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JPM Betabldrs Msci US REIT (BBRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
University of Texas S AM Investment Management Co
DECREASED
Shares2,124,541 from 2,396,228
Change-271,687 (-11%)
Value$211.7M (-$45.3M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares149,206 from 146,193
Change+3,013 (+2%)
Value$14.9M (-$813.7K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
DECREASED
Shares4,822 from 5,910
Change-1,088 (-18%)
Value$480.5K (-$153.5K)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
DECREASED
Shares4,135 from 4,186
Change-51 (-1%)
Value$412.1K (-$36.9K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
NEW
Shares3,122
Change+3,122
Value$311.1K
Filed 2026-11-02
Endowment Wealth Management, Inc.
NEW
Shares2,228
Change+2,228
Value$222.0K
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares1,699 from 2,131
Change-432 (-20%)
Value$169.3K (-$59.2K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares667 from 612
Change+55 (+9%)
Value$66.5K (+$818)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$61.9K (-$4.7K)
Filed 2026-10-02
GK Wealth Management LLC
NEW
Shares200
Change+200
Value$19.9K
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$14.0K (-$1.1K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares129
Change+129
Value$12.9K
Filed 2026-10-21
Horizon Financial Services, LLC
NEW
Shares99
Change+99
Value$9.9K
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.0K (-$381)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.6K (-$235)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.1K (-$160)
Filed 2026-10-22
Assetmark, Inc
NEW
Shares18
Change+18
Value$1.8K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares0
Change0
Value$32
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$16.9K)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 4,232,900
Change-4,232,900 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,236,240
Change-1,236,240 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 489,700
Change-489,700 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 427,282
Change-427,282 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 383,317
Change-383,317 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 368,677
Change-368,677 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 299,734
Change-299,734 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 282,332
Change-282,332 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 145,917
Change-145,917 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 135,484
Change-135,484 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,907
Change-26,907 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 26,825
Change-26,825 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,887
Change-23,887 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,883
Change-9,883 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 925
Change-925 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 811
Change-811 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 620
Change-620 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 163
Change-163 (-100%)
Value—
FMR LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
University of Texas S AM Investment Management Co
DECREASED2,124,5412,396,228-271,687-11%$257.0M$211.7M-$45.3M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED149,206146,193+3,013+2%$15.7M$14.9M-$813.7K2026-10-16
IFC & Insurance Marketing, Inc.
DECREASED4,8225,910-1,088-18%$634.0K$480.5K-$153.5K2026-10-16
Peterson Wealth Advisors, LLC
DECREASED4,1354,186-51-1%$449.0K$412.1K-$36.9K2026-10-08
Commonwealth Equity Services, LLC
NEW3,122—+3,122——$311.1K—2026-11-02
Endowment Wealth Management, Inc.
NEW2,228—+2,228——$222.0K—2026-11-03
Farther Finance Advisors, LLC
DECREASED1,6992,131-432-20%$228.5K$169.3K-$59.2K2026-10-08
Fifth Third Bancorp
INCREASED667612+55+9%$65.6K$66.5K+$8182026-11-05
Versant Capital Management, Inc
UNCHANGED62162100%$66.6K$61.9K-$4.7K2026-10-02
GK Wealth Management LLC
NEW200—+200——$19.9K—2026-10-09
Private Trust Co NA
UNCHANGED14014000%$15.0K$14.0K-$1.1K2026-10-20
Root Financial Partners, LLC
NEW129—+129——$12.9K—2026-10-21
Horizon Financial Services, LLC
NEW99—+99——$9.9K—2026-11-04
Investors Research Corp
UNCHANGED505000%$5.4K$5.0K-$3812026-10-07
Allspring Global Investments Holdings, LLC
UNCHANGED262600%$2.8K$2.6K-$2352026-11-04
SBI Securities Co., Ltd.
UNCHANGED212100%$2.3K$2.1K-$1602026-10-22
Assetmark, Inc
NEW18—+18——$1.8K—2026-10-21
Latitude Advisors, LLC
NEW0—0——$32—2026-10-27
Plante Moran Financial Advisors, LLC
CLOSED0158-158-100%$16.9K$0-$16.9K2026-11-04
JPMorgan Chase & Co
N/A—4,232,900-4,232,900-100%$461.8M———
Charles Schwab Investment Management Inc
N/A—1,236,240-1,236,240-100%$132.6M———
Alaska Permanent Capital Management, LLC
N/A—489,700-489,700-100%$52.6M———
Global Endowment Management, LP
N/A—427,282-427,282-100%$45.8M———
HighTower Advisors, LLC
N/A—383,317-383,317-100%$41.1M———
Bank of America Corp
N/A—368,677-368,677-100%$39.5M———
Bleakley Financial Group, LLC
N/A—299,734-299,734-100%$32.2M———
Alaska Wealth Advisors, LLC
N/A—282,332-282,332-100%$30.3M———
Morgan Stanley
N/A—145,917-145,917-100%$15.7M———
Northwestern Mutual Wealth Management Co
N/A—135,484-135,484-100%$14.5M———
Ameriprise Financial Inc
N/A—26,907-26,907-100%$2.9M———
LPL Financial LLC
N/A—26,825-26,825-100%$2.9M———
Goldman Sachs Group Inc
N/A—23,887-23,887-100%$2.6M———
UBS Group AG
N/A—9,883-9,883-100%$1.1M———
Private Advisor Group, LLC
N/A—8,440-8,440-100%$905.3K———
Raymond James Financial Inc
N/A—8,157-8,157-100%$875.0K———
D. E. Shaw & Co., Inc.
N/A—4,987-4,987-100%$535.0K———
Citadel Advisors LLC
N/A—4,387-4,387-100%$470.6K———
Gladstone Institutional Advisory LLC
N/A—3,175-3,175-100%$340.6K———
Mercer Global Advisors Inc
N/A—2,431-2,431-100%$260.7K———
Susquehanna International Group, LLP
N/A—2,072-2,072-100%$222.3K———
MML Investors Services, LLC
N/A—2,061-2,061-100%$221.1K———
Financial Engines Advisors L.L.C.
N/A—2,001-2,001-100%$214.6K———
Osaic Holdings, Inc.
N/A—1,550-1,550-100%$166.6K———
Tower Research Capital LLC (TRC)
N/A—1,099-1,099-100%$117.9K———
Kerr Financial Planning Corp
N/A—925-925-100%$99.2K———
Royal Bank of Canada
N/A—811-811-100%$87.0K———
Aptus Capital Advisors, LLC
N/A—758-758-100%$81.3K———
Rockefeller Capital Management L.P.
N/A—620-620-100%$66.5K———
Colonial Trust Co / SC
N/A—286-286-100%$31.2K———
Harbour Investments, Inc.
N/A—189-189-100%$20.3K———
Qube Research & Technologies Ltd
N/A—163-163-100%$17.5K———
FMR LLC
N/A—160-160-100%$17.1K———
NewEdge Advisors, LLC
N/A—150-150-100%$16.1K———
Founders Financial Alliance, LLC
N/A—146-146-100%$15.7K———
Steward Partners Investment Advisory, LLC
N/A—119-119-100%$12.8K———
Smartleaf Asset Management LLC
N/A—62-62-100%$6.8K———
Ameriflex Group, Inc.
N/A—34-34-100%$3.6K———
IAG Wealth Partners, LLC
N/A—32-32-100%$3.4K———
Blair William & Co
N/A—30-30-100%$3.2K———
Jones Financial Companies Lllp
N/A—7-7-100%$765———
Showing 60 of 60 institutions