Vault-13

BETTER HOME & FINANCE HOLDIN BETR

COM NEW CL A · Common Stock · CUSIP 08774B508

90 institutional holders -2 vs Q1 2026
5,937,7105.9m shares reported held*
$163.4mreported value*
16 new 34 added 21 reduced 18 sold out net bought ≈ $17.1m (+621.0k 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 ($5.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.51. Options: 6 managers hold calls ($11.5m notional), 6 hold puts ($5.3m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 24: 20Q4 24: 28Q1 25: 29Q2 25: 49Q3 25: 62Q4 25: 76Q1 26: 92Q2 26: 9090Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202420
Q4 202428
Q1 202529
Q2 202549
Q3 202562
Q4 202576
Q1 202692
Q2 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 24: 12 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 10 cut or sold outQ2 25: 35 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 42 bought or addedQ3 25: 23 cut or sold outQ4 25: 55 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 25 cut or sold outQ2 26: 50 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2024125
Q1 20251410
Q2 2025359
Q3 20254223
Q4 20255519
Q1 20265125
Q2 20265039

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ3 25 calls: $6.4mQ3 25 puts: $1.4mQ3 25P/C 0.21Q4 25 calls: $10.7mQ4 25 puts: $6.2mQ4 25P/C 0.58Q1 26 calls: $18.4mQ1 26 puts: $4.4mQ1 26P/C 0.24Q2 26 calls: $11.5mQ2 26 puts: $5.3mQ2 26P/C 0.46
Numbers
QuarterCallsPutsP/C
Q3 2025$6.4m$1.4m0.21
Q4 2025$10.7m$6.2m0.58
Q1 2026$18.4m$4.4m0.24
Q2 2026$11.5m$5.3m0.46

Biggest buyers

Whetstone Capital Advisors, LLC New +253,987+254.0k
BlackRock, Inc. Added +199,735+199.7k
VANGUARD CAPITAL MANAGEMENT LLC Added +108,423+108.4k
CITADEL ADVISORS LLC Added +106,023+106.0k
GEODE CAPITAL MANAGEMENT, LLC Added +76,432+76.4k
STATE STREET CORP Added +57,150+57.1k
BNP PARIBAS FINANCIAL MARKETS Added +53,593+53.6k
Walleye Capital LLC Added +50,976+51.0k
GOLDMAN SACHS GROUP INC Added +48,286+48.3k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC New +47,910+47.9k

Biggest sellers

UBS Group AG Reduced -174,699-174.7k
FRONTIER CAPITAL MANAGEMENT CO LLC Reduced -168,336-168.3k
Hudson Bay Capital Management LP Reduced -118,538-118.5k
MORGAN STANLEY Reduced -65,685-65.7k
Oasis Advisors, LLC Sold out -37,125-37.1k
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced -36,789-36.8k
POLEN CAPITAL MANAGEMENT LLC Sold out -15,959-16.0k
Squarepoint Ops LLC Sold out -11,757-11.8k
GRATIA CAPITAL, LLC Reduced -9,895-9.9k
TUDOR INVESTMENT CORP ET AL Sold out -9,113-9.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.6m201.9k shares
CITADEL ADVISORS LLC Reduced $2.6m95.9k shares
IMC-Chicago, LLC Added $2.2m81.3k shares
JANE STREET GROUP, LLC Reduced $926.8k33.7k shares
SIMPLEX TRADING, LLC Reduced $143.0k5.2k shares
GROUP ONE TRADING LLC Reduced $35.8k1.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9m67.6k shares
Daiwa Securities Group Inc. Unchanged $1.5m55.2k shares
CITADEL ADVISORS LLC Added $1.1m38.5k shares
IMC-Chicago, LLC Added $536.2k19.5k shares
JANE STREET GROUP, LLC New $341.0k12.4k shares
SIMPLEX TRADING, LLC Reduced $13.8k500 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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
Garg Vishal 13D · may seek influence no change · filed 2026-10-05
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to include the following information: As previously disclosed, the Reporting Persons filed a consent solicitation statement on Schedule 14A with the Securities and Exchange Commission to, among other things, remove without cause, Daniel Lewis, Arnaud Massenet, Bhaskar Menon, Prabhu Narasimhan and Harit Talwar, as directors of the Issuer (the "Consent Solicitation"). On September 30, 2026, the Reporting Persons delivered signed written consents representing a majority of the Issuer's outstanding voting power as of August 21, 2026, the record date for the Consent Solicitation, evidencing that the Issuer's stockholders had approved each of the Reporting Persons' proposals. On October 5, 2026, the results of the Consent Solicitati… Full filing
13.7% no change 2.0m≈ $55.8m 2026-10-05
SOFTBANK GROUP CORP. 13D · may seek influence no change · filed 2025-04-30
Stated purposeExchange of Convertible Notes On April 28, 2025, pursuant to the terms of the Exchange Agreement and as previously disclosed, the Exchange Agreement closed. As a result, SB Northstar LP exchanged the Convertible Notes for the Senior Secured Notes and $110,000,000 in cash consideration. Full filing
12.8% no change 1.3m≈ $34.5m 2025-04-30
Framework Ventures IV L.P. 13G · institution new · filed 2026-04-06 12.4% new 1.3m≈ $36.3m 2026-04-06
Activant Ventures Advisors III, LLC 13D · may seek influence no change · filed 2026-10-07
Stated purposeThis Amendment No. 8 hereby amends and supplements Item 4 of the Schedule 13D by adding the following thereto: "Effective October 5, 2026, Mr. Sarracino was appointed to the board of directors of the Issuer (the "Board"). In his capacity as a director of the Issuer, Mr. Sarracino expects to consider and vote on, and may communicate with the Issuer's other directors, the Issuer's management team, stockholders of the Issuer, and/or other persons regarding, matters that have come or may come before the Board and/or other matters concerning the Issuer. Such matters may relate to, without limitation, the Issuer's business, strategy, financial position, capital structure, operations, management, corporate governance, and/or current or future initiatives that may be proposed or adopted by the Bo… Full filing
8.9% no change 1.3m≈ $35.5m 2026-10-07
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13G · institution filed 2026-02-13 5.9% 579.0k≈ $15.9m 2026-02-13
Orange Capital Ventures LP 13G · passive investor +0.8 pts · filed 2026-02-09 5.8% +0.8 pts 587.5k≈ $16.2m 2026-02-09
BlackRock, Inc. 13G · institution new · filed 2026-07-27 5.2% new 679.8k≈ $18.7m 2026-07-27

