JPMorgan BetaBuilders MSCI US REIT ETF(BBRE)

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JPMorgan BetaBuilders MSCI US REIT ETF(BBRE)

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$109.03—

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BBRE(BBRE)

BBRE

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Institutional Ownership

Top 67 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	4.39M	Mar 31, 26	+184.89K	38.34%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	2.61M	Mar 31, 26	-116.48K	22.76%
Alaska Permanent Capital Management	507.00K	Mar 31, 26	+13.15K	4.43%
Global Endowment Management, LP	436.56K	Mar 31, 26	-65.90K	3.81%
HighTower Advisors, LLC	391.72K	Mar 31, 26	-159.85K	3.42%
BANK OF AMERICA CORP /DE/	371.14K	Mar 31, 26	-5.93K	3.24%
Alaska Wealth Advisors	286.21K	Mar 31, 26	+10.07K	2.50%
Bleakley Financial Group, LLC	282.09K	Mar 31, 26	+250.82K	2.46%
Concurrent Investment Advisors, LLC	140.22K	Mar 31, 26	+140.22K	1.22%
MORGAN STANLEY	129.36K	Mar 31, 26	+4.07K	1.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	125.88K	Mar 31, 26	+8.15K	1.10%
TWO SIGMA INVESTMENTS, LP	45.40K	Mar 31, 26	+27.40K	0.40%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.89K	Mar 31, 26	+13.29K	0.24%
CI Private Wealth, LLC	27.54K	Mar 31, 26	-909	0.24%
CITADEL ADVISORS LLC	17.76K	Mar 31, 26	+17.76K	0.16%
LPL Financial LLC	17.59K	Mar 31, 26	+850	0.15%
GOLDMAN SACHS GROUP INC	16.18K	Mar 31, 26	-7.11K	0.14%
Private Advisor Group, LLC	6.47K	Mar 31, 26	-1.04K	0.06%
FLOW TRADERS U.S. LLC	4.75K	Mar 31, 26	-13.36K	0.04%
Peterson Wealth Advisors, LLC	4.12K	Mar 31, 26	-479	0.04%
Mutual Advisors, LLC	3.21K	Mar 31, 26	+9	0.03%
RAYMOND JAMES FINANCIAL INC	3.14K	Mar 31, 26	+805	0.03%
BAKER BOYER NATIONAL BANK	3.03K	Mar 31, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	2.43K	Mar 31, 26	-4.23K	0.02%
Gladstone Institutional Advisory LLC	2.41K	Mar 31, 26	+2.41K	0.02%
SkyView Investment Advisors, LLC	2.37K	Mar 31, 26	--	0.02%
Farther Finance Advisors, LLC	2.13K	Mar 31, 26	-431	0.02%
Tower Research Capital LLC (TRC)	1.95K	Mar 31, 26	+1.95K	0.02%
ADVISOR GROUP HOLDINGS, INC.	1.27K	Mar 31, 26	+97	0.01%
UBS Group AG	1.20K	Mar 31, 26	-1.30K	0.01%
FIFTH THIRD BANCORP	967	Mar 31, 26	+767	0.01%
Aptus Capital Advisors, LLC	697	Mar 31, 26	+93	0.01%
Rockefeller Capital Management L.P.	692	Mar 31, 26	+619	0.01%
CITIGROUP INC	612	Mar 31, 26	+612	0.01%
ROYAL BANK OF CANADA	394	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	283	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	189	Mar 31, 26	-27	0.00%
Advisory Services Network, LLC	174	Mar 31, 26	+174	0.00%
FMR LLC	159	Mar 31, 26	-25	0.00%
NewEdge Advisors, LLC	150	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	146	Mar 31, 26	+146	0.00%
PRIVATE TRUST CO NA	140	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	135	Mar 31, 26	-22	0.00%
Root Financial Partners, LLC	129	Mar 31, 26	-59	0.00%
Steward Partners Investment Advisory, LLC	119	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	62	Mar 31, 26	--	0.00%
Investors Research Corp	50	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	44	Mar 31, 26	+44	0.00%
MAI Capital Management	37	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	34	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	32	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	30	Mar 31, 26	+30	0.00%
Allspring Global Investments Holdings, LLC	26	Mar 31, 26	+26	0.00%
SBI Securities Co., Ltd.	20	Mar 31, 26	--	0.00%
Atomi Financial Group, Inc.	--	Mar 31, 26	-4.29K	--
IFP Advisors, Inc	--	Mar 31, 26	-9	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-10.35K	--
Integrated Advisors Network LLC	--	Mar 31, 26	-2.38K	--
ANGELES WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-440	--
Sigma Planning Corp	--	Mar 31, 26	-3.56K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-34.59K	--
Financial Engines Advisors L.L.C.	--	Mar 31, 26	-2.61K	--
COMERICA BANK	767	Dec 31, 25	+385	0.01%
Fortress Wealth Management, Inc.	2.12K	Sep 30, 25	-1.13K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	--	Dec 31, 19	-1.71K	--
BB&T SECURITIES, LLC	2.42K	Sep 30, 19	+2.42K	0.02%
Lourd Capital, LLC	63.59K	Jun 30, 19	+7.66K	0.56%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

