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JPMorgan Betabuilders US AGG (BBAG)

CUSIP: 46641Q241 | NYSE | 250 institutional holders

Quarters

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

Heck Capital Advisors, LLC255,804
0.6% of portfolio›$11.2M
Apella Capital, LLC217,920
0.1% of portfolio›$9.5M
Kestra Advisory Services, LLC91,563
0.0% of portfolio›$4.0M
Eagle Harbor Asset Management Inc66,487
2.2% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.56,130
0.0% of portfolio›$2.5K
Bailard, Inc.53,785
0.0% of portfolio›$2.4M
Ascent Group, LLC52,301
0.1% of portfolio›$2.3M
Arlington Financial Advisors, LLC48,875
0.3% of portfolio›$2.1M
CGN Advisors LLC46,439
0.2% of portfolio›$2.0M
Ascentis Independent Advisors45,057
0.1% of portfolio›$2.0M
ACT Advisors, Llc.44,313
0.6% of portfolio›$1.9M
Independent Wealth Network Inc.42,072
0.5% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC30,812
0.0% of portfolio›$1.4M
WBH Advisory Inc29,724
0.1% of portfolio›$1.3M
Triad Wealth Partners, LLC29,242
0.1% of portfolio›$1.3M
Legacy Private Trust Co.26,038
0.1% of portfolio›$1.1M
Rosenberg Matthew Hamilton23,920
0.2% of portfolio›$1.0M
Park Avenue Securities LLC23,507
0.0% of portfolio›$1.0K
MLG Wealth Management DBA Pine Grove Financial Group21,946
0.1% of portfolio›$961.8K
Cobblestone Asset Management LLC21,100
0.4% of portfolio›$924.7K
WealthPlan Investment Management, LLC16,645
0.0% of portfolio›$729.5K
Sharkey, Howes & Javer15,411
0.1% of portfolio›$675.4K
Commonwealth Equity Services, LLC13,785
0.0% of portfolio›$604.1K
Avestar Capital, LLC13,404
0.0% of portfolio›$587.4K
Schear Investment Advisers, LLC12,687
0.1% of portfolio›$556.0K
Tempo Wealth, LLC12,687
0.1% of portfolio›$556.0K
Alpha Omega Wealth Management LLC12,190
0.1% of portfolio›$534.2K
IFP Advisors, Inc11,742
0.0% of portfolio›$514.6K
MN Wealth Advisors, LLC10,682
0.2% of portfolio›$468.1K
Elevation Wealth Management LLC9,266
0.3% of portfolio›$406.1K
StoneX Group Inc.8,801
0.0% of portfolio›$386.8K
Sutton Place Investors LLC8,084
0.2% of portfolio›$354.3K
XY Planning Network, Inc.7,732
0.0% of portfolio›$338.9K
WealthPLAN Partners, LLC6,632
0.1% of portfolio›$290.7K
Kelly Financial Group LLC6,435
0.1% of portfolio›$282.0K
Plan Group Financial, LLC6,017
0.1% of portfolio›$265.7K
Ignite Planners, LLC5,883
0.0% of portfolio›$257.8K
Wealth Alliance Advisory Group, LLC5,220
0.0% of portfolio›$228.7K
Ashton Thomas Securities, LLC3,070
0.0% of portfolio›$134.5K
Private Trust Co NA900
0.0% of portfolio›$39.4K
Farther Finance Advisors, LLC780
0.0% of portfolio›$34.2K
Parallel Advisors, LLC573
0.0% of portfolio›$25.1K
Nova Financial LLC237
0.0% of portfolio›$10.4K
Ashton Thomas Private Wealth, LLC200
0.0% of portfolio›$8.8K
Lodestone Wealth Management LLC132
0.0% of portfolio›$5.8K
Spire Wealth Management86
0.0% of portfolio›$3.8K
SBI Securities Co., Ltd.10
0.0% of portfolio›$438
StyleTurnoverLocationFiled
Heck Capital Advisors, LLC
255,804$11.2M0.6%ETFMediumRhinelander, WI2026-10-14
Apella Capital, LLC
217,920$9.5M0.1%ETFVery LowWest Hartford, CT2026-10-08
Kestra Advisory Services, LLC
91,563$4.0M0.0%CoreLowAustin, TX2026-11-02
Eagle Harbor Asset Management Inc
66,487$2.9M2.2%GARPLowSeattle, WA2026-10-21
