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DaveManuel.com · Institutional Ownership · Who Owns It

BETTER HOME & FINANCE HOLDINCOM NEW (BETR)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

93
Reporting holders
$185.9M
Reported value
6.2%
Calls
2.9%
Puts
-1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$18.9M685,8340.00%8q+41.1%+$5.5M
SOFTBANK GROUP CORP.$17.3M628,5530.10%7qHELD
FRONTIER CAPITAL MANAGEMENT CO LLC$17.2M625,5980.16%3q-21.2%-$4.6M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.9M578,9600.02%8qHELD
VANGUARD CAPITAL MANAGEMENT LLC$13.6M495,7530.00%2q+28.0%+$3.0M
CITADEL ADVISORS LLC$12.9M
incl. $3.7M options CALL+PUT
335,9890.00%6q+46.1%+$4.1M
GOLDMAN SACHS GROUP INC$9.3M337,9780.00%8q+16.7%+$1.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.3M
incl. $7.4M options CALL+PUT
30,7550.00%6q+145.2%+$4.9M
Whetstone Capital Advisors, LLC$7.0M253,9871.84%newNEW
GEODE CAPITAL MANAGEMENT, LLC$6.5M237,3250.00%8q+47.5%+$2.1M
BNP PARIBAS FINANCIAL MARKETS$6.1M221,6370.00%5q+31.9%+$1.5M
Deeter Investments LLP$5.7M207,5110.79%newNEW
STATE STREET CORP$5.0M180,5260.00%8q+46.3%+$1.6M
MORGAN STANLEY$3.6M130,3000.00%8q-33.5%-$1.8M
UBS Group AG$3.5M127,2630.00%7q-57.9%-$4.8M
Daiwa Securities Group Inc.$3.0M
incl. $1.5M options PUT
55,2000.01%2qHELD
IMC-Chicago, LLC$2.8M CALL+PUToptions only0.00%3qOPTIONS
GRATIA CAPITAL, LLC$2.8M100,4581.67%5q-9.0%-$272.1K
NORTHERN TRUST CORP$2.1M75,1850.00%8q+59.0%+$767.4K
VANGUARD FIDUCIARY TRUST CO$2.0M71,9210.00%2q+52.2%+$678.2K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.9M69,2310.00%2q-34.7%-$1.0M
Hudson Bay Capital Management LP$1.7M61,9850.00%2q-65.7%-$3.3M
Walleye Capital LLC$1.6M58,3350.01%2q+692.7%+$1.4M
Stoic Point Capital Management LLC$1.6M56,9451.30%2q+334.7%+$1.2M
BARCLAYS PLC$1.4M52,4070.00%8q+7.0%+$94.0K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1.3M47,9100.02%newNEW
INTRINSIC EDGE CAPITAL MANAGEMENT LLC$1.3M47,1560.13%newNEW
JANE STREET GROUP, LLC$1.3M CALL+PUToptions only0.00%4qOPTIONS
FIFTH THIRD BANCORP$1.1M39,6880.00%2q-3.2%-$35.8K
ExodusPoint Capital Management, LP$1.0M36,4630.01%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$825.1K30,0040.00%5q+79.2%+$364.8K
MILLENNIUM MANAGEMENT LLC$754.3K27,4290.00%newNEW
Engineers Gate Manager LP$693.2K25,2080.01%3q-3.4%-$24.4K
Quantinno Capital Management LP$566.4K20,5970.00%2q+45.3%+$176.6K
Bank of New York Mellon Corp$517.6K18,8230.00%4q+35.5%+$135.7K
Swiss National Bank$486.8K17,7000.00%3q+58.0%+$178.8K
AQR CAPITAL MANAGEMENT LLC$461.2K16,7720.00%4q+6.4%+$27.9K
WELLS FARGO & COMPANY/MN$378.4K13,7600.00%5q+155.7%+$230.4K
Nuveen, LLC$376.7K13,6990.00%4q+43.4%+$114.0K
ALLIANCEBERNSTEIN L.P.$334.8K9,4000.00%newNEW
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$243.5K8,8550.00%5q+60.9%+$92.2K
RHUMBLINE ADVISERS$238.6K8,6750.00%5q+23.9%+$46.1K
DEUTSCHE BANK AG\$218.6K7,9500.00%3q+33.5%+$54.8K
BANK OF AMERICA CORP /DE/$217.1K7,8960.00%8q+20.4%+$36.8K
VANGUARD ASSET MANAGEMENT, Ltd$210.5K7,6560.00%2q+99.5%+$105.0K
SIMPLEX TRADING, LLC$156.8K CALL+PUToptions only0.00%2qOPTIONS
Legal & General Group Plc$143.6K5,2210.00%5q+51.3%+$48.7K
MetLife Investment Management, LLC$142.8K5,1940.00%4q+53.7%+$49.9K
Rockefeller Capital Management L.P.$141.3K5,1400.00%4q+90.4%+$67.1K
CITIGROUP INC$128.7K4,6790.00%8q-49.7%-$127.0K
Vanguard Global Advisers, LLC$124.8K4,5400.00%2q-55.2%-$153.9K
Russell Investments Group, Ltd.$114.4K4,1600.00%4q+577.5%+$97.5K
ROYAL BANK OF CANADA$106.0K3,8620.00%5q+41.6%+$31.1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$101.1K3,6770.00%5q+38.5%+$28.1K
JPMORGAN CHASE & CO$89.1K3,3510.00%5q+6.9%+$5.7K
State of Wyoming$84.1K3,0590.01%newNEW
Police & Firemen's Retirement System of New Jersey$82.4K2,9970.00%4q+133.0%+$47.1K
