Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LPL Financial’s
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
Stock Holding History
LPL Financial’s Portfolio
BBSC Stock Details
BBSC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.72M
Buy
76,226
+16,297
+27%
+$1.26M
﹤0.01%
2506
2025
Q4
$4.45M
Buy
59,929
+2,472
+4%
+$185K
﹤0.01%
2629
2025
Q3
$4.26M
Buy
57,457
+2,046
+4%
+$144K
﹤0.01%
2615
2025
Q2
$3.66M
Buy
55,411
+188
+0.3%
+$11.5K
﹤0.01%
2564
2025
Q1
$3.34M
Buy
55,223
+5,690
+11%
+$378K
﹤0.01%
2474
2024
Q4
$3.37M
Buy
49,533
+3,241
+7%
+$227K
﹤0.01%
2404
2024
Q3
$3.12M
Buy
46,292
+12,685
+38%
+$821K
﹤0.01%
2338
2024
Q2
$2.05M
Buy
33,607
+25,207
+300%
+$1.53M
﹤0.01%
2575
2024
Q1
$528K
Sell
8,400
-166,011
-95%
-$10M
﹤0.01%
3737
2023
Q4
$10.7M
Buy
174,411
+13,172
+8%
+$714K
0.01%
1206
2023
Q3
$8.61M
Buy
161,239
+156,903
+3,619%
+$8.96M
0.01%
1253
2023
Q2
$246K
Buy
+4,336
New
+$235K
﹤0.01%
4003
Other funds holding BBSC
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
IWP
IAG Wealth Partners
Waukesha, Wisconsin
$896M AUM
15.29%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
PWM
Perigon Wealth Management
San Francisco, California
$5.51B AUM
24.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close