BETR · Better Home & Finance Holding Co

$14.48 +1.28 (+9.66%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$275.00M

19.00M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 101

Total Value: $177,185,191

Total Shares: 7,114,122

Showing 1–100 of 110 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 101 13F filers · Δ vs Mar 31, 2026

Top Holder

10.6%

−3.0 pts

Top 5

46.8%

−2.6 pts

Top 10

71.6%

−2.8 pts

HHI

618

Broadly held−71

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: -14.6%

Shares held: +8.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+199,735	685,834
Mega VANGUARD CAPITAL MANAGEMENT LLC	+108,423	495,753
Mega CITADEL ADVISORS LLC	+101,523	470,389
Mega GEODE CAPITAL MANAGEMENT, LLC	+76,432	237,325
Mega STATE STREET CORP	+57,150	180,526

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega UBS Group AG	−175,307	127,263
Large FRONTIER CAPITAL MANAGEMENT CO LLC	−168,336	625,598
Large Hudson Bay Capital Management LP	−118,538	61,985
Mega MORGAN STANLEY	−65,685	130,300
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	−36,789	69,231

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Whetstone Capital Advisors, LLC	253,987	$6,984,642
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	47,910	$1,317,525
Small INTRINSIC EDGE CAPITAL MANAGEMENT LLC	47,156	$1,296,790
Large ExodusPoint Capital Management, LP	36,463	$1,002,732
Mega ALLIANCEBERNSTEIN L.P.	9,400	$258,500

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Oasis Advisors, LLC	37,125	$1,322,392
Large POLEN CAPITAL MANAGEMENT LLC	15,959	$568,459
Large Squarepoint Ops LLC	11,757	$418,784
Large TUDOR INVESTMENT CORP ET AL	9,113	$324,605
Mid DAYMARK WEALTH PARTNERS, LLC	6,022	$214,503

Filter: New 18 Increased 34 Reduced 23 Sold out 20 Unchanged 26

Showing 100 of 110

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$18,860,433

10.64%

685,834

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	6,279	$172,672	0.9%	Sole
BlackRock Investment Management, LLC	24,226	$666,215	3.5%	Sole
BLACKROCK ADVISORS LLC	16,939	$465,822	2.5%	Sole
BlackRock Fund Advisors	336,447	$9,252,292	49.1%	Sole
BlackRock Institutional Trust Company, N.A.	287,312	$7,901,080	41.9%	Sole
BlackRock Fund Managers Ltd.	2,940	$80,850	0.4%	Sole
BlackRock Asset Management Ireland Ltd	5,661	$155,677	0.8%	Sole
Aperio Group, LLC	6,030	$165,825	0.9%	Sole

SOFTBANK GROUP CORP.

$17,285,207

9.76%

628,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SB Global Advisers Limited	628,553	$17,285,207	100.0%	Defined

FRONTIER CAPITAL MANAGEMENT CO LLC

$17,203,945

9.71%

625,598

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$15,921,400

8.99%

578,960

VANGUARD CAPITAL MANAGEMENT LLC

$13,633,207

7.69%

495,753

GOLDMAN SACHS GROUP INC

$9,294,395

5.25%

337,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	337,978	$9,294,395	100.0%	Defined

CITADEL ADVISORS LLC

$9,239,697

5.21%

335,989

Whetstone Capital Advisors, LLC

$6,984,642

3.94%

253,987

GEODE CAPITAL MANAGEMENT, LLC

$6,526,437

3.68%

237,325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	36,105	$992,887	15.2%	Defined
Held directly	201,220	$5,533,550	84.8%	Defined

BNP PARIBAS ARBITRAGE, SA

$6,095,017

3.44%

221,637

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,552,250

3.13%

201,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	201,900	$5,552,250	100.0%	Other

STATE STREET CORP

$4,964,465

2.80%

180,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	180,526	$4,964,465	100.0%	Defined

MORGAN STANLEY

$3,583,249

2.02%

130,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	2	$55	0.0%	Defined
MORGAN STANLEY & CO. LLC	2,892	$79,530	2.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	81,661	$2,245,677	62.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	35,299	$970,722	27.1%	Defined
Morgan Stanley Bank, N.A.	10,446	$287,265	8.0%	Defined

