BETA Technologies, Inc. (BETA) — Institutional Holders, Q2 2026 (page 2)
189 institutional investment managers reported a BETA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 189. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BETA 13F holders ranked 101–189 of 189
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | WEALTH ENHANCEMENT ADVISORY SERVICES#101 · 15,415 sh | 15,415 | $273.0K | — | New |
| 102 | Evercore Wealth Management#102 · 15,691 sh | 15,691 | $262.8K | <0.01% | New |
| 103 | MIRAE ASSET GLOBAL ETFS Ltd.#103 · 15,600 sh | 15,600 | $261.3K | <0.01% | 0.0% |
| 104 | LOS ANGELES CAPITAL MANAGEMENT#104 · 15,077 sh | 15,077 | $252.5K | <0.01% | New |
| 105 | Arizona State Retirement System#105 · 14,957 sh | 14,957 | $250.5K | <0.01% | New |
| 106 | Cresset Asset Management#106 · 14,719 sh | 14,719 | $246.5K | <0.01% | New |
| 107 | J. Derek Lewis & Associates#107 · 14,600 sh | 14,600 | $244.6K | 0.05% | New |
| 108 | Integrated Wealth Concepts#108 · 14,157 sh | 14,157 | $237.1K | <0.01% | New |
| 109 | Vanguard Investments Australia, Ltd.#109 · 13,754 sh | 13,754 | $230.4K | <0.01% | New |
| 110 | Cerity Partners#110 · 13,162 sh | 13,162 | $220.5K | <0.01% | New |
| 111 | VICTORY CAPITAL MANAGEMENT#111 · 13,089 sh | 13,089 | $219.2K | <0.01% | New |
| 112 | BANK HAPOALIM BM#112 · 13,000 sh | 13,000 | $218.0K | 0.01% | New |
| 113 | STIFEL FINANCIAL#113 · 12,631 sh | 12,631 | $211.6K | <0.01% | New |
| 114 | Russell Investments Group, Ltd.#114 · 12,439 sh | 12,439 | $208.4K | <0.01% | +395.6% |
| 115 | KLP KAPITALFORVALTNING AS#115 · 12,300 sh | 12,300 | $206.0K | <0.01% | New |
| 116 | COMMONWEALTH EQUITY SERVICES#116 · 12,218 sh | 12,218 | $204.7K | <0.01% | New |
| 117 | Vanguard Global Advisers#117 · 12,099 sh | 12,099 | $202.7K | <0.01% | 0.0% |
| 118 | Creative Planning#118 · 12,007 sh | 12,007 | $201.1K | <0.01% | New |
| 119 | Advisors Capital Management#119 · 11,894 sh | 11,894 | $199.2K | <0.01% | New |
| 120 | SEI INVESTMENTS#120 · 11,317 sh | 11,317 | $189.6K | <0.01% | -14.3% |
| 121 | ALLSTATE#121 · 10,999 sh | 10,999 | $184.2K | <0.01% | New |
| 122 | BESSEMER GROUP#122 · 10,638 sh | 10,638 | $178.0K | <0.01% | New |
| 123 | NEW YORK STATE COMMON RETIREMENT FUND#123 · 10,400 sh | 10,400 | $174.2K | <0.01% | 0.0% |
| 124 | Brevan Howard Capital Management#124 · 10,335 sh | 10,335 | $173.1K | <0.01% | New |
| 125 | CAPTRUST FINANCIAL ADVISORS#125 · 10,037 sh | 10,037 | $168.1K | <0.01% | New |
| 126 | Bollard Group#126 · 9,798 sh | 9,798 | $164.0K | <0.01% | +553.2% |
| 127 | Police & Firemen's Retirement System of New Jersey#127 · 9,258 sh | 9,258 | $155.1K | <0.01% | 0.0% |
| 128 | BARCLAYS PLC#128 · 9,201 sh | 9,201 | $154.1K | 0.00% | -85.0% |
| 129 | Clean Yield Group#129 · 8,324 sh | 8,324 | $139.4K | 0.03% | 0.0% |
| 130 | OSAIC#130 · 7,793 sh | 7,793 | $130.5K | <0.01% | +96.7% |
| 131 | ROYAL BANK OF CANADA#131 · 5,033 sh | 5,033 | $84.0K | 0.00% | -31.0% |
| 132 | Parallel Advisors#132 · 3,573 sh | 3,573 | $59.9K | <0.01% | +7.5% |
| 133 | JONES FINANCIAL COMPANIES LLLP#133 · 3,290 sh | 3,290 | $54.9K | 0.00% | +39.4% |
| 134 | Centerpoint Advisors#134 · 2,870 sh | 2,870 | $48.0K | 0.01% | +26.4% |
| 135 | SRS Capital Advisors#135 · 2,781 sh | 2,781 | $46.6K | <0.01% | +1565.3% |
| 136 | Ameritas Investment Partners#136 · 2,722 sh | 2,722 | $45.6K | <0.01% | 0.0% |
| 137 | WHITTIER OF NEVADA#137 · 2,269 sh | 2,269 | $38.5K | <0.01% | New |
| 138 | Caitong International Asset Management , Ltd#138 · 2,025 sh | 2,025 | $33.9K | <0.01% | -58.2% |
| 139 | IFP Advisors#139 · 1,803 sh | 1,803 | $30.2K | — | +555.6% |
| 140 | Allworth Financial#140 · 1,786 sh | 1,786 | $29.9K | <0.01% | +257.2% |
| 141 | Rockefeller Capital Management L.P.#141 · 1,774 sh | 1,774 | $29.7K | 0.00% | +21.3% |
