32 tracked 13F filers disclose a position in BETZ as of the latest SEC 13F filings, a combined $3.0M 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 | BROWN BROTHERS HARRIMAN & CO | $858K | 48K | —Held | Q1 2026 | |
| 2 | CITADEL ADVISORS LLC | $797K | 45K | ▲New +45K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $456K | 26K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $285K | 16K | ▼−0.5% Reduced · −77 sh | Q1 2026 | |
| 5 | LPL Financial LLC | $204K | 11K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $89K | 5K | ▲+12% Added · +536 sh | Q1 2026 | |
| 7 | CWM, LLC | $67K | 4K | —Held | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $62K | 3K | ▼−20% Reduced · −851 sh | Q1 2026 | |
| 9 | PRIVATE TRUST CO NA | $44K | 2K | ▲New +2K sh | Q2 2026 | |
| 10 | AE Wealth Management LLC | $24K | 1K | —Held | Q1 2026 | |
| 11 | UBS Group AG | $19K | 1K | ▲New +1K sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $15K | 816 | ▼−0.5% Reduced · −4 sh | Q2 2026 | |
| 13 | Triumph Capital Management | $13K | 700 | —Held | Q2 2026 | |
| 14 | AdvisorNet Financial, Inc | $9K | 500 | —Held | Q2 2026 | |
| 15 | Activest Wealth Management | $9K | 500 | —Held | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $8K | 450 | ▼−81% Reduced · −2K sh | Q1 2026 | |
| 17 | EverSource Wealth Advisors, LLC | $6K | 320 | —Held | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $6K | 318 | —Held | Q1 2026 | |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6K | 305 | —Held | Q2 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $5K | 287 | ▲+9.5% Added · +25 sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $4K | 241 | ▲New +241 sh | Q1 2026 | |
| 22 | Spire Wealth Management | $3K | 190 | ▲+4.4% Added · +8 sh | Q1 2026 | |
| 23 | Center for Financial Planning, Inc. | $3K | 175 | —Held | Q2 2026 | |
| 24 | FMR LLC | $2K | 131 | ▼−86% Reduced · −837 sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $2K | 119 | ▲+5.3% Added · +6 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, 2 funds opened a new position in BETZ and 1 added to an existing one, while 1 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 | 9 funds | $4.4B |
| APPLE INCAAPL | 9 funds | $3.8B |
| AMAZON.COM INCAMZN | 9 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 9 funds | $2.4B |
| MICROSOFT CORPMSFT | 9 funds | $2.4B |
| BROADCOM INCAVGO | 9 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 9 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.6B |
Ranked by how many of BETZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 136 funds | $761.3M |
| METVmc | 69 funds | $101.0M |
| HEGDSWAN HEDGED EQTY | 68 funds | $481.1M |
| HLALmc | 57 funds | $35.9M |
| OVLSHARES LAG CAP | 38 funds | $179.2M |
| UMMAmc | 37 funds | $26.8M |
| SPRXUIT EXCHANGE TRADED | 34 funds | $53.3M |
| BETZthis pagemc | 32 funds | $3.0M |
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.