BBAG

JPMorgan Betabuilders US AggETF
UnclassifiedUSCUSIP 46641Q241◍ Confluence graph
Tracked 13F Holders
97
-38 QoQ
13F Value (tracked)
$583.3M
13F Moves · latest Q
18 added
18 trimmed
Recent Filings
0

Who owns BBAG?

97 tracked 13F filers

97 tracked 13F filers disclose a position in BBAG as of the latest SEC 13F filings, a combined $583.3M 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
$221.4M
4.8M
+4.7%
Added · +217K sh
Q1 2026
2LPL Financial LLC
$101.7M
2.2M
+4.1%
Added · +88K sh
Q1 2026
3Clearwater Capital Advisors, LLC
$59.3M
1.3M
+7.4%
Added · +89K sh
Q2 2026
4ENVESTNET ASSET MANAGEMENT INC
$41.4M
898K
+5.5%
Added · +47K sh
Q1 2026
5Tradition Wealth Management, LLC
$20.7M
451K
+11%
Added · +45K sh
Q2 2026
6Wealth Alliance Advisory Group, LLC
$15.0M
326K
+1.2%
Added · +4K sh
Q2 2026
7Apella Capital, LLC
$14.7M
322K
−6.6%
Reduced · −23K sh
Q2 2026
8MORGAN STANLEY
$11.5M
249K
+9.7%
Added · +22K sh
Q1 2026
9Heck Capital Advisors, LLC
$10.9M
237K
+8.4%
Added · +18K sh
Q2 2026
10Cetera Investment Advisers
$10.2M
221K
−1.5%
Reduced · −3K sh
Q1 2026
11HighTower Advisors, LLC
$7.8M
169K
~0%
Reduced · −44 sh
Q1 2026
12CWM, LLC
$6.2M
134K
+10%
Added · +12K sh
Q1 2026
13Kestra Advisory Services, LLC
$4.0M
88K
+2.2%
Added · +2K sh
Q2 2026
14BANK OF AMERICA CORP /DE/
$3.4M
74K
−1.9%
Reduced · −1K sh
Q1 2026
15JANE STREET GROUP, LLC
$3.3M
72K
−83%
Reduced · −341K sh
Q1 2026
16EAGLE HARBOR ASSET MANAGEMENT INC /ADV
$3.1M
68K
+1.9%
Added · +1K sh
Q2 2026
17KELLY FINANCIAL GROUP LLC
$3.0M
65K
−3.8%
Reduced · −3K sh
Q2 2026
18OSAIC HOLDINGS, INC.
$2.6M
56K
−15%
Reduced · −9K sh
Q1 2026
19MLG Wealth Management DBA Pine Grove Financial Group
$2.5M
55K
−1.0%
Reduced · −570 sh
Q2 2026
20Ascent Group, LLC
$2.5M
54K
−14%
Reduced · −9K sh
Q2 2026
21CGN Advisors LLC
$2.5M
54K
−11%
Reduced · −7K sh
Q2 2026
22Legacy Private Trust Co.
$2.4M
52K
+26%
Added · +11K sh
Q2 2026
23Triad Wealth Partners, LLC
$2.2M
50K
−14%
Reduced · −8K sh
Q2 2026
24BAILARD, INC.
$2.2M
48K
+0.7%
Added · +318 sh
Q2 2026
25ACT Advisors, LLC.
$2.2M
47K
+1.0%
Added · +483 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 BBAG being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BBAG and 16 added to an existing one, while 18 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
16
funds
Reduced
18
funds
Exited
0
funds

Funds that own BBAG also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$6.2B
APPLE INCAAPL40 funds$4.1B
AMAZON.COM INCAMZN40 funds$3.0B
MICROSOFT CORPMSFT40 funds$2.5B
ALPHABET INC-CL CGOOG39 funds$1.7B
JPMORGAN CHASE & COJPM39 funds$1.4B
JOHNSON & JOHNSONJNJ39 funds$887.4M
ISHARES CORE S&P 500 ETFIVV38 funds$5.7B
BROADCOM INCAVGO38 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY38 funds$1.5B
TESLA INCTSLA38 funds$1.3B
ALPHABET INC-CL AGOOGL37 funds$2.0B

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

Institutional ownership over time

64 funds-7 since Q3 2024
052103Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $165.7M

Recent filings

0 shown

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

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Ask your agent what changed in BBAG

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/BBAG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BBAG.
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 BBAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.