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Security record

BBUS

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

140.26 -0.2% mkt cap $8.90B quote delayed (FMP) · as of Oct 13 16:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
+2Δ holders
20.17MShares held
$2.71BReported value
+5New positions
−4Exits
Strongly Rising Conviction score 67/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.7% · share flow +13.5% · 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 +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 —
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 ↗ ×9
2 LPL Financial LLC 3.90M +16.8% $525.06M 0.1% ▲ Add 3 SEC ↗
3 Morgan Stanley ✦ 3.66M +16.6% $492.46M 0.0% ▲ Add 4 SEC ↗ ×3
4 Envestnet Asset Management Inc 2.28M +11.4% $306.81M 0.1% ▲ Add 3 SEC ↗
5 Assetmark, Inc 628.00K +10.1% $84.60M 0.1% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 592.22K +5.5% $79.78M 0.0% ▲ Add 3 SEC ↗ ×2
7 Cetera Investment Advisers 575.46K +8.5% $77.53M 0.1% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 461.33K +60.8% $62.16M 0.1% ▲ Add 3 SEC ↗ ×2
9 UBS AM, a distinct business unit of… 425.16K 0.0% $57.28M 0.0% Held 2 SEC ↗
10 Mml Investors Services, Llc 259.07K +21.8% $34.90M 0.1% ▲ Add 3 SEC ↗
11 Ameriprise Financial Inc 182.31K +25.4% $24.56M 0.0% ▲ Add 3 SEC ↗ ×2
12 Commonwealth Equity Services, Llc 178.00K +6.4% $23.98M 0.0% ▲ Add 3 SEC ↗
13 Allianz Asset Management GmbH 141.10K New $19.01M 0.0% New 1 SEC ↗
14 Royal Bank Of Canada 89.04K +9.6% $12.00M 0.0% ▲ Add 3 SEC ↗ ×3
15 Hrt Financial Lp 35.81K +579.0% $4.82M 0.0% ▲ Add 2 SEC ↗
16 Creative Planning 34.93K -15.6% $4.71M 0.0% ▼ Trim 3 SEC ↗
17 Bank Of America Corp /De/ 22.79K +6.8% $3.07M 0.0% ▲ Add 3 SEC ↗ ×2
18 Goldman Sachs Group ✦ 21.36K +978.5% $2.88M 0.0% ▲ Add 4 SEC ↗
19 UBS Group AG 13.22K +143.9% $1.78M 0.0% ▲ Add 2 SEC ↗ ×3
20 Fidelity (FMR) ✦ 11.53K +11.3% $1.55M 0.0% ▲ Add 5 SEC ↗
21 Susquehanna International Group, Llp 9.95K New $1.34M 0.0% New 1 SEC ↗
22 Renaissance Technologies ✦ 9.70K New $1.31M 0.0% New 1 SEC ↗
23 Rockefeller Capital Management L.P. 7.55K +7.4% $1.02M 0.0% ▲ Add 3 SEC ↗
24 Bank of New York Mellon Corp 7.31K +74.1% $984,742 0.0% ▲ Add 3 SEC ↗ ×3
25 Stifel Financial Corp 6.38K +4.2% $860,188 0.0% ▲ Add 3 SEC ↗
26 D. E. Shaw & Co. ✦ 5.64K New $760,260 0.0% New 1 SEC ↗
27 Wells Fargo & Company/Mn 5.37K +185.1% $723,177 0.0% ▲ Add 3 SEC ↗ ×2
28 Mariner, LLC 5.03K -3.3% $677,447 0.0% ▼ Trim 3 SEC ↗ ×2
29 Wealth Enhancement Advisory… 4.48K -14.5% $609,316 0.0% ▼ Trim 3 SEC ↗
30 Northwestern Mutual Wealth… 3.01K +0.8% $405,103 0.0% ▲ Add 3 SEC ↗
31 Quantinno Capital Management LP 1.97K New $265,881 0.0% New 1 SEC ↗
32 Fifth Third Bancorp 1.33K +2.5% $179,178 0.0% ▲ Add 2 SEC ↗
33 BlackRock ✦ (passive) 1.14K 0.0% $153,985 0.0% Held 2 SEC ↗
34 Qube Research & Technologies Ltd 690 +84.0% $92,957 0.0% ▲ Add 3 SEC ↗
35 Us Bancorp \De\ 525 +400.0% $70,728 0.0% ▲ Add 3 SEC ↗
36 Russell Investments Group, Ltd. 131 -21.6% $17,648 0.0% ▼ Trim 3 SEC ↗
37 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

Exited

Jane Street Group, Llc $3.92M was 0.0%
HighTower Advisors, LLC $1.36M 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