Who Owns JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG)?Hedge Fund & Institutional Holders

$46.05-0.08 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8800098000514234e+193T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$44.67$45.41$46.16$46.90$47.64Aug 24Jun 25Mar 26

BBAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+851K+$39.0M
Janney Montgomery Scott LLCNew Position+586K+$27.0M
JANE STREET GROUP, LLCNew Position+413K+$19.0M
Apella Capital, LLCNew Position+369K+$17.1M
Heck Capital Advisors, LLCNew Position+216K+$10.1M
CWM, LLCNew Position+122K+$5.7M
PARK AVENUE SECURITIES LLCNew Position+114K+$5.3M
Kestra Advisory Services, LLCNew Position+92K+$4.0M
KELLY FINANCIAL GROUP LLCNew Position+68K+$3.2M
Triad Wealth Partners, LLCNew Position+58K+$2.7M
Ascent Group, LLCNew Position+57K+$2.6M
BAILARD, INC.New Position+56K+$2.6M
CITADEL ADVISORS LLCNew Position+64K+$2.0M
LOCKERMAN FINANCIAL GROUP, INC.New Position+23K+$1.1M
Geneos Wealth Management Inc.New Position+22K+$1.0M

BBAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-334K-$229.8B
LPL Financial LLCDecreased-1.6M-$171.6B
Cetera Investment AdvisersDecreased-206K-$20.1B
MORGAN STANLEYDecreased-83K-$14.4B
HighTower Advisors, LLCDecreased-5K-$8.1B
MML INVESTORS SERVICES, LLCDecreased-51K-$4.4B
OSAIC HOLDINGS, INC.Decreased-20K-$3.9B
Sharkey, Howes & JaverDecreased-32K-$3.3B
GOLDMAN SACHS GROUP INCDecreased-8K-$3.3B
CGN Advisors LLCDecreased-2K-$3.1B
ACT Advisors, LLC.Decreased-520-$2.1B
Legacy Private Trust Co.Decreased-2K-$2.0B
Integrated Wealth Concepts LLCDecreased-15K-$1.2B
Berger Financial Group, IncDecreased-3K-$1.1B
NICOLET ADVISORY SERVICES, LLCDecreased-19K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO4,062,678$188.0M0.01%Share
2LPL Financial LLC2,116,045$98.0M0.03%Share
3Clearwater Capital Advisors, LLC1,107,784$51.4M4.29%Share
4ENVESTNET ASSET MANAGEMENT INC850,670$39.0M0.01%Share
5Janney Montgomery Scott LLC585,787$27.0M0.06%Share
6JPMORGAN CHASE & CO463,853$21.0M0.00%Share
7JANE STREET GROUP, LLC412,908$19.0M0.00%Share
8Apella Capital, LLC368,751$17.1M0.34%Share
9Wealth Alliance Advisory Group, LLC281,948$13.1M2.24%Share
10Cambridge Investment Research Advisors, Inc.293,826$13.0M0.03%Share
11Heck Capital Advisors, LLC216,473$10.1M0.75%Share
12MORGAN STANLEY227,109$10.0M0.00%Share
13Cetera Investment Advisers224,794$10.0M0.01%Share
14Tradition Wealth Management, LLC211,243$9.8M0.70%Share
15HighTower Advisors, LLC168,991$7.0M0.01%Share
16CWM, LLC121,804$5.7M0.02%Share
17PARK AVENUE SECURITIES LLC114,275$5.3M0.04%Share
18Kestra Advisory Services, LLC92,498$4.0M0.02%Share
19KELLY FINANCIAL GROUP LLC68,097$3.2M0.81%Share
20CGN Advisors LLC65,245$3.0M0.24%Share
21BANK OF AMERICA CORP /DE/72,691$3.0M0.00%Share
22Triad Wealth Partners, LLC58,205$2.7M0.26%Share
23Ascent Group, LLC56,708$2.6M0.09%Share
24BAILARD, INC.55,719$2.6M0.06%Share
25ACT Advisors, LLC.45,586$2.1M0.83%Share
26GOLDMAN SACHS GROUP INC62,308$2.0M0.00%Share
27OSAIC HOLDINGS, INC.57,312$2.0M0.00%Share
28CITADEL ADVISORS LLC63,732$2.0M0.00%Share
29JPMORGAN CHASE & CO58,292$2.0M0.00%Share
30MML INVESTORS SERVICES, LLC43,700$2.0M0.00%Share
31Legacy Private Trust Co.41,296$1.9M0.11%Share
32Sharkey, Howes & Javer38,519$1.8M0.23%Share
33LOCKERMAN FINANCIAL GROUP, INC.23,238$1.1M2.07%Share
34Strategic Financial Concepts, LLC22,832$1.1M0.97%Share
35Berger Financial Group, Inc21,963$1.0M0.06%Share
36Geneos Wealth Management Inc.21,694$1.0M0.02%Share
37GREAT VALLEY ADVISOR GROUP, INC.31,406$1.0M0.02%Share
38RAYMOND JAMES FINANCIAL INC25,067$1.0M0.00%Share
39SUSQUEHANNA INTERNATIONAL GROUP, LLP34,802$1.0M0.00%Share
40Cobblestone Asset Management LLC19,543$907K0.41%Share
41Arlington Financial Advisors, LLC17,696$821K0.12%Share
42MN Wealth Advisors, LLC15,309$710K0.36%Share
43NORTHBRIDGE FINANCIAL GROUP, LLC13,904$645K0.29%Share
44TWIN PEAKS WEALTH ADVISORS, LLC12,228$568K0.17%Share
45Alpha Omega Wealth Management LLC12,112$562K0.09%Share
46CONTINUUM WEALTH ADVISORS, LLC9,190$426K0.16%Share
475T Wealth, LLC9,004$417K0.17%Share
48SUTTON PLACE INVESTORS LLC8,934$414K0.23%Share
49Perigon Wealth Management, LLC8,296$385K0.01%Share
50Composition Wealth, LLC7,602$352K0.01%Share

BBAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025113$600.2M+59
Q3 202554$550.7B-38
Q2 202592$646.5B+1
Q1 202591$926.1B+7
Q4 202484$10.1T+18
Q3 202466$891.7T-9
Q2 202475$765.1T+10
Q1 202465$1045.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF). The largest holder is JPMORGAN CHASE & CO with $188.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BBAG?

As of Q4 2025, 50 institutional investors report holding BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BBAG?

The largest institutional holder of BBAG is JPMORGAN CHASE & CO with $188.0M in shares.

Is institutional ownership of BBAG increasing or decreasing?

This quarter, 15 institutions opened new positions in BBAG and 0 closed their positions.