JPMORGAN BETABUILDERS USD HI BBHY
$45.91
+0.2% 52w: $43.13 – $46.01
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data43.1344.5746.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
110
+1 QoQ
13F value
$424.8M
-12.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBHY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 2.2M | $101.4M | 0.0% | +4.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $64.7M | 0.0% | +4.7% |
| LPL Financial LLC | Bank broker | 914.6K | $41.9M | 0.0% | -14.4% |
| MORGAN STANLEY | Bank broker | 616.5K | $28.3M | 0.0% | -4.1% |
| HighTower Advisors, LLC | Diversified mechanical | 501.6K | $23.0M | 0.0% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 441.7K | $20.2M | 0.0% | -55.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 310.5K | $14.2M | 0.0% | -32.4% |
| Ocean Park Asset Management, LLC | Wealth advisor | 265.7K | $12.2M | 0.7% | Held |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 186.3K | $8.5M | 0.1% | -43.3% |
| BlackRock, Inc. | Index provider | 169.8K | $7.8M | 0.0% | -39.5% |
| JANE STREET GROUP, LLC | Market maker | 134.9K | $6.2M | 0.0% | -17.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 124.8K | $5.7M | 0.0% | -27.4% |
| WCG Wealth Advisors LLC | Wealth advisor | 121.2K | $5.6M | 0.2% | -3.9% |
| Vawter Financial, Ltd. | Wealth advisor | 120.8K | $5.5M | 2.3% | +7.6% |
| Pinnacle Wealth Planning Services, Inc. | Other | 118.8K | $5.4M | 0.6% | +0.3% |
| Royal Fund Management, LLC | Other | 111.3K | $5.1M | 0.5% | -1.3% |
| Empowered Funds, LLC | Diversified mechanical | 111.2K | $5.1M | 0.0% | +12.8% |
| Windsor Capital Management, LLC | Wealth advisor | 108.2K | $5.0M | 1.5% | -0.2% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 95.7K | $4.4M | 0.1% | -1.4% |
| ASSETMARK, INC | Wealth advisor | 94.4K | $4.3M | 0.0% | -34.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 82.2K | $3.8M | 0.0% | -1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 74.7K | $3.4M | 0.0% | +8.1% |
| Cetera Investment Advisers | Wealth advisor | 70.0K | $3.2M | 0.0% | -27.5% |
| Summit Financial, LLC | Wealth advisor | 64.2K | $2.9M | 0.0% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 49.0K | $2.2M | 0.0% | +72.0% |
| ALBION FINANCIAL GROUP /UT | Other | 48.8K | $2.2M | 0.1% | +4.4% |
| Investment Partners Asset Management, Inc. | Other | 46.7K | $2.1M | 1.3% | +1.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 43.9K | $2.0M | 0.0% | New |
| Menard Financial Group LLC | Other | 41.5K | $1.9M | 1.3% | +1.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 36.4K | $1.7M | 0.0% | +1.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 33.6K | $1.5M | 0.0% | -10.6% |
| Portfolio Strategies, Inc. | Wealth advisor | 32.2K | $1.5M | 0.2% | Held |
| Cerity Partners LLC | Diversified mechanical | 29.2K | $1.3M | 0.0% | +2.1% |
| Sigma Planning Corp | Wealth advisor | 24.3K | $1.1M | 0.0% | +1.6% |
| Nolet Wealth Management, LLC | Wealth advisor | 23.5K | $1.1M | 0.6% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.0K | $1.1M | 0.0% | -40.5% |
| 5T Wealth, LLC | Wealth advisor | 22.5K | $1.0M | 0.4% | -31.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 20.5K | $940K | 0.0% | +18.0% |
| Simmons Bank | Other | 17.5K | $803K | 0.1% | -24.3% |
| Lido Advisors, LLC | Wealth advisor | 16.9K | $773K | 0.0% | -29.8% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 16.7K | $763K | 0.0% | +43.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 16.5K | $755K | 0.0% | -5.5% |
| MN Wealth Advisors, LLC | Wealth advisor | 16.2K | $740K | 0.4% | -42.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 13.2K | $605K | 0.0% | +23.6% |
| Independent Wealth Network Inc. | Wealth advisor | 12.9K | $592K | 0.2% | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 12.7K | $584K | 0.1% | -24.5% |
| CWM, LLC | Wealth advisor | 12.0K | $550K | 0.0% | -8.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 11.8K | $543K | 0.0% | -5.3% |
| Legacy Edge Advisors, LLC | Wealth advisor | 11.5K | $529K | 0.1% | New |
| Midwestern Financial, LLC /IA | Wealth advisor | 10.9K | $498K | 0.4% | +1.4% |
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.