| 142 | WOLFF WIESE MAGANA#142 · 1,493 sh | 1,493 | $25.0K | — | 0.0% |
| 143 | Tower Research Capital (TRC)#143 · 1,438 sh | 1,438 | $24.1K | <0.01% | +93.0% |
| 144 | Manchester Capital Management#144 · 1,340 sh | 1,340 | $22.4K | — | 0.0% |
| 145 | Farther Finance Advisors#145 · 1,232 sh | 1,232 | $20.6K | — | +89.5% |
| 146 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#146 · 1,200 sh | 1,200 | $20.1K | <0.01% | New |
| 147 | Mascoma Wealth Management#147 · 1,135 sh | 1,135 | $19.0K | — | 0.0% |
| 148 | Steward Partners Investment Advisory#148 · 1,056 sh | 1,056 | $17.7K | <0.01% | 0.0% |
| 149 | PNC FINANCIAL SERVICES GROUP#149 · 947 sh | 947 | $15.9K | 0.00% | +43.3% |
| 150 | Addison Advisors#150 · 900 sh | 900 | $15.1K | <0.01% | +7.5% |
| 151 | Aster Capital Management (DIFC) Ltd#151 · 859 sh | 859 | $14.4K | <0.01% | New |
| 152 | FIFTH THIRD BANCORP#152 · 855 sh | 855 | $14.3K | 0.00% | +455.2% |
| 153 | EverSource Wealth Advisors#153 · 724 sh | 724 | $12.1K | <0.01% | New |
| 154 | Rialto Wealth Management#154 · 600 sh | 600 | $10.1K | <0.01% | 0.0% |
| 155 | SBI Securities , Ltd.#155 · 544 sh | 544 | $9.1K | — | -33.5% |
| 156 | Kemnay Advisory Services#156 · 529 sh | 529 | $8.9K | <0.01% | New |
| 157 | Sterling Capital Management#157 · 518 sh | 518 | $8.7K | — | -4.8% |
| 158 | Global Retirement Partners#158 · 500 sh | 500 | $8.4K | <0.01% | — |
| 159 | Community Financial Services Group#159 · 469 sh | 469 | $8.2K | — | -17.6% |
| 160 | Avion Wealth#160 · 500 sh | 500 | $8.0K | <0.01% | 0.0% |
| 161 | ROTHSCHILD INVESTMENT#161 · 475 sh | 475 | $8.0K | <0.01% | New |
| 162 | Union Bankshares#162 · 400 sh | 400 | $6.7K | <0.01% | 0.0% |
| 163 | MassMutual Private Wealth & , FSB#163 · 302 sh | 302 | $5.1K | — | +93.6% |
| 164 | Darwin Wealth Management#164 · 300 sh | 300 | $5.0K | <0.01% | New |
| 165 | Bogart Wealth#165 · 300 sh | 300 | $5.0K | <0.01% | 0.0% |
| 166 | NATIONAL BANK OF CANADA#166 · 245 sh | 245 | $4.1K | 0.00% | +6.5% |
| 167 | GAMMA Investing#167 · 236 sh | 236 | $4.0K | — | New |
| 168 | US BANCORP \DE\#168 · 221 sh | 221 | $3.7K | 0.00% | 0.0% |
| 169 | True Wealth Design#169 · 200 sh | 200 | $3.4K | — | New |
| 170 | HARBOUR INVESTMENTS#170 · 167 sh | 167 | $2.8K | 0.00% | +10.6% |
| 171 | Essential Partners#171 · 154 sh | 154 | $2.6K | — | New |
| 172 | ADIRONDACK#172 · 141 sh | 141 | $2.4K | — | 0.0% |
| 173 | Versant Capital Management#173 · 70 sh | 70 | $1.2K | — | New |
| 174 | Bare Financial Services#174 · 62 sh | 62 | $1.0K | <0.01% | New |
| 175 | Roble, Belko & Company#175 · 48 sh | 48 | $1.0K | <0.01% | New |
| 176 | Covestor Ltd#176 · 43 sh | 43 | $1.0K | <0.01% | New |
| 177 | North Star Investment Management#177 · 50 sh | 50 | $838.00 | — | 0.0% |
| 178 | SJS Investment Consulting#178 · 47 sh | 47 | $788.00 | — | +422.2% |
| 179 | SHP Wealth Management#179 · 47 sh | 47 | $787.00 | <0.01% | +135.0% |
| 180 | HORIZON FINANCIAL SERVICES#180 · 33 sh | 33 | $553.00 | <0.01% | 0.0% |
| 181 | TrueNorth#181 · 30 sh | 30 | $503.00 | 0.00% | New |
| 182 | HM PAYSON#182 · 30 sh | 30 | $503.00 | 0.00% | 0.0% |
| 183 | Investors Portfolio Services#183 · 25 sh | 25 | $419.00 | <0.01% | New |
| 184 | JPL Wealth Management#184 · 19 sh | 19 | $319.00 | <0.01% | New |
| 185 | Clearstead Advisors#185 · 16 sh | 16 | $269.00 | 0.00% | New |
| 186 | Cornerstone Financial Management#186 · 16 sh | 16 | $268.00 | <0.01% | 0.0% |
| 187 | HUNTINGTON NATIONAL BANK#187 · 12 sh | 12 | $201.00 | 0.00% | 0.0% |
| 188 | WPG Advisers#188 · 3 sh | 3 | $50.00 | — | -97.6% |
| 189 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#189 · 62,015 sh | 62,015 | — | — | +3314.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.