Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+119%).
35 tracked 13F filers disclose a position in BETZ as of the latest SEC 13F filings, a combined $4.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 98K | $1.8M | ▲+119% Added · +53K sh | Q2 2026 | |
| 2 | Brown Brothers Harriman & Co | 48K | $897K | —Held | Q2 2026 | |
| 3 | Jane Street Group, LLC | 26K | $456K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | 16K | $285K | ▼−0.5% Reduced · −77 sh | Q1 2026 | |
| 5 | LPL Financial LLC | 11K | $204K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 6 | Morgan Stanley | 5K | $89K | ▲+12% Added · +536 sh | Q1 2026 | |
| 7 | CWM, LLC | 4K | $67K | —Held | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 3K | $62K | ▼−20% Reduced · −851 sh | Q1 2026 | |
| 9 | Private Trust Co Na | 2K | $44K | ▲New +2K sh | Q2 2026 | |
| 10 | Blue Bell Private Wealth Management, LLC | 1K | $25K | —Held | Q2 2026 | |
| 11 | AE Wealth Management LLC | 1K | $24K | —Held | Q1 2026 | |
| 12 | UBS Group AG | 1K | $19K | ▲New +1K sh | Q1 2026 | |
| 13 | IFP Advisors, Inc | 816 | $15K | ▼−0.5% Reduced · −4 sh | Q2 2026 | |
| 14 | Triumph Capital Management | 700 | $13K | —Held | Q2 2026 | |
| 15 | Atlantic Union Bankshares Corp | 500 | $9K | ▲New +500 sh | Q2 2026 | |
| 16 | AdvisorNet Financial, Inc | 500 | $9K | —Held | Q2 2026 | |
| 17 | Activest Wealth Management | 500 | $9K | —Held | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | 450 | $8K | ▼−81% Reduced · −2K sh | Q1 2026 | |
| 19 | EverSource Wealth Advisors, LLC | 320 | $6K | —Held | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | 318 | $6K | —Held | Q2 2026 | |
| 21 | International Assets Investment Management, LLC | 305 | $6K | —Held | Q2 2026 | |
| 22 | Bank Of Montreal | 287 | $5K | ▲+9.5% Added · +25 sh | Q1 2026 | |
| 23 | Spire Wealth Management | 190 | $3K | ▲+4.4% Added · +8 sh | Q1 2026 | |
| 24 | Center for Financial Planning, Inc. | 175 | $3K | —Held | Q2 2026 | |
| 25 | FMR LLC | 126 | $2K | ▼−3.8% Reduced · −5 sh | Q2 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, 1 fund opened a new position in BETZ and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $4.7B |
| Amazon.com IncAMZN | 10 funds | $3.6B |
| Nvidia CorpNVDA | 10 funds | $3.6B |
| Microsoft CorpMSFT | 10 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 10 funds | $2.0B |
| Eli Lilly & CoLLY | 10 funds | $1.9B |
| Broadcom IncAVGO | 10 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.9B |
| JPMorgan Chase & CoJPM | 10 funds | $1.7B |
| Warner Bros Discovery IncWBD | 10 funds | $1.6B |
| Micron Technology IncMU | 10 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 10 funds | $1.2B |
Ranked by how many of BETZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BETZ.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.1M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALmc | 60 funds | $38.4M |
| UMMAmc | 44 funds | $31.0M |
| OVLSHARES LAG CAP | 41 funds | $182.1M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZthis pagemc | 35 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BETZ
This ETF 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/BETZ/capital-change-brief"
Use Arkolith's capital_change_brief for BETZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BETZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.