JPMORGAN BETABUILDERS DEVELO BBAX
$60.03
+1.1% 52w: $50.68 – $63.17
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data50.6856.9363.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
152
+14 QoQ
13F value
$5.69B
+6.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$10K calls / — puts
Institutional value by quarter
Number of holders
Who owns BBAX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 85.4M | $4.95B | 0.3% | +2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.4M | $561.1M | 0.0% | +9.6% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 445.3K | $26.5M | 0.0% | -5.2% |
| AIA Group Ltd | Other | 365.9K | $21.8M | 0.3% | -1.7% |
| MORGAN STANLEY | Bank broker | 364.4K | $21.7M | 0.0% | +8.6% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 298.8K | $17.8M | 0.2% | Held |
| ATLAS CAPITAL ADVISORS INC. | Wealth advisor | 185.5K | $11.0M | 1.3% | +5.1% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 172.2K | $10.2M | 0.5% | -0.8% |
| LPL Financial LLC | Bank broker | 95.9K | $5.7M | 0.0% | +40.8% |
| UBS Group AG | Bank broker | 91.6K | $5.4M | 0.0% | +14.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 72.5K | $4.3M | 0.0% | +5.1% |
| PGIM Custom Harvest LLC | Wealth advisor | 70.2K | $4.2M | 0.1% | +2.5% |
| JANE STREET GROUP, LLC | Market maker | 66.1K | $3.9M | 0.0% | -10.1% |
| SYON CAPITAL LLC | Other | 47.4K | $2.8M | 0.1% | +5.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 45.8K | $2.7M | 0.0% | New |
| Badgley Phelps Wealth Managers, LLC | Other | 39.1K | $2.3M | 0.0% | -84.3% |
| CHOREO, LLC | Wealth advisor | 36.5K | $2.2M | 0.0% | +0.6% |
| Quantinno Capital Management LP | Diversified mechanical | 35.7K | $2.1M | 0.0% | +40.7% |
| CWM, LLC | Wealth advisor | 34.6K | $2.1M | 0.0% | +196.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 33.9K | $2.0M | 0.0% | -13.4% |
| NORTHERN TRUST CORP | Index provider | 26.6K | $1.6M | 0.0% | -6.2% |
| OLD NATIONAL BANCORP /IN/ | Other | 24.9K | $1.5M | 0.0% | Held |
| OneDigital Investment Advisors LLC | Wealth advisor | 23.3K | $1.4M | 0.0% | +175.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 21.1K | $1.3M | 0.0% | -14.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 19.7K | $1.2M | 0.0% | New |
| Creative Planning | Wealth advisor | 19.7K | $1.2M | 0.0% | +133.8% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 19.1K | $1.1M | 0.0% | -0.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 16.8K | $1.0M | 0.0% | New |
| CERTUITY, LLC | Other | 14.8K | $878K | 0.1% | New |
| Corient Private Wealth LLC | Diversified mechanical | 16.5K | $852K | 0.0% | -41.5% |
| Circle Wealth Management, LLC | Other | 12.9K | $766K | 0.0% | +22.2% |
| FMR LLC | Long only active | 10.9K | $647K | 0.0% | +74.9% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 10.8K | $641K | 0.0% | +1.7% |
| Nolet Wealth Management, LLC | Wealth advisor | 10.6K | $632K | 0.4% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.2K | $609K | 0.0% | New |
| Cresset Asset Management, LLC | Wealth advisor | 8.8K | $526K | 0.0% | New |
| Dorsey & Whitney Trust CO LLC | Other | 8.2K | $487K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.9K | $468K | 0.0% | +9.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 7.8K | $462K | 0.0% | New |
| Icon Wealth Advisors, LLC | Wealth advisor | 7.4K | $445K | 0.0% | 0.0% |
| Y-Intercept (Hong Kong) Ltd | Diversified mechanical | 7.5K | $445K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.6K | $392K | 0.0% | +19.7% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 6.5K | $389K | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 6.5K | $389K | 0.0% | -33.7% |
| Ballentine Partners, LLC | Wealth advisor | 6.4K | $383K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 6.4K | $380K | 0.0% | -15.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 6.0K | $360K | 0.0% | -3.8% |
| Legacy Wealth Advisors, LLC | Wealth advisor | 5.2K | $312K | 0.2% | New |
| Cloud Capital Management, LLC | Wealth advisor | 5.1K | $303K | 0.1% | Held |
| Cerity Partners LLC | Diversified mechanical | 4.9K | $291K | 0.0% | -16.3% |
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.