We are live on ! Find out more
BBRE icon

JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$375M +$29.7M +324,110 +9%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$238M +$9.66M +105,550 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$50M +$10.6M +116,266 +27%
APCM
4
Alaska Permanent Capital Management
Alaska
$45.2M +$1.37M +14,950 +3%
GEM
5
Global Endowment Management
North Carolina
$35.9M -$6.79M -74,233 -16%
Bank of America
6
Bank of America
North Carolina
$30.5M +$2.5M +27,277 +9%
AWA
7
Alaska Wealth Advisors
Alaska
$22.1M +$774K +8,455 +4%
Morgan Stanley
8
Morgan Stanley
New York
$15.9M -$2.51M -27,374 -14%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.75M +$794K +8,679 +9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$3.89M -$255K -2,786 -6%
UBS Group
11
UBS Group
Switzerland
$3.06M +$3.04M +33,203 New
Goldman Sachs
12
Goldman Sachs
New York
$2.42M -$244K -2,671 -9%
LPL Financial
13
LPL Financial
California
$1.24M -$140K -1,526 -10%
Private Advisor Group
14
Private Advisor Group
New Jersey
$783K -$18.2K -199 -2%
Brinker Capital Investments
15
Brinker Capital Investments
Pennsylvania
$712K +$708K +7,732 New
MA
16
Mutual Advisors
Nebraska
$691K +$674K +7,368 New
Citadel Advisors
17
Citadel Advisors
Florida
$586K -$1.22M -13,340 -68%
PWA
18
Peterson Wealth Advisors
Utah
$437K -$10.9K -119 -2%
Atomi Financial Group
19
Atomi Financial Group
New York
$346K -$11.3K -123 -3%
NFSG
20
Newbridge Financial Services Group
Florida
$346K +$344K +3,759 New
SFM
21
Signet Financial Management
New Jersey
$315K -$123K -1,349 -28%
FWM
22
Fortress Wealth Management
California
$299K -$10.3K -112 -3%
Sigma Planning Corp
23
Sigma Planning Corp
Michigan
$281K +$12.7K +139 +5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$260K +$42.3K +462 +20%
Osaic Holdings
25
Osaic Holdings
Arizona
$225K +$89K +973 +66%
1
2 3