BBUS institutional holders

JPMorgan BetaBuilders U.S. Equity ETF · 236 reporting institutions · $4.5B reported value

Funds that can replace BBUS · BBUS return decomposition

Institutional holdings

Institutions reporting BBUS, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$880.8M02026-06-30
Lpl Financial LLC$525.1M23,4582026-06-30
Morgan Stanley$492.5M23,1852026-06-30
Norinchukin Bank, the$331.3M02026-06-30
Envestnet Pmc$306.8M602026-06-30
Vestmark Advisory Solutions, Inc.$242M82026-06-30
National Mutual Insurance Federation of Agricultural Cooperatives$171.8M02026-06-30
Cornerstone Wealth Management, LLC$89.2M02026-06-30
Wealth Group Ltd$84.7M02026-06-30
Assetmark, Inc$84.6M2202026-06-30
Integrated Wealth Concepts LLC$83.7M4802026-06-30
Raymond James Financial Inc$79.8M02026-06-30
Cetera Investment Advisers$77.5M10,3702026-06-30
Kelly Financial Group LLC$70.8M02026-06-30
Perigon Wealth Management, LLC$64.1M922026-06-30
Osaic Holdings, Inc.$62.2M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$57.3M02026-06-30
Tradition Wealth Management, LLC$55.8M232026-06-30
Mn Wealth Advisors, LLC$39.2M32026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$39.2M02026-06-30
MML Investors Services, LLC$34.9M5,1202026-06-30
Robertson Stephens Wealth Management, LLC$33.9M722026-06-30
Drive Wealth Advisers$27.3M172026-06-30
Ameriprise Financial Inc$24.6M02026-06-30
Commonwealth Equity Services, LLC$24M2,8632026-06-30
Gradient Investments, LLC$20M312026-06-30
Cwm, LLC$19.2M6672026-03-31
5t Wealth, LLC$17.9M42026-06-30
Hopwood Nicholas Hunter$17.5M32026-06-30
Ifg Advisory, LLC$16.4M1102026-06-30
Bravias Capital Group, LLC$15.5M62026-06-30
Great Valley Advisor Group, LLC$15.4M2052026-06-30
Unique Wealth, LLC$14.2M142026-06-30
Creativeone Wealth, LLC$14.1M2212026-06-30
Aptus Capital Advisors, LLC$14.1M212026-06-30
Florida Financial Advisors, LLC$14.1M8572026-06-30
The Ascent Group, LLC$13.1M202026-06-30
Royal Bank of Canada$12M02026-06-30
Schmidt P J Investment Management Inc$10.5M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$10.4M02025-12-31
Private Advisor Group, LLC$10M9272026-06-30
Equitable Holdings, Inc.$9.5M02026-06-30
Rosenberg Matthew Hamilton$9.4M42026-06-30
Massmutual Private Wealth & Trust, Fsb$9.2M02026-06-30
Farther Finance Advisors, LLC$9.2M3342026-06-30
Elevation Wealth Management LLC$8.6M32026-06-30
Alpha Advisors, Llc/va$8M02026-06-30
Golden State Wealth Management, LLC$7.9M472026-06-30
Lake Street Private Wealth, LLC$6.9M62026-06-30
3chopt Investment Partners, LLC$6.3M72026-06-30
Ifp Advisors, Inc$6.2M3182026-06-30
Mgo One Seven LLC$5.5M1182026-06-30
Legacy Edge Advisors, LLC$5.3M182026-06-30
Triad Wealth Partners, LLC$5.2M492026-06-30
Newedge Advisors$4.9M6012026-06-30
Creative Planning$4.7M1,1712026-06-30
Fingerlakes Wealth Management, Inc.$4.5M42026-06-30
Lockerman Financial Group, Inc$4.3M12026-06-30
Org Partners LLC$4.2M02025-12-31
Vise Technologies, Inc.$4.2M02026-06-30
Composition Wealth, LLC$4.1M762026-06-30
Archer Investment Management, LLC$4M32026-06-30
Silverlake Wealth Management LLC$4M92026-06-30
Advisornet Wealth Partners$3.9M582026-06-30
Clear Creek Financial Management, LLC$3.6M442026-06-30
Cary Street Partners Investment Advisory LLC$3.4M1222026-06-30
Firethorn Wealth Partners, LLC$3.3M72026-06-30
Jacobi Capital Management LLC$3.3M322026-06-30
Merited Wealth, LLC$3.1M42026-06-30
Bank of America Corp /de$3.1M02026-06-30
Goldman Sachs Group Inc$2.9M02026-06-30
Gateway Wealth Partners, LLC$2.9M1012026-06-30
Geowealth Management, LLC$2.8M02026-06-30
Americana Partners, LLC$2.7M532026-06-30
Xtx Topco Ltd$2.7M02026-06-30
Settanni Financial LLC$2.7M32026-06-30
