BRTR institutional holders

iShares Total Return Active ETF · 77 reporting institutions · $1.1B reported value

Funds that can replace BRTR · BRTR return decomposition

Institutional holdings

Institutions reporting BRTR, largest first
InstitutionReported positionAdvisors at firmReport period
Dynasty Wealth Management, LLC$244.5M142026-06-30
Jpmorgan Chase & Co$175.5M02026-06-30
Sagespring Wealth Partners$118.9M1262026-06-30
Openarc Corporate Advisory, LLC$87.3M1232026-06-30
Newedge Advisors$85.1M6012026-06-30
Bank of America Corp /de$42.5M02026-06-30
Weil Company, Inc.$32.9M132026-06-30
Pinnacle Financial Partners, Inc.$30M02026-06-30
Arkadios Wealth Advisors$20.9M2262026-06-30
Cfs Investment Advisory Services LLC$16.3M102026-06-30
Redhawk Wealth Advisors, Inc.$13.8M432026-06-30
Osaic Holdings, Inc.$13.5M02026-06-30
Centerline Wealth Advisors, LLC$13.5M42026-06-30
Synovus Financial Corp$12.8M02025-09-30
Bookends Financial Planning$12.7M62026-06-30
Forthright Family Wealth Advisory LLC$12.5M12026-06-30
Rfg - Bristol Wealth Advisors, LLC$11.7M52026-06-30
Raymond James Financial Inc$11.2M02026-06-30
Unique Wealth, LLC$9.8M142026-06-30
The Wealth Alliance, LLC$9.2M122026-06-30
Storen Legacy Partners, LLC$8.8M72026-06-30
May Hill Capital, LLC$7.7M32026-06-30
MML Investors Services, LLC$6.2M5,1202026-06-30
Salient Wealth Planning$5.8M32026-06-30
R2 Wealth Management Partners$5.6M32026-06-30
Beto Financial Group, LLC$5.4M52026-06-30
Bamboo Wealth Strategies$5.1M52026-06-30
Cyndeo Wealth Partners$5.1M202026-06-30
Daviman Financial, LLC$4.9M42026-06-30
Contango Wealth Management LLC$4.7M22026-03-31
Jpl Wealth Management, LLC$4M22026-06-30
Integrated Wealth Concepts LLC$3M4802026-06-30
McKinley Carter Wealth Services, Inc.$2.6M252026-06-30
Pfg Advisors$2.5M832026-06-30
Taylor & Morgan Wealth Management, LLC$2.3M72026-06-30
Jones Financial Companies LLLP$2.3M02026-06-30
Arax Advisory Partners$2.2M2322026-06-30
Envestnet Pmc$2.2M602026-06-30
U.S. Capital Wealth Advisors, LLC$2.2M02026-03-31
Breakwater Capital Group$2.2M52026-06-30
Ethos Financial Group, LLC$2.1M02026-06-30
Mbe Wealth Management, LLC$1.9M122026-06-30
Lpl Financial LLC$1.8M23,4582026-06-30
Signet Financial Management, LLC$1.6M122026-03-31
Summit Financial, LLC$1.5M2292026-06-30
Fairvoy Private Wealth, LLC$1.5M62026-06-30
Susquehanna International Group, LLP$1M02026-06-30
Citadel Advisors LLC$904.4K02026-06-30
Jt Stratford, LLC$842.5K182026-06-30
Keystone Financial Group, Inc.$793.5K72026-06-30
Jane Street Group, LLC$701.6K02026-06-30
Eq LLC$687.9K92026-06-30
Goldman Sachs Group Inc$534K02026-06-30
Wealth Enhancement Advisory Services, LLC$507.9K1,0262026-06-30
Concurrent Investment Advisors, LLC$468.8K3492026-06-30
Cetera Investment Advisers$449K10,3702026-06-30
Oregon Pacific Wealth Management$430.1K52026-06-30
Lifeworks Advisors, LLC$422.8K422026-06-30
Quotient Wealth Partners, LLC$402.4K362026-06-30
Purefi Wealth, LLC$364.9K72026-06-30
Zega Investments, LLC$333.8K62026-06-30
Shorehaven Wealth Partners, LLC$312K42026-06-30
Greatmark Investment Partners, Inc.$296.2K42026-06-30
Parisi Gray Wealth Management, LLC$285.4K22026-06-30
Msh Capital Advisors LLC$251.3K202026-06-30
Farther Finance Advisors, LLC$101.1K3342026-06-30
Southstate Bank Corp$76.8K02026-06-30
Harbour Investments, Inc.$55.4K2472026-06-30
Ameriflex Group, Inc.$51.4K2122026-06-30
Wells Fargo & Company/mn$50.9K02026-06-30
National Bank of Canada /fi$48.3K02026-06-30
Ima Advisory Services, Inc.$42.8K482026-06-30
Larson Financial Group LLC$13.2K672026-06-30
Ascentis Independent Advisors$6.9K532026-06-30
Sunbelt Securities, Inc.$1.9K632026-03-31
Cambridge Investment Research Advisors, Inc.$1.7K3,9402026-03-31
UBS Group AG$95602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30