BRTR iShares Total Return Active ETF
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Pemilik institusional (13F) 75 pengaju · $1.0B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 12 (-5 vs Kuartal sebelumnya) | 3 (-1 vs Kuartal sebelumnya) | 39 (+10 vs Kuartal sebelumnya) | 16 (-1 vs Kuartal sebelumnya) | +4.1M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $244.481.866 | 4.858.060 | 24,43% | Saham |
| JPMORGAN CHASE & CO | $175.519.455 | 3.473.569 | 17,54% | Saham |
| SAGESPRING WEALTH PARTNERS, LLC | $118.938.467 | 2.363.407 | 11,89% | Saham |
| OpenArc Corporate Advisory, LLC | $87.344.229 | 1.735.603 | 8,73% | Saham |
| NewEdge Advisors, LLC | $85.146.788 | 1.691.938 | 8,51% | Saham |
| Weil Company, Inc. | $32.914.039 | 654.030 | 3,29% | Saham |
| Pinnacle Financial Partners, Inc. | $29.954.699 | 595.225 | 2,99% | Saham |
| CFS Investment Advisory Services, LLC | $16.287.769 | 325.235 | 1,63% | Saham |
| Redhawk Wealth Advisors, Inc. | $13.751.422 | 273.252 | 1,37% | Saham |
| Centerline Wealth Advisors, LLC | $13.463.621 | 267.533 | 1,35% | Saham |
| SYNOVUS FINANCIAL CORP | $12.776.186 | 250.567 | 1,28% | Saham |
| WETZEL INVESTMENT ADVISORS, INC. | $12.746.467 | 253.283 | 1,27% | Saham |
| Forthright Family Wealth Advisory LLC | $12.455.144 | 247.494 | 1,24% | Saham |
| RFG - Bristol Wealth Advisors, LLC | $11.697.152 | 232.432 | 1,17% | Saham |
| UNIQUE WEALTH, LLC | $9.775.721 | 194.252 | 0,98% | Saham |
| WEALTH ALLIANCE, LLC | $9.213.235 | 183.075 | 0,92% | Saham |
| Storen Legacy Partners, LLC | $8.837.717 | 175.613 | 0,88% | Saham |
| BANK OF AMERICA CORP /DE/ | $8.805.919 | 174.981 | 0,88% | Saham |
| RAYMOND JAMES FINANCIAL INC | $8.689.467 | 172.667 | 0,87% | Saham |
| May Hill Capital, LLC | $7.691.971 | 152.846 | 0,77% | Saham |
| MML INVESTORS SERVICES, LLC | $6.164.790 | 122.500 | 0,62% | Saham |
| SWP FINANCIAL LLC | $5.846.389 | 116.173 | 0,58% | Saham |
| BETO FINANCIAL GROUP, LLC | $5.386.520 | 108.250 | 0,54% | Saham |
| Spectrum Planning & Advisory Services Inc. | $5.103.264 | 101.406 | 0,51% | Saham |
| Cyndeo Wealth Partners, LLC | $5.097.851 | 101.299 | 0,51% | Saham |
| Daviman Financial, LLC | $4.933.410 | 98.031 | 0,49% | Saham |
| JPL Wealth Management, LLC | $4.036.859 | 80.216 | 0,40% | Saham |
| Integrated Wealth Concepts LLC | $3.006.715 | 59.746 | 0,30% | Saham |
| McKinley Carter Wealth Services, Inc. | $2.604.065 | 51.745 | 0,26% | Saham |
| PFG Advisors | $2.526.579 | 50.205 | 0,25% | Saham |
| JONES FINANCIAL COMPANIES LLLP | $2.300.298 | 45.564 | 0,23% | Saham |
| Arax Advisory Partners | $2.231.964 | 44.351 | 0,22% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $2.213.925 | 43.993 | 0,22% | Saham |
