Who owns iShares Total Return Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BRTR from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 21.1M shares of iShares Total Return Active ETF worth $1.06B — about 412.3% of shares outstanding; the largest disclosed holder is Dynasty Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$1.06B
value, 2026 filers
412.3%
of shares outstanding (21.1M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BRTR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 4.9M | $244.5M | 1.8% | 95.1% | +20.6% |
| 2 | JPMORGAN CHASE & CO | 3.5M | $175.5M | 0.0% | 68% | +23.8% |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | 2.4M | $118.9M | 1.8% | 46.3% | +20.5% |
| 4 | OpenArc Corporate Advisory, LLC | 1.7M | $87.3M | 1.0% | 34% | +20.0% |
| 5 | NewEdge Advisors, LLC | 1.7M | $85.1M | 0.3% | 33.1% | +1505.7% |
| 6 | BANK OF AMERICA CORP /DE/ | 844,816 | $42.5M | 0.0% | 16.5% | +9.8% |
| 7 | Weil Company, Inc. | 654,030 | $32.9M | 5.8% | 12.8% | +3.3% |
| 8 | Pinnacle Financial Partners, Inc. | 595,225 | $30.0M | 0.2% | 11.6% | +5.0% |
| 9 | Arkadios Wealth Advisors | 414,827 | $20.9M | 0.3% | 8.1% | +49.8% |
| 10 | CFS Investment Advisory Services, LLC | 325,235 | $16.3M | 1.1% | 6.4% | +11.5% |
| 11 | Redhawk Wealth Advisors, Inc.NEW | 273,252 | $13.8M | 1.4% | 5.3% | new |
| 12 | OSAIC HOLDINGS, INC. | 267,544 | $13.5M | 0.0% | 5.2% | +2997.3% |
| 13 | Centerline Wealth Advisors, LLC | 267,533 | $13.5M | 4.2% | 5.2% | +55.8% |
| 14 | WETZEL INVESTMENT ADVISORS, INC. | 253,283 | $12.7M | 4.4% | 5% | +12.8% |
| 15 | Forthright Family Wealth Advisory LLCNEW | 247,494 | $12.5M | 7.0% | 4.8% | new |
| 16 | RFG - Bristol Wealth Advisors, LLC | 232,432 | $11.7M | 2.8% | 4.5% | +5.4% |
| 17 | RAYMOND JAMES FINANCIAL INC | 223,094 | $11.2M | 0.0% | 4.4% | +6.0% |
| 18 | UNIQUE WEALTH, LLC | 194,252 | $9.8M | 1.1% | 3.8% | +20.8% |
| 19 | WEALTH ALLIANCE, LLC | 183,075 | $9.2M | 0.8% | 3.6% | +114.7% |
| 20 | Storen Legacy Partners, LLC | 175,613 | $8.8M | 2.4% | 3.4% | +11.0% |
| 21 | May Hill Capital, LLC | 152,846 | $7.7M | 1.6% | 3% | +13.2% |
| 22 | MML INVESTORS SERVICES, LLC | 122,500 | $6.2M | 0.0% | 2.4% | +2413.9% |
| 23 | SWP FINANCIAL LLC | 116,173 | $5.8M | 2.7% | 2.3% | +9.9% |
| 24 | R2 Capital Strategies, LLCNEW | 112,260 | $5.6M | 2.6% | 2.2% | new |
| 25 | BETO FINANCIAL GROUP, LLC | 108,250 | $5.4M | 2.8% | 2.1% | +50.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.