IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Total Return ACT ETF (BRTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
INCREASED
Shares2,375,353 from 2,363,407
Change+11,946 (+1%)
Value$113.6M (-$5.3M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,866,848 from 1,735,603
Change+131,245 (+8%)
Value$89.3M (+$2.0M)
Filed 2026-10-21
Weil Company, Inc.
INCREASED
Shares680,201 from 654,030
Change+26,171 (+4%)
Value$32.5M (-$373.9K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares557,700
Change+557,700
Value$26.7M
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares296,408 from 325,235
Change-28,827 (-9%)
Value$14.1M (-$2.1M)
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
INCREASED
Shares257,368 from 253,283
Change+4,085 (+2%)
Value$12.3M (-$434.2K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares255,996 from 232,432
Change+23,564 (+10%)
Value$12.2M (+$549.4K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares255,422 from 273,252
Change-17,830 (-7%)
Value$12.2M (-$1.5M)
Filed 2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED
Shares237,021 from 247,494
Change-10,473 (-4%)
Value$11.3M (-$1.1M)
Filed 2026-11-03
Centerline Wealth Advisors, LLC
DECREASED
Shares219,735 from 267,533
Change-47,798 (-18%)
Value$10.5M (-$3.0M)
Filed 2026-10-15
Unique Wealth, LLC
INCREASED
Shares203,493 from 194,252
Change+9,241 (+5%)
Value$9.7M (-$40.8K)
Filed 2026-10-16
May Hill Capital, LLC
INCREASED
Shares169,577 from 152,846
Change+16,731 (+11%)
Value$8.1M (+$420.4K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
NEW
Shares122,736
Change+122,736
Value$5.9M
Filed 2026-11-02
SWP Financial LLC
INCREASED
Shares119,286 from 116,173
Change+3,113 (+3%)
Value$5.7M (-$139.9K)
Filed 2026-10-23
R2 Capital Strategies, LLC
INCREASED
Shares117,883 from 112,260
Change+5,623 (+5%)
Value$5.6M (-$10.1K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED
Shares106,511 from 51,745
Change+54,766 (+106%)
Value$5.1M (+$2.5M)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares102,350 from 101,299
Change+1,051 (+1%)
Value$4.9M (-$201.5K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares88,579 from 101,406
Change-12,827 (-13%)
Value$4.2M (-$865.7K)
Filed 2026-11-05
TritonPoint Partners, LLC
NEW
Shares66,420
Change+66,420
Value$3.2M
Filed 2026-11-05
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares45,820 from 46,120
Change-300 (-1%)
Value$2.2M (-$129.0K)
Filed 2026-10-09
MBE Wealth Management, LLC
INCREASED
Shares39,802 from 38,481
Change+1,321 (+3%)
Value$1.9M (-$32.4K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares35,441 from 10,191
Change+25,250 (+248%)
Value$1.7M (+$1.2M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,620 from 33,860
Change+760 (+2%)
Value$1.7M (-$48.0K)
Filed 2026-11-02
Breakwater Capital Group
DECREASED
Shares33,712 from 43,298
Change-9,586 (-22%)
Value$1.6M (-$566.2K)
Filed 2026-10-09
Fairvoy Private Wealth, LLC
DECREASED
Shares24,128 from 29,134
Change-5,006 (-17%)
Value$1.2M (-$311.9K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares23,736 from 50,205
Change-26,469 (-53%)
Value$1.1M (-$1.4M)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED
Shares9,216 from 8,546
Change+670 (+8%)
Value$440.9K (+$10.8K)
Filed 2026-10-20
Virtue Capital Management, LLC
NEW
Shares8,661
Change+8,661
Value$414.3K
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares8,616 from 9,315
Change-699 (-7%)
Value$412.2K (-$56.6K)
Filed 2026-10-16
Silverlake Wealth Management LLC
NEW
Shares7,648
Change+7,648
Value$365.9K
Filed 2026-10-21
Crusonia Wealth Advisors LLC
NEW
Shares6,940
Change+6,940
Value$332.0K
Filed 2026-10-26
PUREfi Wealth, LLC
DECREASED
Shares6,818 from 7,250
Change-432 (-6%)
Value$326.2K (-$38.7K)
Filed 2026-10-19
Greatmark Investment Partners, Inc.
INCREASED
Shares6,485 from 5,885
Change+600 (+10%)
Value$310.2K (+$14.1K)
Filed 2026-10-28
Alexander Randolph Advisory, Inc.
NEW
Shares6,230
Change+6,230
Value$298.0K
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED
Shares6,195 from 6,199
Change-4 (0%)
Value$296.4K (-$15.6K)
Filed 2026-10-16
Parisi Gray Wealth Management
INCREASED
Shares5,854 from 5,671
Change+183 (+3%)
Value$280.0K (-$5.4K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares5,785 from 4,994
Change+791 (+16%)
Value$276.8K (+$25.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares2,000 from 2,009
Change-9 (0%)
Value$95.7K (-$5.4K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares888
Change+888
Value$42.5K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
NEW
Shares684
Change+684
Value$32.7K
Filed 2026-10-30
Ascentis Independent Advisors
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$6.6K (-$341)
Filed 2026-11-03
Keystone Financial Group, Inc.
