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Who owns BBREWhat BBRE owns — n/a

Who owns JPMorgan BetaBuilders MSCI US REIT ETF?

Institutional ownership of BBRE from SEC Form 13F filings across 47 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.

47

13F holders

$1.16B

value, 2026 filers

93.1%

of shares outstanding (10.7M sh)

10

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JPMORGAN CHASE & CO4.2M$461.8M0.0%36.7%-3.6%
2UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO2.4M$257.0M29.8%20.8%-8.1%
3Sixth Street Partners Management Company, L.P.NEW1.2M$132.6M22.9%10.7%new
4CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1.2M$132.6M0.0%10.7%new
5HighTower Advisors, LLC383,317$41.1M0.0%3.3%-2.1%
6BANK OF AMERICA CORP /DE/368,677$39.5M0.0%3.2%-0.7%
7Bleakley Financial Group, LLC299,734$32.2M0.4%2.6%+6.3%
8Concurrent Investment Advisors, LLC146,193$15.7M0.1%1.3%+4.3%
9MORGAN STANLEY145,917$15.7M0.0%1.3%+12.8%
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO135,484$14.5M0.0%1.2%+7.6%
11AMERIPRISE FINANCIAL INCNEW26,907$2.9M0.0%0.2%new
12LPL Financial LLC26,825$2.9M0.0%0.2%+52.5%
13Corient Private Wealth LP25,387$2.7M0.0%0.2%-7.8%
14GOLDMAN SACHS GROUP INC23,887$2.6M0.0%0.2%+47.6%
15UBS Group AG9,883$1.1M0.0%0.1%+723.6%
16RAYMOND JAMES FINANCIAL INC8,157$875,0010.0%0.1%+160.0%
17IFC & Insurance Marketing, Inc.5,910$633,9660.6%0.1%+0.4%
18D. E. Shaw & Co., Inc.NEW4,987$534,9550.0%0%new
19CITADEL ADVISORS LLC4,387$470,5930.0%0%-75.3%
20Gladstone Institutional Advisory LLC3,175$340,5820.0%0%+31.9%
21MERCER GLOBAL ADVISORS INC /ADV2,431$260,7480.0%0%0.0%
22SUSQUEHANNA INTERNATIONAL GROUP, LLP2,072$222,2630.0%0%-92.6%
23MML INVESTORS SERVICES, LLCNEW2,061$221,0680.0%0%new
24OSAIC HOLDINGS, INC.1,550$166,6200.0%0%+22.0%
25Tower Research Capital LLC (TRC)1,099$117,8900.0%0%-43.6%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.