Vault-13

BETTER HOME & FINANCE HOLDIN

COM CL A · CUSIP 08774B102

42 institutional holders +12 vs Q3 2023
174,008,820174.0m shares reported held*
$142.2mreported value*
16 new 6 added 6 reduced 7 sold out net bought ≈ $2.7m (+3.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.82.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 30Q4 23: 4242Q3 23Q4 23
Numbers
QuarterHolders
Q3 202330
Q4 202342

Biggest buyers

VANGUARD GROUP INC New +4,722,485+4.7m
GEODE CAPITAL MANAGEMENT, LLC New +2,533,618+2.5m
Greenland Capital Management LP New +630,000+630.0k
MORGAN STANLEY Added +592,210+592.2k
NORTHERN TRUST CORP New +224,588+224.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC New +212,871+212.9k
ROYAL BANK OF CANADA Added +182,417+182.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +142,499+142.5k
JANE STREET GROUP, LLC New +122,650+122.7k
Bank of New York Mellon Corp New +115,255+115.3k

Biggest sellers

Catterton Management Company, L.L.C. Reduced -4,257,752-4.3m
Alyeska Investment Group, L.P. Sold out -1,750,000-1.8m
HRT FINANCIAL LP Sold out -153,767-153.8k
CITADEL ADVISORS LLC Sold out -101,844-101.8k
COWEN AND COMPANY, LLC Reduced -95,305-95.3k
Eudaimonia Partners, LLC Sold out -69,741-69.7k
TWO SIGMA SECURITIES, LLC Reduced -52,508-52.5k
SANDERS MORRIS HARRIS LLC Sold out -50,000-50.0k
XTX Topco Ltd Sold out -45,725-45.7k
HighTower Advisors, LLC Reduced -32,329-32.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Novator Capital Sponsor Ltd. 13D · may seek influence +1.1 pts · filed 2026-05-19
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to include the following: Purchaser by Telco Holding Trust: Between May 7, 2026 and May 8, 2026, Telco Holding Trust purchased an aggregate of 298,756 shares of Class A Common Stock of the Issuer in open market purchases, as set forth in Annex A hereto. Full filing
7.3% +1.1 pts 958.2k 2026-05-19

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pine Brook Road Advisors, L.P. 20.10% of their portfolio BEDFORD, NY 49,783,02849.8m $40.6m $40.6m 20.10% First filing
2 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.08% of their portfolio TORONTO, A6 29,284,90829.3m $23.9m $23.9m 0.08% Unchanged
3 Ally Financial Inc. 2.09% of their portfolio Detroit, MI 19,550,17219.6m $16.0m $16.0m 2.09% Unchanged
4 Catterton Management Company, L.L.C. 2.31% of their portfolio GREENWICH, CT 18,945,25018.9m $15.5m $15.5m 2.31% Reduced -4.3m -4,257,752
5 KPCB DGF II Associates, LLC 13.46% of their portfolio MENLO PARK, CA 17,925,92817.9m $14.7m $14.7m 13.46% Unchanged
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,246,74513.2m $10.8m $10.8m 0.00% Added +12.0k +12,039
7 AMERICAN EXPRESS CO 0.61% of their portfolio NEW YORK, NY 7,766,6137.8m $6.3m $6.3m 0.61% First filing
8 IA Venture Strategies Fund II, LP 2.97% of their portfolio NEW YORK, NY 6,113,1416.1m $5.0m $5.0m 2.97% Added +113.1k +113,141
9 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 4,722,4854.7m $3.9m $3.9m 0.00% New
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,533,6182.5m $2.1m $2.1m 0.00% New
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,184,4201.2m $967.1k $967.1k 0.00% Added +592.2k +592,210
12 Greenland Capital Management LP 0.08% of their portfolio NEW YORK, NY 630,000630.0k $514.4k $514.4k 0.08% New
13 Simplicity Solutions, LLC 0.01% of their portfolio MINNEAPOLIS, MN 261,932261.9k $213.9k $213.9k 0.01% Unchanged
14 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 261,932261.9k $213.9k $213.9k 0.01% Unchanged
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 224,588224.6k $183.4k $183.4k 0.00% New
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 212,871212.9k $173.8k $173.8k 0.00% New
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 182,517182.5k $149.0k $149.0k 0.00% Added +182.4k +182,417
18 COWEN AND COMPANY, LLC 0.01% of their portfolio NEW YORK, NY 150,000150.0k $122.5k $122.5k 0.01% Reduced -95.3k -95,305
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 142,499142.5k $116.3k $116.3k 0.00% New
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 122,650122.7k $100.1k $100.1k 0.00% New
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 115,255115.3k $94.1k $94.1k 0.00% New
22 Virtu Financial LLC 0.01% of their portfolio New York, NY 109,452109.5k $89.0k $89.0k 0.01% Added +89.1k +89,087
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 101,954102.0k $83.2k $83.2k 0.00% Unchanged
24 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 83,98884.0k $68.6k $68.6k 0.01% New
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 67,54667.5k $55.2k $55.2k 0.00% New
26 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 50,10050.1k $40.9k $40.9k 0.00% New
27 Scientech Research LLC 0.03% of their portfolio JERSEY CITY, NJ 37,43837.4k $30.1k $30.1k 0.03% First filing
28 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 31,70531.7k $25.9k $25.9k 0.00% Reduced -52.5k -52,508
29 Main Street Research LLC 0.00% of their portfolio SAUSALITO, CA 29,37329.4k $24.0k $24.0k 0.00% Unchanged
30 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 26,84926.8k $21.9k $21.9k 0.00% New
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,80025.8k $21.0k $21.0k 0.00% Reduced -32.3k -32,329
32 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,30413.3k $10.9k $10.9k 0.00% Reduced -4.9k -4,923
33 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 13,00013.0k $10.6k $10.6k 0.00% New
34 Brooklyn FI, LLC 0.00% of their portfolio NEW YORK, NY 12,69612.7k $10.4k $10.4k 0.00% Unchanged
35 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 11,33311.3k $9.3k $9.3k 0.01% New
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,34010.3k $8.4k $8.4k 0.00% Added +4.9k +4,933
37 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 10,18710.2k $8.3k $8.3k 0.00% Reduced -10.2k -10,187
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,6499.6k $7.9k $7.9k 0.00% Unchanged
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9471.9k $1.6k $1.6k 0.00% New
40 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0001.0k $817 $817 0.00% Unchanged
41 O'Dell Group, LLC 0.00% of their portfolio CINCINNATI, OH 607607 $496 $496 0.00% New
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged