BBMC Institutional Ownership
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1W: -0.0%
1M: -2.7%
3M: -3.6%
YTD: +13.2%
1Y: +17.3%
3Y: +68.1%
5Y: +42.6%
$122.39
+1.08 (+0.89%)
Weekly Expected Move ±1.5%
$119
$121
$122
$124
$126
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BBMC
58
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
8
New Positions
11
Increased
29
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 15,123,832 | 1.9B | -1,086,614 | -6.7% | 24Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 147,191 | $18M | -6,887 | -4.5% | 11Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 62,701 | $8M | +50,061 | +396.1% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 62,017 | $8M | +13,569 | +28.0% | 19Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 26,363 | $3M | +21,977 | +501.1% | 22Q | SEC ↗ |
| 6 | Equitable Holdings, Inc. | 22,807 | $3M | +1,943 | +9.3% | 2Q | SEC ↗ |
| 7 | FLOW TRADERS U.S. LLC | 20,757 | $3M | +936 | +4.7% | 7Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 19,405 | $2M | +6,705 | +52.8% | 8Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 18,620 | $2M | +10,079 | +118.0% | 2Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 13,780 | $2M | -80 | -0.6% | 14Q | SEC ↗ |
| 11 | ACT Advisors, LLC. | 12,870 | $2M | -362 | -2.7% | 12Q | SEC ↗ |
| 12 | MORGAN STANLEY | 12,093 | $1M | -4,377 | -26.6% | 22Q | SEC ↗ |
| 13 | IAG Wealth Partners, LLC | 8,144 | $997K | -224 | -2.7% | 14Q | SEC ↗ |
| 14 | MLG Wealth Management DBA Pine Grove F | 7,291 | $892K | -234 | -3.1% | 3Q | SEC ↗ |
| 15 | Gradient Investments LLC | 7,162 | $877K | -1,413 | -16.5% | 5Q | SEC ↗ |
| 16 | MGO ONE SEVEN LLC | 5,963 | $730K | -16 | -0.3% | 5Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,261 | $644K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Triad Wealth Partners, LLC | 5,158 | $631K | -132 | -2.5% | 3Q | SEC ↗ |
| 19 | Elevation Wealth Management LLC | 4,883 | $598K | -156 | -3.1% | 3Q | SEC ↗ |
| 20 | Archer Investment Corp | 4,578 | $560K | +62 | +1.4% | 2Q | SEC ↗ |
| 21 | MN Wealth Advisors, LLC | 3,629 | $444K | -9 | -0.2% | 11Q | SEC ↗ |
| 22 | Merited Wealth, LLC | 3,319 | $406K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 3,312 | $405K | -771 | -18.9% | 2Q | SEC ↗ |
| 24 | Ascent Group, LLC | 3,236 | $396K | -133 | -3.9% | 12Q | SEC ↗ |
| 25 | SUTTON PLACE INVESTORS LLC | 3,220 | $394K | -94 | -2.8% | 10Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 3,205 | $392K | -19 | -0.6% | 10Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 3,186 | $390K | -2,963 | -48.2% | 10Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC NEW | 2,779 | $340K | — | +0.0% | 1Q | SEC ↗ |
| 29 | GREAT VALLEY ADVISOR GROUP, INC. | 2,496 | $305K | +3 | +0.1% | 4Q | SEC ↗ |
| 30 | Thrive Wealth Management, LLC | 2,281 | $279K | — | +0.0% | 5Q | SEC ↗ |
| 31 | Cetera Investment Advisers NEW | 1,635 | $200K | — | +0.0% | 1Q | SEC ↗ |
| 32 | EP Wealth Advisors, LLC NEW | 865 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 33 | CWM, LLC | 726 | $89K | +455 | +167.9% | 6Q | SEC ↗ |
| 34 | Geneos Wealth Management Inc. | 613 | $75K | -1,483 | -70.8% | 10Q | SEC ↗ |
| 35 | US BANCORP \DE | 146 | $18K | — | +0.0% | 2Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 140 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 37 | ASSETMARK, INC | 140 | $17K | — | +0.0% | 22Q | SEC ↗ |
| 38 | GGM Financial LLC | 118 | $14K | +1 | +0.9% | 4Q | SEC ↗ |
| 39 | LGT Financial Advisors LLC | 118 | $14K | +10 | +9.3% | 13Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 70 | $9K | — | +0.0% | 14Q | SEC ↗ |
