Filing Research | BETA - BETA TECHNOLOGIES INC COM SHS CL A Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	GENERAL ELECTRIC CO	Shares	20.3MSH	$340.2M
2	Empire Life Investments Inc.	Shares	1.3MSH	$22.4M
3	Corps Capital Advisors, LLC	Shares	101.8KSH	$1.7M
4	Capricorn Fund Managers Ltd	Shares	77.5KSH	$1.3M
5	Y-Intercept (Hong Kong) Ltd	Shares	37.7KSH	$631.1K
6	Composition Wealth, LLC	Shares	32.5KSH	$543.9K
7	MOODY NATIONAL BANK TRUST DIVISION	Shares	26.6KSH	$445.3K
8	Sowell Financial Services LLC	Shares	21.8KSH	$365.6K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.4KSH	$273.0K
10	Police & Firemen's Retirement System of New Jersey	Shares	9.3KSH	$155.1K
11	IFP Advisors, Inc	Shares	1.8KSH	$30.2K
12	WOLFF WIESE MAGANA LLC	Shares	1.5KSH	$25.0K
13	Farther Finance Advisors, LLC	Shares	1.2KSH	$20.6K
14	Mascoma Wealth Management LLC	Shares	1.1KSH	$19.0K
15	Curated Wealth Partners LLC	Shares	15.0KSH	$16.6K
16	EverSource Wealth Advisors, LLC	Shares	724SH	$12.1K
17	SBI Securities Co., Ltd.	Shares	544SH	$9.1K
18	Community Financial Services Group, LLC	Shares	469SH	$8.2K
19	MassMutual Private Wealth & Trust, FSB	Shares	302SH	$5.1K
20	Bogart Wealth, LLC	Shares	300SH	$5.0K
21	Darwin Wealth Management, LLC	Shares	300SH	$5.0K
22	GAMMA Investing LLC	Shares	236SH	$4.0K
23	True Wealth Design, LLC	Shares	200SH	$3.4K
24	ADIRONDACK TRUST CO	Shares	141SH	$2.4K
25	Versant Capital Management, Inc	Shares	70SH	$1.2K
26	SJS Investment Consulting Inc.	Shares	47SH	$788
27	HORIZON FINANCIAL SERVICES, LLC	Shares	33SH	$553
28	HM PAYSON & CO	Shares	30SH	$503
29	Roble, Belko & Company, Inc	Shares	48SH	$1

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	GENERAL ELECTRIC CO unchanged	Shares	0	+$41.6M	$340.2M
2	Empire Life Investments Inc. new	Shares	+1.3M	+$22.4M	$22.4M
3	Corps Capital Advisors, LLC added	Shares	+87.9K	+$1.5M	$1.7M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+37.7K	+$631.1K	$631.1K
5	Composition Wealth, LLC new	Shares	+32.5K	+$543.9K	$543.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.4K	+$273.0K	$273.0K
7	Sowell Financial Services LLC added	Shares	+10.6K	+$200.6K	$365.6K
8	Capricorn Fund Managers Ltd trimmed	Shares	-6.1K	+$68.6K	$1.3M
9	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$54.5K	$445.3K
10	IFP Advisors, Inc added	Shares	+1.5K	+$26.2K	$30.2K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$19.0K	$155.1K
12	Curated Wealth Partners LLC new	Shares	+15.0K	+$16.6K	$16.6K
13	EverSource Wealth Advisors, LLC new	Shares	+724	+$12.1K	$12.1K
14	Farther Finance Advisors, LLC added	Shares	+582	+$10.7K	$20.6K
15	Darwin Wealth Management, LLC new	Shares	+300	+$5.0K	$5.0K
16	GAMMA Investing LLC new	Shares	+236	+$4.0K	$4.0K
17	True Wealth Design, LLC new	Shares	+200	+$3.4K	$3.4K
18	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$3.1K	$25.0K
19	MassMutual Private Wealth & Trust, FSB added	Shares	+146	+$2.8K	$5.1K
20	Mascoma Wealth Management LLC unchanged	Shares	0	+$2.3K	$19.0K
21	Versant Capital Management, Inc new	Shares	+70	+$1.2K	$1.2K
22	SJS Investment Consulting Inc. added	Shares	+38	+$655	$788
23	Bogart Wealth, LLC unchanged	Shares	0	+$615	$5.0K
24	ADIRONDACK TRUST CO unchanged	Shares	0	+$289	$2.4K
25	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$68	$553
26	HM PAYSON & CO unchanged	Shares	0	+$62	$503
27	Roble, Belko & Company, Inc new	Shares	+48	+$1	$1
28	Physician Wealth Advisors, Inc. exited	Shares	-18	-$265	$0
29	Community Financial Services Group, LLC trimmed	Shares	-100	-$435	$8.2K
30	Rachor Investment Advisory Services, LLC exited	Shares	-59	-$868	$0
31	SBI Securities Co., Ltd. trimmed	Shares	-274	-$2.9K	$9.1K
32	Team Financial Group, LLC exited	Shares	-300	-$4.4K	$0