BBIN Institutional Ownership & Shareholders
JPM BETABUILDERS INTL EQTY (BBIN) is currently held by 113 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.41B 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 BBIN tracked by InsiderSet, reporting ownership valued at approximately $4.39B 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 $4.37B, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed BBIN value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Integrated Wealth Concepts Llc, and several other long-term asset managers with concentrated positions in JPM BETABUILDERS INTL EQTY (BBIN).
This page ranks the largest institutional BBIN 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
113
Total Reported Value
$5.41B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$4.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.26% | 56,351,934 | $4,389,252,185 | $4,371,219,520 | -$18,032,665 | -0.41% | |
| Morgan Stanley | 0.01% | 3,152,664 | $246,160,040 | $244,552,146 | -$1,607,894 | -0.65% | |
| Integrated Wealth Concepts Llc | 1.21% | 2,375,055 | $185,444,248 | $184,233,016 | -$1,211,232 | -0.65% | |
| Bank Of America Corp | 0.00% | 674,220 | $52,643,069 | $52,299,245 | -$343,824 | -0.65% | |
| Aptus Capital Advisors, Llc | 0.37% | 651,197 | $50,845,462 | $50,513,351 | -$332,111 | -0.65% | |
| Flow Traders U.S. Llc | 2.05% | 639,845 | $49,959,000 | $49,632,777 | -$326,223 | -0.65% | |
| Jane Street Group, Llc | 0.02% | 478,595 | $37,368,698 | $37,124,614 | -$244,084 | -0.65% | |
| Cetera Investment Advisers | 0.03% | 401,910 | $31,381,165 | $31,176,159 | -$205,006 | -0.65% | |
| Osaic Holdings, Inc. | 0.04% | 397,402 | $31,029,450 | $30,826,473 | -$202,977 | -0.65% | |
| Assetmark, Inc | 0.05% | 384,250 | $29,963,831 | $29,806,272 | -$157,559 | -0.53% | |
| Perigon Wealth Management, Llc | 0.43% | 359,795 | $28,056,797 | $27,909,298 | -$147,499 | -0.53% | |
| Lpl Financial Llc | 0.01% | 285,017 | $22,254,092 | $22,108,769 | -$145,323 | -0.65% | |
| Pallas Capital Advisors Llc | 0.67% | 278,932 | $21,778,984 | $21,636,755 | -$142,229 | -0.65% | |
| Advisory Services Network, Llc | 0.22% | 241,823 | $18,881,493 | $18,758,210 | -$123,283 | -0.65% | |
| Rothschild Investment Llc | 0.64% | 220,104 | $17,185,734 | $17,073,467 | -$112,267 | -0.65% | |
| Wny Asset Management, Llc | 1.48% | 211,412 | $16,507,044 | $16,399,229 | -$107,815 | -0.65% | |
| Hsbc Holdings Plc | 0.01% | 158,475 | $12,373,728 | $12,292,906 | -$80,822 | -0.65% | |
| Graney & King, Llc | 4.42% | 157,564 | $12,302,586 | $12,222,239 | -$80,347 | -0.65% | |
| Focus Partners Wealth | 0.01% | 151,498 | $11,828,982 | $11,751,700 | -$77,282 | -0.65% | |
| Stonehaven Wealth & Tax Solutions, Llc | 9.68% | 130,848 | $10,203,527 | $10,149,879 | -$53,648 | -0.53% | |
| Gateway Wealth Partners, Llc | 0.58% | 124,747 | $9,740,213 | $9,676,625 | -$63,588 | -0.65% | |
| Jacobi Capital Management Llc | 0.46% | 120,618 | $9,417,815 | $9,356,338 | -$61,477 | -0.65% | |
| Envestnet Asset Management Inc | 0.00% | 114,993 | $8,978,667 | $8,920,007 | -$58,660 | -0.65% | |
| Raymond James Financial Inc | 0.00% | 109,044 | $8,514,161 | $8,458,543 | -$55,618 | -0.65% | |
| Alpha Advisors, Llc/Va | 5.45% | 95,642 | $7,458,550 | $7,418,950 | -$39,600 | -0.53% | |
| Clearstead Advisors, Llc | 0.07% | 95,010 | $7,418,381 | $7,369,926 | -$48,455 | -0.65% | |
| Mml Investors Services, Llc | 0.01% | 88,940 | $6,944,469 | $6,899,076 | -$45,393 | -0.65% | |
| Daymark Wealth Partners, Llc | 0.16% | 82,629 | $6,451,616 | $6,409,532 | -$42,084 | -0.65% | |
