Public ownership evidence

JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) Ownership Disclosures

Read BBSC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan BetaBuilders U.S. Small Cap Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MLG Wealth Management DBA Pine Grove Financial Group
Report period
2025-12-31
Available
2026-08-26
Reported shares
5,909
Value (USD)
$439,157
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000782
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BBSC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BBSC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-265,909$439,157None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,287$669,275None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,274$759,962None
FLOW TRADERS U.S. LLC2026-06-302026-08-1513,250$1,217,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,278$301,084None
Financial Engines Advisors L.L.C.2026-06-302026-08-1521,534$1,977,898None
CITADEL ADVISORS LLC2026-06-302026-08-159,731$893,792None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14892$81,930None
UBS Group AG2026-06-302026-08-14407$37,383None
MORGAN STANLEY2026-06-302026-08-141$123None
MORGAN STANLEY2026-06-302026-08-149,003$826,926None
FMR LLC2026-06-302026-08-14134$12,313None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,216$111,690None
JPMORGAN CHASE & CO2026-06-302026-08-13968$88,280None
JPMORGAN CHASE & CO2026-06-302026-08-135,351,268$488,025,474None
JPMORGAN CHASE & CO2026-06-302026-08-1338,607$3,520,969None
JPMORGAN CHASE & CO2026-06-302026-08-13324,839$29,624,700None
Legacy Edge Advisors, LLC2026-06-302026-08-122,979$273,621None
Triad Wealth Partners, LLC2026-06-302026-08-114,329$393,346None
Perigon Wealth Management, LLC2026-06-302026-08-086,183$567,930None
LPL Financial LLC2026-06-302026-08-0875,865$6,968,227None
SUTTON PLACE INVESTORS LLC2026-06-302026-08-072,552$234,401None
Geneos Wealth Management Inc.2026-06-302026-08-07545$50,058None
Global Retirement Partners, LLC2026-06-302026-08-0720$1,837None
IAG Wealth Partners, LLC2026-06-302026-08-0768,553$6,296,607None
Janney Montgomery Scott LLC2026-06-302026-08-06118,259$10,862,000None
Ascent Group, LLC2026-06-302026-08-042,501$229,717None
MGO ONE SEVEN LLC2026-06-302026-08-014,067$373,555None
Elevation Wealth Management LLC2026-06-302026-07-301,038$95,340None
Elevation Wealth Management LLC2026-06-302026-07-301,826$167,722None
Key Financial Inc2026-06-302026-07-25692$63,560None
LGT Financial Advisors LLC2026-06-302026-07-2593$8,518None
IFP Advisors, Inc2026-06-302026-07-2191$8,358None
Farther Finance Advisors, LLC2026-06-302026-07-1840$3,648None
Spire Wealth Management2026-06-302026-07-1610$919None

90-day public filing window, up to 50 source positions.

MLG Wealth Management DBA Pine Grove Financial Group ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Financial Engines Advisors L.L.C. ↗CITADEL ADVISORS LLC ↗Steward Partners Investment Advisory, LLC ↗UBS Group AG ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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