JPMORGAN BETABUILDERS US EQU (BBUS) Institutional Shareholders
JPMORGAN BETABUILDERS US EQU (BBUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.96B in BBUS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BBUS tracked by InsiderSet, reporting ownership valued at approximately $390.95M 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 $449.07M, representing an estimated gain of +14.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BBUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Norinchukin Bank, The, 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
220
Total Reported Value
$2.96B
Largest Holder
Lpl Financial Llc
Largest Position
$390.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.10% | 3,336,313 | $390,949,210 | $449,067,730 | +$58,118,520 | +14.87% | |
| Morgan Stanley | 0.02% | 3,136,224 | $367,502,827 | $422,135,750 | +$54,632,923 | +14.87% | |
| Norinchukin Bank, The | 3.36% | 2,459,000 | $288,145,620 | $330,981,400 | +$42,835,780 | +14.87% | |
| Envestnet Asset Management Inc | 0.06% | 2,043,584 | $239,467,151 | $275,066,406 | +$35,599,255 | +14.87% | |
| Vestmark Advisory Solutions, Inc. | 2.33% | 1,796,375 | $210,499,222 | $241,792,075 | +$31,292,853 | +14.87% | |
| National Mutual Insurance Federation Of Agricultural Cooperatives | 1.15% | 1,275,000 | $149,404,500 | $171,615,000 | +$22,210,500 | +14.87% | |
| Cornerstone Wealth Management, Llc | 3.83% | 662,346 | $89,231,177 | $89,151,772 | -$79,405 | -0.09% | |
| Wealth Group Ltd | 16.20% | 628,517 | $84,673,781 | $84,598,388 | -$75,393 | -0.09% | |
| Kelly Financial Group Llc | 15.74% | 525,852 | $70,842,754 | $70,779,679 | -$63,075 | -0.09% | |
| Assetmark, Inc | 0.14% | 570,248 | $66,821,668 | $76,755,381 | +$9,933,713 | +14.87% | |
| Raymond James Financial Inc | 0.02% | 561,562 | $65,803,865 | $75,586,245 | +$9,782,380 | +14.87% | |
| Integrated Wealth Concepts Llc | 0.52% | 561,117 | $65,751,657 | $75,526,348 | +$9,774,691 | +14.87% | |
| Cetera Investment Advisers | 0.07% | 530,183 | $62,126,459 | $71,362,632 | +$9,236,173 | +14.87% | |
| Perigon Wealth Management, Llc | 0.96% | 449,861 | $52,714,711 | $60,551,291 | +$7,836,580 | +14.87% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 425,161 | $49,820,366 | $57,226,671 | +$7,406,305 | +14.87% | |
| Tradition Wealth Management, Llc | 3.31% | 396,641 | $46,478,367 | $53,387,879 | +$6,909,512 | +14.87% | |
| Mn Wealth Advisors, Llc | 16.69% | 290,843 | $39,182,394 | $39,147,468 | -$34,926 | -0.09% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | 292,172 | $34,047,596 | $39,326,351 | +$5,278,755 | +15.50% | |
| Osaic Holdings, Inc. | 0.05% | 286,937 | $33,624,787 | $38,621,720 | +$4,996,933 | +14.86% | |
| Robertson Stephens Wealth Management, Llc | 0.84% | 255,650 | $29,957,049 | $34,410,490 | +$4,453,441 | +14.87% | |
| Drive Wealth Management, Llc | 4.87% | 202,739 | $27,312,927 | $27,288,669 | -$24,258 | -0.09% | |
| Mml Investors Services, Llc | 0.07% | 212,653 | $24,918,659 | $28,623,094 | +$3,704,435 | +14.87% | |
| Gradient Investments Llc | 0.28% | 148,653 | $20,026,532 | $20,008,694 | -$17,838 | -0.09% | |