Emergent Wealth Advisors, LLC$2.7M42026-06-30
Sagespring Wealth Partners$2.6M1262026-06-30
Iag Wealth Partners, LLC$2.6M172026-06-30
Envestnet Portfolio Solutions, Inc.$2.5M32026-06-30
Vestgen Advisors, LLC$2.5M582026-06-30
Mattson Financial Services, LLC$2.2M92026-06-30
Twin Peaks Wealth Advisors, LLC$2.1M102026-06-30
Kintra Wealth, LLC$2.1M472026-06-30
Salem Investment Counselors Inc$2M132026-06-30
Ignite Planners LLC$2M242026-06-30
Arkadios Wealth Advisors$1.9M2262026-06-30
Aegis Wealth Management, Inc.$1.9M252026-06-30
UBS Group AG$1.8M02026-06-30
Nations Financial Group Inc, /ia/ /adv$1.8M02026-06-30
Global Retirement Partners LLC$1.8M4912026-06-30
Keystone Wealth Services, LLC$1.7M122026-06-30
Archford Capital Strategies, LLC$1.7M162026-06-30
Iht Wealth Management LLC$1.7M1592026-06-30
Advisory Services Network$1.6M2532026-06-30
Diversify Advisory Services, LLC$1.6M1162026-06-30
Diversify Wealth Management, LLC$1.6M782026-06-30
Daymark Wealth Partners, LLC$1.6M372026-06-30
Fmr LLC$1.6M02026-06-30
Hightower Advisors, LLC$1.5M1,0462026-06-30
Henderson Brothers Financial Partners, LLC$1.5M182026-06-30
Hoxton Planning & Management, LLC$1.5M52026-06-30
J.W. Cole Advisors, Inc.$1.5M4992026-06-30
Onedigital Investment Advisors LLC$1.4M3862026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Private Trust Co NA$1.3M02026-06-30
Orion Porfolio Solutions, LLC$1.3M1992026-06-30
Renaissance Technologies LLC$1.3M02026-06-30
Davenport & Co LLC$1.2M3392026-06-30
Richardson Financial Services$1.2M42026-06-30
Kingswood Wealth Advisors, LLC$1.2M1232026-06-30
Adirondack Trust Co$1.1M02026-06-30
Tripletail Wealth Management, LLC$1.1M22026-06-30
Whittier Trust Co of Nevada Inc$1.1M02026-06-30
Rockefeller Capital Management LP$1M3462026-06-30
Bank of New York Mellon Corp$984.7K02026-06-30
Plan Group Financial, LLC$889.1K182026-06-30
World Investment Advisors$882.4K3592026-06-30
Bam Wealth Management LLC$871.8K82026-06-30
Independent Financial Group, LLC$862.9K4812026-06-30
Stifel Financial Corp$860.2K02026-06-30
Vanguard Advisers Inc$855.1K2,4692026-06-30
Sequent Planning LLC$822.9K1002026-06-30
Goodman Advisory Group, LLC$821.7K62026-06-30
Kfa Private Wealth Group, LLC$805.6K112026-06-30
Vanguard Group Inc$789.9K02025-12-31
Keating Financial Advisory Services, Inc.$786K252026-06-30
D. E. Shaw & Co., LP$760.3K02026-06-30
Archer Investment Corp$725.1K782026-06-30
Wells Fargo & Company/mn$723.2K02026-06-30
Semus Wealth Partners LLC$721K12026-06-30
Safe Harbor Wealth Advisors, LLC$719.5K22025-12-31
Ascension Capital Advisors, Inc.$711.3K92026-06-30
Summit Financial, LLC$704K2292026-06-30
Nabity-Jensen Investment Management Inc$691.4K22026-06-30
Mariner, LLC$677.4K02026-06-30
Paladin Wealth, LLC$677K82026-06-30
Capital Investment Advisory Services, LLC$665.2K1032026-06-30
Advisors Capital Management, LLC$649.2K592026-06-30
Mutual Advisors, LLC$634.9K1532026-06-30
Csenge Advisory Group$634.6K752026-06-30
Kelly Financial Services LLC$619.4K72026-06-30
Wealth Enhancement Advisory Services, LLC$609.3K1,0262026-06-30
Pks Advisory Services, LLC$557.5K462026-06-30
Owen Larue, LLC$555.2K42026-06-30
Brown Financial Advisors$545.1K32026-06-30
Janney Montgomery Scott LLC$484.2K1,3422026-06-30
Strategic Financial Concepts, LLC$480.4K402026-06-30
Kestra Advisory Services, LLC$452K1,4792026-06-30
Seacrest Wealth Management, LLC$437.9K352026-06-30
Brookstone Capital Management$419K3372026-06-30
Ggm Financial LLC$413.7K62026-06-30
Northwestern Mutual Wealth Management Co$405.1K02026-06-30
Wealthplan Investment Management, LLC$405.1K292026-06-30
Tfb Advisors LLC$387.5K182026-06-30
Flagstar Securities, Inc$387K302026-06-30
