BBUS Institutional Ownership & Shareholders
JPMORGAN BETABUILDERS US EQU (BBUS) is currently held by 228 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.00B 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 BBUS tracked by InsiderSet, reporting ownership valued at approximately $880.75M 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 $897.77M, representing an estimated gain of +1.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BBUS value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPMORGAN BETABUILDERS US EQU (BBUS).
This page ranks the largest institutional BBUS 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
228
Total Reported Value
$5.00B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$880.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.05% | 6,595,410 | $880,751,161 | $897,767,209 | +$17,016,048 | +1.93% | |
| Lpl Financial Llc | 0.12% | 3,897,424 | $525,061,006 | $530,517,355 | +$5,456,349 | +1.04% | |
| Morgan Stanley | 0.03% | 3,655,413 | $492,457,322 | $497,574,818 | +$5,117,496 | +1.04% | |
| Janney Montgomery Scott Llc | 0.94% | 3,594,171 | $484,207,000 | $489,238,557 | +$5,031,557 | +1.04% | |
| Norinchukin Bank, The | 3.22% | 2,459,000 | $331,276,480 | $334,719,080 | +$3,442,600 | +1.04% | |
| Envestnet Asset Management Inc | 0.07% | 2,277,383 | $306,809,004 | $309,997,374 | +$3,188,370 | +1.04% | |
| Vestmark Advisory Solutions, Inc. | 2.27% | 1,796,203 | $241,984,468 | $244,499,152 | +$2,514,684 | +1.04% | |
| National Mutual Insurance Federation Of Agricultural Cooperatives | 1.12% | 1,275,000 | $175,414,500 | $173,553,000 | -$1,861,500 | -1.06% | |
| Cornerstone Wealth Management, Llc | 3.83% | 662,346 | $89,231,177 | $90,158,538 | +$927,361 | +1.04% | |
| Wealth Group Ltd | 16.51% | 641,322 | $89,150,114 | $87,296,751 | -$1,853,363 | -2.08% | |
| Assetmark, Inc | 0.15% | 631,147 | $86,833,204 | $85,911,730 | -$921,474 | -1.06% | |
| Integrated Wealth Concepts Llc | 0.54% | 614,521 | $82,788,221 | $83,648,599 | +$860,378 | +1.04% | |
| Raymond James Financial Inc | 0.02% | 592,222 | $79,784,203 | $80,613,259 | +$829,056 | +1.04% | |
| Cetera Investment Advisers | 0.07% | 575,463 | $77,526,254 | $78,332,024 | +$805,770 | +1.04% | |
| Kelly Financial Group Llc | 16.65% | 525,879 | $72,350,380 | $71,582,649 | -$767,731 | -1.06% | |
| Perigon Wealth Management, Llc | 1.05% | 493,476 | $67,892,359 | $67,171,953 | -$720,406 | -1.06% | |
| Osaic Holdings, Inc. | 0.07% | 461,335 | $62,158,635 | $62,796,920 | +$638,285 | +1.03% | |
| Tradition Wealth Management, Llc | 3.41% | 414,000 | $55,774,102 | $56,353,680 | +$579,578 | +1.04% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 425,161 | $49,820,366 | $57,872,915 | +$8,052,549 | +16.16% | |
| Mn Wealth Advisors, Llc | 17.57% | 314,829 | $43,314,237 | $42,854,523 | -$459,714 | -1.06% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | 291,360 | $39,171,297 | $39,659,923 | +$488,626 | +1.25% | |
| Mml Investors Services, Llc | 0.07% | 259,074 | $34,902,449 | $35,265,153 | +$362,704 | +1.04% | |
| Robertson Stephens Wealth Management, Llc | 0.79% | 238,606 | $32,827,363 | $32,479,049 | -$348,314 | -1.06% | |
| Drive Wealth Management, Llc | 4.87% | 202,739 | $27,312,927 | $27,596,833 | +$283,906 | +1.04% | |
| Ameriprise Financial Inc | 0.00% | 182,314 | $24,558,533 | $24,816,582 | +$258,049 | +1.05% | |
| Commonwealth Equity Services, Llc | 0.03% | 178,000 | $23,980,123 | $24,229,360 | +$249,237 | +1.04% | |
| Cwm, Llc | 0.05% | 164,068 | $19,225,516 | $22,332,936 | +$3,107,420 | +16.16% | |
| Allianz Asset Management Gmbh | 0.02% | 141,100 | $19,008,992 | $19,206,532 | +$197,540 | +1.04% | |