Fell to 5% or below in the last year: INTEGRATED CORE STRATEGIES (US) LLC (4.5%, 2026-10-16), Global Investment Ventures LLC (4.7%, 2026-08-19), FRONTIER CAPITAL MANAGEMENT CO LLC (4.8%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 1 buyingQ4 25: 3 sellingQ1 26: 1 buyingQ1 26: 2 sellingQ1 26Q2 26: 6 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$194.8k$194.8k
Q1 20250—0——
Q2 20251$597.2k0——
Q3 20250—1$380.9k$380.9k
Q4 20251$50.9k3$1.8m$1.8m
Q1 20261$685.2k2$1.3m$1.3m
Q2 20266$2.5m1$74.0k$74.0k
Q3 20260—2$80.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-17 Tuffin Paula General Counsel and CCO Sold 3,108 $12.36 $38.4k3.1k shares -7%
2026-08-19 Smith Chad M. President, BMC Sold 3,307 $12.85 $42.5k3.3k shares -66%
2026-06-11 FRATER HUGH R Director Bought 5,150 $24.34 $125.4k5.2k shares +438%
2026-05-22 Talwar Harit Director Bought 5,000 $25.34 $126.7k5.0k shares +13%
2026-05-21 Garg Vishal Chief Executive Officer, director Bought plan 15,600 $24.89 $388.3k15.6k shares +15%
2026-05-20 Garg Vishal Chief Executive Officer, director Bought 15,600 $25.00 $390.0k15.6k shares +18%
2026-05-18 Garg Vishal Chief Executive Officer, director Bought plan 15,600 $24.87 $388.0k15.6k shares +22%
2026-05-12 Advani Loveen Chief Financial Officer Bought 400 $30.55 $12.2k400 shares +364%
2026-05-11 Advani Loveen Chief Financial Officer Bought 100 $31.25 $3.1k100 shares +1000%
2026-05-08 Talwar Harit Director Bought 3,000 $30.43 $91.3k3.0k shares +8%
2026-05-08 Smith Chad M. Pres & COO, Better Mortgage · By Trust Sold plan 1,366 $29.81 $40.7k1.4k shares -6%
2026-05-08 Smith Chad M. Pres & COO, Better Mortgage Sold plan 1,089 $30.60 $33.3k1.1k shares -5%
2026-05-07 Garg Vishal Chief Executive Officer, director Bought plan 6,583 $30.00 $197.5k6.6k shares +10%
2026-04-10 Framework Labs, Inc. +5 10% owner · See Footnote Bought 54,384 $32.96 $1.8m54.4k shares +6%
2026-04-09 Talwar Harit Director Bought 5,000 $32.89 $164.4k5.0k shares +16%
2026-04-08 Garg Vishal Chief Executive Officer, director Bought 10,000 $35.05 $350.5k10.0k shares +18%
2026-04-08 Orn Jonsson Sigurgeir Chief Technology Officer Bought 1,000 $36.09 $36.1k1.0k shares +40%
2026-04-08 Talwar Harit Director Bought 1,000 $33.34 $33.3k1.0k shares +3%
2026-04-08 MENON BHASKAR Director Bought 590 $34.14 $20.1k590 shares +39%
2026-04-08 Advani Loveen Chief Financial Officer Bought 10 $35.50 $35510 shares new
2026-04-02 Talwar Harit Director Bought 5,000 $35.24 $176.2k5.0k shares +20%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 685,834685.8k $18.9m $18.9m 0.00% Added +199.7k +199,735
2 SOFTBANK GROUP CORP. 0.10% of their portfolio TOKYO, M0 628,553628.6k $17.3m $17.3m 0.10% Unchanged
3 FRONTIER CAPITAL MANAGEMENT CO LLC 0.16% of their portfolio Boston, MA 625,598625.6k $17.2m $17.2m 0.16% Reduced -168.3k -168,336
4 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio TORONTO, A6 578,960579.0k $15.9m $15.9m 0.02% Unchanged
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 495,753495.8k $13.6m $13.6m 0.00% Added +108.4k +108,423
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 337,978338.0k $9.3m $9.3m 0.00% Added +48.3k +48,286
7 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 335,989336.0k $9.2m $9.2m 0.01% Added +106.0k +106,023
8 Whetstone Capital Advisors, LLC 1.85% of their portfolio SHAWNEE MISSION, KS 253,987254.0k $7.0m $7.0m 1.85% New
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 237,325237.3k $6.5m $6.5m 0.00% Added +76.4k +76,432
10 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 221,637221.6k $6.1m $6.1m 0.00% Added +53.6k +53,593
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 180,526180.5k $5.0m $5.0m 0.00% Added +57.1k +57,150
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 130,300130.3k $3.6m $3.6m 0.00% Reduced -65.7k -65,685
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,263127.3k $3.5m $3.5m 0.00% Reduced -174.7k -174,699
