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Who Owns JPMorgan BetaBuilders U.S. Aggregate Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan BetaBuilders U.S. Aggregate Bond ETF.

Who crossed 5% of BBAG →
Managers holding
4
as of 2026-09-30
Reported value
$11.7M
summed across filings
Shares held
268.7K
Added vs trimmed
1 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCBETABUILDERS US217.9K shtrimmed$9.5M
Legacy Private Trust Co.BETABUILDERS US26K shtrimmed$1.1M
Rosenberg Matthew HamiltonETF23.9K shadded$1M
Farther Finance Advisors, LLCETF780 shtrimmed$34.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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