UBS Group AG

$3,499,732

1.98%

127,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	112,563	$3,095,482	88.4%	Defined
UBS Switzerland AG	14,700	$404,250	11.6%	Defined

GRATIA CAPITAL, LLC

$2,762,595

1.56%

100,458

CITADEL ADVISORS LLC

$2,637,250

1.49%

95,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	95,900	$2,637,250	100.0%	Defined

NORTHERN TRUST CORP

$2,067,586

1.17%

75,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	69,517	$1,911,717	92.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	4,417	$121,467	5.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,251	$34,402	1.7%	Other

VANGUARD FIDUCIARY TRUST CO

$1,977,827

1.12%

71,921

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,903,852

1.07%

69,231

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,859,000

1.05%

67,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	67,600	$1,859,000	100.0%	Other

Hudson Bay Capital Management LP

$1,704,587

0.96%

61,985

Walleye Capital LLC

$1,604,212

0.91%

58,335

Stoic Point Capital Management LLC

$1,565,987

0.88%

56,945

Daiwa Securities Group Inc.

$1,518,000

0.86%

55,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Daiwa Capital Markets America Inc.	55,200	$1,518,000	100.0%	Defined

Daiwa Securities Group Inc.

$1,518,000

0.86%

55,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Daiwa Capital Markets America Inc.	55,200	$1,518,000	100.0%	Defined

BARCLAYS PLC

$1,441,192

0.81%

52,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	51,132	$1,406,130	97.6%	Defined
BARCLAYS CAPITAL INC.	1,275	$35,062	2.4%	Defined

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$1,317,525

0.74%

47,910

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

$1,296,790

0.73%

47,156

FIFTH THIRD BANCORP

$1,091,420

0.62%

39,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	39,688	$1,091,420	100.0%	Defined

CITADEL ADVISORS LLC

$1,058,750

0.60%

38,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,500	$1,058,750	100.0%	Defined

ExodusPoint Capital Management, LP

$1,002,732

0.57%

36,463

JANE STREET GROUP, LLC

$926,750

0.52%

33,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	33,700	$926,750	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$845,762

0.48%

30,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	30,755	$845,762	100.0%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$825,110

0.47%

30,004

MILLENNIUM MANAGEMENT LLC

$754,297

0.43%

27,429

Engineers Gate Manager LP

$693,220

0.39%

25,208

Quantinno Capital Management LP

$566,417

0.32%

20,597

Bank of New York Mellon Corp

$517,631

0.29%

18,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	4,771	$131,202	25.3%	Defined
The Bank of New York Mellon	12,916	$355,190	68.6%	Defined
BNY Mellon, NA joint	1,135	$31,212	6.0%	Defined
Held directly	1	$27	0.0%	Defined

Swiss National Bank

$486,750

0.27%

17,700

AQR CAPITAL MANAGEMENT LLC

$461,229

0.26%

16,772

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	189	$5,197	1.1%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	152	$4,180	0.9%	Other
Stokes Family Office, LLC	47	$1,292	0.3%	Other
Held directly	16,384	$450,560	97.7%	Defined

WELLS FARGO & COMPANY/MN

$378,399

0.21%

13,760

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	7,220	$198,550	52.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,675	$73,562	19.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,800	$104,500	27.6%	Defined
Wells Fargo Securities, LLC	65	$1,787	0.5%	Defined

Nuveen, LLC

$376,722

0.21%

13,699

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,087	$84,892	22.5%	Defined
TEACHERS ADVISORS, LLC joint	10,612	$291,830	77.5%	Defined

JANE STREET GROUP, LLC

$341,000

0.19%

12,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,400	$341,000	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$258,500

0.15%

9,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	9,400	$258,500	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$243,512

0.14%

8,855

RHUMBLINE ADVISERS

$238,562

0.13%

8,675

DEUTSCHE BANK AG\

$218,624

0.12%

7,950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	159	$4,372	2.0%	Defined
DWS Investments UK Ltd	7,791	$214,252	98.0%	Defined

BANK OF AMERICA CORP /DE/

$217,140

0.12%

7,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	7,896	$217,140	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$210,540

0.12%

7,656

Legal & General Group Plc

$143,577

0.08%

5,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	774	$21,285	14.8%	Defined
Legal & General Investment Management Ltd joint	4,447	$122,292	85.2%	Defined

MetLife Investment Management, LLC

$142,835

0.08%

5,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	5,194	$142,835	100.0%	Defined

Rockefeller Capital Management L.P.

