BBHY Institutional Ownership
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
1W: -0.7%
1M: -2.9%
3M: -3.9%
YTD: -3.9%
1Y: -4.5%
3Y: +18.8%
5Y: +12.6%
$44.16
+0.03 (+0.06%)
Weekly Expected Move ±0.5%
$44
$44
$44
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BBHY
120
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
445M
Total Invested
10
New Positions
59
Increased
35
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 2,075,605 | 92M | -158,728 | -7.1% | 39Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,522,723 | 67M | +110,932 | +7.9% | 29Q | SEC ↗ |
| 3 | LPL Financial LLC | 950,580 | 42M | +35,936 | +3.9% | 33Q | SEC ↗ |
| 4 | Bernicke Wealth Management, Ltd. | 644,153 | 28M | +28,421 | +4.6% | 3Q | SEC ↗ |
| 5 | MORGAN STANLEY | 602,055 | 27M | -14,451 | -2.3% | 33Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 486,981 | 22M | +45,300 | +10.3% | 15Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 402,794 | 18M | -98,813 | -19.7% | 26Q | SEC ↗ |
| 8 | Janney Montgomery Scott LLC | 344,224 | 15M | +33,694 | +10.9% | 12Q | SEC ↗ |
| 9 | Ocean Park Asset Management, LLC | 265,700 | 12M | — | +0.0% | 12Q | SEC ↗ |
| 10 | Vestmark Advisory Solutions, Inc. | 186,314 | 8M | -15 | -0.0% | 12Q | SEC ↗ |
| 11 | Empowered Funds, LLC | 135,992 | 6M | +24,830 | +22.3% | 5Q | SEC ↗ |
| 12 | Vawter Financial, Ltd. | 135,858 | 6M | +14,926 | +12.3% | 15Q | SEC ↗ |
| 13 | WCG Wealth Advisors LLC | 133,282 | 6M | +12,057 | +9.9% | 3Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 129,768 | 6M | +4,929 | +3.9% | 12Q | SEC ↗ |
| 15 | Pinnacle Wealth Planning Services, Inc | 126,774 | 6M | +7,996 | +6.7% | 35Q | SEC ↗ |
| 16 | MISSION WEALTH MANAGEMENT, LP | 120,802 | 5M | +25,054 | +26.2% | 28Q | SEC ↗ |
| 17 | Highland Investment Advisors LLC NEW | 119,600 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Royal Fund Management, LLC | 116,306 | 5M | +4,990 | +4.5% | 27Q | SEC ↗ |
| 19 | Windsor Capital Management, LLC | 105,925 | 5M | -2,259 | -2.1% | 34Q | SEC ↗ |
| 20 | BlackRock, Inc. | 105,010 | 5M | -64,753 | -38.1% | 8Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 95,936 | 4M | +13,696 | +16.7% | 26Q | SEC ↗ |
| 22 | ASSETMARK, INC | 91,277 | 4M | -3,101 | -3.3% | 34Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 78,028 | 3M | +8,013 | +11.4% | 12Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 73,232 | 3M | -1,497 | -2.0% | 7Q | SEC ↗ |
| 25 | Summit Financial, LLC | 62,060 | 3M | -2,121 | -3.3% | 2Q | SEC ↗ |
| 26 | PRINCIPAL SECURITIES, INC. | 54,541 | 2M | +5,496 | +11.2% | 11Q | SEC ↗ |
| 27 | ALBION FINANCIAL GROUP /UT | 52,785 | 2M | +3,970 | +8.1% | 21Q | SEC ↗ |
| 28 | CreativeOne Wealth, LLC | 51,130 | 2M | +17,492 | +52.0% | 32Q | SEC ↗ |
| 29 | Investment Partners Asset Management, | 48,060 | 2M | +1,336 | +2.9% | 11Q | SEC ↗ |
| 30 | UBS AM, a distinct business unit of UB | 43,860 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 31 | PARK AVENUE SECURITIES LLC | 37,026 | 2M | +617 | +1.7% | 13Q | SEC ↗ |
| 32 | Fifth Third Securities, Inc. | 36,533 | 2M | +27,433 | +301.5% | 4Q | SEC ↗ |
| 33 | Menard Financial Group LLC | 36,093 | 2M | -5,369 | -12.9% | 10Q | SEC ↗ |
| 34 | Portfolio Strategies, Inc. | 32,239 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 29,684 | 1M | +6,719 | +29.3% | 16Q | SEC ↗ |
| 36 | Integrated Wealth Concepts LLC | 26,774 | 1M | +6,268 | +30.6% | 13Q | SEC ↗ |
| 37 | Sigma Planning Corp | 25,319 | 1M | +1,027 | +4.2% | 8Q | SEC ↗ |
