JPM Betabldrs Msci US REIT (BBRE)

CUSIP: 46641Q738 | NYSE | 157 institutional holders

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Institutional Holders — Q3 2026

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University of Texas S AM Investment Management Co2,124,541

26.5% of portfolio$211.7M

Concurrent Investment Advisors, LLC149,206

0.1% of portfolio$14.9M

IFC & Insurance Marketing, Inc.4,822

0.4% of portfolio$480.5K

Peterson Wealth Advisors, LLC4,135

0.0% of portfolio$412.1K

Commonwealth Equity Services, LLC3,122

0.0% of portfolio$311.1K

Endowment Wealth Management, Inc.2,228

0.1% of portfolio$222.0K

Farther Finance Advisors, LLC1,699

0.0% of portfolio$169.3K

Versant Capital Management, Inc621

0.0% of portfolio$61.9K

GK Wealth Management LLC200

0.0% of portfolio$19.9K

Private Trust Co NA140

0.0% of portfolio$14.0K

Root Financial Partners, LLC129

0.0% of portfolio$12.9K

Horizon Financial Services, LLC99

0.0% of portfolio$9.9K

Investors Research Corp50

0.0% of portfolio$5.0K

Allspring Global Investments Holdings, LLC26

0.0% of portfolio$2.6K

SBI Securities Co., Ltd.21

0.0% of portfolio$2.1K

Assetmark, Inc18

0.0% of portfolio$1.8K

Latitude Advisors, LLC0

0.0% of portfolio$32

				Style	Turnover	Location	Filed
University of Texas S AM Investment Management Co	2,124,541	$211.7M	26.5%	Core	High	Austin, TX	2026-11-03
Concurrent Investment Advisors, LLC	149,206	$14.9M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
IFC & Insurance Marketing, Inc.	4,822	$480.5K	0.4%	ETF	High	Auburn, CA	2026-10-16
Peterson Wealth Advisors, LLC	4,135	$412.1K	0.0%	ETF	Low	Orem, UT	2026-10-08
Commonwealth Equity Services, LLC	3,122	$311.1K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Endowment Wealth Management, Inc.	2,228	$222.0K	0.1%	ETF	Medium	Appleton, WI	2026-11-03
Farther Finance Advisors, LLC	1,699	$169.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Versant Capital Management, Inc	621	$61.9K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
GK Wealth Management LLC	200	$19.9K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Private Trust Co NA	140	$14.0K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Root Financial Partners, LLC	129	$12.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Horizon Financial Services, LLC	99	$9.9K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Investors Research Corp	50	$5.0K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Allspring Global Investments Holdings, LLC	26	$2.6K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
SBI Securities Co., Ltd.	21	$2.1K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Assetmark, Inc	18	$1.8K	0.0%	ETF	Low	Concord, CA	2026-10-21
Latitude Advisors, LLC	0	$32	0.0%	ETF	Low	Yorkville, IL	2026-10-27