BBRE Institutional Ownership
JPMorgan BetaBuilders MSCI US REIT ETF
1W: -1.4%
1M: -5.9%
3M: -8.1%
YTD: +7.4%
1Y: +4.0%
3Y: +38.0%
5Y: +14.1%
$99.46
+0.38 (+0.38%)
Weekly Expected Move ±1.2%
$97
$98
$99
$101
$102
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BBRE
67
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
10
New Positions
19
Increased
24
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,236,240 | 123M |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 1,236,240 | 123M |
| AMERIPRISE FINANCIAL INC | 26,907 | 3M |
| D. E. Shaw & Co., Inc. | 4,987 | 496K |
| MML INVESTORS SERVICES, LLC | 2,061 | 205K |
| Financial Engines Advisors L.L.C. | 2,001 | 199K |
| Qube Research & Technologies Ltd | 163 | 16K |
| Plante Moran Financial Advisors, LL | 158 | 16K |
| Integrated Wealth Concepts LLC | 144 | 14K |
| JONES FINANCIAL COMPANIES LLLP | 7 | 1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 45,400 | 5M |
| JANE STREET GROUP, LLC | 34,588 | 3M |
| Orion Porfolio Solutions, LLC | 10,349 | 1M |
| FLOW TRADERS U.S. LLC | 4,749 | 472K |
| Compound Planning, Inc. | 4,294 | 427K |
| Sigma Planning Corp | 3,562 | 354K |
| Mutual Advisors, LLC | 3,215 | 320K |
| BAKER BOYER NATIONAL BANK | 3,026 | 301K |
| Integrated Advisors Network LLC | 2,376 | 236K |
| SkyView Investment Advisors, LLC | 2,370 | 236K |
| CITIGROUP INC | 612 | 61K |
| ANGELES WEALTH MANAGEMENT, LLC | 440 | 44K |
| Advisory Services Network, LLC | 174 | 17K |
| Sound Income Strategies, LLC | 135 | 13K |
| Root Financial Partners, LLC | 129 | 13K |
| WELLS FARGO & COMPANY/MN | 44 | 4K |
| MAI Capital Management | 37 | 4K |
| IFP Advisors, Inc | 9 | 1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bleakley Financial Group, LLC | +17,647 | +6.3% | 299,734 |
| MORGAN STANLEY | +16,554 | +12.8% | 145,917 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +9,604 | +7.6% | 135,484 |
| LPL Financial LLC | +9,238 | +52.5% | 26,825 |
| UBS Group AG | +8,683 | +723.6% | 9,883 |
| GOLDMAN SACHS GROUP INC | +7,702 | +47.6% | 23,887 |
| Concurrent Investment Advisors, LLC | +5,978 | +4.3% | 146,193 |
| RAYMOND JAMES FINANCIAL INC | +5,020 | +160.0% | 8,157 |
| Private Advisor Group, LLC | +1,971 | +30.5% | 8,440 |
| Gladstone Institutional Advisory LL | +768 | +31.9% | 3,175 |
| ROYAL BANK OF CANADA | +417 | +105.8% | 811 |
| OSAIC HOLDINGS, INC. | +280 | +22.0% | 1,550 |
| Peterson Wealth Advisors, LLC | +65 | +1.6% | 4,186 |
| Aptus Capital Advisors, LLC | +61 | +8.8% | 758 |
| IFC & Insurance Marketing, Inc. | +26 | +0.4% | 5,910 |
| Colonial Trust Co / SC | +3 | +1.1% | 286 |
| Farther Finance Advisors, LLC | +1 | +0.0% | 2,131 |
| SBI Securities Co., Ltd. | +1 | +5.0% | 21 |
| FMR LLC | +1 | +0.6% | 160 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVEST | -210,577 | -8.1% | 2,396,228 |
| JPMORGAN CHASE & CO | -158,436 | -3.6% | 4,232,900 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -25,813 | -92.6% | 2,072 |
| Alaska Permanent Capital Management | -17,297 | -3.4% | 489,700 |
| CITADEL ADVISORS LLC | -13,369 | -75.3% | 4,387 |
| Global Endowment Management, LP | -9,275 | -2.1% | 427,282 |
| HighTower Advisors, LLC | -8,405 | -2.1% | 383,317 |
| Alaska Wealth Advisors, LLC | -3,877 | -1.4% | 282,332 |
| BANK OF AMERICA CORP /DE | -2,467 | -0.7% | 368,677 |
| Corient Private Wealth LP | -2,155 | -7.8% | 25,387 |
| Tower Research Capital LLC (TRC) | -850 | -43.6% | 1,099 |
| FIFTH THIRD BANCORP | -355 | -36.7% | 612 |
| Rockefeller Capital Management L.P. | -72 | -10.4% | 620 |