| 38 | Nolet Wealth Management, LLC | 23,506 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 39 | 5T Wealth, LLC | 22,298 | 985K | -204 | -0.9% | 7Q | SEC ↗ |
| 40 | Cerity Partners LLC | 20,665 | 913K | -8,554 | -29.3% | 3Q | SEC ↗ |
| 41 | Simmons Bank | 17,779 | 785K | +250 | +1.4% | 26Q | SEC ↗ |
| 42 | Thrivent Financial for Lutherans | 17,724 | 783K | +1,180 | +7.1% | 3Q | SEC ↗ |
| 43 | MN Wealth Advisors, LLC | 17,142 | 757K | +991 | +6.1% | 11Q | SEC ↗ |
| 44 | Dynamic Advisor Solutions LLC | 16,569 | 732K | -82 | -0.5% | 16Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 16,158 | 714K | +10,792 | +201.1% | 12Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 15,845 | 700K | -1,025 | -6.1% | 27Q | SEC ↗ |
| 47 | GREAT VALLEY ADVISOR GROUP, INC. | 14,504 | 641K | +1,293 | +9.8% | 14Q | SEC ↗ |
| 48 | Legacy Edge Advisors, LLC | 14,316 | 632K | +2,773 | +24.0% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC NEW | 13,672 | 604K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Independent Wealth Network Inc. | 13,154 | 581K | +233 | +1.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Highland Investment Advisors LLC | 119,600 | 5M |
| Kestra Advisory Services, LLC | 13,672 | 604K |
| Bank of New York Mellon Corp | 6,571 | 290K |
| DAYMARK WEALTH PARTNERS, LLC | 4,912 | 217K |
| CAPE COD FIVE CENTS SAVINGS BANK | 4,844 | 214K |
| Global Retirement Partners, LLC | 4,573 | 202K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 1,493 | 66K |
| Glassman Wealth Services | 1,422 | 63K |
| Continuum Advisory, LLC | 341 | 15K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 134,871 | 6M |
| OLD MISSION CAPITAL LLC | 71,322 | 3M |
| CITADEL ADVISORS LLC | 15,873 | 701K |
| Bay Colony Advisory Group, Inc d/b/ | 12,746 | 563K |
| Ascentis Independent Advisors | 6,555 | 290K |
| Wayfinding Financial, LLC | 6,399 | 283K |
| Sepio Capital, LP | 6,000 | 265K |
| GeoWealth Management, LLC | 2,975 | 131K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,423 | 63K |
| Missouri Trust & Investment Co | 375 | 17K |
| JONES FINANCIAL COMPANIES LLLP | 135 | 6K |
| AE Wealth Management LLC | 100 | 4K |
| Fairway Wealth LLC | 88 | 4K |
| WealthShield Partners, LLC | 85 | 4K |
| Sound Income Strategies, LLC | 50 | 2K |
| Wilkerson Advisory Group LLC | 48 | 2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41 | 2K |
| SageView Advisory Group, LLC | 38 | 2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -158,728 | -7.1% | 2,075,605 |
| HighTower Advisors, LLC | -98,813 | -19.7% | 402,794 |
| BlackRock, Inc. | -64,753 | -38.1% | 105,010 |
| MORGAN STANLEY | -14,451 | -2.3% | 602,055 |
| Cerity Partners LLC | -8,554 | -29.3% | 20,665 |
| Menard Financial Group LLC | -5,369 | -12.9% | 36,093 |
| Hopwood Nicholas Hunter | -3,500 | -30.7% | 7,897 |
| ASSETMARK, INC | -3,101 | -3.3% | 91,277 |
| Windsor Capital Management, LLC | -2,259 | -2.1% | 105,925 |
| Summit Financial, LLC | -2,121 | -3.3% | 62,060 |
| LOCKERMAN FINANCIAL GROUP, INC. | -1,891 | -23.7% | 6,098 |
| RAYMOND JAMES FINANCIAL INC | -1,497 | -2.0% | 73,232 |
| CWM, LLC | -1,085 | -8.3% | 12,006 |
| Lido Advisors, LLC | -1,025 | -6.1% | 15,845 |
| MERCER GLOBAL ADVISORS INC /ADV | -932 | -7.9% | 10,912 |
| MAI Capital Management | -329 | -3.3% | 9,673 |
| 5T Wealth, LLC | -204 | -0.9% | 22,298 |
| CGN Advisors LLC | -184 | -3.9% | 4,552 |
| Rockefeller Capital Management L.P. | -174 | -16.9% | 856 |
| Geneos Wealth Management Inc. | -173 | -8.8% | 1,800 |