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Institutional Ownership · SEC Form 13F

Who owns BETR (BETR)


Which tracked institutional funds hold BETR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BETR 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.

104
Institutional holders
5,887,095
Shares held (tracked funds)
36.8%
Of shares outstanding

How the tape is positioned

23 tracked funds added or opened BETR while 11 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

BETR’s largest tracked holder by dollar value, FRONTIER CAPITAL MANAGEMENT CO LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BETR 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 102 tracked filers holding BETR, 61 increased or opened the position and 32 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 BETR 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 9

  • VANGUARD CAPITAL MANAGEMENT LLC$14M
  • Hudson Bay Capital Management LP$6M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • Daiwa Securities Group Inc.$2M
  • VANGUARD FIDUCIARY TRUST CO$2M
  • FIFTH THIRD BANCORP$1M

Full exits 6

  • VANGUARD GROUP INC$17M
  • IA Venture Strategies Fund II, LP$4M
  • Jump Financial, LLC$2M
  • COMERICA BANK$2M
  • MILLENNIUM MANAGEMENT LLC$684K
  • MANGROVE PARTNERS IM, LLC$623K

Largest adds

  • Silver Rock Financial LP$8M
  • UBS Group AG$8M
  • GOLDMAN SACHS GROUP INC$8M
  • BNP PARIBAS FINANCIAL MARKETS$5M
  • MORGAN STANLEY$3M
  • BlackRock, Inc.$2M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • BANK OF AMERICA CORP /DE/$2M
  • JANE STREET GROUP, LLC$831K
  • FRONTIER CAPITAL MANAGEMENT CO LLC$320K
  • GROUP ONE TRADING LLC$251K