| Gradient Investments Llc | 0.26% | 130,200 | $17,912,919 | $17,722,824 | -$190,095 | -1.06% | |
| 5T Wealth, Llc | 6.65% | 132,571 | $17,860,085 | $18,045,565 | +$185,480 | +1.04% | |
| Ifg Advisory, Llc | 0.57% | 121,695 | $16,394,731 | $16,565,123 | +$170,392 | +1.04% | |
| Bravias Capital Group, Llc | 9.18% | 114,823 | $15,468,898 | $15,629,707 | +$160,809 | +1.04% | |
| Great Valley Advisor Group, Inc. | 0.24% | 114,080 | $15,368,707 | $15,528,570 | +$159,863 | +1.04% | |
| Unique Wealth, Llc | 1.70% | 108,201 | $14,886,248 | $14,728,320 | -$157,928 | -1.06% | |
| Creativeone Wealth, Llc | 0.31% | 104,930 | $14,136,217 | $14,283,072 | +$146,855 | +1.04% | |
| Aptus Capital Advisors, Llc | 0.10% | 104,759 | $14,113,132 | $14,259,795 | +$146,663 | +1.04% | |
| Florida Financial Advisors, Llc | 2.38% | 104,335 | $14,056,125 | $14,202,080 | +$145,955 | +1.04% | |
| Ascent Group, Llc | 0.40% | 98,281 | $13,521,500 | $13,378,010 | -$143,490 | -1.06% | |
| Royal Bank Of Canada | 0.00% | 89,038 | $11,996,000 | $12,119,853 | +$123,853 | +1.03% | |
| Schmidt P J Investment Management Inc | 1.63% | 77,742 | $10,473,364 | $10,582,241 | +$108,877 | +1.04% | |
| Private Advisor Group, Llc | 0.05% | 74,410 | $10,024,576 | $10,128,689 | +$104,113 | +1.04% | |
| Rosenberg Matthew Hamilton | 1.78% | 72,203 | $9,933,689 | $9,828,272 | -$105,417 | -1.06% | |
| Equitable Holdings, Inc. | 0.06% | 70,693 | $9,523,689 | $9,622,731 | +$99,042 | +1.04% | |
| Elevation Wealth Management Llc | 6.44% | 63,807 | $8,596,052 | $8,685,409 | +$89,357 | +1.04% | |
| Massmutual Private Wealth & Trust, Fsb | 0.22% | 60,344 | $8,302,128 | $8,214,025 | -$88,103 | -1.06% | |
| Golden State Wealth Management, Llc | 0.72% | 58,425 | $7,871,062 | $7,952,811 | +$81,749 | +1.04% | |
| Alpha Advisors, Llc/Va | 5.73% | 56,974 | $7,838,234 | $7,755,301 | -$82,933 | -1.06% | |
| Davenport & Co Llc | 0.04% | 52,678 | $7,247,439 | $7,170,529 | -$76,910 | -1.06% | |
| Farther Finance Advisors, Llc | 0.05% | 52,224 | $7,184,950 | $7,108,731 | -$76,219 | -1.06% | |
| Wayfinding Financial, Llc | 2.69% | 52,784 | $7,111,000 | $7,184,958 | +$73,958 | +1.04% |
Frequently asked questions about BBUS
Who are the largest institutional holders of BBUS?
The largest institutional holders of BBUS reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Lpl Financial Llc, Morgan Stanley, Janney Montgomery Scott Llc, and Norinchukin Bank, The. InsiderSet ranks institutional holders by their latest reported BBUS position.
What is BBUS institutional ownership?
This page tracks BBUS positions reported by institutional investment managers through SEC Form 13F. JPMORGAN BETABUILDERS US EQU (BBUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBUS?
InsiderSet currently tracks 228 institutional managers reporting BBUS 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 BBUS shareholders.
How much BBUS stock do institutions own?
Institutional investment managers disclosed approximately $5.00B in BBUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBUS institutional ownership last updated?
The latest BBUS 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 BBUS 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 BBUS position after the reporting date.
Are institutions buying or selling BBUS?
Institutional buying and selling can be analyzed by comparing BBUS positions across consecutive 13F reporting periods. InsiderSet's BBUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBUS ownership changes.
How has BBUS institutional ownership changed over time?
InsiderSet tracks BBUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.