BBAG Institutional Ownership & Shareholders
JPMORGAN BETABUILDERS US AGG (BBAG) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $484.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of BBAG tracked by InsiderSet, reporting ownership valued at approximately $224.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $217.36M, representing an estimated loss of -3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed BBAG value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Clearwater Capital Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS US AGG (BBAG).
This page ranks the largest institutional BBAG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$484.08M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$224.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 4,869,136 | $224,564,558 | $217,358,231 | -$7,206,327 | -3.21% | |
| Clearwater Capital Advisors, Llc | 4.35% | 1,290,839 | $59,314,074 | $57,623,053 | -$1,691,021 | -2.85% | |
| Lpl Financial Llc | 0.01% | 744,331 | $34,202,030 | $33,226,936 | -$975,094 | -2.85% | |
| Janney Montgomery Scott Llc | 0.05% | 615,885 | $28,300,000 | $27,493,106 | -$806,894 | -2.85% | |
| Tradition Wealth Management, Llc | 1.27% | 450,990 | $20,722,969 | $20,132,194 | -$590,775 | -2.85% | |
| Morgan Stanley | 0.00% | 332,333 | $15,270,708 | $14,835,345 | -$435,363 | -2.85% | |
| Heck Capital Advisors, Llc | 0.61% | 255,804 | $11,210,598 | $11,419,091 | +$208,493 | +1.86% | |
| Envestnet Asset Management Inc | 0.00% | 229,355 | $10,538,840 | $10,238,407 | -$300,433 | -2.85% | |
| Apella Capital, Llc | 0.12% | 217,920 | $9,517,640 | $9,727,949 | +$210,309 | +2.21% | |
| Cwm, Llc | 0.02% | 134,198 | $6,194,569 | $5,990,599 | -$203,970 | -3.29% | |
| Cetera Investment Advisers | 0.01% | 131,345 | $6,035,283 | $5,863,241 | -$172,042 | -2.85% | |
| Citadel Advisors Llc | 0.00% | 110,943 | $5,097,831 | $4,952,496 | -$145,335 | -2.85% | |
| Kestra Advisory Services, Llc | 0.01% | 87,577 | $4,024,155 | $3,909,437 | -$114,718 | -2.85% | |
| Bank Of America Corp | 0.00% | 78,493 | $3,606,753 | $3,503,928 | -$102,825 | -2.85% | |
| Osaic Holdings, Inc. | 0.00% | 55,916 | $2,569,322 | $2,496,090 | -$73,232 | -2.85% | |
| Bailard, Inc. | 0.05% | 53,785 | $2,357,128 | $2,400,962 | +$43,834 | +1.86% | |
| Ascent Group, Llc | 0.07% | 52,301 | $2,292,092 | $2,334,717 | +$42,625 | +1.86% | |
| Arlington Financial Advisors, Llc | 0.27% | 48,875 | $2,141,947 | $2,181,780 | +$39,833 | +1.86% | |
| Great Valley Advisor Group, Inc. | 0.03% | 45,166 | $2,075,200 | $2,016,210 | -$58,990 | -2.84% | |
| Cgn Advisors Llc | 0.16% | 46,439 | $2,035,208 | $2,073,037 | +$37,829 | +1.86% | |
| Act Advisors, Llc. | 0.63% | 44,313 | $1,942,020 | $1,978,132 | +$36,112 | +1.86% | |
| Independent Wealth Network Inc. | 0.46% | 42,072 | $1,843,809 | $1,878,094 | +$34,285 | +1.86% | |
| Kovack Advisors, Inc. | 0.08% | 34,391 | $1,580,202 | $1,535,214 | -$44,988 | -2.85% | |
| Susquehanna International Group, Llp | 0.00% | 33,892 | $1,557,337 | $1,512,939 | -$44,398 | -2.85% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 30,812 | $1,350,336 | $1,375,448 | +$25,112 | +1.86% | |
| Triad Wealth Partners, Llc | 0.07% | 29,242 | $1,281,523 | $1,305,363 | +$23,840 | +1.86% | |
| Legacy Private Trust Co. | 0.06% | 26,038 | $1,141,115 | $1,162,336 | +$21,221 | +1.86% | |
| Rosenberg Matthew Hamilton | 0.19% | 23,920 | $1,048,294 | $1,067,789 | +$19,495 | +1.86% | |
