Who owns JPMorgan BetaBuilders U.S. Aggregate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BBAG from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 106 institutions disclosed 11.2M shares of JPMorgan BetaBuilders U.S. Aggregate Bond ETF worth $513.9M — about 48.9% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$513.9M
value, 2026 filers
48.9%
of shares outstanding (11.2M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BBAG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 4.9M | $224.6M | 0.0% | 21.3% | +1.2% |
| 2 | Clearwater Capital Advisors, LLC | 1.3M | $59.3M | 4.3% | 5.6% | +7.4% |
| 3 | LPL Financial LLC | 744,331 | $34.2M | 0.0% | 3.3% | -66.2% |
| 4 | Janney Montgomery Scott LLC | 615,885 | $28.3M | 0.1% | 2.7% | +7.8% |
| 5 | Tradition Wealth Management, LLC | 450,990 | $20.7M | 1.3% | 2% | +11.0% |
| 6 | MORGAN STANLEY | 332,333 | $15.3M | 0.0% | 1.5% | +33.3% |
| 7 | Wealth Alliance Advisory Group, LLC | 326,085 | $15.0M | 2.2% | 1.4% | +1.2% |
| 8 | Apella Capital, LLC | 322,153 | $14.7M | 0.2% | 1.4% | -6.6% |
| 9 | Heck Capital Advisors, LLC | 236,638 | $10.9M | 0.6% | 1% | +8.4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 229,355 | $10.5M | 0.0% | 1% | -74.5% |
| 11 | HighTower Advisors, LLC | 164,897 | $7.6M | 0.0% | 0.7% | -2.4% |
| 12 | Cetera Investment Advisers | 131,345 | $6.0M | 0.0% | 0.6% | -40.7% |
| 13 | CITADEL ADVISORS LLC | 110,943 | $5.1M | 0.0% | 0.5% | +201.6% |
| 14 | Kestra Advisory Services, LLC | 87,577 | $4.0M | 0.0% | 0.4% | +2.2% |
| 15 | BANK OF AMERICA CORP /DE/ | 78,493 | $3.6M | 0.0% | 0.3% | +6.1% |
| 16 | EAGLE HARBOR ASSET MANAGEMENT INC /ADVNEW | 67,768 | $3.1M | 2.4% | 0.3% | new |
| 17 | KELLY FINANCIAL GROUP LLC | 64,944 | $3.0M | 0.7% | 0.3% | -3.8% |
| 18 | OSAIC HOLDINGS, INC. | 55,916 | $2.6M | 0.0% | 0.2% | +0.7% |
| 19 | MLG Wealth Management DBA Pine Grove Financial GroupNEW | 54,633 | $2.5M | 0.2% | 0.2% | new |
| 20 | Ascent Group, LLC | 54,228 | $2.5M | 0.1% | 0.2% | -14.0% |
| 21 | CGN Advisors LLC | 53,662 | $2.5M | 0.2% | 0.2% | -11.2% |
| 22 | Legacy Private Trust Co. | 51,796 | $2.4M | 0.1% | 0.2% | +25.8% |
| 23 | Triad Wealth Partners, LLC | 49,531 | $2.2M | 0.1% | 0.2% | -13.9% |
| 24 | BAILARD, INC. | 47,985 | $2.2M | 0.0% | 0.2% | +0.7% |
| 25 | ACT Advisors, LLC. | 46,841 | $2.2M | 0.7% | 0.2% | +1.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.