16 institutions reported holding $275.0M of JP MORGAN ETF TRUST BETABUILDERS MSCI USREIT ETF (BBRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO ($257.0M), Concurrent Investment Advisors, LLC ($15.7M), Private Advisor Group, LLC ($905,336), IFC & Insurance Marketing, Inc. ($633,966), Gladstone Institutional Advisory LLC ($340,582). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $257.0M | 2.4M | Trimmed |
| 2 | Concurrent Investment Advisors, LLC | $15.7M | 146,193 | Added |
| 3 | Private Advisor Group, LLC | $905,336 | 8,440 | Added |
| 4 | IFC & Insurance Marketing, Inc. | $633,966 | 5,910 | Added |
| 5 | Gladstone Institutional Advisory LLC | $340,582 | 3,175 | Added |
| 6 | Farther Finance Advisors, LLC | $228,549 | 2,131 | Added |
| 7 | KERR FINANCIAL PLANNING Corp | $99,225 | 925 | Hold |
| 8 | Versant Capital Management, Inc | $66,615 | 621 | Hold |
| 9 | Founders Financial Alliance, LLC | $15,661 | 146 | Hold |
| 10 | PRIVATE TRUST CO NA | $15,018 | 140 | Hold |
| 11 | Investors Research Corp | $5,364 | 50 | Hold |
| 12 | SBI Securities Co., Ltd. | $2,253 | 21 | Added |
| 13 | BAKER BOYER NATIONAL BANK | $0 | 0 | Exited |
| 14 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 15 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 16 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30