BBCB institutional holders

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · 32 reporting institutions · $25.2M reported value

Funds that can replace BBCB · BBCB return decomposition

Institutional holdings

Institutions reporting BBCB, largest first
InstitutionReported positionAdvisors at firmReport period
Jmac Enterprises LLC$4.4M32026-06-30
Morgan Stanley$3.9M23,1852026-06-30
Lpl Financial LLC$2.9M23,4582026-06-30
Vestmark Advisory Solutions, Inc.$2.2M82026-06-30
Jpmorgan Chase & Co$2.2M02026-06-30
Smart Wealth LLC$1.9M192026-06-30
Bank of America Corp /de$1.7M02026-06-30
Independent Wealth Network Inc.$915K342026-06-30
Lion Street Advisors, LLC$901K02025-09-30
Jane Street Group, LLC$845.5K02026-06-30
Cerity Partners LLC$768.7K7772026-06-30
Envestnet Pmc$573.7K602026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$496.5K02026-06-30
Midwestern Financial, LLC /ia$393.8K32026-06-30
Creativeone Wealth, LLC$385.7K2212026-06-30
Cetera Investment Advisers$314.7K10,3702026-06-30
Windsor Capital Management, LLC$250.3K62026-06-30
Farther Finance Advisors, LLC$89.8K3342026-06-30
Ifp Advisors, Inc$49.4K3182026-06-30
Advisornet Wealth Partners$47.8K582026-06-30
Massmutual Private Wealth & Trust, Fsb$29.6K02026-06-30
Ashton Thomas Private Wealth, LLC$9.1K962026-06-30
Lgt Financial Advisors LLC$7.3K22026-06-30
UBS Group AG$3.2K02026-06-30
Wells Fargo & Company/mn$2.5K02026-06-30
Janney Montgomery Scott LLC$2.4K1,3422026-06-30
Integrated Wealth Concepts LLC$2K4802026-06-30
Osaic Holdings, Inc.$86102026-06-30
Fwl Investment Management, LLC$9122026-06-30
Harbour Investments, Inc.$912472026-06-30
Capital Analysts, LLC$126082026-06-30
Ae Wealth Management LLC$114712026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30