| Royal Bank Of Canada | 0.00% | 63,512 | $4,959,000 | $4,926,626 | -$32,374 | -0.65% | |
| Kelly Financial Group Llc | 1.13% | 63,020 | $4,914,282 | $4,888,461 | -$25,821 | -0.53% | |
| 5T Wealth, Llc | 1.72% | 59,060 | $4,611,434 | $4,581,284 | -$30,150 | -0.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 51,189 | $3,991,685 | $3,970,731 | -$20,954 | -0.52% | |
| Newedge Wealth, Llc | 0.04% | 51,074 | $3,987,839 | $3,961,810 | -$26,029 | -0.65% | |
| Horizon Family Wealth, Inc. | 1.58% | 44,288 | $3,457,993 | $3,435,420 | -$22,573 | -0.65% | |
| Private Advisor Group, Llc | 0.01% | 40,808 | $3,186,273 | $3,165,477 | -$20,796 | -0.65% | |
| Northwest Wealth Advisors, Llc | 1.20% | 31,088 | $2,424,213 | $2,411,496 | -$12,717 | -0.52% | |
| Principal Securities, Inc. | 0.02% | 21,735 | $1,697,033 | $1,685,984 | -$11,049 | -0.65% | |
| Geneos Wealth Management Inc. | 0.03% | 20,870 | $1,629,550 | $1,618,886 | -$10,664 | -0.65% | |
| Independent Wealth Network Inc. | 0.39% | 19,823 | $1,545,834 | $1,537,670 | -$8,164 | -0.53% | |
| Merited Wealth, Llc | 1.05% | 19,318 | $1,506,418 | $1,498,497 | -$7,921 | -0.53% | |
| Emerald Advisors, Llc | 0.19% | 18,788 | $1,465,052 | $1,457,385 | -$7,667 | -0.52% | |
| Sanctuary Advisors, Llc | 0.01% | 18,738 | $1,463,050 | $1,453,507 | -$9,543 | -0.65% | |
| Mn Wealth Advisors, Llc | 0.59% | 18,761 | $1,462,989 | $1,455,291 | -$7,698 | -0.53% | |
| 3Chopt Investment Partners, Llc | 0.24% | 17,073 | $1,331,353 | $1,324,353 | -$7,000 | -0.53% | |
| Equitable Holdings, Inc. | 0.01% | 15,219 | $1,188,276 | $1,180,538 | -$7,738 | -0.65% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 15,013 | $1,170,714 | $1,164,558 | -$6,156 | -0.53% | |
| Insight Advisors, Llc/ Pa | 0.20% | 14,784 | $1,152,856 | $1,146,795 | -$6,061 | -0.53% | |
| Ascent Group, Llc | 0.03% | 13,180 | $1,027,777 | $1,022,373 | -$5,404 | -0.53% | |
| Creative Planning | 0.00% | 11,311 | $882,042 | $877,394 | -$4,648 | -0.53% | |
| Americana Partners, Llc | 0.02% | 10,031 | $782,229 | $778,105 | -$4,124 | -0.53% |
Frequently asked questions about BBIN
Who are the largest institutional holders of BBIN?
The largest institutional holders of BBIN reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Integrated Wealth Concepts Llc, Bank Of America Corp, and Aptus Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BBIN position.
What is BBIN institutional ownership?
This page tracks BBIN positions reported by institutional investment managers through SEC Form 13F. JPM BETABUILDERS INTL EQTY (BBIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBIN?
InsiderSet currently tracks 113 institutional managers reporting BBIN 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 BBIN shareholders.
How much BBIN stock do institutions own?
Institutional investment managers disclosed approximately $5.41B in BBIN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBIN institutional ownership last updated?
The latest BBIN 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 BBIN 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 BBIN position after the reporting date.
Are institutions buying or selling BBIN?
Institutional buying and selling can be analyzed by comparing BBIN positions across consecutive 13F reporting periods. InsiderSet's BBIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBIN ownership changes.
How has BBIN institutional ownership changed over time?
InsiderSet tracks BBIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.