NEW YORK STATE COMMON RETIREMENT FUND$68.8K2,5000.00%5qHELD
Vanguard Investments Australia, Ltd.$51.0K1,8550.00%2qHELD
STRS OHIO$49.5K1,8000.00%newNEW
Solstein Capital, LLC$36.9K1,3430.01%8qHELD
GROUP ONE TRADING LLC$36.2K
incl. $35.8K options CALL
160.00%3q-97.0%-$1.2M
KLP KAPITALFORVALTNING AS$33.0K1,2000.00%3qHELD
Tower Research Capital LLC (TRC)$26.9K9790.00%5q-1.4%
Federation des caisses Desjardins du Quebec$20.6K7500.00%newNEW
FMR LLC$14.1K5110.00%5q-48.2%-$13.1K
Ameritas Investment Partners, Inc.$13.8K5010.00%5qHELD
Richard W. Paul & Associates, LLC$11.0K4000.00%newNEW
OSAIC HOLDINGS, INC.$9.2K3340.00%6q-3.7%
Arax Advisory Partners$7.9K2880.00%newNEW
Advocate Investing Services LLC$7.8K2850.01%3qHELD
Clearstead Advisors, LLC$5.6K2030.00%8qHELD
SBI Securities Co., Ltd.$5.6K2020.00%newNEW
Versant Capital Management, Inc$5.3K1940.00%newNEW
CGC Financial Services, LLC$4.2K1520.00%newNEW
Westfuller Advisors, LLC$3.6K1310.00%3qHELD
Global Retirement Partners, LLC$3.4K1220.00%3q-44.5%-$2.7K
JONES FINANCIAL COMPANIES LLLP$3.3K1300.00%4qHELD
GAMMA Investing LLC$1.8K640.00%3q-39.6%-$1.2K
CREATIVE FINANCIAL DESIGNS INC /ADV$1.4K500.00%3qHELD
PlanVest Financial, Inc$1.1K400.00%2qHELD
Essential Partners LLC$853310.00%4q-85.8%-$5.1K
Sterling Capital Management LLC$770280.00%5q-86.3%-$4.9K
True Wealth Design, LLC$633230.00%4qHELD
PNC Financial Services Group, Inc.$413150.00%4q+150.0%
US BANCORP \DE\$358130.00%2q-75.5%-$1.1K
EverSource Wealth Advisors, LLC$331120.00%4qHELD
ASSETMARK, INC$24890.00%newNEW
Allworth Financial LP$19370.00%4qHELD
Fortitude Family Office, LLC$16560.00%newNEW
IFP Advisors, Inc$5520.00%4qHELD
Stone House Investment Management, LLC$5520.00%2q-90.9%
Activest Wealth Management$0none filed0.00%3q-100.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-1613G/AMillennium Management LLCwith 3 co-filers4.5%
2026-10-0713D/ASteven Sarracino INDIVIDUALwith 10 co-filers8.9%
2026-10-0513D/AGarg Vishal INDIVIDUALwith 3 co-filers13.7%
2026-09-2213GMillennium Management LLCwith 3 co-filers5.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-272026-10-20Directors or officers departed or appointedfiling
2026-10-142026-10-05Delisting noticefiling
2026-10-092026-10-05Delisting noticefiling
2026-10-092026-09-30Directors or officers departed or appointedfiling
2026-10-082026-10-06Material agreement entered Material agreement terminated Charter or bylaws amendedfiling
2026-10-062026-09-30Directors or officers departed or appointedfiling
2026-10-022026-09-28Directors or officers departed or appointedfiling
2026-09-082026-09-01Directors or officers departed or appointedfiling
2026-09-022026-08-27Directors or officers departed or appointedfiling
2026-08-202026-08-20Material agreement entered Charter or bylaws amendedfiling
2026-08-042026-08-03Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-22Talwar HaritDirectorBought5,000$126.7K
2026-06-11FRATER HUGH RDirectorBought5,150$125.4K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-05-20Garg VishalChief Executive OfficerBought15,600$390.0K ×2
2026-05-21Garg VishalChief Executive OfficerBought15,600$388.3K
2026-05-18Garg VishalChief Executive OfficerBought15,600$388.0K ×5

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202614$122.4K11,1256410.0%
Q2 202693$185.9M6,145,3551734219.1%
Q1 202694$212.2M5,317,51223291710.7%
Q4 202578$170.4M4,711,687263279.9%
Q3 202565$192.6M3,292,1682718134.1%
Q2 202550$57.6M4,650,096241150.0%
Q1 202531$46.7M4,277,7866750.0%
Q4 202431$37.3M4,185,6256660.0%
Q3 202423$56.5M3,174,99419030.0%
Q2 202438$83.1M181,068,8706740.0%
Q1 202437$78.3M157,524,11341040.0%
Q4 202341$142.2M174,008,82018460.0%
Q3 202328$54.1M113,122,55928000.0%