JPMORGAN BETABUILDERS US AGG (BBAG) Institutional Ownership Changes & 13F Activity
JPMORGAN BETABUILDERS US AGG (BBAG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Morgan Stanley, Cetera Investment Advisers, Kestra Advisory Services, Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -9,565 | -100.0% | 0 | $0.00 | Q4 2025 | Jul 09, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +360 | — | 360 | $16.71K | Q4 2025 | May 12, 2026 |
| Sunbelt Securities, Inc. | Buy | +711 | — | 711 | $33.01K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +26,329 | — | 26,329 | $1.22M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +7,485 | — | 7,485 | $347.45K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +224,794 | — | 224,794 | $10.43M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +75,397 | — | 75,397 | $3.50M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +65,032 | — | 65,032 | $3.02M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +63,732 | — | 63,732 | $2.96M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +50,093 | — | 50,093 | $2.33M | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +6,547 | — | 6,547 | $303.94K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +5,344 | — | 5,344 | $248.07K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +1,341 | — | 1,341 | $62.20K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +313 | — | 313 | $14.54K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +74 | — | 74 | $3.00K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +227,109 | — | 227,109 | $10.54M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +92,498 | — | 92,498 | $4.29M | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +57,524 | — | 57,524 | $2.67M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +43,700 | — | 43,700 | $2.03M | Q4 2025 | Feb 13, 2026 |
| Shelter Mutual Insurance Co | Buy | +10,400 | — | 10,400 | $482.77K | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +9,702 | — | 9,702 | $450.37K | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +6,559 | — | 6,559 | $304.47K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +6,111 | — | 6,111 | $283.69K | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +3,757 | — | 3,757 | $175.09K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,250 | — | 2,250 | $104.44K | Q4 2025 | Feb 13, 2026 |
| Lgt Financial Advisors Llc | Buy | +619 | — | 619 | $28.76K | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | Buy | +410 | — | 410 | $19.03K | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group Llc | Buy | +53 | — | 53 | $2.46K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +412,908 | — | 412,908 | $19.17M | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | Buy | +35,494 | — | 35,494 | $3.59K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about BBAG activity
Which institutional owners are buying BBAG?
Institutional owners buying BBAG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBAG activity?
"Buy" means an investor increased their reported position in BBAG compared to the prior reporting period. This reflects growing exposure to JPMORGAN BETABUILDERS US AGG (BBAG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBAG increasing?
Institutional interest in BBAG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.