68 tracked 13F filers disclose a position in BRTR as of the latest SEC 13F filings, a combined $1.0B 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 | Dynasty Wealth Management, LLC | $244.5M | 4.9M | ▲+21% Added · +831K sh | Q2 2026 | |
| 2 | JPMORGAN CHASE & CO | $140.5M | 2.8M | ▼−13% Reduced · −426K sh | Q1 2026 | |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $118.9M | 2.4M | ▲+21% Added · +403K sh | Q2 2026 | |
| 4 | OpenArc Corporate Advisory, LLC | $87.3M | 1.7M | ▲+20% Added · +289K sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | $85.1M | 1.7M | ▲16× Added · +1.6M sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $38.6M | 770K | ▲+17% Added · +114K sh | Q1 2026 | |
| 7 | Weil Company, Inc. | $32.9M | 654K | ▲+3.3% Added · +21K sh | Q2 2026 | |
| 8 | Pinnacle Financial Partners, Inc. | $28.4M | 567K | ▲+24% Added · +108K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.8M | 553K | ▲New +553K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | $20.9M | 415K | ▲+50% Added · +138K sh | Q2 2026 | |
| 11 | CFS Investment Advisory Services, LLC | $16.3M | 325K | ▲+11% Added · +33K sh | Q2 2026 | |
| 12 | Redhawk Wealth Advisors, Inc. | $13.8M | 273K | ▲New +273K sh | Q2 2026 | |
| 13 | Centerline Wealth Advisors, LLC | $13.5M | 268K | ▲+56% Added · +96K sh | Q2 2026 | |
| 14 | WETZEL INVESTMENT ADVISORS, INC. | $12.7M | 253K | ▲+13% Added · +29K sh | Q2 2026 | |
| 15 | Forthright Family Wealth Advisory LLC | $12.5M | 247K | ▲Added Added · +247K sh | Q2 2026 | |
| 16 | RFG - Bristol Wealth Advisors, LLC | $11.7M | 232K | ▲+5.4% Added · +12K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $10.6M | 210K | ▲+27% Added · +45K sh | Q1 2026 | |
| 18 | UNIQUE WEALTH, LLC | $9.8M | 194K | ▲+21% Added · +33K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $9.2M | 183K | ▲+664% Added · +159K sh | Q1 2026 | |
| 20 | Storen Legacy Partners, LLC | $8.8M | 176K | ▲+11% Added · +17K sh | Q2 2026 | |
| 21 | May Hill Capital, LLC | $7.7M | 153K | ▲+13% Added · +18K sh | Q2 2026 | |
| 22 | Vise Technologies, Inc. | $7.3M | 144K | —Held | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $6.2M | 123K | ▲25× Added · +118K sh | Q2 2026 | |
| 24 | SWP FINANCIAL LLC | $5.8M | 116K | ▲+9.9% Added · +11K sh | Q2 2026 | |
| 25 | R2 Capital Strategies, LLC | $5.6M | 112K | ▲New +112K 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, 7 funds opened a new position in BRTR and 17 added to an existing one, while 5 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 | 32 funds | $5.3B |
| MICROSOFT CORPMSFT | 32 funds | $2.3B |
| APPLE INCAAPL | 31 funds | $3.7B |
| AMAZON.COM INCAMZN | 31 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $1.4B |
| TESLA INCTSLA | 30 funds | $1.1B |
| BROADCOM INCAVGO | 29 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 29 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $1.0B |
| JOHNSON & JOHNSONJNJ | 29 funds | $942.4M |
| WALMART INCWMT | 29 funds | $562.5M |
Ranked by how many of BRTR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BINCmc | 725 funds | $14.5B |
| CLOAmc | 223 funds | $1.5B |
| HIMUmc | 217 funds | $1.1B |
| GGOVmc | 188 funds | $638.5M |
| SHYMmc | 135 funds | $413.3M |
| INMUMF Closed and MF Open | 111 funds | $610.6M |
| CALISHORT TERM CALIF | 105 funds | $134.0M |
| SECUmc | 88 funds | $416.1M |
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 BRTR
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/BRTR/capital-change-brief"
Use Arkolith's capital_change_brief for BRTR. 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 BRTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.