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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 32,554,301 | $479M | 26.9% | 2026-Q1 |
| General Electric Co trimmed | 20,310,407 | $299M | 16.8% | 2026-Q1 |
| TPG GP A, LLC | 16,395,435 | $241M | 13.6% | 2026-Q1 |
| AMAZON COM INC | 11,753,896 | $173M | 9.7% | 2026-Q1 |
| BlackRock, Inc. added | 2,776,801 | $41M | 2.3% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,171,855 | $32M | 1.8% | 2026-Q1 |
| STATE STREET CORP added | 2,101,004 | $31M | 1.7% | 2026-Q1 |
| HITE Hedge Asset Management LLC added | 1,898,559 | $28M | 1.6% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,583,594 | $23M | 1.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,398,059 | $21M | 1.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,348,096 | $20M | 1.1% | 2026-Q1 |
| Liberty Street Advisors, Inc. | 999,202 | $15M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 843,713 | $12M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 833,927 | $12M | 0.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 745,190 | $11M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC added | 724,873 | $11M | 0.6% | 2026-Q1 |
| MASTERS CAPITAL MANAGEMENT LLC new | 700,000 | $10M | 0.6% | 2026-Q1 |
| Invesco Ltd. new | 441,157 | $6M | 0.4% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 431,958 | $6M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 402,052 | $6M | 0.3% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 383,254 | $6M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 368,870 | $5M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 348,097 | $5M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 340,186 | $5M | 0.3% | 2026-Q1 |
| Marino Management, LLC new | 313,992 | $5M | 0.3% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC | 298,557 | $4M | 0.2% | 2026-Q1 |
| UBS Group AG added | 270,683 | $4M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC | 250,000 | $4M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 225,076 | $3M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 225,000 | $3M | 0.2% | 2026-Q1 |
| Burkehill Global Management, LP | 225,000 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 228,535 | $3M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 210,987 | $3M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 208,606 | $3M | 0.2% | 2026-Q1 |
| LMR Partners LLP | 200,968 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 199,887 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 185,093 | $3M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. | 177,867 | $3M | 0.1% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE added | 131,445 | $2M | 0.1% | 2026-Q1 |
| Jump Financial, LLC new | 124,900 | $2M | 0.1% | 2026-Q1 |
| Cinctive Capital Management LP new | 122,878 | $2M | 0.1% | 2026-Q1 |
| HBK INVESTMENTS L P | 100,000 | $1M | 0.1% | 2026-Q1 |
| Longaeva Partners L.P. trimmed | 95,925 | $1M | 0.1% | 2026-Q1 |
| Capricorn Fund Managers Ltd added | 83,696 | $1M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 82,441 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp new | 79,032 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 75,840 | $1M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 72,918 | $1M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 72,200 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC new | 69,968 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC new | 61,300 | $901K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 60,068 | $883K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 52,304 | $769K | 0.0% | 2026-Q1 |
| Woodline Partners LP | 50,000 | $735K | 0.0% | 2026-Q1 |
| Nuveen, LLC new | 40,214 | $591K | 0.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 39,720 | $584K | 0.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 39,216 | $577K | 0.0% | 2026-Q1 |
| AXQ CAPITAL, LP new | 38,471 | $566K | 0.0% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS new | 35,650 | $524K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 34,186 | $503K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 17,780 | $502K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS new | 30,233 | $444K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 29,191 | $429K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 27,900 | $410K | 0.0% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION new | 26,587 | $391K | 0.0% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 25,000 | $368K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 24,405 | $359K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ new | 24,364 | $358K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 21,701 | $319K | 0.0% | 2026-Q1 |
| Green Alpha Advisors, LLC trimmed | 21,072 | $310K | 0.0% | 2026-Q1 |
| Quantbot Technologies LP new | 20,583 | $303K | 0.0% | 2026-Q1 |
| LPL Financial LLC added | 20,362 | $299K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC new | 18,643 | $274K | 0.0% | 2026-Q1 |
| Wealthfront Advisers LLC new | 17,458 | $257K | 0.0% | 2026-Q1 |
| Centiva Capital, LP new | 17,145 | $252K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC new | 2,536,513 | $72M | 4.0% | 2025-Q4 stale |
| NORGES BANK new | 1,470,589 | $41M | 2.3% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC new | 804,247 | $23M | 1.3% | 2025-Q4 stale |
| FIL Ltd new | 459,237 | $13M | 0.7% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 287,241 | $8M | 0.5% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC new | 268,520 | $8M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 227,840 | $6M | 0.4% | 2025-Q4 stale |
| Verition Fund Management LLC new | 219,360 | $6M | 0.3% | 2025-Q4 stale |
| Telemark Asset Management, LLC new | 200,000 | $6M | 0.3% | 2025-Q4 stale |
| Davidson Kempner Capital Management LP new | 189,476 | $5M | 0.3% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 115,028 | $3M | 0.2% | 2025-Q4 stale |
| NEXT CENTURY GROWTH INVESTORS LLC new | 94,526 | $3M | 0.2% | 2025-Q4 stale |
| Zimmer Partners, LP new | 75,000 | $2M | 0.1% | 2025-Q4 stale |
| BlueCrest Capital Management Ltd new | 50,000 | $1M | 0.1% | 2025-Q4 stale |
| Weiss Asset Management LP new | 50,000 | $1M | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC new | 49,144 | $1M | 0.1% | 2025-Q4 stale |
| Symmetry Investments LP new | 45,000 | $1M | 0.1% | 2025-Q4 stale |
| Lykos Global Management, LP new | 30,000 | $846K | 0.0% | 2025-Q4 stale |
| Hudson Bay Capital Management LP new | 22,220 | $627K | 0.0% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 15,000 | $423K | 0.0% | 2025-Q4 stale |
| Holocene Advisors, LP new | 13,321 | $376K | 0.0% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. new | 12,760 | $360K | 0.0% | 2025-Q4 stale |
| Kingdom Financial Group LLC. new | 10,518 | $297K | 0.0% | 2025-Q4 stale |
| Vanguard Personalized Indexing Management, LLC new | 10,293 | $290K | 0.0% | 2025-Q4 stale |
| COHEN & STEERS, INC. new | 10,000 | $282K | 0.0% | 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.
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.