BBRE · JPMorgan BetaBuilders MSCI US REIT ETF ETF
$105.62
-0.54 (-0.51%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,193,856
Total Shares: 29,774
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 2 13F filersTop Holder
85.3%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
7,487
Highly concentrated
Quarterly Activity
vs Sep 30, 2020
New
1
Increased
0
Decreased
1
Sold Out
18
Unchanged
0
Holder count:
-17
Institutional value:
—
Shares held:
-99.7%
Top Buyers
vs Sep 30, 2020No qualifying movers this quarter.
Top Sellers
vs Sep 30, 2020| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −675 | 4,387 |
Top New Positions
vs Sep 30, 2020| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 25,387 | $2,723,263 |
Top Sold-Out Positions
vs Sep 30, 2020| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega Bank of New York Mellon Corp | 1,847 | $0 | |
| Mega BANK OF AMERICA CORP /DE/ | 36,646 | $0 | |
| Large ASSETMARK, INC | 44,028 | $0 | |
| Mid CreativeOne Wealth, LLC | 6,492 | $0 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC BBRE | $2,723,263 | 85.27% | 25,387 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC BBRE | $470,593 | 14.73% | 4,387 | Shares | 2026-09-02 |