Biote Corp (BTMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares423,963 from 431,962

Change-7,999 (-2%)

Value$513.0K (-$303.0K)

Filed 2026-11-04

One Way Holdings LLC

UNCHANGED

Shares42,789 from 42,789

Change0 (0%)

Value$51.8K (-$29.1K)

Filed 2026-10-29

Williams & Novak Wealth Management, LLC

INCREASED

Shares29,365 from 22,910

Change+6,455 (+28%)

Value$35.5K (-$7.8K)

Filed 2026-10-09

First Heartland Consultants, Inc.

UNCHANGED

Shares24,500 from 24,500

Change0 (0%)

Value$29.6K (-$16.7K)

Filed 2026-10-08

ZWJ Investment Counsel Inc

UNCHANGED

Shares12,746 from 12,746

Change0 (0%)

Value$15.4K (-$8.7K)

Filed 2026-10-15

Essential Partners LLC

DECREASED

Shares64 from 365

Change-301 (-82%)

Value$77 (-$613)

Filed 2026-10-14

SBI Securities Co., Ltd.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$24 (-$14)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares9 from 313

Change-304 (-97%)

Value$11 (-$581)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares6 from 16

Change-10 (-62%)

Value$7 (-$23)

Filed 2026-10-29

SJS Investment Consulting Inc.

DECREASED

Shares4 from 31

Change-27 (-87%)

Value$5 (-$54)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares1 from 53

Change-52 (-98%)

Value$1 (-$99)

Filed 2026-10-16

Abel Hall, LLC

CLOSED

Shares0 from 30,427

Change-30,427 (-100%)

Value$0 (-$57.5K)

Filed 2026-10-19

Farther Finance Advisors, LLC

CLOSED

Shares0 from 215

Change-215 (-100%)

Value$0 (-$393)

Filed 2026-10-08

Cornerstone Planning Group LLC

CLOSED

Shares0 from 213

Change-213 (-100%)

Value$0 (-$501)

Filed 2026-10-16

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 197

Change-197 (-100%)

Value$0 (-$372)

Filed 2026-10-20

True Wealth Design, LLC

CLOSED

Shares0 from 109

Change-109 (-100%)

Value$0 (-$207)

Filed 2026-10-13

Fortitude Family Office, LLC

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$85)

Filed 2026-10-14

325 Capital LLC

N/A

Shares— from 4,548,127

Change-4,548,127 (-100%)

Value—

Bandera Partners LLC

N/A

Shares— from 2,065,482

Change-2,065,482 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,102,753

Change-1,102,753 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 625,390

Change-625,390 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 436,088

Change-436,088 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 365,945

Change-365,945 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 301,310

Change-301,310 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 262,842

Change-262,842 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 260,488

Change-260,488 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 253,313

Change-253,313 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 251,619

Change-251,619 (-100%)

Value—

UBS Group AG

N/A

Shares— from 244,224

Change-244,224 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 229,994

Change-229,994 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 215,384

Change-215,384 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 168,611

Change-168,611 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 153,907

Change-153,907 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 142,964

Change-142,964 (-100%)

Value—

State Street Corp

N/A

Shares— from 112,244

Change-112,244 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 111,605

Change-111,605 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 103,307

Change-103,307 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 71,418

Change-71,418 (-100%)

Value—

Man Group plc

N/A

Shares— from 70,145

Change-70,145 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 52,753

Change-52,753 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 42,916

Change-42,916 (-100%)

Value—

Barclays PLC

N/A

Shares— from 39,038

Change-39,038 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 34,119

Change-34,119 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,353

Change-33,353 (-100%)

