증권 기록 · 과거 분기 (아카이브)
BETA
BETA Technologies, Inc. · Industrials · Aerospace & Defense
62추적 보유자
+10Δ 보유자
48.95M보유 주식 수
$719.59M보고 가치
+17신규 편입 포지션
−8청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +19.2% ·
주식 흐름 -2.3% ·
순 신규 포지션 +14.5%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +13 | 52.64M | $881.53M | +19 | −5 |
| Q1 2026 | 62 | +10 | 48.95M | $719.59M | +17 | −8 |
| Q4 2025 | 53 | +16 | 52.93M | $1.49B | +17 | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (패시브) | 2.10M | +1469.1% | $30.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.58M | +105.5% | $23.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Vanguard Capital Management Llc | 1.40M | — | $20.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Federated Hermes, Inc. | 843.71K | -21.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Federated Hermes, Inc. | 843.71K | -21.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 833.93K | -18.7% | $12.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Geode Capital Management ✦ (패시브) | 745.19K | +125.2% | $10.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (패시브) | 745.19K | +125.2% | $10.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Clearbridge Investments, LLC | 724.87K | +11.1% | $10.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 441.16K | 신규 | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 441.16K | 신규 | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 441.16K | 신규 | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pictet Asset Management Holding SA | 368.87K | -4.5% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Charles Schwab Investment… | 340.19K | +28.5% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 270.68K | +42.5% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS Group AG | 270.68K | +42.5% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Massachusetts Financial Services Co… | 225.08K | 0.0% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Healthcare Of Ontario Pension Plan… | 225.00K | -53.2% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 210.99K | +232.7% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | LMR Partners LLP | 200.97K | 0.0% | $2.95M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 199.89K | +6.3% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 199.89K | +6.3% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 185.09K | -10.5% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Alyeska Investment Group, L.P. | 177.87K | 0.0% | $2.61M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 79.03K | 신규 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 75.84K | 신규 | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 59 | Td Asset Management Inc | 72.92K | -17.4% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mitsubishi UFJ Asset Management… | 72.20K | +312.6% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 69.97K | 신규 | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 62 | Barclays Plc | 61.30K | 신규 | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 63 | Barclays Plc | 61.30K | 신규 | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 64 | Barclays Plc | 61.30K | 신규 | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 65 | Millennium Management ✦ | 52.30K | -73.9% | $768,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 40.21K | 신규 | $591,146 | 0.0% | New | 1 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 39.22K | -96.5% | $577,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 34.19K | +246.2% | $502,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Alliancebernstein L.P. | 17.78K | -99.2% | $501,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 30.23K | 신규 | $444,420 | 0.0% | New | 1 | SEC ↗ |
| 71 | Raymond James Financial Inc | 29.19K | +78.5% | $429,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Raymond James Financial Inc | 29.19K | +78.5% | $429,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 27.90K | 신규 | $410,130 | 0.0% | New | 1 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 24.36K | 신규 | $358,151 | 0.0% | New | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 24.36K | 신규 | $358,151 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 21.70K | 신규 | $319,005 | 0.0% | New | 1 | SEC ↗ |
| 80 | Citigroup Inc | 21.70K | 신규 | $319,005 | 0.0% | New | 1 | SEC ↗ |
| 81 | LPL Financial LLC | 20.36K | +54.4% | $299,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Marshall Wace ✦ | 20.04K | -94.7% | $294,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Marshall Wace ✦ | 20.04K | -94.7% | $294,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Wealthfront Advisers LLC | 17.46K | 신규 | $256,633 | 0.0% | New | 1 | SEC ↗ |
| 85 | Man Group plc | 15.72K | 신규 | $231,128 | 0.0% | New | 1 | SEC ↗ |
| 86 | State Of Wisconsin Investment Board | 15.65K | +110.8% | $230,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.60K | 신규 | $229,335 | 0.0% | New | 1 | SEC ↗ |
| 88 | Sei Investments Co | 13.20K | +33.1% | $194,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Sei Investments Co | 13.20K | +33.1% | $194,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | New York State Common Retirement… | 10.40K | -21.1% | $152,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Royal Bank Of Canada | 7.30K | -46.7% | $108,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 7.30K | -46.7% | $108,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Simplex Trading, Llc | 5.26K | +334.4% | $77,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 3.96K | +10.7% | $58,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Legal & General Group Plc | 2.91K | -62.8% | $42,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 2.51K | 신규 | $36,897 | 0.0% | New | 1 | SEC ↗ |
| 97 | Jones Financial Companies Lllp | 2.36K | 신규 | $33,276 | 0.0% | New | 1 | SEC ↗ |
| 98 | Group One Trading Llc | 1.83K | +161.4% | $26,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | California State Teachers… | 1.82K | 신규 | $26,695 | 0.0% | New | 1 | SEC ↗ |
| 100 | Cwm, Llc | 1.53K | +435.8% | $22,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Invesco Ltd. | $6.49M | 0.0% |
| Invesco Ltd. | $6.49M | 0.0% |
| Invesco Ltd. | $6.49M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Quantinno Capital Management… | $1.11M | 0.0% |
| Corient Private Wealth LP | $1.03M | 0.0% |
| Barclays Plc | $901,110 | 0.0% |
청산됨
| Norges Bank | $41.49M | 이었음 0.0% |
| Ameriprise Financial Inc | $22.69M | 이었음 0.0% |
| FIL Ltd | $12.96M | 이었음 0.0% |
| Balyasny Asset Management L.P. | $8.10M | 이었음 0.0% |
| Soros Fund Management | $7.57M | 이었음 0.1% |
| Jane Street Group, Llc | $6.43M | 이었음 0.0% |
| D. E. Shaw & Co. | $3.24M | 이었음 0.0% |
| Holocene Advisors, LP | $375,785 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 145 보유 기관, 107.66M 주식, $1.55B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 21
Clark Kyle
Officer, Director · 23.20K 주(sh) · $585,293
Aug 20
Clark Kyle
Officer, Director · 30.00K 주(sh) · $757,899
Aug 19
Clark Kyle
Officer, Director · 30.00K 주(sh) · $802,272
Aug 18
Clark Kyle
Officer, Director · 30.00K 주(sh) · $781,689
Aug 17
Clark Kyle
Officer, Director · 30.00K 주(sh) · $752,343
Aug 14
Clark Kyle
Officer, Director · 17.80K 주(sh) · $439,021
Aug 13
Clark Kyle
Officer, Director · 30.00K 주(sh) · $762,525
Aug 12
Clark Kyle
Officer, Director · 15.00K 주(sh) · $352,000
Aug 11
Clark Kyle
Officer, Director · 17.00K 주(sh) · $415,937
Aug 10
Clark Kyle
Officer, Director · 15.89K 주(sh) · $385,252
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 14
SC 13G/A — DAVIS CHARLES A
Aug 14
SC 13G/A — Meyer Austin
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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