ISHARES TOTAL RETURN ACT ETF (BRTR) Institutional Shareholders
ISHARES TOTAL RETURN ACT ETF (BRTR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in BRTR holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of BRTR tracked by InsiderSet, reporting ownership valued at approximately $244.48M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $236.14M, representing an estimated loss of -3.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed BRTR value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Sagespring Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in ISHARES TOTAL RETURN ACT ETF (BRTR).
This page ranks the largest institutional BRTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$1.06B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$244.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 1.82% | 4,858,060 | $244,481,866 | $236,143,010 | -$8,338,856 | -3.41% | |
| Jpmorgan Chase & Co | 0.01% | 3,474,045 | $175,543,507 | $168,868,116 | -$6,675,391 | -3.80% | |
| Sagespring Wealth Partners, Llc | 1.83% | 2,363,407 | $118,938,467 | $114,881,669 | -$4,056,798 | -3.41% | |
| Openarc Corporate Advisory, Llc | 1.04% | 1,735,603 | $87,344,229 | $84,365,058 | -$2,979,171 | -3.41% | |
| Newedge Advisors, Llc | 0.25% | 1,691,938 | $85,146,788 | $82,242,568 | -$2,904,220 | -3.41% | |
| Bank Of America Corp | 0.00% | 844,816 | $42,515,365 | $41,065,239 | -$1,450,126 | -3.41% | |
| Weil Company, Inc. | 5.80% | 654,030 | $32,914,039 | $31,791,417 | -$1,122,622 | -3.41% | |
| Pinnacle Financial Partners, Inc. | 0.20% | 595,225 | $29,954,699 | $28,932,994 | -$1,021,705 | -3.41% | |
| Arkadios Wealth Advisors | 0.32% | 414,827 | $20,876,151 | $20,164,118 | -$712,033 | -3.41% | |
| Cfs Investment Advisory Services, Llc | 1.09% | 325,235 | $16,287,769 | $15,809,185 | -$478,584 | -2.94% | |
| Redhawk Wealth Advisors, Inc. | 1.35% | 273,252 | $13,751,422 | $13,282,370 | -$469,052 | -3.41% | |
| Osaic Holdings, Inc. | 0.02% | 267,544 | $13,464,226 | $13,004,913 | -$459,313 | -3.41% | |
| Centerline Wealth Advisors, Llc | 4.22% | 267,533 | $13,463,621 | $13,004,378 | -$459,243 | -3.41% | |
| Wetzel Investment Advisors, Inc. | 4.42% | 253,283 | $12,746,467 | $12,311,707 | -$434,760 | -3.41% | |
| Forthright Family Wealth Advisory Llc | 7.05% | 247,494 | $12,455,144 | $12,030,312 | -$424,832 | -3.41% | |
| Rfg - Bristol Wealth Advisors, Llc | 2.83% | 232,432 | $11,697,152 | $11,298,171 | -$398,981 | -3.41% | |
| Raymond James Financial Inc | 0.00% | 223,094 | $11,227,206 | $10,844,265 | -$382,941 | -3.41% | |
| Unique Wealth, Llc | 1.14% | 194,252 | $9,775,721 | $9,442,298 | -$333,423 | -3.41% | |
| Wealth Alliance, Llc | 0.77% | 183,075 | $9,213,235 | $8,899,001 | -$314,234 | -3.41% | |
| Storen Legacy Partners, Llc | 2.41% | 175,613 | $8,837,717 | $8,536,285 | -$301,432 | -3.41% | |
| May Hill Capital, Llc | 1.61% | 152,846 | $7,691,971 | $7,429,615 | -$262,356 | -3.41% | |
| Mml Investors Services, Llc | 0.01% | 122,500 | $6,164,790 | $5,954,541 | -$210,249 | -3.41% | |
