Stock Analysis
Data Source: SEC EDGAR 13F
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J P Morgan Exchange Traded F (BBRE)

55 + Investors. Track Smart Money conviction in BBRE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — BBRE

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
55 hedge funds hold BBRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BBRE is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

30 buying23 selling
Last quarter: 30 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 16% medium 25% new
32 out of 55 hedge funds have held BBRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +121% but shares only +96% — price-driven

Value
+121%
Shares
+95%
Last quarter: the total dollar value of institutional holdings rose +121%, but actual share count only changed +96%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

11 → 8 → 9 → 10 → 11 new funds/Q
New funds entering each quarter: 8 → 9 → 10 → 11. A growing number of institutions are discovering BBRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

60% veterans 11% 1-2yr 29% new
Entry-cohort mix of 55 holders: 33 (60%) are 2+ year veterans, 6 entered 1–2 years ago, and 16 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
14 of 55 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BBRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBRE

In 2026 Q2, 30 hedge funds were net buyers of BBRE (11 opened a new position, 19 added to an existing one), while 23 reduced or exited (12 trimmed, 11 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 58% of total institutional value in BBRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 55.

Hedge Fund Ownership: BBRE

How many hedge funds hold BBRE — quarterly history vs. share price
Quarterly hedge fund ownership of BBRE vs. share price

Market Analysis: BBRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBRE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BBRE
55 + Investors

Track Smart Money conviction in BBRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 55 -
13F Shares 11M 5M 95.53%
Total Value $1.16B $524M 120.95%
New Positions 11 10 +1
Increased Positions 19 14 +5
Closed Positions 11 10 +1
Reduced Positions 12 17 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBRE

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Institutional Holders (2026 Q2)

55 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BBRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 University of Texas/Texas AM Investment Management Co 29.78% 2,396,228 $257.0M
2 Global Endowment Management, LP 4.65% 427,282 $45.8M
3 Alaska Permanent Capital Management, LLC 3.43% 489,700 $52.6M
4 Alaska Wealth Advisors, LLC 3.28% 282,332 $30.3M
5 IFC & Insurance Marketing, Inc. 0.56% 5,910 $634K
6 Bleakley Financial Group, LLC 0.41% 299,734 $32.2M
7 Concurrent Investment Advisors, LLC 0.13% 146,193 $15.7M
8 KERR FINANCIAL PLANNING Corp 0.11% 925 $99K
9 Peterson Wealth Advisors, LLC 0.05% 4,186 $449K
10 HighTower Advisors, LLC 0.04% 383,317 $41.1M
11 Jpmorgan Chase & Co 0.03% 4,232,900 $461.8M
12 Gladstone Institutional Advisory LLC 0.01% 3,175 $341K
13 Northwestern Mutual Wealth Management Co 0.01% 135,484 $14.5M
14 Versant Capital Management, Inc 0.01% 621 $67K
15 Private Advisor Group, LLC 0.00% 8,440 $905K
16 Colonial Trust Co / SC 0.00% 286 $31K
17 Corient Private Wealth LP 0.00% 25,387 $2.7M
18 Tower Research Capital LLC (TRC) 0.00% 1,099 $118K
19 Bank of America Corp /de/ 0.00% 368,677 $39.5M
20 Founders Financial Alliance, LLC 0.00% 146 $16K
21 Farther Finance Advisors, LLC 0.00% 2,131 $229K
22 Ameriflex Group, INC. 0.00% 34 $4K
23 Private Trust Co NA 0.00% 140 $15K
24 Investors Research Corp 0.00% 50 $5K
25 Morgan Stanley 0.00% 145,917 $15.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (BBRE)

What does the Smart Money Trend signal show for BBRE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BBRE?

Slight buying edge — 57% buying: Last quarter: 30 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBRE holders?

Elite ownership — 58% AUM from top-100 funds: 14 of 55 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BBRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBRE?

58% of holders stayed for 2+ years: 32 out of 55 hedge funds have held BBRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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