CLOSED
Shares0 from 15,768
Change-15,768 (-100%)
Value$0 (-$793.5K)
Filed 2026-10-13
Zega Investments, LLC
CLOSED
Shares0 from 6,632
Change-6,632 (-100%)
Value$0 (-$333.8K)
Filed 2026-11-04
Larson Financial Group LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-05
Dynasty Wealth Management, LLC
N/A
Shares— from 4,858,060
Change-4,858,060 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,474,045
Change-3,474,045 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,691,938
Change-1,691,938 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 844,816
Change-844,816 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 595,225
Change-595,225 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 414,827
Change-414,827 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 267,544
Change-267,544 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 223,094
Change-223,094 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 183,075
Change-183,075 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 175,613
Change-175,613 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 122,500
Change-122,500 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 108,250
Change-108,250 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 98,031
Change-98,031 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 80,216
Change-80,216 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,746
Change-59,746 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 45,564
Change-45,564 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 44,351
Change-44,351 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,993
Change-43,993 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 43,235
Change-43,235 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 35,431
Change-35,431 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,767
Change-30,767 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,885
Change-19,885 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 16,741
Change-16,741 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,942
Change-13,942 (-100%)
Value—
EQ LLC
N/A
Shares— from 13,668
Change-13,668 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 960
Change-960 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
INCREASED2,375,3532,363,407+11,946+1%$118.9M$113.6M-$5.3M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED1,866,8481,735,603+131,245+8%$87.3M$89.3M+$2.0M2026-10-21
Weil Company, Inc.
INCREASED680,201654,030+26,171+4%$32.9M$32.5M-$373.9K2026-10-14
Vise Technologies, Inc.
NEW557,700—+557,700——$26.7M—2026-10-29
CFS Investment Advisory Services, LLC
DECREASED296,408325,235-28,827-9%$16.3M$14.1M-$2.1M2026-10-19
Wetzel Investment Advisors, Inc.
INCREASED257,368253,283+4,085+2%$12.7M$12.3M-$434.2K2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED255,996232,432+23,564+10%$11.7M$12.2M+$549.4K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED255,422273,252-17,830-7%$13.8M$12.2M-$1.5M2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED237,021247,494-10,473-4%$12.5M$11.3M-$1.1M2026-11-03
Centerline Wealth Advisors, LLC
DECREASED219,735267,533-47,798-18%$13.5M$10.5M-$3.0M2026-10-15
Unique Wealth, LLC
INCREASED203,493194,252+9,241+5%$9.8M$9.7M-$40.8K2026-10-16
May Hill Capital, LLC
INCREASED169,577152,846+16,731+11%$7.7M$8.1M+$420.4K2026-11-03
Commonwealth Equity Services, LLC
NEW122,736—+122,736——$5.9M—2026-11-02
SWP Financial LLC
INCREASED119,286116,173+3,113+3%$5.8M$5.7M-$139.9K2026-10-23
R2 Capital Strategies, LLC
INCREASED117,883112,260+5,623+5%$5.6M$5.6M-$10.1K2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED106,51151,745+54,766+106%$2.6M$5.1M+$2.5M2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED102,350101,299+1,051+1%$5.1M$4.9M-$201.5K2026-10-16
Spectrum Planning & Advisory Services Inc.
DECREASED88,579101,406-12,827-13%$5.1M$4.2M-$865.7K2026-11-05
TritonPoint Partners, LLC
NEW66,420—+66,420——$3.2M—2026-11-05
Taylor & Morgan Wealth Management, LLC
DECREASED45,82046,120-300-1%$2.3M$2.2M-$129.0K2026-10-09
MBE Wealth Management, LLC
INCREASED39,80238,481+1,321+3%$1.9M$1.9M-$32.4K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED35,44110,191+25,250+248%$507.9K$1.7M+$1.2M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED34,62033,860+760+2%$1.7M$1.7M-$48.0K2026-11-02
Breakwater Capital Group
DECREASED33,71243,298-9,586-22%$2.2M$1.6M-$566.2K2026-10-09
Fairvoy Private Wealth, LLC
DECREASED24,12829,134-5,006-17%$1.5M$1.2M-$311.9K2026-10-19
PFG Advisors
DECREASED23,73650,205-26,469-53%$2.5M$1.1M-$1.4M2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED9,2168,546+670+8%$430.1K$440.9K+$10.8K2026-10-20
Virtue Capital Management, LLC
NEW8,661—+8,661——$414.3K—2026-10-29
Concurrent Investment Advisors, LLC
DECREASED8,6169,315-699-7%$468.8K$412.2K-$56.6K2026-10-16
Silverlake Wealth Management LLC
NEW7,648—+7,648——$365.9K—2026-10-21
Crusonia Wealth Advisors LLC
NEW6,940—+6,940——$332.0K—2026-10-26
PUREfi Wealth, LLC
DECREASED6,8187,250-432-6%$364.9K$326.2K-$38.7K2026-10-19
Greatmark Investment Partners, Inc.
