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Institutional Ownership · SEC Form 13F

Who owns BETA (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

146
Institutional holders
107,247,780
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened BETA while 55 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2025-Q4 and 2026-Q1, across 146 tracked filers holding BETA, 95 increased or opened the position and 70 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2025-Q4 and 2026-Q1 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 16

  • VANGUARD CAPITAL MANAGEMENT LLC$21M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$20M
  • MASTERS CAPITAL MANAGEMENT LLC$10M
  • Invesco Ltd.$6M
  • Marino Management, LLC$5M
  • VANGUARD FIDUCIARY TRUST CO$3M

Full exits 19

  • VANGUARD GROUP INC$72M
  • NORGES BANK$41M
  • AMERIPRISE FINANCIAL INC$23M
  • FIL Ltd$13M
  • Balyasny Asset Management L.P.$8M
  • SOROS FUND MANAGEMENT LLC$8M

Largest adds

  • T. Rowe Price Investment Management, Inc.$31M
  • STATE STREET CORP$27M
  • HITE Hedge Asset Management LLC$11M
  • GEODE CAPITAL MANAGEMENT, LLC$2M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$2M
  • MORGAN STANLEY$1M

Largest trims

  • FMR LLC$455M
  • General Electric Co$346M
  • TPG GP A, LLC$222M
  • AMAZON COM INC$159M
  • ALLIANCEBERNSTEIN L.P.$60M
  • BlackRock, Inc.$33M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
FMR LLC trimmed32,554,301$479M26.9%2026-Q1
General Electric Co trimmed20,310,407$299M16.8%2026-Q1
TPG GP A, LLC16,395,435$241M13.6%2026-Q1
AMAZON COM INC11,753,896$173M9.7%2026-Q1
BlackRock, Inc. added2,776,801$41M2.3%2026-Q1
T. Rowe Price Investment Management, Inc. added2,171,855$32M1.8%2026-Q1
STATE STREET CORP added2,101,004$31M1.7%2026-Q1
HITE Hedge Asset Management LLC added1,898,559$28M1.6%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added1,583,594$23M1.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,398,059$21M1.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,348,096$20M1.1%2026-Q1
Liberty Street Advisors, Inc.999,202$15M0.8%2026-Q1
FEDERATED HERMES, INC. trimmed843,713$12M0.7%2026-Q1
CITADEL ADVISORS LLC trimmed833,927$12M0.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added745,190$11M0.6%2026-Q1
Clearbridge Investments, LLC added724,873$11M0.6%2026-Q1
MASTERS CAPITAL MANAGEMENT LLC new700,000$10M0.6%2026-Q1
Invesco Ltd. new441,157$6M0.4%2026-Q1
Granahan Investment Management, LLC trimmed431,958$6M0.4%2026-Q1
MORGAN STANLEY added402,052$6M0.3%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed383,254$6M0.3%2026-Q1
Pictet Asset Management Holding SA trimmed368,870$5M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added348,097$5M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added340,186$5M0.3%2026-Q1
Marino Management, LLC new313,992$5M0.3%2026-Q1
SEVEN GRAND MANAGERS, LLC298,557$4M0.2%2026-Q1
UBS Group AG added270,683$4M0.2%2026-Q1
Ghisallo Capital Management LLC250,000$4M0.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added225,076$3M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed225,000$3M0.2%2026-Q1
Burkehill Global Management, LP225,000$3M0.2%2026-Q1
JPMORGAN CHASE & CO added228,535$3M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added210,987$3M0.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new208,606$3M0.2%2026-Q1
LMR Partners LLP200,968$3M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added199,887$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed185,093$3M0.2%2026-Q1
