BBSC Institutional Ownership
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
1W: +0.1%
1M: -3.5%
3M: -5.3%
YTD: +15.0%
1Y: +15.9%
3Y: +67.6%
5Y: +38.1%
$86.35
+0.91 (+1.07%)
Weekly Expected Move ±1.7%
$83
$85
$86
$88
$89
Overview
Chart
Holdings
Changes
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Analysis
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Institutional Ownership — BBSC
32
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
544M
Total Invested
3
New Positions
10
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 5,715,682 | $494M | -997,994 | -14.9% | 22Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 118,259 | $10M | -9,335 | -7.3% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 75,865 | $7M | -361 | -0.5% | 13Q | SEC ↗ |
| 4 | IAG Wealth Partners, LLC | 68,553 | $6M | +1,097 | +1.6% | 14Q | SEC ↗ |
| 5 | Financial Engines Advisors L.L.C. | 21,534 | $2M | +203 | +1.0% | 6Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 15,561 | $1M | +629 | +4.2% | 14Q | SEC ↗ |
| 7 | FLOW TRADERS U.S. LLC | 13,250 | $1M | -24,916 | -65.3% | 6Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC NEW | 9,731 | $840K | — | +0.0% | 1Q | SEC ↗ |
| 9 | MORGAN STANLEY | 9,004 | $777K | +9,003 | +900300.0% | 3Q | SEC ↗ |
| 10 | Perigon Wealth Management, LLC | 6,183 | $534K | +97 | +1.6% | 8Q | SEC ↗ |
| 11 | MLG Wealth Management DBA Pine Grove F | 6,073 | $524K | -288 | -4.5% | 3Q | SEC ↗ |
| 12 | Triad Wealth Partners, LLC | 4,329 | $374K | -119 | -2.7% | 3Q | SEC ↗ |
| 13 | MGO ONE SEVEN LLC | 4,067 | $351K | -20 | -0.5% | 5Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,278 | $283K | -18,888 | -85.2% | 4Q | SEC ↗ |
| 15 | Legacy Edge Advisors, LLC | 2,979 | $257K | +247 | +9.0% | 2Q | SEC ↗ |
| 16 | Elevation Wealth Management LLC | 2,864 | $247K | -137 | -4.6% | 3Q | SEC ↗ |
| 17 | SUTTON PLACE INVESTORS LLC | 2,552 | $220K | -113 | -4.2% | 2Q | SEC ↗ |
| 18 | Ascent Group, LLC NEW | 2,501 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,216 | $105K | +763 | +168.4% | 12Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 892 | $77K | -4 | -0.4% | 5Q | SEC ↗ |
| 21 | Key Financial Inc | 692 | $60K | — | +0.0% | 10Q | SEC ↗ |
| 22 | Geneos Wealth Management Inc. | 545 | $47K | -1,101 | -66.9% | 13Q | SEC ↗ |
| 23 | UBS Group AG | 407 | $35K | +44 | +12.1% | 2Q | SEC ↗ |
| 24 | CWM, LLC | 259 | $22K | — | +0.0% | 6Q | SEC ↗ |
| 25 | FMR LLC | 134 | $12K | +130 | +3250.0% | 2Q | SEC ↗ |
| 26 | LGT Financial Advisors LLC | 93 | $8K | +5 | +5.7% | 9Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 91 | $8K | -1 | -1.1% | 11Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 40 | $3K | — | +0.0% | 12Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 20 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Spire Wealth Management | 10 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Fairway Wealth LLC | 0 | $0K | -95 | -100.0% | 1Q | SEC ↗ |
| 32 | Ascentis Independent Advisors | 0 | $0K | -51 | -100.0% | 1Q | SEC ↗ |
| 33 | AE Wealth Management LLC | 0 | $0K | -172 | -100.0% | 1Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 0 | $0K | -78 | -100.0% | 3Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 0 | $0K | -11,100 | -100.0% | 6Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 0 | $0K | -12,365 | -100.0% | 2Q | SEC ↗ |
| 37 | IFC & Insurance Marketing, Inc. | 0 | $0K | -64 | -100.0% | 1Q | SEC ↗ |
| 38 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0K | -152 | -100.0% | 6Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 0 | $0K | -862 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 9,731 | $840K |
| Ascent Group, LLC | 2,501 | $216K |
| Global Retirement Partners, LLC | 20 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 12,365 | $1M |
| GOLDMAN SACHS GROUP INC | 11,100 | $958K |
| BANK OF AMERICA CORP /DE | 862 | $74K |
| AE Wealth Management LLC | 172 | $15K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 152 | $13K |
| Fairway Wealth LLC | 95 | $8K |
| WELLS FARGO & COMPANY/MN | 78 | $7K |
| IFC & Insurance Marketing, Inc. | 64 | $6K |
| Ascentis Independent Advisors | 51 | $4K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +9,003 | +900300.0% | 9,004 |
| IAG Wealth Partners, LLC | +1,097 | +1.6% | 68,553 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +763 | +168.4% | 1,216 |
| OSAIC HOLDINGS, INC. | +629 | +4.2% | 15,561 |
| Legacy Edge Advisors, LLC | +247 | +9.0% | 2,979 |
| Financial Engines Advisors L.L.C. | +203 | +1.0% | 21,534 |
| FMR LLC | +130 | +3250.0% | 134 |
| Perigon Wealth Management, LLC | +97 | +1.6% | 6,183 |
| UBS Group AG | +44 | +12.1% | 407 |
| LGT Financial Advisors LLC | +5 | +5.7% | 93 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -997,994 | -14.9% | 5,715,682 |
| FLOW TRADERS U.S. LLC | -24,916 | -65.3% | 13,250 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,888 | -85.2% | 3,278 |
| Janney Montgomery Scott LLC | -9,335 | -7.3% | 118,259 |
| Geneos Wealth Management Inc. | -1,101 | -66.9% | 545 |
| LPL Financial LLC | -361 | -0.5% | 75,865 |
| MLG Wealth Management DBA Pine Grov | -288 | -4.5% | 6,073 |
| Elevation Wealth Management LLC | -137 | -4.6% | 2,864 |
| Triad Wealth Partners, LLC | -119 | -2.7% | 4,329 |
| SUTTON PLACE INVESTORS LLC | -113 | -4.2% | 2,552 |
| MGO ONE SEVEN LLC | -20 | -0.5% | 4,067 |
| Steward Partners Investment Advisor | -4 | -0.4% | 892 |
| IFP Advisors, Inc | -1 | -1.1% | 91 |