BBIN Institutional Ownership
JPMorgan BetaBuilders International Equity ETF
1W: -1.4%
1M: -3.0%
3M: -1.7%
YTD: +6.5%
1Y: +10.5%
3Y: +60.8%
5Y: +47.1%
$78.04
+0.84 (+1.09%)
Weekly Expected Move ±2.0%
$75
$76
$78
$80
$81
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BBIN
137
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
12
New Positions
47
Increased
60
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (149 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 56,351,934 | 4.4B | +689,868 | +1.2% | 25Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,152,664 | 246M | +523,898 | +19.9% | 23Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 2,375,055 | 185M | +59,304 | +2.6% | 17Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 674,220 | 53M | +22,993 | +3.5% | 15Q | SEC ↗ |
| 5 | Aptus Capital Advisors, LLC | 651,197 | 51M | +34,145 | +5.5% | 10Q | SEC ↗ |
| 6 | FLOW TRADERS U.S. LLC NEW | 639,845 | 50M | — | +0.0% | 1Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 478,595 | 37M | -309,710 | -39.3% | 2Q | SEC ↗ |
| 8 | ASSETMARK, INC | 432,921 | 34M | -5,629 | -1.3% | 24Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 401,910 | 31M | +18,089 | +4.7% | 15Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 397,402 | 31M | +37,599 | +10.4% | 24Q | SEC ↗ |
| 11 | Perigon Wealth Management, LLC | 343,632 | 27M | +3,231 | +0.9% | 11Q | SEC ↗ |
| 12 | NEUBERGER BERMAN GROUP LLC | 327,698 | 26M | +122,944 | +60.0% | 2Q | SEC ↗ |
| 13 | LPL Financial LLC | 285,017 | 22M | +8,264 | +3.0% | 17Q | SEC ↗ |
| 14 | Pallas Capital Advisors LLC | 278,932 | 22M | +18,778 | +7.2% | 16Q | SEC ↗ |
| 15 | Advisory Services Network, LLC | 241,823 | 19M | +13,314 | +5.8% | 11Q | SEC ↗ |
| 16 | ROTHSCHILD INVESTMENT LLC | 220,104 | 17M | +26,027 | +13.4% | 11Q | SEC ↗ |
| 17 | WNY Asset Management, LLC | 211,412 | 16M | +4,148 | +2.0% | 2Q | SEC ↗ |
| 18 | HSBC HOLDINGS PLC | 158,475 | 12M | +49,106 | +44.9% | 7Q | SEC ↗ |
| 19 | Graney & King, LLC | 157,564 | 12M | +9,232 | +6.2% | 7Q | SEC ↗ |
| 20 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 154,638 | 12M | +3,097 | +2.0% | 7Q | SEC ↗ |
| 21 | Focus Partners Wealth | 151,498 | 12M | -7,109 | -4.5% | 7Q | SEC ↗ |
| 22 | Gateway Wealth Partners, LLC | 124,747 | 10M | -101,201 | -44.8% | 13Q | SEC ↗ |
| 23 | Jacobi Capital Management LLC | 120,618 | 9M | +10,420 | +9.5% | 11Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 114,993 | 9M | +9,090 | +8.6% | 21Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 109,044 | 9M | -49,182 | -31.1% | 7Q | SEC ↗ |
| 26 | Clearstead Advisors, LLC | 95,010 | 7M | -91,356 | -49.0% | 2Q | SEC ↗ |
| 27 | Alpha Advisors, LLC/VA | 93,740 | 7M | +2,456 | +2.7% | 6Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 88,940 | 7M | +17,061 | +23.7% | 13Q | SEC ↗ |
| 29 | DAYMARK WEALTH PARTNERS, LLC | 82,629 | 6M | +1,340 | +1.6% | 15Q | SEC ↗ |
| 30 | KELLY FINANCIAL GROUP LLC | 64,109 | 5M | -1,274 | -1.9% | 7Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 63,512 | 5M | +14,618 | +29.9% | 24Q | SEC ↗ |
| 32 | MN Wealth Advisors, LLC | 62,499 | 5M | -5,973 | -8.7% | 11Q | SEC ↗ |
| 33 | 5T Wealth, LLC | 59,060 | 5M | -1,289 | -2.1% | 7Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 52,854 | 4M | +6,542 | +14.1% | 10Q | SEC ↗ |
| 35 | NewEdge Wealth, LLC | 51,074 | 4M | -4,398 | -7.9% | 2Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 48,093 | 4M | +9,929 | +26.0% | 12Q | SEC ↗ |
| 37 | Horizon Family Wealth, Inc. | 44,288 | 3M | -611 | -1.4% | 8Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 40,808 | 3M | -2,699 | -6.2% | 14Q | SEC ↗ |
| 39 | Northwest Wealth Advisors, LLC | 28,899 | 2M | -434 | -1.5% | 3Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 24,491 | 2M | +4,699 | +23.7% | 16Q | SEC ↗ |
| 41 | PRINCIPAL SECURITIES, INC. | 21,735 | 2M | +4,734 | +27.8% | 5Q | SEC ↗ |
| 42 | Geneos Wealth Management Inc. | 20,870 | 2M | -7,491 | -26.4% | 13Q | SEC ↗ |
| 43 | Independent Wealth Network Inc. | 19,759 | 2M | -305 | -1.5% | 2Q | SEC ↗ |
| 44 | Emerald Advisors, LLC | 19,072 | 1M | -137 | -0.7% | 18Q | SEC ↗ |
