Vault-13

BETTER HOME & FINANCE HOLDIN

COM CL A · CUSIP 08774B102

39 institutional holders +1 vs Q1 2024
181,068,870181.1m shares reported held*
$83.1mreported value*
6 new 8 added 5 reduced 6 sold out net bought ≈ $10.8m (+23.5m 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 ≈ $0.46.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 30Q4 23: 42Q1 24: 38Q2 24: 3939Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202330
Q4 202342
Q1 202438
Q2 202439

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 22 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 12 cut or sold outQ1 24Q2 24: 14 bought or addedQ2 24: 11 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20232213
Q1 20241612
Q2 20241411

Biggest buyers

Catterton Management Company, L.L.C. New +23,203,001+23.2m
VANGUARD GROUP INC Added +7,052,673+7.1m
BlackRock Inc. New +3,834,840+3.8m
Alpine Global Management, LLC New +300,000+300.0k
GEODE CAPITAL MANAGEMENT, LLC Added +123,314+123.3k
Greenland Capital Management LP Added +65,000+65.0k
NORTHERN TRUST CORP Added +64,943+64.9k
STATE STREET CORP Added +22,600+22.6k
JANE STREET GROUP, LLC New +21,787+21.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,986+19.0k

Biggest sellers

AMERICAN EXPRESS CO Sold out -7,766,613-7.8m
Ally Financial Inc. Reduced -1,656,524-1.7m
MORGAN STANLEY Reduced -1,184,420-1.2m
State of Wyoming Sold out -191,920-191.9k
ROYAL BANK OF CANADA Sold out -182,617-182.6k
Virtu Financial LLC Sold out -124,743-124.7k
TWO SIGMA SECURITIES, LLC Reduced -48,295-48.3k
XTX Topco Ltd Reduced -17,245-17.2k
UBS Group AG Sold out -13,201-13.2k
WELLS FARGO & COMPANY/MN Sold out -2,021-2.0k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pine Brook Road Advisors, L.P. 11.71% of their portfolio BEDFORD, NY 49,783,02849.8m $22.9m $22.9m 11.71% Unchanged
2 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 29,387,28929.4m $13.5m $13.5m 0.04% Unchanged
3 Catterton Management Company, L.L.C. 0.13% of their portfolio GREENWICH, CT 23,203,00123.2m $10.7m $10.7m 0.13% New
4 KPCB DGF II Associates, LLC 5.98% of their portfolio MENLO PARK, CA 17,925,92817.9m $8.2m $8.2m 5.98% Unchanged
5 Ally Financial Inc. 1.02% of their portfolio Detroit, MI 17,893,64817.9m $8.2m $8.2m 1.02% Reduced -1.7m -1,656,524
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,236,37713.2m $6.1m $6.1m 0.00% Added +109 +109
7 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 11,735,41311.7m $5.4m $5.4m 0.00% Added +7.1m +7,052,673
8 IA Venture Strategies Fund II, LP 5.12% of their portfolio NEW YORK, NY 6,113,1416.1m $2.8m $2.8m 5.12% Unchanged
9 BlackRock Inc. 0.00% of their portfolio New York, NY 3,834,8403.8m $1.8m $1.8m 0.00% New
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,936,3822.9m $1.3m $1.3m 0.00% Added +123.3k +123,314
11 Greenland Capital Management LP 0.11% of their portfolio NEW YORK, NY 1,120,0001.1m $514.1k $514.1k 0.11% Added +65.0k +65,000
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 811,300811.3k $372.4k $372.4k 0.00% Added +22.6k +22,600
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 592,210592.2k $271.8k $271.8k 0.00% Reduced -1.2m -1,184,420
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 538,074538.1k $247.0k $247.0k 0.00% Added +64.9k +64,943
15 Alpine Global Management, LLC 0.02% of their portfolio NEW YORK, NY 300,000300.0k $137.7k $137.7k 0.02% New
16 Simplicity Wealth,LLC 0.00% of their portfolio SUMMIT, NJ 261,932261.9k $120.2k $120.2k 0.00% Unchanged
17 Bleakley Financial Group, LLC 0.00% of their portfolio PARSIPPANY, NJ 261,932261.9k $120.2k $120.2k 0.00% Unchanged
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 212,871212.9k $97.7k $97.7k 0.00% Unchanged
19 DC Investments Management, LLC 0.08% of their portfolio MCLEAN, VA 198,120198.1k $90.9k $90.9k 0.08% Unchanged
20 COWEN AND COMPANY, LLC 0.00% of their portfolio NEW YORK, NY 150,000150.0k $68.8k $68.8k 0.00% Unchanged
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 104,286104.3k $47.9k $47.9k 0.00% Added +2.3k +2,332
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 98,95099.0k $45.4k $45.4k 0.00% Added +19.0k +18,986
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 67,54667.5k $31.0k $31.0k 0.00% Unchanged
24 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 58,31158.3k $26.8k $26.8k 0.00% Reduced -17.2k -17,245
25 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 49,11349.1k $22.5k $22.5k 0.00% Reduced -48.3k -48,295
26 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,33440.3k $18.5k $18.5k 0.00% Reduced -100 -100
27 Main Street Research LLC 0.00% of their portfolio SAUSALITO, CA 29,37329.4k $13.5k $13.5k 0.00% Unchanged
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 26,04826.0k $12.0k $12.0k 0.00% Unchanged
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,78721.8k $10.0k $10.0k 0.00% New
30 Brooklyn FI, LLC 0.00% of their portfolio NEW YORK, NY 12,69612.7k $5.8k $5.8k 0.00% Unchanged
31 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.00% of their portfolio JUPITER, FL 11,33311.3k $5.2k $5.2k 0.00% Unchanged
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,00011.0k $5.0k $5.0k 0.00% New
33 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 10,41910.4k $4.8k $4.8k 0.00% First filing
34 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 10,18710.2k $4.7k $4.7k 0.00% Unchanged
35 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,00010.0k $4.6k $4.6k 0.00% Unchanged
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,6499.6k $4.4k $4.4k 0.00% Unchanged
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,3521.4k $620 $620 0.00% New
38 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0001.0k $459 $459 0.00% Unchanged
39 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged