JPM BETABLDRS MSCI US REIT (BBRE) Institutional Shareholders
JPM BETABLDRS MSCI US REIT (BBRE) 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 $1.28B in BBRE holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of BBRE tracked by InsiderSet, reporting ownership valued at approximately $461.81M 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 $460.03M, representing an estimated loss of -0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed BBRE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, University Of Texas/Texas Am Investment Management Co, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in JPM BETABLDRS MSCI US REIT (BBRE).
This page ranks the largest institutional BBRE 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
56
Total Reported Value
$1.28B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$461.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.03% | 4,232,900 | $461,809,390 | $460,031,572 | -$1,777,818 | -0.38% | |
| University Of Texas/Texas Am Investment Management Co | 29.78% | 2,396,228 | $257,043,378 | $260,422,059 | +$3,378,681 | +1.31% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,236,240 | $132,611,465 | $134,354,563 | +$1,743,098 | +1.31% | |
| Sixth Street Partners Management Company, L.P. | 0.02% | 1,236,240 | $132,611,465 | $134,354,563 | +$1,743,098 | +1.31% | |
| Alaska Permanent Capital Management, Llc | 3.43% | 489,700 | $52,564,436 | $53,220,596 | +$656,160 | +1.25% | |
| Global Endowment Management, Lp | 4.65% | 427,282 | $45,834,000 | $46,437,008 | +$603,008 | +1.32% | |
| Hightower Advisors, Llc | 0.04% | 383,317 | $41,118,438 | $41,658,892 | +$540,454 | +1.31% | |
| Bank Of America Corp | 0.00% | 368,677 | $39,547,958 | $40,067,816 | +$519,858 | +1.31% | |
| Bleakley Financial Group, Llc | 0.41% | 299,734 | $32,152,436 | $32,575,091 | +$422,655 | +1.31% | |
| Alaska Wealth Advisors, Llc | 3.28% | 282,332 | $30,285,739 | $30,683,842 | +$398,103 | +1.31% | |
| Concurrent Investment Advisors, Llc | 0.13% | 146,193 | $15,682,094 | $15,888,255 | +$206,161 | +1.31% | |
| Morgan Stanley | 0.00% | 145,917 | $15,652,631 | $15,858,260 | +$205,629 | +1.31% | |
| Ameriprise Financial Inc | 0.00% | 26,907 | $2,886,580 | $2,924,253 | +$37,673 | +1.31% | |
| Lpl Financial Llc | 0.00% | 26,825 | $2,877,518 | $2,915,341 | +$37,823 | +1.31% | |
| Corient Private Wealth Llc | 0.00% | 25,387 | $2,723,231 | $2,759,059 | +$35,828 | +1.32% | |
| Goldman Sachs Group Inc | 0.00% | 23,887 | $2,562,358 | $2,596,039 | +$33,681 | +1.31% | |
| Ubs Group Ag | 0.00% | 9,883 | $1,060,149 | $1,074,084 | +$13,935 | +1.31% | |
| Private Advisor Group, Llc | 0.00% | 8,440 | $905,336 | $917,259 | +$11,923 | +1.32% | |
| Raymond James Financial Inc | 0.00% | 8,157 | $875,001 | $886,503 | +$11,502 | +1.31% | |
| Ifc & Insurance Marketing, Inc. | 0.56% | 5,910 | $633,966 | $642,299 | +$8,333 | +1.31% | |
| D. E. Shaw & Co., Inc. | 0.00% | 4,987 | $534,955 | $541,987 | +$7,032 | +1.31% | |
| Citadel Advisors Llc | 0.00% | 4,387 | $470,593 | $476,779 | +$6,186 | +1.31% | |
| Peterson Wealth Advisors, Llc | 0.05% | 4,186 | $449,016 | $454,934 | +$5,918 | +1.32% | |
| Gladstone Institutional Advisory Llc | 0.01% | 3,175 | $340,582 | $345,059 | +$4,477 | +1.31% | |
| Mercer Global Advisors Inc | 0.00% | 2,431 | $260,748 | $264,201 | +$3,453 | +1.32% | |
| Farther Finance Advisors, Llc | 0.00% | 2,131 | $228,549 | $231,597 | +$3,048 | +1.33% | |
| Susquehanna International Group, Llp | 0.00% | 2,072 | $222,263 | $225,185 | +$2,922 | +1.31% | |
| Mml Investors Services, Llc | 0.00% | 2,061 | $221,068 | $223,989 | +$2,921 | +1.32% | |
| Financial Engines Advisors L.L.C. | 0.00% | 2,001 | $214,647 | $217,469 | +$2,822 | +1.31% | |
| Osaic Holdings, Inc. | 0.00% | 1,550 | $166,620 | $168,454 | +$1,834 | +1.10% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,099 | $117,890 | $119,439 | +$1,549 | +1.31% | |
| Kerr Financial Planning Corp | 0.11% | 925 | $99,225 | $100,529 | +$1,304 | +1.31% | |
| Royal Bank Of Canada | 0.00% | 811 | $87,000 | $88,139 | +$1,139 | +1.31% | |
| Aptus Capital Advisors, Llc | 0.00% | 758 | $81,311 | $82,379 | +$1,068 | +1.31% | |
| Versant Capital Management, Inc | 0.01% | 621 | $66,615 | $67,490 | +$875 | +1.31% | |
| Rockefeller Capital Management L.P. | 0.00% | 620 | $66,519 | $67,382 | +$863 | +1.30% | |
| Fifth Third Bancorp | 0.00% | 612 | $65,649 | $66,512 | +$863 | +1.31% | |
| Colonial Trust Co / Sc | 0.00% | 286 | $31,203 | $31,082 | -$121 | -0.39% | |
| Harbour Investments, Inc. | 0.00% | 189 | $20,274 | $20,541 | +$267 | +1.31% | |
| Qube Research & Technologies Ltd | 0.00% | 163 | $17,485 | $17,715 | +$230 | +1.31% | |
| Fmr Llc | 0.00% | 160 | $17,115 | $17,389 | +$274 | +1.60% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 158 | $16,949 | $17,171 | +$222 | +1.31% | |
| Newedge Advisors, Llc | 0.00% | 150 | $16,091 | $16,302 | +$211 | +1.31% | |
| Founders Financial Alliance, Llc | 0.00% | 146 | $15,661 | $15,867 | +$206 | +1.32% | |
| Integrated Wealth Concepts Llc | 0.00% | 144 | $15,516 | $15,650 | +$134 | +0.86% | |
| Private Trust Co Na | 0.00% | 140 | $15,018 | $15,215 | +$197 | +1.31% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 119 | $12,765 | $12,933 | +$168 | +1.32% | |
| Smartleaf Asset Management Llc | 0.00% | 62 | $6,764 | $6,738 | -$26 | -0.38% | |
| Investors Research Corp | 0.00% | 50 | $5,364 | $5,434 | +$70 | +1.30% | |
| Ameriflex Group, Inc. | 0.00% | 34 | $3,647 | $3,695 | +$48 | +1.32% |
Frequently asked questions about BBRE
Who owns the most BBRE stock?
The largest holders of BBRE 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 JPM BETABLDRS MSCI US REIT (BBRE).
Is BBRE widely held by superinvestors?
Many widely followed stocks like BBRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBRE 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.