Titelia

Fund shareholders of Better Home & Finance Holding Co

ISIN US08774B5084 · United States · LEI 529900VAMR5CW7WS5H57

Fund shareholders
88
Of which ETFs
15 73 other funds
Value held
35.3M $
Share of capital
5.2 % of 19M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 294,19210.5M $0.00 %1.55 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 146,4935.2M $0.01 %0.77 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 82,4222.9M $0.00 %0.43 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 61,9842M $0.15 %0.33 %as of Feb 28, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 59,0042.4M $0.01 %0.31 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 49,0811.7M $0.01 %0.26 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 38,5131.3M $0.00 %0.20 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,675910.5K $0.01 %0.15 %as of Feb 28, 2026 ↗
M Capital Appreciation Fund M FUND INC 23,096822.7K $0.31 %0.12 %as of Mar 31, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 16,267669.1K $0.68 %0.09 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 15,013534.8K $0.04 %0.08 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 13,189433.9K $0.00 %0.07 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 13,122539.7K $0.01 %0.07 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 12,304438.3K $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 10,946360.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 9,527313.4K $0.00 %0.05 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 8,509303.1K $0.01 %0.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,434264.8K $0.01 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,259238.8K $0.03 %0.04 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 6,466265.9K $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 5,821191.5K $0.00 %0.03 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,808206.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 5,163183.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,908174.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,127135.8K $0.01 %0.02 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,768155K $0.00 %0.02 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,600148.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,600128.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 3,193113.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,912103.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 2,68595.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,530104.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,438100.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,41486K $0.00 %0.01 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,02272K $0.01 %0.01 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,00071.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 1,99765.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,75672.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 1,59565.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,30746.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,18448.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,12446.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,10139.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,09338.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,09138.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,06337.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,00035.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 85530.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 85030.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 80528.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 77727.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 74630.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 60321.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 55823K $0.01 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 54919.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 54319.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 52518.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 50117.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 50016.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 45216.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 42817.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 40714.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 40013.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 37513.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 35414.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 34511.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 34511.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2679.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2448K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 2358.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2309.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2038.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1786.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1696K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1625.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1264.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1003.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 662.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 502.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 25890.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 20712.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 15534.3 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 12427.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 11452.4 $0.01 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 7249.3 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 6197.4 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 265.8 $0.01 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 135.6 $0.00 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AMG Frontier Small Cap Growth Fund AMG Funds I 0.68 %as of Apr 30, 2026 ↗
M Capital Appreciation Fund M FUND INC 0.31 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 0.15 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 0.06 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.03 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 0.02 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 0.01 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q288+9986,843+10.3 %
2026Q179+13894,921+22.2 %
2025Q466+23732,480+7.6 %
2025Q343+35680,821+63.6 %
2025Q280416,175-1.3 %
2025Q18-1421,454-0.6 %
2024Q49424,048

Institutional managers

86 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
FRONTIER CAPITAL MANAGEMENT CO LLC793,93428.3M $as of Mar 31, 2026
SOFTBANK GROUP CORP.628,55322.4M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND578,96020.6M $as of Mar 31, 2026
BlackRock, Inc.486,09917.3M $as of Mar 31, 2026
UBS Group AG301,96210.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC289,69210.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC229,9668.2M $as of Mar 31, 2026
MORGAN STANLEY195,9857M $as of Mar 31, 2026
Hudson Bay Capital Management LP180,5236.4M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS168,0446M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC160,8935.7M $as of Mar 31, 2026
STATE STREET CORP123,3764.4M $as of Mar 31, 2026
GRATIA CAPITAL, LLC110,3533.9M $as of Mar 31, 2026
Daiwa Securities Group Inc.55,2002M $as of Mar 31, 2026
BARCLAYS PLC48,9881.7M $as of Mar 31, 2026
NORTHERN TRUST CORP47,2791.7M $as of Mar 31, 2026
FIFTH THIRD BANCORP40,9891.5M $as of Mar 31, 2026
Oasis Advisors, LLC37,1251.3M $as of Mar 31, 2026
Engineers Gate Manager LP26,096929.5K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC16,739596.2K $as of Mar 31, 2026
POLEN CAPITAL MANAGEMENT LLC15,959568.5K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC15,758561.3K $as of Mar 31, 2026
Quantinno Capital Management LP14,177505K $as of Mar 31, 2026
Bank of New York Mellon Corp13,890494.8K $as of Mar 31, 2026
Stoic Point Capital Management LLC13,100466.6K $as of Mar 31, 2026

Declared shareholders of Better Home & Finance Holding Co

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Framework Ventures IV L.P. and 5 others12.40 %1,320,912as of Mar 31, 2026 · SCHEDULE 13G
Steven Sarracino and 11 others9.00 %1,290,178as of Jun 22, 2026 · SCHEDULE 13D
FRONTIER CAPITAL MANAGEMENT CO.,LLC 7.46 %793,934as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Better Home & Finance Holding Co". https://titelia.com/en/stocks/better-home-finance-holding-co-US08774B5084