JPM Betabuilders US Mid Cap (BBMC)

CUSIP: 46641Q340 | NYSE | 127 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

LPL Financial LLC58,160

0.0% of portfolio$7.0M

ACT Advisors, Llc.12,033

0.5% of portfolio$1.4M

IAG Wealth Partners, LLC7,473

0.1% of portfolio$899.8K

MLG Wealth Management DBA Pine Grove Financial Group6,889

0.1% of portfolio$829.5K

Gradient Investments LLC5,809

0.0% of portfolio$699.5K

Elevation Wealth Management LLC4,777

0.4% of portfolio$575.2K

Archer Investment Corp4,578

0.1% of portfolio$551.2K

Triad Wealth Partners, LLC3,920

0.0% of portfolio$472.0K

MN Wealth Advisors, LLC3,344

0.2% of portfolio$402.7K

Sutton Place Investors LLC3,340

0.2% of portfolio$402.2K

Ascent Group, LLC3,136

0.0% of portfolio$377.6K

Merited Wealth, LLC2,937

0.2% of portfolio$353.6K

Thrive Wealth Management, LLC2,508

0.0% of portfolio$302.0K

Windsor Capital Management, LLC2,199

0.1% of portfolio$264.8K

IFP Advisors, Inc182

0.0% of portfolio$21.9K

Assetmark, Inc146

0.0% of portfolio$17.6K

GGM Financial LLC118

0.0% of portfolio$14.2K

Farther Finance Advisors, LLC84

0.0% of portfolio$10.1K

Rossby Financial, LCC29

0.0% of portfolio$3.5K

Angeles Wealth Management, LLC14

0.0% of portfolio$1.7K

Spire Wealth Management13

0.0% of portfolio$1.6K

Ascentis Independent Advisors2

0.0% of portfolio$240

				Style	Turnover	Location	Filed
LPL Financial LLC	58,160	$7.0M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
ACT Advisors, Llc.	12,033	$1.4M	0.5%	ETF	Medium	Asheville, NC	2026-10-15
IAG Wealth Partners, LLC	7,473	$899.8K	0.1%	ETF	Low	Waukesha, WI	2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group	6,889	$829.5K	0.1%	ETF	Medium	Woodbury, MN	2026-10-13
Gradient Investments LLC	5,809	$699.5K	0.0%	Core	Medium	Arden Hills, MN	2026-10-08
Elevation Wealth Management LLC	4,777	$575.2K	0.4%	Agg Growth	Low	Eden Prairie, MN	2026-11-02
Archer Investment Corp	4,578	$551.2K	0.1%	Core	Medium	Carmel, IN	2026-11-05
Triad Wealth Partners, LLC	3,920	$472.0K	0.0%	ETF	Medium	Lawrence, KS	2026-10-26
MN Wealth Advisors, LLC	3,344	$402.7K	0.2%	ETF	Medium	Overland Park, KS	2026-10-23
Sutton Place Investors LLC	3,340	$402.2K	0.2%	ETF	Low	Armonk, NY	2026-10-20
Ascent Group, LLC	3,136	$377.6K	0.0%	Core	Low	Virginia Beach, VA	2026-10-30
Merited Wealth, LLC	2,937	$353.6K	0.2%	ETF	Medium	North Bay Village, FL	2026-10-13
Thrive Wealth Management, LLC	2,508	$302.0K	0.0%	ETF	Very Low	Audubon, PA	2026-10-13
Windsor Capital Management, LLC	2,199	$264.8K	0.1%	ETF	Very Low	Phoenix, AZ	2026-10-13
IFP Advisors, Inc	182	$21.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Assetmark, Inc	146	$17.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
GGM Financial LLC	118	$14.2K	0.0%	ETF	Medium	Columbus, OH	2026-11-05
Farther Finance Advisors, LLC	84	$10.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Rossby Financial, LCC	29	$3.5K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Angeles Wealth Management, LLC	14	$1.7K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Spire Wealth Management	13	$1.6K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Ascentis Independent Advisors	2	$240	0.0%	ETF	Low	Dallas, TX	2026-11-03