Alyeska Investment Group, L.P.177,867$3M0.1%2026-Q1
AXIOM INVESTORS LLC /DE added131,445$2M0.1%2026-Q1
Jump Financial, LLC new124,900$2M0.1%2026-Q1
Cinctive Capital Management LP new122,878$2M0.1%2026-Q1
HBK INVESTMENTS L P100,000$1M0.1%2026-Q1
Longaeva Partners L.P. trimmed95,925$1M0.1%2026-Q1
Capricorn Fund Managers Ltd added83,696$1M0.1%2026-Q1
Walleye Capital LLC added82,441$1M0.1%2026-Q1
Bank of New York Mellon Corp new79,032$1M0.1%2026-Q1
Quantinno Capital Management LP new75,840$1M0.1%2026-Q1
TD Asset Management Inc trimmed72,918$1M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added72,200$1M0.1%2026-Q1
Corient Private Wealth LLC new69,968$1M0.1%2026-Q1
BARCLAYS PLC new61,300$901K0.1%2026-Q1
XTX Topco Ltd new60,068$883K0.0%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed52,304$769K0.0%2026-Q1
Woodline Partners LP50,000$735K0.0%2026-Q1
Nuveen, LLC new40,214$591K0.0%2026-Q1
Schonfeld Strategic Advisors LLC trimmed39,720$584K0.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed39,216$577K0.0%2026-Q1
AXQ CAPITAL, LP new38,471$566K0.0%2026-Q1
FIRST FOUNDATION ADVISORS new35,650$524K0.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added34,186$503K0.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed17,780$502K0.0%2026-Q1
RHUMBLINE ADVISERS new30,233$444K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added29,191$429K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS new27,900$410K0.0%2026-Q1
MOODY NATIONAL BANK TRUST DIVISION new26,587$391K0.0%2026-Q1
READYSTATE ASSET MANAGEMENT LP added25,000$368K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added24,405$359K0.0%2026-Q1
DEUTSCHE BANK AG\ new24,364$358K0.0%2026-Q1
CITIGROUP INC new21,701$319K0.0%2026-Q1
Green Alpha Advisors, LLC trimmed21,072$310K0.0%2026-Q1
Quantbot Technologies LP new20,583$303K0.0%2026-Q1
LPL Financial LLC added20,362$299K0.0%2026-Q1
MetLife Investment Management, LLC new18,643$274K0.0%2026-Q1
Wealthfront Advisers LLC new17,458$257K0.0%2026-Q1
Centiva Capital, LP new17,145$252K0.0%2026-Q1
VANGUARD GROUP INC new2,536,513$72M4.0%2025-Q4 stale
NORGES BANK new1,470,589$41M2.3%2025-Q4 stale
AMERIPRISE FINANCIAL INC new804,247$23M1.3%2025-Q4 stale
FIL Ltd new459,237$13M0.7%2025-Q4 stale
Balyasny Asset Management L.P. new287,241$8M0.5%2025-Q4 stale
SOROS FUND MANAGEMENT LLC new268,520$8M0.4%2025-Q4 stale
JANE STREET GROUP, LLC new227,840$6M0.4%2025-Q4 stale
Verition Fund Management LLC new219,360$6M0.3%2025-Q4 stale
Telemark Asset Management, LLC new200,000$6M0.3%2025-Q4 stale
Davidson Kempner Capital Management LP new189,476$5M0.3%2025-Q4 stale
D. E. Shaw & Co., Inc. new115,028$3M0.2%2025-Q4 stale
NEXT CENTURY GROWTH INVESTORS LLC new94,526$3M0.2%2025-Q4 stale
Zimmer Partners, LP new75,000$2M0.1%2025-Q4 stale
BlueCrest Capital Management Ltd new50,000$1M0.1%2025-Q4 stale
Weiss Asset Management LP new50,000$1M0.1%2025-Q4 stale
SG Americas Securities, LLC new49,144$1M0.1%2025-Q4 stale
Symmetry Investments LP new45,000$1M0.1%2025-Q4 stale
Lykos Global Management, LP new30,000$846K0.0%2025-Q4 stale
Hudson Bay Capital Management LP new22,220$627K0.0%2025-Q4 stale
Polar Asset Management Partners Inc. new15,000$423K0.0%2025-Q4 stale
Holocene Advisors, LP new13,321$376K0.0%2025-Q4 stale
Stratos Wealth Partners, LTD. new12,760$360K0.0%2025-Q4 stale
Kingdom Financial Group LLC. new10,518$297K0.0%2025-Q4 stale
Vanguard Personalized Indexing Management, LLC new10,293$290K0.0%2025-Q4 stale
COHEN & STEERS, INC. new10,000$282K0.0%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership