BRTR Institutional Ownership & Shareholders
ISHARES TOTAL RETURN ACT ETF (BRTR) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.08B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $235.83M, representing an estimated loss of -3.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
80
Total Reported Value
$1.08B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$244.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | $235,830,636 | -$8,651,230 | -3.54% | |
| Jpmorgan Chase & Co | 0.01% | 3,474,045 | $175,543,507 | $168,644,735 | -$6,898,772 | -3.93% | |
| Sagespring Wealth Partners, Llc | 1.69% | 2,375,353 | $113,634,500 | $115,309,611 | +$1,675,111 | +1.47% | |
| Openarc Corporate Advisory, Llc | 1.01% | 1,866,848 | $89,308,147 | $90,624,643 | +$1,316,496 | +1.47% | |
| Newedge Advisors, Llc | 0.25% | 1,691,938 | $85,146,788 | $82,133,777 | -$3,013,011 | -3.54% | |
| Bank Of America Corp | 0.00% | 844,816 | $42,515,365 | $41,010,917 | -$1,504,448 | -3.54% | |
| Weil Company, Inc. | 5.61% | 680,201 | $32,540,134 | $33,019,813 | +$479,679 | +1.47% | |
| Pinnacle Financial Partners, Inc. | 0.20% | 595,225 | $29,954,699 | $28,894,721 | -$1,059,978 | -3.54% | |
| Vise Technologies, Inc. | 0.22% | 557,700 | $26,679,800 | $27,073,100 | +$393,300 | +1.47% | |
| Arkadios Wealth Advisors | 0.32% | 414,827 | $20,876,151 | $20,137,445 | -$738,706 | -3.54% | |
| Cfs Investment Advisory Services, Llc | 0.92% | 296,408 | $14,148,888 | $14,388,889 | +$240,001 | +1.70% | |
| Osaic Holdings, Inc. | 0.02% | 267,544 | $13,464,226 | $12,987,709 | -$476,517 | -3.54% | |
| Forthright Family Wealth Advisory Llc | 7.05% | 247,494 | $12,455,144 | $12,014,398 | -$440,746 | -3.54% | |
| Wetzel Investment Advisors, Inc. | 4.25% | 257,368 | $12,312,242 | $12,493,724 | +$181,482 | +1.47% | |
| Rfg - Bristol Wealth Advisors, Llc | 2.92% | 255,996 | $12,246,572 | $12,427,121 | +$180,549 | +1.47% | |
| Redhawk Wealth Advisors, Inc. | 1.24% | 255,422 | $12,219,150 | $12,399,257 | +$180,107 | +1.47% | |
| Raymond James Financial Inc | 0.00% | 223,094 | $11,227,206 | $10,829,920 | -$397,286 | -3.54% | |
| Centerline Wealth Advisors, Llc | 3.28% | 219,735 | $10,511,914 | $10,666,860 | +$154,946 | +1.47% | |
| Unique Wealth, Llc | 1.11% | 203,493 | $9,734,927 | $9,878,405 | +$143,478 | +1.47% | |
| Wealth Alliance, Llc | 0.77% | 183,075 | $9,213,235 | $8,887,229 | -$326,006 | -3.54% | |
| Storen Legacy Partners, Llc | 2.41% | 175,613 | $8,837,717 | $8,524,993 | -$312,724 | -3.54% | |
| May Hill Capital, Llc | 1.61% | 152,846 | $7,691,971 | $7,419,787 | -$272,184 | -3.54% | |
| Mml Investors Services, Llc | 0.01% | 122,500 | $6,164,790 | $5,946,665 | -$218,126 | -3.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 122,736 | $5,871,550 | $5,958,121 | +$86,571 | +1.47% | |
| Swp Financial Llc | 2.64% | 119,286 | $5,706,539 | $5,790,643 | +$84,104 | +1.47% | |
| Beto Financial Group, Llc | 2.83% | 108,250 | $5,386,520 | $5,254,910 | -$131,610 | -2.44% | |
| Spectrum Planning & Advisory Services Inc. | 2.28% | 101,406 | $5,103,264 | $4,922,673 | -$180,591 | -3.54% | |
| Mckinley Carter Wealth Services, Inc. | 0.26% | 106,511 | $5,095,378 | $5,170,491 | +$75,113 | +1.47% | |
| Daviman Financial, Llc | 2.72% | 98,031 | $4,933,410 | $4,758,836 | -$174,574 | -3.54% | |
| Cyndeo Wealth Partners, Llc | 0.22% | 102,350 | $4,896,306 | $4,968,499 | +$72,193 | +1.47% | |
