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Security record · archived quarter

BETR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
0Δ holders
3.81MShares held
$104.88MReported value
+3New positions
−3Exits
Rising 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +16.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 0 3.81M $104.88M +3 −3
Q1 2026 44 +4 3.29M $117.25M +6 −2
Q4 2025 40 0 2.78M $90.47M +1 −1
Q3 2025 11 0 1.26M $70.78M +1 −1
Q2 2025 8 0 1.22M $15.18M +1 −1
Q1 2025 5 +1 355.80K $3.88M +1
Q4 2024 4 +2 129.45K $1.15M +2
Q3 2024 1 +1 65.88K $1.17M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 685.83K +41.1% $18.86M 0.0% ▲ Add 5 SEC ↗
9 Healthcare Of Ontario Pension Plan… 578.96K 0.0% $15.92M 0.0% Held 3 SEC ↗
10 Vanguard Capital Management Llc 495.75K +28.0% $13.63M 0.0% ▲ Add 2 SEC ↗
11 Goldman Sachs Group 337.98K +16.7% $9.29M 0.0% ▲ Add 4 SEC ↗
12 Citadel Advisors 335.99K +46.1% $9.24M 0.0% ▲ Add 6 SEC ↗
13 Geode Capital Management (passive) 237.32K +47.5% $6.53M 0.0% ▲ Add 8 SEC ↗
14 Geode Capital Management (passive) 237.32K +47.5% $6.53M 0.0% ▲ Add 8 SEC ↗
15 Bnp Paribas Financial Markets 221.64K +31.9% $6.10M 0.0% ▲ Add 3 SEC ↗
16 State Street Global Advisors (passive) 180.53K +46.3% $4.96M 0.0% ▲ Add 7 SEC ↗
17 Morgan Stanley 130.30K -33.5% $3.58M 0.0% ▼ Trim 4 SEC ↗
18 Morgan Stanley 130.30K -33.5% $3.58M 0.0% ▼ Trim 4 SEC ↗
19 Morgan Stanley 130.30K -33.5% $3.58M 0.0% ▼ Trim 4 SEC ↗
20 Morgan Stanley 130.30K -33.5% $3.58M 0.0% ▼ Trim 4 SEC ↗
21 Morgan Stanley 130.30K -33.5% $3.58M 0.0% ▼ Trim 4 SEC ↗
22 UBS Group AG 127.26K -57.9% $3.50M 0.0% ▼ Trim 3 SEC ↗
23 UBS Group AG 127.26K -57.9% $3.50M 0.0% ▼ Trim 3 SEC ↗
24 Northern Trust Corp 75.19K +59.0% $2.07M 0.0% ▲ Add 3 SEC ↗
25 Northern Trust Corp 75.19K +59.0% $2.07M 0.0% ▲ Add 3 SEC ↗
26 Northern Trust Corp 75.19K +59.0% $2.07M 0.0% ▲ Add 3 SEC ↗
27 Northern Trust Corp 75.19K +59.0% $2.07M 0.0% ▲ Add 3 SEC ↗
28 Northern Trust Corp 75.19K +59.0% $2.07M 0.0% ▲ Add 3 SEC ↗
29 Daiwa Securities Group Inc. 55.20K 0.0% $1.52M 0.0% Held 2 SEC ↗
30 Barclays Plc 52.41K +7.0% $1.44M 0.0% ▲ Add 3 SEC ↗
31 Barclays Plc 52.41K +7.0% $1.44M 0.0% ▲ Add 3 SEC ↗
32 Fifth Third Bancorp 39.69K -3.2% $1.09M 0.0% ▼ Trim 2 SEC ↗
33 Susquehanna International Group, Llp 30.75K +145.2% $845,763 0.0% ▲ Add 3 SEC ↗
34 Charles Schwab Investment… 30.00K +79.2% $825,110 0.0% ▲ Add 3 SEC ↗
35 Millennium Management 27.43K New $754,298 0.0% New 1 SEC ↗
36 Quantinno Capital Management LP 20.60K +45.3% $566,418 0.0% ▲ Add 2 SEC ↗
37 Bank of New York Mellon Corp 18.82K +35.5% $517,623 0.0% ▲ Add 3 SEC ↗
38 Bank of New York Mellon Corp 18.82K +35.5% $517,623 0.0% ▲ Add 3 SEC ↗
39 Bank of New York Mellon Corp 18.82K +35.5% $517,623 0.0% ▲ Add 3 SEC ↗
40 Bank of New York Mellon Corp 18.82K +35.5% $517,623 0.0% ▲ Add 3 SEC ↗
41 Bank of New York Mellon Corp 18.82K +35.5% $517,623 0.0% ▲ Add 3 SEC ↗
42 Swiss National Bank 17.70K +58.0% $486,750 0.0% ▲ Add 3 SEC ↗
43 AQR Capital Management 16.77K +6.4% $461,231 0.0% ▲ Add 4 SEC ↗
44 AQR Capital Management 16.77K +6.4% $461,231 0.0% ▲ Add 4 SEC ↗
45 AQR Capital Management 16.77K +6.4% $461,231 0.0% ▲ Add 4 SEC ↗
46 AQR Capital Management 16.77K +6.4% $461,231 0.0% ▲ Add 4 SEC ↗
47 Wells Fargo & Company/Mn 13.76K +155.7% $378,401 0.0% ▲ Add 3 SEC ↗
48 Wells Fargo & Company/Mn 13.76K +155.7% $378,401 0.0% ▲ Add 3 SEC ↗
49 Wells Fargo & Company/Mn 13.76K +155.7% $378,401 0.0% ▲ Add 3 SEC ↗
