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Security record

BBUS

JPMorgan BetaBuilders U.S. Equity ETF · Financial Services · Asset Management

138.13 +0.3% mkt cap $8.77B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
+1Δ holders
20.04MShares held
$2.69BReported value
+4New positions
−3Exits
Rising Conviction score 65/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.8% · share flow +12.7% · net new positions +2.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 +1 20.04M $2.69B +4 −3
Q1 2026 37 0 17.94M $2.08B +6 −6
Q4 2025 38 +1 14.77M $1.82B +1
Q3 2025 6 -3 10.85M $1.31B −3
Q2 2025 6 +3 154.39K $17.28M +3
Q1 2025 1 -1 4.30K $433,827 −1
Q4 2024 2 +1 138.70K $14.69M +1
Q3 2024 1 0 13.90K $1.44M
Q2 2024 1 8.40K $824,208
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
2 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
3 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
4 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
5 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
6 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
7 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
8 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
9 JPMorgan Chase 6.60M +7.9% $880.75M 0.1% ▲ Add 4 SEC ↗
10 LPL Financial LLC 3.90M +16.8% $525.06M 0.1% ▲ Add 3 SEC ↗
11 Morgan Stanley 3.66M +16.6% $492.46M 0.0% ▲ Add 4 SEC ↗
12 Morgan Stanley 3.66M +16.6% $492.46M 0.0% ▲ Add 4 SEC ↗
13 Morgan Stanley 3.66M +16.6% $492.46M 0.0% ▲ Add 4 SEC ↗
14 Envestnet Asset Management Inc 2.28M +11.4% $306.81M 0.1% ▲ Add 3 SEC ↗
15 Assetmark, Inc 628.00K +10.1% $84.60M 0.1% ▲ Add 3 SEC ↗
16 Raymond James Financial Inc 592.22K +5.5% $79.78M 0.0% ▲ Add 3 SEC ↗
17 Raymond James Financial Inc 592.22K +5.5% $79.78M 0.0% ▲ Add 3 SEC ↗
18 Cetera Investment Advisers 575.46K +8.5% $77.53M 0.1% ▲ Add 3 SEC ↗
19 Osaic Holdings, Inc. 461.33K +60.8% $62.16M 0.1% ▲ Add 3 SEC ↗
20 Osaic Holdings, Inc. 461.33K +60.8% $62.16M 0.1% ▲ Add 3 SEC ↗
21 UBS AM, a distinct business unit of… 425.16K 0.0% $57.28M 0.0% Held 2 SEC ↗
22 Mml Investors Services, Llc 259.07K +21.8% $34.90M 0.1% ▲ Add 3 SEC ↗
23 Ameriprise Financial Inc 182.31K +25.4% $24.56M 0.0% ▲ Add 3 SEC ↗
24 Ameriprise Financial Inc 182.31K +25.4% $24.56M 0.0% ▲ Add 3 SEC ↗
25 Commonwealth Equity Services, Llc 178.00K +6.4% $23.98M 0.0% ▲ Add 3 SEC ↗
26 Royal Bank Of Canada 89.04K +9.6% $12.00M 0.0% ▲ Add 3 SEC ↗
27 Royal Bank Of Canada 89.04K +9.6% $12.00M 0.0% ▲ Add 3 SEC ↗
28 Royal Bank Of Canada 89.04K +9.6% $12.00M 0.0% ▲ Add 3 SEC ↗
29 Hrt Financial Lp 35.81K +579.0% $4.82M 0.0% ▲ Add 2 SEC ↗
30 Creative Planning 34.93K -15.6% $4.71M 0.0% ▼ Trim 3 SEC ↗
31 Bank Of America Corp /De/ 22.79K +6.8% $3.07M 0.0% ▲ Add 3 SEC ↗
32 Bank Of America Corp /De/ 22.79K +6.8% $3.07M 0.0% ▲ Add 3 SEC ↗
33 Goldman Sachs Group 21.36K +978.5% $2.88M 0.0% ▲ Add 4 SEC ↗
34 UBS Group AG 13.22K +143.9% $1.78M 0.0% ▲ Add 2 SEC ↗
35 UBS Group AG 13.22K +143.9% $1.78M 0.0% ▲ Add 2 SEC ↗
36 UBS Group AG 13.22K +143.9% $1.78M 0.0% ▲ Add 2 SEC ↗
37 Fidelity (FMR) 11.53K +11.3% $1.55M 0.0% ▲ Add 5 SEC ↗
38 HighTower Advisors, LLC 11.44K -1.8% $1.54M 0.0% ▼ Trim 3 SEC ↗
39 Susquehanna International Group, Llp 9.95K New $1.34M 0.0% New 1 SEC ↗
40 Renaissance Technologies 9.70K New $1.31M 0.0% New 1 SEC ↗
41 Rockefeller Capital Management L.P. 7.55K +7.4% $1.02M 0.0% ▲ Add 3 SEC ↗
42 Bank of New York Mellon Corp 7.31K +74.1% $984,742 0.0% ▲ Add 3 SEC ↗
43 Bank of New York Mellon Corp 7.31K +74.1% $984,742 0.0% ▲ Add 3 SEC ↗
44 Bank of New York Mellon Corp 7.31K +74.1% $984,742 0.0% ▲ Add 3 SEC ↗
45 Stifel Financial Corp 6.38K +4.2% $860,188 0.0% ▲ Add 3 SEC ↗
46 D. E. Shaw & Co. 5.64K New $760,260 0.0% New 1 SEC ↗
47 Wells Fargo & Company/Mn 5.37K +185.1% $723,177 0.0% ▲ Add 3 SEC ↗
48 Wells Fargo & Company/Mn 5.37K +185.1% $723,177 0.0% ▲ Add 3 SEC ↗
49 Mariner, LLC 5.03K -3.3% $677,447 0.0% ▼ Trim 3 SEC ↗
50 Mariner, LLC 5.03K -3.3% $677,447 0.0% ▼ Trim 3 SEC ↗
51 Wealth Enhancement Advisory… 4.48K -14.5% $609,316 0.0% ▼ Trim 3 SEC ↗
52 Northwestern Mutual Wealth… 3.01K +0.8% $405,103 0.0% ▲ Add 3 SEC ↗
53 Quantinno Capital Management LP 1.97K New $265,881 0.0% New 1 SEC ↗
54 Fifth Third Bancorp 1.33K +2.5% $179,178 0.0% ▲ Add 2 SEC ↗
55 BlackRock (passive) 1.14K 0.0% $153,985 0.0% Held 2 SEC ↗
56 Qube Research & Technologies Ltd 690 +84.0% $92,957 0.0% ▲ Add 3 SEC ↗
57 Us Bancorp \De\ 525 +400.0% $70,728 0.0% ▲ Add 3 SEC ↗
58 Russell Investments Group, Ltd. 131 -21.6% $17,648 0.0% ▼ Trim 3 SEC ↗
59 Bank Of Montreal /Can/ 85 0.0% $11,451 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $1.34M 0.0%
Renaissance Technologies $1.31M 0.0%
D. E. Shaw & Co. $760,260 0.0%
Quantinno Capital Management… $265,881 0.0%

Exited

Jane Street Group, Llc $3.92M was 0.0%
Principal Financial Group Inc $261,897 was 0.0%
Blair William & Co/Il $38,669 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 220 holders, 25.34M shares, $2.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API