§ EQUITY
USDBRTR
ISHARES TOTAL RETURN ACT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Dynasty Wealth Management, LLC | 4.0M | 1.8% | +242% |
| JPMORGAN CHASE & CO | 2.8M | 0.0% | −13% |
| SAGESPRING WEALTH PARTNERS, LLC | 2.0M | 1.8% | −17% |
| OpenArc Corporate Advisory, LLC | 1.4M | 1.0% | +10% |
| Weil Company, Inc. | 633K | 7.1% | −0% |
| Bank of America Corp | 615K | 0.0% | +17% |
◇ AC INTELLIGENCE
Top institutional owners for BRTR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.8% · 59 holders
DEALER / BANK22.9% · 5 holders
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BRTR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BRTR yet.