| Commonwealth Equity Services, Llc | 0.03% | 167,328 | $19,607,466 | $22,522,349 | +$2,914,883 | +14.87% | |
| Cwm, Llc | 0.05% | 164,068 | $19,225,516 | $22,083,553 | +$2,858,037 | +14.87% | |
| 5T Wealth, Llc | 6.65% | 132,571 | $17,860,085 | $17,844,057 | -$16,028 | -0.09% | |
| Ameriprise Financial Inc | 0.00% | 145,428 | $17,439,944 | $19,574,609 | +$2,134,665 | +12.24% | |
| Unique Wealth, Llc | 1.66% | 105,559 | $14,220,944 | $14,208,241 | -$12,703 | -0.09% | |
| Bravias Capital Group, Llc | 8.71% | 113,668 | $13,319,605 | $15,299,713 | +$1,980,108 | +14.87% | |
| Great Valley Advisor Group, Inc. | 0.24% | 112,854 | $13,224,309 | $15,190,148 | +$1,965,839 | +14.87% | |
| Creativeone Wealth, Llc | 0.29% | 107,105 | $12,550,552 | $14,416,333 | +$1,865,781 | +14.87% | |
| Florida Financial Advisors, Llc | 2.87% | 102,439 | $12,003,720 | $13,788,289 | +$1,784,569 | +14.87% | |
| Private Advisor Group, Llc | 0.06% | 101,307 | $11,871,121 | $13,635,922 | +$1,764,801 | +14.87% | |
| Ascent Group, Llc | 0.39% | 95,947 | $11,243,069 | $12,914,466 | +$1,671,397 | +14.87% | |
| Aptus Capital Advisors, Llc | 0.09% | 87,490 | $10,252,078 | $11,776,154 | +$1,524,076 | +14.87% | |
| Royal Bank Of Canada | 0.00% | 81,268 | $9,524,000 | $10,938,673 | +$1,414,673 | +14.85% | |
| Alpha Advisors, Llc/Va | 7.44% | 80,407 | $9,422,448 | $10,822,782 | +$1,400,334 | +14.86% | |
| Rosenberg Matthew Hamilton | 1.75% | 69,850 | $9,410,192 | $9,401,810 | -$8,382 | -0.09% | |
| Schmidt P J Investment Management Inc | 1.55% | 78,799 | $9,233,710 | $10,606,345 | +$1,372,635 | +14.87% | |
| Massmutual Private Wealth & Trust, Fsb | 0.24% | 68,195 | $9,187,230 | $9,179,047 | -$8,183 | -0.09% | |
| Farther Finance Advisors, Llc | 0.07% | 67,977 | $9,154,972 | $9,149,704 | -$5,268 | -0.06% | |
| Golden State Wealth Management, Llc | 0.72% | 58,425 | $7,871,062 | $7,864,005 | -$7,057 | -0.09% | |
| Elevation Wealth Management Llc | 6.99% | 64,901 | $7,605,062 | $8,735,675 | +$1,130,613 | +14.87% | |
| Strategic Financial Planning, Inc. | 4.40% | 161,077 | $7,525,056 | $21,680,964 | +$14,155,908 | +188.12% | |
| Lake Street Private Wealth, Llc | 0.80% | 53,850 | $6,310,098 | $7,248,210 | +$938,112 | +14.87% | |
| Ifp Advisors, Inc | 0.11% | 46,034 | $6,201,700 | $6,196,176 | -$5,524 | -0.09% | |
| 3Chopt Investment Partners, Llc | 1.32% | 49,292 | $5,776,037 | $6,634,703 | +$858,666 | +14.87% | |
| Equitable Holdings, Inc. | 0.03% | 42,477 | $5,237,839 | $5,717,404 | +$479,565 | +9.16% | |
| Gateway Wealth Partners, Llc | 0.20% | 44,536 | $5,218,616 | $5,994,546 | +$775,930 | +14.87% | |
| Creative Planning | 0.00% | 41,388 | $4,849,887 | $5,570,825 | +$720,938 | +14.87% |
Frequently asked questions about BBUS
Who owns the most BBUS stock?
The largest holders of BBUS 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 EQU (BBUS).
Is BBUS widely held by superinvestors?
Many widely followed stocks like BBUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBUS 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.