JPM BETABUILDERS INTL EQTY BBIN
$78.61
+1.4% 52w: $62.59 – $78.73
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data62.5970.6678.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+6 QoQ
13F value
$4.86B
-2.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $6K puts
Institutional value by quarter
Number of holders
Who owns BBIN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 55.7M | $3.95B | 0.3% | -1.0% |
| MORGAN STANLEY | Bank broker | 2.6M | $192.2M | 0.0% | -26.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 2.3M | $169.3M | 1.4% | +14.9% |
| JANE STREET GROUP, LLC | Market maker | 788.3K | $57.6M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 651.2K | $47.6M | 0.0% | -25.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 617.1K | $45.1M | 0.4% | +3.8% |
| ASSETMARK, INC | Wealth advisor | 438.6K | $32.1M | 0.1% | -4.2% |
| Cetera Investment Advisers | Wealth advisor | 383.8K | $28.1M | 0.0% | +2.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 359.8K | $26.3M | 0.0% | -26.8% |
| Perigon Wealth Management, LLC | Wealth advisor | 340.4K | $24.9M | 0.5% | -26.8% |
| LPL Financial LLC | Bank broker | 276.8K | $20.2M | 0.0% | -3.5% |
| Pallas Capital Advisors LLC | Other | 260.2K | $19.0M | 0.7% | -46.8% |
| Advisory Services Network, LLC | Diversified mechanical | 228.5K | $16.7M | 0.2% | -0.5% |
| Gateway Wealth Partners, LLC | Wealth advisor | 225.9K | $16.5M | 0.6% | +138.6% |
| WNY Asset Management, LLC | Wealth advisor | 207.3K | $15.2M | 1.6% | — |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 204.8K | $15.0M | 0.0% | New |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 194.1K | $14.2M | 0.7% | +2.8% |
| Clearstead Advisors, LLC | Wealth advisor | 186.4K | $13.6M | 0.1% | New |
| Focus Partners Wealth | Wealth advisor | 158.6K | $11.6M | 0.0% | -3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 158.2K | $11.6M | 0.0% | +155.1% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | Wealth advisor | 151.5K | $11.1M | 9.8% | +0.6% |
| Graney & King, LLC | Wealth advisor | 148.3K | $10.8M | 5.8% | +10.1% |
| Jacobi Capital Management LLC | Wealth advisor | 110.2K | $8.1M | 0.5% | +13.4% |
| HSBC HOLDINGS PLC | Bank broker | 109.4K | $8.0M | 0.0% | -38.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 105.9K | $7.7M | 0.0% | +10.7% |
| Alpha Advisors, LLC/VA | Wealth advisor | 91.3K | $6.7M | 5.3% | +3.5% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 81.3K | $5.9M | 0.2% | +10.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 71.9K | $5.3M | 0.0% | -10.8% |
| MN Wealth Advisors, LLC | Wealth advisor | 68.5K | $5.0M | 2.4% | -10.3% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 65.4K | $4.8M | 1.2% | -87.9% |
| 5T Wealth, LLC | Wealth advisor | 60.3K | $4.4M | 1.7% | +1.0% |
| NewEdge Wealth, LLC | Other | 55.5K | $4.1M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 48.9K | $3.6M | 0.0% | -1.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 46.3K | $3.4M | 0.0% | +49.4% |
| Horizon Family Wealth, Inc. | Wealth advisor | 44.9K | $3.3M | 1.7% | +0.6% |
| Private Advisor Group, LLC | Wealth advisor | 43.5K | $3.2M | 0.0% | +1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 38.2K | $2.8M | 0.0% | +36.3% |
| Northwest Wealth Advisors, LLC | Wealth advisor | 29.3K | $2.1M | 1.5% | +4.9% |
| Geneos Wealth Management Inc. | Wealth advisor | 28.4K | $2.1M | 0.0% | +6.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.8K | $1.8M | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 22.1K | $1.6M | 0.0% | -51.0% |
| Independent Wealth Network Inc. | Wealth advisor | 20.1K | $1.5M | 0.4% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.8K | $1.4M | 0.0% | +33.1% |
| Emerald Advisors, LLC ★2 | Fundamental diversified | 19.2K | $1.4M | 0.2% | 0.0% |
| Merited Wealth, LLC | Wealth advisor | 18.6K | $1.4M | 1.1% | +7.1% |
| Strategic Financial Concepts, LLC | Wealth advisor | 17.6K | $1.3M | 0.3% | +12.2% |
| 3Chopt Investment Partners, LLC | Other | 17.2K | $1.3M | 0.3% | 0.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 17.0K | $1.2M | 0.0% | +46.5% |
| Ascent Group, LLC | Wealth advisor | 16.3K | $1.2M | 0.0% | -75.7% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 15.0K | $1.1M | 0.0% | Held |
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.