Who owns BRTR?
iShares Total Return Active ETF · iShares
73 institutions reported holding BRTR, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BRTR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | St. Petersburg, FL | $244.5M | 4,858,060 | +831,088 shares |
| JPMorgan Chase & Co | New York, NY | $175.5M | 3,474,045 | +667,059 shares |
| Sagespring Wealth Partners, LLC | Franklin, TN | $118.9M | 2,363,407 | +402,762 shares |
| OpenArc Corporate Advisory, LLC | Atlanta, GA | $87.3M | 1,735,603 | +288,948 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $85.1M | 1,691,938 | +1,586,564 shares |
| Bank of America Corp. | Charlotte, NC | $42.5M | 844,816 | +75,089 shares |
| Weil Company, Inc. | San Diego, CA | $32.9M | 654,030 | +20,918 shares |
| Pinnacle Financial Partners, Inc. | Atlanta, GA | $30.0M | 595,225 | +28,475 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $20.9M | 414,827 | +137,987 shares |
| CFS Investment Advisory Services, LLC | Totowa, NJ | $16.3M | 325,235 | +33,497 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BRTR?
73 institutional managers reported holding BRTR in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Dynasty Wealth Management, LLC, at $244.5M.
Did institutions buy or sell BRTR last quarter?
Reported 13F value rose 31.1% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BRTR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.