| 41 | Founders Financial Alliance, LLC | 66 | $8K | -20 | -23.3% | 4Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC | 52 | $6K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Aptus Capital Advisors, LLC | 47 | $6K | — | +0.0% | 10Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 39 | $5K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Rossby Financial, LCC | 29 | $4K | — | +0.0% | 6Q | SEC ↗ |
| 46 | IFP Advisors, Inc | 23 | $3K | -1 | -4.2% | 11Q | SEC ↗ |
| 47 | FMR LLC NEW | 19 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 17 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 49 | ANGELES WEALTH MANAGEMENT, LLC | 14 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Spire Wealth Management | 13 | $2K | -1 | -7.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,261 | $644K |
| RAYMOND JAMES FINANCIAL INC | 2,779 | $340K |
| Cetera Investment Advisers | 1,635 | $200K |
| EP Wealth Advisors, LLC | 865 | $106K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 140 | $17K |
| FMR LLC | 19 | $2K |
| Global Retirement Partners, LLC | 17 | $2K |
| Integrated Wealth Concepts LLC | 4 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 20,744 | $3M |
| TBH Global Asset Management, LLC | 15,284 | $2M |
| Sanctuary Advisors, LLC | 8,649 | $1M |
| Bank of New York Mellon Corp | 7,330 | $897K |
| Cornerstone Planning Group LLC | 1,083 | $133K |
| Kestra Advisory Services, LLC | 995 | $122K |
| AE Wealth Management LLC | 263 | $32K |
| Fairway Wealth LLC | 143 | $18K |
| UBS Group AG | 130 | $16K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 111 | $14K |
| IFC & Insurance Marketing, Inc. | 77 | $9K |
| Ascentis Independent Advisors | 63 | $8K |
| Advisory Services Network, LLC | 38 | $5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | $2K |
| WealthShield Partners, LLC | 14 | $2K |
| Sound Income Strategies, LLC | 6 | $1K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +50,061 | +396.1% | 62,701 |
| OSAIC HOLDINGS, INC. | +21,977 | +501.1% | 26,363 |
| LPL Financial LLC | +13,569 | +28.0% | 62,017 |
| GOLDMAN SACHS GROUP INC | +10,079 | +118.0% | 18,620 |
| CITADEL ADVISORS LLC | +6,705 | +52.8% | 19,405 |
| Equitable Holdings, Inc. | +1,943 | +9.3% | 22,807 |
| FLOW TRADERS U.S. LLC | +936 | +4.7% | 20,757 |
| CWM, LLC | +455 | +167.9% | 726 |
| Archer Investment Corp | +62 | +1.4% | 4,578 |
| LGT Financial Advisors LLC | +10 | +9.3% | 118 |
| GREAT VALLEY ADVISOR GROUP, INC. | +3 | +0.1% | 2,496 |
| GGM Financial LLC | +1 | +0.9% | 118 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,086,614 | -6.7% | 15,123,832 |
| Janney Montgomery Scott LLC | -6,887 | -4.5% | 147,191 |
| MORGAN STANLEY | -4,377 | -26.6% | 12,093 |
| ROYAL BANK OF CANADA | -2,963 | -48.2% | 3,186 |
| Geneos Wealth Management Inc. | -1,483 | -70.8% | 613 |
| Gradient Investments LLC | -1,413 | -16.5% | 7,162 |
| Private Advisor Group, LLC | -771 | -18.9% | 3,312 |
| ACT Advisors, LLC. | -362 | -2.7% | 12,870 |
| MLG Wealth Management DBA Pine Grov | -234 | -3.1% | 7,291 |
| IAG Wealth Partners, LLC | -224 | -2.7% | 8,144 |
| Elevation Wealth Management LLC | -156 | -3.1% | 4,883 |
| Ascent Group, LLC | -133 | -3.9% | 3,236 |
| Triad Wealth Partners, LLC | -132 | -2.5% | 5,158 |
| SUTTON PLACE INVESTORS LLC | -94 | -2.8% | 3,220 |
| WELLS FARGO & COMPANY/MN | -80 | -0.6% | 13,780 |
| Founders Financial Alliance, LLC | -20 | -23.3% | 66 |
| Steward Partners Investment Advisor | -19 | -0.6% | 3,205 |
| MGO ONE SEVEN LLC | -16 | -0.3% | 5,963 |
| MN Wealth Advisors, LLC | -9 | -0.2% | 3,629 |
| IFP Advisors, Inc | -1 | -4.2% | 23 |