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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$107.06 -0.65 (-0.60%)
As of 08/28/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$144.50M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.91M
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BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP25,387$2.72M0.0%-7.8%0.261%
8/22/2026 Concurrent Investment Advisors LLC160,179$16.69M0.1%+14.2%1.646%
8/21/2026 Mason & Associates Inc247,077$26.50M4.2%N/A2.539%
8/21/2026 High Net Worth Advisory Group LLC12,468$1.34M0.3%N/A0.128%
8/21/2026 Andina Capital Management LLC11,324$1.22M2.0%N/A0.116%
8/21/2026 MBA Advisors LLC133,585$14.33M4.7%N/A1.373%
8/21/2026 Tsfg LLC15,598$1.67M0.2%N/A0.160%
8/21/2026 Clarus Wealth Advisors129,822$13.93M5.1%N/A1.334%
8/21/2026 Banco de Sabadell S.A1,796$193K0.1%N/A0.018%
8/21/2026 Acorn Wealth Advisors LLC8,124$871K0.2%N/A0.083%
8/21/2026 Keeler Thomas Management LLC7,666$822K0.3%N/A0.079%
8/21/2026 Triumph Capital Management1,056$113K0.0%N/A0.011%
8/20/2026 Cooper Haims Advisors LLC6,795$729K0.3%N/A0.070%
8/20/2026 BTG Pactual Asset Management US LLC7,780$835K0.0%N/A0.080%
5/19/2026 Bank of America Corp DE371,144$35.52M0.0%-1.6%3.814%
5/4/2026 Bleakley Financial Group LLC282,087$26.99M0.4%+802.1%2.899%
5/1/2026 Fifth Third Bancorp967$93K0.0%+383.5%0.010%
4/27/2026 Private Advisor Group LLC6,469$619K0.0%-13.8%0.066%
4/24/2026 Alaska Wealth Advisors LLC286,209$27.39M3.3%+3.6%2.942%
4/24/2026 Alaska Permanent Capital Management LLC506,997$48.53M3.4%+2.7%5.211%
4/17/2026 IFC & Insurance Marketing Inc.5,884$563K0.6%-75.9%0.060%
3/9/2026 Corient Private Wealth LLC28,451$2.63M0.0%-26.5%0.292%
2/19/2026 Compound Planning Inc.4,294$398K0.0%+16.1%0.044%
2/19/2026 Corient Private Wealth LLC28,451$2.63M0.0%-26.5%0.292%
2/18/2026 Mercer Global Advisors Inc. ADV6,662$617K0.0%+47.2%0.068%
2/17/2026 University of Texas Texas AM Investment Management Co.2,723,289$252.15M35.6%+1.6%27.989%
2/16/2026 Global Endowment Management LP502,455$46.52M5.8%+32.9%5.164%
2/16/2026 Aptus Capital Advisors LLC604$56K0.0%+31.3%0.006%
2/16/2026 Alaska Permanent Capital Management LLC493,847$45.65M3.5%-3.0%5.076%
2/12/2026 Jane Street Group LLC34,588$3.20M0.0%N/A0.355%
2/12/2026 Orion Porfolio Solutions LLC10,349$958K0.0%+8.0%0.106%
2/12/2026 Financial Engines Advisors L.L.C.2,608$241K0.0%N/A0.027%
2/12/2026 IFC & Insurance Marketing Inc.24,407$2.26M2.2%N/A0.251%
2/11/2026 LPL Financial LLC16,737$1.55M0.0%+13.5%0.172%
2/11/2026 JPMorgan Chase & Co.4,206,450$389.48M0.0%+1.6%43.232%
2/10/2026 Goldman Sachs Group Inc.23,298$2.16M0.0%+30.1%0.239%
2/10/2026 Northwestern Mutual Wealth Management Co.117,730$10.90M0.0%+5.4%1.210%
2/9/2026 Bleakley Financial Group LLC31,271$2.90M0.1%N/A0.321%
2/6/2026 HighTower Advisors LLC551,572$51.07M0.1%-0.6%5.669%
2/3/2026 Baker Boyer National Bank3,026$280K0.1%N/A0.031%
Why the Treasury still prices gold at 42 dollars an ounce (Ad)

