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Equibles

Clearstead Advisors, LLC

Position in BETR — Better Home & Finance Holding Co

CIK 842775 CLEVELAND, OH
Back to BETR Full portfolio

Position in BETR

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$5,582
-$1,648 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 89 holders
Holding Since
Sep 2023
12 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, 2026

Clearstead Advisors, LLC holds $1,366,219 across 7 Mortgage Finance names. BETR ranks #3 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
 84,890 $1,337,017
2 ONIT
Onity Group Inc.
 456 $18,126
3 BETR
Better Home & Finance Holding Co
This page 		203 $5,582
4 WD
Walker & Dunlop, Inc.
 66 $3,610
5 UWMC
UWM Holdings Corp
 609 $1,394
6 PFSI
PennyMac Financial Services, Inc.
 5 $435
7 VEL
Velocity Financial, Inc.
 3 $55

All Filings in BETR

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,582 203
2026-03-31 $7,230 203
2025-12-31 $6,613 203
2025-09-30 $11,396 203
2025-06-30 $2,515 203
2025-03-31 $2,215 203
2024-12-31 $1,810 203
2024-09-30 $3,615 203
2024-06-30 $4,675 10,187
2024-03-31 $5,062 10,187
2023-12-31 $8,322 10,187
2023-09-30 $4,879 10,187