BATT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow -0.4% ·
net new positions +4.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 387.51K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 88.20K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 87.78K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 39.73K | n/a | $548,324 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 36.18K | -7.5% | $499,298 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Royal Bank Of Canada | 22.27K | n/a | $307,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 22.21K | n/a | $306,546 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 19.12K | n/a | $263,808 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cwm, Llc | 15.16K | n/a | $209,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.31K | n/a | $183,720 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 8.68K | n/a | $119,715 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.04K | -5.3% | $69,501 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Simplex Trading, Llc | 3.27K | n/a | $45,167 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 1.56K | n/a | $21,473 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 803 | n/a | $11,081 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 500 | n/a | $6,900 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 401 | n/a | $5,540 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 100 | n/a | $1,380 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 70 | n/a | $966 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 45 | New | $621 | 0.0% | New | 1 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 13 | n/a | $179 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2 | n/a | $25 | 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
| Fidelity (FMR) | $621 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 1.63M shares, $21.54M 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.