$141,350

0.08%

5,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	240	$6,600	4.7%	Defined
ROCKEFELLER FINANCIAL LLC	4,900	$134,750	95.3%	Defined

CITIGROUP INC

$128,672

0.07%

4,679

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,679	$128,672	100.0%	Defined

Vanguard Global Advisers, LLC

$124,850

0.07%

4,540

Russell Investments Group, Ltd.

$114,399

0.06%

4,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,160	$114,399	100.0%	Defined

ROYAL BANK OF CANADA

$106,205

0.06%

3,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	242	$6,655	6.3%	Defined
RBC Capital Markets, LLC	3,618	$99,495	93.7%	Defined
Held directly	2	$55	0.1%	Sole

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$101,117

0.06%

3,677

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	3,677	$101,117	100.0%	Defined

JPMORGAN CHASE & CO

$92,152

0.05%

3,351

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	3,310	$91,025	98.8%	Defined
J.P. Morgan Investment Management Inc.	1	$27	0.0%	Defined
J.P. Morgan Securities plc	40	$1,100	1.2%	Defined

State of Wyoming

$84,122

0.05%

3,059

Police & Firemen's Retirement System of New Jersey

$82,417

0.05%

2,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,997	$82,417	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$68,750

0.04%

2,500

Vanguard Investments Australia, Ltd.

$51,012

0.03%

1,855

STRS OHIO

$49,500

0.03%

1,800

Solstein Capital, LLC

$36,932

0.02%

1,343

KLP KAPITALFORVALTNING AS

$33,000

0.02%

1,200

Tower Research Capital LLC (TRC)

$26,922

0.02%

979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	979	$26,922	100.0%	Defined

Federation des caisses Desjardins du Quebec

$20,625

0.01%

750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	750	$20,625	100.0%	Defined

FMR LLC

$14,052

0.01%

511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	511	$14,052	100.0%	Defined

Ameritas Investment Partners, Inc.

$13,777

0.01%

501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	501	$13,777	100.0%	Other

Richard W. Paul & Associates, LLC

$11,000

0.01%

400

OSAIC HOLDINGS, INC.

$9,185

0.01%

334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2	$55	0.6%	Defined
Osaic Advisory Services, LLC	332	$9,130	99.4%	Defined

Arax Advisory Partners

$7,920

0.00%

288

Advocate Investing Services LLC

$7,837

0.00%

285

Clearstead Advisors, LLC

$5,582

0.00%

203

SBI Securities Co., Ltd.

$5,555

0.00%

202

Versant Capital Management, Inc

$5,335

0.00%

194

CGC Financial Services, LLC

$4,180

0.00%

152

Westfuller Advisors, LLC

$3,602

0.00%

131

JONES FINANCIAL COMPANIES LLLP

$3,575

0.00%

130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	130	$3,575	100.0%	Sole

Global Retirement Partners, LLC

$3,355

0.00%

122

GAMMA Investing LLC

$1,760

0.00%

Integrated Wealth Concepts LLC

$1,512

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

$1,375

0.00%

PlanVest Financial, Inc

$1,100

0.00%

Essential Partners LLC

$852

0.00%

Sterling Capital Management LLC

$770

0.00%

True Wealth Design, LLC

$632

0.00%

GROUP ONE TRADING LLC

$440

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$412

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	15	$412	100.0%	Defined

US BANCORP \DE\

$357

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	13	$357	100.0%	Defined

EverSource Wealth Advisors, LLC

$329

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$55	16.7%	Sole
Held directly	10	$274	83.3%	Sole

ASSETMARK, INC

$247

0.00%

Allworth Financial LP

$192

0.00%

Fortitude Family Office, LLC

$165

0.00%

Stone House Investment Management, LLC

$55

0.00%

IFP Advisors, Inc

$55

0.00%

D. E. Shaw & Co., Inc. BETRW

—

27,202

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	27,202	$0	—	Defined

Vestcor Inc BETRW

—

18,750

WOLVERINE ASSET MANAGEMENT LLC BETRW

—

3,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	3,350	$0	—	Defined

Silver Rock Financial LP BETRW

—

45,085

Key facts CIK 1835856 CUSIP 08774B508 13F (30d) 60 filings 60 filers Visit website Investor relations