证券记录 · 已归档季度
BBRE
JPMorgan BetaBuilders MSCI US REIT ETF · Financial Services · Asset Management
23被追踪持有人
+3Δ持有人
5.57M持有股份
$527.37M报告持仓市值
+5新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +15.0% ·
股份流向 +0.3% ·
净新建仓位 +13.0%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18 | $1,794 | +1 | n/a |
| Q2 2026 | 27 | +4 | 6.65M | $720.61M | +7 | −3 |
| Q1 2026 | 23 | +3 | 5.57M | $527.37M | +5 | −2 |
| Q4 2025 | 20 | 0 | 5.56M | $514.65M | +1 | −1 |
| Q3 2025 | 5 | 0 | 8.43M | $805.07M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.65K | $612,526 | n/a | n/a |
| Q1 2025 | 1 | 0 | 19.70K | $1.85M | n/a | n/a |
| Q4 2024 | 1 | 0 | 11.01K | $1.03M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.91K | $999,614 | n/a | n/a |
| Q2 2024 | 1 | n/a | 2.82K | $247,107 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.39M | +4.4% | $414.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | HighTower Advisors, LLC | 391.72K | -29.0% | $37.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 371.14K | -1.6% | $35.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 129.36K | +3.2% | $12.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 125.88K | +6.9% | $12.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 45.40K | +152.2% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 27.89K | +91.0% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Corient Private Wealth LP | 27.54K | -51.6% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 17.76K | 新增 | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 17.59K | +5.1% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 16.18K | -30.5% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 3.14K | +34.5% | $300,180 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 2.43K | -63.5% | $232,597 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.27K | +8.3% | $121,804 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.20K | -52.0% | $114,828 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Fifth Third Bancorp | 967 | +383.5% | $92,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 692 | +848.0% | $66,260 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citigroup Inc | 612 | 新增 | $58,562 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 394 | 0.0% | $38,000 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 159 | -13.6% | $15,224 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 44 | 新增 | $4,210 | 0.0% | New | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 30 | 新增 | $2,871 | 0.0% | New | 1 | SEC ↗ |
| 23 | Allspring Global Investments… | 26 | 新增 | $2,525 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.70M | 0.0% |
| Citigroup Inc | $58,562 | 0.0% |
| Wells Fargo & Company/Mn | $4,210 | 0.0% |
| Blair William & Co/Il | $2,871 | 0.0% |
| Allspring Global Investments… | $2,525 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.20M | 曾为 0.0% |
| Financial Engines Advisors… | $241,475 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 55 持有人, 5.48M 股份, $523.76M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据