Funds holding JPMorgan BetaBuilders MSCI US REIT ETF
1 fund declares a position · 0 ETFs and 1 other funds · 386.1K $ · US46641Q7381
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,035 | 386.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
Institutional managers
56 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | 4,391,336 | 414.3M $ | as of Mar 31, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 2,606,805 | 249.4M $ | as of Mar 31, 2026 |
| Alaska Permanent Capital Management, LLC | 506,997 | 48.5M $ | as of Mar 31, 2026 |
| Global Endowment Management, LP | 436,557 | 41.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 391,722 | 37.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 371,144 | 35.5M $ | as of Mar 31, 2026 |
| Alaska Wealth Advisors, LLC | 286,209 | 27.4M $ | as of Mar 31, 2026 |
| Bleakley Financial Group, LLC | 282,087 | 27M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 140,215 | 13.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 129,363 | 12.4M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 125,880 | 12M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 45,400 | 4.3M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,885 | 2.7M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 27,542 | 2.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 17,756 | 1.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 17,587 | 1.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 16,185 | 1.5M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 6,469 | 619K $ | as of Mar 31, 2026 |
| IFC & Insurance Marketing, Inc. | 5,884 | 563K $ | as of Mar 31, 2026 |
| Peterson Wealth Advisors, LLC | 4,121 | 394.4K $ | as of Mar 31, 2026 |
| Mutual Advisors, LLC | 3,215 | 307.6K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,137 | 300.2K $ | as of Mar 31, 2026 |
| BAKER BOYER NATIONAL BANK | 3,026 | 289.6K $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,431 | 232.6K $ | as of Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | 2,407 | 230.3K $ | as of Mar 31, 2026 |