ETF Holders

Who owns BBSC?

Small or mid cap

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · JPMorgan

29 institutions reported holding BBSC, worth $555.2M, in Form 13F filings for June 30, 2026.

13F holders
29
Institutional value
$555.2M
Change from prior quarter
+6.9%
+$35.8M, with price moves
New and sold-out firms
4 / 3
10 added, 12 trimmed

Top 10 institutional holders of BBSC

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$521.3M5,715,682−997,994 shares
Janney Montgomery Scott LLCPhiladelphia, PA$10.9M118,259−9,335 shares
LPL Financial LLCFort Mill, SC$7.0M75,865−361 shares
IAG Wealth Partners, LLCWaukesha, WI$6.3M68,553+1,097 shares
Financial Engines Advisors L.L.C.Santa Clara, CA$2.0M21,534+203 shares
Osaic Holdings, Inc.Scottsdale, AZ$1.4M15,561+629 shares
Flow Traders U.S. LLCNew York, NY$1.2M13,250−24,916 shares
Citadel Advisors LLCMiami, FL$894K9,731New position
Morgan StanleyNew York, NY$827K9,004+9,003 shares
Perigon Wealth Management, LLCSan Francisco, CA$568K6,183+97 shares
19 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BBSC?

29 institutional managers reported holding BBSC in Form 13F filings for June 30, 2026, worth $555.2M in total. The largest reported position was held by JPMorgan Chase & Co, at $521.3M.

Did institutions buy or sell BBSC last quarter?

Reported 13F value rose 6.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BBSC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.