As of the latest SEC filings, BETA Technologies, Inc. (BETA) is held by 169 institutional funds. The largest fund shareholder is Fidelity Contrafund (FCNTX), holding an estimated $65,607,805.20 in market value, representing 0.04% of its portfolio.
Funds holding BETA Technologies, Inc. (BETA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BETA
- CIK:
- 0001784570
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.04% | $65,607,805.20 | 4,463,116 | Mar 31, 2026 | May 26, 2026 |
|
FAGAX
Fidelity Advisor Growth Opportunities Fund
|
MF | Fidelity | 0.20% | $57,533,038.40 | 3,060,268 | Feb 28, 2026 | Apr 24, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.51% | $43,120,678.05 | 2,706,885 | Apr 30, 2026 | Jun 26, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.31% | $27,132,342.39 | 1,703,223 | Apr 30, 2026 | Jun 26, 2026 |
|
FGCKX
Fidelity Growth Company Fund
|
MF | Fidelity | 0.03% | $24,595,419.60 | 1,308,267 | Feb 28, 2026 | Apr 24, 2026 |
|
XAR
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
|
ETF | State Street (SPDR) | 0.37% | $21,332,934.00 | 1,451,220 | Mar 31, 2026 | May 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.49% | $20,986,564.32 | 1,317,424 | Apr 30, 2026 | Jun 26, 2026 |
|
FGCKX
Fidelity Growth Company Fund
|
MF | Fidelity | 0.02% | $17,240,088.80 | 917,026 | Feb 28, 2026 | Apr 24, 2026 |
|
FMILX
Fidelity New Millennium Fund
|
MF | Fidelity | 0.28% | $15,076,472.00 | 801,940 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $14,900,949.00 | 1,013,670 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.18% | $14,138,092.50 | 961,775 | Mar 31, 2026 | May 28, 2026 |
|
FLCNX
Fidelity Contrafund K6
|
MF | Fidelity | 0.04% | $13,683,156.90 | 930,827 | Mar 31, 2026 | May 26, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.01% | $13,425,583.50 | 913,305 | Mar 31, 2026 | May 26, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.01% | $13,191,282.54 | 828,078 | Apr 30, 2026 | Jun 26, 2026 |
|
FNIAX
Fidelity Advisor New Insights Fund
|
MF | Fidelity | 0.05% | $12,149,755.80 | 826,514 | Mar 31, 2026 | May 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $11,524,167.90 | 783,957 | Mar 31, 2026 | May 28, 2026 |
|
-
The Private Shares Fund
|
CEF | Independent / Boutique | 0.95% | $10,995,805.80 | 748,014 | Mar 31, 2026 | May 27, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $10,894,860.90 | 741,147 | Mar 31, 2026 | May 28, 2026 |
|
FSPTX
Select Technology Portfolio
|
MF | Fidelity | 0.03% | $8,708,442.00 | 463,215 | Feb 28, 2026 | Apr 24, 2026 |
|
-
VIP Contrafund Portfolio
|
ETF | Independent / Boutique | 0.03% | $8,627,077.20 | 586,876 | Mar 31, 2026 | May 26, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 0.25% | $8,099,472.40 | 430,823 | Feb 28, 2026 | Apr 27, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.18% | $7,682,234.70 | 522,601 | Mar 31, 2026 | May 28, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.16% | $7,519,374.18 | 472,026 | Apr 30, 2026 | Jun 23, 2026 |
|
FGKFX
Fidelity Growth Company K6 Fund
|
MF | Fidelity | 0.03% | $7,459,840.00 | 396,800 | Feb 28, 2026 | Apr 24, 2026 |
|
FVWSX
Fidelity Series Opportunistic Insights Fund
|
MF | Fidelity | 0.05% | $6,839,072.10 | 465,243 | Mar 31, 2026 | May 26, 2026 |
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