BBSC institutional holders

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · 31 reporting institutions · $543.1M reported value

Funds that can replace BBSC · BBSC return decomposition

Institutional holdings

Institutions reporting BBSC, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$521.3M02026-06-30
Lpl Financial LLC$7M23,4582026-06-30
Iag Wealth Partners, LLC$6.3M172026-06-30
Edelman Financial Engines$2M7222026-06-30
Osaic Holdings, Inc.$1.4M02026-06-30
Citadel Advisors LLC$893.8K02026-06-30
Morgan Stanley$827K23,1852026-06-30
Perigon Wealth Management, LLC$567.9K922026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$439.2K02025-12-31
Triad Wealth Partners, LLC$393.3K492026-06-30
Mgo One Seven LLC$373.6K1182026-06-30
Susquehanna International Group, LLP$301.1K02026-06-30
Legacy Edge Advisors, LLC$273.6K182026-06-30
Elevation Wealth Management LLC$263.1K32026-06-30
Settanni Financial LLC$234.4K32026-06-30
The Ascent Group, LLC$229.7K202026-06-30
Northwestern Mutual Wealth Management Co$111.7K02026-06-30
Steward Partners Investment Advisory, LLC$81.9K4812026-06-30
Key Financial, Inc.$63.6K82026-06-30
Geneos Wealth Management, Inc.$50.1K1932026-06-30
UBS Group AG$37.4K02026-06-30
Cwm, LLC$19.4K6672026-03-31
Fmr LLC$12.3K02026-06-30
Janney Montgomery Scott LLC$10.9K1,3422026-06-30
Lgt Financial Advisors LLC$8.5K22026-06-30
Ifp Advisors, Inc$8.4K3182026-06-30
Farther Finance Advisors, LLC$3.6K3342026-06-30
Org Partners LLC$3.4K02025-12-31
Global Retirement Partners LLC$1.8K4912026-06-30
Flow Traders U.S. LLC$1.2K02026-06-30
Spire Wealth Management$91932026-06-30

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: 2025-12-31 to 2026-06-30