Ishares Total Return Act ETF
$49.130%
+$242.0M
Net Activity
+28.46% total shares
Institutions Holding
72
Popularity Rank
#5307
Avg Weight
0.79%
Total Value
$1.1B
72 institutions currently hold BRTR, with 52 net buyers and 20 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
20
Net Buying Institutions
52
Top 5 by Value
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Across its top 20 institutional holders, BRTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 24/100).
BRTR ranks #5307 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BRTR is a top-conviction position for Forthright Family Wealth Advisory LLC — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BRTR belongs to Dynasty Wealth Management, LLC, but the position matters far more to Forthright Family Wealth Advisory LLC, who has 7.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Dynasty Wealth Management, LLC has added to its BRTR position for two straight quarters, increasing it by $184.6M to reach $244.5M today.
Cyndeo Wealth Partners, LLC has trimmed its BRTR position for two straight quarters, cutting it by $1.7M while still holding $5.1M.
BRTR is down 0% today, but institutions show net buying of $242.0M this quarter — a divergence between today's price move and the underlying institutional flow.
+$291.9M
Total Buy Value
$54.8M
Total Sell Value
52
Net Buyers
20
Net Sellers
BRTR
Q2 2026
Top 5 Institutional Movers
+$85.0M
+$42.4M
+$35.1M
+$20.5M
BRTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
092528876
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Access BRTR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BRTRCLI
npx alphasmo stocks get BRTR