DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (BBUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
230
Reporting holders
$5.2B
Reported value
0.0%
Calls
0.0%
Puts
+8
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $880.8M | 6,595,410 | 0.05% | 24q | +7.9%+$64.4M |
| LPL Financial LLC | $525.1M | 3,897,424 | 0.12% | 26q | +16.8%+$75.6M |
| MORGAN STANLEY | $492.5M | 3,655,413 | 0.03% | 23q | +16.6%+$69.9M |
| Janney Montgomery Scott LLC | $484.2M | 3,594,171 | 0.94% | new | NEW |
| Norinchukin Bank, The | $331.3M | 2,459,000 | 3.22% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $306.8M | 2,277,383 | 0.07% | 21q | +11.4%+$31.5M |
| Vestmark Advisory Solutions, Inc. | $242.0M | 1,796,203 | 2.27% | 21q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $171.8M | 1,275,000 | 1.12% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $155.1M | 1,151,526 | 0.18% | 16q | +121.7%+$85.2M |
| Cornerstone Wealth Management, LLC | $89.2M | 662,346 | 3.83% | 17q | -1.6%-$1.5M |
| Wealth Group Ltd | $84.7M | 628,517 | 16.20% | 6q | +6.5%+$5.2M |
| ASSETMARK, INC | $84.6M | 627,996 | 0.15% | 20q | +10.1%+$7.8M |
| Integrated Wealth Concepts LLC | $82.8M | 614,521 | 0.54% | 20q | +9.5%+$7.2M |
| RAYMOND JAMES FINANCIAL INC | $79.8M | 592,222 | 0.02% | 7q | +5.5%+$4.1M |
| Cetera Investment Advisers | $77.5M | 575,463 | 0.07% | 15q | +8.5%+$6.1M |
| KELLY FINANCIAL GROUP LLC | $70.8M | 525,852 | 15.74% | 7q | +5.6%+$3.8M |
| Perigon Wealth Management, LLC | $64.1M | 475,747 | 1.01% | 10q | +5.8%+$3.5M |
| OSAIC HOLDINGS, INC. | $62.2M | 461,335 | 0.07% | 26q | +60.8%+$23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $57.3M | 425,161 | 0.01% | 2q | HELD |
| Tradition Wealth Management, LLC | $55.8M | 414,000 | 3.41% | 9q | +4.4%+$2.3M |
| MN Wealth Advisors, LLC | $39.2M | 290,843 | 16.68% | 11q | +14.6%+$5.0M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $39.2M | 291,360 | 0.24% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $34.9M | 259,074 | 0.07% | 12q | +21.8%+$6.3M |
| Robertson Stephens Wealth Management, LLC | $33.9M | 251,982 | 0.84% | 8q | -1.4%-$494.2K |
| PARK AVENUE SECURITIES LLC | $31.5M | 233,818 | 0.20% | new | NEW |
| DRIVE WEALTH MANAGEMENT, LLC | $27.3M | 202,739 | 4.87% | 8q | +20.3%+$4.6M |
| AMERIPRISE FINANCIAL INC | $24.6M | 182,314 | 0.00% | 16q | +25.4%+$5.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.0M | 178,000 | 0.03% | 18q | +6.4%+$1.4M |
| Gradient Investments LLC | $20.0M | 148,653 | 0.28% | 6q | +1.0%+$190.6K |
| Allianz Asset Management GmbH | $19.0M | 141,100 | 0.02% | new | NEW |
| 5T Wealth, LLC | $17.9M | 132,571 | 6.65% | 7q | +2.0%+$346.0K |
| Hopwood Nicholas Hunter | $17.5M | 130,148 | 4.81% | 3q | +6.8%+$1.1M |
| IFG Advisory, LLC | $16.4M | 121,695 | 0.57% | new | NEW |
| Bravias Capital Group, LLC | $15.5M | 114,823 | 9.18% | 7q | +1.0%+$155.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $15.4M | 114,080 | 0.24% | 6q | +1.1%+$165.2K |
| MLG Wealth Management DBA Pine Grove Financial Group | $14.5M | 110,161 | 1.47% | 3q | +17.5%+$2.2M |
| UNIQUE WEALTH, LLC | $14.2M | 105,559 | 1.66% | 2q | +61.2%+$5.4M |
| CreativeOne Wealth, LLC | $14.1M | 104,930 | 0.31% | 13q | -2.0%-$293.0K |
| Aptus Capital Advisors, LLC | $14.1M | 104,759 | 0.10% | 10q | +19.7%+$2.3M |