Cambridge Investment Research Advisors, Inc.
56,130$2.5K0.0%ETFLowFairfield, IA2026-11-02
Bailard, Inc.
53,785$2.4M0.0%GrowthMediumFoster City, CA2026-10-13
Ascent Group, LLC
52,301$2.3M0.1%CoreLowVirginia Beach, VA2026-10-30
Arlington Financial Advisors, LLC
48,875$2.1M0.3%ETFMediumSanta Barbara, CA2026-10-19
CGN Advisors LLC
46,439$2.0M0.2%ETFLowManhattan, KS2026-10-21
Ascentis Independent Advisors
45,057$2.0M0.1%ETFLowDallas, TX2026-11-03
ACT Advisors, Llc.
44,313$1.9M0.6%ETFMediumAsheville, NC2026-10-15
Independent Wealth Network Inc.
42,072$1.8M0.5%ETFMediumUrbandale, IA2026-10-19
Prime Capital Investment Advisors, LLC
30,812$1.4M0.0%ETFLowOverland Park, KS2026-10-20
WBH Advisory Inc
29,724$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Triad Wealth Partners, LLC
29,242$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Legacy Private Trust Co.
26,038$1.1M0.1%ETFLowNeenah, WI2026-10-06
Rosenberg Matthew Hamilton
23,920$1.0M0.2%ETFVery LowGrand Junction, CO2026-10-05
Park Avenue Securities LLC
23,507$1.0K0.0%ETFMediumNew York, NY2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
21,946$961.8K0.1%ETFMediumWoodbury, MN2026-10-13
Cobblestone Asset Management LLC
21,100$924.7K0.4%ETFMediumRichmond, VA2026-10-13
WealthPlan Investment Management, LLC
16,645$729.5K0.0%GrowthMediumOmaha, NE2026-10-15
Sharkey, Howes & Javer
15,411$675.4K0.1%ETFMediumDenver, CO2026-10-22
Commonwealth Equity Services, LLC
13,785$604.1K0.0%ETFLowWaltham, MA2026-11-02
Avestar Capital, LLC
13,404$587.4K0.0%GrowthLowNew York, NY2026-10-28
Schear Investment Advisers, LLC
12,687$556.0K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
12,687$556.0K0.1%Agg GrowthLowIndependence, OH2026-10-14
Alpha Omega Wealth Management LLC
12,190$534.2K0.1%ValueLowRichmond, VA2026-10-23
IFP Advisors, Inc
11,742$514.6K0.0%GrowthLowTampa, FL2026-10-16
MN Wealth Advisors, LLC
10,682$468.1K0.2%ETFMediumOverland Park, KS2026-10-23
Elevation Wealth Management LLC
9,266$406.1K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
StoneX Group Inc.
8,801$386.8K0.0%ETFMediumNew York, NY2026-11-03
Sutton Place Investors LLC
8,084$354.3K0.2%ETFLowArmonk, NY2026-10-20
XY Planning Network, Inc.
7,732$338.9K0.0%ETFLowBozeman, MT2026-10-14
WealthPLAN Partners, LLC
6,632$290.7K0.1%CoreMediumOmaha, NE2026-10-15
Kelly Financial Group LLC
6,435$282.0K0.1%ETFLowWethersfield, CT2026-10-16
Plan Group Financial, LLC
6,017$265.7K0.1%ETFMediumOklahoma City, OK2026-10-22
Ignite Planners, LLC
5,883$257.8K0.0%CoreLowSan Clemente, CA2026-10-14
Wealth Alliance Advisory Group, LLC
5,220$228.7K0.0%CoreLowWichita, KS2026-10-14
Ashton Thomas Securities, LLC
3,070$134.5K0.0%ETFMediumRochester, NY2026-10-26
Private Trust Co NA
900$39.4K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
780$34.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
573$25.1K0.0%IndexLowSan Francisco, CA2026-11-03
Nova Financial LLC
237$10.4K0.0%N/AN/ATucson, AZ2026-11-04
Ashton Thomas Private Wealth, LLC
200$8.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Lodestone Wealth Management LLC
132$5.8K0.0%CoreLowSpokane, WA2026-10-14
Spire Wealth Management
86$3.8K0.0%GrowthMediumMclean, VA2026-10-30
SBI Securities Co., Ltd.
10$4380.0%Agg GrowthLowTokyo, Mexico2026-10-22