JPMORGAN BETABUILDERS US AGG (BBAG) Top Institutional Shareholders
JPMORGAN BETABUILDERS US AGG (BBAG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $359.87M in BBAG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BBAG tracked by InsiderSet, reporting ownership valued at approximately $101.72M in its March 31, 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 $100.90M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed BBAG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Clearwater Capital Advisors, Llc, Envestnet Asset Management Inc, 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
111
Total Reported Value
$359.87M
Largest Holder
Lpl Financial Llc
Largest Position
$101.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,203,713 | $101,723,375 | $100,901,628 | -$821,747 | -0.81% | |
| Clearwater Capital Advisors, Llc | 4.48% | 1,201,541 | $55,463,138 | $55,015,078 | -$448,060 | -0.81% | |
| Envestnet Asset Management Inc | 0.01% | 897,948 | $41,449,268 | $41,114,435 | -$334,833 | -0.81% | |
| Tradition Wealth Management, Llc | 1.33% | 406,376 | $18,758,331 | $18,606,779 | -$151,552 | -0.81% | |
| Apella Capital, Llc | 0.24% | 344,819 | $15,978,902 | $15,788,262 | -$190,640 | -1.19% | |
| Wealth Alliance Advisory Group, Llc | 2.36% | 322,299 | $14,877,311 | $14,757,137 | -$120,174 | -0.81% | |
| Morgan Stanley | 0.00% | 249,232 | $11,504,569 | $11,411,611 | -$92,958 | -0.81% | |
| Cetera Investment Advisers | 0.01% | 221,323 | $10,216,263 | $10,133,738 | -$82,525 | -0.81% | |
| Heck Capital Advisors, Llc | 0.75% | 218,380 | $10,080,442 | $9,998,987 | -$81,455 | -0.81% | |
| Hightower Advisors, Llc | 0.01% | 168,947 | $7,799,004 | $7,735,593 | -$63,411 | -0.81% | |
| Cwm, Llc | 0.02% | 134,198 | $6,194,569 | $6,144,537 | -$50,032 | -0.81% | |
| Kestra Advisory Services, Llc | 0.01% | 85,651 | $3,953,645 | $3,921,711 | -$31,934 | -0.81% | |
| Bank Of America Corp | 0.00% | 73,953 | $3,413,670 | $3,386,093 | -$27,577 | -0.81% | |
| Jane Street Group, Llc | 0.00% | 71,865 | $3,317,288 | $3,290,490 | -$26,798 | -0.81% | |
| Kelly Financial Group Llc | 0.78% | 67,535 | $3,117,416 | $3,092,232 | -$25,184 | -0.81% | |
| Ascent Group, Llc | 0.10% | 63,020 | $2,909,003 | $2,885,503 | -$23,500 | -0.81% | |
| Cgn Advisors Llc | 0.22% | 60,415 | $2,788,763 | $2,766,228 | -$22,535 | -0.81% | |
| Triad Wealth Partners, Llc | 0.21% | 57,554 | $2,656,670 | $2,635,231 | -$21,439 | -0.81% | |
| Osaic Holdings, Inc. | 0.00% | 55,538 | $2,563,830 | $2,542,924 | -$20,906 | -0.82% | |
| Bailard, Inc. | 0.05% | 47,667 | $2,200,309 | $2,182,534 | -$17,775 | -0.81% | |
| Act Advisors, Llc. | 0.91% | 46,358 | $2,139,881 | $2,122,598 | -$17,283 | -0.81% | |
| Great Valley Advisor Group, Inc. | 0.03% | 41,362 | $1,909,393 | $1,893,846 | -$15,547 | -0.81% | |
| Legacy Private Trust Co. | 0.12% | 41,181 | $1,900,914 | $1,885,559 | -$15,355 | -0.81% | |
| Independent Wealth Network Inc. | 0.53% | 38,566 | $1,780,217 | $1,765,825 | -$14,392 | -0.81% | |
| Citadel Advisors Llc | 0.00% | 36,784 | $1,697,949 | $1,684,233 | -$13,716 | -0.81% | |
| Kovack Advisors, Inc. | 0.09% | 35,438 | $1,635,681 | $1,622,603 | -$13,078 | -0.80% | |
| Mml Investors Services, Llc | 0.00% | 31,985 | $1,476,414 | $1,464,500 | -$11,914 | -0.81% | |
| Ascentis Independent Advisors | 0.10% | 29,824 | $1,376,675 | $1,365,554 | -$11,121 | -0.81% | |
| Arlington Financial Advisors, Llc | 0.18% | 27,325 | $1,261,322 | $1,251,133 | -$10,189 | -0.81% | |
| Strategic Financial Concepts, Llc | 0.31% | 27,294 | $1,259,881 | $1,249,713 | -$10,168 | -0.81% | |
| Raymond James Financial Inc | 0.00% | 24,707 | $1,140,456 | $1,131,262 | -$9,194 | -0.81% | |
| Lockerman Financial Group, Inc. | 1.91% | 23,023 | $1,062,751 | $1,054,156 | -$8,595 | -0.81% | |
| Sharkey, Howes & Javer | 0.14% | 22,752 | $1,050,234 | $1,041,748 | -$8,486 | -0.81% | |
| Cobblestone Asset Management Llc | 0.39% | 18,737 | $864,883 | $857,913 | -$6,970 | -0.81% | |
| Geneos Wealth Management Inc. | 0.02% | 17,994 | $830,603 | $823,893 | -$6,710 | -0.81% | |
| Mn Wealth Advisors, Llc | 0.40% | 17,738 | $818,828 | $812,172 | -$6,656 | -0.81% | |
| Berger Financial Group, Inc | 0.04% | 17,334 | $800,121 | $793,674 | -$6,447 | -0.81% | |
| National Bank Of Canada | 0.00% | 17,071 | $787,485 | $781,632 | -$5,853 | -0.74% | |
| Integrated Wealth Concepts Llc | 0.01% | 16,249 | $750,054 | $743,995 | -$6,059 | -0.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,262 | $658,340 | $653,016 | -$5,324 | -0.81% | |
| Northbridge Financial Group, Llc | 0.27% | 13,485 | $622,872 | $617,439 | -$5,433 | -0.87% | |
| Wbh Advisory Inc | 0.04% | 12,402 | $570,368 | $567,852 | -$2,516 | -0.44% | |
| Alpha Omega Wealth Management Llc | 0.09% | 12,165 | $561,523 | $557,000 | -$4,523 | -0.81% | |
| Founders Financial Alliance, Llc | 0.10% | 12,157 | $561,167 | $556,634 | -$4,533 | -0.81% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 11,879 | $548,335 | $543,905 | -$4,430 | -0.81% | |
| Twin Peaks Wealth Advisors, Llc | 0.14% | 11,656 | $538,041 | $533,694 | -$4,347 | -0.81% | |
| Avestar Capital, Llc | 0.03% | 10,878 | $502,128 | $498,072 | -$4,056 | -0.81% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 10,496 | $484,495 | $480,581 | -$3,914 | -0.81% | |
| Shelter Mutual Insurance Co | 0.11% | 10,400 | $480,064 | $476,186 | -$3,878 | -0.81% | |
| Elevation Wealth Management Llc | 0.43% | 10,097 | $466,089 | $462,312 | -$3,777 | -0.81% |
Frequently asked questions about BBAG
Who owns the most BBAG stock?
The largest holders of BBAG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN BETABUILDERS US AGG (BBAG).
Is BBAG widely held by superinvestors?
Many widely followed stocks like BBAG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBAG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.