BBUS Institutional Ownership
JPMorgan BetaBuilders U.S. Equity ETF
1W: -0.1%
1M: +0.7%
3M: +2.6%
YTD: +12.5%
1Y: +14.8%
3Y: +85.8%
5Y: +80.2%
$139.01
+1.12 (+0.81%)
Weekly Expected Move ±1.6%
$135
$137
$139
$141
$143
Overview
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Holdings
Changes
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Analysis
Peers
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Institutional Ownership — BBUS
250
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
31
New Positions
96
Increased
87
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (266 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 6,595,410 | $917M | +482,092 | +7.9% | 24Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,897,424 | $542M | +561,111 | +16.8% | 26Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,655,413 | $508M | +519,189 | +16.6% | 23Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC NEW | 3,594,171 | $500M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Norinchukin Bank, The | 2,459,000 | $342M | — | +0.0% | 3Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,277,383 | $317M | +233,799 | +11.4% | 21Q | SEC ↗ |
| 7 | Vestmark Advisory Solutions, Inc. | 1,796,203 | $250M | -172 | -0.0% | 21Q | SEC ↗ |
| 8 | National Mutual Insurance Federation o | 1,275,000 | $177M | — | +0.0% | 7Q | SEC ↗ |
| 9 | Cornerstone Wealth Management, LLC | 662,346 | $92M | -10,933 | -1.6% | 14Q | SEC ↗ |
| 10 | Wealth Group Ltd | 628,517 | $87M | +38,509 | +6.5% | 6Q | SEC ↗ |
| 11 | ASSETMARK, INC | 627,996 | $87M | +57,748 | +10.1% | 20Q | SEC ↗ |
| 12 | Integrated Wealth Concepts LLC | 614,521 | $85M | +53,404 | +9.5% | 20Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 592,222 | $82M | +30,660 | +5.5% | 7Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 575,763 | $80M | +56,340 | +10.8% | 16Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 575,463 | $80M | +45,280 | +8.5% | 15Q | SEC ↗ |
| 16 | KELLY FINANCIAL GROUP LLC | 525,852 | $73M | +28,061 | +5.6% | 7Q | SEC ↗ |
| 17 | Perigon Wealth Management, LLC | 475,747 | $66M | +25,886 | +5.8% | 10Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 461,335 | $64M | +174,398 | +60.8% | 26Q | SEC ↗ |
| 19 | UBS AM, a distinct business unit of UB | 425,161 | $59M | — | +0.0% | 2Q | SEC ↗ |
| 20 | Tradition Wealth Management, LLC | 414,000 | $58M | +17,359 | +4.4% | 9Q | SEC ↗ |
| 21 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 291,360 | $41M | -812 | -0.3% | 3Q | SEC ↗ |
| 22 | MN Wealth Advisors, LLC | 290,843 | $40M | +37,030 | +14.6% | 11Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 259,074 | $36M | +46,421 | +21.8% | 12Q | SEC ↗ |
| 24 | Robertson Stephens Wealth Management, | 251,982 | $35M | -3,668 | -1.4% | 8Q | SEC ↗ |
| 25 | PARK AVENUE SECURITIES LLC NEW | 233,818 | $33M | — | +0.0% | 1Q | SEC ↗ |
| 26 | DRIVE WEALTH MANAGEMENT, LLC | 202,739 | $28M | +34,243 | +20.3% | 8Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 182,314 | $25M | +36,886 | +25.4% | 16Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 178,000 | $25M | +10,672 | +6.4% | 18Q | SEC ↗ |
| 29 | CWM, LLC | 164,068 | $23M | +15,919 | +10.7% | 8Q | SEC ↗ |
| 30 | Gradient Investments LLC | 148,653 | $21M | +1,415 | +1.0% | 6Q | SEC ↗ |
| 31 | Allianz Asset Management GmbH NEW | 141,100 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 32 | 5T Wealth, LLC | 132,571 | $18M | +2,568 | +2.0% | 7Q | SEC ↗ |
| 33 | Hopwood Nicholas Hunter | 130,148 | $18M | +8,299 | +6.8% | 3Q | SEC ↗ |
| 34 | IFG Advisory, LLC NEW | 121,695 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Bravias Capital Group, LLC | 114,823 | $16M | +1,155 | +1.0% | 7Q | SEC ↗ |
| 36 | GREAT VALLEY ADVISOR GROUP, INC. | 114,080 | $16M | +1,226 | +1.1% | 6Q | SEC ↗ |
| 37 | MLG Wealth Management DBA Pine Grove F | 110,161 | $15M | +16,405 | +17.5% | 3Q | SEC ↗ |
| 38 | UNIQUE WEALTH, LLC | 105,559 | $15M | +40,086 | +61.2% | 2Q | SEC ↗ |
| 39 | CreativeOne Wealth, LLC | 104,930 | $15M | -2,175 | -2.0% | 13Q | SEC ↗ |