Value—

FMR LLC

N/A

Shares— from 31,076

Change-31,076 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 29,716

Change-29,716 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 29,188

Change-29,188 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 23,741

Change-23,741 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 19,736

Change-19,736 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 17,992

Change-17,992 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 17,347

Change-17,347 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 15,272

Change-15,272 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 14,565

Change-14,565 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,250

Change-12,250 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,727

Change-11,727 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,765

Change-8,765 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 6,274

Change-6,274 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,880

Change-5,880 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,414

Change-5,414 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,626

Change-2,626 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,563

Change-1,563 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 484

Change-484 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 480

Change-480 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 318

Change-318 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	423,963	431,962	-7,999	-2%	$816.1K	$513.0K	-$303.0K	2026-11-04
One Way Holdings LLC	UNCHANGED	42,789	42,789	0	0%	$80.9K	$51.8K	-$29.1K	2026-10-29
Williams & Novak Wealth Management, LLC	INCREASED	29,365	22,910	+6,455	+28%	$43.3K	$35.5K	-$7.8K	2026-10-09
First Heartland Consultants, Inc.	UNCHANGED	24,500	24,500	0	0%	$46.3K	$29.6K	-$16.7K	2026-10-08
ZWJ Investment Counsel Inc	UNCHANGED	12,746	12,746	0	0%	$24.1K	$15.4K	-$8.7K	2026-10-15
Essential Partners LLC	DECREASED	64	365	-301	-82%	$690	$77	-$613	2026-10-14
SBI Securities Co., Ltd.	UNCHANGED	20	20	0	0%	$38	$24	-$14	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	9	313	-304	-97%	$592	$11	-$581	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	6	16	-10	-62%	$30	$7	-$23	2026-10-29
SJS Investment Consulting Inc.	DECREASED	4	31	-27	-87%	$59	$5	-$54	2026-10-26
IFP Advisors, Inc	DECREASED	1	53	-52	-98%	$100	$1	-$99	2026-10-16
Abel Hall, LLC	CLOSED	0	30,427	-30,427	-100%	$57.5K	$0	-$57.5K	2026-10-19
Farther Finance Advisors, LLC	CLOSED	0	215	-215	-100%	$393	$0	-$393	2026-10-08
Cornerstone Planning Group LLC	CLOSED	0	213	-213	-100%	$501	$0	-$501	2026-10-16
Nisa Investment Advisors, LLC	CLOSED	0	197	-197	-100%	$372	$0	-$372	2026-10-20
True Wealth Design, LLC	CLOSED	0	109	-109	-100%	$207	$0	-$207	2026-10-13
Fortitude Family Office, LLC	CLOSED	0	45	-45	-100%	$85	$0	-$85	2026-10-14
325 Capital LLC	N/A	—	4,548,127	-4,548,127	-100%	$8.6M	—	—	—
Bandera Partners LLC	N/A	—	2,065,482	-2,065,482	-100%	$3.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,102,753	-1,102,753	-100%	$2.1M	—	—	—
Acadian Asset Management LLC	N/A	—	625,390	-625,390	-100%	$1.2M	—	—	—
Millennium Management LLC	N/A	—	436,088	-436,088	-100%	$824.2K	—	—	—
BlackRock, Inc.	N/A	—	365,945	-365,945	-100%	$691.6K	—	—	—
Citadel Advisors LLC	N/A	—	301,310	-301,310	-100%	$569.5K	—	—	—
Rice Hall James & Associates, LLC	N/A	—	262,842	-262,842	-100%	$496.8K	—	—	—
Geode Capital Management, LLC	N/A	—	260,488	-260,488	-100%	$492.6K	—	—	—
Jane Street Group, LLC	N/A	—	253,313	-253,313	-100%	$478.8K	—	—	—
AQR Capital Management LLC	N/A	—	251,619	-251,619	-100%	$475.6K	—	—	—
UBS Group AG	N/A	—	244,224	-244,224	-100%	$461.6K	—	—	—
Renaissance Technologies LLC	N/A	—	229,994	-229,994	-100%	$434.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	215,384	-215,384	-100%	$407.1K	—	—	—
Marshall Wace, LLP	N/A	—	168,611	-168,611	-100%	$318.7K	—	—	—
Morgan Stanley	N/A	—	153,907	-153,907	-100%	$290.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	142,964	-142,964	-100%	$270.2K	—	—	—
State Street Corp	N/A	—	112,244	-112,244	-100%	$212.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	111,605	-111,605	-100%	$199.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	103,307	-103,307	-100%	$195.3K	—	—	—
Northern Trust Corp	N/A	—	71,418	-71,418	-100%	$135.0K	—	—	—
Man Group plc	N/A	—	70,145	-70,145	-100%	$132.6K	—	—	—
Lazard Asset Management LLC	N/A	—	52,753	-52,753	-100%	$99.7K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	42,916	-42,916	-100%	$81.1K	—	—	—
Barclays PLC	N/A	—	39,038	-39,038	-100%	$73.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	35,000	-35,000	-100%	$66.2K	—	—	—
Rothschild Wealth LLC	N/A	—	34,119	-34,119	-100%	$64.5K	—	—	—
Bank of America Corp	N/A	—	33,353	-33,353	-100%	$63.0K	—	—	—
FMR LLC	N/A	—	31,076	-31,076	-100%	$58.7K	—	—	—
Mariner, LLC	N/A	—	29,716	-29,716	-100%	$56.1K	—	—	—
IEQ Capital, LLC	N/A	—	29,188	-29,188	-100%	$55.2K	—	—	—
Quadrature Capital Ltd	N/A	—	23,741	-23,741	-100%	$44.9K	—	—	—
Squarepoint Ops LLC	N/A	—	19,736	-19,736	-100%	$37.3K	—	—	—
Cerity Partners LLC	N/A	—	17,992	-17,992	-100%	$34.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	17,347	-17,347	-100%	$32.8K	—	—	—
Rhumbline Advisers	N/A	—	15,272	-15,272	-100%	$28.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	14,565	-14,565	-100%	$27.5K	—	—	—
Raymond James Financial Inc	N/A	—	12,250	-12,250	-100%	$23.2K	—	—	—
Royal Bank of Canada	N/A	—	11,727	-11,727	-100%	$22.0K	—	—	—
JPMorgan Chase & Co	N/A	—	8,765	-8,765	-100%	$14.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	6,274	-6,274	-100%	$11.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,880	-5,880	-100%	$11.1K	—	—	—
Arax Advisory Partners	N/A	—	5,414	-5,414	-100%	$10.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,626	-2,626	-100%	$5.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,563	-1,563	-100%	$3.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,295	-1,295	-100%	$2.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	500	-500	-100%	$945	—	—	—
Allworth Financial LP	N/A	—	484	-484	-100%	$915	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	480	-480	-100%	$907	—	—	—
BNP Paribas Financial Markets	N/A	—	318	-318	-100%	$601	—	—	—
Rothschild Investment LLC	N/A	—	125	-125	-100%	$236	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	51	-51	-100%	$96	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$10	—	—	—
Clearstead Advisors, LLC	N/A	—	4	-4	-100%	$8	—	—	—

Showing 71 of 71 institutions