BBHY Institutional Ownership & Shareholders
JPMORGAN BETABUILDERS USD HI (BBHY) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $400.46M 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 BBHY tracked by InsiderSet, reporting ownership valued at approximately $95.70M 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 $92.25M, representing an estimated loss of -3.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BBHY value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Envestnet Asset Management Inc, Lpl Financial Llc, 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
$400.46M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$95.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
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% | 2,075,605 | $95,695,773 | $92,250,264 | -$3,445,509 | -3.60% | |
| Envestnet Asset Management Inc | 0.02% | 1,522,723 | $70,189,929 | $67,677,424 | -$2,512,505 | -3.58% | |
| Lpl Financial Llc | 0.01% | 950,580 | $43,816,936 | $42,248,528 | -$1,568,408 | -3.58% | |
| Morgan Stanley | 0.00% | 602,055 | $27,751,738 | $26,758,334 | -$993,404 | -3.58% | |
| Bank Of America Corp | 0.00% | 486,981 | $22,447,389 | $21,643,871 | -$803,518 | -3.58% | |
| Janney Montgomery Scott Llc | 0.03% | 344,224 | $15,867,000 | $15,299,036 | -$567,964 | -3.58% | |
| Ocean Park Asset Management, Llc | 0.71% | 265,700 | $11,789,109 | $11,809,037 | +$19,928 | +0.17% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 186,314 | $8,588,164 | $8,280,726 | -$307,438 | -3.58% | |
| Assetmark, Inc | 0.01% | 151,606 | $6,726,758 | $6,738,129 | +$11,371 | +0.17% | |
| Empowered Funds, Llc | 0.03% | 135,992 | $6,232,709 | $6,044,164 | -$188,545 | -3.03% | |
| Wcg Wealth Advisors Llc | 0.15% | 133,282 | $6,143,660 | $5,923,718 | -$219,942 | -3.58% | |
| Pinnacle Wealth Planning Services, Inc. | 0.57% | 131,333 | $5,827,240 | $5,837,095 | +$9,855 | +0.17% | |
| Vawter Financial, Ltd. | 2.33% | 120,932 | $5,542,331 | $5,374,823 | -$167,508 | -3.02% | |
| Royal Fund Management, Llc | 0.43% | 120,767 | $5,358,446 | $5,367,489 | +$9,043 | +0.17% | |
| Blackrock, Inc. | 0.00% | 105,010 | $4,840,436 | $4,667,169 | -$173,267 | -3.58% | |
| Windsor Capital Management, Llc | 1.20% | 104,899 | $4,654,372 | $4,662,236 | +$7,864 | +0.17% | |
| Mission Wealth Management, Lp | 0.07% | 103,877 | $4,609,016 | $4,616,813 | +$7,797 | +0.17% | |
| Osaic Holdings, Inc. | 0.01% | 95,936 | $4,424,325 | $4,263,876 | -$160,449 | -3.63% | |
| Cetera Investment Advisers | 0.00% | 78,028 | $3,596,678 | $3,467,954 | -$128,724 | -3.58% | |
| Raymond James Financial Inc | 0.00% | 73,232 | $3,375,608 | $3,254,796 | -$120,812 | -3.58% | |
| Summit Financial, Llc | 0.03% | 62,060 | $2,860,641 | $2,758,257 | -$102,384 | -3.58% | |
| Principal Securities, Inc. | 0.03% | 54,541 | $2,514,067 | $2,424,075 | -$89,992 | -3.58% | |
| Albion Financial Group | 0.14% | 54,860 | $2,434,139 | $2,438,253 | +$4,114 | +0.17% | |
| Creativeone Wealth, Llc | 0.05% | 51,130 | $2,356,861 | $2,272,473 | -$84,388 | -3.58% | |
| Fifth Third Securities, Inc. | 0.12% | 52,772 | $2,341,503 | $2,345,452 | +$3,949 | +0.17% | |
| Investment Partners Asset Management, Inc. | 1.18% | 48,981 | $2,173,287 | $2,176,961 | +$3,674 | +0.17% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 43,860 | $2,010,104 | $1,949,358 | -$60,746 | -3.02% | |