INCREASED6,4855,885+600+10%$296.2K$310.2K+$14.1K2026-10-28
Alexander Randolph Advisory, Inc.
NEW6,230—+6,230——$298.0K—2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED6,1956,199-40%$312.0K$296.4K-$15.6K2026-10-16
Parisi Gray Wealth Management
INCREASED5,8545,671+183+3%$285.4K$280.0K-$5.4K2026-10-16
MSH Capital Advisors LLC
INCREASED5,7854,994+791+16%$251.3K$276.8K+$25.5K2026-11-03
Farther Finance Advisors, LLC
DECREASED2,0002,009-90%$101.1K$95.7K-$5.4K2026-10-08
Latitude Advisors, LLC
NEW888—+888——$42.5K—2026-10-27
Capital Investment Advisory Services, LLC
NEW684—+684——$32.7K—2026-10-30
Ascentis Independent Advisors
UNCHANGED13713700%$6.9K$6.6K-$3412026-11-03
Keystone Financial Group, Inc.
CLOSED015,768-15,768-100%$793.5K$0-$793.5K2026-10-13
Zega Investments, LLC
CLOSED06,632-6,632-100%$333.8K$0-$333.8K2026-11-04
Larson Financial Group LLC
CLOSED0263-263-100%$13.2K$0-$13.2K2026-11-05
Dynasty Wealth Management, LLC
N/A—4,858,060-4,858,060-100%$244.5M———
JPMorgan Chase & Co
N/A—3,474,045-3,474,045-100%$175.5M———
NewEdge Advisors, LLC
N/A—1,691,938-1,691,938-100%$85.1M———
Bank of America Corp
N/A—844,816-844,816-100%$42.5M———
Pinnacle Financial Partners, Inc.
N/A—595,225-595,225-100%$30.0M———
Arkadios Wealth Advisors
N/A—414,827-414,827-100%$20.9M———
Osaic Holdings, Inc.
N/A—267,544-267,544-100%$13.5M———
Raymond James Financial Inc
N/A—223,094-223,094-100%$11.2M———
Wealth Alliance, LLC
N/A—183,075-183,075-100%$9.2M———
Storen Legacy Partners, LLC
N/A—175,613-175,613-100%$8.8M———
MML Investors Services, LLC
N/A—122,500-122,500-100%$6.2M———
Beto Financial Group, LLC
N/A—108,250-108,250-100%$5.4M———
Daviman Financial, LLC
N/A—98,031-98,031-100%$4.9M———
JPL Wealth Management, LLC
N/A—80,216-80,216-100%$4.0M———
Integrated Wealth Concepts LLC
N/A—59,746-59,746-100%$3.0M———
Jones Financial Companies Lllp
N/A—45,564-45,564-100%$2.3M———
Arax Advisory Partners
N/A—44,351-44,351-100%$2.2M———
Envestnet Asset Management Inc
N/A—43,993-43,993-100%$2.2M———
Ethos Financial Group, LLC
N/A—43,235-43,235-100%$2.1M———
LPL Financial LLC
N/A—35,431-35,431-100%$1.8M———
Summit Financial, LLC
N/A—30,767-30,767-100%$1.5M———
Susquehanna International Group, LLP
N/A—19,885-19,885-100%$1.0M———
Citadel Advisors LLC
N/A—17,971-17,971-100%$904.4K———
JT Stratford LLC
N/A—16,741-16,741-100%$842.5K———
Jane Street Group, LLC
N/A—13,942-13,942-100%$701.6K———
EQ LLC
N/A—13,668-13,668-100%$687.9K———
Goldman Sachs Group Inc
N/A—10,612-10,612-100%$534.0K———
Cetera Investment Advisers
N/A—8,921-8,921-100%$449.0K———
Lifeworks Advisors, LLC
N/A—8,402-8,402-100%$422.8K———
Quotient Wealth Partners, LLC
N/A—7,997-7,997-100%$402.4K———
SouthState Bank Corp
N/A—1,527-1,527-100%$76.8K———
Harbour Investments, Inc.
N/A—1,100-1,100-100%$55.4K———
Ameriflex Group, Inc.
N/A—1,022-1,022-100%$51.4K———
Wells Fargo & Company
N/A—1,012-1,012-100%$50.9K———
National Bank of Canada
N/A—960-960-100%$48.3K———
IMA Advisory Services, Inc.
N/A—850-850-100%$42.8K———
UBS Group AG
N/A—19-19-100%$956———
Showing 81 of 81 institutions