14 GRATIA CAPITAL, LLC 3.17% of their portfolio LOS ANGELES, CA 100,458100.5k $2.8m $2.8m 3.17% Reduced -9.9k -9,895
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 75,18575.2k $2.1m $2.1m 0.00% Added +27.9k +27,906
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 71,92171.9k $2.0m $2.0m 0.00% Added +24.7k +24,661
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 69,23169.2k $1.9m $1.9m 0.00% Reduced -36.8k -36,789
18 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 61,98562.0k $1.7m $1.7m 0.01% Reduced -118.5k -118,538
19 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 58,33558.3k $1.6m $1.6m 0.01% Added +51.0k +50,976
20 Stoic Point Capital Management LLC 1.32% of their portfolio PALO ALTO, CA 56,94556.9k $1.6m $1.6m 1.32% Added +43.8k +43,845
21 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 55,20055.2k $1.5m $1.5m 0.00% Unchanged
22 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 52,40752.4k $1.4m $1.4m 0.00% Added +3.4k +3,419
23 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 47,91047.9k $1.3m $1.3m 0.02% New
24 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.16% of their portfolio CHICAGO, IL 47,15647.2k $1.3m $1.3m 0.16% New
25 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 39,68839.7k $1.1m $1.1m 0.00% Reduced -1.3k -1,301
26 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 36,46336.5k $1.0m $1.0m 0.01% New
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,75530.8k $845.8k $845.8k 0.00% Added +18.2k +18,213
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 30,00430.0k $825.1k $825.1k 0.00% Added +13.3k +13,265
29 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 27,42927.4k $754.3k $754.3k 0.00% New
30 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 25,20825.2k $693.2k $693.2k 0.01% Reduced -888 -888
31 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 20,59720.6k $566.4k $566.4k 0.00% Added +6.4k +6,420
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 18,82318.8k $517.6k $517.6k 0.00% Added +4.9k +4,933
33 Swiss National Bank 0.00% of their portfolio ZURICH, V8 17,70017.7k $486.8k $486.8k 0.00% Added +6.5k +6,500
34 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 16,77216.8k $461.2k $461.2k 0.00% Added +1.0k +1,014
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,76013.8k $378.4k $378.4k 0.00% Added +8.4k +8,378
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 13,69913.7k $376.7k $376.7k 0.00% Added +4.1k +4,146
37 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 9,4009.4k $334.8k $334.8k 0.00% New
38 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 8,8558.9k $243.5k $243.5k 0.00% Added +3.4k +3,351
39 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,6758.7k $238.6k $238.6k 0.00% Added +1.7k +1,676
40 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,9508.0k $218.6k $218.6k 0.00% Added +2.0k +1,994
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,8967.9k $217.1k $217.1k 0.00% Added +1.3k +1,339
42 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 7,6567.7k $210.5k $210.5k 0.00% Added +3.8k +3,819
43 Legal & General Group Plc 0.00% of their portfolio London, X0 5,2215.2k $143.6k $143.6k 0.00% Added +1.8k +1,770
44 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,1945.2k $142.8k $142.8k 0.00% Added +1.8k +1,814
45 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,1405.1k $141.3k $141.3k 0.00% Added +2.4k +2,440
46 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,6794.7k $128.7k $128.7k 0.00% Reduced -4.6k -4,617
47 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,5404.5k $124.8k $124.8k 0.00% Reduced -5.6k -5,596
48 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,1604.2k $114.4k $114.4k 0.00% Added +3.5k +3,546
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,8623.9k $106.0k $106.0k 0.00% Added +1.1k +1,134
