Public ownership evidence

JPMorgan BetaBuilders U.S. Equity ETF (BBUS) Ownership Disclosures

Read BBUS 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. Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
20,153
Value (USD)
$2,033,275
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 0001464811-26-000009
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 BBUS fundamentals

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

Read BBUS 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2920,153$2,033,275None
Legacy Edge Advisors, LLC2025-09-302026-08-2717,631$2,127,356None
Brown Financial Advisors2026-06-302026-08-274,046$545,077None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2684,409$10,408,474None
Archer Investment Corp2026-06-302026-08-202,691$362,532None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,693$362,801None
Orion Capital Management LLC2026-06-302026-08-191,075$144,824None
Legacy Edge Advisors, LLC2025-06-302026-08-182,722$304,646None
Transamerica Financial Advisors, LLC2026-06-302026-08-18982$132,299None
Equitable Holdings, Inc.2026-06-302026-08-1870,693$9,523,689None
Hopwood Nicholas Hunter2026-06-302026-08-15130,148$17,533,506None
Hopwood Nicholas Hunter2026-03-312026-08-15121,849$14,278,259None
Hopwood Nicholas Hunter2025-12-312026-08-15111,853$13,792,560None
Sequent Planning LLC2026-06-302026-08-156,108$822,870None
Tripletail Wealth Management, LLC2026-06-302026-08-158,279$1,112,035None
Frederick Financial Consultants, LLC2026-06-302026-08-151,684$226,868None
Synergy Investment Management, LLC2026-06-302026-08-15181$24,384None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1550$6,736None
Mutual Advisors, LLC2026-06-302026-08-154,713$634,935None
KINTRA WEALTH, LLC2026-06-302026-08-1514,778$2,074,844None
XTX Topco Ltd2026-06-302026-08-1520,352$2,741,821None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-152,151$289,783None
Qube Research & Technologies Ltd2026-06-302026-08-15690$92,957None
IFG Advisory, LLC2026-06-302026-08-15121,695$16,394,731None
OSAIC HOLDINGS, INC.2026-06-302026-08-1545,464$6,124,953None
OSAIC HOLDINGS, INC.2026-06-302026-08-15415,871$56,033,682None
Betterment LLC2026-06-302026-08-152,635$355,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-159,856$1,327,849None
HRT FINANCIAL LP2026-06-302026-08-1535,811$4,824,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-159,377$1,263,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,952$1,340,733None
Merited Wealth, LLC2026-06-302026-08-1522,936$3,089,938None
&PARTNERS2026-06-302026-08-152,243$302,186None
Thrivent Financial for Lutherans2026-06-302026-08-1527,088$3,649,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15497$66,956None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15181,817$24,491,577None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-151,796,203$241,984,468None
ROYAL BANK OF CANADA2026-06-302026-08-154,161$561,000None
ROYAL BANK OF CANADA2026-06-302026-08-1582,934$11,173,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,943$262,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-155,642$760,260None
NBH Bank2026-06-302026-08-1533$4,446None
IHT Wealth Management, LLC2026-06-302026-08-1512,298$1,656,786None
World Investment Advisors2026-06-302026-08-157,081$882,354None
Norinchukin Bank, The2026-06-302026-08-152,459,000$331,276,480None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1521,355$2,876,946None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1534,134$4,598,593None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15558,088$75,185,610None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,346$316,053None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,022$407,124None

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

B. Riley Wealth Advisors, Inc. ↗Legacy Edge Advisors, LLC ↗Brown Financial Advisors ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Archer Investment Corp ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Legacy Edge Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.