JPMORGAN BETABUILDERS USD HI (BBHY) Institutional Shareholders
JPMORGAN BETABUILDERS USD HI (BBHY) 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 $310.39M in BBHY holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BBHY tracked by InsiderSet, reporting ownership valued at approximately $70.19M 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 $69.62M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BBHY value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS USD HI (BBHY).
This page ranks the largest institutional BBHY 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
$310.39M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$70.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | 0.02% | 1,522,723 | $70,189,929 | $69,618,896 | -$571,033 | -0.81% | |
| Lpl Financial Llc | 0.01% | 914,644 | $41,918,110 | $41,817,524 | -$100,586 | -0.24% | |
| Morgan Stanley | 0.00% | 616,506 | $28,254,501 | $28,186,654 | -$67,847 | -0.24% | |
| Hightower Advisors, Llc | 0.02% | 501,607 | $22,988,700 | $22,933,472 | -$55,228 | -0.24% | |
| Bank Of America Corp | 0.00% | 441,681 | $20,242,240 | $20,193,655 | -$48,585 | -0.24% | |
| Ocean Park Asset Management, Llc | 0.59% | 265,700 | $12,247,442 | $12,147,804 | -$99,638 | -0.81% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 186,329 | $8,539,458 | $8,518,962 | -$20,496 | -0.24% | |
| Blackrock, Inc. | 0.00% | 169,763 | $7,780,238 | $7,761,564 | -$18,674 | -0.24% | |
| Vawter Financial, Ltd. | 2.36% | 135,858 | $6,262,365 | $6,211,428 | -$50,937 | -0.81% | |
| Jane Street Group, Llc | 0.01% | 134,871 | $6,181,138 | $6,166,302 | -$14,836 | -0.24% | |
| Mission Wealth Management, Lp | 0.07% | 120,802 | $5,568,406 | $5,523,067 | -$45,339 | -0.81% | |
| Wcg Wealth Advisors Llc | 0.16% | 121,225 | $5,555,730 | $5,542,407 | -$13,323 | -0.24% | |
| Pinnacle Wealth Planning Services, Inc. | 0.56% | 118,778 | $5,443,608 | $5,430,530 | -$13,078 | -0.24% | |
| Royal Fund Management, Llc | 0.45% | 116,306 | $5,361,169 | $5,317,510 | -$43,659 | -0.81% | |
| Empowered Funds, Llc | 0.03% | 111,162 | $5,063,768 | $5,082,327 | +$18,559 | +0.37% | |
| Windsor Capital Management, Llc | 1.27% | 105,925 | $4,882,653 | $4,842,891 | -$39,762 | -0.81% | |
| Assetmark, Inc | 0.01% | 91,277 | $4,207,413 | $4,173,184 | -$34,229 | -0.81% | |
| Osaic Holdings, Inc. | 0.01% | 82,240 | $3,769,450 | $3,760,013 | -$9,437 | -0.25% | |
| Raymond James Financial Inc | 0.00% | 74,729 | $3,424,817 | $3,416,610 | -$8,207 | -0.24% | |
| Cetera Investment Advisers | 0.00% | 70,015 | $3,208,792 | $3,201,086 | -$7,706 | -0.24% | |
| Summit Financial, Llc | 0.04% | 64,181 | $2,941,437 | $2,934,355 | -$7,082 | -0.24% | |
| Principal Securities, Inc. | 0.03% | 54,541 | $2,514,067 | $2,493,615 | -$20,452 | -0.81% | |
| Albion Financial Group | 0.14% | 52,785 | $2,433,125 | $2,413,330 | -$19,795 | -0.81% | |
| Investment Partners Asset Management, Inc. | 1.24% | 48,060 | $2,215,326 | $2,197,303 | -$18,023 | -0.81% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 43,860 | $2,010,104 | $2,005,279 | -$4,825 | -0.24% | |
| Menard Financial Group Llc | 1.33% | 41,462 | $1,900,203 | $1,895,643 | -$4,560 | -0.24% | |
| Fifth Third Securities, Inc. | 0.10% | 36,533 | $1,684,011 | $1,670,289 | -$13,722 | -0.81% | |
| Creativeone Wealth, Llc | 0.04% | 33,638 | $1,541,623 | $1,537,929 | -$3,694 | -0.24% | |
| Portfolio Strategies, Inc. | 0.18% | 32,239 | $1,477,513 | $1,473,967 | -$3,546 | -0.24% | |
| Cerity Partners Llc | 0.00% | 29,219 | $1,339,087 | $1,335,893 | -$3,194 | -0.24% | |
| Sigma Planning Corp | 0.03% | 24,292 | $1,113,284 | $1,110,630 | -$2,654 | -0.24% | |
| Nolet Wealth Management, Llc | 0.60% | 23,506 | $1,083,509 | $1,074,694 | -$8,815 | -0.81% | |
| Mml Investors Services, Llc | 0.00% | 22,965 | $1,052,466 | $1,049,960 | -$2,506 | -0.24% | |
| 5T Wealth, Llc | 0.38% | 22,298 | $1,027,863 | $1,019,465 | -$8,398 | -0.82% | |
| Integrated Wealth Concepts Llc | 0.01% | 20,506 | $939,810 | $937,534 | -$2,276 | -0.24% | |
| Simmons Bank | 0.05% | 17,779 | $819,527 | $812,856 | -$6,671 | -0.81% | |
| Mn Wealth Advisors, Llc | 0.34% | 17,142 | $790,174 | $783,732 | -$6,442 | -0.82% | |
| Lido Advisors, Llc | 0.00% | 16,870 | $773,201 | $771,296 | -$1,905 | -0.25% | |
| Dynamic Advisor Solutions Llc | 0.02% | 16,569 | $763,746 | $757,535 | -$6,211 | -0.81% | |
| Farther Finance Advisors, Llc | 0.01% | 16,158 | $744,806 | $738,744 | -$6,062 | -0.81% | |
| Kestra Advisory Services, Llc | 0.00% | 13,672 | $630,223 | $625,084 | -$5,139 | -0.82% | |
| Independent Wealth Network Inc. | 0.15% | 13,154 | $606,311 | $601,401 | -$4,910 | -0.81% | |
| Great Valley Advisor Group, Inc. | 0.01% | 13,211 | $605,151 | $604,007 | -$1,144 | -0.19% | |
| Cwm, Llc | 0.00% | 12,006 | $550,241 | $548,914 | -$1,327 | -0.24% | |
| Mercer Global Advisors Inc | 0.00% | 11,844 | $542,811 | $541,508 | -$1,303 | -0.24% | |
| Legacy Edge Advisors, Llc | 0.06% | 11,543 | $529,016 | $527,746 | -$1,270 | -0.24% | |
| Midwestern Financial, Llc | 0.39% | 10,859 | $497,675 | $496,473 | -$1,202 | -0.24% | |
| Ascent Group, Llc | 0.01% | 10,327 | $476,024 | $472,150 | -$3,874 | -0.81% | |
| Mai Capital Management | 0.00% | 10,002 | $458,392 | $457,291 | -$1,101 | -0.24% | |
| Tbh Global Asset Management, Llc | 0.08% | 8,727 | $399,954 | $398,998 | -$956 | -0.24% |
Frequently asked questions about BBHY
Who owns the most BBHY stock?
The largest holders of BBHY 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 USD HI (BBHY).
Is BBHY widely held by superinvestors?
Many widely followed stocks like BBHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBHY 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.