Fund shareholders of Better Home & Finance Holding Co
ISIN US08774B5084 · United States · LEI 529900VAMR5CW7WS5H57
- Fund shareholders
- 84
- Of which ETFs
- 12 72 other funds
- Value held
- 34.6M $
- Share of capital
- 6.7 % of 19M shares on Jun 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 365,092 | 10M $ | 0.00 % | 1.92 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 215,547 | 5.9M $ | 0.01 % | 1.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 120,888 | 3.3M $ | 0.00 % | 0.64 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 87,129 | 2M $ | 0.01 % | 0.46 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 74,989 | 2.1M $ | 0.01 % | 0.40 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 45,543 | 1.3M $ | 0.07 % | 0.24 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 37,920 | 1.1M $ | 0.00 % | 0.20 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 30,681 | 895K $ | 0.01 % | 0.16 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 26,886 | 739.4K $ | 0.05 % | 0.14 % | as of Jun 30, 2026 ↗ |
| M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II | 24,173 | 664.8K $ | 0.21 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 19,258 | 452.6K $ | 0.01 % | 0.10 % | as of Jul 31, 2026 ↗ |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 17,656 | 414.9K $ | 0.44 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 14,926 | 410.5K $ | 0.01 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 13,969 | 407.5K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 13,189 | 384.7K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 12,576 | 345.8K $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 12,025 | 282.6K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,160 | 325.5K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,612 | 249.4K $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 8,908 | 245K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 7,527 | 207K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,374 | 185.9K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,000 | 165K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,997 | 140.9K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,908 | 135K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,865 | 133.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,635 | 135.2K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,169 | 114.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,100 | 112.8K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,014 | 110.4K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,851 | 90.5K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,818 | 89.7K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 3,100 | 85.3K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,939 | 80.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,891 | 79.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,861 | 78.7K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 2,843 | 82.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 2,528 | 59.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,400 | 66K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,364 | 65K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,870 | 51.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,817 | 50K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,776 | 48.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,692 | 46.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,677 | 39.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,267 | 34.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,251 | 34.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,232 | 33.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,218 | 33.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,000 | 27.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 935 | 22K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 763 | 21K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 746 | 17.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 734 | 20.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 644 | 15.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 636 | 17.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 610 | 14.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 557 | 15.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 536 | 12.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 529 | 14.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 501 | 13.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 500 | 14.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 411 | 11.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 400 | 11.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 374 | 10.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 282 | 8.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 231 | 6.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 223 | 6.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 220 | 6.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 5.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 179 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 176 | 4.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 126 | 3.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 103 | 2.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 68 | 1.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 43 | 1.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 33 | 907.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 21 | 577.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 20 | 550 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 330 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 7 | 164.5 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 6 | 175 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 58.3 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 55 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| AMG Frontier Small Cap Growth Fund AMG Funds I | 0.44 % | as of Jul 31, 2026 ↗ |
| M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II | 0.21 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 0.07 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.05 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of May 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 84 | -4 | 1,270,941 | +28.8 % |
| 2026Q2 | 88 | +9 | 986,843 | +10.3 % |
| 2026Q1 | 79 | +13 | 894,921 | +22.2 % |
| 2025Q4 | 66 | +23 | 732,480 | +7.6 % |
| 2025Q3 | 43 | +35 | 680,821 | +63.6 % |
| 2025Q2 | 8 | 0 | 416,175 | -1.3 % |
| 2025Q1 | 8 | -1 | 421,454 | -0.6 % |
| 2024Q4 | 9 | 424,048 |
Institutional managers
86 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FRONTIER CAPITAL MANAGEMENT CO LLC | 793,934 | 28.3M $ | as of Mar 31, 2026 |
| SOFTBANK GROUP CORP. | 628,553 | 22.4M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 578,960 | 20.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 486,099 | 17.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 301,962 | 10.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 289,692 | 10.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 229,966 | 8.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 195,985 | 7M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 180,523 | 6.4M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 168,044 | 6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 160,893 | 5.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 123,376 | 4.4M $ | as of Mar 31, 2026 |
| GRATIA CAPITAL, LLC | 110,353 | 3.9M $ | as of Mar 31, 2026 |
| Daiwa Securities Group Inc. | 55,200 | 2M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 48,988 | 1.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 47,279 | 1.7M $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 40,989 | 1.5M $ | as of Mar 31, 2026 |
| Oasis Advisors, LLC | 37,125 | 1.3M $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 26,096 | 929.5K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,739 | 596.2K $ | as of Mar 31, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | 15,959 | 568.5K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 15,758 | 561.3K $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 14,177 | 505K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 13,890 | 494.8K $ | as of Mar 31, 2026 |
| Stoic Point Capital Management LLC | 13,100 | 466.6K $ | as of Mar 31, 2026 |
Declared shareholders of Better Home & Finance Holding Co
There are 6 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Garg Vishal and 3 others | 13.70 % | 2,029,224 | as of Aug 17, 2026 · SCHEDULE 13D |
| Steven Sarracino and 10 others | 8.90 % | 1,290,178 | as of Aug 25, 2026 · SCHEDULE 13D |
| Integrated Core Strategies (US) LLC and 3 others | 5.50 % | 730,265 | as of Sep 16, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 5.20 % | 679,789 | as of Jun 30, 2026 · SCHEDULE 13G |
| FRONTIER CAPITAL MANAGEMENT CO.,LLC | 4.78 % | 625,598 | as of Jun 30, 2026 · SCHEDULE 13G |
| Global Investment Ventures LLC and 1 other | 4.70 % | 624,198 | as of Aug 12, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Better Home & Finance Holding Co". https://titelia.com/en/stocks/better-home-finance-holding-co-US08774B5084