BBMC

JPM Betabuilders US Mid CapETF
UnclassifiedUSCUSIP 46641Q340◍ Confluence graph
Tracked 13F Holders
47
-18 QoQ
13F Value (tracked)
$1.7B
13F Moves · latest Q
8 added
7 trimmed
Recent Filings
0

Who owns BBMC?

47 tracked 13F filers

47 tracked 13F filers disclose a position in BBMC as of the latest SEC 13F filings, a combined $1.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1JPMORGAN CHASE & CO
$1.7B
16.2M
+3.5%
Added · +550K sh
Q1 2026
2LPL Financial LLC
$5.3M
48K
+67%
Added · +20K sh
Q1 2026
3Equitable Holdings, Inc.
$2.9M
23K
+9.3%
Added · +2K sh
Q2 2026
4CITADEL ADVISORS LLC
$2.5M
19K
+53%
Added · +7K sh
Q2 2026
5MORGAN STANLEY
$1.8M
16K
+55%
Added · +6K sh
Q1 2026
6TBH Global Asset Management, LLC
$941K
15K
New
+15K sh
Q4 2025
7WELLS FARGO & COMPANY/MN
$1.5M
14K
−2.0%
Reduced · −287 sh
Q1 2026
8ACT Advisors, LLC.
$1.6M
13K
−2.7%
Reduced · −362 sh
Q2 2026
9BANK OF AMERICA CORP /DE/
$1.4M
13K
+273%
Added · +9K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$926K
9K
New
+9K sh
Q1 2026
11IAG Wealth Partners, LLC
$1.0M
8K
−2.7%
Reduced · −224 sh
Q2 2026
12Bank of New York Mellon Corp
$795K
7K
−78%
Reduced · −25K sh
Q1 2026
13MLG Wealth Management DBA Pine Grove Financial Group
$876K
7K
−3.1%
Reduced · −234 sh
Q2 2026
14Gradient Investments LLC
$911K
7K
−16%
Reduced · −1K sh
Q2 2026
15ROYAL BANK OF CANADA
$667K
6K
+93%
Added · +3K sh
Q1 2026
16MGO ONE SEVEN LLC
$758K
6K
−0.3%
Reduced · −16 sh
Q2 2026
17Triad Wealth Partners, LLC
$648K
5K
−2.5%
Reduced · −132 sh
Q2 2026
18Elevation Wealth Management LLC
$621K
5K
−3.1%
Reduced · −156 sh
Q2 2026
19Archer Investment Corp
$582K
5K
+1.4%
Added · +62 sh
Q2 2026
20OSAIC HOLDINGS, INC.
$476K
4K
−83%
Reduced · −21K sh
Q1 2026
21MN Wealth Advisors, LLC
$462K
4K
−0.2%
Reduced · −9 sh
Q2 2026
22Merited Wealth, LLC
$422K
3K
Held
Q2 2026
23Private Advisor Group, LLC
$421K
3K
−19%
Reduced · −771 sh
Q2 2026
24Ascent Group, LLC
$411K
3K
−3.9%
Reduced · −133 sh
Q2 2026
25SUTTON PLACE INVESTORS LLC
$409K
3K
−2.8%
Reduced · −94 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BBMC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BBMC and 6 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
6
funds
Reduced
7
funds
Exited
0
funds

Funds that own BBMC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA20 funds$5.4B
APPLE INCAAPL20 funds$3.5B
AMAZON.COM INCAMZN20 funds$2.8B
MICROSOFT CORPMSFT20 funds$2.1B
BROADCOM INCAVGO20 funds$1.7B
ALPHABET INC-CL AGOOGL20 funds$1.6B
META PLATFORMS INC-CLASS AMETA20 funds$1.6B
JPMORGAN CHASE & COJPM20 funds$1.3B
TESLA INCTSLA20 funds$1.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B20 funds$1.0B
JOHNSON & JOHNSONJNJ20 funds$763.8M
GENERAL ELECTRICGE20 funds$679.1M

Ranked by how many of BBMC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

29 funds-6 since Q3 2024
02448Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for BBMC

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Ask your agent what changed in BBMC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BBMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BBMC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BBMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.