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
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed793,934$28M10.2%2026-Q1
SOFTBANK GROUP CORP.628,553$22M8.1%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND578,960$21M7.5%2026-Q1
BlackRock, Inc. added486,099$17M6.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new387,330$14M5.0%2026-Q1
Silver Rock Financial LP45,085$13M4.7%2026-Q1
UBS Group AG added301,962$11M3.9%2026-Q1
GOLDMAN SACHS GROUP INC added289,692$10M3.7%2026-Q1
CITADEL ADVISORS LLC trimmed229,966$8M3.0%2026-Q1
MORGAN STANLEY added195,985$7M2.5%2026-Q1
Hudson Bay Capital Management LP new180,523$6M2.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added168,044$6M2.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added160,893$6M2.1%2026-Q1
STATE STREET CORP added123,376$4M1.6%2026-Q1
GRATIA CAPITAL, LLC added110,353$4M1.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new106,020$4M1.4%2026-Q1
Daiwa Securities Group Inc. new55,200$2M0.7%2026-Q1
BARCLAYS PLC added48,988$2M0.6%2026-Q1
NORTHERN TRUST CORP added47,279$2M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new47,260$2M0.6%2026-Q1
FIFTH THIRD BANCORP new40,989$1M0.5%2026-Q1
Oasis Advisors, LLC new37,125$1M0.5%2026-Q1
Engineers Gate Manager LP added26,096$930K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed16,739$596K0.2%2026-Q1
POLEN CAPITAL MANAGEMENT LLC new15,959$568K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added15,366$547K0.2%2026-Q1
Quantinno Capital Management LP new14,177$505K0.2%2026-Q1
Bank of New York Mellon Corp added13,890$495K0.2%2026-Q1
Stoic Point Capital Management LLC new13,100$467K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,542$447K0.2%2026-Q1
Squarepoint Ops LLC trimmed11,757$419K0.2%2026-Q1
Swiss National Bank11,200$399K0.1%2026-Q1
Vanguard Global Advisers, LLC new10,136$361K0.1%2026-Q1
Nuveen, LLC added9,553$340K0.1%2026-Q1
CITIGROUP INC added9,296$331K0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL new9,113$325K0.1%2026-Q1
Integrated Wealth Concepts LLC new8,351$297K0.1%2026-Q1
Walleye Capital LLC new7,359$262K0.1%2026-Q1
RHUMBLINE ADVISERS added6,999$249K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed6,557$234K0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added6,022$215K0.1%2026-Q1
DEUTSCHE BANK AG\ added5,956$212K0.1%2026-Q1
XTX Topco Ltd trimmed5,772$206K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added5,504$196K0.1%2026-Q1
Activest Wealth Management added5,405$193K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed5,382$192K0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new3,837$137K0.0%2026-Q1
Legal & General Group Plc trimmed3,451$123K0.0%2026-Q1
MetLife Investment Management, LLC3,380$120K0.0%2026-Q1
JPMORGAN CHASE & CO added3,135$105K0.0%2026-Q1
ROYAL BANK OF CANADA added2,728$97K0.0%2026-Q1
Rockefeller Capital Management L.P. added2,700$96K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,654$95K0.0%2026-Q1
Advisory Services Network, LLC new2,529$90K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,500$89K0.0%2026-Q1
Strategic Investment Solutions, Inc. /IL new2,000$71K0.0%2026-Q1
SIMPLEX TRADING, LLC added1,986$71K0.0%2026-Q1
Vanguard Investments Australia, Ltd. new1,855$66K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC new56$49K0.0%2026-Q1
Solstein Capital, LLC trimmed1,343$48K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,286$46K0.0%2026-Q1
ARISTEIA CAPITAL, L.L.C.169,300$44K0.0%2026-Q1
KLP KAPITALFORVALTNING AS1,200$43K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC new1,200$43K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed993$35K0.0%2026-Q1
FMR LLC added986$35K0.0%2026-Q1
Quantbot Technologies LP trimmed901$32K0.0%2026-Q1
Forum Finance Group S.A. new900$32K0.0%2026-Q1
Davidson Kempner Capital Management LP100,000$29K0.0%2026-Q1
CWM, LLC added770$27K0.0%2026-Q1
EverSource Wealth Advisors, LLC added897$26K0.0%2026-Q1
Russell Investments Group, Ltd. added614$22K0.0%2026-Q1
GROUP ONE TRADING LLC trimmed540$19K0.0%2026-Q1
Ameritas Investment Partners, Inc.501$18K0.0%2026-Q1
JANE STREET GROUP, LLC added59,160$17K0.0%2026-Q1
Atlantic Union Bankshares Corp416$15K0.0%2026-Q1
KPCB DGF II Associates, LLC358,518$20M7.3%2025-Q3 stale
VANGUARD GROUP INC added509,253$17M6.0%2025-Q4 stale
Pine Brook Road Advisors, L.P.995,660$12M4.5%2025-Q2 stale
THAMES CAPITAL MANAGEMENT LLC new145,138$8M2.9%2025-Q3 stale
IA Venture Strategies Fund II, LP122,263$4M1.4%2025-Q4 stale
Jump Financial, LLC new75,404$2M0.9%2025-Q4 stale
COMERICA BANK new55,827$2M0.7%2025-Q4 stale
Penserra Capital Management LLC new29,344$2M0.6%2025-Q3 stale
MARSHALL WACE, LLP added89,804$1M0.4%2025-Q2 stale
Ally Financial Inc. trimmed101,157$1M0.4%2025-Q1 stale
MILLENNIUM MANAGEMENT LLC trimmed21,004$684K0.2%2025-Q4 stale
Informed Momentum Co LLC new11,377$639K0.2%2025-Q3 stale
MANGROVE PARTNERS IM, LLC new19,132$623K0.2%2025-Q4 stale
Alpine Global Management, LLC trimmed14,000$456K0.2%2025-Q4 stale
Wilmington Savings Fund Society, FSB24,354$302K0.1%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC trimmed5,100$286K0.1%2025-Q3 stale
Wealthspire Advisors, LLC new4,719$265K0.1%2025-Q3 stale
TWO SIGMA SECURITIES, LLC trimmed8,015$261K0.1%2025-Q4 stale
IPG Investment Advisors LLC new3,925$220K0.1%2025-Q3 stale
Brooklyn FI, LLC trimmed3,607$202K0.1%2025-Q3 stale
Quadrature Capital Ltd new13,930$173K0.1%2025-Q2 stale
HRT FINANCIAL LP trimmed12,509$136K0.0%2025-Q1 stale
Trexquant Investment LP new10,152$126K0.0%2025-Q2 stale
FNY Investment Advisers, LLC new525$29K0.0%2025-Q3 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