484
   TFB Advisors LLC 46 - 2023-12-31 14,300 $1,228,000 -2,443
   ROYAL BANK OF CANADA 2950 - 2023-12-31 14,103 $1,211,000 13,309
   Envestnet Portfolio Solutions Inc. 744 - 2023-12-31 13,864 $1,191,000 7,516
   FIRETHORN WEALTH PARTNERS LLC 38 - 2024-03-31 11,132 $1,051,000 7,531
   Apollon Wealth Management LLC 432 - 2023-12-31 12,221 $1,050,000 -343
   SUTTON PLACE INVESTORS LLC 61 - 2024-03-31 10,540 $995,000 1,765
   Gateway Wealth Partners LLC 68 - 2023-12-31 11,380 $977,000 4,681
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2081 - 2024-03-31 10,077 $952,000 -42
   HIGHTOWER ADVISORS, LLC 1830 - 2023-12-31 10,809 $927,000 2,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1278 *New 2024-03-31 9,473 $894,000 9,473
   NWAM LLC 244 - 2023-12-31 10,264 $882,000 2,005
   Strategic Financial Concepts LLC 116 *New 2024-03-31 9,021 $852,000 9,021
   Jacobi Capital Management LLC 215 - 2023-12-31 9,573 $822,000 3,618
   MULTIFINANCIAL SECURITIES CORP 883 - 2023-12-31 9,061 $778,000 2,451
   RAYMOND JAMES & ASSOCIATES 2738 *New 2024-03-31 8,193 $774,000 8,193
   Ignite Planners LLC 103 - 2024-03-31 8,144 $768,000 761
   Fingerlakes Wealth Management Inc. 43 - 2024-03-31 6,876 $649,000 537
   PRIVATE TRUST CO NA 324 - 2024-03-31 6,389 $603,000 1,099
   Twin Peaks Wealth Advisors LLC 67 - 2024-03-31 5,711 $539,000 -6
   Financial Network Wealth Management LLC 60 - 2023-12-31 6,029 $517,000 741
   PROEQUITIES INC. 444 - 2023-12-31 5,644 $485,000 2,233
   Goodman Advisory Group LLC 53 *New 2023-12-31 5,453 $468,000 5,453
   RICHARDSON FINANCIAL SERVICES INC. 78 - 2023-12-31 4,975 $427,000 0
   Gladstone Institutional Advisory LLC 484 *New 2023-12-31 4,246 $365,000 4,246
   Mutual Advisors LLC 760 - 2023-12-31 4,042 $347,000 -10
   Global Retirement Partners LLC 611 - 2024-03-31 3,636 $343,000 795
   PFG Advisors 495 - 2023-12-31 3,344 $287,000 236
   Wealthfront Advisers LLC 818 *New 2024-03-31 2,883 $272,000 2,883
   Atria Wealth Solutions Inc. 1559 - 2023-12-31 3,104 $267,000 4
   Prime Capital Investment Advisors LLC - 2023-12-31 3,014 $259,000 394
   ADVISORY SERVICES NETWORK, LLC 1148 *New 2023-12-31 2,946 $253,000 2,946
   WHITTIER TRUST CO OF NEVADA INC 423 *New 2023-12-31 2,929 $252,000 2,929
   Herold Advisors Inc. 218 - 2023-12-31 2,750 $236,000 0
   Shared Vision Wealth Group LLC 68 - 2023-12-31 2,702 $232,000 0
   Betterment LLC 309 *New 2023-12-31 2,636 $226,000 2,636
   BANK OF NEW YORK MELLON CORP 3773 *New 2024-03-31 2,304 $218,000 2,304
   Qube Research & Technologies Ltd 2390 - 2023-12-31 2,462 $211,000 -500
   WELCH GROUP, LLC 210 - 2024-03-31 2,227 $210,000 -500
   Archer Investment Corp 233 - 2023-12-31 1,984 $170,000 0
   Family Asset Management LLC 109 - 2023-12-31 1,903 $163,000 34
   COMERICA BANK 2453 - 2023-12-31 1,326 $114,000 113
   ICA Group Wealth Management LLC 355 - 2023-12-31 1,184 $102,000 1,184
   FMR LLC 3139 - 2023-12-31 950 $82,000 364
   HANSON MCCLAIN, INC. 1215 - 2024-03-31 648 $61,000 277
   TOWER RESEARCH CAPITAL LLC 3024 *New 2023-12-31 678 $58,000 678
   IAG Wealth Partners LLC 175 - 2024-03-31 454 $43,000 3
   BLAIR WILLIAM & CO/IL 1593 - 2023-12-31 474 $41,000 434
   LGT Financial Advisors LLC 238 - 2023-12-31 474 $41,000 -238
   Tidemark LLC 267 - 2023-12-31 404 $35,000 0
   HARBOUR INVESTMENTS INC. 1784 - 2023-12-31 275 $24,000 161
   LAZARD ASSET MANAGEMENT LLC 1822 - 2023-12-31 261 $22,000 0
   Spire Wealth Management 1512 - 2024-03-31 213 $20,000 -29
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2371 - 2023-12-31 236 $20,000 -33
   JNBA FINANCIAL ADVISORS 435 - 2024-03-31 136 $13,000 0
   EverSource Wealth Advisors LLC 1506 - 2023-12-31 127 $11,000 1
   Riggs Asset Managment Co. Inc. 248 - 2023-12-31 111 $10,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1160 *New 2023-12-31 90 $8,000 90
   Pineridge Advisors LLC - 2023-12-31 57 $5,000 0
  100 Records found
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