BBSB Institutional Ownership & Shareholders
JPM BETA US TR 1-3 YR ETF (BBSB) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cabot Wealth Management Inc is currently the largest disclosed institutional shareholder of BBSB tracked by InsiderSet, reporting ownership valued at approximately $12.98M 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 $12.91M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BBSB value among the investors covered in this analysis. Major shareholders include Cabot Wealth Management Inc, Royal Bank Of Canada, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in JPM BETA US TR 1-3 YR ETF (BBSB).
This page ranks the largest institutional BBSB 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
9
Total Reported Value
$19.91M
Largest Holder
Cabot Wealth Management Inc
Largest Position
$12.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 1.32% | 132,092 | $12,984,525 | $12,914,635 | -$69,890 | -0.54% | |
| Royal Bank Of Canada | 0.00% | 41,336 | $4,063,000 | $4,041,421 | -$21,579 | -0.53% | |
| Citadel Advisors Llc | 0.00% | 11,225 | $1,103,407 | $1,097,468 | -$5,939 | -0.54% | |
| Tower Research Capital Llc (Trc) | 0.02% | 7,870 | $773,614 | $769,450 | -$4,164 | -0.54% | |
| Allworth Financial Lp | 0.00% | 5,024 | $493,855 | $491,196 | -$2,659 | -0.54% | |
| Jane Street Group, Llc | 0.00% | 3,555 | $349,453 | $347,572 | -$1,881 | -0.54% | |
| Osaic Holdings, Inc. | 0.00% | 1,382 | $135,848 | $135,118 | -$730 | -0.54% | |
| Ubs Group Ag | 0.00% | 85 | $8,355 | $8,310 | -$45 | -0.53% | |
| Morgan Stanley | 0.00% | 1 | $98 | $98 | -$0 | -0.23% |
Frequently asked questions about BBSB
Who are the largest institutional holders of BBSB?
The largest institutional holders of BBSB reported in the latest SEC Form 13F filings include Cabot Wealth Management Inc, Royal Bank Of Canada, Citadel Advisors Llc, Tower Research Capital Llc (Trc), and Allworth Financial Lp. InsiderSet ranks institutional holders by their latest reported BBSB position.
What is BBSB institutional ownership?
This page tracks BBSB positions reported by institutional investment managers through SEC Form 13F. JPM BETA US TR 1-3 YR ETF (BBSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBSB?
InsiderSet currently tracks 9 institutional managers reporting BBSB 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 BBSB shareholders.
How much BBSB stock do institutions own?
Institutional investment managers disclosed approximately $19.91M in BBSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBSB institutional ownership last updated?
The latest BBSB 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 BBSB 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 BBSB position after the reporting date.
Are institutions buying or selling BBSB?
Institutional buying and selling can be analyzed by comparing BBSB positions across consecutive 13F reporting periods. InsiderSet's BBSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBSB ownership changes.
How has BBSB institutional ownership changed over time?
InsiderSet tracks BBSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.