JPM BETABUILDERS US MID CAP BBMC
$126.43
-0.3% 52w: $93.70 – $127.15
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data93.70110.42127.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
50
-2 QoQ
13F value
$1.75B
+1.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 16.2M | $1.70B | 0.1% | +3.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 154.1K | $16.7M | 0.0% | -10.0% |
| LPL Financial LLC | Bank broker | 48.4K | $5.3M | 0.0% | +67.5% |
| Equitable Holdings, Inc. | Wealth advisor | 20.9K | $2.2M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 19.8K | $2.1M | 0.1% | -2.4% |
| MORGAN STANLEY | Bank broker | 16.5K | $1.8M | 0.0% | +55.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 13.9K | $1.5M | 0.0% | -2.0% |
| ACT Advisors, LLC. | Wealth advisor | 13.2K | $1.4M | 0.6% | -4.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 12.7K | $1.4M | 0.0% | +20.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.6K | $1.4M | 0.0% | +273.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 8.6K | $938K | 0.0% | -74.6% |
| Gradient Investments LLC | Wealth advisor | 8.6K | $930K | 0.0% | -7.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.5K | $926K | 0.0% | New |
| IAG Wealth Partners, LLC | Wealth advisor | 8.4K | $907K | 0.1% | -4.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 7.3K | $795K | 0.0% | -77.6% |
| ROYAL BANK OF CANADA | Bank broker | 6.1K | $667K | 0.0% | +92.8% |
| MGO ONE SEVEN LLC | Wealth advisor | 6.0K | $648K | 0.0% | -21.2% |
| Triad Wealth Partners, LLC | Wealth advisor | 5.3K | $573K | 0.0% | +15.3% |
| Elevation Wealth Management LLC | Wealth advisor | 5.0K | $546K | 0.5% | -4.0% |
| Archer Investment Corp | Wealth advisor | 4.5K | $490K | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.4K | $476K | 0.0% | -82.5% |
| Private Advisor Group, LLC | Wealth advisor | 4.1K | $443K | 0.0% | New |
| MN Wealth Advisors, LLC | Wealth advisor | 3.6K | $394K | 0.2% | -2.2% |
| Ascent Group, LLC | Wealth advisor | 3.4K | $365K | 0.0% | +3.3% |
| Merited Wealth, LLC | Wealth advisor | 3.3K | $360K | 0.3% | Held |
| SUTTON PLACE INVESTORS LLC | Wealth advisor | 3.3K | $359K | 0.2% | -8.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 3.2K | $350K | 0.0% | -4.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 2.5K | $270K | 0.0% | +27.9% |
| Thrive Wealth Management, LLC | Wealth advisor | 2.3K | $247K | 0.0% | +17.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 2.1K | $227K | 0.0% | -6.9% |
| CWM, LLC | Wealth advisor | 726 | $79K | 0.0% | +167.9% |
| US BANCORP \DE\ | Wealth advisor | 146 | $16K | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 140 | $15K | 0.0% | -5.4% |
| UBS Group AG | Bank broker | 130 | $14K | 0.0% | New |
| GGM Financial LLC | Wealth advisor | 117 | $13K | 0.0% | +21.9% |
| LGT Financial Advisors LLC | Wealth advisor | 108 | $12K | 0.1% | -10.0% |
| Founders Financial Alliance, LLC | Other | 86 | $9K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 70 | $8K | 0.0% | Held |
| Ascentis Independent Advisors | Other | 63 | $7K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 52 | $6K | 0.0% | Held |
| Aptus Capital Advisors, LLC | Wealth advisor | 47 | $5K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 39 | $4K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 38 | $4K | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 29 | $3K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 24 | $3K | 0.0% | -17.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 15 | $2K | 0.0% | Held |
| Spire Wealth Management | Wealth advisor | 14 | $2K | 0.0% | +40.0% |
| WealthShield Partners, LLC | Wealth advisor | 14 | $2K | 0.0% | Held |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 14 | $2K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 6 | $657 | 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.