BBIN institutional holders

JPMorgan BetaBuilders International Equity ETF · 129 reporting institutions · $5.5B reported value

Funds that can replace BBIN · BBIN return decomposition

Institutional holdings

Institutions reporting BBIN, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$4.4B02026-06-30
Integrated Wealth Concepts LLC$280.5M4802026-06-30
Morgan Stanley$246.2M23,1852026-06-30
Bank of America Corp /de$52.6M02026-06-30
Aptus Capital Advisors, LLC$50.8M212026-06-30
Jane Street Group, LLC$37.4M02026-06-30
Assetmark, Inc$33.8M2202026-06-30
Cetera Investment Advisers$31.4M10,3702026-06-30
Osaic Holdings, Inc.$31M02026-06-30
Perigon Wealth Management, LLC$26.8M922026-06-30
Neuberger Berman Group LLC$25.6M02026-06-30
Lpl Financial LLC$22.3M23,4582026-06-30
Pallas Capital Advisors, LLC$21.8M272026-06-30
Advisory Services Network$18.9M2532026-06-30
Rothschild Investment LLC$17.2M182026-06-30
Wny Asset Management, LLC$16.5M292026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$13.8M02025-12-31
HSBC Holdings PLC$12.4M02026-06-30
Graney & King, LLC$12.3M42026-06-30
Stonehaven Wealth & Tax Solutions$12.1M22026-06-30
Focus Partners Wealth$11.8M1,0482026-06-30
Gateway Wealth Partners, LLC$9.7M1012026-06-30
Jacobi Capital Management LLC$9.4M322026-06-30
Envestnet Pmc$9M602026-06-30
Raymond James Financial Inc$8.5M02026-06-30
Clearstead; Clearstead Advisory Solutions$7.4M642026-06-30
Alpha Advisors, Llc/va$7.3M02026-06-30
MML Investors Services, LLC$6.9M5,1202026-06-30
Clarius Group, LLC$6.7M02025-12-31
Daymark Wealth Partners, LLC$6.5M372026-06-30
Kelly Financial Group LLC$5M02026-06-30
Royal Bank of Canada$5M02026-06-30
Mn Wealth Advisors, LLC$4.9M32026-06-30
5t Wealth, LLC$4.6M42026-06-30
Northwestern Mutual Wealth Management Co$4.1M02026-06-30
New Edge Wealth$4M1512026-06-30
Commonwealth Equity Services, LLC$3.8M2,8632026-06-30
Horizon Family Wealth, Inc.$3.5M02026-06-30
Private Advisor Group, LLC$3.2M9272026-06-30
West Invest$2.3M72026-06-30
Org Partners LLC$2.2M02025-12-31
Principal Securities, Inc.$1.7M1,4632026-06-30
Geneos Wealth Management, Inc.$1.6M1932026-06-30
Independent Wealth Network Inc.$1.5M342026-06-30
Emerald Advisors, LLC$1.5M42026-06-30
Merited Wealth, LLC$1.5M42026-06-30
Sanctuary Advisors, LLC$1.5M4012026-06-30
3chopt Investment Partners, LLC$1.3M72026-06-30
The Ascent Group, LLC$1.3M202026-06-30
Brass Tax Wealth Management, Inc$1.2M02025-09-30
Equitable Holdings, Inc.$1.2M02026-06-30
Robertson Stephens Wealth Management, LLC$1.2M722026-06-30
Farther Finance Advisors, LLC$1.1M3342026-06-30
Insight Advisors, LLC/ PA$1.1M122026-06-30
Creative Planning$907.9K1,1712026-06-30
Americana Partners, LLC$765.5K532026-06-30
Truist Financial Corp$737.9K02026-06-30
Citadel Advisors LLC$711.1K02026-06-30
Wealthplan Investment Management, LLC$657.2K292026-06-30
Grey Ledge Advisors, LLC$615.5K82026-06-30
Flagship Harbor Advisors, LLC$613.5K602026-06-30
Vise Technologies, Inc.$608K02026-06-30
Elevation Wealth Management LLC$588.4K32026-06-30
