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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 223 - 2024-03-31 1,587,576 $149,915,000 271,157
   JANNEY MONTGOMERY SCOTT LLC 45 - 2024-03-31 1,566,681 $147,942,000 373,321
   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
   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
   MN Wealth Advisors LLC 1 - 2024-03-31 269,237 $25,424,000 17,342
   BANK OF AMERICA CORP /DE/ 1815 - 2023-12-31 225,777 $19,392,000 223,563
   IFG Advisory LLC 16 - 2024-03-31 136,636 $12,903,000 31,055
   THRIVENT FINANCIAL FOR LUTHERANS 580 - 2023-12-31 127,154 $10,921,000 24,050
   Orion Portfolio Solutions LLC 185 - 2024-03-31 110,476 $10,432,000 9,355
   PARK AVENUE SECURITIES LLC 121 - 2024-03-31 99,659 $9,411,000 23,712
   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
   SCHMIDT P J INVESTMENT MANAGEMENT INC 27 - 2024-03-31 68,197 $6,440,000 26,692
   Jacobi Capital Management LLC 32 - 2024-03-31 54,751 $5,170,000 45,178
   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
   Wayfinding Financial LLC 15 - 2024-03-31 31,201 $2,914,000 1,559
   Integrated Wealth Concepts LLC 390 - 2023-12-31 30,005 $2,577,000 8,506
   Cetera Investment Advisers 728 - 2023-12-31 27,371 $2,351,000 5,915
   Envestnet Portfolio Solutions Inc. 611 - 2024-03-31 23,046 $2,176,000 9,182
   Security Financial Services INC. 46 - 2024-03-31 19,912 $1,880,000 307
   LOCKERMAN FINANCIAL GROUP INC. 5 - 2024-03-31 16,798 $1,586,000 2,526
   COMMONWEALTH EQUITY SERVICES LLC. 1919 - 2024-03-31 16,590 $1,567,000 1,943
   Rosenberg Matthew Hamilton 30 - 2024-03-31 16,488 $1,555,000 7,384
   TRANSCEND WEALTH COLLECTIVE LLC 179 - 2024-03-31 15,622 $1,475,000 639
   Farther Finance Advisors LLC 201 - 2023-12-31 15,000 $1,288,000 3,833
   ROYAL BANK OF CANADA 2950 - 2023-12-31 14,103 $1,211,000 13,309
   Apollon Wealth Management LLC 416 - 2024-03-31 12,634 $1,193,000 413
   NWAM LLC 210 - 2024-03-31 11,417 $1,067,000 1,153
   FIRETHORN WEALTH PARTNERS LLC 38 - 2024-03-31 11,132 $1,051,000 7,531
   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
   MULTIFINANCIAL SECURITIES CORP 883 - 2023-12-31 9,061 $778,000 2,451
   Ignite Planners LLC 103 - 2024-03-31 8,144 $768,000 761
   PROEQUITIES INC. 356 - 2024-03-31 7,995 $755,000 2,351
   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
   WHITTIER TRUST CO OF NEVADA INC 327 - 2024-03-31 6,201 $586,000 3,272
   Betterment LLC 259 - 2024-03-31 5,420 $512,000 2,784
   ADVISORY SERVICES NETWORK, LLC 1018 - 2024-03-31 4,448 $420,000 1,502
   Global Retirement Partners LLC 611 - 2024-03-31 3,636 $343,000 795
   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
   Archer Investment Corp 216 - 2024-03-31 2,330 $220,000 346
   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
   BLAIR WILLIAM & CO/IL 1572 - 2024-03-31 610 $58,000 136
   IAG Wealth Partners LLC 175 - 2024-03-31 454 $43,000 3
   HARBOUR INVESTMENTS INC. 1784 - 2023-12-31 275 $24,000 161
  56 Records found
  1    
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