BRTR iShares Total Return Active ETF
No fundamentals data yet for this ticker.
Institutional owners (13F) 75 filers · $1.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 12 (-5 vs prior Q) | 3 (-1 vs prior Q) | 39 (+10 vs prior Q) | 16 (-1 vs prior Q) | +4.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $244,481,866 | 4,858,060 | 24.43% | Shares |
| JPMORGAN CHASE & CO | $175,519,455 | 3,473,569 | 17.54% | Shares |
| SAGESPRING WEALTH PARTNERS, LLC | $118,938,467 | 2,363,407 | 11.89% | Shares |
| OpenArc Corporate Advisory, LLC | $87,344,229 | 1,735,603 | 8.73% | Shares |
| NewEdge Advisors, LLC | $85,146,788 | 1,691,938 | 8.51% | Shares |
| Weil Company, Inc. | $32,914,039 | 654,030 | 3.29% | Shares |
| Pinnacle Financial Partners, Inc. | $29,954,699 | 595,225 | 2.99% | Shares |
| CFS Investment Advisory Services, LLC | $16,287,769 | 325,235 | 1.63% | Shares |
| Redhawk Wealth Advisors, Inc. | $13,751,422 | 273,252 | 1.37% | Shares |
| Centerline Wealth Advisors, LLC | $13,463,621 | 267,533 | 1.35% | Shares |
| SYNOVUS FINANCIAL CORP | $12,776,186 | 250,567 | 1.28% | Shares |
| WETZEL INVESTMENT ADVISORS, INC. | $12,746,467 | 253,283 | 1.27% | Shares |
| Forthright Family Wealth Advisory LLC | $12,455,144 | 247,494 | 1.24% | Shares |
| RFG - Bristol Wealth Advisors, LLC | $11,697,152 | 232,432 | 1.17% | Shares |
| UNIQUE WEALTH, LLC | $9,775,721 | 194,252 | 0.98% | Shares |
| WEALTH ALLIANCE, LLC | $9,213,235 | 183,075 | 0.92% | Shares |
| Storen Legacy Partners, LLC | $8,837,717 | 175,613 | 0.88% | Shares |
| BANK OF AMERICA CORP /DE/ | $8,805,919 | 174,981 | 0.88% | Shares |
| RAYMOND JAMES FINANCIAL INC | $8,689,467 | 172,667 | 0.87% | Shares |
| May Hill Capital, LLC | $7,691,971 | 152,846 | 0.77% | Shares |
| MML INVESTORS SERVICES, LLC | $6,164,790 | 122,500 | 0.62% | Shares |
| SWP FINANCIAL LLC | $5,846,389 | 116,173 | 0.58% | Shares |
| BETO FINANCIAL GROUP, LLC | $5,386,520 | 108,250 | 0.54% | Shares |
| Spectrum Planning & Advisory Services Inc. | $5,103,264 | 101,406 | 0.51% | Shares |
| Cyndeo Wealth Partners, LLC | $5,097,851 | 101,299 | 0.51% | Shares |
| Daviman Financial, LLC | $4,933,410 | 98,031 | 0.49% | Shares |
| JPL Wealth Management, LLC | $4,036,859 | 80,216 | 0.40% | Shares |
| Integrated Wealth Concepts LLC | $3,006,715 | 59,746 | 0.30% | Shares |
| McKinley Carter Wealth Services, Inc. | $2,604,065 | 51,745 | 0.26% | Shares |
| PFG Advisors | $2,526,579 | 50,205 | 0.25% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $2,300,298 | 45,564 | 0.23% | Shares |
| Arax Advisory Partners | $2,231,964 | 44,351 | 0.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,213,925 | 43,993 | 0.22% | Shares |
| Taylor & Morgan Wealth Management, LLC | $2,198,322 | 43,800 | 0.22% | Shares |
| U.S. Capital Wealth Advisors, LLC | $2,182,713 | 43,489 | 0.22% | Shares |
| Breakwater Capital Group | $2,178,972 | 43,298 | 0.22% | Shares |
| Ethos Financial Group, LLC | $2,141,628 | 43,235 | 0.21% | Shares |
| MBE Wealth Management, LLC | $1,936,539 | 38,481 | 0.19% | Shares |
| LPL Financial LLC | $1,783,072 | 35,431 | 0.18% | Shares |
| Krasney Financial LLC | $1,565,859 | 31,199 | 0.16% | Shares |
| Summit Financial, LLC | $1,548,356 | 30,767 | 0.15% | Shares |
| Fairvoy Private Wealth, LLC | $1,466,189 | 29,134 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,000,713 | 19,885 | 0.10% | Shares |
| CITADEL ADVISORS LLC | $904,391 | 17,971 | 0.09% | Shares |
| JT Stratford LLC | $842,492 | 16,741 | 0.08% | Shares |
| Keystone Financial Group, Inc. | $793,525 | 15,768 | 0.08% | Shares |
| JANE STREET GROUP, LLC | $701,631 | 13,942 | 0.07% | Shares |
| EQ LLC | $687,859 | 13,668 | 0.07% | Shares |
| OSAIC HOLDINGS, INC. | $657,501 | 13,064 | 0.07% | Shares |
| Arkadios Wealth Advisors | $652,967 | 12,975 | 0.07% | Shares |
| GOLDMAN SACHS GROUP INC | $534,049 | 10,612 | 0.05% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $507,868 | 10,191 | 0.05% | Shares |
| Concurrent Investment Advisors, LLC | $468,779 | 9,315 | 0.05% | Shares |
| Cetera Investment Advisers | $448,958 | 8,921 | 0.04% | Shares |
| Oregon Pacific Wealth Management, LLC | $430,077 | 8,546 | 0.04% | Shares |
| Lifeworks Advisors, LLC | $422,831 | 8,402 | 0.04% | Shares |
| Quotient Wealth Partners, LLC | $402,449 | 7,997 | 0.04% | Shares |
| PUREfi Wealth, LLC | $364,856 | 7,250 | 0.04% | Shares |
| ZEGA Investments, LLC | $333,755 | 6,632 | 0.03% | Shares |
| ShoreHaven Wealth Partners, LLC | $311,965 | 6,199 | 0.03% | Shares |
| GREATMARK INVESTMENT PARTNERS, INC. | $296,163 | 5,885 | 0.03% | Shares |
| Parisi Gray Wealth Management | $285,413 | 5,671 | 0.03% | Shares |
| MSH Capital Advisors LLC | $251,302 | 4,994 | 0.03% | Shares |
| Farther Finance Advisors, LLC | $101,109 | 2,009 | 0.01% | Shares |
| SouthState Bank Corp | $76,847 | 1,527 | 0.01% | Shares |
| HARBOUR INVESTMENTS, INC. | $55,358 | 1,100 | 0.01% | Shares |
| AMERIFLEX GROUP, INC. | $51,440 | 1,022 | 0.01% | Shares |
| WELLS FARGO & COMPANY/MN | $50,929 | 1,012 | 0.01% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $48,298 | 960 | 0.00% | Shares |
| IMA Advisory Services, Inc. | $42,776 | 850 | 0.00% | Shares |
| Larson Financial Group LLC | $13,228 | 263 | 0.00% | Shares |
| Ascentis Independent Advisors | $6,894 | 137 | 0.00% | Shares |
| Sunbelt Securities, Inc. | $1,907 | 38 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,704 | 33,860 | 0.00% | Shares |
| UBS Group AG | $956 | 19 | 0.00% | Shares |