Filing Research | BETR - BETTER HOME FINANCE HOLDIN Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	3.0KSH	$82.4K
2	SBI Securities Co., Ltd.	Shares	202SH	$5.6K
3	Versant Capital Management, Inc	Shares	194SH	$5.3K
4	CGC Financial Services, LLC	Shares	152SH	$4.2K
5	GAMMA Investing LLC	Shares	64SH	$1.8K
6	True Wealth Design, LLC	Shares	23SH	$633
7	EverSource Wealth Advisors, LLC	Shares	12SH	$331
8	Fortitude Family Office, LLC	Shares	6SH	$165
9	IFP Advisors, Inc	Shares	2SH	$55
10	Activest Wealth Management	Shares	0SH	$0

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

12 / 12 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+1.7K	+$36.6K	$82.4K
2	SBI Securities Co., Ltd. new	Shares	+202	+$5.6K	$5.6K
3	Versant Capital Management, Inc new	Shares	+194	+$5.3K	$5.3K
4	CGC Financial Services, LLC new	Shares	+152	+$4.2K	$4.2K
5	Fortitude Family Office, LLC new	Shares	+6	+$165	$165
6	IFP Advisors, Inc unchanged	Shares	0	-$16	$55
7	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$96	$331
8	True Wealth Design, LLC unchanged	Shares	0	-$187	$633
9	Clarity Asset Management, Inc. exited	Shares	-25	-$891	$0
10	GAMMA Investing LLC trimmed	Shares	-42	-$2.0K	$1.8K
11	Strategic Investment Solutions, Inc. /IL exited	Shares	-2.0K	-$71.2K	$0
12	Activest Wealth Management trimmed	Shares	-5.4K	-$192.5K	$0

Filing Research | BETR - BETTER HOME FINANCE HOLDIN Institutional Holdings