Who owns JPMorgan BetaBuilders U.S. Small Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BBSC from SEC Form 13F filings across 29 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, 29 institutions disclosed 6.1M shares of JPMorgan BetaBuilders U.S. Small Cap Equity ETF worth $555.3M — about 73% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$555.3M
value, 2026 filers
73%
of shares outstanding (6.1M sh)
4
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 BBSC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 5.7M | $521.3M | 0.0% | 68.5% | -14.9% |
| 2 | Janney Montgomery Scott LLC | 118,259 | $10.9M | 0.0% | 1.4% | -7.3% |
| 3 | LPL Financial LLC | 75,865 | $7.0M | 0.0% | 0.9% | -0.5% |
| 4 | IAG Wealth Partners, LLC | 68,553 | $6.3M | 0.6% | 0.8% | +1.6% |
| 5 | Financial Engines Advisors L.L.C. | 21,534 | $2.0M | 0.0% | 0.3% | +1.0% |
| 6 | OSAIC HOLDINGS, INC. | 15,561 | $1.4M | 0.0% | 0.2% | +4.2% |
| 7 | FLOW TRADERS U.S. LLC | 13,250 | $1.2M | 0.0% | 0.2% | -65.3% |
| 8 | CITADEL ADVISORS LLCNEW | 9,731 | $893,792 | 0.0% | 0.1% | new |
| 9 | MORGAN STANLEY | 9,004 | $827,049 | 0.0% | 0.1% | +900300.0% |
| 10 | Perigon Wealth Management, LLC | 6,183 | $567,930 | 0.0% | 0.1% | +1.6% |
| 11 | MLG Wealth Management DBA Pine Grove Financial GroupNEW | 6,073 | $528,413 | 0.1% | 0.1% | new |
| 12 | Triad Wealth Partners, LLC | 4,329 | $393,346 | 0.0% | 0.1% | -2.7% |
| 13 | MGO ONE SEVEN LLC | 4,067 | $373,555 | 0.0% | 0% | -0.5% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,278 | $301,084 | 0.0% | 0% | -85.2% |
| 15 | Legacy Edge Advisors, LLC | 2,979 | $273,621 | 0.0% | 0% | +9.0% |
| 16 | Elevation Wealth Management LLC | 2,864 | $263,062 | 0.2% | 0% | -4.6% |
| 17 | SUTTON PLACE INVESTORS LLC | 2,552 | $234,401 | 0.1% | 0% | -4.2% |
| 18 | Ascent Group, LLCNEW | 2,501 | $229,717 | 0.0% | 0% | new |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,216 | $111,690 | 0.0% | 0% | +168.4% |
| 20 | Steward Partners Investment Advisory, LLC | 892 | $81,930 | 0.0% | 0% | -0.4% |
| 21 | Key Financial Inc | 692 | $63,560 | 0.0% | 0% | 0.0% |
| 22 | Geneos Wealth Management Inc. | 545 | $50,058 | 0.0% | 0% | -66.9% |
| 23 | UBS Group AG | 407 | $37,383 | 0.0% | 0% | +12.1% |
| 24 | FMR LLC | 134 | $12,313 | 0.0% | 0% | +3250.0% |
| 25 | LGT Financial Advisors LLC | 93 | $8,518 | 0.0% | 0% | +5.7% |
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. Research, not investment advice.