| Jpl Wealth Management, Llc | 0.80% | 80,216 | $4,036,859 | $3,894,022 | -$142,837 | -3.54% | |
| Integrated Wealth Concepts Llc | 0.02% | 59,746 | $3,006,718 | $2,900,322 | -$106,396 | -3.54% | |
| Jones Financial Companies Lllp | 0.00% | 45,564 | $2,300,298 | $2,211,868 | -$88,430 | -3.84% | |
| Arax Advisory Partners | 0.01% | 44,351 | $2,231,964 | $2,152,984 | -$78,980 | -3.54% | |
| Envestnet Asset Management Inc | 0.00% | 43,993 | $2,213,925 | $2,135,605 | -$78,320 | -3.54% | |
| Taylor & Morgan Wealth Management, Llc | 1.05% | 45,820 | $2,191,983 | $2,224,295 | +$32,312 | +1.47% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 43,489 | $2,182,713 | $2,111,139 | -$71,574 | -3.28% | |
| Ethos Financial Group, Llc | 0.14% | 43,235 | $2,141,628 | $2,098,808 | -$42,820 | -2.00% | |
| Mbe Wealth Management, Llc | 0.67% | 39,802 | $1,904,106 | $1,932,156 | +$28,050 | +1.47% | |
| Lpl Financial Llc | 0.00% | 35,431 | $1,783,072 | $1,719,970 | -$63,102 | -3.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 35,441 | $1,695,143 | $1,720,455 | +$25,312 | +1.49% | |
| Breakwater Capital Group | 0.19% | 33,712 | $1,612,761 | $1,636,522 | +$23,761 | +1.47% | |
| Signet Financial Management, Llc | 0.18% | 31,199 | $1,565,859 | $1,514,530 | -$51,329 | -3.28% | |
| Summit Financial, Llc | 0.02% | 30,767 | $1,548,356 | $1,493,559 | -$54,797 | -3.54% | |
| Fairvoy Private Wealth, Llc | 0.23% | 24,128 | $1,154,279 | $1,171,274 | +$16,995 | +1.47% | |
| Pfg Advisors | 0.06% | 23,736 | $1,135,511 | $1,152,245 | +$16,734 | +1.47% | |
| Susquehanna International Group, Llp | 0.00% | 19,885 | $1,000,713 | $965,301 | -$35,412 | -3.54% | |
| Citadel Advisors Llc | 0.00% | 17,971 | $904,391 | $872,388 | -$32,003 | -3.54% | |
| Jt Stratford Llc | 0.09% | 16,741 | $842,492 | $812,678 | -$29,814 | -3.54% | |
| Jane Street Group, Llc | 0.00% | 13,942 | $701,631 | $676,803 | -$24,828 | -3.54% |
Frequently asked questions about BRTR
Who are the largest institutional holders of BRTR?
The largest institutional holders of BRTR reported in the latest SEC Form 13F filings include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Sagespring Wealth Partners, Llc, Openarc Corporate Advisory, Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BRTR position.
What is BRTR institutional ownership?
This page tracks BRTR positions reported by institutional investment managers through SEC Form 13F. ISHARES TOTAL RETURN ACT ETF (BRTR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRTR?
InsiderSet currently tracks 80 institutional managers reporting BRTR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BRTR shareholders.
How much BRTR stock do institutions own?
Institutional investment managers disclosed approximately $1.08B in BRTR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRTR institutional ownership last updated?
The latest BRTR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BRTR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BRTR position after the reporting date.
Are institutions buying or selling BRTR?
Institutional buying and selling can be analyzed by comparing BRTR positions across consecutive 13F reporting periods. InsiderSet's BRTR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRTR ownership changes.
How has BRTR institutional ownership changed over time?
InsiderSet tracks BRTR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.