| 45 | Merited Wealth, LLC | 18,831 | 1M | +243 | +1.3% | 3Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 18,738 | 1M | -3,320 | -15.1% | 5Q | SEC ↗ |
| 47 | 3Chopt Investment Partners, LLC | 17,198 | 1M | +7 | +0.0% | 12Q | SEC ↗ |
| 48 | MLG Wealth Management DBA Pine Grove F | 16,405 | 1M | -811 | -4.7% | 3Q | SEC ↗ |
| 49 | Ascent Group, LLC | 16,077 | 1M | -183 | -1.1% | 19Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 15,219 | 1M | +11,101 | +269.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 639,845 | 50M |
| Americana Partners, LLC | 9,804 | 765K |
| CITADEL ADVISORS LLC | 9,107 | 711K |
| Vise Technologies, Inc. | 7,787 | 608K |
| Penobscot Investment Management Com | 2,587 | 202K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,681 | 131K |
| Institute for Wealth Management, LL | 77 | 6K |
| Global Retirement Partners, LLC | 70 | 5K |
| Capital Investment Counsel, Inc | 58 | 5K |
| NBH Bank | 19 | 1K |
| BFSG, LLC | 9 | 1K |
| Russell Investments Group, Ltd. | 4 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,759 | 2M |
| Bay Colony Advisory Group, Inc d/b/ | 9,485 | 740K |
| Bank of New York Mellon Corp | 8,693 | 678K |
| Ascentis Independent Advisors | 8,404 | 656K |
| TFB Advisors LLC | 8,385 | 654K |
| Plan Group Financial, LLC | 7,201 | 562K |
| CARY STREET PARTNERS INVESTMENT ADV | 4,290 | 335K |
| Kestra Advisory Services, LLC | 3,856 | 301K |
| Bright Futures Wealth Management, L | 3,855 | 301K |
| TWO SIGMA SECURITIES, LLC | 3,498 | 273K |
| WBH ADVISORY INC | 3,428 | 268K |
| HRT FINANCIAL LP | 3,146 | 246K |
| FIRST TRUST ADVISORS LP | 2,764 | 216K |
| Western Wealth Management, LLC | 1,280 | 100K |
| Arax Advisory Partners | 700 | 55K |
| CARY STREET PARTNERS FINANCIAL LLC | 619 | 48K |
| WealthShield Partners, LLC | 383 | 30K |
| HOEY INVESTMENTS, INC | 244 | 19K |
| SageView Advisory Group, LLC | 111 | 9K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 90 | 7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +689,868 | +1.2% | 56,351,934 |
| MORGAN STANLEY | +523,898 | +19.9% | 3,152,664 |
| NEUBERGER BERMAN GROUP LLC | +122,944 | +60.0% | 327,698 |
| Integrated Wealth Concepts LLC | +59,304 | +2.6% | 2,375,055 |
| HSBC HOLDINGS PLC | +49,106 | +44.9% | 158,475 |
| OSAIC HOLDINGS, INC. | +37,599 | +10.4% | 397,402 |
| Aptus Capital Advisors, LLC | +34,145 | +5.5% | 651,197 |
| ROTHSCHILD INVESTMENT LLC | +26,027 | +13.4% | 220,104 |
| BANK OF AMERICA CORP /DE | +22,993 | +3.5% | 674,220 |
| Pallas Capital Advisors LLC | +18,778 | +7.2% | 278,932 |
| Cetera Investment Advisers | +18,089 | +4.7% | 401,910 |
| MML INVESTORS SERVICES, LLC | +17,061 | +23.7% | 88,940 |
| ROYAL BANK OF CANADA | +14,618 | +29.9% | 63,512 |
| Advisory Services Network, LLC | +13,314 | +5.8% | 241,823 |
| Equitable Holdings, Inc. | +11,101 | +269.6% | 15,219 |
| Jacobi Capital Management LLC | +10,420 | +9.5% | 120,618 |
| COMMONWEALTH EQUITY SERVICES, LLC | +9,929 | +26.0% | 48,093 |
| Farther Finance Advisors, LLC | +9,549 | +196.6% | 14,406 |
| Graney & King, LLC | +9,232 | +6.2% | 157,564 |
| ENVESTNET ASSET MANAGEMENT INC | +9,090 | +8.6% | 114,993 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -309,710 | -39.3% | 478,595 |
| CWM, LLC | -154,437 | -98.4% | 2,524 |
| Gateway Wealth Partners, LLC | -101,201 | -44.8% | 124,747 |
| Clearstead Advisors, LLC | -91,356 | -49.0% | 95,010 |
| RAYMOND JAMES FINANCIAL INC | -49,182 | -31.1% | 109,044 |
| Strategic Financial Concepts, LLC | -14,718 | -83.7% | 2,859 |
| Geneos Wealth Management Inc. | -7,491 | -26.4% | 20,870 |
| Focus Partners Wealth | -7,109 | -4.5% | 151,498 |
| MN Wealth Advisors, LLC | -5,973 | -8.7% | 62,499 |
| ASSETMARK, INC | -5,629 | -1.3% | 432,921 |
| NewEdge Wealth, LLC | -4,398 | -7.9% | 51,074 |
| Cobblestone Asset Management LLC | -3,905 | -39.2% | 6,050 |
| Qube Research & Technologies Ltd | -3,833 | -72.0% | 1,487 |
| Sanctuary Advisors, LLC | -3,320 | -15.1% | 18,738 |
| Private Advisor Group, LLC | -2,699 | -6.2% | 40,808 |
| IFP Advisors, Inc | -1,834 | -37.0% | 3,119 |
| PARK AVENUE SECURITIES LLC | -1,341 | -31.5% | 2,917 |
| 5T Wealth, LLC | -1,289 | -2.1% | 59,060 |
| KELLY FINANCIAL GROUP LLC | -1,274 | -1.9% | 64,109 |
| AMERIPRISE FINANCIAL INC | -1,018 | -21.0% | 3,830 |