| Goldman Sachs Group Inc | 0.00% | 22,633 | $1,039,986 | $1,010,337 | -$29,649 | -2.85% | |
| Cobblestone Asset Management Llc | 0.37% | 21,100 | $924,688 | $941,904 | +$17,216 | +1.86% | |
| Raymond James Financial Inc | 0.00% | 19,895 | $914,172 | $888,113 | -$26,059 | -2.85% | |
| Northbridge Financial Group, Llc | 0.29% | 16,280 | $748,066 | $726,739 | -$21,327 | -2.85% | |
| Wealthplan Investment Management, Llc | 0.04% | 16,645 | $729,467 | $743,033 | +$13,566 | +1.86% | |
| Berger Financial Group, Inc | 0.03% | 14,812 | $680,623 | $661,208 | -$19,415 | -2.85% | |
| Sharkey, Howes & Javer | 0.08% | 15,411 | $675,387 | $687,947 | +$12,560 | +1.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,203 | $652,640 | $634,022 | -$18,618 | -2.85% | |
| Integrated Wealth Concepts Llc | 0.00% | 13,509 | $620,739 | $603,042 | -$17,697 | -2.85% | |
| Avestar Capital, Llc | 0.05% | 13,404 | $587,430 | $598,355 | +$10,925 | +1.86% | |
| Schear Investment Advisers, Llc | 0.07% | 12,687 | $556,009 | $566,348 | +$10,339 | +1.86% | |
| Tempo Wealth, Llc | 0.07% | 12,687 | $556,009 | $566,348 | +$10,339 | +1.86% | |
| Twin Peaks Wealth Advisors, Llc | 0.12% | 11,775 | $541,061 | $525,636 | -$15,425 | -2.85% | |
| Alpha Omega Wealth Management Llc | 0.08% | 12,190 | $534,209 | $544,162 | +$9,953 | +1.86% | |
| Ifp Advisors, Inc | 0.01% | 11,742 | $514,593 | $524,163 | +$9,570 | +1.86% | |
| Shelter Mutual Insurance Co | 0.10% | 10,400 | $477,880 | $464,256 | -$13,624 | -2.85% | |
| Mn Wealth Advisors, Llc | 0.19% | 10,682 | $468,145 | $476,844 | +$8,699 | +1.86% | |
| Elevation Wealth Management Llc | 0.34% | 9,875 | $453,751 | $440,820 | -$12,931 | -2.85% | |
| National Bank Of Canada | 0.00% | 9,713 | $449,323 | $433,588 | -$15,735 | -3.50% | |
| 5T Wealth, Llc | 0.16% | 9,067 | $416,628 | $404,751 | -$11,877 | -2.85% | |
| Mml Investors Services, Llc | 0.00% | 8,027 | $368,854 | $358,325 | -$10,529 | -2.85% | |
| Cary Street Partners Investment Advisory Llc | 0.07% | 7,990 | $367,141 | $356,674 | -$10,467 | -2.85% |
Frequently asked questions about BBAG
Who are the largest institutional holders of BBAG?
The largest institutional holders of BBAG reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Clearwater Capital Advisors, Llc, Lpl Financial Llc, Janney Montgomery Scott Llc, and Tradition Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported BBAG position.
What is BBAG institutional ownership?
This page tracks BBAG positions reported by institutional investment managers through SEC Form 13F. JPMORGAN BETABUILDERS US AGG (BBAG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBAG?
InsiderSet currently tracks 104 institutional managers reporting BBAG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBAG shareholders.
How much BBAG stock do institutions own?
Institutional investment managers disclosed approximately $484.08M in BBAG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBAG institutional ownership last updated?
The latest BBAG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBAG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBAG position after the reporting date.
Are institutions buying or selling BBAG?
Institutional buying and selling can be analyzed by comparing BBAG positions across consecutive 13F reporting periods. InsiderSet's BBAG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBAG ownership changes.
How has BBAG institutional ownership changed over time?
InsiderSet tracks BBAG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.