The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades near 4,500 dollars today, a 113-to-1 gap between book value and market reality. Treasury Secretary Scott Bessent has said he wants to monetize the asset side of the balance sheet. A revaluation could add more than 1 trillion dollars to the government's books overnight. Certain gold miners still trade as if gold were under 2,000 dollars, even as prices near record highs.tc pixel

See the four gold miners positioned ahead of a potential Treasury revaluation.
1/30/2026 Sigma Planning Corp3,562$330K0.0%+8.1%0.037%
1/29/2026Comerica Bank767$71K0.0%+100.8%0.008%
1/23/2026 Farther Finance Advisors LLC2,561$237K0.0%+450.8%0.026%
11/25/2025 KERR FINANCIAL PLANNING Corp1,225$115K0.2%N/A0.013%
11/17/2025 Susquehanna International Group LLP27,319$2.61M0.0%N/A0.281%
11/17/2025 Northwestern Mutual Wealth Management Co.111,686$10.66M0.0%+5.5%1.148%
11/17/2025 Mercer Global Advisors Inc. ADV4,525$432K0.0%+60.3%0.047%
11/17/2025 Flow Traders U.S. LLC25,701$2.45M0.1%N/A0.264%
11/17/2025 Citadel Advisors LLC2,874$274K0.0%-54.8%0.030%
11/17/2025 Bank of America Corp DE352,820$33.69M0.0%+6.6%3.626%
11/14/2025 Tower Research Capital LLC TRC 4,993$477K0.0%+2,396.5%0.051%
11/13/2025 Global Endowment Management LP378,027$36.09M4.5%-2.9%3.885%
11/13/2025 UBS Group AG28,972$2.77M0.0%-12.7%0.298%
11/12/2025 Orion Porfolio Solutions LLC9,582$915K0.0%+23.9%0.098%
11/7/2025Signet Financial Management LLC2,961$283K0.0%-13.3%0.030%
11/7/2025 JPMorgan Chase & Co.4,140,848$395.37M0.0%+1.8%42.558%
11/7/2025 HighTower Advisors LLC554,960$52.99M0.1%+2.2%5.704%
11/4/2025 Mutual Advisors LLC3,168$306K0.0%-57.0%0.033%
10/31/2025 Alaska Permanent Capital Management LLC508,892$48.60M3.6%+3.7%5.230%
10/31/2025 Alaska Wealth Advisors266,405$25.44M3.3%+10.9%2.738%
10/16/2025Fortress Wealth Management Inc.2,117$202K0.1%-34.8%0.022%
10/9/2025 Peterson Wealth Advisors LLC4,532$428K0.1%-4.6%0.047%
9/26/2025 Corient Private Wealth LLC42,230$3.89M0.0%-6.2%0.434%
9/4/2025 Osaic Holdings Inc.2,438$225K0.0%+66.4%0.025%
8/27/2025 Orion Porfolio Solutions LLC7,732$712K0.0%N/A0.079%
8/19/2025 Newbridge Financial Services Group Inc.3,759$346K0.1%N/A0.039%
8/15/2025 Corient Private Wealth LLC42,229$3.89M0.0%-6.2%0.434%
8/15/2025 Orion Porfolio Solutions LLC7,732$712K0.0%N/A0.079%
8/15/2025 Bank of America Corp DE330,993$30.49M0.0%+9.0%3.402%
8/14/2025 Raymond James Financial Inc.1,015$93K0.0%N/A0.010%
8/13/2025 Northwestern Mutual Wealth Management Co.105,817$9.75M0.0%+8.9%1.088%
8/12/2025 JPMorgan Chase & Co.4,066,365$374.55M0.0%+8.7%41.792%
8/5/2025 5T Wealth LLC2,406$222K0.1%N/A0.025%
7/31/2025 University of Texas Texas AM Investment Management Co.2,584,286$238.04M37.4%+4.3%26.560%
7/29/2025 Alaska Permanent Capital Management LLC490,933$45.22M3.5%+3.1%5.046%
7/29/2025 Alaska Wealth Advisors240,141$22.12M3.2%+3.6%2.468%
7/28/2025 Mutual Advisors LLC7,368$691K0.0%N/A0.076%
7/15/2025Signet Financial Management LLC3,417$315K0.0%-28.3%0.035%
7/10/2025Fortress Wealth Management Inc.3,247$299K0.1%-3.3%0.033%
7/7/2025 Peterson Wealth Advisors LLC4,749$437K0.1%-2.4%0.049%
5/16/2025Goldman Sachs Group Inc.28,924$2.72M0.0%+112.5%0.297%
5/14/2025Comerica Bank1,024$96K0.0%+18.0%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.97,138$9.13M0.0%+8.7%1.007%
5/13/2025Global Endowment Management LP463,443$43.57M5.7%-12.0%4.803%
5/13/2025HighTower Advisors LLC426,970$40.14M0.1%-5.0%4.425%
5/12/2025JPMorgan Chase & Co.3,742,255$351.81M0.0%-1.0%38.780%
5/7/2025University of Texas Texas AM Investment Management Co.2,478,736$233.03M39.9%+4.2%25.686%
5/7/2025LPL Financial LLC14,942$1.41M0.0%+10.1%0.155%
5/7/2025Angeles Wealth Management LLC1,090$102K0.0%-50.8%0.011%
5/5/2025Private Advisor Group LLC8,697$818K0.0%+34.9%0.090%
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5/2/2025Fortress Wealth Management Inc.3,359$316K0.2%-32.2%0.035%
5/2/2025Sigma Planning Corp2,911$274K0.0%+22.1%0.030%
5/1/2025Alaska Permanent Capital Management LLC475,983$44.78M3.8%+8.8%4.932%
5/1/2025Alaska Wealth Advisors231,686$21.78M3.4%+5.3%2.401%
4/30/2025Peterson Wealth Advisors LLC4,868$458K0.1%-4.5%0.050%
4/15/2025Signet Financial Management LLC4,766$448K0.1%-3.5%0.050%
4/14/2025Farther Finance Advisors LLC566$53K0.0%+149.3%0.006%
4/9/2025Gradient Investments LLC2,340$220K0.0%-99.2%0.024%
2/19/2025University of Texas Texas AM Investment Management Co.2,379,274$222.80M26.3%+4.9%25.918%
2/17/2025Citadel Advisors LLC11,007$1.03M0.0%+11.1%0.120%


BBRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($389.48M), University of Texas Texas AM Investment Management Co. ($252.15M), HighTower Advisors LLC ($51.07M), Alaska Permanent Capital Management LLC ($48.53M), Global Endowment Management LP ($46.52M), Alaska Permanent Capital Management ($41.00M), and Bank of America Corp DE ($35.52M).Learn more on JPMorgan BetaBuilders MSCI US REIT ETF's institutional investors.

Of the 57 institutional investors that purchased JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($595.12K), University of Texas Texas AM Investment Management Co. ($360.34K), Gradient Investments LLC ($283.72K), Bleakley Financial Group LLC ($282.09K), Mason & Associates Inc ($247.08K), MBA Advisors LLC ($133.59K), and Clarus Wealth Advisors ($129.82K).

Institutional investors have bought a total of 1,449,020 shares in the last 24 months. This purchase volume represents approximately $144.50M in transactions.

Of the 14 institutional investors that sold JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($23.29K), IFC & Insurance Marketing Inc. ($18.52K), Alaska Permanent Capital Management LLC ($15.05K), Global Endowment Management LP ($11.18K), Bank of America Corp DE ($5.93K), UBS Group AG ($4.23K), and Mutual Advisors LLC ($4.20K).

Institutional investors have sold a total of 94,282 shares in the last 24 months. This volume of shares sold represents approximately $8.91M in transactions.


Related Companies

Institutional ownership data for BATS:BBRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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