BRTR iShares Total Return Active ETF
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Détenteurs institutionnels (13F) 75 déclarants · $1.0B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 12 (-5 vs T. préc.) | 3 (-1 vs T. préc.) | 39 (+10 vs T. préc.) | 16 (-1 vs T. préc.) | +4.1M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $244 481 866 | 4 858 060 | 24,43% | Actions |
| JPMORGAN CHASE & CO | $175 519 455 | 3 473 569 | 17,54% | Actions |
| SAGESPRING WEALTH PARTNERS, LLC | $118 938 467 | 2 363 407 | 11,89% | Actions |
| OpenArc Corporate Advisory, LLC | $87 344 229 | 1 735 603 | 8,73% | Actions |
| NewEdge Advisors, LLC | $85 146 788 | 1 691 938 | 8,51% | Actions |
| Weil Company, Inc. | $32 914 039 | 654 030 | 3,29% | Actions |
| Pinnacle Financial Partners, Inc. | $29 954 699 | 595 225 | 2,99% | Actions |
| CFS Investment Advisory Services, LLC | $16 287 769 | 325 235 | 1,63% | Actions |
| Redhawk Wealth Advisors, Inc. | $13 751 422 | 273 252 | 1,37% | Actions |
| Centerline Wealth Advisors, LLC | $13 463 621 | 267 533 | 1,35% | Actions |
| SYNOVUS FINANCIAL CORP | $12 776 186 | 250 567 | 1,28% | Actions |
| WETZEL INVESTMENT ADVISORS, INC. | $12 746 467 | 253 283 | 1,27% | Actions |
| Forthright Family Wealth Advisory LLC | $12 455 144 | 247 494 | 1,24% | Actions |
| RFG - Bristol Wealth Advisors, LLC | $11 697 152 | 232 432 | 1,17% | Actions |
| UNIQUE WEALTH, LLC | $9 775 721 | 194 252 | 0,98% | Actions |
| WEALTH ALLIANCE, LLC | $9 213 235 | 183 075 | 0,92% | Actions |
| Storen Legacy Partners, LLC | $8 837 717 | 175 613 | 0,88% | Actions |
| BANK OF AMERICA CORP /DE/ | $8 805 919 | 174 981 | 0,88% | Actions |
| RAYMOND JAMES FINANCIAL INC | $8 689 467 | 172 667 | 0,87% | Actions |
| May Hill Capital, LLC | $7 691 971 | 152 846 | 0,77% | Actions |
| MML INVESTORS SERVICES, LLC | $6 164 790 | 122 500 | 0,62% | Actions |
| SWP FINANCIAL LLC | $5 846 389 | 116 173 | 0,58% | Actions |
| BETO FINANCIAL GROUP, LLC | $5 386 520 | 108 250 | 0,54% | Actions |
| Spectrum Planning & Advisory Services Inc. | $5 103 264 | 101 406 | 0,51% | Actions |
| Cyndeo Wealth Partners, LLC | $5 097 851 | 101 299 | 0,51% | Actions |
| Daviman Financial, LLC | $4 933 410 | 98 031 | 0,49% | Actions |
| JPL Wealth Management, LLC | $4 036 859 | 80 216 | 0,40% | Actions |
| Integrated Wealth Concepts LLC | $3 006 715 | 59 746 | 0,30% | Actions |
| McKinley Carter Wealth Services, Inc. | $2 604 065 | 51 745 | 0,26% | Actions |
| PFG Advisors | $2 526 579 | 50 205 | 0,25% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $2 300 298 | 45 564 | 0,23% | Actions |
| Arax Advisory Partners | $2 231 964 | 44 351 | 0,22% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $2 213 925 | 43 993 | 0,22% | Actions |
| Taylor & Morgan Wealth Management, LLC | $2 198 322 | 43 800 | 0,22% | Actions |
| U.S. Capital Wealth Advisors, LLC | $2 182 713 | 43 489 | 0,22% | Actions |
| Breakwater Capital Group | $2 178 972 | 43 298 | 0,22% | Actions |
| Ethos Financial Group, LLC | $2 141 628 | 43 235 | 0,21% | Actions |
| MBE Wealth Management, LLC | $1 936 539 | 38 481 | 0,19% | Actions |
| LPL Financial LLC | $1 783 072 | 35 431 | 0,18% | Actions |
| Krasney Financial LLC | $1 565 859 | 31 199 | 0,16% | Actions |
| Summit Financial, LLC | $1 548 356 | 30 767 | 0,15% | Actions |
| Fairvoy Private Wealth, LLC | $1 466 189 | 29 134 | 0,15% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 000 713 | 19 885 | 0,10% | Actions |
| CITADEL ADVISORS LLC | $904 391 | 17 971 | 0,09% | Actions |
| JT Stratford LLC | $842 492 | 16 741 | 0,08% | Actions |
| Keystone Financial Group, Inc. | $793 525 | 15 768 | 0,08% | Actions |
| JANE STREET GROUP, LLC | $701 631 | 13 942 | 0,07% | Actions |
| EQ LLC | $687 859 | 13 668 | 0,07% | Actions |
| OSAIC HOLDINGS, INC. | $657 501 | 13 064 | 0,07% | Actions |
| Arkadios Wealth Advisors | $652 967 | 12 975 | 0,07% | Actions |
| GOLDMAN SACHS GROUP INC | $534 049 | 10 612 | 0,05% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $507 868 | 10 191 | 0,05% | Actions |
| Concurrent Investment Advisors, LLC | $468 779 | 9 315 | 0,05% | Actions |
| Cetera Investment Advisers | $448 958 | 8 921 | 0,04% | Actions |
| Oregon Pacific Wealth Management, LLC | $430 077 | 8 546 | 0,04% | Actions |
| Lifeworks Advisors, LLC | $422 831 | 8 402 | 0,04% | Actions |
| Quotient Wealth Partners, LLC | $402 449 | 7 997 | 0,04% | Actions |
| PUREfi Wealth, LLC | $364 856 | 7 250 | 0,04% | Actions |
| ZEGA Investments, LLC | $333 755 | 6 632 | 0,03% | Actions |
| ShoreHaven Wealth Partners, LLC | $311 965 | 6 199 | 0,03% | Actions |
| GREATMARK INVESTMENT PARTNERS, INC. | $296 163 | 5 885 | 0,03% | Actions |
| Parisi Gray Wealth Management | $285 413 | 5 671 | 0,03% | Actions |
| MSH Capital Advisors LLC | $251 302 | 4 994 | 0,03% | Actions |
| Farther Finance Advisors, LLC | $101 109 | 2 009 | 0,01% | Actions |
| SouthState Bank Corp | $76 847 | 1 527 | 0,01% | Actions |
| HARBOUR INVESTMENTS, INC. | $55 358 | 1 100 | 0,01% | Actions |
| AMERIFLEX GROUP, INC. | $51 440 | 1 022 | 0,01% | Actions |
| WELLS FARGO & COMPANY/MN | $50 929 | 1 012 | 0,01% | Actions |
| NATIONAL BANK OF CANADA /FI/ | $48 298 | 960 | 0,00% | Actions |
| IMA Advisory Services, Inc. | $42 776 | 850 | 0,00% | Actions |
| Larson Financial Group LLC | $13 228 | 263 | 0,00% | Actions |
| Ascentis Independent Advisors | $6 894 | 137 | 0,00% | Actions |
| Sunbelt Securities, Inc. | $1 907 | 38 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $1 704 | 33 860 | 0,00% | Actions |
| UBS Group AG | $956 | 19 | 0,00% | Actions |