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Better Home & Finance Holdin shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Better Home & Finance Holdin (BETR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Better Home & Finance Holdin

Tip: Access up to 7 years of quarterly data

All positions including Better Home & Finance Holdin held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Better Home & Finance Holdin by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $298k 8.4k 35.62

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Better Home & Finance Holdin

Frontier Capital Management
Softbank Group Corp
Healthcare Of Ontario Pension Plan Trust Fund
Vanguard Group
BlackRock
Vanguard Capital Management
Citadel Advisors
Susquehanna International
UBS Group
Goldman Sachs Group
Morgan Stanley
Hudson Bay Capital Management
Bnp Paribas Arbitrage, Snc
Geode Capital Management
State Street Corporation

View all funds holding Better Home & Finance Holdin