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JPMorgan Betabuilders Canada (BBCA)

CUSIP: 46641Q225 | NYSE | 569 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Assetmark, Inc397,043
0.1% of portfolio›$39.8M
Tradewinds Capital Management, LLC372,569
6.5% of portfolio›$37.4M
Mirae Asset Global Investments Co., Ltd.359,892
0.1% of portfolio›$36.1M
Strategic Investment Management, LLC323,000
7.4% of portfolio›$32.4M
Willis Johnson Wealth, Inc.270,973
1.5% of portfolio›$27.2M
City of London Investment Management Co LTD157,291
1.1% of portfolio›$15.8M
Bochk Asset Management Ltd110,670
1.6% of portfolio›$11.1M
Greenwood Capital Associates LLC59,449
0.6% of portfolio›$6.0M
Silphium Asset Management Ltd58,000
1.9% of portfolio›$5.8M
Choreo, LLC37,767
0.0% of portfolio›$3.8M
Evansbrook LLC27,569
1.6% of portfolio›$2.8M
Acima Private Wealth, LLC27,328
0.8% of portfolio›$2.7M
Creative Planning20,787
0.0% of portfolio›$2.1M
TD Waterhouse Canada Inc.19,111
0.0% of portfolio›$1.9M
Truist Financial Corp18,362
0.0% of portfolio›$1.8M
Nolet Wealth Management, LLC11,116
0.6% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd10,958
0.0% of portfolio›$1.1M
Yoffe Investment Management, LLC10,540
1.2% of portfolio›$1.1M
Certuity, LLC10,308
0.0% of portfolio›$1.0M
Quadrant Capital Group LLC10,215
0.0% of portfolio›$1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd8,350
0.0% of portfolio›$838.0K
Avidian Wealth Enterprises, LLC8,133
0.0% of portfolio›$816.3K
Greenwood Gearhart LLC7,234
0.0% of portfolio›$726.0K
L.K. Benson & Company, P.C.7,000
0.2% of portfolio›$702.5K
Koshinski Asset Management, Inc.6,983
0.0% of portfolio›$700.8K
Sowell Financial Services LLC6,489
0.0% of portfolio›$651.2K
Innealta Capital, LLC6,249
0.3% of portfolio›$627.2K
Ocean Park Asset Management, LLC6,035
0.0% of portfolio›$605.7K
Wealth Enhancement Advisory Services, LLC5,918
0.0% of portfolio›$593.6K
Private Trust Co NA5,058
0.0% of portfolio›$507.6K
Kestra Advisory Services, LLC4,947
0.0% of portfolio›$496.5K
Sapient Capital LLC4,653
0.0% of portfolio›$467.0K
Ullmann Wealth Partners Group, LLC4,325
0.0% of portfolio›$434.1K
Richardson Financial Services Inc.4,229
0.2% of portfolio›$424.4K
Commonwealth Equity Services, LLC4,159
0.0% of portfolio›$417.4K
Angeles Wealth Management, LLC3,986
0.0% of portfolio›$400.0K
Sigma Planning Corp3,945
0.0% of portfolio›$395.9K
Curated Wealth Partners LLC3,766
0.0% of portfolio›$378.0K
Morton Capital Management LLC3,595
0.0% of portfolio›$360.8K
Vise Technologies, Inc.3,516
0.0% of portfolio›$352.9K
Beacon Advisors Holdings, LLC3,358
0.2% of portfolio›$337.1K
Sunpointe, LLC3,156
0.1% of portfolio›$316.7K
Busey Bank3,132
0.0% of portfolio›$314.3K
True North Advisors, LLC3,064
0.0% of portfolio›$307.5K
FSM Wealth Advisors, LLC2,969
0.0% of portfolio›$301.1K
Maia Wealth LLC2,931
0.0% of portfolio›$294.2K
Sunrise Financial Services, LLC2,818
0.2% of portfolio›$282.8K
Cambridge Investment Research Advisors, Inc.2,792
0.0% of portfolio›$280
waypoint wealth counsel2,657
0.2% of portfolio›$266.7K
Simon Quick Advisors, LLC2,619
0.0% of portfolio›$262.8K
Cooksen Wealth, LLC2,597
0.2% of portfolio›$263.4K
Kestra Private Wealth Services, LLC2,539
0.0% of portfolio›$254.8K
Beverly Hills Private Wealth, LLC2,535
0.0% of portfolio›$254.4K
HB Wealth Management, LLC2,534
0.0% of portfolio›$254.3K
Miller Global Investments, LLC2,475
0.2% of portfolio›$248.4K
Arlington Trust Co LLC2,473