| Taylor & Morgan Wealth Management, LLC | $2.198.322 | 43.800 | 0,22% | Saham |
| U.S. Capital Wealth Advisors, LLC | $2.182.713 | 43.489 | 0,22% | Saham |
| Breakwater Capital Group | $2.178.972 | 43.298 | 0,22% | Saham |
| Ethos Financial Group, LLC | $2.141.628 | 43.235 | 0,21% | Saham |
| MBE Wealth Management, LLC | $1.936.539 | 38.481 | 0,19% | Saham |
| LPL Financial LLC | $1.783.072 | 35.431 | 0,18% | Saham |
| Krasney Financial LLC | $1.565.859 | 31.199 | 0,16% | Saham |
| Summit Financial, LLC | $1.548.356 | 30.767 | 0,15% | Saham |
| Fairvoy Private Wealth, LLC | $1.466.189 | 29.134 | 0,15% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.000.713 | 19.885 | 0,10% | Saham |
| CITADEL ADVISORS LLC | $904.391 | 17.971 | 0,09% | Saham |
| JT Stratford LLC | $842.492 | 16.741 | 0,08% | Saham |
| Keystone Financial Group, Inc. | $793.525 | 15.768 | 0,08% | Saham |
| JANE STREET GROUP, LLC | $701.631 | 13.942 | 0,07% | Saham |
| EQ LLC | $687.859 | 13.668 | 0,07% | Saham |
| OSAIC HOLDINGS, INC. | $657.501 | 13.064 | 0,07% | Saham |
| Arkadios Wealth Advisors | $652.967 | 12.975 | 0,07% | Saham |
| GOLDMAN SACHS GROUP INC | $534.049 | 10.612 | 0,05% | Saham |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $507.868 | 10.191 | 0,05% | Saham |
| Concurrent Investment Advisors, LLC | $468.779 | 9.315 | 0,05% | Saham |
| Cetera Investment Advisers | $448.958 | 8.921 | 0,04% | Saham |
| Oregon Pacific Wealth Management, LLC | $430.077 | 8.546 | 0,04% | Saham |
| Lifeworks Advisors, LLC | $422.831 | 8.402 | 0,04% | Saham |
| Quotient Wealth Partners, LLC | $402.449 | 7.997 | 0,04% | Saham |
| PUREfi Wealth, LLC | $364.856 | 7.250 | 0,04% | Saham |
| ZEGA Investments, LLC | $333.755 | 6.632 | 0,03% | Saham |
| ShoreHaven Wealth Partners, LLC | $311.965 | 6.199 | 0,03% | Saham |
| GREATMARK INVESTMENT PARTNERS, INC. | $296.163 | 5.885 | 0,03% | Saham |
| Parisi Gray Wealth Management | $285.413 | 5.671 | 0,03% | Saham |
| MSH Capital Advisors LLC | $251.302 | 4.994 | 0,03% | Saham |
| Farther Finance Advisors, LLC | $101.109 | 2.009 | 0,01% | Saham |
| SouthState Bank Corp | $76.847 | 1.527 | 0,01% | Saham |
| HARBOUR INVESTMENTS, INC. | $55.358 | 1.100 | 0,01% | Saham |
| AMERIFLEX GROUP, INC. | $51.440 | 1.022 | 0,01% | Saham |
| WELLS FARGO & COMPANY/MN | $50.929 | 1.012 | 0,01% | Saham |
| NATIONAL BANK OF CANADA /FI/ | $48.298 | 960 | 0,00% | Saham |
| IMA Advisory Services, Inc. | $42.776 | 850 | 0,00% | Saham |
| Larson Financial Group LLC | $13.228 | 263 | 0,00% | Saham |
| Ascentis Independent Advisors | $6.894 | 137 | 0,00% | Saham |
| Sunbelt Securities, Inc. | $1.907 | 38 | 0,00% | Saham |
| Cambridge Investment Research Advisors, Inc. | $1.704 | 33.860 | 0,00% | Saham |
| UBS Group AG | $956 | 19 | 0,00% | Saham |