4.39M

Mar 31, 26

+184.89K

38.34%

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

2.61M

Mar 31, 26

-116.48K

22.76%

Alaska Permanent Capital Management

507.00K

Mar 31, 26

+13.15K

4.43%

Global Endowment Management, LP

436.56K

Mar 31, 26

-65.90K

3.81%

HighTower Advisors, LLC

391.72K

Mar 31, 26

-159.85K

3.42%

BANK OF AMERICA CORP /DE/

371.14K

Mar 31, 26

-5.93K

3.24%

Alaska Wealth Advisors

286.21K

Mar 31, 26

+10.07K

2.50%

Bleakley Financial Group, LLC

282.09K

Mar 31, 26

+250.82K

2.46%

Concurrent Investment Advisors, LLC

140.22K

Mar 31, 26

+140.22K

1.22%

MORGAN STANLEY

129.36K

Mar 31, 26

+4.07K

1.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

125.88K

Mar 31, 26

+8.15K

1.10%

TWO SIGMA INVESTMENTS, LP

45.40K

Mar 31, 26

+27.40K

0.40%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.89K

Mar 31, 26

+13.29K

0.24%

CI Private Wealth, LLC

27.54K

Mar 31, 26

-909

0.24%

CITADEL ADVISORS LLC

17.76K

Mar 31, 26

+17.76K

0.16%

LPL Financial LLC

17.59K

Mar 31, 26

+850

0.15%

GOLDMAN SACHS GROUP INC

16.18K

Mar 31, 26

-7.11K

0.14%

Private Advisor Group, LLC

6.47K

Mar 31, 26

-1.04K

0.06%

FLOW TRADERS U.S. LLC

4.75K

Mar 31, 26

-13.36K

0.04%

Peterson Wealth Advisors, LLC

4.12K

Mar 31, 26

-479

0.04%

Mutual Advisors, LLC

3.21K

Mar 31, 26

0.03%

RAYMOND JAMES FINANCIAL INC

3.14K

Mar 31, 26

+805

0.03%

BAKER BOYER NATIONAL BANK

3.03K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

2.43K

Mar 31, 26

-4.23K

0.02%

Gladstone Institutional Advisory LLC

2.41K

Mar 31, 26

+2.41K

0.02%

SkyView Investment Advisors, LLC

2.37K

Mar 31, 26

0.02%

Farther Finance Advisors, LLC

2.13K

Mar 31, 26

-431

0.02%

Tower Research Capital LLC (TRC)

1.95K

Mar 31, 26

+1.95K

0.02%

ADVISOR GROUP HOLDINGS, INC.

1.27K

Mar 31, 26

+97

0.01%

UBS Group AG

1.20K

Mar 31, 26

-1.30K

0.01%

FIFTH THIRD BANCORP

967

Mar 31, 26

+767

0.01%

Aptus Capital Advisors, LLC

697

Mar 31, 26

+93

0.01%

Rockefeller Capital Management L.P.

692

Mar 31, 26

+619

0.01%

CITIGROUP INC

612

Mar 31, 26

+612

0.01%

ROYAL BANK OF CANADA

394

Mar 31, 26

0.00%

Colonial Trust Co / SC

283

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

189

Mar 31, 26

-27

0.00%

Advisory Services Network, LLC

174

Mar 31, 26

+174

0.00%

FMR LLC

159

Mar 31, 26

-25

0.00%

NewEdge Advisors, LLC

150

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

146

Mar 31, 26

+146

0.00%

PRIVATE TRUST CO NA

140

Mar 31, 26

0.00%

Sound Income Strategies, LLC

135

Mar 31, 26

-22

0.00%

Root Financial Partners, LLC

129

Mar 31, 26

-59

0.00%

Steward Partners Investment Advisory, LLC

119

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Investors Research Corp

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

+44

0.00%

MAI Capital Management

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

Mar 31, 26

+30

0.00%

Allspring Global Investments Holdings, LLC

Mar 31, 26

+26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

Atomi Financial Group, Inc.

Mar 31, 26

-4.29K

IFP Advisors, Inc

Mar 31, 26

-9

Brinker Capital Investments, LLC

Mar 31, 26

-10.35K

Integrated Advisors Network LLC

Mar 31, 26

-2.38K

ANGELES WEALTH MANAGEMENT, LLC

Mar 31, 26

-440

Sigma Planning Corp

Mar 31, 26

-3.56K

JANE STREET GROUP, LLC

Mar 31, 26

-34.59K

Financial Engines Advisors L.L.C.

Mar 31, 26

-2.61K

COMERICA BANK

767

Dec 31, 25

+385

0.01%

Fortress Wealth Management, Inc.

2.12K

Sep 30, 25

-1.13K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

Dec 31, 19

-1.71K

BB&T SECURITIES, LLC

2.42K

Sep 30, 19

+2.42K

0.02%

Lourd Capital, LLC

63.59K

Jun 30, 19

+7.66K

0.56%