0.0% of portfolio›$248.2K
Brandywine OAK Private Wealth LLC2,369
0.0% of portfolio›$237.8K
First Citizens Bank & Trust Co2,361
0.0% of portfolio›$236.9K
Ironwood Wealth Management, Llc.2,308
0.1% of portfolio›$231.6K
Strategic Family Wealth Counselors, L.L.C.2,105
0.0% of portfolio›$211.3K
Armstrong Advisory Group, Inc1,358
0.0% of portfolio›$136.3K
Harel Insurance Investments & Financial Services Ltd.1,300
0.0% of portfolio›$130
Farther Finance Advisors, LLC1,259
0.0% of portfolio›$126.4K
Beacon Investment Advisory Services, Inc.1,019
0.0% of portfolio›$102.3K
Redwood Park Advisors LLC921
0.1% of portfolio›$92.4K
Trust Co of Toledo NA846
0.0% of portfolio›$84.9K
Blue Trust, Inc.662
0.0% of portfolio›$66.4K
Turtle Creek Wealth Advisors, LLC628
0.0% of portfolio›$63.0K
Mather Group, Llc.575
0.0% of portfolio›$57.7K
TD Private Client Wealth LLC553
0.0% of portfolio›$55.5K
Trust Co of Vermont553
0.0% of portfolio›$55.5K
Gamma Investing LLC486
0.0% of portfolio›$48.8K
Golden State Wealth Management, LLC451
0.0% of portfolio›$45.3K
CX Institutional405
0.0% of portfolio›$41
Compass Financial Management LLC365
0.0% of portfolio›$36.6K
Capital Investment Counsel, Inc345
0.0% of portfolio›$34.6K
Provenance Wealth Advisors, LLC343
0.0% of portfolio›$34.4K
Private Wealth Management Group, LLC289
0.0% of portfolio›$29.0K
Spire Wealth Management210
0.0% of portfolio›$21.1K
Eastern Bank207
0.0% of portfolio›$20.8K
Ares Financial Consulting, LLC195
0.0% of portfolio›$19.5K
Kingdom Financial Group Llc.193
0.0% of portfolio›$19.3K
Plante Moran Financial Advisors, LLC163
0.0% of portfolio›$16.4K
Wilmington Savings Fund Society, FSB158
0.0% of portfolio›$15.9K
Asset Dedication, LLC152
0.0% of portfolio›$15.3K
Nfsg Corp133
0.0% of portfolio›$13.3K
James T. Borello RIA126
0.0% of portfolio›$12.6K
Abound Wealth Management126
0.0% of portfolio›$12.6K
IFP Advisors, Inc112
0.0% of portfolio›$11.2K
Capital Investment Advisory Services, LLC110
0.0% of portfolio›$11.2K
Strengthening Families & Communities, LLC108
0.0% of portfolio›$10.9K
Root Financial Partners, LLC107
0.0% of portfolio›$10.7K
Center for Financial Planning, Inc.79
0.0% of portfolio›$7.9K
Breakwater Investment Management73
0.0% of portfolio›$7.3K
Harbor Investment Advisory, LLC64
0.0% of portfolio›$6.4K
AlphaCore Capital LLC55
0.0% of portfolio›$5.5K
Cape Investment Advisory, Inc.46
0.0% of portfolio›$4.6K
Inspire Investing, LLC41
0.0% of portfolio›$4.1K
CoreCap Advisors, LLC40
0.0% of portfolio›$4.0K
Ashton Thomas Private Wealth, LLC40
0.0% of portfolio›$4.0K
Laurel Wealth Advisors LLC37
0.0% of portfolio›$3.7K
Buck Wealth Strategies, LLC36
0.0% of portfolio›$3.6K
Oakworth Capital, Inc.20
0.0% of portfolio›$2.0K
Parallel Advisors, LLC17
0.0% of portfolio›$1.7K
Team Financial Group, LLC16
0.0% of portfolio›$1.6K
Foresight Capital Management Advisors, Inc.14
0.0% of portfolio›$1.4K
Affinity Wealth LLC13
0.0% of portfolio›$1.4K
Eukles Asset Management12
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC12
0.0% of portfolio›$1.2K
Granite FO LLC10
0.0% of portfolio›$1.0K
Dhjj Financial Advisors, Ltd.9
0.0% of portfolio›$904
Livelsberger Financial Advisory5
0.0% of portfolio›$502
Cullen T Bankers, Inc.1
0.0% of portfolio›$101
StyleTurnoverLocationFiled
Assetmark, Inc
397,043$39.8M0.1%ETFLowConcord, CA2026-10-21
Tradewinds Capital Management, LLC
372,569$37.4M6.5%ETFVery HighBellingham, WA2026-10-23
Mirae Asset Global Investments Co., Ltd.
