Integrated Wealth Concepts LLC

Position in BETR — Better Home & Finance Holding Co

CIK 1737109 WALTHAM, MA

Position in BETR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$297,462

New position

Shares Held

8,351

first reported quarter

Ownership

0.044%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $1,885,391 across 3 Mortgage Finance names. BETR ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	107,566	$1,532,815
2	BETR	Better Home & Finance Holding Co This page	8,351	$297,462
3	UWMC	UWM Holdings Corp	15,225	$55,114

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$297,462	8,351	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.