BBRE · JPMorgan BetaBuilders MSCI US REIT ETF ETF
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.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −13,369 | 4,387 | |
| Large Corient Private Wealth LLC | −2,155 | 25,387 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 4,391,336 | $420,206,940 | |
| Small UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 2,606,805 | $249,445,170 | |
| Small Alaska Permanent Capital Management, LLC | 506,997 | $48,514,542 | |
| Small Global Endowment Management, LP | 436,557 | $41,774,139 | |
| Large HighTower Advisors, LLC | 391,722 | $37,483,878 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC BBRE | $2,723,263 | 85.27% | 25,387 | — |
-2,155
-7.8%
|
Shares | 2026-08-27 | |||||||||||||||||||||
| Mega CITADEL ADVISORS LLC BBRE | $470,593 | 14.73% | 4,387 | — |
-13,369
-75.3%
|
Shares | 2026-09-02 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JPMORGAN CHASE & CO BBRE | $420,206,940 | 13156.73% | 4,391,336 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO Endowment BBRE | $249,445,170 | 7810.16% | 2,606,805 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Small Alaska Permanent Capital Management, LLC BBRE | $48,514,542 | 1519.00% | 506,997 | — | Sold Out | Shares | 2026-04-24 | |||||||||||||||||||||
| Small Global Endowment Management, LP Endowment BBRE | $41,774,139 | 1307.95% | 436,557 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large HighTower Advisors, LLC BBRE | $37,483,878 | 1173.62% | 391,722 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank BBRE | $35,514,768 | 1111.97% | 371,144 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Alaska Wealth Advisors, LLC BBRE | $27,387,339 | 857.50% | 286,209 | — | Sold Out | Shares | 2026-04-24 | |||||||||||||||||||||
| Mid Bleakley Financial Group, LLC BBRE | $26,992,905 | 845.15% | 282,087 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Mid Concurrent Investment Advisors, LLC BBRE | $13,417,173 | 420.09% | 140,215 | — | Sold Out | Shares | 2026-04-21 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega MORGAN STANLEY BBRE | $12,378,744 | 387.58% | 129,363 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO BBRE | $12,045,457 | 377.14% | 125,880 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Mega TWO SIGMA INVESTMENTS, LP BBRE | $4,344,326 | 136.02% | 45,400 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP BBRE | $2,668,315 | 83.55% | 27,885 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC BBRE | $1,682,900 | 52.69% | 17,587 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC BBRE | $1,548,742 | 48.49% | 16,185 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Private Advisor Group, LLC BBRE | $619,018 | 19.38% | 6,469 | — | Sold Out | Shares | 2026-04-27 | |||||||||||||||||||||
| Micro IFC & Insurance Marketing, Inc. Insurance BBRE | $563,039 | 17.63% | 5,884 | — | Sold Out | Shares | 2026-04-17 | |||||||||||||||||||||
| Small FLOW TRADERS U.S. LLC BBRE | $454,431 | 14.23% | 4,749 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro Peterson Wealth Advisors, LLC BBRE | $394,338 | 12.35% | 4,121 | — | Sold Out | Shares | 2026-04-09 | |||||||||||||||||||||
| Mid Mutual Advisors, LLC BBRE | $307,643 | 9.63% | 3,215 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC BBRE | $300,178 | 9.40% | 3,137 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro BAKER BOYER NATIONAL BANK Bank BBRE | $289,557 | 9.07% | 3,026 | — | Sold Out | Shares | 2026-04-28 | |||||||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV BBRE | $232,622 | 7.28% | 2,431 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Gladstone Institutional Advisory LLC BBRE | $230,325 | 7.21% | 2,407 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Small SkyView Investment Advisors, LLC BBRE | $226,785 | 7.10% | 2,370 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Farther Finance Advisors, LLC BBRE | $203,819 | 6.38% | 2,130 | — | Sold Out | Shares | 2026-04-07 | |||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) BBRE | $186,499 | 5.84% | 1,949 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. BBRE | $121,526 | 3.80% | 1,270 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG BBRE | $114,828 | 3.60% | 1,200 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large FIFTH THIRD BANCORP Bank BBRE | $92,532 | 2.90% | 967 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro KERR FINANCIAL PLANNING Corp BBRE | $88,513 | 2.77% | 925 | — | Sold Out | Shares | 2026-04-29 | |||||||||||||||||||||
| Mid Aptus Capital Advisors, LLC BBRE | $66,695 | 2.09% | 697 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Large Rockefeller Capital Management L.P. BBRE | $66,217 | 2.07% | 692 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Versant Capital Management, Inc BBRE | $59,423 | 1.86% | 621 | — | Sold Out | Shares | 2026-04-07 | |||||||||||||||||||||
| Mega CITIGROUP INC BBRE | $58,562 | 1.83% | 612 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ROYAL BANK OF CANADA Bank BBRE | $37,701 | 1.18% | 394 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Colonial Trust Co / SC Bank BBRE | $27,080 | 0.85% | 283 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. BBRE | $18,085 | 0.57% | 189 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Advisory Services Network, LLC BBRE | $16,650 | 0.52% | 174 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega FMR LLC BBRE | $15,214 | 0.48% | 159 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Founders Financial Alliance, LLC BBRE | $13,970 | 0.44% | 146 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Small PRIVATE TRUST CO NA Bank BBRE | $13,396 | 0.42% | 140 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Mid Sound Income Strategies, LLC BBRE | $12,918 | 0.40% | 135 | — | Sold Out | Shares | 2026-04-27 | |||||||||||||||||||||
| Small Root Financial Partners, LLC BBRE | $12,344 | 0.39% | 129 | — | Sold Out | Shares | 2026-04-24 | |||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC BBRE | $11,387 | 0.36% | 119 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
| Mid Smartleaf Asset Management LLC BBRE | $5,932 | 0.19% | 62 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small Investors Research Corp BBRE | $4,784 | 0.15% | 50 | — | Sold Out | Shares | 2026-04-03 | |||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN BBRE | $4,210 | 0.13% | 44 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MAI Capital Management BBRE | $3,540 | 0.11% | 37 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small AMERIFLEX GROUP, INC. BBRE | $3,253 | 0.10% | 34 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro IAG Wealth Partners, LLC BBRE | $3,062 | 0.10% | 32 | — | Sold Out | Shares | 2026-04-29 | |||||||||||||||||||||
| Large BLAIR WILLIAM & CO/IL BBRE | $2,870 | 0.09% | 30 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
| Large Allspring Global Investments Holdings, LLC BBRE | $2,487 | 0.08% | 26 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid SBI Securities Co., Ltd. Broker-Dealer BBRE | $1,913 | 0.06% | 20 | — | Sold Out | Shares | 2026-04-28 | |||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||