JPMORGAN BETABUILDERS US EQU (BBUS) Institutional Ownership Changes & 13F Activity

JPMORGAN BETABUILDERS US EQU (BBUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Ameriprise Financial Inc, Osaic Holdings, Inc., Allianz Asset Management Gmbh, and Ifg Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+233,799+11.4%2,277,383$306.81MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+9,912+110.6%18,871$2.54MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+53,404+9.5%614,521$82.79MQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+141,100—141,100$19.01MQ2 2026Sep 02, 2026
Brown Financial AdvisorsBuy+228+6.0%4,046$545.08KQ2 2026Aug 26, 2026
Orion Capital Management LlcBuy+1,075—1,075$144.82KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+28,216+66.4%70,693$9.52MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+13+1.3%982$132.30KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+182,314—182,314$24.56MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+174,398+60.8%461,335$62.16MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+121,695—121,695$16.39MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-30,981-76.8%9,377$1.26MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+30,660+5.5%592,222$79.78MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+30,537+579.0%35,811$4.82MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+20,352—20,352$2.74MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+19,375+978.5%21,355$2.88MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-17,650-64.2%9,856$1.33MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+14,778—14,778$2.07MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,952—9,952$1.34MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+7,770+9.6%89,038$12.00MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+5,642—5,642$760.26KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,485+185.1%5,368$723.18KQ2 2026Aug 14, 2026
Betterment LlcBuy+2,635—2,635$355.00KQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcSell-2,091-49.3%2,151$289.78KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,440+6.7%22,786$3.07MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+842+13.5%7,081$882.35KQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+627+11.4%6,108$822.87KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-587-4.6%12,298$1.66MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+499+1.9%27,088$3.65MQ2 2026Aug 14, 2026
&PartnersBuy+474+26.8%2,243$302.19KQ2 2026Aug 14, 2026
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Frequently asked questions about BBUS activity

  • Which institutional owners are buying BBUS?

    Institutional owners buying BBUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BBUS activity?

    "Buy" means an investor increased their reported position in BBUS compared to the prior reporting period. This reflects growing exposure to JPMORGAN BETABUILDERS US EQU (BBUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BBUS increasing?

    Institutional interest in BBUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.