BATL
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -4 | 5.15M | $6.75M | +2 | −6 |
| Q1 2026 | 21 | +4 | 5.64M | $22.00M | +9 | −5 |
| Q4 2025 | 17 | 0 | 3.74M | $4.23M | — | — |
| Q3 2025 | 9 | +1 | 3.55M | $4.29M | +1 | — |
| Q2 2025 | 6 | +1 | 3.37M | $4.34M | +1 | — |
| Q1 2025 | 3 | 0 | 3.06M | $3.98M | — | — |
| Q4 2024 | 3 | -2 | 3.06M | $5.26M | — | −2 |
| Q3 2024 | 4 | 0 | 3.13M | $20.88M | — | — |
| Q2 2024 | 4 | — | 3.17M | $10.60M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Oaktree Capital Management ✦ | 3.01M | -0.1% | $3.40M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 294.34K | +6.2% | $332,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 294.34K | +6.2% | $332,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 294.34K | +6.2% | $332,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Loomis Sayles & Co L P | 132.82K | — | $150,084 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Loomis Sayles & Co L P | 132.82K | — | $150,084 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 131.90K | 0.0% | $149,044 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 131.90K | 0.0% | $149,044 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 64.86K | +50.4% | $73,305 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 64.86K | +50.4% | $73,305 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 23.65K | -32.8% | $26,723 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 21.41K | +81.2% | $24,189 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 18.50K | -8.4% | $20,900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 14.69K | — | $16,572 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 14.69K | — | $16,572 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 14.69K | — | $16,572 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 13.36K | 0.0% | $15,101 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 11.31K | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 3.32K | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 3.32K | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 319 | 0.0% | $360 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 96 | — | $108 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Group One Trading Llc | 76 | — | $86 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 71 | — | $80 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 71 | — | $80 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 71 | — | $80 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 50 | — | $57 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 7.98M shares, $31.10M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.