50 Wells Fargo & Company/Mn 13.76K +155.7% $378,401 0.0% ▲ Add 3 SEC ↗
51 Nuveen, LLC 13.70K +43.4% $376,723 0.0% ▲ Add 3 SEC ↗
52 Nuveen, LLC 13.70K +43.4% $376,723 0.0% ▲ Add 3 SEC ↗
53 Alliancebernstein L.P. 9.40K New $334,828 0.0% New 1 SEC ↗
54 Rhumbline Advisers 8.68K +23.9% $238,559 0.0% ▲ Add 3 SEC ↗
55 Deutsche Bank Ag\ 7.95K +33.5% $218,626 0.0% ▲ Add 3 SEC ↗
56 Deutsche Bank Ag\ 7.95K +33.5% $218,626 0.0% ▲ Add 3 SEC ↗
57 Bank Of America Corp /De/ 7.90K +20.4% $217,140 0.0% ▲ Add 3 SEC ↗
58 Legal & General Group Plc 5.22K +51.3% $143,577 0.0% ▲ Add 3 SEC ↗
59 Legal & General Group Plc 5.22K +51.3% $143,577 0.0% ▲ Add 3 SEC ↗
60 Legal & General Group Plc 5.22K +51.3% $143,577 0.0% ▲ Add 3 SEC ↗
61 Rockefeller Capital Management L.P. 5.14K +90.4% $141,350 0.0% ▲ Add 3 SEC ↗
62 Rockefeller Capital Management L.P. 5.14K +90.4% $141,350 0.0% ▲ Add 3 SEC ↗
63 Citigroup Inc 4.68K -49.7% $128,673 0.0% ▼ Trim 3 SEC ↗
64 Citigroup Inc 4.68K -49.7% $128,673 0.0% ▼ Trim 3 SEC ↗
65 Russell Investments Group, Ltd. 4.16K +577.5% $114,400 0.0% ▲ Add 3 SEC ↗
66 Russell Investments Group, Ltd. 4.16K +577.5% $114,400 0.0% ▲ Add 3 SEC ↗
67 Royal Bank Of Canada 3.86K +41.6% $106,000 0.0% ▲ Add 3 SEC ↗
68 Royal Bank Of Canada 3.86K +41.6% $106,000 0.0% ▲ Add 3 SEC ↗
69 Royal Bank Of Canada 3.86K +41.6% $106,000 0.0% ▲ Add 3 SEC ↗
70 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.68K +38.5% $101,118 0.0% ▲ Add 3 SEC ↗
71 JPMorgan Chase 3.35K +6.9% $89,070 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 3.35K +6.9% $89,070 0.0% ▲ Add 4 SEC ↗
73 JPMorgan Chase 3.35K +6.9% $89,070 0.0% ▲ Add 4 SEC ↗
74 New York State Common Retirement… 2.50K 0.0% $68,750 0.0% Held 3 SEC ↗
75 Fidelity (FMR) 511 -48.2% $14,053 0.0% ▼ Trim 5 SEC ↗
76 Osaic Holdings, Inc. 334 -3.8% $9,185 0.0% ▼ Trim 3 SEC ↗
77 Osaic Holdings, Inc. 334 -3.8% $9,185 0.0% ▼ Trim 3 SEC ↗
78 Jones Financial Companies Lllp 130 0.0% $3,337 0.0% Held 3 SEC ↗
79 Group One Trading Llc 16 -97.0% $440 0.0% ▼ Trim 3 SEC ↗
80 Pnc Financial Services Group, Inc. 15 +150.0% $413 0.0% ▲ Add 3 SEC ↗
81 Us Bancorp \De\ 13 -75.5% $358 0.0% ▼ Trim 2 SEC ↗
82 Assetmark, Inc 9 New $248 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $754,298 0.0%
Alliancebernstein L.P. $334,828 0.0%
Assetmark, Inc $248 0.0%

Exited

Squarepoint Ops LLC $418,784 was 0.0%
Tudor Investment Corp Et Al $324,605 was 0.0%
Simplex Trading, Llc $70,741 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 5.32M shares, $189.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 Smith Chad M.

Officer · 3.31K sh · $42,508

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 25 SC 13D/A — Activant Ventures Advisors III, LLC

8.9% of class · View original SEC filing ↗

Aug 19 SC 13D — Global Investment Ventures LLC

4.7% of class · View original SEC filing ↗

Aug 18 SC 13D/A — Garg Vishal

13.7% of class · View original SEC filing ↗

Aug 17 SC 13D/A — Garg Vishal

13.7% of class · View original SEC filing ↗

Aug 17 SC 13D/A — Activant Ventures Advisors III, LLC

8.9% of class · View original SEC filing ↗

Aug 14 SC 13G/A — FRONTIER CAPITAL MANAGEMENT CO LLC

View original SEC filing ↗

Aug 14 SC 13D/A — Activant Ventures Advisors III, LLC

8.9% of class · View original SEC filing ↗

Jul 27 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Jun 29 SC 13D/A — Activant Ventures Advisors III, LLC

9.0% of class · View original SEC filing ↗

May 29 SC 13D/A — Garg Vishal

13.5% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API