| 40 | Aptus Capital Advisors, LLC | 104,759 | $15M | +17,269 | +19.7% | 10Q | SEC ↗ |
| 41 | FLORIDA FINANCIAL ADVISORS, LLC | 104,335 | $15M | +1,896 | +1.9% | 11Q | SEC ↗ |
| 42 | Ascent Group, LLC | 97,518 | $14M | +1,571 | +1.6% | 19Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 89,038 | $12M | +7,770 | +9.6% | 12Q | SEC ↗ |
| 44 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 77,742 | $11M | -1,057 | -1.3% | 12Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 74,410 | $10M | -26,897 | -26.5% | 14Q | SEC ↗ |
| 46 | Equitable Holdings, Inc. | 70,693 | $10M | +28,216 | +66.4% | 8Q | SEC ↗ |
| 47 | Rosenberg Matthew Hamilton | 69,850 | $10M | +3,815 | +5.8% | 16Q | SEC ↗ |
| 48 | MassMutual Private Wealth & Trust, FSB | 68,195 | $9M | -6,483 | -8.7% | 25Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 67,977 | $9M | +43,719 | +180.2% | 14Q | SEC ↗ |
| 50 | Elevation Wealth Management LLC | 63,807 | $9M | -1,094 | -1.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 3,594,171 | $500M |
| PARK AVENUE SECURITIES LLC | 233,818 | $33M |
| Allianz Asset Management GmbH | 141,100 | $20M |
| IFG Advisory, LLC | 121,695 | $17M |
| Vise Technologies, Inc. | 31,098 | $4M |
| Americana Partners, LLC | 20,406 | $3M |
| XTX Topco Ltd | 20,352 | $3M |
| SAGESPRING WEALTH PARTNERS, LLC | 19,538 | $3M |
| KINTRA WEALTH, LLC | 14,778 | $2M |
| Global Retirement Partners, LLC | 13,122 | $2M |
| Diversify Advisory Services, LLC | 12,184 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,952 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 9,700 | $1M |
| DAVENPORT & Co LLC | 9,232 | $1M |
| D. E. Shaw & Co., Inc. | 5,642 | $784K |
| PKS Advisory Services, LLC | 4,138 | $575K |
| SeaCrest Wealth Management, LLC | 3,250 | $452K |
| Betterment LLC | 2,635 | $366K |
| Quantinno Capital Management LP | 1,973 | $274K |
| DB&C Advisors, LLC | 1,764 | $245K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 161,077 | $22M |
| BANK OF NOVA SCOTIA | 59,750 | $8M |
| Ascentis Independent Advisors | 40,975 | $6M |
| Bay Colony Advisory Group, Inc d/b/ | 38,326 | $5M |
| JANE STREET GROUP, LLC | 33,478 | $5M |
| Tower Research Capital LLC (TRC) | 33,066 | $5M |
| GTS SECURITIES LLC | 22,764 | $3M |
| CITADEL ADVISORS LLC | 15,506 | $2M |
| Y-Intercept (Hong Kong) Ltd | 4,032 | $560K |
| Independent Advisor Alliance | 3,980 | $553K |
| StoneX Group Inc. | 3,695 | $514K |
| Patriot Financial Group Insurance A | 3,572 | $497K |
| Bright Futures Wealth Management, L | 3,520 | $489K |
| Ameritas Advisory Services, LLC | 2,366 | $329K |
| PRINCIPAL FINANCIAL GROUP INC | 2,235 | $311K |
| Williams Jones Wealth Management, L | 1,868 | $260K |
| Integrated Capital Management, LLC | 1,718 | $239K |
| Root Financial Partners, LLC | 1,418 | $197K |
| Fairway Wealth LLC | 711 | $99K |
| HAZLETT, BURT & WATSON, INC. | 488 | $68K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +561,111 | +16.8% | 3,897,424 |
| MORGAN STANLEY | +519,189 | +16.6% | 3,655,413 |
| JPMORGAN CHASE & CO | +482,092 | +7.9% | 6,595,410 |
| ENVESTNET ASSET MANAGEMENT INC | +233,799 | +11.4% | 2,277,383 |
| OSAIC HOLDINGS, INC. | +174,398 | +60.8% | 461,335 |
| ASSETMARK, INC | +57,748 | +10.1% | 627,996 |
| Cambridge Investment Research Advis | +56,340 | +10.8% | 575,763 |
| Integrated Wealth Concepts LLC | +53,404 | +9.5% | 614,521 |
| MML INVESTORS SERVICES, LLC | +46,421 | +21.8% | 259,074 |
| Cetera Investment Advisers | +45,280 | +8.5% | 575,463 |
| Farther Finance Advisors, LLC | +43,719 | +180.2% | 67,977 |
| UNIQUE WEALTH, LLC | +40,086 | +61.2% | 105,559 |
| Wealth Group Ltd | +38,509 | +6.5% | 628,517 |
| MN Wealth Advisors, LLC | +37,030 | +14.6% | 290,843 |
| AMERIPRISE FINANCIAL INC | +36,886 | +25.4% | 182,314 |
| DRIVE WEALTH MANAGEMENT, LLC | +34,243 | +20.3% | 202,739 |
| RAYMOND JAMES FINANCIAL INC | +30,660 | +5.5% | 592,222 |
| HRT FINANCIAL LP | +30,537 | +579.0% | 35,811 |
| Equitable Holdings, Inc. | +28,216 | +66.4% | 70,693 |
| KELLY FINANCIAL GROUP LLC | +28,061 | +5.6% | 525,852 |