359,892$36.1M0.1%GrowthLowSeoul, Malaysia2026-11-03
Strategic Investment Management, LLC
323,000$32.4M7.4%ETFVery LowArlington, VA2026-10-20
Willis Johnson Wealth, Inc.
270,973$27.2M1.5%ETFLowHouston, TX2026-11-03
City of London Investment Management Co LTD
157,291$15.8M1.1%YieldMediumLondon, United Kingdom2026-10-30
Bochk Asset Management Ltd
110,670$11.1M1.6%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Greenwood Capital Associates LLC
59,449$6.0M0.6%CoreMediumGreenwood, SC2026-10-27
Silphium Asset Management Ltd
58,000$5.8M1.9%ETFMediumLondon, United Kingdom2026-10-27
Choreo, LLC
37,767$3.8M0.0%IndexLowRockford, IL2026-10-28
Evansbrook LLC
27,569$2.8M1.6%GrowthLowBolingbrook, IL2026-10-16
Acima Private Wealth, LLC
27,328$2.7M0.8%ETFVery LowRichmond, VA2026-10-05
Creative Planning
20,787$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
TD Waterhouse Canada Inc.
19,111$1.9M0.0%CoreLowToronto, Australia2026-10-16
Truist Financial Corp
18,362$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Nolet Wealth Management, LLC
11,116$1.1M0.6%ETFMediumFort Worth, TX2026-10-15
Y-Intercept (Hong Kong) Ltd
10,958$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Yoffe Investment Management, LLC
10,540$1.1M1.2%CoreVery LowLemoyne, PA2026-11-02
Certuity, LLC
10,308$1.0M0.0%GARPLowNorth Palm Beach, FL2026-11-02
Quadrant Capital Group LLC
10,215$1.1M0.0%CoreLowCincinnati, OH2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
8,350$838.0K0.0%IndexVery LowTokyo, Mexico2026-10-20
Avidian Wealth Enterprises, LLC
8,133$816.3K0.0%ETFLowHouston, TX2026-10-08
Greenwood Gearhart LLC
7,234$726.0K0.0%ETFLowFayetteville, AR2026-11-02
L.K. Benson & Company, P.C.
7,000$702.5K0.2%YieldVery LowTimonium, MD2026-10-23
Koshinski Asset Management, Inc.
6,983$700.8K0.0%ETFLowDecatur, IL2026-10-29
Sowell Financial Services LLC
6,489$651.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Innealta Capital, LLC
6,249$627.2K0.3%ETFMediumAustin, TX2026-11-02
Ocean Park Asset Management, LLC
6,035$605.7K0.0%ETFLowSanta Monica, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
5,918$593.6K0.0%CoreLowPlymouth, MN2026-10-13
Private Trust Co NA
5,058$507.6K0.0%CoreLowCleveland, OH2026-10-20
Kestra Advisory Services, LLC
4,947$496.5K0.0%CoreLowAustin, TX2026-11-02
Sapient Capital LLC
4,653$467.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
Ullmann Wealth Partners Group, LLC
4,325$434.1K0.0%ETFLowJacksonville Beach, FL2026-11-02
Richardson Financial Services Inc.
