Who owns BETA
Which tracked institutional funds hold BETA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BETA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BETA is one-sided between 2026-Q1 and 2026-Q2: 69 added or opened and 20 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BETA’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BETA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 180 tracked filers holding BETA, 130 increased or opened the position and 52 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BETA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Empire Life Investments Inc.$22M
- NORGES BANK$21M
- AQR CAPITAL MANAGEMENT LLC$7M
- SEGALL BRYANT & HAMILL, LLC$6M
- Aureus Asset Management, LLC$2M
- Squarepoint Ops LLC$2M
Full exits 12
- T. Rowe Price Investment Management, Inc.$32M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3M
- TWO SIGMA INVESTMENTS, LP$3M
- LMR Partners LLP$3M
- AXIOM INVESTORS LLC /DE$2M
- Cinctive Capital Management LP$2M
Largest adds
- FMR LLC$80M
- General Electric Co$42M
- TPG GP A, LLC$34M
- AMAZON COM INC$24M
- MILLENNIUM MANAGEMENT LLC$16M
- STATE STREET CORP$12M
Largest trims
- ADAGE CAPITAL PARTNERS GP, L.L.C.$12M
- FEDERATED HERMES, INC.$12M
- Ghisallo Capital Management LLC$2M
- Jump Financial, LLC$1M
- GILDER GAGNON HOWE & CO LLC$1M
- BARCLAYS PLC$747K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 33,338,140 | $558M | 29.8% | 2026-Q2 |
| General Electric Co | 20,310,407 | $340M | 18.2% | 2026-Q2 |
| TPG GP A, LLC | 16,395,435 | $275M | 14.7% | 2026-Q2 |
| AMAZON COM INC | 11,753,896 | $197M | 10.5% | 2026-Q2 |
| BlackRock, Inc. added | 2,930,242 | $49M | 2.6% | 2026-Q2 |
| STATE STREET CORP added | 2,576,444 | $43M | 2.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,895,677 | $32M | 1.7% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 1,892,275 | $32M | 1.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,820,798 | $30M | 1.6% | 2026-Q2 |
| Empire Life Investments Inc. new | 1,337,839 | $22M | 1.2% | 2026-Q2 |
| NORGES BANK trimmed | 1,249,598 | $21M | 1.1% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC added | 1,028,200 | $17M | 0.9% | 2026-Q2 |
| Liberty Street Advisors, Inc. | 999,202 | $17M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 971,297 | $16M | 0.9% | 2026-Q2 |
| Clearbridge Investments, LLC added | 890,249 | $15M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 872,324 | $15M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 795,558 | $13M | 0.7% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 672,505 | $11M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 562,634 | $9M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 478,671 | $8M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 440,151 | $7M | 0.4% | 2026-Q2 |
| UBS Group AG added | 428,900 | $7M | 0.4% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 422,493 | $7M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 416,227 | $7M | 0.4% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 397,816 | $7M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 360,845 | $6M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 329,320 | $6M | 0.3% | 2026-Q2 |
| Marino Management, LLC | 313,992 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 306,997 | $5M | 0.3% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC added | 300,000 | $5M | 0.3% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 263,765 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 258,109 | $4M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 225,000 | $4M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP | 225,000 | $4M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 220,726 | $4M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. | 177,867 | $3M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 171,772 | $3M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 166,153 | $3M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 164,883 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 161,119 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 151,878 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 135,874 | $2M | 0.1% | 2026-Q2 |
| Aureus Asset Management, LLC new | 131,594 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 124,800 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC new | 122,080 | $2M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP added | 118,364 | $2M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 118,148 | $2M | 0.1% | 2026-Q2 |
| Trexquant Investment LP new | 116,150 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank new | 108,800 | $2M | 0.1% | 2026-Q2 |
| Corps Capital Advisors, LLC added | 101,752 | $2M | 0.1% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 100,000 | $2M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC new | 98,240 | $2M | 0.1% | 2026-Q2 |
| SORA INVESTORS LLC new | 86,000 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 80,131 | $1M | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd trimmed | 77,550 | $1M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 76,300 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 62,015 | $1M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 59,700 | $1,000K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 57,952 | $971K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 54,926 | $920K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 48,692 | $816K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 48,690 | $716K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,585 | $814K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 47,129 | $789K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 44,597 | $747K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 44,549 | $746K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 43,749 | $733K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 42,634 | $714K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 38,585 | $646K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 38,063 | $638K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 37,788 | $634K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 37,680 | $631K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 36,464 | $611K | 0.0% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 35,650 | $597K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 34,486 | $578K | 0.0% | 2026-Q2 |
| Jump Financial, LLC trimmed | 34,323 | $575K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC new | 33,345 | $559K | 0.0% | 2026-Q2 |
| Composition Wealth, LLC new | 32,474 | $544K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 32,291 | $541K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 32,184 | $539K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 31,364 | $525K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 29,841 | $500K | 0.0% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION | 26,587 | $445K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 26,533 | $444K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 26,132 | $438K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC new | 25,683 | $430K | 0.0% | 2026-Q2 |
| Woodline Partners LP trimmed | 25,000 | $419K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 24,808 | $416K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 24,679 | $413K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 23,300 | $390K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 21,827 | $366K | 0.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 21,426 | $359K | 0.0% | 2026-Q2 |
| Green Alpha Advisors, LLC added | 21,346 | $358K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC | 18,643 | $312K | 0.0% | 2026-Q2 |
| SummitTX Capital, L.P. new | 18,362 | $308K | 0.0% | 2026-Q2 |
| Wealthfront Advisers LLC added | 17,958 | $301K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 17,170 | $288K | 0.0% | 2026-Q2 |
| Renaissance Capital LLC added | 16,871 | $283K | 0.0% | 2026-Q2 |
| State of Wyoming new | 16,437 | $275K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 15,415 | $273K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.