BBMC

JPM Betabuilders US Mid CapETF$123.54 0.74%
UnclassifiedUSCUSIP 46641Q340· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
34
+1 QoQ
13F Value (tracked)
$1.7B
13F Moves · latest Q
5 added
4 trimmed
Recent Filings
0

Price & smart-money activity

$123.54 0.74%5Y +40.8%
$62.98$80.02$97.05$114.09$131.13202120222023202420252026323332432225273561137356264554
Hover for who · click for detailEnd-of-day closing prices52w $97.90 – $127.15

Who owns BBMC?

34 tracked 13F filers

34 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.
$2.2M
21K
New
+21K sh
Q1 2026
4MORGAN STANLEY
$1.8M
16K
+55%
Added · +6K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$1.5M
14K
−2.0%
Reduced · −287 sh
Q1 2026
6ACT Advisors, LLC.
$1.6M
13K
−2.7%
Reduced · −362 sh
Q2 2026
7CITADEL ADVISORS LLC
$1.4M
13K
+21%
Added · +2K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$1.4M
13K
+273%
Added · +9K sh
Q1 2026
9Sanctuary Advisors, LLC
$938K
9K
−75%
Reduced · −25K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$926K
9K
New
+9K sh
Q1 2026
11Bank of New York Mellon Corp
$795K
7K
−78%
Reduced · −25K sh
Q1 2026
12Gradient Investments LLC
$911K
7K
−16%
Reduced · −1K sh
Q2 2026
13ROYAL BANK OF CANADA
$667K
6K
+93%
Added · +3K sh
Q1 2026
14MGO ONE SEVEN LLC
$648K
6K
−21%
Reduced · −2K sh
Q1 2026
15OSAIC HOLDINGS, INC.
$476K
4K
−83%
Reduced · −21K sh
Q1 2026
16Private Advisor Group, LLC
$443K
4K
−3.6%
Reduced · −154 sh
Q1 2026
17Ascent Group, LLC
$365K
3K
+3.3%
Added · +109 sh
Q1 2026
18Steward Partners Investment Advisory, LLC
$350K
3K
−4.6%
Reduced · −157 sh
Q1 2026
19GREAT VALLEY ADVISOR GROUP, INC.
$270K
2K
+28%
Added · +544 sh
Q1 2026
20Thrive Wealth Management, LLC
$290K
2K
Held
Q2 2026
21Geneos Wealth Management Inc.
$227K
2K
−6.9%
Reduced · −156 sh
Q1 2026
22CWM, LLC
$79K
726
+168%
Added · +455 sh
Q1 2026
23US BANCORP \DE\
$16K
146
New
+146 sh
Q1 2026
24ASSETMARK, INC
$15K
140
−5.4%
Reduced · −8 sh
Q1 2026
25UBS Group AG
$14K
130
New
+130 sh
Q1 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 3 added to an existing one, while 4 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
3
funds
Reduced
4
funds
Exited
0
funds

Funds that own BBMC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA20 funds$9.7B
ISHARES CORE S&P 500 ETFIVV20 funds$6.6B
MICROSOFT CORPMSFT20 funds$5.5B
ALPHABET INC-CL AGOOGL20 funds$4.0B
BROADCOM INCAVGO20 funds$3.4B
META PLATFORMS INC-CLASS AMETA20 funds$3.4B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$2.9B
JPMORGAN CHASE & COJPM20 funds$2.9B
ALPHABET INC-CL CGOOG20 funds$2.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM20 funds$2.1B
TESLA INCTSLA20 funds$2.0B
VANGUARD VALUE ETFVTV20 funds$1.8B

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

Institutional ownership over time

35 funds+6 since Q3 2024
02040Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.7B

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 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.