7 tracked 13F filers disclose a position in BTR as of the latest SEC 13F filings, a combined $33.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $27.7M | 1.0M | —Held | Q2 2026 | |
| 2 | RFG Advisory, LLC | $4.2M | 152K | ▼−49% Reduced · −147K sh | Q2 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $532K | 19K | ▲+3.2% Added · +596 sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $387K | 15K | ▼−81% Reduced · −65K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $206K | 8K | ▲New +8K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $22K | 849 | ▲New +849 sh | Q1 2026 | |
| 7 | UBS Group AG | $26 | 1 | ▲New +1 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, 0 funds opened a new position in BTR 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $291.7M |
| APPLE INCAAPL | 3 funds | $211.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $188.1M |
| BROADCOM INCAVGO | 3 funds | $136.6M |
| VANGUARD INFO TECH ETFVGT | 3 funds | $121.9M |
| VANGUARD INDUSTRIALS ETFVIS | 3 funds | $105.6M |
| VANGUARD ENERGY ETFVDE | 3 funds | $96.1M |
| VANGUARD HEALTH CARE ETFVHT | 3 funds | $95.6M |
| VANGUARD REAL ESTATE ETFVNQ | 3 funds | $94.1M |
| VANGUARD UTILITIES ETFVPU | 3 funds | $93.7M |
| VANGUARD MATERIALS ETFVAW | 3 funds | $92.2M |
| SS TECHNOLOGY SELECT SECTORXLK | 3 funds | $87.9M |
Ranked by how many of BTR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSRBEACON UNIFIED C | 7 funds | $35.2M |
| BTRthis pageBEACON TACTICAL | 7 funds | $33.1M |
| FFNDTHE FUTURE FUND | 6 funds | $82.0M |
| PSTRPEAKSHARES SECTO | 6 funds | $46.8M |
| FFLSFUTURE FD LNG SH | 3 funds | $31.9M |
| GGMGGM MACRO ALIGNM | 2 funds | $16.7M |
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 BTR
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/BTR/capital-change-brief"
Use Arkolith's capital_change_brief for BTR. 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 BTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.