156 tracked 13F filers disclose a position in BETA as of the latest SEC 13F filings, a combined $1.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $487.9M | 33.2M | ▲+0.3% Added · +108K sh | Q1 2026 | |
| 2 | GENERAL ELECTRIC CO | $340.2M | 20.3M | —Held | Q2 2026 | |
| 3 | TPG GP A, LLC | $241.0M | 16.4M | —Held | Q1 2026 | |
| 4 | AMAZON COM INC | $196.9M | 11.8M | —Held | Q2 2026 | |
| 5 | BlackRock, Inc. | $40.8M | 2.8M | ▲+6.2% Added · +163K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $43.2M | 2.6M | ▲+23% Added · +475K sh | Q2 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲+73% Added · +919K sh | Q1 2026 | |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $23.3M | 1.6M | ▲+105% Added · +813K sh | Q1 2026 | |
| 9 | NORGES BANK | $41.5M | 1.5M | ▲New +1.5M sh | Q4 2025 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $20.6M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.8M | 1.3M | →First observed position No prior filed position | Q1 2026 | |
| 12 | Empire Life Investments Inc. | $22.4M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 13 | FEDERATED HERMES, INC. | $12.4M | 844K | ▼−22% Reduced · −232K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $12.3M | 834K | ▼−19% Reduced · −192K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $13.3M | 796K | ▲+6.8% Added · +50K sh | Q2 2026 | |
| 16 | Clearbridge Investments, LLC | $10.7M | 725K | ▲+11% Added · +73K sh | Q1 2026 | |
| 17 | MASTERS CAPITAL MANAGEMENT LLC | $10.3M | 700K | ▲New +700K sh | Q1 2026 | |
| 18 | Granahan Investment Management, LLC | $6.3M | 432K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $5.9M | 402K | ▲+155% Added · +245K sh | Q1 2026 | |
| 20 | Pictet Asset Management Holding SA | $5.4M | 369K | ▼−4.5% Reduced · −17K sh | Q1 2026 | |
| 21 | SEGALL BRYANT & HAMILL, LLC | $6.0M | 361K | ▲New +361K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $5.1M | 348K | ▲+117% Added · +188K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.0M | 340K | ▲+29% Added · +75K sh | Q1 2026 | |
| 24 | Marino Management, LLC | $5.3M | 314K | —Held | Q2 2026 | |
| 25 | UBS Group AG | $4.0M | 271K | ▲+43% Added · +81K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 16 funds opened a new position in BETA and 15 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 77 funds | $182.6B |
| AMAZON.COM INCAMZN | 76 funds | $87.2B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $54.7B |
| MICROSOFT CORPMSFT | 73 funds | $122.1B |
| ALPHABET INC-CL AGOOGL | 73 funds | $69.7B |
| BROADCOM INCAVGO | 72 funds | $72.1B |
| COSTCO WHOLESALE CORPCOST | 72 funds | $14.9B |
| CHEVRON CORPCVX | 72 funds | $14.3B |
| APPLE INCAAPL | 71 funds | $136.0B |
| VISA INC-CLASS A SHARESV | 71 funds | $32.4B |
| ALPHABET INC-CL CGOOG | 70 funds | $56.8B |
| JPMORGAN CHASE & COJPM | 70 funds | $30.0B |
Ranked by how many of BETA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 23K | $585K |
| Aug 20, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 30K | $758K |
| Aug 19, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 30K | $802K |
| Aug 18, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 30K | $782K |
| Aug 17, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 30K | $752K |
| Aug 14, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 18K | $439K |
| Aug 13, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 30K | $763K |
| Aug 12, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $352K |
| Aug 11, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 17K | $416K |
| Aug 10, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 16K | $385K |
| Aug 7, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $349K |
| Jul 16, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 5K | $88K |
Connected entities for BETA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BETA/capital-change-brief"
Use Arkolith's capital_change_brief for BETA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BETA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.