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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 793,934 | $28M | 10.2% | 2026-Q1 |
| SOFTBANK GROUP CORP. | 628,553 | $22M | 8.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 578,960 | $21M | 7.5% | 2026-Q1 |
| BlackRock, Inc. added | 486,099 | $17M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 387,330 | $14M | 5.0% | 2026-Q1 |
| Silver Rock Financial LP | 45,085 | $13M | 4.7% | 2026-Q1 |
| UBS Group AG added | 301,962 | $11M | 3.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 289,692 | $10M | 3.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 229,966 | $8M | 3.0% | 2026-Q1 |
| MORGAN STANLEY added | 195,985 | $7M | 2.5% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 180,523 | $6M | 2.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 168,044 | $6M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 160,893 | $6M | 2.1% | 2026-Q1 |
| STATE STREET CORP added | 123,376 | $4M | 1.6% | 2026-Q1 |
| GRATIA CAPITAL, LLC added | 110,353 | $4M | 1.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 106,020 | $4M | 1.4% | 2026-Q1 |
| Daiwa Securities Group Inc. new | 55,200 | $2M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 48,988 | $2M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 47,279 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 47,260 | $2M | 0.6% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 40,989 | $1M | 0.5% | 2026-Q1 |
| Oasis Advisors, LLC new | 37,125 | $1M | 0.5% | 2026-Q1 |
| Engineers Gate Manager LP added | 26,096 | $930K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 16,739 | $596K | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC new | 15,959 | $568K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 15,366 | $547K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP new | 14,177 | $505K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 13,890 | $495K | 0.2% | 2026-Q1 |
| Stoic Point Capital Management LLC new | 13,100 | $467K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,542 | $447K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 11,757 | $419K | 0.2% | 2026-Q1 |
| Swiss National Bank | 11,200 | $399K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 10,136 | $361K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 9,553 | $340K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 9,296 | $331K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 9,113 | $325K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 8,351 | $297K | 0.1% | 2026-Q1 |
| Walleye Capital LLC new | 7,359 | $262K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 6,999 | $249K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,557 | $234K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 6,022 | $215K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 5,956 | $212K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 5,772 | $206K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 5,504 | $196K | 0.1% | 2026-Q1 |
| Activest Wealth Management added | 5,405 | $193K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 5,382 | $192K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 3,837 | $137K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 3,451 | $123K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC | 3,380 | $120K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,135 | $105K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,728 | $97K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,700 | $96K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,654 | $95K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 2,529 | $90K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,500 | $89K | 0.0% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL new | 2,000 | $71K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 1,986 | $71K | 0.0% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 1,855 | $66K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC new | 56 | $49K | 0.0% | 2026-Q1 |
| Solstein Capital, LLC trimmed | 1,343 | $48K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,286 | $46K | 0.0% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 169,300 | $44K | 0.0% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS | 1,200 | $43K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC new | 1,200 | $43K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 993 | $35K | 0.0% | 2026-Q1 |
| FMR LLC added | 986 | $35K | 0.0% | 2026-Q1 |
| Quantbot Technologies LP trimmed | 901 | $32K | 0.0% | 2026-Q1 |
| Forum Finance Group S.A. new | 900 | $32K | 0.0% | 2026-Q1 |
| Davidson Kempner Capital Management LP | 100,000 | $29K | 0.0% | 2026-Q1 |
| CWM, LLC added | 770 | $27K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 897 | $26K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 614 | $22K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 540 | $19K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 501 | $18K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 59,160 | $17K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 416 | $15K | 0.0% | 2026-Q1 |
| KPCB DGF II Associates, LLC | 358,518 | $20M | 7.3% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 509,253 | $17M | 6.0% | 2025-Q4 stale |
| Pine Brook Road Advisors, L.P. | 995,660 | $12M | 4.5% | 2025-Q2 stale |
| THAMES CAPITAL MANAGEMENT LLC new | 145,138 | $8M | 2.9% | 2025-Q3 stale |
| IA Venture Strategies Fund II, LP | 122,263 | $4M | 1.4% | 2025-Q4 stale |
| Jump Financial, LLC new | 75,404 | $2M | 0.9% | 2025-Q4 stale |
| COMERICA BANK new | 55,827 | $2M | 0.7% | 2025-Q4 stale |
| Penserra Capital Management LLC new | 29,344 | $2M | 0.6% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 89,804 | $1M | 0.4% | 2025-Q2 stale |
| Ally Financial Inc. trimmed | 101,157 | $1M | 0.4% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 21,004 | $684K | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC new | 11,377 | $639K | 0.2% | 2025-Q3 stale |
| MANGROVE PARTNERS IM, LLC new | 19,132 | $623K | 0.2% | 2025-Q4 stale |
| Alpine Global Management, LLC trimmed | 14,000 | $456K | 0.2% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB | 24,354 | $302K | 0.1% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 5,100 | $286K | 0.1% | 2025-Q3 stale |
| Wealthspire Advisors, LLC new | 4,719 | $265K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 8,015 | $261K | 0.1% | 2025-Q4 stale |
| IPG Investment Advisors LLC new | 3,925 | $220K | 0.1% | 2025-Q3 stale |
| Brooklyn FI, LLC trimmed | 3,607 | $202K | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd new | 13,930 | $173K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 12,509 | $136K | 0.0% | 2025-Q1 stale |
| Trexquant Investment LP new | 10,152 | $126K | 0.0% | 2025-Q2 stale |
| FNY Investment Advisers, LLC new | 525 | $29K | 0.0% | 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.
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.