Who owns JPMorgan BetaBuilders MSCI US REIT ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BBRE from SEC Form 13F filings across 54 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, 54 institutions disclosed 10.7M shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $1.16B — about 92.9% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
54
13F holders
$1.16B
value, 2026 filers
92.9%
of shares outstanding (10.7M sh)
9
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 BBRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 4.2M | $461.8M | 0.0% | 36.7% | -3.6% |
| 2 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 2.4M | $257.0M | 29.8% | 20.8% | -8.1% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW | 1.2M | $132.6M | 0.0% | 10.7% | new |
| 4 | Alaska Permanent Capital Management, LLC | 489,700 | $52.6M | 3.4% | 4.2% | -3.4% |
| 5 | Global Endowment Management, LP | 427,282 | $45.8M | 4.6% | 3.7% | -2.1% |
| 6 | HighTower Advisors, LLC | 383,317 | $41.1M | 0.0% | 3.3% | -2.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 368,677 | $39.5M | 0.0% | 3.2% | -0.7% |
| 8 | Bleakley Financial Group, LLC | 299,734 | $32.2M | 0.4% | 2.6% | +6.3% |
| 9 | Alaska Wealth Advisors, LLC | 282,332 | $30.3M | 3.3% | 2.4% | -1.4% |
| 10 | Concurrent Investment Advisors, LLC | 146,193 | $15.7M | 0.1% | 1.3% | +4.3% |
| 11 | MORGAN STANLEY | 145,917 | $15.7M | 0.0% | 1.3% | +12.8% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,484 | $14.5M | 0.0% | 1.2% | +7.6% |
| 13 | AMERIPRISE FINANCIAL INCNEW | 26,907 | $2.9M | 0.0% | 0.2% | new |
| 14 | LPL Financial LLC | 26,825 | $2.9M | 0.0% | 0.2% | +52.5% |
| 15 | Corient Private Wealth LP | 25,387 | $2.7M | 0.0% | 0.2% | -7.8% |
| 16 | GOLDMAN SACHS GROUP INC | 23,887 | $2.6M | 0.0% | 0.2% | +47.6% |
| 17 | UBS Group AG | 9,883 | $1.1M | 0.0% | 0.1% | +723.6% |
| 18 | Private Advisor Group, LLC | 8,440 | $905,336 | 0.0% | 0.1% | +30.5% |
| 19 | RAYMOND JAMES FINANCIAL INC | 8,157 | $875,001 | 0.0% | 0.1% | +160.0% |
| 20 | IFC & Insurance Marketing, Inc. | 5,910 | $633,966 | 0.6% | 0.1% | +0.4% |
| 21 | D. E. Shaw & Co., Inc.NEW | 4,987 | $534,955 | 0.0% | 0% | new |
| 22 | CITADEL ADVISORS LLC | 4,387 | $470,593 | 0.0% | 0% | -75.3% |
| 23 | Peterson Wealth Advisors, LLC | 4,186 | $449,016 | 0.1% | 0% | +1.6% |
| 24 | Gladstone Institutional Advisory LLC | 3,175 | $340,582 | 0.0% | 0% | +31.9% |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 2,431 | $260,748 | 0.0% | 0% | 0.0% |
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.