Who owns iShares Total Return Active ETF?
Institutional ownership of BRTR from SEC Form 13F filings across 44 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.
44
13F holders
$653.4M
value, 2026 filers
255.1%
of shares outstanding (13.0M sh)
8
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 | JPMORGAN CHASE & CO | 3.5M | $175.5M | 0.0% | 68% | +23.8% |
| 2 | SAGESPRING WEALTH PARTNERS, LLC | 2.4M | $118.9M | 1.8% | 46.3% | +20.5% |
| 3 | OpenArc Corporate Advisory, LLC | 1.7M | $87.3M | 1.0% | 34% | +20.0% |
| 4 | NewEdge Advisors, LLC | 1.7M | $85.1M | 0.3% | 33.1% | +1505.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 844,816 | $42.5M | 0.0% | 16.5% | +9.8% |
| 6 | Pinnacle Financial Partners, Inc. | 595,225 | $30.0M | 0.2% | 11.6% | +5.0% |
| 7 | Arkadios Wealth Advisors | 414,827 | $20.9M | 0.3% | 8.1% | +49.8% |
| 8 | Redhawk Wealth Advisors, Inc.NEW | 273,252 | $13.8M | 1.4% | 5.3% | new |
| 9 | OSAIC HOLDINGS, INC. | 267,544 | $13.5M | 0.0% | 5.2% | +2997.3% |
| 10 | RAYMOND JAMES FINANCIAL INC | 223,094 | $11.2M | 0.0% | 4.4% | +6.0% |
| 11 | WEALTH ALLIANCE, LLC | 183,075 | $9.2M | 0.8% | 3.6% | +114.7% |
| 12 | MML INVESTORS SERVICES, LLC | 122,500 | $6.2M | 0.0% | 2.4% | +2413.9% |
| 13 | R2 Capital Strategies, LLCNEW | 112,260 | $5.6M | 2.6% | 2.2% | new |
| 14 | Cyndeo Wealth Partners, LLC | 101,299 | $5.1M | 0.2% | 2% | -4.3% |
| 15 | JPL Wealth Management, LLC | 80,216 | $4.0M | 0.8% | 1.6% | +231.7% |
| 16 | Cambridge Investment Research Advisors, Inc. | 67,720 | $3,408 | 0.0% | 1.3% | +104.2% |
| 17 | Integrated Wealth Concepts LLC | 59,746 | $3.0M | 0.0% | 1.2% | -1.8% |
| 18 | PFG Advisors | 50,205 | $2.5M | 0.1% | 1% | -3.5% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 45,564 | $2.3M | 0.0% | 0.9% | -43.3% |
| 20 | Arax Advisory PartnersNEW | 44,351 | $2.2M | 0.0% | 0.9% | new |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 43,993 | $2.2M | 0.0% | 0.9% | +84.9% |
| 22 | Ethos Financial Group, LLC | 43,235 | $2.1M | 0.1% | 0.8% | -50.7% |
| 23 | LPL Financial LLCNEW | 35,431 | $1.8M | 0.0% | 0.7% | new |
| 24 | Summit Financial, LLC | 30,767 | $1.5M | 0.0% | 0.6% | +1.1% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,885 | $1.0M | 0.0% | 0.4% | -96.4% |
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.