BBUS · JPMORGAN BETABUILDERS U.S. EQUITY ETF ETF
$138.98
-0.51 (-0.37%)
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: 3
Total Value: $34,394,958
Total Shares: 255,307
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
55.3%
+31.3 pts
Top 5
100.0%
+33.0 pts
Top 10
100.0%
+17.3 pts
HHI
4,919
Highly concentrated+3,782
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
0
Sold Out
138
Unchanged
0
Holder count:
-137
Institutional value:
-98.8%
Shares held:
-99.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +16,405 | 110,161 | |
| Small Brown Financial Advisors | +228 | 4,046 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega Allianz Asset Management GmbH | 141,100 | $19,008,992 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 6,113,318 | $716,358,600 | |
| Mega LPL Financial LLC | 3,336,313 | $390,949,157 | |
| Mega MORGAN STANLEY | 3,136,224 | $367,502,728 | |
| Mid Norinchukin Bank, The | 2,459,000 | $288,145,620 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 2,043,584 | $239,467,173 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega Allianz Asset Management GmbH BBUS | $19,008,992 | 55.27% | 141,100 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group BBUS | $14,840,889 | 43.15% | 110,161 | Shares | 2026-09-02 | |
| Small Brown Financial Advisors BBUS | $545,077 | 1.58% | 4,046 | Shares | 2026-08-26 |