| Menard Financial Group Llc | 0.91% | 36,093 | $1,663,701 | $1,604,153 | -$59,548 | -3.58% | |
| Mn Wealth Advisors, Llc | 0.60% | 33,545 | $1,488,392 | $1,490,908 | +$2,516 | +0.17% | |
| Portfolio Strategies, Inc. | 0.15% | 32,239 | $1,486,057 | $1,432,862 | -$53,195 | -3.58% | |
| Mml Investors Services, Llc | 0.00% | 29,684 | $1,368,274 | $1,319,305 | -$48,969 | -3.58% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,774 | $1,234,163 | $1,189,970 | -$44,193 | -3.58% | |
| Sigma Planning Corp | 0.03% | 26,584 | $1,179,533 | $1,181,526 | +$1,993 | +0.17% | |
| 5T Wealth, Llc | 0.38% | 22,298 | $1,027,863 | $991,035 | -$36,828 | -3.58% | |
| Nolet Wealth Management, Llc | 0.55% | 22,500 | $998,325 | $1,000,013 | +$1,688 | +0.17% | |
| Farther Finance Advisors, Llc | 0.01% | 21,772 | $966,014 | $967,657 | +$1,643 | +0.17% | |
| Cerity Partners Llc | 0.00% | 20,665 | $952,576 | $918,456 | -$34,120 | -3.58% | |
| Simmons Bank | 0.05% | 17,779 | $819,527 | $790,188 | -$29,339 | -3.58% | |
| Thrivent Financial For Lutherans | 0.00% | 17,724 | $817,000 | $787,743 | -$29,257 | -3.58% | |
| Lido Advisors, Llc | 0.00% | 15,845 | $730,388 | $704,231 | -$26,157 | -3.58% | |
| Dynamic Advisor Solutions Llc | 0.02% | 15,776 | $699,984 | $701,164 | +$1,180 | +0.17% | |
| Great Valley Advisor Group, Inc. | 0.01% | 14,504 | $668,885 | $644,630 | -$24,255 | -3.63% | |
| Kestra Advisory Services, Llc | 0.00% | 13,672 | $630,223 | $607,652 | -$22,571 | -3.58% | |
| Independent Wealth Network Inc. | 0.15% | 13,599 | $603,407 | $604,408 | +$1,001 | +0.17% | |
| Capital Analysts, Llc | 0.01% | 12,104 | $558,000 | $537,962 | -$20,038 | -3.59% | |
| Cwm, Llc | 0.00% | 12,006 | $550,241 | $533,607 | -$16,634 | -3.02% | |
| Midwestern Financial, Llc | 0.36% | 11,015 | $507,725 | $489,562 | -$18,163 | -3.58% | |
| Mercer Global Advisors Inc | 0.00% | 10,912 | $502,989 | $484,984 | -$18,005 | -3.58% | |
| Ascent Group, Llc | 0.01% | 10,327 | $476,024 | $458,984 | -$17,040 | -3.58% | |
| Mai Capital Management | 0.00% | 9,673 | $445,877 | $429,916 | -$15,961 | -3.58% |
Frequently asked questions about BBHY
Who are the largest institutional holders of BBHY?
The largest institutional holders of BBHY reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported BBHY position.
What is BBHY institutional ownership?
This page tracks BBHY positions reported by institutional investment managers through SEC Form 13F. JPMORGAN BETABUILDERS USD HI (BBHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBHY?
InsiderSet currently tracks 104 institutional managers reporting BBHY 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 BBHY shareholders.
How much BBHY stock do institutions own?
Institutional investment managers disclosed approximately $400.46M in BBHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBHY institutional ownership last updated?
The latest BBHY 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 BBHY 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 BBHY position after the reporting date.
Are institutions buying or selling BBHY?
Institutional buying and selling can be analyzed by comparing BBHY positions across consecutive 13F reporting periods. InsiderSet's BBHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBHY ownership changes.
How has BBHY institutional ownership changed over time?
InsiderSet tracks BBHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.