Summit Financial, LLC$575.8K2292026-06-30
Great Valley Advisor Group, LLC$546.8K2052026-06-30
Tbh Global Asset Management, LLC$518.2K132026-06-30
Richardson Financial Services$504.6K42026-06-30
Composition Wealth, LLC$497.3K762026-06-30
Newedge Advisors$485.7K6012026-06-30
Cobblestone Asset Management LLC$472.4K42026-06-30
Ignite Planners LLC$428.7K242026-06-30
Fmr LLC$366.4K02026-06-30
Mb Generational Wealth, LLC$347.1K32026-06-30
Ameriprise Financial Inc$299K02026-06-30
Wealth Enhancement Advisory Services, LLC$298.1K1,0262026-06-30
The Wealth Alliance, LLC$291.4K122026-06-30
Whittier Trust Co of Nevada Inc$289.5K02026-06-30
Mgo One Seven LLC$283.7K1182026-06-30
Seacrest Wealth Management, LLC$266.4K352026-06-30
Rockefeller Capital Management LP$249.3K3462026-06-30
Independent Financial Group, LLC$247.8K4812026-06-30
Ifp Advisors, Inc$243.5K3182026-06-30
Capital Investment Advisory Services, LLC$241.3K1032026-06-30
Vanguard Advisers Inc$239K2,4692026-06-30
Iht Wealth Management LLC$238.5K1592026-06-30
Vanguard Group Inc$234.8K02025-12-31
Strategic Financial Concepts, LLC$223.2K402026-06-30
Penobscot Investment Management Company, Inc.$202K82026-06-30
Cwm, LLC$184.6K6672026-03-31
O'Shaughnessy Asset Management, LLC$180.2K582026-06-30
Comerica Bank$119.8K02025-12-31
Qube Research & Technologies Ltd$116.1K02026-06-30
Key Financial, Inc.$101.8K82026-06-30
Alphacore Capital LLC$87.1K692026-06-30
International Assets Investment Management, LLC$84.6K1222026-06-30
Whittier Trust Co$78K02026-06-30
Fifth Third Bancorp$68.2K02026-06-30
Blackrock, Inc.$63.9K02026-06-30
Advisornet Wealth Partners$51.3K582026-06-30
Flow Traders U.S. LLC$50K02026-06-30
US Bancorp$36.7K02026-06-30
UBS Group AG$35.1K02026-06-30
Synergy Investment Management, LLC$34.1K192026-06-30
Steward Partners Investment Advisory, LLC$31K4812026-06-30
Allworth Financial, LP$20.8K3172026-06-30
PNC Financial Services Group, Inc.$20.3K02026-06-30
Rossby Financial, Lcc$14.3K312026-06-30
Smartleaf Asset Management LLC$11.8K92026-06-30
Vision Retirement, LLC$11.2K72026-06-30
Lgt Financial Advisors LLC$10.9K22026-06-30
Fsa Wealth Management LLC$8.3K02025-09-30
Spire Wealth Management$7.8K32026-06-30
Institute for Wealth Management, Llc.$6K132026-06-30
Ggm Financial LLC$5.5K62026-06-30
Global Retirement Partners LLC$5.5K4912026-06-30
Capital Investment Counsel, Inc$4.5K42026-06-30
Bank of Montreal /can$4.1K02026-06-30
Harbor Investment Advisory, LLC$3.2K312026-06-30
Nbh Bank$1.5K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.4K3,9402026-03-31
Quent Capital, LLC$1.3K02026-06-30
Halbert Hargrove Global Advisors, LLC$703432026-06-30
Bfsg, LLC$703252026-06-30
Russell Investments Group, Ltd.$31202026-06-30
Janney Montgomery Scott LLC$3011,3422026-06-30
Park Avenue Securities LLC$2281,9082026-06-30
Harbour Investments, Inc.$782472026-06-30
Wells Fargo & Company/mn$3902026-06-30
Eversource Wealth Advisors, LLC$13772026-06-30

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