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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +233,799 | +11.4% | 2,277,383 | $306.81M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +9,912 | +110.6% | 18,871 | $2.54M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +53,404 | +9.5% | 614,521 | $82.79M | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +141,100 | — | 141,100 | $19.01M | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Buy | +228 | +6.0% | 4,046 | $545.08K | Q2 2026 | Aug 26, 2026 |
| Orion Capital Management Llc | Buy | +1,075 | — | 1,075 | $144.82K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +28,216 | +66.4% | 70,693 | $9.52M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +13 | +1.3% | 982 | $132.30K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +182,314 | — | 182,314 | $24.56M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +174,398 | +60.8% | 461,335 | $62.16M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +121,695 | — | 121,695 | $16.39M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -30,981 | -76.8% | 9,377 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +30,660 | +5.5% | 592,222 | $79.78M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +30,537 | +579.0% | 35,811 | $4.82M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +20,352 | — | 20,352 | $2.74M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +19,375 | +978.5% | 21,355 | $2.88M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -17,650 | -64.2% | 9,856 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +14,778 | — | 14,778 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +9,952 | — | 9,952 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +7,770 | +9.6% | 89,038 | $12.00M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +5,642 | — | 5,642 | $760.26K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,485 | +185.1% | 5,368 | $723.18K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +2,635 | — | 2,635 | $355.00K | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Sell | -2,091 | -49.3% | 2,151 | $289.78K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,440 | +6.7% | 22,786 | $3.07M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +842 | +13.5% | 7,081 | $882.35K | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +627 | +11.4% | 6,108 | $822.87K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -587 | -4.6% | 12,298 | $1.66M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +499 | +1.9% | 27,088 | $3.65M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +474 | +26.8% | 2,243 | $302.19K | Q2 2026 | Aug 14, 2026 |
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.