证券记录 · 已归档季度
BBUS
JPMorgan BetaBuilders U.S. Equity ETF · Financial Services · Asset Management
38被追踪持有人
+1Δ持有人
14.77M持有股份
$1.82B报告持仓市值
+1新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +2.7% ·
股份流向 -19.2% ·
净新建仓位 +2.6%
· 公式
持有人分散化:持有人数增多,合计持仓比例缩小。
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
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 | 0 | 6.48K | $905,890 | n/a | −1 |
| Q2 2026 | 37 | +2 | 20.17M | $2.71B | +5 | −4 |
| Q1 2026 | 37 | 0 | 17.94M | $2.08B | +6 | −6 |
| Q4 2025 | 38 | +1 | 14.77M | $1.82B | +1 | n/a |
| Q3 2025 | 6 | -3 | 10.85M | $1.31B | n/a | −3 |
| Q2 2025 | 6 | +3 | 154.39K | $17.28M | +3 | n/a |
| Q1 2025 | 1 | -1 | 4.30K | $433,827 | n/a | −1 |
| Q4 2024 | 2 | +1 | 138.70K | $14.69M | +1 | n/a |
| Q3 2024 | 1 | 0 | 13.90K | $1.44M | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.40K | $824,208 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.39M | -48.3% | $540.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | LPL Financial LLC | 3.10M | n/a | $382.55M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.86M | +25.5% | $352.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 1.83M | n/a | $225.74M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 555.38K | n/a | $68.48M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 502.78K | n/a | $62.00M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 253.47K | n/a | $31.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 222.36K | n/a | $27.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 214.28K | n/a | $26.42M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 148.15K | n/a | $18.27M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 137.06K | n/a | $16.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 121.49K | n/a | $14.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 77.73K | n/a | $9.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 69.61K | n/a | $8.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Bank Of Nova Scotia | 59.75K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 57.44K | n/a | $7.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 53.43K | +3.6% | $6.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 22.96K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Citadel Advisors ✦ | 15.51K | 新增 | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 10.59K | +119.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 10.10K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 10.04K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 8.20K | -52.0% | $1.01M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | Principal Financial Group Inc | 8.11K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (被动) | 6.41K | +10.7% | $789,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 5.72K | n/a | $705,826 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.41K | n/a | $676,784 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 3.26K | n/a | $402,072 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 3.08K | n/a | $379,425 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 2.22K | n/a | $274,297 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 1.86K | n/a | $229,973 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.86K | n/a | $229,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Blair William & Co/Il | 1.14K | n/a | $140,573 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.08K | n/a | $132,805 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 823 | n/a | $101,484 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 412 | n/a | $50,804 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 85 | n/a | $10,481 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 40 | n/a | $4,932 | 0.0% | n/c | 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 | $1.91M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 220 持有人, 25.34M 股份, $2.88B 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: Q4 2025 ·
方法论 ·
通过API获取此数据