| FLORIDA FINANCIAL ADVISORS, LLC | $14.1M | 104,335 | 2.38% | 11q | +1.9%+$255.4K |
| Ascent Group, LLC | $13.1M | 97,518 | 0.39% | 19q | +1.6%+$211.6K |
| ROYAL BANK OF CANADA | $12.0M | 89,038 | 0.00% | 12q | +9.6%+$1.0M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $10.5M | 77,742 | 1.63% | 12q | -1.3%-$142.4K |
| Private Advisor Group, LLC | $10.0M | 74,410 | 0.05% | 14q | -26.5%-$3.6M |
| Equitable Holdings, Inc. | $9.5M | 70,693 | 0.06% | 8q | +66.4%+$3.8M |
| Rosenberg Matthew Hamilton | $9.4M | 69,850 | 1.75% | 16q | +5.8%+$514.0K |
| MassMutual Private Wealth & Trust, FSB | $9.2M | 68,195 | 0.24% | 25q | -8.7%-$873.4K |
| Farther Finance Advisors, LLC | $9.2M | 67,977 | 0.07% | 14q | +180.2%+$5.9M |
| Elevation Wealth Management LLC | $8.6M | 63,807 | 6.42% | 3q | -1.7%-$147.4K |
| Alpha Advisors, LLC/VA | $8.0M | 59,586 | 6.03% | 5q | -25.9%-$2.8M |
| Golden State Wealth Management, LLC | $7.9M | 58,425 | 0.72% | 7q | -31.5%-$3.6M |
| Wayfinding Financial, LLC | $7.1M | 52,784 | 2.69% | 14q | -2.4%-$175.0K |
| LAKE STREET PRIVATE WEALTH, LLC | $6.9M | 50,929 | 0.78% | 18q | -5.4%-$393.5K |
| 3Chopt Investment Partners, LLC | $6.3M | 47,005 | 1.19% | 11q | -4.6%-$308.1K |
| IFP Advisors, Inc | $6.2M | 46,034 | 0.11% | 11q | +18.1%+$952.6K |
| MGO ONE SEVEN LLC | $5.5M | 40,969 | 0.09% | 5q | HELD |
| Legacy Edge Advisors, LLC | $5.3M | 39,600 | 0.49% | 5q | +6.4%+$322.8K |
| Triad Wealth Partners, LLC | $5.2M | 38,218 | 0.31% | 6q | HELD |
| NewEdge Advisors, LLC | $4.9M | 36,151 | 0.01% | 8q | -31.6%-$2.2M |
| HRT FINANCIAL LP | $4.8M | 35,811 | 0.01% | 2q | +579.0%+$4.1M |
| Creative Planning | $4.7M | 34,928 | 0.00% | 7q | -15.6%-$870.3K |
| Fingerlakes Wealth Management, Inc. | $4.5M | 33,379 | 2.42% | 14q | +10.7%+$433.0K |
| Vise Technologies, Inc. | $4.2M | 31,098 | 0.05% | new | NEW |
| Composition Wealth, LLC | $4.1M | 30,254 | 0.05% | 4q | -1.0%-$40.7K |
| Archer Investment Management, LLC | $4.0M | 29,765 | 1.37% | 2q | +13.1%+$463.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $4.0M | 29,756 | 0.76% | 4q | +50.9%+$1.4M |
| AdvisorNet Financial, Inc | $3.9M | 29,319 | 0.18% | 7q | +16.9%+$570.4K |
| Thrivent Financial for Lutherans | $3.6M | 27,088 | 0.01% | 3q | +1.9%+$67.2K |
| Clear Creek Financial Management, LLC | $3.6M | 26,533 | 0.23% | 6q | -4.3%-$159.0K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.4M | 25,412 | 0.69% | 7q | +22.9%+$638.6K |
| FIRETHORN WEALTH PARTNERS, LLC | $3.3M | 24,832 | 1.08% | 11q | -6.1%-$218.0K |
| Jacobi Capital Management LLC | $3.3M | 24,145 | 0.16% | 12q | +6.6%+$201.0K |
| Merited Wealth, LLC | $3.1M | 22,936 | 2.18% | 3q | -1.1%-$34.6K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 22,786 | 0.00% | 25q | +6.7%+$194.0K |
| GOLDMAN SACHS GROUP INC | $2.9M | 21,355 | 0.00% | 7q | +978.5%+$2.6M |
| Gateway Wealth Partners, LLC | $2.9M | 21,203 | 0.17% | 13q | -52.4%-$3.1M |
| GeoWealth Management, LLC | $2.8M | 20,984 | 0.09% | 13q | +2.1%+$57.1K |
| Americana Partners, LLC | $2.7M | 20,406 | 0.06% | new | NEW |
| XTX Topco Ltd | $2.7M | 20,352 | 0.04% | new | NEW |
| SUTTON PLACE INVESTORS LLC | $2.7M | 20,001 | 1.30% | 16q | +0.6%+$15.5K |
| Emergent Wealth Advisors, LLC | $2.7M | 19,698 | 1.38% | 10q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $2.6M | 19,538 | 0.04% | new | NEW |
