JPMORGAN BETABUILDERS US SC (BBSC) Top Institutional Shareholders
JPMORGAN BETABUILDERS US SC (BBSC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $19.02M in BBSC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BBSC tracked by InsiderSet, reporting ownership valued at approximately $5.72M in its March 31, 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 $6.66M, representing an estimated gain of +16.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed BBSC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Iag Wealth Partners, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS US SC (BBSC).
This page ranks the largest institutional BBSC 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
28
Total Reported Value
$19.02M
Largest Holder
Lpl Financial Llc
Largest Position
$5.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 76,226 | $5,721,925 | $6,664,820 | +$942,895 | +16.48% | |
| Iag Wealth Partners, Llc | 0.57% | 67,456 | $5,063,609 | $5,898,015 | +$834,406 | +16.48% | |
| Susquehanna International Group, Llp | 0.00% | 22,166 | $1,663,900 | $1,938,084 | +$274,184 | +16.48% | |
| Financial Engines Advisors L.L.C. | 0.00% | 21,331 | $1,601,220 | $1,865,076 | +$263,856 | +16.48% | |
| Osaic Holdings, Inc. | 0.00% | 14,932 | $1,120,941 | $1,305,579 | +$184,638 | +16.47% | |
| Jane Street Group, Llc | 0.00% | 12,365 | $928,184 | $1,081,134 | +$152,950 | +16.48% | |
| Goldman Sachs Group Inc | 0.00% | 11,100 | $833,226 | $970,529 | +$137,303 | +16.48% | |
| Perigon Wealth Management, Llc | 0.01% | 6,086 | $456,860 | $532,129 | +$75,269 | +16.48% | |
| Triad Wealth Partners, Llc | 0.03% | 4,448 | $333,900 | $388,911 | +$55,011 | +16.48% | |
| Mgo One Seven Llc | 0.01% | 4,087 | $306,843 | $357,347 | +$50,504 | +16.46% | |
| Elevation Wealth Management Llc | 0.21% | 3,001 | $225,245 | $262,392 | +$37,147 | +16.49% | |
| Legacy Edge Advisors, Llc | 0.02% | 2,732 | $205,079 | $238,872 | +$33,793 | +16.48% | |
| Sutton Place Investors Llc | 0.11% | 2,665 | $200,049 | $233,014 | +$32,965 | +16.48% | |
| Geneos Wealth Management Inc. | 0.00% | 1,646 | $123,565 | $143,918 | +$20,353 | +16.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 896 | $67,259 | $78,342 | +$11,083 | +16.48% | |
| Key Financial Inc | 0.01% | 692 | $51,945 | $60,505 | +$8,560 | +16.48% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 453 | $34,005 | $39,608 | +$5,603 | +16.48% | |
| Ubs Group Ag | 0.00% | 363 | $27,249 | $31,739 | +$4,490 | +16.48% | |
| Cwm, Llc | 0.00% | 259 | $19,442 | $22,646 | +$3,204 | +16.48% | |
| Janney Montgomery Scott Llc | 0.02% | 127,594 | $9,578 | $11,156,181 | +$11,146,603 | +116377.15% | |
| Ifp Advisors, Inc | 0.00% | 92 | $6,906 | $8,044 | +$1,138 | +16.48% | |
| Lgt Financial Advisors Llc | 0.03% | 88 | $6,571 | $7,694 | +$1,123 | +17.09% | |
| Ascentis Independent Advisors | 0.00% | 51 | $3,828 | $4,459 | +$631 | +16.49% | |
| Farther Finance Advisors, Llc | 0.00% | 40 | $3,019 | $3,497 | +$478 | +15.85% | |
| Flow Traders U.S. Llc | 0.09% | 38,166 | $2,865 | $3,337,044 | +$3,334,179 | +116376.24% | |
| Spire Wealth Management | 0.00% | 10 | $751 | $874 | +$123 | +16.42% | |
| Fmr Llc | 0.00% | 4 | $300 | $350 | +$50 | +16.58% | |
| Morgan Stanley | 0.00% | 1 | $82 | $87 | +$5 | +6.63% |
Frequently asked questions about BBSC
Who owns the most BBSC stock?
The largest holders of BBSC 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 US SC (BBSC).
Is BBSC widely held by superinvestors?
Many widely followed stocks like BBSC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBSC 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.