JPMORGAN BETABUILDERS US EQU BBUS
$134.32
-0.1% 52w: $113.55 – $136.72
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data113.55125.14136.72
Aug 18, 2025 Jul 2, 2026
Institutional holders
222
+4 QoQ
13F value
$3.68B
-5.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 6.1M | $695.9M | 0.0% | +39.4% |
| LPL Financial LLC | Bank broker | 3.3M | $390.9M | 0.1% | +7.5% |
| MORGAN STANLEY | Bank broker | 3.1M | $367.5M | 0.0% | +9.6% |
| Norinchukin Bank, The | Other | 2.5M | $288.1M | 3.4% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $239.5M | 0.1% | +11.6% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.8M | $210.5M | 2.3% | +5.2% |
| National Mutual Insurance Federation of Agricultural Cooperatives | Wealth advisor | 1.3M | $149.4M | 1.2% | Held |
| Cornerstone Wealth Management, LLC | Wealth advisor | 673.3K | $78.9M | 3.9% | +0.5% |
| Wealth Group Ltd | Wealth advisor | 590.0K | $69.1M | 15.7% | +8.5% |
| ASSETMARK, INC | Wealth advisor | 570.2K | $66.8M | 0.1% | +2.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 561.6K | $65.8M | 0.0% | +152.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 561.1K | $65.8M | 0.5% | +498.0% |
| Cetera Investment Advisers | Wealth advisor | 530.2K | $62.1M | 0.1% | +5.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 519.4K | $60.9M | 0.2% | +3.0% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 497.8K | $58.3M | 14.7% | -3.4% |
| Perigon Wealth Management, LLC | Wealth advisor | 449.9K | $52.7M | 1.0% | +3.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 425.2K | $49.8M | 0.0% | New |
| Tradition Wealth Management, LLC | Wealth advisor | 396.6K | $46.5M | 3.3% | +10.9% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Other | 292.2K | $34.0M | 0.2% | +5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 286.9K | $33.6M | 0.0% | +13.2% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 255.7K | $30.0M | 0.8% | -67.7% |
| MN Wealth Advisors, LLC | Wealth advisor | 253.8K | $29.7M | 14.5% | +2.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 212.7K | $24.9M | 0.1% | -0.8% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 168.5K | $19.7M | — | +15.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 167.3K | $19.6M | 0.0% | +115.3% |
| CWM, LLC | Wealth advisor | 164.1K | $19.2M | 0.1% | +10.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 145.4K | $17.4M | 0.0% | +19.7% |
| Gradient Investments LLC | Wealth advisor | 147.2K | $17.3M | 0.3% | +53.2% |
| 5T Wealth, LLC | Wealth advisor | 130.0K | $15.2M | 6.0% | -1.0% |
| Hopwood Nicholas Hunter | — | 121.8K | $14.3M | 4.5% | +8.9% |
| Bravias Capital Group, LLC | Wealth advisor | 113.7K | $13.3M | 8.7% | +0.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 112.9K | $13.2M | 0.2% | +21.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 107.1K | $12.6M | 0.3% | +3.9% |
| FLORIDA FINANCIAL ADVISORS, LLC | Other | 102.4K | $12.0M | 2.9% | +5.1% |
| Private Advisor Group, LLC | Wealth advisor | 101.3K | $11.9M | 0.1% | +24.3% |
| Ascent Group, LLC | Wealth advisor | 95.9K | $11.2M | 0.4% | +3.3% |
| MLG Wealth Management DBA Pine Grove Financial Group | — | 93.8K | $11.0M | — | +11.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 87.5K | $10.3M | 0.1% | +29.4% |
| Golden State Wealth Management, LLC | Wealth advisor | 85.3K | $10.0M | 1.1% | -1.0% |
| ROYAL BANK OF CANADA | Bank broker | 81.3K | $9.5M | 0.0% | +16.8% |
| Alpha Advisors, LLC/VA | Wealth advisor | 80.4K | $9.4M | 7.4% | +4.5% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Other | 78.8K | $9.2M | 1.6% | +6.5% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 74.7K | $8.8M | 0.2% | +0.2% |
| Rosenberg Matthew Hamilton | Wealth advisor | 66.0K | $7.7M | 1.6% | +4.5% |
| UNIQUE WEALTH, LLC | Wealth advisor | 65.5K | $7.7M | 1.1% | New |
| Elevation Wealth Management LLC | Wealth advisor | 64.9K | $7.6M | 7.0% | +1.7% |
| Strategic Financial Planning, Inc. | Wealth advisor | 161.1K | $7.5M | — | New |
| Wayfinding Financial, LLC | Wealth advisor | 54.1K | $6.3M | 2.8% | +6.0% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 53.9K | $6.3M | 0.8% | +4.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 52.8K | $6.2M | 0.0% | -2.8% |
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.