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Better Home & Finance Holdin (BETR)

CUSIP: 08774B508 | NYSE | Financial Services · Mortgage Finance | Small Cap | 146 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AGarg Vishal
with The 718 4Ever Trust I, 1/0 Real Estate, LLC, 1/0 Holdco, LLC
2,029,22413.7%UnchangedOct 5, 2026No 13F filer matched
13D/ASteven Sarracino
with Activant Capital Management, LP, Activant Ventures Advisors III, LLC, Activant Ventures III, L.P., +7 more

Institutional Holders — Q3 2026

State of Wyoming9,494
0.0% of portfolio›$104.4K
Citigroup Inc1,485
0.0% of portfolio›$16.3K
SBI Securities Co., Ltd.342
0.0% of portfolio›$3.8K
Advocate Investing Services LLC285
0.0% of portfolio›$3.1K
Sterling Capital Management LLC262
0.0% of portfolio›$2.9K
Gamma Investing LLC240
0.0% of portfolio›$2.6K
CGC Financial Services, LLC152
0.0% of portfolio›$1.7K
Versant Capital Management, Inc120
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust102
0.0% of portfolio›$1.1K
Creative Financial Designs Inc50
0.0% of portfolio›$550
SJS Investment Consulting Inc.44
0.0% of portfolio›$484
EverSource Wealth Advisors, LLC42
0.0% of portfolio›$462
Physician Wealth Advisors, Inc.41
0.0% of portfolio›$451
Farther Finance Advisors, LLC17
0.0% of portfolio›$187
Root Financial Partners, LLC16
0.0% of portfolio›$176
Ascentis Wealth Management, LLC15
0.0% of portfolio›$165
CoreCap Advisors, LLC8
0.0% of portfolio›$88
IFP Advisors, Inc2
0.0% of portfolio›$22
StyleTurnoverLocationFiled
State of Wyoming
9,494$104.4K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
1,485$16.3K0.0%CoreMediumNew York, NY2026-11-04
SBI Securities Co., Ltd.
342$3.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Advocate Investing Services LLC
285$3.1K0.0%ETFLowWoodbine, MD2026-10-26
Sterling Capital Management LLC
262$2.9K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
240$2.6K0.0%IndexVery LowFoster City, CA2026-10-08
CGC Financial Services, LLC
152$1.7K0.0%ETFLowLake Oswego, OR2026-10-13
Versant Capital Management, Inc
120$1.3K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
102$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Creative Financial Designs Inc
50$5500.0%ETFMediumKokomo, IN2026-11-04
SJS Investment Consulting Inc.
44$4840.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
42$4620.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
41$4510.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
17$1870.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
16$1760.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
15$1650.0%Agg GrowthLowDallas, TX2026-11-03
CoreCap Advisors, LLC
8$880.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
2$220.0%GrowthLowTampa, FL2026-10-16
1,290,178
8.9%
Unchanged
Oct 5, 2026
No 13F filer matched
13G/AMillennium Group Management LLC
with Integrated Core Strategies (US) LLC
591,5754.5%−138,690Sep 30, 2026No 13F filer matched
13DGlobal Investment Ventures LLC624,1984.7%Newly reportedAug 12, 2026No 13F filer matched
13D/AActivant Capital Management, LLC
with Activant Holdings I, Ltd.
1,217,9728.5%New 5%+ stakeJun 22, 2026No 13F filer matched
13D/APine Brook Road Advisors, L.P.00.0%No shares heldSep 22, 202584d ahead of 13F (995,660 sh) · −995,660
13D/AGarg Vishal2,029,224
13.7% of class · Oct 5, 2026Unchanged
with The 718 4Ever Trust I, 1/0 Real Estate, LLC, 1/0 Holdco, LLC
No 13F filer matched
13D/ASteven Sarracino1,290,178
8.9% of class · Oct 5, 2026Unchanged
with Activant Capital Management, LP, Activant Ventures Advisors III, LLC, Activant Ventures III, L.P., +7 more
No 13F filer matched
13G/AMillennium Group Management LLC591,575
4.5% of class · Sep 30, 2026−138,690
with Integrated Core Strategies (US) LLC
No 13F filer matched
13DGlobal Investment Ventures LLC624,198
4.7% of class · Aug 12, 2026Newly reported
No 13F filer matched
13D/AActivant Capital Management, LLC1,217,972
8.5% of class · Jun 22, 2026New 5%+ stake
with Activant Holdings I, Ltd.
No 13F filer matched
13D/APine Brook Road Advisors, L.P.0
0.0% of class · Sep 22, 2025No shares held
84d ahead of 13F (995,660 sh) · −995,660