JPMORGAN BETABUILDERS CANADA (BBCA) Institutional Shareholders
JPMORGAN BETABUILDERS CANADA (BBCA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $641.73M in BBCA holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BBCA tracked by InsiderSet, reporting ownership valued at approximately $49.23M 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 $50.72M, representing an estimated gain of +3.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed BBCA value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Riverfront Investment Group, Llc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS CANADA (BBCA).
This page ranks the largest institutional BBCA 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
245
Total Reported Value
$641.73M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$49.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 495,287 | $49,231,560 | $50,722,342 | +$1,490,782 | +3.03% | |
| Riverfront Investment Group, Llc | 0.62% | 472,724 | $46,988,788 | $48,411,665 | +$1,422,877 | +3.03% | |
| Assetmark, Inc | 0.08% | 455,811 | $45,307,662 | $46,679,605 | +$1,371,943 | +3.03% | |
| Hightower Advisors, Llc | 0.04% | 410,274 | $38,590,475 | $42,016,160 | +$3,425,685 | +8.88% | |
| Tradewinds Capital Management, Llc | 6.84% | 387,374 | $38,504,976 | $39,670,971 | +$1,165,995 | +3.03% | |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | 345,680 | $34,360,592 | $35,401,089 | +$1,040,497 | +3.03% | |
| Strategic Investment Management, Llc | 11.40% | 333,320 | $33,132,008 | $34,135,301 | +$1,003,293 | +3.03% | |
| Victory Capital Management Inc | 0.02% | 348,718 | $32,800,415 | $35,712,210 | +$2,911,795 | +8.88% | |
| Elm Partners Management Llc | 1.13% | 317,028 | $31,512,537 | $32,466,837 | +$954,300 | +3.03% | |
| Ubs Group Ag | 0.00% | 180,520 | $16,979,711 | $18,487,053 | +$1,507,342 | +8.88% | |
| Lpl Financial Llc | 0.00% | 171,995 | $16,177,817 | $17,614,008 | +$1,436,191 | +8.88% | |
| Raymond James Financial Inc | 0.00% | 159,290 | $14,982,748 | $16,312,889 | +$1,330,141 | +8.88% | |
| Willis Johnson & Associates, Inc. | 0.86% | 156,777 | $14,746,424 | $16,055,533 | +$1,309,109 | +8.88% | |
| Rice Partnership, Llc | 1.77% | 146,330 | $14,545,202 | $14,985,655 | +$440,453 | +3.03% | |
| Morgan Stanley | 0.00% | 121,138 | $11,394,345 | $12,405,743 | +$1,011,398 | +8.88% | |
| Ameriprise Financial Inc | 0.00% | 118,420 | $11,136,980 | $12,127,392 | +$990,412 | +8.89% | |
| Spinnaker Trust | 0.53% | 110,732 | $11,006,657 | $11,340,064 | +$333,407 | +3.03% | |
| Bochk Asset Management Ltd | 1.73% | 110,670 | $11,000,598 | $11,333,715 | +$333,117 | +3.03% | |
| Atlas Capital Advisors Inc. | 1.19% | 110,848 | $10,426,444 | $11,351,944 | +$925,500 | +8.88% | |
| Bank Of America Corp | 0.00% | 109,564 | $10,305,620 | $11,220,449 | +$914,829 | +8.88% | |
| Royal Bank Of Canada | 0.00% | 103,697 | $9,753,000 | $10,619,610 | +$866,610 | +8.89% | |
| Pgim Custom Harvest Llc | 0.13% | 90,354 | $8,498,696 | $9,253,153 | +$754,457 | +8.88% | |
| Wells Fargo & Company/Mn | 0.00% | 89,061 | $8,377,079 | $9,120,737 | +$743,658 | +8.88% | |
| Greenwood Capital Associates Llc | 0.60% | 61,784 | $6,141,338 | $6,327,299 | +$185,961 | +3.03% | |
| Silphium Asset Management Ltd | 1.94% | 58,000 | $5,765,200 | $5,939,780 | +$174,580 | +3.03% | |
| Cetera Investment Advisers | 0.01% | 58,179 | $5,472,278 | $5,958,111 | +$485,833 | +8.88% | |
| Marex Group Plc | 0.06% | 57,700 | $5,427,262 | $5,909,057 | +$481,795 | +8.88% | |
| Dorsey & Whitney Trust Co Llc | 0.23% | 44,706 | $4,205,046 | $4,578,341 | +$373,295 | +8.88% | |
| Choreo, Llc | 0.04% | 38,915 | $3,660,345 | $3,985,285 | +$324,940 | +8.88% | |
| Focus Partners Wealth | 0.00% | 6,648 | $2,805,450 | $680,822 | -$2,124,628 | -75.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,212 | $2,747,724 | $2,991,601 | +$243,877 | +8.88% | |
| Acima Private Wealth, Llc | 0.79% | 27,392 | $2,722,778 | $2,805,215 | +$82,437 | +3.03% | |
| Cwm, Llc | 0.01% | 28,660 | $2,695,743 | $2,935,071 | +$239,328 | +8.88% | |
| Fmr Llc | 0.00% | 28,467 | $2,677,595 | $2,915,305 | +$237,710 | +8.88% | |
| Susquehanna International Group, Llp | 0.00% | 28,213 | $2,653,715 | $2,889,293 | +$235,578 | +8.88% | |
| Creative Planning | 0.00% | 25,606 | $2,408,506 | $2,622,310 | +$213,804 | +8.88% | |
| Quantinno Capital Management Lp | 0.00% | 23,551 | $2,215,207 | $2,411,858 | +$196,651 | +8.88% | |
| Stifel Financial Corp | 0.00% | 20,032 | $1,884,210 | $2,051,477 | +$167,267 | +8.88% | |
| Bank Of Montreal | 0.00% | 19,855 | $1,867,543 | $2,033,351 | +$165,808 | +8.88% | |
| Hudson Portfolio Management Llc | 1.56% | 19,662 | $1,849,408 | $2,013,585 | +$164,177 | +8.88% | |
| Onedigital Investment Advisors Llc | 0.02% | 19,266 | $1,812,156 | $1,973,031 | +$160,875 | +8.88% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,862 | $1,774,160 | $1,931,657 | +$157,497 | +8.88% | |
| Alaska Permanent Capital Management, Llc | 0.12% | 18,396 | $1,729,776 | $1,883,934 | +$154,158 | +8.91% | |
| Blair William & Co/Il | 0.00% | 17,639 | $1,659,126 | $1,806,410 | +$147,284 | +8.88% | |
| Fifth Third Bancorp | 0.00% | 17,623 | $1,657,650 | $1,804,771 | +$147,121 | +8.88% | |
| Corient Private Wealth Llc | 0.00% | 18,236 | $1,571,272 | $1,867,549 | +$296,277 | +18.86% | |
| Caprock Group, Llc | 0.03% | 15,669 | $1,557,499 | $1,604,662 | +$47,163 | +3.03% | |
| Td Waterhouse Canada Inc. | 0.00% | 14,634 | $1,454,655 | $1,498,668 | +$44,013 | +3.03% | |
| Truist Financial Corp | 0.00% | 14,558 | $1,447,053 | $1,490,885 | +$43,832 | +3.03% | |
| Mml Investors Services, Llc | 0.00% | 12,817 | $1,205,573 | $1,312,589 | +$107,016 | +8.88% |
Frequently asked questions about BBCA
Who owns the most BBCA stock?
The largest holders of BBCA 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 CANADA (BBCA).
Is BBCA widely held by superinvestors?
Many widely followed stocks like BBCA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBCA 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.