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Institutional Ownership · SEC Form 13F

Who owns Better Home & Finance Holding (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-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.

98
Institutional holders
6M
Shares held (tracked funds)
40.0%
Of shares outstanding

How the tape is positioned

14 tracked funds added or opened BETR while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, KPCB DGF II Associates, LLC, sizes it at 25.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 25.6pp 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 2026-Q1 and 2026-Q2, across 97 tracked filers holding BETR, 51 increased or opened the position and 40 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.

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 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 5

  • Whetstone Capital Advisors, LLC$7M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1M
  • INTRINSIC EDGE CAPITAL MANAGEMENT LLC$1M
  • ExodusPoint Capital Management, LP$1M
  • MILLENNIUM MANAGEMENT LLC$754K

Full exits 3

  • Silver Rock Financial LP$13M
  • Oasis Advisors, LLC$1M
  • POLEN CAPITAL MANAGEMENT LLC$568K

Largest adds

  • BlackRock, Inc.$2M
  • Walleye Capital LLC$1M
  • Stoic Point Capital Management LLC$1M
  • CITADEL ADVISORS LLC$1M
  • GEODE CAPITAL MANAGEMENT, LLC$795K
  • STATE STREET CORP$570K

Largest trims

  • FRONTIER CAPITAL MANAGEMENT CO LLC$11M
  • UBS Group AG$7M
  • SOFTBANK GROUP CORP.$5M
  • Hudson Bay Capital Management LP$5M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5M
  • MORGAN STANLEY$3M

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
BlackRock, Inc. added685,834$19M8.8%2026-Q2
SOFTBANK GROUP CORP.628,553$17M8.1%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed625,598$17M8.1%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND578,960$16M7.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added495,753$14M6.4%2026-Q2
GOLDMAN SACHS GROUP INC added337,978$9M4.4%2026-Q2
CITADEL ADVISORS LLC added335,989$9M4.3%2026-Q2
Whetstone Capital Advisors, LLC new253,987$7M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added237,325$7M3.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added221,637$6M2.9%2026-Q2
STATE STREET CORP added180,526$5M2.3%2026-Q2
MORGAN STANLEY trimmed130,300$4M1.7%2026-Q2
UBS Group AG trimmed127,263$3M1.6%2026-Q2
GRATIA CAPITAL, LLC trimmed100,458$3M1.3%2026-Q2
NORTHERN TRUST CORP added75,185$2M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added71,921$2M0.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed69,231$2M0.9%2026-Q2
Hudson Bay Capital Management LP trimmed61,985$2M0.8%2026-Q2
Walleye Capital LLC added58,335$2M0.8%2026-Q2
Stoic Point Capital Management LLC added56,945$2M0.7%2026-Q2
Daiwa Securities Group Inc.55,200$2M0.7%2026-Q2
BARCLAYS PLC added52,407$1M0.7%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new47,910$1M0.6%2026-Q2
INTRINSIC EDGE CAPITAL MANAGEMENT LLC new47,156$1M0.6%2026-Q2
FIFTH THIRD BANCORP trimmed39,688$1M0.5%2026-Q2
ExodusPoint Capital Management, LP new36,463$1M0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added30,755$846K0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added30,004$825K0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC added27,429$754K0.4%2026-Q2
Engineers Gate Manager LP trimmed25,208$693K0.3%2026-Q2
Quantinno Capital Management LP added20,597$566K0.3%2026-Q2
Bank of New York Mellon Corp added18,823$518K0.2%2026-Q2
Swiss National Bank added17,700$487K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added16,772$461K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added13,760$378K0.2%2026-Q2
Nuveen, LLC added13,699$377K0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. new9,400$335K0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added8,855$244K0.1%2026-Q2
RHUMBLINE ADVISERS added8,675$239K0.1%2026-Q2
DEUTSCHE BANK AG\ added7,950$219K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ added7,896$217K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added7,656$211K0.1%2026-Q2
Legal & General Group Plc added5,221$144K0.1%2026-Q2
MetLife Investment Management, LLC added5,194$143K0.1%2026-Q2
Rockefeller Capital Management L.P. added5,140$141K0.1%2026-Q2
CITIGROUP INC trimmed4,679$129K0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed4,540$125K0.1%2026-Q2
Russell Investments Group, Ltd. added4,160$114K0.1%2026-Q2
ROYAL BANK OF CANADA added3,862$106K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,677$101K0.0%2026-Q2
JPMORGAN CHASE & CO added3,351$89K0.0%2026-Q2
State of Wyoming new3,059$84K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added2,997$82K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND2,500$69K0.0%2026-Q2
Vanguard Investments Australia, Ltd.1,855$51K0.0%2026-Q2
STRS OHIO new1,800$50K0.0%2026-Q2
Solstein Capital, LLC1,343$37K0.0%2026-Q2
KLP KAPITALFORVALTNING AS1,200$33K0.0%2026-Q2
ARISTEIA CAPITAL, L.L.C.169,300$33K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed979$27K0.0%2026-Q2
Federation des caisses Desjardins du Quebec new750$21K0.0%2026-Q2
Davidson Kempner Capital Management LP100,000$19K0.0%2026-Q2
FMR LLC trimmed511$14K0.0%2026-Q2
Ameritas Investment Partners, Inc.501$14K0.0%2026-Q2
JANE STREET GROUP, LLC trimmed59,051$11K0.0%2026-Q2
Richard W. Paul & Associates, LLC new400$11K0.0%2026-Q2
TORONTO DOMINION BANK50,100$9K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed334$9K0.0%2026-Q2
Arax Advisory Partners added288$8K0.0%2026-Q2
Advocate Investing Services LLC285$8K0.0%2026-Q2
LMR Partners LLP35,080$7K0.0%2026-Q2
Clearstead Advisors, LLC203$6K0.0%2026-Q2
SBI Securities Co., Ltd. added202$6K0.0%2026-Q2
D. E. Shaw & Co., Inc.27,202$5K0.0%2026-Q2
Versant Capital Management, Inc new194$5K0.0%2026-Q2
CGC Financial Services, LLC new152$4K0.0%2026-Q2
Westfuller Advisors, LLC131$4K0.0%2026-Q2
Global Retirement Partners, LLC trimmed122$3K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP130$3K0.0%2026-Q2
GAMMA Investing LLC trimmed64$2K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV50$1K0.0%2026-Q2
PlanVest Financial, Inc40$1K0.0%2026-Q2
Essential Partners LLC trimmed31$8530.0%2026-Q2
Sterling Capital Management LLC trimmed28$7700.0%2026-Q2
True Wealth Design, LLC23$6330.0%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC trimmed3,350$6260.0%2026-Q2
Clear Street Group Inc.2,908$5440.0%2026-Q2
GROUP ONE TRADING LLC trimmed16$4400.0%2026-Q2
PNC Financial Services Group, Inc. added15$4130.0%2026-Q2
US BANCORP \DE\ trimmed13$3580.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed12$3310.0%2026-Q2
ASSETMARK, INC new9$2480.0%2026-Q2
Allworth Financial LP7$1930.0%2026-Q2
Fortitude Family Office, LLC trimmed6$1650.0%2026-Q2
Stone House Investment Management, LLC trimmed2$550.0%2026-Q2
IFP Advisors, Inc2$550.0%2026-Q2
Activest Wealth Management trimmed0—0.0%2026-Q2
Silver Rock Financial LP45,085$13M6.1%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added509,253$17M7.8%2025-Q4 stale (2 quarters behind)
KPCB DGF II Associates, LLC358,518$20M9.4%2025-Q3 stale (3 quarters behind)

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