| Swp Financial Llc | 2.70% | 116,173 | $5,846,389 | $5,646,995 | -$199,394 | -3.41% | |
| Beto Financial Group, Llc | 2.83% | 108,250 | $5,386,520 | $5,261,870 | -$124,650 | -2.31% | |
| Spectrum Planning & Advisory Services Inc. | 2.28% | 101,406 | $5,103,264 | $4,929,194 | -$174,070 | -3.41% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 101,299 | $5,097,851 | $4,923,992 | -$173,859 | -3.41% | |
| Daviman Financial, Llc | 2.72% | 98,031 | $4,933,410 | $4,765,140 | -$168,270 | -3.41% | |
| Jpl Wealth Management, Llc | 0.80% | 80,216 | $4,036,859 | $3,899,179 | -$137,680 | -3.41% | |
| Integrated Wealth Concepts Llc | 0.02% | 59,746 | $3,006,718 | $2,904,163 | -$102,555 | -3.41% | |
| Mckinley Carter Wealth Services, Inc. | 0.13% | 51,745 | $2,604,065 | $2,515,247 | -$88,818 | -3.41% | |
| Pfg Advisors | 0.13% | 50,205 | $2,526,579 | $2,440,390 | -$86,189 | -3.41% | |
| Taylor & Morgan Wealth Management, Llc | 1.14% | 46,120 | $2,320,989 | $2,241,824 | -$79,165 | -3.41% | |
| Jones Financial Companies Lllp | 0.00% | 45,564 | $2,300,298 | $2,214,798 | -$85,500 | -3.72% | |
| Arax Advisory Partners | 0.01% | 44,351 | $2,231,964 | $2,155,836 | -$76,128 | -3.41% | |
| Envestnet Asset Management Inc | 0.00% | 43,993 | $2,213,925 | $2,138,434 | -$75,491 | -3.41% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 43,489 | $2,182,713 | $2,113,935 | -$68,778 | -3.15% | |
| Breakwater Capital Group | 0.26% | 43,298 | $2,178,972 | $2,104,651 | -$74,321 | -3.41% | |
| Ethos Financial Group, Llc | 0.14% | 43,235 | $2,141,628 | $2,101,588 | -$40,040 | -1.87% | |
| Mbe Wealth Management, Llc | 0.68% | 38,481 | $1,936,539 | $1,870,504 | -$66,035 | -3.41% | |
| Lpl Financial Llc | 0.00% | 35,431 | $1,783,072 | $1,722,248 | -$60,824 | -3.41% | |
| Signet Financial Management, Llc | 0.18% | 31,199 | $1,565,859 | $1,516,537 | -$49,322 | -3.15% | |
| Summit Financial, Llc | 0.02% | 30,767 | $1,548,356 | $1,495,538 | -$52,818 | -3.41% | |
| Fairvoy Private Wealth, Llc | 0.30% | 29,134 | $1,466,189 | $1,416,160 | -$50,029 | -3.41% | |
| Susquehanna International Group, Llp | 0.00% | 19,885 | $1,000,713 | $966,580 | -$34,133 | -3.41% | |
| Citadel Advisors Llc | 0.00% | 17,971 | $904,391 | $873,543 | -$30,848 | -3.41% | |
| Jt Stratford Llc | 0.09% | 16,741 | $842,492 | $813,755 | -$28,737 | -3.41% | |
| Keystone Financial Group, Inc. | 0.42% | 15,768 | $793,525 | $766,459 | -$27,066 | -3.41% | |
| Jane Street Group, Llc | 0.00% | 13,942 | $701,631 | $677,700 | -$23,931 | -3.41% | |
| Eq Llc | 0.17% | 13,668 | $687,859 | $664,381 | -$23,478 | -3.41% | |
| Goldman Sachs Group Inc | 0.00% | 10,612 | $534,049 | $515,833 | -$18,216 | -3.41% |
Frequently asked questions about BRTR
Who owns the most BRTR stock?
The largest holders of BRTR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES TOTAL RETURN ACT ETF (BRTR).
Is BRTR widely held by superinvestors?
Many widely followed stocks like BRTR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BRTR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.