4,229$424.4K0.2%GrowthMediumMedway, MA2026-10-30
Commonwealth Equity Services, LLC
4,159$417.4K0.0%ETFLowWaltham, MA2026-11-02
Angeles Wealth Management, LLC
3,986$400.0K0.0%ETFLowSanta Monica, CA2026-10-26
Sigma Planning Corp
3,945$395.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Curated Wealth Partners LLC
3,766$378.0K0.0%GARPLowEl Segundo, CA2026-10-15
Morton Capital Management LLC
3,595$360.8K0.0%ETFVery LowCalabasas, CA2026-10-23
Vise Technologies, Inc.
3,516$352.9K0.0%IndexLowNew York, NY2026-10-29
Beacon Advisors Holdings, LLC
3,358$337.1K0.2%ETFVery LowAustin, TX2026-10-27
Sunpointe, LLC
3,156$316.7K0.1%GrowthMediumSt. Louis, MO2026-10-22
Busey Bank
3,132$314.3K0.0%GrowthVery LowUrbana, IL2026-10-26
True North Advisors, LLC
3,064$307.5K0.0%CoreMediumDallas, TX2026-10-22
FSM Wealth Advisors, LLC
2,969$301.1K0.0%ETFLowCleveland, OH2026-10-27
Maia Wealth LLC
2,931$294.2K0.0%ETFMediumDenver, CO2026-10-19
Sunrise Financial Services, LLC
2,818$282.8K0.2%ETFMediumBurien, WA2026-10-21
Cambridge Investment Research Advisors, Inc.
2,792$2800.0%ETFLowFairfield, IA2026-11-02
waypoint wealth counsel
2,657$266.7K0.2%CoreLowAtlanta, GA2026-10-22
Simon Quick Advisors, LLC
2,619$262.8K0.0%ETFLowMorristown, NJ2026-10-26
Cooksen Wealth, LLC
2,597$263.4K0.2%ETFVery LowThe Woodlands, TX2026-10-13
Kestra Private Wealth Services, LLC
2,539$254.8K0.0%GrowthLowAustin, TX2026-10-30
Beverly Hills Private Wealth, LLC
2,535$254.4K0.0%ValueMediumBeverly Hills, CA2026-11-04
HB Wealth Management, LLC
2,534$254.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Miller Global Investments, LLC
2,475$248.4K0.2%ValueMediumDallas, TX2026-10-02
Arlington Trust Co LLC
2,473$248.2K0.0%ETFMediumBirmingham, AL2026-10-20
Brandywine OAK Private Wealth LLC
2,369$237.8K0.0%ETFVery LowKennett Square, PA2026-10-23
First Citizens Bank & Trust Co
2,361$236.9K0.0%CoreMediumRaleigh, NC2026-10-14
Ironwood Wealth Management, Llc.
2,308$231.6K0.1%ETFLowChandler, AZ2026-10-28
Strategic Family Wealth Counselors, L.L.C.
2,105$211.3K0.0%ETFVery LowFairfield, NJ2026-10-29
Armstrong Advisory Group, Inc
1,358$136.3K0.0%ETFHighNeedham, MA2026-10-09
Harel Insurance Investments & Financial Services Ltd.
1,300$1300.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Farther Finance Advisors, LLC
1,259$126.4K0.0%IndexLowSan Francisco, CA2026-10-08
Beacon Investment Advisory Services, Inc.
1,019$102.3K0.0%GrowthLowMorristown, NJ2026-10-13
Redwood Park Advisors LLC
921$92.4K0.1%ETFVery LowRedwood City, CA2026-11-02
Trust Co of Toledo NA
846$84.9K0.0%GrowthVery LowHolland, OH2026-10-16
Blue Trust, Inc.
662$66.4K0.0%ETFLowBrentwood, TN2026-10-15
Turtle Creek Wealth Advisors, LLC
628$63.0K0.0%GrowthLowDallas, TX2026-10-15
Mather Group, Llc.
