JPMORGAN BETABUILDERS US AGG BBAG
$45.72
+0.1% 52w: $44.36 – $46.47
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data44.3645.4146.47
Aug 18, 2025 Jul 2, 2026
Institutional holders
113
-4 QoQ
13F value
$631.5M
+0.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBAG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 4.8M | $221.4M | 0.0% | +4.7% |
| LPL Financial LLC | Bank broker | 2.2M | $101.7M | 0.0% | +4.1% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 1.2M | $55.5M | 4.5% | +8.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 897.9K | $41.4M | 0.0% | +5.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 571.5K | $26.4M | — | -2.4% |
| Tradition Wealth Management, LLC | Wealth advisor | 406.4K | $18.8M | 1.3% | +92.4% |
| Apella Capital, LLC | Wealth advisor | 344.8K | $16.0M | 0.2% | -6.5% |
| Wealth Alliance Advisory Group, LLC | Wealth advisor | 322.3K | $14.9M | 2.4% | +14.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 291.1K | $13.4M | 0.0% | -0.9% |
| MORGAN STANLEY | Bank broker | 249.2K | $11.5M | 0.0% | +9.7% |
| Cetera Investment Advisers | Wealth advisor | 221.3K | $10.2M | 0.0% | -1.5% |
| Heck Capital Advisors, LLC | Wealth advisor | 218.4K | $10.1M | 0.7% | +0.9% |
| HighTower Advisors, LLC | Diversified mechanical | 168.9K | $7.8M | 0.0% | 0.0% |
| CWM, LLC | Wealth advisor | 134.2K | $6.2M | 0.0% | +10.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 113.1K | $5.2M | — | -1.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 85.7K | $4.0M | 0.0% | -7.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 74.0K | $3.4M | 0.0% | -1.9% |
| JANE STREET GROUP, LLC | Market maker | 71.9K | $3.3M | 0.0% | -82.6% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 67.5K | $3.1M | 0.8% | -0.8% |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | — | 66.5K | $3.1M | 2.6% | -3.1% |
| Ascent Group, LLC | Wealth advisor | 63.0K | $2.9M | 0.1% | +11.1% |
| CGN Advisors LLC | Wealth advisor | 60.4K | $2.8M | 0.2% | -7.4% |
| Triad Wealth Partners, LLC | Wealth advisor | 57.6K | $2.7M | 0.2% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 55.5K | $2.6M | 0.0% | -14.6% |
| MLG Wealth Management DBA Pine Grove Financial Group | — | 55.2K | $2.5M | — | -5.6% |
| BAILARD, INC. | Other | 47.7K | $2.2M | 0.1% | -14.5% |
| ACT Advisors, LLC. | Wealth advisor | 46.4K | $2.1M | — | +1.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 41.4K | $1.9M | 0.0% | +31.7% |
| Legacy Private Trust Co. | Wealth advisor | 41.2K | $1.9M | 0.1% | -0.3% |
| Independent Wealth Network Inc. | Wealth advisor | 38.6K | $1.8M | 0.5% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 36.8K | $1.7M | 0.0% | -42.3% |
| Kovack Advisors, Inc. | Other | 35.4K | $1.6M | 0.1% | -0.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 32.0K | $1.5M | 0.0% | -26.8% |
| Ascentis Independent Advisors | Other | 29.8K | $1.4M | 0.1% | New |
| Arlington Financial Advisors, LLC | Wealth advisor | 27.3K | $1.3M | — | +54.4% |
| Strategic Financial Concepts, LLC | Wealth advisor | 27.3K | $1.3M | 0.3% | +19.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 24.7K | $1.1M | 0.0% | -6.2% |
| LOCKERMAN FINANCIAL GROUP, INC. | Wealth advisor | 23.0K | $1.1M | 1.9% | -0.9% |
| Sharkey, Howes & Javer | Wealth advisor | 22.8K | $1.1M | 0.1% | -40.9% |
| Cobblestone Asset Management LLC | Wealth advisor | 18.7K | $865K | — | -4.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 18.0K | $831K | 0.0% | -17.1% |
| MN Wealth Advisors, LLC | Wealth advisor | 17.7K | $819K | 0.4% | +15.9% |
| Berger Financial Group, Inc | Wealth advisor | 17.3K | $800K | 0.0% | -21.1% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 17.1K | $787K | 0.0% | +1173.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 16.2K | $750K | 0.0% | +67.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 14.3K | $658K | 0.0% | -9.1% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | Other | 13.5K | $623K | 0.3% | -3.0% |
| WBH ADVISORY INC | Wealth advisor | 12.4K | $570K | 0.0% | New |
| Alpha Omega Wealth Management LLC | Other | 12.2K | $562K | 0.1% | +0.4% |
| Founders Financial Alliance, LLC | Other | 12.2K | $561K | 0.1% | +240.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.