| IAG Wealth Partners, LLC | $2.6M | 19,224 | 0.26% | 13q | -3.6%-$96.3K |
| Envestnet Portfolio Solutions, Inc. | $2.5M | 18,871 | 0.01% | 12q | +110.6%+$1.3M |
| VestGen Advisors, LLC | $2.5M | 18,676 | 0.07% | 6q | +4.4%+$105.4K |
| Mattson Financial Services, LLC | $2.2M | 15,936 | 0.45% | 6q | HELD |
| TWIN PEAKS WEALTH ADVISORS, LLC | $2.1M | 15,616 | 0.48% | 11q | -1.0%-$20.3K |
| KINTRA WEALTH, LLC | $2.1M | 14,778 | 0.11% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $2.0M | 14,619 | 0.05% | 19q | +3.7%+$69.8K |
| Ignite Planners, LLC | $2.0M | 14,495 | 0.27% | 13q | -7.1%-$149.5K |
| Arkadios Wealth Advisors | $1.9M | 14,423 | 0.03% | 4q | -3.8%-$77.6K |
| Aegis Wealth Management, Inc. | $1.9M | 13,927 | 1.21% | 3q | +23.2%+$353.9K |
| UBS Group AG | $1.8M | 13,222 | 0.00% | 2q | +143.9%+$1.1M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 13,163 | 0.08% | 6q | HELD |
| Global Retirement Partners, LLC | $1.8M | 13,122 | 0.03% | 16q | +14.0%+$216.9K |
| Keystone Wealth Services, LLC | $1.7M | 12,703 | 0.32% | 2q | -18.3%-$384.1K |
| Archford Capital Strategies, LLC | $1.7M | 12,304 | 0.17% | 12q | -2.7%-$46.3K |
| IHT Wealth Management, LLC | $1.7M | 12,298 | 0.04% | 4q | -4.6%-$79.1K |
| Advisory Services Network, LLC | $1.6M | 12,129 | 0.02% | 11q | HELD |
| Diversify Advisory Services, LLC | $1.6M | 12,184 | 0.03% | new | NEW |
Showing the largest 100 of 230 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 84 | $790.4M | 5,737,714 | 10 | 29 | 27 | 0.0% |
| Q2 2026 | 230 | $5.2B | 38,501,336 | 28 | 90 | 63 | 0.0% |
| Q1 2026 | 222 | $3.7B | 31,663,070 | 29 | 102 | 44 | 0.0% |
| Q4 2025 | 218 | $3.9B | 31,466,718 | 32 | 88 | 47 | 0.0% |
| Q3 2025 | 186 | $3.6B | 30,012,406 | 26 | 77 | 49 | 0.0% |
| Q2 2025 | 174 | $2.8B | 25,411,920 | 23 | 66 | 52 | 0.0% |
| Q1 2025 | 166 | $2.5B | 24,447,702 | 26 | 71 | 31 | 0.0% |
| Q4 2024 | 154 | $1.9B | 18,238,229 | 20 | 66 | 23 | 0.0% |
| Q3 2024 | 134 | $2.3B | 22,187,151 | 23 | 73 | 16 | 0.0% |
| Q2 2024 | 122 | $1.7B | 17,388,408 | 24 | 56 | 25 | 0.0% |
| Q1 2024 | 114 | $2.6B | 27,919,273 | 23 | 60 | 21 | 0.0% |
| Q4 2023 | 99 | $2.3B | 26,259,108 | 16 | 54 | 12 | 0.0% |
| Q3 2023 | 85 | $1.1B | 14,762,015 | 20 | 39 | 11 | 0.0% |
| Q2 2023 | 71 | $1.0B | 12,853,906 | 13 | 28 | 19 | 0.0% |
| Q1 2023 | 66 | $831.5M | 11,307,582 | 14 | 24 | 14 | 0.0% |
| Q4 2022 | 61 | $726.9M | 10,606,057 | 13 | 15 | 26 | 0.0% |
| Q3 2022 | 52 | $824.2M | 12,809,594 | 10 | 14 | 20 | 0.0% |
| Q2 2022 | 49 | $797.5M | 11,763,701 | 8 | 23 | 10 | 0.0% |
| Q1 2022 | 46 | $768.2M | 9,428,265 | 15 | 18 | 6 | 0.0% |
| Q4 2021 | 34 | $808.2M | 9,352,990 | 7 | 13 | 4 | 0.0% |
| Q3 2021 | 26 | $655.0M | 8,303,734 | 7 | 11 | 2 | 0.0% |
| Q2 2021 | 18 | $1.0B | 13,265,800 | 5 | 6 | 3 | 0.0% |
| Q1 2021 | 16 | $425.8M | 5,847,796 | 3 | 5 | 1 | 0.0% |
| Q4 2020 | 16 | $323.2M | 4,697,428 | 6 | 4 | 6 | 0.0% |
| Q3 2020 | 15 | $152.3M | 2,503,816 | 4 | 3 | 6 | 0.0% |
| Q2 2020 | 12 | $26.2M | 467,547 | 4 | 6 | 0 | 0.0% |
| Q1 2020 | 10 | $8.5M | 183,498 | 4 | 1 | 3 | 0.0% |
| Q4 2019 | 7 | $9.4M | 161,558 | 2 | 1 | 0 | 0.0% |
| Q3 2019 | 5 | $7.4M | 137,435 | 2 | 0 | 0 | 0.0% |
| Q2 2019 | 8 | $25.1M | 467,950 | 5 | 1 | 2 | 0.0% |
| Q1 2019 | 4 | $26.1M | 511,862 | 4 | 0 | 0 | 0.0% |