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DaveManuel.com · Institutional Ownership · Who Owns It

J P MORGAN EXCHANGE TRADED FBETBULD MSCI (BBRE)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

54
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$461.8M4,232,9000.03%31q-3.6%-$17.3M
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$257.0M2,396,22829.78%20q-8.1%-$22.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$132.6M1,236,2400.02%newNEW
Alaska Permanent Capital Management, LLC$52.6M489,7003.43%31q-3.4%-$1.9M
Global Endowment Management, LP$45.8M427,2824.65%30q-2.1%-$994.9K
HighTower Advisors, LLC$41.1M383,3170.04%28q-2.1%-$901.6K
BANK OF AMERICA CORP /DE/$39.5M368,6770.00%27q-0.7%-$264.6K
Bleakley Financial Group, LLC$32.2M299,7340.41%3q+6.3%+$1.9M
Alaska Wealth Advisors, LLC$30.3M282,3323.28%31q-1.4%-$415.9K
Concurrent Investment Advisors, LLC$15.7M146,1930.13%2q+4.3%+$641.3K
MORGAN STANLEY$15.7M145,9170.00%30q+12.8%+$1.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.5M135,4840.01%22q+7.6%+$1.0M
AMERIPRISE FINANCIAL INC$2.9M26,9070.00%newNEW
LPL Financial LLC$2.9M26,8250.00%12q+52.5%+$991.0K
Corient Private Wealth LP$2.7M25,3870.00%7q-7.8%-$231.2K
GOLDMAN SACHS GROUP INC$2.6M23,8870.00%15q+47.6%+$826.2K
UBS Group AG$1.1M9,8830.00%5q+723.6%+$931.4K
Private Advisor Group, LLC$905.3K8,4400.00%13q+30.5%+$211.4K
RAYMOND JAMES FINANCIAL INC$875.0K8,1570.00%3q+160.0%+$538.5K
IFC & Insurance Marketing, Inc.$634.0K5,9100.56%3qHELD
D. E. Shaw & Co., Inc.$535.0K4,9870.00%newNEW
CITADEL ADVISORS LLC$470.6K4,3870.00%2q-75.3%-$1.4M
Peterson Wealth Advisors, LLC$449.0K4,1860.05%7q+1.6%+$7.0K
Gladstone Institutional Advisory LLC$340.6K3,1750.01%2q+31.9%+$82.4K
MERCER GLOBAL ADVISORS INC /ADV$260.7K2,4310.00%10qHELD
Farther Finance Advisors, LLC$228.5K2,1310.00%11qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$222.3K2,0720.00%4q-92.6%-$2.8M
MML INVESTORS SERVICES, LLC$221.1K2,0610.00%newNEW
Financial Engines Advisors L.L.C.$214.6K2,0010.00%newNEW
OSAIC HOLDINGS, INC.$166.6K1,5500.00%26q+22.0%+$30.1K
Tower Research Capital LLC (TRC)$117.9K1,0990.00%2q-43.6%-$91.2K
KERR FINANCIAL PLANNING Corp$99.2K9250.11%4qHELD
ROYAL BANK OF CANADA$87.0K8110.00%23q+105.8%+$44.7K
Aptus Capital Advisors, LLC$81.3K7580.00%8q+8.8%+$6.5K
Versant Capital Management, Inc$66.6K6210.01%13qHELD
Rockefeller Capital Management L.P.$66.5K6200.00%4q-10.4%-$7.7K
FIFTH THIRD BANCORP$65.6K6120.00%3q-36.7%-$38.1K
Colonial Trust Co / SC$31.2K2860.00%11q+1.1%
HARBOUR INVESTMENTS, INC.$20.3K1890.00%7qHELD
Qube Research & Technologies Ltd$17.5K1630.00%newNEW
FMR LLC$17.1K1600.00%7q+0.6%
Plante Moran Financial Advisors, LLC$16.9K1580.00%newNEW
NewEdge Advisors, LLC$16.1K1500.00%10qHELD
Founders Financial Alliance, LLC$15.7K1460.00%2qHELD
PRIVATE TRUST CO NA$15.0K1400.00%5qHELD
Steward Partners Investment Advisory, LLC$12.8K1190.00%22qHELD
Smartleaf Asset Management LLC$6.8K620.00%7qHELD
Investors Research Corp$5.4K500.00%19qHELD
AMERIFLEX GROUP, INC.$3.6K340.00%7qHELD
IAG Wealth Partners, LLC$3.4K320.00%6qHELD
BLAIR WILLIAM & CO/IL$3.2K300.00%2qHELD
Allspring Global Investments Holdings, LLC$2.8K260.00%2qHELD
SBI Securities Co., Ltd.$2.3K210.00%7q+5.0%
JONES FINANCIAL COMPANIES LLLP$76570.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$16.0M161,0414130.0%
Q2 202654$1.2B10,715,600817130.0%
Q1 202657$938.8M9,871,8951014170.0%
Q4 202556$895.9M9,676,586718160.0%
Q3 202558$1.3B13,489,014819180.0%
Q2 202556$839.4M9,113,1511116170.0%
Q1 202553$824.5M8,770,785619130.0%
Q4 202454$849.5M9,071,6831214150.0%
Q3 202444$1.2B11,958,454512150.0%
Q2 202442$1.1B12,709,480410130.0%
Q1 202441$1.6B17,837,76361780.0%
Q4 202343$1.3B14,816,6271115110.0%
Q3 202335$906.5M11,654,87671580.0%
Q2 202331$705.9M8,360,08354150.0%
Q1 202334$742.9M8,963,025514110.0%
Q4 202239$813.0M9,962,864814110.0%
Q3 202235$831.2M10,606,920113150.0%
Q2 202240$990.9M11,282,288718110.0%
Q1 202239$1.2B11,258,20568190.0%
Q4 202141$1.5B13,142,176715110.0%
Q3 202135$1.2B12,655,61659160.0%
Q2 202135$1.4B14,644,91181770.0%
Q1 202128$1.2B14,453,16771540.0%
Q4 202023$889.1M11,232,64251150.0%
Q3 202023$734.6M10,221,9967850.0%
Q2 202030$805.5M11,292,577141040.0%
Q1 202017$732.6M11,347,2613930.0%
Q4 201916$1.1B12,089,8985460.0%
Q3 201918$530.5M5,890,0606380.0%
Q2 201915$379.6M4,538,3093630.0%
Q1 201914$1.6B18,791,3018320.0%
Q4 20187$117.2M1,627,5131000.0%