ISHARES TOTAL RETURN ACT ETF BRTR
$50.08
+0.1% 52w: $47.62 – $50.90
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data47.6249.2650.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
66
+10 QoQ
13F value
$827.7M
+24.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BRTR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | Wealth advisor | 4.0M | $202.1M | 1.8% | +241.7% |
| JPMORGAN CHASE & CO | Bank broker | 2.8M | $140.5M | 0.0% | -13.2% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 2.0M | $98.4M | 1.8% | -16.6% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 1.4M | $72.6M | 1.0% | +9.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 769.7K | $38.6M | 0.0% | +17.5% |
| Weil Company, Inc. | Wealth advisor | 633.1K | $31.8M | 7.1% | -0.2% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 566.8K | $28.4M | 0.2% | +23.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 552.9K | $27.8M | 0.0% | New |
| CFS Investment Advisory Services, LLC | Wealth advisor | 291.7K | $14.8M | 1.0% | +4.0% |
| Arkadios Wealth Advisors | Wealth advisor | 276.8K | $13.9M | 0.2% | +242.1% |
| WETZEL INVESTMENT ADVISORS, INC. | Wealth advisor | 224.6K | $11.3M | 4.5% | +6.8% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 220.4K | $11.1M | 3.0% | +12.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 210.5K | $10.6M | 0.0% | +27.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 183.1K | $9.2M | 0.0% | +663.9% |
| Centerline Wealth Advisors, LLC | Wealth advisor | 171.7K | $8.6M | 3.1% | -39.0% |
| UNIQUE WEALTH, LLC | Wealth advisor | 160.9K | $8.1M | 1.1% | -15.6% |
| Storen Legacy Partners, LLC | Wealth advisor | 158.3K | $7.9M | 2.5% | New |
| Vise Technologies, Inc. | Wealth advisor | 144.2K | $7.3M | 0.1% | Held |
| May Hill Capital, LLC | Wealth advisor | 135.1K | $6.8M | 1.7% | +21.7% |
| Cyndeo Wealth Partners, LLC | Other | 105.9K | $5.3M | 0.3% | -20.6% |
| SWP FINANCIAL LLC | Wealth advisor | 105.7K | $5.3M | 2.7% | +2.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 105.4K | $5.3M | 0.0% | -27.2% |
| Spectrum Planning & Advisory Services Inc. | Wealth advisor | 96.5K | $4.8M | 2.4% | -2.4% |
| Contango Wealth Management LLC | Wealth advisor | 93.2K | $4.7M | 5.5% | +47.7% |
| Ethos Financial Group, LLC | Wealth advisor | 87.7K | $4.4M | 0.3% | +92.5% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 85.3K | $4.3M | 0.4% | +157.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 80.4K | $4.0M | 0.0% | +4.0% |
| JANE STREET GROUP, LLC | Market maker | 79.4K | $4.0M | 0.0% | New |
| BETO FINANCIAL GROUP, LLC | Wealth advisor | 71.8K | $3.6M | 2.1% | +293.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 60.9K | $3.1M | 0.0% | -5.2% |
| PFG Advisors | Wealth advisor | 52.0K | $2.6M | 0.1% | +42.0% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 46.8K | $2.3M | 0.1% | +15.8% |
| Taylor & Morgan Wealth Management, LLC | Wealth advisor | 43.8K | $2.2M | 1.3% | -1.2% |
| U.S. Capital Wealth Advisors, LLC | Other | 43.5K | $2.2M | 0.1% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 42.1K | $2.1M | 0.0% | +32.9% |
| Breakwater Capital Group | Wealth advisor | 35.0K | $1.8M | 0.2% | +11.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.2K | $1.7M | 0.0% | -1.1% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 31.2K | $1.6M | 0.2% | -17.1% |
| Summit Financial, LLC | Wealth advisor | 30.4K | $1.5M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.8K | $1.2M | 0.0% | +81.9% |
| Fairvoy Private Wealth, LLC | Wealth advisor | 20.2K | $1.0M | 0.2% | -21.0% |
| TritonPoint Partners, LLC | Wealth advisor | 18.4K | $922K | 0.3% | New |
| EQ LLC | Wealth advisor | 16.5K | $828K | 0.2% | +2.0% |
| Keystone Financial Group, Inc. | Wealth advisor | 15.8K | $791K | 0.4% | -78.9% |
| JT Stratford LLC | Wealth advisor | 15.6K | $783K | 0.1% | New |
| FLOW TRADERS U.S. LLC | Market maker | 13.9K | $696K | 0.0% | -28.3% |
| JPL Wealth Management, LLC | Quant stat arb | 12.1K | $607K | 0.1% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 9.3K | $468K | 0.0% | +118.2% |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 9.0K | $453K | 0.5% | +20.3% |
| Cetera Investment Advisers | Wealth advisor | 8.8K | $443K | 0.0% | +4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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