Shared Vision Wealth Group LLC$383.3K32026-06-30
Savant Wealth Management$374.9K4052026-06-30
Beacon Pointe Advisors, LLC$362.8K4662026-06-30
Geneos Wealth Management, Inc.$359.2K1932026-06-30
Absolute Capital Management, LLC$353.3K32026-06-30
Cary Street Partners Financial LLC$346.6K02026-06-30
Cordgrass Capital Advisors, LLC$327K32026-06-30
&partners$302.2K5552026-06-30
Grimes & Co Wealth Management, LLC$299.7K382026-06-30
Welch Group, LLC$298.6K282026-06-30
Magnolia Capital Advisors LLC$289.8K162026-06-30
Sanctuary Advisors, LLC$289.1K4012026-06-30
Herold Advisors, Inc.$269K132026-06-30
Jb Capital LLC$266.9K262026-06-30
Quantinno Capital Management LP$265.9K02026-06-30
Captrust Wealth Advisors$262.3K202026-06-30
Concurrent Investment Advisors, LLC$261.8K3492026-06-30
Cpwa, LLC$260.3K32026-06-30
DB & C Advisors, LLC$237.6K102026-06-30
Total Investment Management Inc$237.6K82026-06-30
Fortis Advisors, LLC$235.4K32026-06-30
Mascagni Wealth Management, Inc.$229.4K32026-06-30
Birchwood Financial Partners, Inc.$227.8K92026-06-30
Frederick Financial Consultants, LLC$226.9K02026-06-30
Spire Wealth Management$198.6K32026-06-30
Fifth Third Bancorp$179.2K02026-06-30
International Assets Investment Management, LLC$172.9K1222026-06-30
Comerica Bank$158.5K02025-12-31
Blackrock, Inc.$154K02026-06-30
Orion Capital Management LLC$144.8K42026-06-30
Transamerica Financial Advisors, LLC$132.3K1,0972026-06-30
Ep Wealth Advisors, LLC$117.6K3382026-06-30
Lgt Financial Advisors LLC$114.6K22026-06-30
Ae Wealth Management LLC$106.1K4712026-06-30
Qube Research & Technologies Ltd$93K02026-06-30
Allworth Financial, LP$91.8K3172026-06-30
Cornerstone Planning Group LLC$81.7K232026-06-30
US Bancorp$70.7K02026-06-30
Cambridge Investment Research Advisors, Inc.$60.9K3,9402026-03-31
Rossby Financial, Lcc$48.6K312026-06-30
Harbour Investments, Inc.$39K2472026-06-30
Smartleaf Asset Management LLC$38.1K92026-06-30
Park Avenue Securities LLC$31.5K1,9082026-06-30
Webster Bank, N. A.$25.9K02026-06-30
Bfsg, LLC$25.7K252026-06-30
O'Shaughnessy Asset Management, LLC$25.6K582026-06-30
Synergy Investment Management, LLC$24.4K192026-06-30
Vision Retirement, LLC$21.7K72026-06-30
Sbi Securities Co., Ltd.$20.6K02026-06-30
Cherry Tree Wealth Management, LLC$19.5K92026-03-31
Capital Investment Counsel, Inc$19.4K42026-06-30
Mpwm Advisory Solutions, LLC$18.5K152026-06-30
Jnba Financial Advisors$18.3K302026-06-30
Russell Investments Group, Ltd.$17.6K02026-06-30
Creative Financial Designs Inc /adv$16.7K02026-06-30
Steward Partners Investment Advisory, LLC$15.4K4812026-06-30
Arax Advisory Partners$14.7K2322026-06-30
Lifesteps Financial$13.7K72026-06-30
Triumph Capital Management$13.5K142026-06-30
Tower Trust & Investment Co$13.2K02026-06-30
Bank of Montreal /can$11.5K02026-06-30
Continuum Advisory, LLC$11.4K402026-06-30
Main Street Group, Ltd$11.2K92026-06-30
Wayfinding Financial, LLC$7.1K22026-06-30
Strategic Wealth Partners, Ltd.$6.9K02026-06-30
Eversource Wealth Advisors, LLC$6.8K772026-06-30
Federation Des Caisses Desjardins Du Quebec$6.7K02026-06-30
Institute for Wealth Management, Llc.$6.2K132026-06-30
Hrt Financial LP$4.8K02026-06-30
Nbh Bank$4.4K02026-06-30
Quent Capital, LLC$3.8K02026-06-30
Thrivent Financial for Lutherans$3.6K02026-06-30
Rothschild Investment LLC$3K182026-06-30
Halbert Hargrove Global Advisors, LLC$1.6K432026-06-30
Olde Wealth Management, LLC$1.4K22026-06-30
Flow Traders U.S. LLC$1.3K02026-06-30
Capital Analysts, LLC$5926082026-06-30
Betterment LLC$355282026-06-30
Bessemer Group Inc$3502026-06-30
Motiv8 Investments LLC$9102025-12-31

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