Position in BETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,185
-$3,174 QoQ
Shares Held
334
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 89 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $3,267,978 across 10 Mortgage Finance names. BETR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
165,149 | $2,601,096 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
2,812 | $244,925 | |
| 3 | UWMC |
UWM Holdings Corp
|
82,866 | $189,762 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,717 | $93,918 | |
| 5 | LDI |
loanDepot, Inc.
|
51,814 | $64,767 | |
| 6 | ONIT |
Onity Group Inc.
|
880 | $34,980 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
4,995 | $28,971 | |
| 8 | BETR |
Better Home & Finance Holding Co
This page
|
334 | $9,185 |
All Filings in BETR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,185 | 334 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,359 | 347 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,236 | 437 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,778 | 192 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,378 | 192 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,095 | 192 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $4,428 | 9,649 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,795 | 9,649 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,883 | 9,649 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,621 | 9,649 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||