575$57.7K0.0%ETFMediumChicago, IL2026-10-14
TD Private Client Wealth LLC
553$55.5K0.0%ETFLowNew York, NY2026-10-28
Trust Co of Vermont
553$55.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Gamma Investing LLC
486$48.8K0.0%IndexVery LowFoster City, CA2026-10-08
Golden State Wealth Management, LLC
451$45.3K0.0%ETFMediumSanta Ana, CA2026-11-02
CX Institutional
405$410.0%CoreMediumAuburn, IN2026-10-02
Compass Financial Management LLC
365$36.6K0.0%CoreN/ATampa, FL2026-10-30
Capital Investment Counsel, Inc
345$34.6K0.0%GrowthVery LowRaleigh, NC2026-10-20
Provenance Wealth Advisors, LLC
343$34.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Wealth Management Group, LLC
289$29.0K0.0%ETFLowPrinceton, NJ2026-10-19
Spire Wealth Management
210$21.1K0.0%GrowthMediumMclean, VA2026-10-30
Eastern Bank
207$20.8K0.0%GrowthMediumBoston, MA2026-10-05
Ares Financial Consulting, LLC
195$19.5K0.0%CoreLowCalabasas, CA2026-10-19
Kingdom Financial Group Llc.
193$19.3K0.0%ETFMediumPeoria, AZ2026-11-04
Plante Moran Financial Advisors, LLC
163$16.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Wilmington Savings Fund Society, FSB
158$15.9K0.0%CoreLowWilmington, DE2026-10-23
Asset Dedication, LLC
152$15.3K0.0%ETFLowSan Francisco, CA2026-11-03
Nfsg Corp
133$13.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
James T. Borello RIA
126$12.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Abound Wealth Management
126$12.6K0.0%ETFVery LowFranklin, TN2026-10-26
IFP Advisors, Inc
112$11.2K0.0%GrowthLowTampa, FL2026-10-16
Capital Investment Advisory Services, LLC
110$11.2K0.0%CoreMediumRaleigh, NC2026-10-30
Strengthening Families & Communities, LLC
108$10.9K0.0%CoreMediumBoston, MA2026-10-21
Root Financial Partners, LLC
107$10.7K0.0%ETFMediumEncinitas, CA2026-10-21
Center for Financial Planning, Inc.
79$7.9K0.0%ETFLowSouthfied, MI2026-10-26
Breakwater Investment Management
73$7.3K0.0%ETFLowSeattle, WA2026-10-20
Harbor Investment Advisory, LLC
64$6.4K0.0%GrowthLowLutherville, MD2026-10-13
AlphaCore Capital LLC
55$5.5K0.0%ETFLowLa Jolla, CA2026-11-04
Cape Investment Advisory, Inc.
46$4.6K0.0%ETFLowMcdonough, GA2026-10-13
Inspire Investing, LLC
41$4.1K0.0%GARPHighMeridian, ID2026-10-22
CoreCap Advisors, LLC
40$4.0K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
40$4.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Laurel Wealth Advisors LLC
37$3.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Buck Wealth Strategies, LLC
36$3.6K0.0%ValueMediumDenver, CO2026-10-28
Oakworth Capital, Inc.
20$2.0K0.0%ETFLowBirmingham, AL2026-10-26
Parallel Advisors, LLC
17$1.7K0.0%IndexLowSan Francisco, CA2026-11-03
Team Financial Group, LLC
16$1.6K0.0%ETFLowTemecula, CA2026-10-30
Foresight Capital Management Advisors, Inc.
14$1.4K0.0%CoreMediumSaline, MI2026-10-27
Affinity Wealth LLC
13$1.4K0.0%ETFHighCanton, OH2026-11-03
Eukles Asset Management
12$1.2K0.0%CoreLowCincinnati, OH2026-11-04
EverSource Wealth Advisors, LLC
12$1.2K0.0%CoreMediumBirmingham, AL2026-11-04
Granite FO LLC
10$1.0K0.0%GARPVery LowGilford, NH2026-10-14
Dhjj Financial Advisors, Ltd.
9$9040.0%ETFVery LowNaperville, IL2026-10-23
Livelsberger Financial Advisory
5$5020.0%YieldVery LowAshland, OH2026-10-28
Cullen T Bankers, Inc.
1$1010.0%GrowthLowSan Antonio, TX2026-10-28