Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / BETABUILDERS CDA
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Number of holders
-
7
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Total 13F shares, excl. options
-
379,398
-
Shares change
-
+325,253
-
Total reported value, excl. options
-
$11,211,216
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Value change
-
+$9,611,154
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Number of buys
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6
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Price
-
$29.55
Significant Holders of J P MORGAN EXCHANGE TRADED F - BETABUILDERS CDA (BBCA) as of Q1 2021
7 filings reported holding BBCA - J P MORGAN EXCHANGE TRADED F - BETABUILDERS CDA as of Q1 2021.
J P MORGAN EXCHANGE TRADED F - BETABUILDERS CDA (BBCA) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 379,398 shares
.
Largest 8 shareholders include ATLAS CAPITAL ADVISORS LLC (167,520 shares), SENTINEL TRUST CO LBA (142,200 shares), ACIMA PRIVATE WEALTH, LLC (57,568 shares), FARR MILLER & WASHINGTON LLC/DC (11,035 shares), Plante Moran Financial Advisors, LLC (507 shares), Cribstone Capital Management, LLC (338 shares), Regency Capital Management Inc.\DE (230 shares), and CWM, LLC (75,578 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.