50 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,6773.7k $101.1k $101.1k 0.00% Added +1.0k +1,023
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,3513.4k $89.1k $89.1k 0.00% Added +216 +216
52 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 3,0593.1k $84.1k $84.1k 0.01% New
53 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,9973.0k $82.4k $82.4k 0.00% Added +1.7k +1,711
54 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,5002.5k $68.8k $68.8k 0.00% Unchanged
55 Vanguard Investments Australia, Ltd. 0.00% of their portfolio Victoria, C3 1,8551.9k $51.0k $51.0k 0.00% Unchanged
56 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 1,8001.8k $49.5k $49.5k 0.00% New
57 Solstein Capital, LLC 0.01% of their portfolio Menlo Park, CA 1,3431.3k $36.9k $36.9k 0.01% Unchanged
58 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 1,2001.2k $33.0k $33.0k 0.00% Unchanged
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 979979 $26.9k $26.9k 0.00% Reduced -14 -14
60 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 750750 $20.6k $20.6k 0.00% New
61 FMR LLC 0.00% of their portfolio BOSTON, MA 511511 $14.1k $14.1k 0.00% Reduced -475 -475
62 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 501501 $13.8k $13.8k 0.00% Unchanged
63 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 400400 $11.0k $11.0k 0.00% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 334334 $9.2k $9.2k 0.00% Reduced -13 -13
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 288288 $7.9k $7.9k 0.00% New
66 Advocate Investing Services LLC 0.01% of their portfolio WOODBINE, MD 285285 $7.8k $7.8k 0.01% Unchanged
67 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 203203 $5.6k $5.6k 0.00% Unchanged
68 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 202202 $5.6k $5.6k 0.00% New
69 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 194194 $5.3k $5.3k 0.00% New
70 CGC Financial Services, LLC 0.00% of their portfolio LAKE OSWEGO, OR 152152 $4.2k $4.2k 0.00% New
71 Westfuller Advisors, LLC 0.00% of their portfolio New York, NY 131131 $3.6k $3.6k 0.00% Unchanged
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 130130 $3.3k $3.3k 0.00% Unchanged
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 122122 $3.4k $3.4k 0.00% First filing
74 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 6464 $1.8k $1.8k 0.00% Reduced -42 -42
75 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5555 $1.5k $1.5k 0.00% Reduced -8.3k -8,296
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 5050 $1.4k $1.4k 0.00% Unchanged
77 PlanVest Financial, Inc 0.00% of their portfolio GAITHERSBURG, MD 4040 $1.1k $1.1k 0.00% Unchanged
78 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3131 $853 $853 0.00% Reduced -187 -187
79 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 2828 $770 $770 0.00% Reduced -177 -177
80 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 2323 $633 $633 0.00% Unchanged
81 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1616 $440 $440 0.00% Reduced -524 -524
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1515 $413 $413 0.00% Added +9 +9
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1313 $358 $358 0.00% Reduced -40 -40
84 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1212 $331 $331 0.00% Unchanged
85 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 99 $248 $248 0.00% New
86 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 77 $193 $193 0.00% Unchanged
87 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 66 $165 $165 0.00% New
88 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 22 $55 $55 0.00% Unchanged
89 Stone House Investment Management, LLC 0.00% of their portfolio TUNKHANNOCK, PA 22 $55 $55 0.00% Reduced -20 -20
90 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 00 $0 $0 0.00% Reduced -5.4k -5,405